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Online Audit Confirmations: 10 Tips to Help You Prepare for Busy Season

Originally recorded: December 12, 2012
Duration: 1 hour

Speakers:
Clark Hudgins, Vice President, Confirmation.com

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Busy season is just around the corner and this complimentary webinar will show you how online audit confirmations can make your job easier, and allow you to complete your audits quicker. This popular session has been updated to include some of the newest features, so don't miss your chance to learn 10 tips to help you get the most out of Confirmation.com.

 

Former White-Collar Criminal Shares Inside Secrets on How He Committed Fraud

Originally recorded: November 7, 2012
Duration: 1 hour

Speakers:
Mark Morze, former CFO, ZZZZ Best Carpet Cleaning
Brian Fox, CPA, Founder and Chief Marketing Officer, Confirmation.com

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Former CFO Mark Morze spent 4 ½ years in federal prison for stealing $100 million in the most infamous fraud of the 1980s - ZZZZ Best Carpet Cleaning. Don't miss your chance to hear Mark Morze discuss how and why he committed fraud. He'll also show you some of the 10,000 phony documents he created for audit support, including bank and receivable confirmations, inventory counts and other documents that fooled his auditors, several banks and even his own controller.

Plus, Brian Fox will examine the recent Peregrine Financial Group (PFGBest) fraud including details of how Russell Wasendorf hid the fraud for so long, the events leading up to the fraud's discovery, and how the fraud scheme was finally uncovered.

 

Automation As the Key to Improving Efficiency and Effectiveness of your Audits

Originally recorded: September 25, 2012
Duration: 1 hour

Speakers:
Donny Shimamoto, CPA.CITP, CGMA, IntrapriseTechKnowlogies LLC
Clark Hudgins, Confirmation.com

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As an audit firm looking to improve realization rates and staff productivity, how do you improve the efficiency and effectiveness of your audits? That is exactly what Donny Shimamoto, CPA.CITP, CGMA and Alan Anderson, CPA wanted to find out when they interviewed a variety of firms that were both successful and unsuccessful in utilizing technology to automate their audit processes.

Join us for a complimentary one-hour webinar to learn strategies that will help you successfully deploy technology to support key audit processes within your firm. Guest speaker Donny Shimamoto, CPA.CITP,CGMA along with a participating audit firm and Clark Hudgins from Confirmation.com will discuss what steps firms can take to move towards a more efficient audit process. They will share eight keys that should help guide firms as they strive to improve the efficiency and effectiveness of their audits. Attendees of this complimentary webinar will also get a copy of the whitepaper by CPA2Biz that discusses this idea in more detail.

 

Take Your Audit Practice to the Next Level: Discover 4 Best Practices Using Online Audit Confirmations

Originally recorded: Thursday, December 8, 2011
Duration: 1 hour
Speaker: Brian Fox, CPA - Founder and Chief Marketing Officer, Confirmation.com
Panelist: Peter Henley, CPA - CIO, Clark Nuber
Moderator: Melissa Rothchild - VP, CPA2Biz

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When using online audit confirmations, your firm's audit staff will definitely spend less time managing paper, and more time focusing on their client's needs. But how can your firm drive greater efficiency that takes your audit practice to the next level? During this webinar, you will learn:

  • How to implement a new-hire training program that ensures all staff auditors are following firm policies related to audit confirmation requests.
  • Ways to shift some billable hours in Q4.
  • Tips and tricks to easily reassign existing clients to other auditors when the need arises.

 

Online Audit Confirmations: 10 Tips to Help You Prepare for Busy Season

Originally recorded: Thursday, October 27, 2011
Duration: 1 hour
Speaker: Brian Fox, CPA - Founder and Chief Marketing Officer of Capital Confirmation, Inc.

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Busy season is just around the corner and this complimentary webinar will show you how online audit confirmations can make your job easier, and allow you to complete your audits quicker. Don't miss your chance to learn 10 tips you can use today to help you get the most out of Confirmation.com including how to:

  • Easily prepare confirmation requests in advance of January 1, 2012
  • Eliminate entering client and account data every year
  • Collaborate as a team when several auditors are working on a client's audit
  • Reassign clients to other auditors
  • And more

 

Finding Efficiency in Managing Audit Confirmation Requests -
A CPA Panel Discussion

Originally recorded: Thursday, July 28, 2011
Duration: 1 hour
Speaker: Brian Fox, CPA - Founder and Chief Marketing Officer of Capital Confirmation, Inc.
Moderator: Melissa Rothchild, VP, CPA2Biz
Panelists:
Andrew R. Nelson, CPA, Schaffner, Knight, Minnaugh & Co., P.C.
Michael Saltzman, CPA, Zinman & Company PC

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Join us in this free webinar where our two panelists will share how their firms find efficiency using Confirmation.com to manage their audit confirmation requests. In an interactive discussion, they will share what the process was like before using Confirmation.com, point out some of their favorite time-saving features, and what the results have been for their firms.

Audit Confirmation Tools to Help You Gear Up for Busy Season

Recorded: December 7, 2010
Duration: 1 hour
Speaker: Brian Fox, CPA - Founder and Chief Marketing Officer of Capital Confirmation, Inc.

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Audit confirmations should be simple to request, easy to manage, and their responses turned around quickly – all from a secure platform. Some methods such as mail and email make this impossible. With Busy Season just around the corner, learn how to make your job easier, and your audit confirmation requests simple and more efficient using Confirmation.com. You will also discover 8 tips you can use today to help you get the most out of Confirmation.com.

Understanding the New Standards for Audit Confirmations

Recorded: September 27, 2010
Duration: 1 hour
Speaker: Brian Fox, CPA - Founder and Chief Marketing Officer of Capital Confirmation, Inc.

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The AICPA, the PCAOB and the IAASB recently issued new and/or proposed standards for external audit confirmations that strengthen and modernize current standards. If you are an auditor, this webinar will explain the upcoming changes to audit confirmation requests and how they will affect future audit engagements.

Audit Confirmation Technology: How to Improve Audit Efficiency

Recorded: August 11, 2010
Duration: 1 hour
Speaker: Brian Fox, CPA - Founder and Chief Marketing Officer of Capital Confirmation, Inc.

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Learn how to improve your firm's audit confirmation process, increase efficiency, and reduce your exposure to fraud with a secure online solution.

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