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AuditWatch University Level 5: Moving Beyond In-Charge "Taking the Lead"


Course Details
Duration: Three Days
Prerequisite: 5-6 Years Experience
Level of Instruction: Advanced
Delivery Method: Group-Live
CPE Credits: 24 Credits (16 Personal Development, 5 Communication, 2 Accounting, 1 Auditing)
Advanced Preparation: None
Registration: To register for a public course, visit our Course Schedules page.

To inquire about In-House Training, or other questions, call 800.775.9866

In this course participants reach beyond technical expertise to develop critical managerial skills to further their firm’s success. Participants learn results oriented leadership skills to better manage multiple engagements and teams. Through a series of individual and group activities, participants explore ways to be more effective in improving engagement performance. Participants will leave with specific individual professional development goals that may be integrated with their firm’s performance management model. Course also includes presentation skills, business development, and career success strategies.

Learning Objectives by Module
After the session, participants should be able to:

Introduction — 1 Credit (Personal Development)

  • Identify current and upcoming roles and responsibilities that require their strong, competent leadership

Leadership — 5 Credits (Personal Development)

  • List and apply key leadership skills
  • Understand and analyze leadership traits using a widely accepted four quadrant behavioral matrix model
  • Understand how to inspire and influence others to achieve results through coaching and performance management

Business Development — 2 Credits (Personal Development)

  • Define the key elements in delivering exceptional client service
  • Describe techniques for managing growth through client service
  • Learn to identify new business opportunities to increase firm revenues
  • Understand and apply methods to create and develop referrals

Career Success Strategies — 2 Credits (Personal Development)

  • Explore opportunities to accelerate professional development while achieving greater work life balance
  • Learn and apply a structured model to set and achieve goals
  • Identify and practice techniques to execute multiple engagements and assignments with changing priorities and deadlines

Engagement Economics — 2 Credits (Personal Development)

  • Understand the basic principles of profitable engagement management
  • Leverage budgets to maximize realization and firm profits
  • Learn techniques to achieve greater results using the resources you have now

Advanced Communication and Negotiation Essentials — 2 Credits (1 Personal Development, 1 Communication)

  • Gain techniques to communicate more effectively
  • Learn skills to better handle challenging conversations
  • Describe and apply collaborative negotiation skills that enable business success

Presentation Skills — 6 Credits (2 Personal Development, 4 Communication)

  • List and explore the characteristics of effective presenters
  • Using proven techniques, organize and deliver an engaging live presentation

Auditing and Accounting Trends — 3 Credits (2 Accounting, 1 Auditing)

  • Understand new accounting and auditing developments
  • Explore the implications of new technical literature
  • Discuss and understand the implementation of International Financial Reporting Standards (IFRS)

Summary: The Professional Development Plan — 1 Credit (Personal Development)

  • List opportunities for professional growth discovered in the course
  • Discuss how skills learned will be applied when you return to your firm
  • Complete a professional development plan to be used in the upcoming year


Video ClipAuditWatch University Level 5:
Moving Beyond In-Charge Taking the Lead

Jacquie Alger, CPA, and Jex Varner, CPA discuss AuditWatch University's "Level 5: Moving Beyond In-Charge Taking the Lead" course, part of the AWU staff training program.
View Video >>

For more information regarding refund, complaint, and program cancellation policies, please contact our office at 800.775.9866.

AuditWatch is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Course Schedule

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