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Audit 501: Personality Styles - Improving Your Interactions

Friday, December 27
 11:00am - 1:00pm

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2.00 Credits

Member Price $89.00

Non-Member Price $124.00

Overview

Personality Styles - Adapting to Different Types of Personalities for Improved Relationships and Interactions provides guidance for effectively adapting to various personality styles. Every individual has a dominant personality style, which includes relevant strengths and weaknesses. Effective interactions require individuals to adapt behaviors to complement, balance or counteract the traits of others. Note: This course is recommended as a part of a 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for interacting with others. 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...

  • Recognize four primary personality styles, including relative strengths and weaknesses
  • Identify what traits you and others demonstrate
  • List factors to consider to more effectively communicate and otherwise interact with others
  • Recall best practices for modifying personal behaviors in appropriate circumstances to result in better situational outcomes with others

Highlights

The major topics covered in this course include:
  • Defining primary personality style characteristics
  • Determining your own primary personality style and the style of others
  • Effectively adapting for improving interactions with various personality styles
  • Leveraging strengths and minimizing the negative impact of personality weaknesses
  • Applying personality style analysis to real-life situations involving clients, staff, peers and superiors

Designed For

Accountants with responsibilities for effectively interacting with others

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