Helping People

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Changing Lives

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Helping People • Changing Lives •

November 2026 Fiscal Cohort Call

Tuesday, November 17, 2026 (9:00 AM - 10:00 AM) (EST)

Description

This event is for CAAP members only. 

This cohort call provides participants with a step-by-step approach to preparing for a financial statement audit using an audit readiness checklist. Join Brandi Manna of B. Mae Accounting who will present on how to help organizations organize financial records, assign staff responsibilities, and ensure all required documentation is available before auditors arrive.

During this session, we will review each section of the audit preparation checklist, learn how to identify and resolve common issues before fieldwork begins, and develop a timeline for completing audit-related tasks. The training emphasizes proactive planning to reduce audit delays, improve efficiency, and achieve a successful audit outcome.


Sponsored by:


Elements of this activity support standards in Category 8 Financial Operations and Oversight. Upon request, CAAP will provide documentation regarding participation to substantiate any needs related to Org Standards. Including 7.9 - The organization conducts or make available staff development/training (including ROMA) on an ongoing basis. 

Reach out to info@thecaap.org for documentation. 

Zoom

, PA
Event Contact
Erika Carpin
(717) 233-1075 x18
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Tuesday, November 17, 2026 (9:00 AM - 10:00 AM) (EST)
Registered Guests
9
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