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Surgent's Customized Audit Skills Training: Level 7 – Manager (7AUD)
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Level 7 focuses on helping professionals develop firm-wide practice management skills, moving beyond simply improving the quality and efficiency of specific engagements. Proven practice management tips and techniques will help professionals build the important soft skills necessary for developing firm leaders who can generate long-term profitability and viability.

11/6/2015
When: 11/6/2015
7:00 AM - 3:00 PM
Where: Webcast/Webinar
Presenter: Jen Louis, CPA
Contact: April Deneault
801-834-6634


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Level 7 focuses on helping professionals develop firm-wide practice management skills, moving beyond simply improving the quality and efficiency of specific engagements. Proven practice management tips and techniques will help professionals build the important soft skills necessary for developing firm leaders who can generate long-term profitability and viability.

Objectives:

* Explain how to create a culture of discipline that maintains accountability for ensuring tasks, projects and engagements succeed * Describe how to improve retention of existing clients and expand potential for building business with new clients * Discuss tips and techniques for sustainable entity-wide critical performance measurement * Explain how to appropriately modify management and leadership styles to achieve firm-wide objectives

 

Major Subjects: 

* The art of discipline and getting things done – Project and time management best practices, leading productive meetings, and managing stress  * Making rain – Continuous marketing to existing clients and selling to prospects, connecting with others and building value perceptions * Critical performance measures: Creating a dashboard of performance metrics for monitoring financial, internal, customer service and other objectives * The balanced leader-manager:  Tips and techniques for exhibiting competencies for both short-term project management profitability and long-term firm-wide viability


Designed For:

Professionals with 5-6 years CPA firm experience

Prerequisite: Experience with audit, tax, or other engagements

Advanced Prep: None

 

Speaker: Jen Louis, CPA

Vendor: Surgent McCoy

Field of Study: Auditing (8)

Level: Advanced

CPE Credit: 8 Hours

Acronym: 7AUD

 

Registration Fees: $219

  

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