Course ID: MBHCE

Managing the Black Holes of Client and Engagement

Sound client and engagement management can influence both the effectiveness and efficiency of an  audit engagement. This module will provide guidance on how to maximize return on time spent with  critical areas, such as budgeting, scheduling, client assistance and delegation.

Learning Objectives

Upon completion of this course participants will be able to: 

  • Discuss the role of the in-charge, senior or supervisor for client and engagement management • Explain guidelines for better engagement budgeting 
  • Describe tips for better engagement scheduling 
  • Discuss supervision and delegation techniques

Major Topics
  • Importance of quality control on audits 
  • Why budgets are not used, and how to overcome the barriers to success • Determining useful budget amounts to use as a tool 
  • Better engagement scheduling tips for improved efficiency 
  • Making sure the client is ready on the first day of the audit 
  • Delegating for professional development and leveraging audit hours 
  • Handling difficult delegation scenarios 
  • Better engagement wrap-up tips and techniques

Who Should Attend

Accountants with responsibility for management clients and engagements

Fields of Study


Experience on basic audit engagements


This course is currently available for registration

Date Host Org CPE Format
12/13/2021 Business Learning Institute 4.0 Live Webcast --

This course is available for your group as:


Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.

Or, contact BLI: 888-481-3500 or
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