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.

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

Who will benefit:

Accountants with responsibility for clients and engagements

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Critical Traits of a Thinking Auditor - Stretching Experienced Auditors Beyond the Basics will provide tips and best practices for stretching experienced auditor past the basics in each of the three pillars of success. 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 clients through superior client service, and developing other professionals. Note:
This course is recommended as a part of a 16-hour audit skills curriculum for supervisory and managerial auditors, while it is also appropriate for anyone who has responsibilities by finding creative audit solutions. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• Improving a firm's financial results
• 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

Who will benefit:

Experienced accountants who need to transition to be a firm leader

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Save by purchasing the 2-Day bundle under the Bundles & Subscriptions & Donations tab.

Come one, come all to OSCPA's Greatest Accounting Show! Join us under our virtual big top, where you'll gain jumbo-sized knowledge from our jackpot of excellent speakers!

Significant challenges always present opportunities to rethink the future. The Accounting Shows are your path to success! Join us for a virtual accounting show where you can select a track or mix it up across more than 40 sessions at the largest, most comprehensive learning opportunity of the year.

And you know what they say—the larger the group, the bigger the discount!

• 5-9 attendees = 10% off
• 10+ attendees = 20% off

Call Member Services at 614.764.2727 to register your group.

Save by purchasing the 2-Day bundle under the Bundles & Subscriptions & Donations tab.

Come one, come all to OSCPA's Greatest Accounting Show! Join us under our virtual big top, where you'll gain jumbo-sized knowledge from our jackpot of excellent speakers!

Significant challenges always present opportunities to rethink the future. The Accounting Shows are your path to success! Join us for a virtual accounting show where you can select a track or mix it up across more than 40 sessions at the largest, most comprehensive learning opportunity of the year.

And you know what they say—the larger the group, the bigger the discount!

• 5-9 attendees = 10% off
• 10+ attendees = 20% off

Call Member Services at 614.764.2727 to register your group.

Supervisor Skills - Coaching Staff to Stay on the Right Track provides tips and techniques for critical coaching responsibilities. Being a successful coach requires tackling various responsibilities, including motivating, providing positive and constructive feedback, and otherwise getting the best performance out of engagement team members in the given situation. Note:
This course is recommended as a part of a 16-hour audit skills curriculum for supervisory or managerial auditors, while it is also appropriate for anyone who has responsibilities for coaching others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

• Different ways to appropriately motivate others for performance, including nonmonetary awards
• Modifying coaching style to the various specific situation, considering both task and relationship factors to give staff the support they need for success
• Tips for engaging in difficult conversations with others, including staff, peers, supervisors and clients
• Giving constructive negative feedback to staff, including creating an action plan for improvement

Who will benefit:

Accountants with responsibilities for coaching staff for higher performance on audit engagements

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Personality Styles - Adapting to Different Types of Personalities for Improved Relationships and Interactions provides guidance for effectively adapting to various personality styles. Every individual has a dominant personality style, which includes relevant strengths and weaknesses. Effective interactions require individuals to adapt behaviors to complement, balance or counteract the traits of others. Note:
This course is recommended as a part of a 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for interacting with others. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

• Defining primary personality style characteristics
• Determining your own primary personality style and the style of others
• Effectively adapting for improving interactions with various personality styles
• Leveraging strengths and minimizing the negative impact of personality weaknesses
• Applying personality style analysis to real-life situations involving clients, staff, peers and superiors

Who will benefit:

Accountants with responsibilities for effectively interacting with others

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

The Art of Discipline and Getting Things Done - Applying Better Time, Team, and Project Management Techniques provides best practices for various areas that support this culture of discipline, including time, team, and project management. Those in a supervisory or managerial role must create a culture of discipline, where a high priority is placed in accomplishing responsibilities in an effective and efficient manner. Note:
This course is recommended as a part of an 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has responsibilities for project and time management. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

• Creating a culture of discipline
• Project and time management best practices
• Avoiding common time wasters
• Tips for both getting, and staying, organized
• Managing stress for yourself and others
• Managing productive meetings

Who will benefit:

Accountants with responsibilities for task, project, or team management

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

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.

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

Who will benefit:

Accountants with both short-term management and long-term leadership responsibilities

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Making Rain - Improving Success with Retaining Clients and Attracting Prospects provides tips and techniques for ensuring that your firm has the capacity to grow and expand its book of business in a healthy way. It costs more money to develop a new client than to simply retain an existing one. While a CPA firm with longevity needs to continuously develop new business to replace departing clients, a proper balance of marketing efforts should be divided between existing clients and prospects. Note:
This course is recommended as a part of a 8-hour audit skills curriculum for managers, while it is also appropriate for anyone who has client relationship or prospecting responsibilities. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

The major topics covered in this course include:

• Continued marketing to existing clients
• How to better connect with existing and prospective clients
• Motivating prospective clients to engage with your firm
• Methods for building value perceptions with existing and prospective clients
• Differentiating your firm from the competition, including translating features into benefits
• Handling objections and closing a sale

Who will benefit:

Accountants retaining existing clients and developing prospective new clients

This webcast is hosted on CPA Crossing platform. Attendees will receive instructions on how to attend the webcast via e-mail.

Save by purchasing the 2-Day bundle under the Bundles & Subscriptions & Donations tab.

Come one, come all to OSCPA's Greatest Accounting Show! Join us under our virtual big top, where you'll gain jumbo-sized knowledge from our jackpot of excellent speakers!

Significant challenges always present opportunities to rethink the future. The Accounting Shows are your path to success! Join us for a virtual accounting show where you can select a track or mix it up across more than 40 sessions at the largest, most comprehensive learning opportunity of the year.

And you know what they say—the larger the group, the bigger the discount!

• 5-9 attendees = 10% off
• 10+ attendees = 20% off

Call Member Services at 614.764.2727 to register your group.