Master Class - July 23 2019

Make Your Audits Data-Driven Part 2: Expenditures

Speaker
Al Anderson, CPA, President - ACCOUNTability Plus, LLC
 

Session Description

Taking a data-driven approach can transform your expense testing to identify potential fraud, cost-saving opportunities and other insights. This one-hour webcast covers interactive examples for using data when auditing expenditures in CaseWare IDEA®.
 

Learning Objectives

• Identify data-driven audit opportunities for expenditures

• Analyze expense patterns, expense cut-off and subsequent disbursements

• Apply data analytics techniques to search for unauthorized purchases by person, vendor and approval threshold

• Perform recurring expense frequency and seasonality analysis to compare monthly and yearly trends

Speaker Bio

Al is the President of ACCOUNTability Plus, LLC, a global leader in accounting and assurance advancement. He is the Founder of A&A Leaders Leagues, a collaboration of leaders redefining A&A for the future. He is a frequent speaker and educator who works directly with auditors and firms to transform their A&A services. Over his career spanning more than three decades, Al worked from staff auditor to Senior Vice President at the AICPA before creating ACCOUNTability Plus, LLC. He continues to participate in “Auditing in the Future” initiatives and is committed to his vision of redefining A&A.