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| The Importance of the Engagement Foundation: Learn from My Mistakes(2021Q) |
Course CPE: 1 hour
Field(s) of Study: Business Management and Organization–1 hr
Program Level: Basic
Prerequisites: Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 24BV1213TIE
Shipping Weight: 0lbs. 0oz. |
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$99.00 |
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Recording Date: December 13, 2024
Presenter: Karen Lascelle
Program Description:
In this session, we will go over real-world examples of why our Standards are so important and why setting up the engagement correctly from the start is so critical. From the moment you first talk with a potential client, to putting the details in a written engagement letter, will ensure you are on the right path to communicating effectively with your clients and running your engagements in a manner that causes you, and them, less stress.
After completing this course, you will be able to:
- Determine whether or not to take on a valuation engagement
- Identify and collect the initial engagement details from a client to ensure the work product is clearly what the client is seeking
- Recognize the components needed to create and provide the client with a written engagement letter that spells out the terms of the engagement; detailing what exactly is provided to the client and the associate cost
- Recognize real-life examples on why these communications are so critical at the onset of an engagement and how to recover from potential misunderstandings made early in the engagement
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) 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: www.nasbaregistry.org. |
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