The move from senior to manager is one of the biggest shifts in public accounting. With real-world scenarios and practical advice designed to resonate across service lines, this learning path explores how new managers can move beyond doing the work themselves and start leading teams, managing client relationships, and driving successful engagements.
Episodes in this learning path include:
- Firm Engagement Management Episode #1: The Manager Mindset Shift
-Firm Engagement Management Episode #2: Owning Economics & Strategy
-Firm Engagement Management Episode #3: Managing the Team
-Firm Engagement Management Episode #4: Client Relationship Management
-Firm Engagement Management Episode #5: Managing Upwards and Sideways
After purchasing this product you will receive an email from LumiQ with instructions for accessing the learning path on their web, iOS, or Android applications.
Senior Auditors who have recently moved into a manager role.
-Identify the core inputs of proactive engagement planning
-Recall how clarity, context, capability, and ownership support effective delegation
-Contrast transactional client communication with relationship-driven client management
-Identify strategies for managing upward with partners and sideways with internal stakeholders
3.50 credits
5.00 credits
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