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Critical Traits of a Thinking Auditor - Stretching Experienced Auditors Beyond the Basics ON DEMAND

Available Until

Your Desk

2.0 Credits

Member Price $87.00

Non-Member Price $100.00

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Overview

Those in charge of the day-to-day supervision of engagements need to consciously embrace and demonstrate characteristics that will enable him/her to transition to a firm leader. This includes a focus on three key pillars: financial success, retaining clients through superior client service, and developing other professionals. This course will provide tips and best practices for stretching an experienced auditor past the basics in each of the three pillars of success.

Highlights

Financial success, retaining clients through superior client service, and developing other professionals.

Prerequisites

None.

Designed For

CPAs.

Objectives

Recall critical elements of effective and efficient audits. Explain how to use creative problem solving to enhance engagement management and client service. Identify client service and business development roles. Describe important traits to demonstrate when transitioning to being a firm leader.

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.

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Non-Member Price $100.00

Member Price $87.00