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

Welcome to myCPE

Learning Objectives

To discuss critical responsibilities for client and engagement management.
To explain guidelines for better engagement budgeting and scheduling.
To review supervision and delegation techniques.
To identify and describe best practices for wrapping up engagements on time and within budget.
To analyze different engagement wrap-up techniques.

Course Description

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:

Importance of quality control on audits
Why engagement budgets are not used, and how to overcome the barriers to success
Determining useful budget amounts to use as a tool
Better engagement scheduling tips for improved efficiency
Make sure the client is ready on the first day of the audit
Delegating for professional development and leveraging audit hours
Handling difficult delegation scenarios
Better engagement wrap-up tips and techniques

This CPE webinar will guide how to maximize the return on time spent with critical areas, such as budgeting, scheduling, client assistance, and delegation.

Here is the link to your interests: Accounting & Auditing CPE Courses | CPE Courses for Certified Internal Auditors

Overview

Why might budgets not be used?

7 mins
Realistic budgets are important

16 mins
Guidelines for better scheduling

29 mins
Why do firms underdelegate?

53 mins
Response when projects go away

71 mins

Webinar Qualifies For

2.5 CPE Credit of Auditing for Certified Public Accountants (CPA-US)
2.5 General Credit of Auditing for Accountant/Bookkeeper/Tax Professionals
2.5 CPD Credit of Auditing for CPA in Canada
2.5 CPE Credit of Internal Auditing for Certified Internal Auditors (CIA)
2.5 CPE Credit of Auditing for Certified Fraud Examiner (CFE)
2.5 CPE Credit of Auditing for Certified Management Accountants (CMA)
2.5 CPE Credit of Auditing for Certification in Risk Management Assurance (CRMA)
2.5 CPD Credit of Auditing for Certified Financial Forensics (CFF)
2.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
2.5 CPE Credit of Auditing for Certified Government Financial Manager (CGFM)
2.5 CPE Credit of Auditing for Certified Government Auditing Professional (CGAP)
2.5 CPD Credit for Chartered Accountant - ICAEW
2.5 CPE Credit of Auditing for Internal Audit Practitioner (IAP)
2.5 CPE Credit of Auditing for Certified Internal Controls Auditor (CICA)
2.5 CPE Credit of Auditing for Qualification in Internal Audit Leadership (QIAL)
2.5 CPD Credit for Chartered Accountants - Scotland
2.5 CPE Credit of Auditing for Iowa Licensed Public Accountant (IA-LPA)
2.5 CPD Credit for Chartered Accountants - Ireland (CAI)
2.5 CPD Credit for CPA - Ireland
2.5 CPE Credit of Auditing for Maine Licensed Public Accountant (ME-LPA)
2.5 CPE Credit of Auditing for Delaware Licensed Public Accountant (DE-LPA)
2.5 CPE Credit of Auditing for Certified Controls Specialist (CCS)

About Instructor

Jennifer Louis, CPA (US)

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.

Additional Information

Duration

2.5 Hours

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

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NASBA APPROVED

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.

Ratings and Review

4.5

Excellent

Very Good

Average

Poor

Terrible

Samer Jibril, CIA

Great presentation on time and budget management towards achieving a successful engagement delivery and ultimate client satisfaction!

Michael Muro, CIA

The course was very detailed with useful information.

Mqapeli Ndlovu, CRMA, CFE, CIA

great presentation, great material

Edward Tam, CPA in Canada, CIA

good examples and slide deck

Ioanna Pispini, CIA

It was excellent. Thank you

2.5 Credits

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Subject Area

Auditing

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

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Jennifer Louis, CPA (US)

Other Details

Additional Information

2.5 Hours

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Samer Jibril, CIA

Michael Muro, CIA

Mqapeli Ndlovu, CRMA, CFE, CIA

Edward Tam, CPA in Canada, CIA

Ioanna Pispini, CIA

Subject Area

Unlimited Access Plan

Inclusions

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