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Grading Your Auditors - Are You Getting the Most Value?

Monday, December 2
 2:30pm - 4:30pm

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2.00 Credits

Member Price $89.00

Non-Member Price $124.00

Overview

An audit is an investment in reliable financial reporting and compliance, and an increased return on those dollars can be achieved by hiring the right auditors. This course will provide key factors for you to consider when evaluating whether you are getting the most quality and insight from your auditors, to enable them to perform the most value-added audit possible in the given circumstances - while retaining the trust of a CPA. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives

After attending this presentation you will be able to...

  • Describe how to identify signs that your auditors may be over- or under-auditing
  • Explain the "soft" skills, such as communication, creativity, critical thinking, and more that your auditor should readily exhibit in order to give you the greatest return for your audit dollars
  • Apply illustrative examples, of value-added business advice and assistance the auditor may apply without impairing independence

Highlights

The major topics that will be covered in this class include:

  • Limitations in roles and responsibilities an auditor can accept without impairing independence
  • Assessing the strength of your auditor's ability to think critically, strategically, and creatively in appropriate circumstances
  • Evaluating your auditor's time and project management stills
  • Grading your auditor's communication and interpersonal skills, in exceeding your expectations on an audit

Designed For

Anyone who manages the external auditor relationship

Prerequisites

None

Preparation

None

Notice

You will receive an email from CPA Crossings via Webex with instructions to access the webinar.

Leader(s):

Leader Bios

Jennifer Louis, Surgent McCoy CPE, LLC

Jennifer F. Louis, CPA has over 19 years of experience in designing and presenting high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organizational success. In 2003, she founded Emergent Solutions Group, LLC, a company dedicated to developing and delivering accounting and auditing training services. She was most recently executive vice president/director of training services at AuditWatch, Inc., a highly respected training and consulting firm serving the audit profession. During her six years at AuditWatch, Ms. Louis served in many other capacities, including vice president of product development, and a consultant for the firm’s Audit Productivity Improvement Program TM. She also coauthored a manual on value-added auditing. Before joining AuditWatch, Ms. Louis was the financial/operational audit manager at AARP. While at AARP, she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and training sessions. Ms. Louis was also an audit manager for Deloitte and Touche, LLP. During her years in that firm’s Washington, D.C. office, she served as an instructor for the firm’s national “Train the Trainers” program. Ms. Louis graduated summa cum laude from Marymount University with a BBA in accounting.

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Non-Member Price $124.00

Member Price $89.00