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Managing and addressing the needs of your clients and firm requires a broad range of competencies. These learning resources are designed to help you understand the knowledge and skills necessary to support the management of and manage a firm practice.
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Build business with "cost-cutting" reviews
With a good plan and execution, microengagements can pay off for clients and small firms.
Article Client retention Foundational
Building a Cybersecurity Practice
The PCPS Cybersecurity Toolkit provides learning resources, training and other to use with clients to assess their needs for cybersecurity resources.
Tool Cybersecurity Intermediate
Exploring SSARS No. 21: A Look at Preparation, Compilation, and Review Services
This guide provides insight into the key requirements and significant changes required by SSARS No. 21 and helps you apply the new standard in your practice.
Report Preparation services Intermediate
Understanding Third-Party Verification (Comfort Letter) Requests
Requests for third party verification letters (comfort letters) are rising. Lenders, government agencies and others are looking for assurance on, or verification of, a...
Video Attestation Intermediate
The Updated COSO Framework: A Guide to the Changes and Impacts for Your Clients and Your Practice
The guide provides an introduction to the key updates to the Framework, a look at what’s next for you and your clients, along with some ideas for services you can...
Report Internal control Intermediate
Succession Planning Guide
This guide provides the resources firms need to make their firms succession-ready. It incorporates a variety of succession scenarios that practitioners can work through,
Report Succession planning Intermediate
Dealing With Difficult People
This podcast discusses the impact of the disengaged employee on the engaged employee and how to deal with these difficult people.
Video Talent retention Foundational
Getting Employees Involved
This podcast discusses how to get employees involved and engaged in your firm.
Video Talent retention Foundational
Standardize for Engagement
This podcast discusses the importance of developing standardized processes and procedures to foster employee engagement.
Video Talent retention Foundational
Embrace Remote Work Arrangements
This podcast discusses how remote work arrangements create engaged and motivated employees.
Video Talent retention Foundational
Culture of Community
This podcast discusses the culture of community in a firm and how that creates a stronger environment with more engaged employees.
Video Talent retention Foundational
Foster a Culture of Gratitude
This podcast how fostering a culture of gratitude will cause employee engagement to grow.
Video Talent retention Foundational
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