Overview
Enable experienced staff to advance
more quickly to higher levels of responsibility and become more profitable to
their firms by helping them better plan and efficiently complete audits,
supervise staff, review working papers and interact with partners and
clients.
What is Expected of the In-Charge:
Stepping into Leadership
Your team will define the key
responsibilities of an in-charge, learning how to balance engagement execution,
staff supervision, and client interactions effectively. They’ll develop action
plans for success in their new role.
Plan Engagements: Improving Audit
Efficiency
Proper planning drives engagement
success. Participants will work through case studies to refine their approach to
scoping engagements, mitigating risk, and improving engagement
execution.
Assess Risk and Materiality:
Strengthening Professional Judgment
Your team will learn how to
determine materiality, assess engagement and fraud risks, and adjust audit
procedures accordingly. A fraud brainstorming session will reinforce strategies
for detecting and responding to risks.
AI for Accountants: Embracing
Technology
Artificial Intelligence (AI) is
transforming the way accountants work. Your team will learn how to effectively
integrate AI into their daily responsibilities to improve efficiency and
accuracy, as well as help clients improve their
businesses.
Meet Client Needs: Adding Value
Beyond the Engagement
Participants will learn how to
leverage management letters and client discussions to strengthen relationships,
enhance service offerings, and identify new advisory
opportunities.
Complete Engagements: Reducing
Bottlenecks & Closing with Confidence
Your in-charges will sharpen their
ability to finalize engagements efficiently, focusing on early issue
identification, staff oversight, and self-review
techniques.
Review Assistants’ Work: Coaching
for Accuracy & Growth
Participants will refine their
review skills to improve documentation quality, reduce errors, and provide
constructive feedback to junior staff.
Supervision: Developing Stronger
Team Leaders
Your in-charges will explore what
makes a great supervisor, identify common pitfalls, and apply practical
strategies to effectively manage and motivate assistants.