Webinar

As firms continue to refine their risk assessment, monitoring, and remediation processes, expectations around how monitoring is designed and executed are evolving. This intermediate-level session provides a practical look at what firms should be watching for, how anticipated changes may affect monitoring activities, and how to translate those insights into a workable monitoring and remediation plan.

Participants will hear perspectives from local and regional-focused firms on actions already undertaken, lessons learned, and how monitoring plans are being structured across timing, people, and methodology. The session will also explore internal inspection approaches and the role of technology in supporting monitoring and remediation efforts. A moderated fireside chat and live Q&A will allow participants to examine real-world considerations, including the impact of busy season and resource constraints, and identify next steps they can apply within their own firms.

Learning objectives:

1. Analyze key risk assessment considerations that influence monitoring and remediation priorities within CPA firms.
2. Assess the impact of anticipated changes on firm monitoring activities, including timing, staffing, and methodology.
3. Apply practical approaches to designing a monitoring and remediation plan, drawing on examples from small- and medium-sized firm perspectives.
4. Evaluate internal inspection and technology-enabled monitoring approaches to determine how they support effective remediation efforts.