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AuditWatch University Level 5: Moving Beyond In-Charge "Taking the Lead"


Course Details
Duration: Three Days
Prerequisite: 5-6 Years Experience
Level of Instruction: Advanced
Delivery Method: Group-Live
CPE Credits: 24 Credits (5 Personal Development, 10 Communications & Marketing, 8 Auditing, 1 Personnel / Human Resources)
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 +1 800 775 9866

In this course, participants enhance and reach beyond technical expertise to develop critical managerial skills to further their firm’s success. In the professional development area, participants learn results-oriented leadership skills to better manage multiple engagements and teams. The course also includes presentation skills, advanced communication and negotiation, and business development. In the technical expertise area, participants become familiar with advanced audit issues and learn tips for reviewing audit work, developing the audit strategy, and reporting.

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

Goal-Setting and Prioritization — 2.5 Credits (Personal Development)

  • Identify personal time management techniques
  • Practice techniques to more effectively identify, rank and choose priorities
  • Learn and apply a structured model to set and achieve goals

I Am a Leader — 2.5 Credits (Personal Development — 1.5 Credits, Personnel / Human Resources — 1 Credit)

  • Recognize your role as a leader
  • Self-assess your leadership style
  • Identify ways to improve your personal leadership skills
  • Identify ways to become a better mentor / coach

Collaborative Negotiation — 2 Credits (Communications and Marketing)

  • Describe and apply collaborative negotiation skills that enable business success
  • Learn skills to handle challenging conversations

Business Development Skills — 2 Credits (Communications and Marketing)

  • Identify the three primary practice development goals
  • Learn ways to retain existing clients and expand product / service offerings to them
  • Explore techniques to create new business opportunities
  • List best practices for creating a personal client development plan

Presentation Skills — 6 Credits (Communications and Marketing)

  • List and explore the characteristics of effective presenters
  • Use proven techniques to organize and deliver engaging presentations

Developing the Overall Audit Strategy — 3 Credits (Auditing)

  • Assist in the development of the overall audit strategy
  • Better understand various components of the overall audit strategy including group audit strategy, using the work of others, testing internal controls and performing interim procedures

Reviewing the Audit — 1 Credit (Auditing)

  • List and describe the professional standards related to engagement audit quality and review
  • Describe the roles of engagement reviewers
  • Identify engagement technical review strategies to maximize audit quality and efficiency

Special Audit Issues — 3 Credits (Auditing)

  • List and describe matters that give rise to special audit issues
  • List strategies to identify and address issues early in the audit process
  • Identify the professional standards related to areas that give rise to advanced special audit issues

Reporting on Audits, Reviews and Compilations — 1 Credit (Auditing)

  • Modify the auditor’s opinion and the accountant’s review and compilation reports
  • Add emphasis-of-matter and other-matter paragraphs

Introduction and Summary: Best Practices — 1 Credit (Personal Development)

  • Identify current and upcoming roles and responsibilities that require their strong, competent leadership
  • Identify best practices
  • Share insights with fellow participants


Video ClipAuditWatch University Level 5:
Moving Beyond In-Charge Taking the Lead

Jacquie Alger, CPA, and Jex Varner, CPA discuss AuditWatch University's "Level 5: Moving Beyond In-Charge Taking the Lead" course, part of the AWU staff training program.
View Video >>

For more information regarding refund, complaint, and program cancellation policies, please contact our office at +1 800 775 9866.

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Course Schedule

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