Critical Traits of a Thinking Auditor - Stretching Experienced Auditors Beyond the Basics 2 CPE

Those in charge of the day-to-day supervision of engagements need to consciously embrace and demonstrate characteristics that will enable him/her to transition to a firm leader. This includes a focus on three key pillars: financial success, retaining clients through superior client service, and developing other professionals. This course will provide tips and best practices for stretching experienced auditors past the basics in each of the three pillars of success.

Major Topics:

• Improving a firm’s financial results be improving effective and efficient audits
• Transforming the audit through creative thinking
• Managing change for positive outcomes
• Retaining client through ensuring exceptional service
• Developing other professionals through mentoring, counseling, and delegation

Prerequisites

Prerequisite: Experience on audit engagements.
Designed For: Experienced accountants who need to transition to be a firm leader.

Learning Objective

• Discover and describe critical elements of effective and efficient audits.
• Explore and explain how to use creative problem solving to enhance engagement management and client service.
• Identify and discuss client service and business development roles.
• Discover and describe important traits to demonstrate when transitioning to being a firm leader.

Last updated/reviewed: March 17, 2024