Audit Skills Training Lvl 5: Supervisor or Manager Webinar

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


CPE Credits

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


PICPA Member: $299
Nonmember: $399

More Information

Course No. ESJL5ST8

Level: Intermediate

Prerequisites: None

This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from with the log-in information.


Jennifer Louis

Emergent Solutions Group LLC