Transforming Agreed-Upon Procedures – December 2024

Date:

2 December, 2024

Time:

Available from 08:00

Hours:

1 hour

CPD Units:

2

Category:

Practice Management

Group:

Channel 0: Foundation, Channel 1: Compliance

Format:

Webinar

Product Information

Join us for an engaging 2-hour CPD session designed to clarify Agreed-Upon Procedures (AUP) and turn them into powerful tools for your practice. This event will provide a comprehensive understanding of AUP engagements, from designing effective procedures to executing them with precision. Through practical examples and real-world applications, you’ll learn how to tailor AUPs to meet specific client needs, avoid common pitfalls, and communicate results effectively. Whether you’re new to AUPs or looking to refine your skills, this session will equip you with the insights and confidence to enhance client relationships and deliver exceptional value.

What will set you apart

By attending this webinar you will gain the following competencies:

    • Understanding AUP Basics: Grasp the fundamental principles and objectives of Agreed-Upon Procedures engagements.

    • Designing Effective AUPs: Learn how to structure AUPs to meet specific client needs and objectives.

    • Executing AUP Engagements: Master the step-by-step process of conducting AUPs, from planning to reporting.

    • Avoiding Common Pitfalls: Identify and avoid common challenges and mistakes in AUP engagements.

    • Real-World Application: Explore practical examples and case studies to see how AUPs are applied in various scenarios.

    • Communicating Results: Develop skills to effectively communicate findings and insights to clients.

    • Enhancing Client Relationships: Discover how AUPs can add value and strengthen trust with clients.

Event breakdown

Event breakdown

    1. Welcome and Introduction  

        • Overview of the session objectives

        • Introduction to AUP and its importance in practice

    1. Understanding AUP Basics  

        • Definition and scope of AUP engagements

        • Key differences between AUP and other types of engagements

    1. Designing Effective AUPs 

        • How to tailor AUPs to specific client needs

        • Important considerations when selecting procedures

    1. Executing AUP Engagements  

        • Step-by-step guide to conducting AUPs

        • Tools and techniques for efficient execution

    1. Case Study: Real-World Application  

        • Practical examples of AUPs in various scenarios

        • Group discussion and analysis

    1. Avoiding Common Pitfalls  

        • Identifying and overcoming common challenges

        • Tips for ensuring accuracy and compliance

    1. Communicating Results Effectively  

        • Best practices for reporting AUP findings

        • How to present insights to clients clearly and concisely

    1. Q&A and Closing Remarks  

        • Open floor for questions and discussion

        • Recap of key takeaways and next steps

Certificate

The following event is awarded 2 CPD units in Business Education – Practice Management

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.

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