April 10, 2024


2 Total CPE Credits


Audit 307: Client and Profitable Engagement Management

  • Instructor

    Jennifer Louis

Learning Objectives

After attending this presentation, you will be able to...

  • 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

Major Topics

The major topics covered in this course include:

  • 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

CPE Credits Available

Total CPE
Personal Development

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • A&A

Advanced Preparation


Intended Audience

Accountants with responsibility for clients and engagements


CPA Crossings

Register For This Event

  • ASCPA Member

    $ 89 89
  • ASCPA Non-Member

    $ 139 139
    Your Price

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