Assurance Advantage Level 2
In today’s dynamic regulatory environment, your assurance organization needs skilled individuals who can deliver high-quality, accurate audit engagements.
Event Description:
Assurance Advantage Level 2: Taking Responsibility for the Audit builds on foundational audit knowledge and focuses on strengthening the skills required to manage more complex audit areas. Designed for assurance professionals ready to expand beyond execution, this program emphasizes planning, issue identification, documentation quality, and effective communication.
Through interactive case studies, participants practice resolving documentation gaps, evaluating uncorrected misstatements, and communicating audit issues clearly and professionally. The program also introduces project management concepts and deepens participants’ understanding of the business of public accounting.
This training builds the technical, communication, and project management skills required to effectively fulfill the in charge role. Assurance professionals develop the ability to identify audit issues, tailor procedures, review work effectively, and manage engagement timelines while maintaining audit quality and firm standards.
Participants in this program will encounter hands-on exercises in various software platforms used in the Eide Bailly assurance practice. Our registration form asks for information on the software platforms your firm uses to ensure your staff member(s) can fully participate in the experience
Who Should Attend:
Assurance staff with approximately two years of experience, including those who have completed Level 1 or have gained equivalent on-the-job experience.
When:
Arrive June 8. Program dates: June 9–11, 2026
Where:
Houston, TX
Cost:
Early Bird Registration (through March 31, 2026): $1,650
Cost:
April 27, 2026
How to Register:
If interested in having someone from your firm attend:
- Click the link below
- Fill in your information on the first line
- Fill out the remainder of the form with the attendees information
- The attendee will then receive an email from Cvent within 48 business hours to register for the event
Registering on behalf of yourself:
- Click the link below
- Bypass the first question
- Fill out the reminder of the form with your information
- You will then receive an email from Cvent within 48 business hours to register for the event
Click here to complete the interest form and the attendee will receive an invitation within 48 business hours.
CPE:
CPE credit is currently under review. Details will be provided when credit becomes available.
Learning Objectives:
At the conclusion of this program, participants will be able to:
- Describe the key steps involved in effective audit planning
- Apply best practices to identify and assess audit risks
- Evaluate internal controls and document control assessments in accordance with professional standards
- Describe the audit fieldwork process and its role within the audit lifecycle
- Identify techniques for obtaining sufficient and appropriate audit evidence
- Apply time management, delegation, and team building strategies to improve audit efficiency
- Prepare accurate and complete audit workpapers in accordance with professional standards
- Apply project management principles to deliver timely, high quality audit engagements
Additional Information:
These are Group Live sessions. No prerequisites or advanced preparation are required. To qualify for CPE credit, each participant must check in and out of the sessions throughout the day. Please bring a mobile device to facilitate the check in and check out CPE process.
