Instructor for this course

Being a successful coach requires tackling various responsibilities, including motivating, providing positive and constructive feedback, and otherwise getting the best performance out of engagement team members in the given situation. This module provides tips and techniques for critical coaching responsibilities.

Major Topics:

  • Different ways to appropriately motivate others for performance, including nonmonetary awards
  • Modifying coaching style to the various specific situation, considering both task and relationship factors to give staff the support they need for success
  • Tips for engaging in difficult conversations with others, including staff, peers, supervisors and clients
  • Giving constructive negative feedback to staff, including creating an action plan for improvement

Learning Objectives

  • Discover and discuss how to motivate teams for engagement success.
  • Explore and explain the appropriate use of different coaching styles appropriately matched to the circumstances.
  • Identify and describe a process for engaging in difficult conversations.
  • Discover and discuss a process for giving constructive feedback and creating professional development plans.
Last updated/reviewed: May 8, 2022

Included In Certifications

This course is included in the following Certification Programs:

13 CoursesAudit Training Level 3 - In-Charge/ Senior

  1. Fraud Trends - Applying Real-life Lessons to Small and Mid-Size Entities
  2. Reviewing Workpapers - Embracing Responsibilities for Quality Control
  3. Advanced Audit Planning Concepts - Ensuring an Effective and Efficient Audit
  4. Internal Controls to Mitigate Financial Reporting Risk - Designing Stronger Internal Controls for Small or Mid-Size Entities
  5. Auditing Revenue Recognition - Grasping the Higher Risks and Special Audit Considerations
  6. Auditing Contingencies and Going Concern Uncertainty - Testing for Completeness and Proper Disclosure
  7. Audit Reporting Advanced Concepts - Understanding the Impact of General Audit Procedures on Disclosures and Audit Report Modifications
  8. Critical Traits of a Thinking Auditor - Stretching Experienced Auditors Beyond the Basics
  9. Client and Engagement Management - Managing the Black Holes that Erode Profitability
  10. Supervisor Skills - Coaching Staff to Stay on the Right Track
  11. Professional Ethical Considerations for CPAs
  12. Accounting Update - Hot Topics for Preparing Current Period Financial Statements
  13. Auditing & Attest Update - Hot Topics for Current Period Audits and Other Attest Services


Course Complexity: Intermediate

Prerequisite: Experience on audit engagements.
Designed For: Accountants with responsibilities for coaching staff for higher performance on audit engagements.

Education Provider Information

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
  0:34Learning Objectives for Supervisors Skills
  9:15Matters of Motivation
  14:10Overview of Coaching Styles
  13:26Four Styles of Coaching Defined
  13:15Constructively Handling Difficult Conversations
  10:26Constructively Handling Difficult Conversations Cont'd
  20:14Tips for Giving Constructive Feedback
  15:22Case Study-Applying the Constructive Feedback Process
  1:36:42Supervisor Skills - Coaching Staff to Stay on the Right Track
  PDFSlides: Supervisor Skills - Coaching Staff to Stay on the Right Track
  PDFSupervisor Skills - Coaching Staff to Stay on the Right Track Glossary/ Index