Webinar (CPA Crossings): SUBSCRIPTION: Advanced Managerial Skills for Auditors 🗓️

After attending this subscription, you will be able to...

• Recognize four primary personality styles, including relative strengths and weaknesses
• Identify what traits you and others demonstrate
• List factors to consider to more effectively communicate and otherwise interact with others
• Recall best practices for modifying personal behaviors in appropriate circumstances to result in better situational outcomes with others
• Identify the importance of continuously marketing to retain existing clients
• Recognize best practices for developing opportunities to engage with prospective clients
• Recall what differentiates your firm and its services from the competition in a way that is easily communicated and understood

• The major topics that will be covered in this course include:

  Course 1: Audit 501: Personality Styles

• Improving Your Interactions

  CPE: 2

  Description: Personality Styles provides guidance for effectively adapting to various personality styles. Every individual has a dominant personality style, which includes relevant strengths and weaknesses. Effective interactions require individuals to adapt behaviors to complement, balance or counteract the traits of others.

  Course 2: Audit 502: The Art of Discipline and Getting Things Done

  CPE: 2

  Description: The Art of Discipline and Getting Things Done provides best practices for various areas that support this culture of discipline, including time, team, and project management. Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner.

  Course 3: Audit 503: Management

• Being a Balanced Leader-Manager

  CPE: 2

  Description: Management Skills

• Exhibiting Traits of a Balanced Leader-Manager provides tips and techniques for striking the right balance between managing individuals and engagement teams and leading the overall strategic direction of a firm. Short-term profitability and long-term viability are important objectives of any successful organization.

  Course 4: Audit 504: Making Rain

• Success with Clients and Prospects

  CPE: 2

  Description: Making Rain

• Improving Success with Retaining Clients and Attracting Prospects provides tips and techniques for ensuring that your firm has the capacity to grow and expand its book of business in a healthy way. It costs more money to develop a new client than to simply retain an existing one. While a CPA firm with longevity needs to continuously develop new business to replace departing clients, a proper balance of marketing efforts should be divided between existing clients and prospects.