Transforming Agreed-Upon Procedures into a Powerful Tool for your practice – August 2024

Available from

26 August, 2024

CPD

Course Category:

Practice Management

Level:

Moderate

This CPD session is designed to equip CIBA members with the knowledge and skills to effectively perform Agreed-Upon Procedures (AUP) engagements. Participants will learn how to design and execute AUPs that deliver clear, reliable, and actionable insights for clients. The session will blend technical guidance with practical examples, making the learning experience both informative and engaging, ensuring that members can confidently apply these procedures in their professional practice.

Not Available

Product Information

What you will learn

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.

Description

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.

Price

This event is free

Content:

The webinar will cover the following topics: 

1. Welcome and Introduction

Overview of the session objectives

Introduction to AUP and its importance in practice

2. Understanding AUP Basics

Definition and scope of AUP engagements

Key differences between AUP and other types of engagements

3. Designing Effective AUPs

How to tailor AUPs to specific client needs

Important considerations when selecting procedures

4. Executing AUP Engagements

Step-by-step guide to conducting AUPs

Tools and techniques for efficient execution

5. Case Study: Real-World Application

Practical examples of AUPs in various scenarios

Group discussion and analysis

6. Avoiding Common Pitfalls

Identifying and overcoming common challenges

Tips for ensuring accuracy and compliance

7. Communicating Results Effectively

Best practices for reporting AUP findings

How to present insights to clients clearly and concisely

8. Q&A and Closing Remarks

Open floor for questions and discussion

Recap of key takeaways and next steps

Certificate

The following CPD is awarded 2 Units Business Education – Practice Management.

1 unit for 1-hour CPD webinar

1 unit for assessment completed

Requirements

There are no preconditions for this course.
Moderate level.
Recorded webinar made available on a specified date.

Presenter

Leana van der Merwe

Leana van der Merwe is a Chartered Accountant and Registered Auditor with over 18 years of experience in business accounting, auditing, and corporate governance. She has held key leadership roles throughout her career, including as an Audit Director at RSM South Africa and as a Technical and Standards Executive within the professional body space at SAIPA. At RSM, Leana played a crucial role in driving audit excellence and managing international engagements across various sectors, while at SAIPA, she was instrumental in guiding over 14,000 members through complex regulatory environments and leading significant industry initiatives.

Leana’s expertise extends to her active participation in several prestigious committees, such as the PAFA Technical Advisory Group, the IFAC Anti-Money Laundering Committee, and the IFRS Foundation’s SME Implementation Group, where she has significantly influenced legislative commentary and stakeholder engagement on both local and international stages.

Currently, Leana serves as an Independent Contractor, engaged by the Chartered Institute of Business Accountants (CIBA) in their Technical, Education, and Professional Development units. In this role, she continues to drive innovation and excellence, providing critical support and insights to professionals in the accounting sector. Leana is a sought-after speaker and thought leader, recognized for her strategic vision, transformative leadership, and commitment to advancing the profession.

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