Conducting Strategic and Operational Assessments

A Tool for Adding Value to Clients as Trusted Business Advisors

Designed for CPAs, Consultants and Internal Auditors

A One Day Program -- 8 CPE Credits

 

Description

This program gives CPAs the tools to enhance their operational auditing and consulting skills needed to add value to clients. It provides information CPAs need to become key Business Advisors to help their clients improve profitability. They learn to: 

  • Recognize operational problems
  • Expand business diagnostic skills

Participants learn critical skills of how to interview clients by asking the right questions and then how to interpret the answers. Areas such as workflow, productivity, performance measurement and communication are addressed. The key tools needed to deliver the recommendations and conclusions resulting from the assessment are presented. The program provides CPA participants with new tools to become more effective and trusted advisors to their clients. CPAs learn to evaluate a company from multiple perspectives: 

  1. Operational 
  2. Organizational 
  3. Strategic

Objectives

  • Learn how to Gather Information needed to conduct objective, systematic evaluations of a company’s:
    • Activities
    • Systems
    • Operations
    • Organization
    • Major goals and strategies
  • Learn the approach and methodology of how to conduct the engagement and the use of Benchmarking to identify opportunities for improvement.
  • Understand how to deliver the recommendations and conclusions resulting from the assessment.

Agenda

  • Setting the Stage
  • 5 Step Assessment Approach
  • Planning the Engagement
  • Conducting the Engagement
  • Diagnostic Analysis
  • Information Gathering
  • Benchmarking
  • Reporting Results
Download Conducting Strategic and Operational Assessments Syllabus

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