The goal of this webinar is to provide attendees with a hands-on understanding of Agreed-Upon Procedures (AUP) under ISRS 4400. By the end of the session, participants will be equipped to apply this standard in real-world scenarios, understanding not only how to tailor AUPs to fit specific client needs but also how to communicate the engagement’s limitations clearly to manage client expectations. This knowledge will help attendees carry out AUP engagements confidently and effectively, ensuring that they meet professional standards without overextending the scope.
The session will walk attendees through the entire AUP process—from understanding client requests and setting clear engagement boundaries to documenting findings that add value for the client. The emphasis will be on making AUPs a practical tool for client engagements, where attendees feel confident in defining and reporting on precise procedures without moving into assurance territory.
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This session gives a practical, hands-on look at Agreed-Upon Procedures (AUPs) under ISRS 4400, making them easy to understand and apply. We’ll cover the basics—planning, performing, and reporting on AUP engagements—so you can use these procedures confidently in your work.
From setting up clear steps with your client to reporting findings in a way that meets the standard, you’ll get everything you need to manage AUPs effectively, without any of the complexity. This session is about making AUPs a useful, straightforward tool for your client engagements.
By attending this webinar you will gain the following competencies
The following event is awarded 3 CPD units in Financial Reporting
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