Published: August, 2022
Engagement management is a term that is mostly associated with project management. It is a management process that brings together client relations (sales and support), project management, delivery, and quality management to satisfy clients
Every audit, tax return, or consulting engagement is a project that needs to be actively managed to deliver a quality product, be profitable, and enhance the client relationship. If you don't understand their interactions your engagements will be late, over-budget, and stressful. Sound client and engagement management can influence both the effectiveness and efficiency of an audit engagement.
Major topics covered in this CPE Auditing webinar are:
This CPE webinar will guide how to maximize the return on time spent with critical areas, such as budgeting, scheduling, client assistance, and delegation.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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 submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
President, Emergent Solutions Group LLC
Jennifer F. Louis, CPA has over 25 years of 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, LLC, where she focuses her energy on designing and delivering high-quality, practical, and engaging accounting and auditing training. She was most recently Director of Audit Product Development at Surgent Professional Education, and prior to that served as Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly-respected training and audit process consulting firm. Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. At the start of her professional career, Jennifer was an Audit Manager for Deloitte & Touche LLP, where she frequently served as a local and national instructor. Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. Besides loving life on the lake with her husband in Charlotte, NC, she enjoys hiking with her little dog Frodo Beggins, and savoring any precious moments spent with her two young adult boys.
Emergent Solutions Group is highly rated in course design and instruction on a wide array of topics, including accounting, auditing, personal development, project management, practice management, and more. Our Services includes :
1. Developing High-Caliber, Cost-Effective Training Content
2. Revamping or Customizing Existing Training Offerings
3. "On-Call” Instructing and Speaking
4. Training the Trainer