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: March 12, 2024

Included In Certifications

This course is included in the following Certification Programs:

13 CoursesAudit Training Certification - 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
5 Reviews (21 ratings)


Member's Profile
The case studies were more interesting in making more practical of the subject matter. I really loved the case study.

Anonymous Author
I appreciated the topics covered in this course and intend to employ the four styles of coaching with my own employees

Member's Profile
Excellent videos, concise, and straight to the subject matter. Very well produced and easy to understand.

Anonymous Author
Helpful examples and cases were included. Slides covered most important info.

Anonymous Author
It was a beautifully organized class with lots of information!

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
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: 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 .
Instructor for this course
Course Syllabus
  Learning Objectives for Supervisors Skills0:34
  Matters of Motivation9:15
  Overview of Coaching Styles14:10
  Four Styles of Coaching Defined13:26
  Constructively Handling Difficult Conversations13:15
  Constructively Handling Difficult Conversations Cont'd10:26
  Tips for Giving Constructive Feedback20:14
  Case Study-Applying the Constructive Feedback Process15:22
  Supervisor Skills - Coaching Staff to Stay on the Right Track1:36:42
  Slides: Supervisor Skills - Coaching Staff to Stay on the Right TrackPDF
  Supervisor Skills - Coaching Staff to Stay on the Right Track Glossary/ IndexPDF