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Audit 307: Client and Profitable Engagement Management

ID: 64390
Wednesday February 19, 2025 11:00AM - 01:00PM
Topics:
Essential Skills + Professional Development
Non-members
$111.25
Members
$89.00
Your price
$111.25

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.

Audit 401: Critical Traits of a Thinking Auditor

ID: 64400
Thursday February 20, 2025 11:00AM - 01:00PM
Topics:
Essential Skills + Professional Development
Non-members
$111.25
Members
$89.00
Your price
$111.25

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.

Teaching CPAs to be Better Thinkers

ID: 64409
Thursday February 20, 2025 05:00PM - 06:00PM
Topics:
Essential Skills + Professional Development
Non-members
$68.75
Members
$55.00
Your price
$68.75

Designed especially for CPAs, this class is a practical call to action that provides CPAs with the tools and inspiration they need to be better thinkers. You'll learn habits and strategies you can use every day to dramatically improve judgment and decision-making. You'll learn how to break down mental barriers and alleviate mental fatigue. You'll achieve new levels of mental clarity, flexibility, and resilience. You will also benefit from better overall mental well-being and be more resistant to stress and burnout. Attendees leave as more powerful and confident thinkers and better communicators and problem-solvers. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Audit 408: Coaching Staff to Stay on the Right Track

ID: 64450
Tuesday February 25, 2025 01:30PM - 03:30PM
Topics:
Essential Skills + Professional Development
Non-members
$111.25
Members
$89.00
Your price
$111.25

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.

Audit 501: Personality Styles - Improving Your Interactions

ID: 64464
Thursday February 27, 2025 11:00AM - 01:00PM
Topics:
Essential Skills + Professional Development
Non-members
$111.25
Members
$89.00
Your price
$111.25

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.

Audit 502: The Art of Discipline and Getting Things Done

ID: 64469
Thursday February 27, 2025 01:30PM - 03:30PM
Topics:
Essential Skills + Professional Development
Non-members
$111.25
Members
$89.00
Your price
$111.25

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.

Audit 503: Management - Being a Balanced Leader-Manager

ID: 64478
Friday February 28, 2025 11:00AM - 01:00PM
Topics:
Essential Skills + Professional Development
Non-members
$111.25
Members
$89.00
Your price
$111.25

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.

Audit 504: Making Rain - Success with Clients and Prospects

ID: 64484
Friday February 28, 2025 01:30PM - 03:30PM
Topics:
Essential Skills + Professional Development
Non-members
$111.25
Members
$89.00
Your price
$111.25

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.

Women Wealth and Wellness

ID: 63606
Thursday July 17, 2025 09:00AM - 03:00PM
Topics:
Diversity, Equity + Inclusion
Essential Skills + Professional Development
Talent Management + Human Resources
Non-members
$339.00
Members
$289.00
Your price
$339.00

July 17, 2025, 8:00 a.m. – 4:30 p.m., CPE: 8 Personal Development

Discover the power of change at the 2025 Women, Wealth and Wellness

Conference. Join hundreds of your peers and hear from inspirational thought

leaders across multiple industries as we embrace our power to overcome

setbacks, break boundaries, and build the lives and careers we want.

October Accounting Show Day 1

ID: 63610
Wednesday October 22, 2025 08:30AM - 04:45PM
Topics:
Audit + Assurance
Business Management + Strategy
Diversity, Equity + Inclusion
Essential Skills + Professional Development
Ethics + Professional Standards
Financial Accounting, Reporting + Analysis
Risk Management + Fraud
Talent Management + Human Resources
Tax
Technology
Non-members
$392.50
Members
$314.00
Your price
$392.50
Save 0% until 9/24/2025

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.