Surgent’s Client and Engagement Management (Audit Skills Training – Level 4) (A4M8) (SSAA30/19)

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Event 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.

Designed For

Accountants with responsibility for management clients and engagements

Objectives

  • 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 Subjects

  • 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

Prerequisites

Experience on basic audit engagements

Instructions

When you purchase a Surgent CPE on-demand course, it must be taken by June 30, 2019, to receive credit.
Within 5 minutes after your purchase, you will receive an email from info@surgent.com that explains how to access your course and materials.
Once you complete a course, please allow up to 30 days to receive you certificate of completion.
If you have further questions, please email info@surgent.com or call 800.778-7436. Their help lines are staffed Monday-Friday from 8:30 am to 5 pm Eastern Time.