CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS
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Webcast

Critical Traits of a Thinking Auditor – Stretching Experienced Auditors Beyond the Basics

Individual
Teams

$98.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

2 Credits: Personal Development
Course Level
Intermediate
Format
Webcast

Course 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 clients through superior client service, and developing other professionals.  This course will provide tips and best practices for stretching experienced auditor past the basics in each of the three pillars of success.

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Learning Objectives

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

  • Recall critical elements of effective and efficient audits
  • Explain how to use creative problem solving to enhance engagement management and client service
  • Identify client service and business development roles
  • Describe important traits to demonstrate when transitioning to being a firm leader
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Course Specifics

Course ID
WC1724380968
Revision Date
April 17, 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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