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.
Learning Objectives
To enable experienced staff to advance more quickly to higher levels of responsibility and to 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.
Major Topics
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.
