Audit 503: Management - Being a Balanced Leader-Manager
February 28, 2025
Webinar
2 CPE Credits
Instructor
Jennifer Louis
Audit 503: Management - Being a Balanced Leader-Manager
View Bio
Instructor
Jennifer
Louis
View Bio
Jennifer Louis
Bio
Jennifer F. Louis, CPA
Jennifer F. Louis, CPA has over 14 years of experience in designing and presenting high-quality training programs in a wide variety of technical and "soft skills" topics needed for professional and organizational success. In 2003, she co-founded Emergent Solutions Group, LLC, a consortium of professionals serving organizations on a project or part-time basis, to create a division dedicated to training services. She was most recently Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly respected training and consulting firm serving the audit profession. During her six years at AuditWatch, Ms. Louis served in many other capacities, including Vice President of Product, and instructor and consultant for the firm's Audit Productivity Improvement ProgramTM and various other training courses. She also co-authored a manual on value-added auditing.
Before joining AuditWatch, Ms. Louis was the financial/operational audit manager at AARP. While at AARP, she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and training sessions. Ms. Louis was also an audit manager for Deloitte and Touche, LLP. During her years in that firm's Washington, D.C. office, she served as an instructor for the firm's national "Train the Trainers" program.
Ms. Louis graduated summa cum laude from Marymount University with a BBA in accounting. She is also a member of several prestigious professional associations.
Management Skills
Exhibiting Traits of a Balanced Leader-Manager provides tips and techniques for striking the right balance between managing individuals and engagement teams and leading the overall strategic direction of a firm. Short-term profitability and long-term viability are important objectives of any successful organization. Note: This course is recommended as a part of a 16-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for leading or managing others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning Objectives
After attending this presentation, you will be able to...
Distinguish the difference between short-term management and long-term leadership
Identify how to strike the right balance between leading individuals and teams towards both short-term and long-term objectives
Determine how to adapt your own natural behaviors to enhance the likelihood of overall success for individuals and teams
Major Topics
The major topics covered in this course include:
Differentiating between managing and leading, while highlighting the importance of each
Assessing your own natural management and leadership style
Adapting management and leadership styles to the specific circumstances
Becoming a catalyst for positive change
Overcoming barriers to successfully managing and leading
Successfully engaging in difficult conversations to minimize performance issues and conflict
CPE Credits Available
2 CPE Credits
2
Personal Development
Things to Know About This Course
Course Level
Intermediate
Professional Area of Focus
A&A
Advanced Preparation
None
Intended Audience
Accountants with both short-term management and long-term leadership responsibilities