Surgent's Desired Traits of In-Charges, Seniors & Supervisors (AST L5)

 

   

 

 
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Overview

3.0 Credits

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 client through superior client service, and developing other professionals.

Objectives

  • Describe critical elements of effective and efficient audits
  • Explain how to use creative problem solving to enhance the engagement management and client service
  • Discuss client service and business development roles
  • Describe important traits to demonstrate when transitioning to being a firm leader

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 professional through mentoring, counseling and delegation

Designed For

Accountants who in-charge or supervise engagements, who need to transition to be a firm leader.

Prerequisite

Experience on complex audit engagements
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