Staff Level Training
Empower your team with the tools they need to excel in their roles today and grow as influential leaders within your organization.
Custom training clients may mix and match modules to meet their learning objectives.
Your Guide to Professionalism and Client Interactions & Inquiries
Client interactions and professionalism are at the core of what we do as accountants. However, communication with clients is not always as straightforward as it may seem. Sometimes there will be difficult conversations and disagreements that can be tough to navigate. During this course, we will discuss best practices when communicating with the client, and also walk through complicated scenarios to practice what we learn.
Upon completion, learners will be able to:
1. Recall best practices in professionalism during oral and written communication with clients
Suggested Staff Level:
Experienced Associate
CPE Credits:
2 Credits
Program Level:
Basic
Instructor:
Jaclyn M. Veno
Prerequisites:
1 year of audit experience
Advanced Preparation:
None
