Webinar

Audit 307: Client and Profitable Engagement Management

Friday, April 18, 2025
10 a.m.-noon Central
2 CPE (2 non-technical)

Course code: 25WX-0240
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Firm administrators: Please log in before starting the employee registration process.

Client and Engagement Management - Managing the Black Holes That Erode Profitability will provide guidance on how to maximize return on time spent with critical areas, such as budgeting, scheduling, client assistance, and delegation. Sound client and engagement management can influence both the effectiveness and efficiency of an audit engagement. Note: This course is recommended as a part of a 16-hour audit skills curriculum for in-charge or supervisor auditors, while it is also appropriate for anyone who has responsibilities for client and audit engagement management. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

Importance of quality control on audits
Why engagement 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

Learning objectives

Identify critical responsibilities for client and engagement management
Recall guidelines for better engagement budgeting and scheduling
Identify supervision and delegation techniques
Recognize best practices for wrapping up engagements on time and within budget

Who should take this program?

Accountants with responsibility for clients and engagements

Pricing

Standard Member Fee	$89.00
Standard Nonmember Fee	$89.00

Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Firm administrators: Please log in before starting the employee registration process.