Audit 307: Client and Profitable Engagement Management
Online
2.00 Credits
Member Price $89.00
Non-Member Price $124.00
Overview
Client and Engagement Management - Managing the Black Holes That Erode Profitability will provide guidance on how to maximize return on time spent with critical areas, such as budgeting, scheduling, client assistance, and delegation. Sound client and engagement management can influence both the effectiveness and efficiency of an audit engagement. Note: This course is recommended as a part of a 16-hour audit skills curriculum for in-charge or supervisor auditors, while it is also appropriate for anyone who has responsibilities for client and audit engagement management. 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...
- Identify critical responsibilities for client and engagement management
- Recall guidelines for better engagement budgeting and scheduling
- Identify supervision and delegation techniques
- Recognize best practices for wrapping up engagements on time and within budget
Highlights
The major topics covered in this course include:
- Importance of quality control on audits
- Why engagement budgets are not used, and how to overcome the barriers to success
- Determining useful budget amounts to use as a tool
- Better engagement scheduling tips for improved efficiency
- Making sure the client is ready on the first day of the audit
- Delegating for professional development and leveraging audit hours
- Handling difficult delegation scenarios
- Better engagement wrap-up tips and techniques
Designed For
Accountants with responsibility for clients and engagements
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.
Non-Member Price $124.00
Member Price $89.00