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.
Learning 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
Major Topics
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
CPE Credits Available
2 CPE
2
Personal Development
Things to Know About This Course
Course Level
Basic
Professional Area of Focus
Accounting & Auditing
Prerequisites
None
Advanced Preparation
This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.
Intended Audience
Accountants with responsibility for clients and engagements
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