Client and Engagement Management - Managing the Black Holes That Erode Profitability ON DEMAND
Available Until
Your Desk
2.0 Credits
Member Price $87.00
Non-Member Price $100.00
Overview
Sound client and engagement management can influence both the effectiveness and efficiency of an audit engagement. This module will provide guidance on how to maximize return on time spent with critical areas, such as budgeting, scheduling, client assistance, and delegation.
Highlights
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.
Prerequisites
None.
Designed For
CPAs.
Objectives
Recall critical responsibilities for client and engagement management. Explain guidelines for better engagement budgeting and scheduling. Identify supervision and delegation techniques. Describe best practices for wrapping up engagements on time and within budget.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Jennifer Louis, Surgent McCoy CPE LLC
Jennifer F. Louis, CPA has over 25 years of experience in designing and presenting high-quality training programs in a wide variety of technical accounting, auditing, and “soft skills” topics needed for professional and organizational success. She is the principal author of audit and attest related courses for Surgent and a frequent speaker at Surgent live programs and seminars. Ms. Louis is also the president of Emergent Solutions Group, LLC, a company she founded in 2003, dedicated to developing and delivering a wide variety of accounting and auditing training services, including audit staff training, audit productivity improvement, and value-added auditing. Prior to that, she was executive vice president/director of training services at AuditWatch, Inc. Before joining AuditWatch, Ms. Louis was the financial/operational internal 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 $100.00
Member Price $87.00