Surgent's Coaching Staff to Stay on the Right Track (Audit Skills Training - Level 5) (Self-Study)

Code: JSODA5M8

Date Valid for one year from purchase date
Format Self-Study (On-Demand)
CPE credits CPE 3.0
of study
Personnel/Human Resources - Non-Technical (3.0)
Standard member fee $54.00
checkmarkStandard nonmember fee $54.00

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Being a successful coach requires tackling various responsibilities, including motivating, providing positive and constructive negative feedback, and otherwise getting the best performance out of engagement team members in the given situation. This module provides tips and techniques for critical coaching responsibilities.

Who should take this program?

Accountants with responsibilities for coaching staff for higher performance on audit engagements

Major subjects

  • Different ways to appropriately motivate others for performance, including nonmonetary awards
  • Modifying coaching style to the various specific situation, considering both task and relationship factors
  • Tips for engaging in difficult conversations with others, including staff, peers, supervisors and clients
  • Giving constructive negative feedback to staff, including creating an action plan for improvement

Learning objective(s)

  • Discuss how to motivate teams for engagement success
  • Explain the appropriate use of different coaching styles
  • Describe a process for engaging in difficult conversations
  • Discuss a process for giving constructive feedback


Course code Code JSODA5M8
Sponsor Surgent
NASBA ID#: 103212
Level Intermediate
Format Self-Study (On-Demand)
Prerequisites Prereq. Experience on complex audit engagements