Course Detail(MP159 : Effective Engagement Management for Accounting Firms)

UTAP Funding

MP159 : Effective Engagement Management for Accounting Firms

7.00 CPE Hours (Others)
Classroom

Programme Objective
 
Engagement management affects the profitability of Accounting Firms. Therefore, to help Accounting Firms increase profitability, this workshop uses the principles of project management to enable Team Leaders and Engagement Managers to effectively execute the engagement life-cycle, achieve engagement objectives within the budget and timeline, and manage engagement teams and stakeholders.

Programme Outline

  • Project management principles to manage the engagement life-cycle
    • Initiate engagements
    • Plan engagements
    • Execute engagements
    • Monitor engagements
    • Close engagements
  • Best practices when executing the engagement life-cycle
  • Essential interpersonal skills to manage engagement teams and stakeholders
By the end of the workshop, you will be able to:
 
  • Use project management principles to effectively manage the engagement life-cycle;
  • Apply best practices when executing the engagement life-cycle; and
  • Identify essential interpersonal skills to effectively manage engagement teams and stakeholders.

 
Training Methodology

Our approach to training is based on adult learning principles to create a conducive and active learning environment where participants can apply newly acquired knowledge, skills and attitude throughout the workshop.
 
We use a variety of instructional methods, such as group discussions and interactive team activities, to allow participants to consider new ideas and apply their new skills to realistic scenarios in a safe learning environment.
 
As a result, participants will leave our workshop with the confidence to start managing their engagements more efficiently and effectively.

Closing Date for Registration

1 week before programme or until full enrolment

Intended For

This workshop is an intermediate level programme for Team Leaders and Managers of audit, tax and consultancy engagements in Accounting firms, who would like to manage their engagements more efficiently and effectively.

Competency Mapping

Others = 7.00 Hours

Schedule & Fees

Date & Time

21 Apr 2020 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 337.05
For Non-Members: $ 404.46

Programme Facilitator(s)

Julie Yeap

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

08 Sep 2020 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 337.05
For Non-Members: $ 404.46

Programme Facilitator(s)

Julie Yeap

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

15 Nov 2018 (9:00 AM - 5:00 PM)

Registration is closed

Programme Facilitator(s)

Julie Yeap

Testimonial

Funding

1] NTUC Union Training Assistance Programme (UTAP)
UTAP (Union Training Assistance Programme) is an individual skills upgrading account for NTUC members. NTUC member gets to enjoy UTAP funding 50% of the unfunded course fee capped at $250 every year. This excludes miscellaneous fees such as GST and registration fee etc.
 
This course is approved for UTAP support for intakes conducted between 12 June 2019 – 31 March 2020.
 
As UTAP is given on calendar year basis, and calculated based on year of training taken, it cannot be accumulated.

  • Maintained paid-up NTUC membership before course, throughout course duration and at the point of claim and;
  • Course by training provider must be supported under UTAP and training must commence within the supported period and;
  • Unfunded course fee must not be fully sponsored by company or other types of funding
  • Unfunded course fee must be S$20.00 and above, and;
  • Member must achieve a minimum of 75% attendance for each application and sat for all prescribed examination(s), if any and;
  • UTAP application must be made within 6 months after course ends.


To submit for UTAP claims, please visit http://skillsupgrade.ntuc.org.sg/. Terms and conditions apply.
 
Should you have queries on the funding scheme, you can email to UTAP@e2i.com.sg or call NTUC Membership Hotline at 6213-8008.

Programme Facilitator(s)


Julie Yeap
CPA (US), ACTA, DACE
Specialist Adult Educator
Adult Educators’ Professionalisation, IAL

 
Julie is a qualified US Certified Public Accountant (CPA) and started her career as an Auditor with Ernst & Young (EY) Singapore where she managed a large portfolio of listed and multinational audit clients in various industries.
 
Subsequently, she transferred to the Learning & Development (L&D) department of EY to pursue her passion to become a trainer. There, she focused on facilitating topics related to auditing and soft-skills for participants across all ranks in EY. As a Director, Julie headed the L&D function across ASEAN, where she was responsible for driving the learning and development initiatives to develop organisational and people capabilities in 14 countries.
 
After more than 15 years with EY, Julie left to focus on being a facilitator and an executive coach. She is now the Managing Director and Founder of Mastering Success, a corporate training, coaching and consultancy company.
 
Julie specialises in facilitating topics related to presentation, communication, coaching, leadership and other interpersonal skills. She also coaches executives in various organisations and strongly believes in applying the strengths-based coaching approach to help her clients become more efficient and effective in their workplace.
 

Programme Objective
 
Engagement management affects the profitability of Accounting Firms. Therefore, to help Accounting Firms increase profitability, this workshop uses the principles of project management to enable Team Leaders and Engagement Managers to effectively execute the engagement life-cycle, achieve engagement objectives within the budget and timeline, and manage engagement teams and stakeholders.

Programme Outline

  • Project management principles to manage the engagement life-cycle
    • Initiate engagements
    • Plan engagements
    • Execute engagements
    • Monitor engagements
    • Close engagements
  • Best practices when executing the engagement life-cycle
  • Essential interpersonal skills to manage engagement teams and stakeholders
By the end of the workshop, you will be able to:
 
  • Use project management principles to effectively manage the engagement life-cycle;
  • Apply best practices when executing the engagement life-cycle; and
  • Identify essential interpersonal skills to effectively manage engagement teams and stakeholders.

 
Training Methodology

Our approach to training is based on adult learning principles to create a conducive and active learning environment where participants can apply newly acquired knowledge, skills and attitude throughout the workshop.
 
We use a variety of instructional methods, such as group discussions and interactive team activities, to allow participants to consider new ideas and apply their new skills to realistic scenarios in a safe learning environment.
 
As a result, participants will leave our workshop with the confidence to start managing their engagements more efficiently and effectively.

Closing Date for Registration

1 week before programme or until full enrolment

Intended For

This workshop is an intermediate level programme for Team Leaders and Managers of audit, tax and consultancy engagements in Accounting firms, who would like to manage their engagements more efficiently and effectively.

Competency Mapping

Others = 7.00 Hours

Programme Facilitator(s)

Julie Yeap
CPA (US), ACTA, DACE
Specialist Adult Educator
Adult Educators’ Professionalisation, IAL

 
Julie is a qualified US Certified Public Accountant (CPA) and started her career as an Auditor with Ernst & Young (EY) Singapore where she managed a large portfolio of listed and multinational audit clients in various industries.
 
Subsequently, she transferred to the Learning & Development (L&D) department of EY to pursue her passion to become a trainer. There, she focused on facilitating topics related to auditing and soft-skills for participants across all ranks in EY. As a Director, Julie headed the L&D function across ASEAN, where she was responsible for driving the learning and development initiatives to develop organisational and people capabilities in 14 countries.
 
After more than 15 years with EY, Julie left to focus on being a facilitator and an executive coach. She is now the Managing Director and Founder of Mastering Success, a corporate training, coaching and consultancy company.
 
Julie specialises in facilitating topics related to presentation, communication, coaching, leadership and other interpersonal skills. She also coaches executives in various organisations and strongly believes in applying the strengths-based coaching approach to help her clients become more efficient and effective in their workplace.
 

Upcoming Schedule

Date & Time

21 Apr 2020 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 337.05
For Non-Members: $ 404.46

Programme Facilitator(s)

Julie Yeap

Venue

60 Cecil Street
ISCA House
Singapore 049709