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Remote Auditing: Lessons Learned
Audit & Assurance

Remote Auditing: Lessons Learned

Remoting auditing is a new tool for auditors. Safeguard the quality of your services and learn more techniques for effective remote auditing.

$109 - $131
Do you have an AICPA membership? Log in to apply your member discount.



NASBA Field of Study




CPE Credits



Sara Lord, Carl R. Mayes Jr.


Product Number


 Business & partner 
Product Details

Enhance your remote audits

Whether a passing necessity or the long-term status quo, remote auditing has become standard practice since the pandemic began. Remote audits offer flexibility and other benefits for clients and auditors. However, there are associated challenges and risks.

Discuss the best practices for effective remote auditing and techniques you can use to ensure you comply with professional standards.

In this webcast, you will learn how to

  • Vouch for client-prepared documents
  • Plan remote auditing and necessary procedures
  • Conduct fraud inquiries and walk-throughs remotely
  • Obtain evidence and gather documentation
  • Plan for remote inventory auditing

Key Topics

  • Tools necessary for remote auditing
  • Planning considerations when remote auditing
  • Impacts to further audit procedures when remote auditing

Learning Outcomes

  • Recall what the auditing standards say about remote auditing.
  • Identify best practices to address higher risk audit and accounting areas, especially as it relates to planning.
  • Distinguish additional audit procedures.
  • Identify documentation requirements when performing a remote audit.

Who Will Benefit

  • Practitioners who perform audit engagements
Credit Info
CPE Credits
NASBA Field of Study
Previous remote audit experience
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
2 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members

Group ordering for your team

2 to 5 registrants

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6+ registrants

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Contact us
Sara Lord
Sara Lord is a partner and chief auditor of RSM US LLP and the Chair of the AICPA Auditing Standards Board. She is responsible for oversight of the audit policy, accounting policy, quality management, audit innovation and audit technology departments. This includes the methodology, tools, training and thought leadership supporting RSM’s assurance services as delivered today and their evolution into the future. Sara is also a member of the RSM US LLP Board of Directors, providing governance and oversight of the firm’s strategic vision. As chief auditor, Sara leads the audit policy, accounting policy, quality management, audit innovation and audit technology departments of RSM. She has a deep knowledge of the auditing standards and the standard setting process. She leverages this passion and knowledge to influence the audit profession on a broader level through her committee work with the American Institute of Certified Public Accountants and Center for Audit Quality and delivery of thought leadership on relevant topics. She provides a middle market perspective ensuring that the voice of the firm and middle market companies is considered as accounting and auditing standards are designed. Sara has more than 25 years of experience in public accounting with a deep understanding of RSM clients, internal teams and the firm as a whole.
Carl R. Mayes Jr.
Carl Mayes is the AICPA’s Senior Director – Audit and Accounting Quality. Carl oversees the AICPA’s audit-related offerings, including learning, publications, and conferences. He is responsible for the Enhancing Audit Quality (EAQ) initiative and AICPA Not-for-Profit Section. He previously directed the CPA Evolution initiative, which is transforming the path to CPA licensure, and served on the AICPA Peer Review team. Carl is a licensed CPA in North Carolina and a Certified Association Executive. Before joining the AICPA, he worked as an auditor for regional and local public accounting firms.

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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Remote Auditing: Lessons Learned
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Feb 22, 2023
6pm8pm GMT
Mar 22, 2023
3pm5pm GMT
Apr 19, 2023
5pm7pm GMT
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