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Live Webcast Replay

Grow Your Business from Within – Striking the Right Balance Between a CPA Firm's Financial, People, and Client Success


Total Credits: 8 including 8 Auditing- Technical

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  Accounting and Auditing
Speaker:
Jennifer Louis, CPA
Course Levels:
Intermediate
Duration:
8 Hours
Product Type:
Live Webcast Replay
License:
Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


Description

There are multiple tangible and intangible factors that can drive a CPA Firm's long-term success. Specifically, public accountants must place a priority on being both efficient and value-added business advisors when performing audit and other services. This course provides proven tips and techniques for ensuring your firm has the capacity to grow and expand your "business" from within in a healthy way, considering how to improve in three key areas: financial success, satisfaction of people, and outstanding client service.  

Basic Course Information

Learning Objectives
  • Describe how to anticipate and prevent issues that could negatively impact your firm's ability to be successful financially, satisfy your most important asset - your people, and excel at client service
  • Explain the importance of making value-added business advice to clients a priority for both financial and nonfinancial reasons
  • Recognize what differentiates your firm and its services from the competition, in order to be successful for the long-term in retaining people and clients

Major Subjects
  • How to become a value-added business advisor to successfully grow the firm from within
  • Best practices for leveraging engagement team discussions to better understand the entity and its environment, identify risk of material misstatement, and provide value-added business advice in audit and other attest services
  • Critical traits of a thinking auditor, tips for stretching yourself beyond the basics
  • Tips for value pricing and other ways to improve a CPA firm's financial success
  • Managing change and promoting creative thinking 
  • Choosing between varying levels of client service

Course Materials

Speaker

Jennifer Louis, CPA's Profile

Jennifer Louis, CPA Related Seminars and Products

President

EMERGENT SOLUTIONS GROUP


Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization’s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm’s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (“core-level” staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson/Practitioners Publishing Company, Fort Worth, TX, July 2001).

Before joining AuditWatch, Jennifer was the Financial/Operational 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 trainings.

Jennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm’s national “Train the Trainers” program. 

Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at jlouis@emergentgroup.net, or via LinkedIn


Dates

Tue, Jul 29, 2025 - 8:00 AM to 3:40 PM CDT
Wed, Aug 06, 2025 - 10:00 AM to 5:40 PM CDT
Thu, Aug 28, 2025 - 8:00 AM to 3:40 PM CDT
Tue, Sep 09, 2025 - 10:00 AM to 5:40 PM CDT
Wed, Sep 24, 2025 - 8:00 AM to 3:40 PM CDT
Thu, Oct 02, 2025 - 10:00 AM to 5:40 PM CDT
Mon, Oct 20, 2025 - 8:00 AM to 3:40 PM CDT
Sat, Nov 01, 2025 - 10:00 AM to 5:40 PM CDT
Wed, Nov 26, 2025 - 8:00 AM to 3:40 PM CST
Thu, Dec 04, 2025 - 10:00 AM to 5:40 PM CST
Mon, Dec 15, 2025 - 8:00 AM to 3:40 PM CST
Tue, Dec 23, 2025 - 10:00 AM to 5:40 PM CST
Thu, Jan 08, 2026 - 8:00 AM to 3:40 PM CST
Fri, Jan 23, 2026 - 10:00 AM to 5:40 PM CST
Sat, Feb 14, 2026 - 8:00 AM to 3:40 PM CST
Tue, Feb 24, 2026 - 10:00 AM to 5:40 PM CST
Thu, Mar 12, 2026 - 8:00 AM to 3:40 PM CDT
Fri, Mar 27, 2026 - 10:00 AM to 5:40 PM CDT
Wed, Apr 08, 2026 - 8:00 AM to 3:40 PM CDT
Tue, Apr 28, 2026 - 10:00 AM to 5:40 PM CDT
Thu, May 07, 2026 - 8:00 AM to 3:40 PM CDT
Sat, May 23, 2026 - 10:00 AM to 5:40 PM CDT
Wed, Jun 03, 2026 - 8:00 AM to 3:40 PM CDT
Tue, Jun 16, 2026 - 10:00 AM to 5:40 PM CDT
Mon, Jun 29, 2026 - 8:00 AM to 3:40 PM CDT

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation Experience in public accounting
Designed For Experienced accountants in a supervisory or other leadership role
Original Recording Date 04/2025
Course Developer EMERGENT SOLUTIONS GROUP
Date Added to Catalog 03/2025
Yellow Book No

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199). 


Official Registry Statement

Business Professionals' Network, Inc. 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


Instructional Delivery Method

Group Internet Based


Course Registration Requirements

Online Registration


Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 


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