Plan First, Regret Nothing: Mastering the Planning Stage of Independent Reviews – 21 July 2025

Name: Plan First, Regret Nothing: Mastering the Planning Stage of Independent Reviews - 21 July 2025 - cpd.myciba.org
Price: 345.00 ZAR
Availability: InStock

IR assurance is coming whether your clients are ready or not. Learn how to plan your independent reviews properly using ISRE 2400. This session takes you beyond the engagement letter, showing you how to identify high-risk areas, set appropriate materiality levels, and design focused analytical procedures that deliver results. Whether you’re handling your first review or refining your current process, you’ll gain practical tools to strengthen your planning, improve efficiency, and protect your practice from review pitfalls..

Date:

21 July, 2025

Time:

14:00

Hours:

3 hours

CPD Units:

Category:

Independent Review

Group:

Channel 1: Compliance

Format:

Live Event

Plan First, Regret Nothing: Mastering the Planning Stage of Independent Reviews - 21 July 2025

R345,00 VAT incl.

Product Information

Independent Review: Planning Like a Pro

Too many practitioners rush into review procedures without a clear plan—then end up missing red flags, repeating work, or worse, signing off on misstated financials. This session strips the theory down to what you actually need to do once the client is onboard and the engagement letter is signed. You’ll learn how to build a solid plan, identify risky areas before they blow up, and design targeted procedures that save time and protect your reputation.

Whether you’re new to independent reviews or want to sharpen your process, this session will give you the structure and confidence to plan your reviews properly—no audit required.

Presenter/s

Leana van der Merwe

Leana: Leana van der Merwe, with 18+ years in accounting and corporate governance, Leana leads technical support at CIBA and is a recognized thought leader in regulatory compliance.

What will set you apart

By attending this webinar you will gain the following competencies

Use ISRE 2400 (Revised) to build a planning process that protects your practice
Identify high-risk areas in your client’s financials—before you start the review
Set materiality the right way (and defend it if challenged)
Design efficient analytical and inquiry procedures that get real results
Document your planning work clearly—so you’re never caught off guard

Event breakdown

1. Welcome & Why Planning Matters

The real risk of “winging it” in independent reviews
What goes wrong when planning is skipped

2. ISRE 2400 (Revised) – Your Planning Blueprint

What ISRE 2400 actually says about planning
Turning the standard into a working, repeatable process

3. Identifying High-Risk Areas Early

How to spot red flags before they blow up
Using the client’s financials and business context to focus your work

4. Setting Materiality with Confidence

How to choose the right benchmarks
Defending your materiality judgment under review or inspection

5. Designing Efficient Procedures That Work

How to use analytical procedures and inquiries that actually uncover problems
Avoiding duplication and “tick-box” work

6. Documenting Your Planning Like a Pro

What to write down (and what not to)
Templates and techniques to stay organised and inspection-ready

7. Wrap-Up: Tools, Templates & Next Steps

Planning checklists and resources
Q&A and final takeaways to strengthen your next review

Certificate

The following event is awarded 3 CPD units in Independent Reviewer.