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Webcast

Client and Engagement Management – Managing the Black Holes That Erode Profitability

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Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
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CPE Credits

2 Credits: Personal Development
Course Level
Intermediate
Format
Webcast

Course Description

Sound client and engagement management can influence both the effectiveness and efficiency of an audit engagement. This module will provide guidance on how to maximize return on time spent with critical areas, such as budgeting, scheduling, client assistance, and delegation.

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Learning Objectives

Upon completion of this course, participants will be able to:

  • Recall critical responsibilities for client and engagement management
  • Explain guidelines for better engagement budgeting and scheduling
  • Identify supervision and delegation techniques
  • Describe best practices for wrapping up engagements on time and within budget
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Course Specifics

Course ID
WC1724393705
Revision Date
September 13, 2024
Prerequisites

Experience in basic audits

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Jennifer F. Louis, CPA

Jennifer F. Louis, CPA has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization’s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President/Director of …

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