Power Skills: Professionalism and Client Interactions
Overview
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.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Highlights
The major topics that will be covered in this course include:
- Best practices when communicating with the client.
- Complicated scenarios for practice.
Prerequisites
None
Designed For
Accountants and Auditors
Objectives
After attending this presentation, you will be able to...
- Recall best practices in professionalism during oral and written communication with clients.
Preparation
None
Leader(s):
Leader Bios
Jaclyn Veno, CPA Crossings Webinars
<Jaclyn Veno, CPA has extensive experience in accounting, auditing, and adult learning. At Galasso Learning Solutions, she develops highly rated Level Training programs that bring concepts to life through case studies, hands-on activities, and games.Before joining GLS, she worked for two Top 10 CPA firms, managing international teams and overseeing more than 20 acquisition audits. A Clemson University grad with both bachelor’s and master’s degrees in accounting, she also holds certificates in Adult Learning Theory, Instructional Design, and Facilitation.
Non-Member Price $109
Member Price $89