In this webcast, we will review best practices for audit readiness from the RFP process all the way through to the audit presentation and final board approval. This will include considerations for document preparation, setting timelines, and establishing any related policies.

Kristen Brummell, CPA, Manager, Client Accounting & Advisory Services
Thomas Jenkins, CPA, Director, Client Accounting & Advisory Services

Program Description Preparing Your Nonprofit for Its Annual Financial Audit
Important Notice Regarding CPE:
Learning Objectives At the end of this course, the attendee will be able to:

  • Identify the necessary documentation and procedures for advance preparation of financial audit
  • Interpret standard timeline expectations for the full audit process from RFP to presentation
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Auditing
Prerequisites Basic knowledge of your organizations audit process.
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.