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Tuesday, June 6, 2023 Live Webcast

Audit 401: Critical Traits of a Thinking Auditor (X2-36828)

11:00 AM - 1:00 PM EDT

Vendor Platform

2 CPE Credits in PD


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.


Experienced accountants who need to transition to be a firm leader


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

  • Identify critical elements of effective and efficient audits
  • Determine how to use creative problem solving to enhance engagement management and client service
  • Identify client service and business development roles
  • Apply important traits to demonstrate when transitioning to being a firm leader


The major topics covered in this course include:
  • 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




Responsibility for supervising audits




Jennifer Louis

Jennifer F. Louis, CPA


Emergent Solutions Group

Jennifer F. Louis, CPA has over 25 years of experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003, she founded Emergent Solutions Group, LLC, where she focuses her energy on designing and delivering high-quality, practical, and engaging accounting and auditing training. She was most recently Director of Audit Product Development at Surgent Professional Education, and prior to that served as Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly-respected training and audit process consulting firm. Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. At the start of her professional career, Jennifer was an Audit Manager for Deloitte & Touche LLP, where she frequently served as a local and national instructor. Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. Besides loving life on the lake with her husband in Charlotte, NC, she enjoys hiking with her little dog Frodo Beggins, and savoring any precious moments spent with her two young adult boys