Surgent's Management Fundamentals On-Demand Webcast

Course Details





Field of Study

Personal Development

CPE Credit

4 hours CPE credit

Level of Knowledge



Surgent McCoy CPE, LLC


Experience in accounting and attestation


As you advance in your public accounting careers, your responsibilities significantly increase. The skills required for continued success go beyond your technical skills but also include others that you may not have had a chance to develop earlier in your careers. Several of these new responsibilities involve engagement management and managing your team. Mastering these skills is key to your long-term success in public accounting.

In this session, we'll review the keys to successful management, including ways to best develop your team, how to successfully engage your team and build their trust and how best to present information for retention. Lastly, we'll review the critically important skill of delegation, focusing on what the best tasks are to delegate and how to empower your team without micromanaging them. (Please Note: This module is part of Surgent's Audit Skills Training: Level 4.)


  • What it takes to be effective as a manager
  • Exploring the challenges that get in the way
  • Looking at the driving forces that have evolved how managers engage with employees today
  • Motivating employees of multiple generations
  • Twelve practices that can be adopted to influence employees to become more engaged
  • Identifying what it takes to develop employees
  • Delegation and accountability


  • Identify key responsibilities related to effectively managing people and projects
  • Identify key skills needed to manage effectively
  • Recall when and how to effectively delegate tasks

Designed For

Accountants with several years in the auditing profession

Course Pricing

WYOCPA Member Fee

Non-Member Fee

Your Price

View All Professional Development Courses