Direct Engagements Basic (CRS-2004)

Product code: CRS-2004

Upcoming sessions

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March 23, 2026

Virtual

1:00 pm to 4:00 pm (ET)


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Overview

Delivery method

Delivery method

Virtual classroom

Duration

Duration

15h (5session of 3hours)

Audience

Audience

All employees

 

Description

Target audience: AP VFM 0D. Available to CCOLA members.

Required for externally hired auditors: AP VFM 01–03, DX VFM/APA, and PX VFM/APA must complete it within the first 6 months at the office.

Prerequisites: CRS-2001 Welcome to Direct Engagement

The course covers the basics of a performance audit and the tools required to understand and contribute to a performance audit. You will also learn the purpose and structure of a performance audit and recognize the importance of TeamMate and the Direct Engagement Manual. This course was formally known as Direct Engagement Basic.

At the end of this course, you will be able to:

• Explain the purpose and steps of the process of a direct engagement.

• Discuss key requirements of CSAE 3001 and the Manual for Direct Engagements.

• Manage key aspects of planning and executing a direct engagement.

• Understand the roles and responsibilities of audit team members.

 

Additional upcoming sessions

Date and Time Session code Location Language Available seats
March 23, 2026, 1:00 pm to 4:00 pm (ET) CRS-2004-S-00432-EN Virtual English 5
Date modified: 2023-08-03

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