Review Skills – Evaluating Work from Humans or AI

Objectives

Accountants are regularly presented with information that someone or something has produced – be that a junior member of the team, an external expert or generative AI. This course aims to provide practical guidance for individuals when faced with such information to enable them to perform an effective review. It will also consider the role of firm-wide procedures to ensure a suitable level of quality control is maintained.

Key Topics

• Understanding risk, based on the preparer and the purpose of the work
• Understanding the prompt engineering process for Generative AI and creating a culture or controlling, disclosing and reviewing AI involvement
• Developing a targeted approach to review
• Documenting review
• Review feedback / training tips
• Drafting procedures for the firm
• Interaction of Quality Control and Practice Assurance

Who Should Attend 

Partners and managers in practice who review work before sending on to clients.