Snyder Cohn Managing the Black Holes of Client and Engagement
Description
Sound client and engagement management can influence both the effectiveness and efficiency of an audit engagement. This module will provide guidance on how to maximize return on time spent with critical areas, such as budgeting, scheduling, client assistance and delegation.
Learning Objectives
Upon completion of this course participants will be able to:
Discuss the role of the in-charge, senior or supervisor for client and engagement management • Explain guidelines for better engagement budgeting
Describe tips for better engagement scheduling
Discuss supervision and delegation techniques
Major Topics
Importance of quality control on audits
Why 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
Making 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
Provider
Business Learning Institute
Course Level
Intermediate
CPE Field of Study
Auditing
4.0
Who Should Attend
Accountants with responsibility for management clients and engagements
