Surgent's Management Fundamentals

Overview

As you advance in your public accounting careers, your responsibilities significantly increase. The skills required for continued success go beyond your technical skills but also include others that you may not have had a chance to develop earlier in your careers. Several of these new responsibilities involve engagement management and managing your team. Mastering these skills is key to your long-term success in public accounting.

In this session, we’ll review the keys to successful management, including ways to best develop your team, how to successfully engage your team and build their trust and how best to present information for retention. Lastly, we’ll review the critically important skill of delegation, focusing on what the best tasks are to delegate and how to empower your team without micromanaging them. (Please Note: This module is part of Surgent’s Audit Skills Training: Level 4.)

Highlights

• What it takes to be effective as a manager
• Exploring the challenges that get in the way
• Looking at the driving forces that have evolved how managers engage with employees today
• Motivating employees of multiple generations
• Twelve practices that can be adopted to influence employees to become more engaged
• Identifying what it takes to develop employees
• Delegation and accountability

Prerequisites

Experience in accounting and attestation

Designed For

Accountants with several years in the auditing profession

Objectives

• Identify key responsibilities related to effectively managing people and projects
• Identify key skills needed to manage effectively
• Recall when and how to effectively delegate tasks

Preparation

None

Notice

This on-demand webcast can be taken at any time of your choosing and is valid for one year from the date of purchase. No live instructor is present, and an exam is required to earn credit. You must score 70% or higher to earn the certificate.

How do I access my Self-Study Package?

Visit https://www.surgentcpe.com/login and enter your username (your LCPA email address) and password. If you do not remember your password, press the "Forgot?" button to receive a password reset email. Once logged in, the page will refresh to display your account menu on the left side.