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Monday, June 19, 2023 Live Webcast

Audit 408: Coaching Staff to Stay on the Right Track (X2-36942)

11:30 AM - 1:30 PM EDT
webcast

Vendor Platform

2 CPE Credits in PD

OVERVIEW

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.

DESIGNED FOR

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

BENEFITS

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

  • Identify how to motivate teams for engagement success
  • Recall the appropriate use of different coaching styles appropriately matched to the circumstances
  • Recognize a process for engaging in difficult conversations
  • Identify a process for giving constructive feedback and creating professional development plans

HIGHLIGHTS

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

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Jennifer Louis

Jennifer F. Louis, CPA

President

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