The Association Between Audit Office Team Diversity and Audit Quality
Available Until
Self-study
1.00 Credits
Member Price $49.00
Non-Member Price $59.00
Overview
Exit planning isn’t just a service’it’s a strategy. This session gives financial advisers a clear framework for helping business owners prepare for what’s next, from assessing readiness to building the right advisory team. You’ll learn how to start meaningful conversations with clients, identify risks that can derail a deal, and collaborate effectively with other professionals for a smooth exit. Whether you’re adding exit planning to your practice or refining your approach, this course will help you deliver real value during one of the most critical phases of a client’s business journey. You’ll learn how to: Spot the signs of owner and business readiness Address key risks like the — 5 D’s — (death, disability, divorce, disagreement, distress) Build and lead a trusted team of exit planning advisors Follow a structured process that supports both the client and your practice For advisers ready to lead clients confidently through the exit planning process’and stand out doing it. This session was recorded on April 17, 2025 for CalCPA’s Practice Management Bootcamp conference.
Highlights
Objectives
- Develop strategies to foster psychological safety within diverse audit teams to enhance overall team performance and audit quality.
- Formulate an audit office-level plan that integrates team diversity as a distinct characteristic to improve audit quality, especially in complex and non-routine engagements.
Notice
This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.
Non-Member Price $59.00
Member Price $49.00