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Audit Skills Training Lvl 5: Supervisor or Manager Webinar


Nov. 7
9:00 a.m. - 5:00 p.m.

CPE Credits



PICPA Member: $299 | Nonmember: $399

 More Information

Course No.
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from with the log-in information.


Designed for individuals who have or are transitioning into a managerial role. This course focuses on the development soft skills essential for business development, leading teams in the public accounting profession, and assuming a greater role as a future leader of the firm.

Learning Objectives:

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

  • Choose how to improve time, team, and project management
  • Analyze the importance of adapting to a variety of personality styles to improve communications and interactions
  • Identify traits needed to be developed for a successful future leader of a CPA firm
  • Apply tips for retaining existing clients and attracting potential client prospects


The major topics covered in this class include:

  • Applying better time, team, and project management techniques
  • Adapting to different types of personalities for improved relationships and interactions
  • Exhibiting traits of a balanced leader-manager
  • Improving success with retaining clients and attracting prospects


Jennifer F. Louis, CPA Biography


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.


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