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Audit 408: Coaching Staff to Stay on the Right Track WEBINAR


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2.0 Credits

Member Price $89.00

Non-Member Price $109.00


This course provides tips and techniques for critical coaching responsibilities. Being a successful coach requires tackling various responsibilities, including motivating, providing positive and constructive feedback, and otherwise getting the best performance out of engagement team members in the given situation. This course is recommended for supervisory or managerial auditors. It is also appropriate for anyone who has responsibilities for coaching others.


Different ways to appropriately motivate others for performance, including nonmonetary awards. Modifying coaching style to the various specific situation, considering both task and relationship factors to give staff the support they need for success. Tips for engaging in difficult conversations with others, including staff, peers, supervisors and clients. Giving constructive negative feedback to staff, including creating an action plan for improvement.



Designed For

Accountants with responsibilities for coaching staff for higher performance on audit engagements.


Identify how to motivate teams for engagement success. Recall the appropriate use of different coaching styles appropriately matched to the circumstances. Recognize a process for engaging in difficult conversations. Identify a process for giving constructive feedback and creating professional development plans.






Leader Bios

Jennifer Louis, Surgent McCoy CPE, LLC

Jennifer F. Louis, CPA has over 25 years of experience in designing and presenting high-quality training programs in a wide variety of technical accounting, auditing, and “soft skills” topics needed for professional and organizational success. She is the principal author of audit and attest related courses for Surgent and a frequent speaker at Surgent live programs and seminars. Ms. Louis is also the president of Emergent Solutions Group, LLC, a company she founded in 2003, dedicated to developing and delivering a wide variety of accounting and auditing training services, including audit staff training, audit productivity improvement, and value-added auditing. Prior to that, she was executive vice president/director of training services at AuditWatch, Inc. Before joining AuditWatch, Ms. Louis was the financial/operational internal audit manager at AARP. While at AARP, she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and training sessions. Ms. Louis was also an audit manager for Deloitte and Touche, LLP. During her years in that firm’s Washington, D.C. office, she served as an instructor for the firm’s national “Train the Trainers” program. Ms. Louis graduated summa cum laude from Marymount University with a BBA in accounting.

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Non-Member Price $109.00

Member Price $89.00