Surgent's Desired Traits of In-Charges, Seniors and Supervisors (Audit Skills Training - Level 5) (Self-Study)

Code: JSODA5M1

Date Valid for one year from purchase date
Format Self-Study (On-Demand)
CPE credits CPE 3.0
Field(s)
of study
Management Services - Technical (3.0)
Fees
Standard member fee $54.00
checkmarkStandard nonmember fee $54.00

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Description

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.

Who should take this program?

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

Major subjects

  • 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 objective(s)

  • 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

Notes:

Course code Code JSODA5M1
Sponsor Surgent
NASBA ID#: 103212
Level Advanced
Format Self-Study (On-Demand)
Prerequisites Prereq. Experience on complex audit engagements
Advance
prep
None