Price: £125 +VAT

This 90-minute, instructor-led session is designed for audit professionals managing consolidated engagements and group audits in Caseware Cloud. Through interactive demonstrations and hands-on exercises in a dedicated training environment, participants will explore practical approaches to setting up consolidation structures, managing linked engagements and using central planning capabilities. 

Using Mercia Company Audit as the basis for the session, participants will explore how these tools and processes support the planning, coordination and review of group audit engagements. The principles covered will also apply across the UK audit methodologies available in Caseware Cloud. 

Led by Phil Reeves, the session will focus on streamlining workflows, reducing manual effort and improving collaboration across engagement teams, helping firms manage group and consolidated audits with greater consistency and confidence. 
 

Learning Objectives  

By the end of this session, participants will be able to:  

- Use the Consolidation Tree to configure and manage consolidated engagements 
- Understand the different uses of imported trial balances and linked engagements 
- Synchronise and reconsolidate linked engagements effectively 
- Customise consolidated financial statements using dynamic tables and Cloud Connector 
- Use central planning capabilities to coordinate multi-entity engagements 
- Review and monitor work performed by component auditors 
- Apply practical workflows to support group audit execution and oversight 

Course Level: Basic  

Prerequisites: None  

Advanced Preparation: None   

Field of Study: Audit and Financial Reporting 

Delivery Method: Group Live