Self-Study

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

  • Wednesday, January 29, 2020 – Friday, April 30, 2021

  • 3
    CREDITS
    Management Services

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.

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

Highlights

  • 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

 

Additional Information

Designed For

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

Vendor

Surgent

Advanced Preparation

None

Credits

3.00 Advisory Services

Prerequisite

Experience on complex audit engagements

Course Number

2024037

Level of Knowledge

Advanced

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