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Self-StudySELECT STARTING AT $54

On-Demand Webcast

Credits: 3

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$54
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  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

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Desired Traits of In-Charges, Seniors and Supervisors (Audit Skills Training - Level 5) (A5M1)

  • Customer Rating
  • Field of Study
    Auditing
  • Level
    Advanced
  • Credits
    3
  • Qualifies for

    CPE

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 client through superior client service, and developing other professionals.

Major Topics:

  • Improving a firm’s financial results be improving effective and efficient audits
  • Transforming the audit through creative thinking
  • Managing change for positive outcomes
  • Retaining client through ensuring exceptional service
  • Developing other professional through mentoring, counseling and delegation

 

Learning Objectives

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

Who should take this course:

Designed for:

Accountants who in-charge or supervise engagements, who need to transition to be a firm leader.

Prerequisite:

Experience on complex audit engagements

Advanced Preparation:

None

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