AuditWatch University Level 5: Moving Beyond In-Charge

Course Details Duration: Three Days Prerequisite: 4-7 Years Experience Level of Instruction: Advanced Delivery Method: Group-Live CPE Credits: 24 Credits (15 Personal Development, 6 Communication, 2 Accounting, 1 Auditing) Advanced Preparation: None Registration: To register for a public course, visit our Course Schedules page. To inquire about In-House Training, or other questions, call 800.775.9866

This course helps participants develop necessary skills for individuals growing into a managerial role at their firm. This course focuses on the multiple roles and responsibilities that may go beyond the traditional client engagement. There is a focus on growing and developing management level skills.

Learning Objectives by Module
After the session, participants should be able to:

Leadership — 6 Credits (Personal Development)

• List and rank in importance to their roles characteristics of effective leaders
• Describe five or more key skills needed to effectively lead projects and initiatives and to retain people
• Describe techniques for mentoring employees, including discussion of the roles of a mentor, and various models for coaching and counseling
• Apply various learned techniques and skills noted above related to leadership

Management Activities — 4 Credits (Personal Development)

• Prioritize and generate a personal plan for managing the myriad of billable and non-billable tasks and projects, such as the following:
• Managing client contracts and projects
• Staying current technically
• Mentoring others
• Implementing firm initiatives
• Describe and apply techniques for managing colleagues, including partners, clients, seniors, and administrative staff
• Lead effective and efficient meetings through use of agendas, meeting organization, and attendee management

Practice Management & Development— 2 Credits (Personal Development)

• Define the key elements of practice development in professional services
• Describe techniques for managing growth through client service and relationship building
• Identify opportunities and markets to increase firm revenues
• List methods for developing referrals

Negotiation — 3 Credits (Personal Development)

• Perform a self-assessment of abilities in the various phases of negotiation
• Describe and apply four or more methods for improving negotiation skills that can be used in a variety of common business situations
  

Presentation Skills — 6 Credits (Communication)

• List characteristics of effective presenters
• Describe strategies for developing and delivering common public accounting related presentations
• Organize and deliver a presentation

Auditing and Accounting Issues — 3 Credits (2 Accounting, 1 Auditing)

• Discuss changes to current and future accounting and auditing standards (includes discussing the potential impact and time line of IFRS)
• Identify auditing and accounting issues that arise in common client situations
• Provide staff and less senior team members guidance on applying effective and efficient audit and project management techniques
   
  

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For more information regarding refund, complaint, and program cancellation policies, please contact our office at 800.775.9866.

AuditWatch is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Web site www.nasba.org.