The Importance of the Engagement Foundation: Learn from My Mistakes

Co-Sponsored by the National Association of Certified Valuators and Analysts®  (NACVA®) 

	Program Description		Who Should Attend
	How You Will Benefit		Schedule

Program Description
In this course, we will go over real-world examples of why our Standards are so important and why setting up the engagement correctly from the start is so critical. From the moment you first talk with a potential client, to putting the details in a written engagement letter, will ensure you are on the right path to communicating effectively with your clients, and running your engagements in a manner that causes you, and them, less stress.

How You Will Benefit
After completing this course, attendees will be able to:

• Determine whether or not to take on a valuation engagement
• Collect the initial engagement details from a client to ensure the work product is clearly what the client is seeking
• Create and provide the client with a written engagement letter that spells out the terms of the engagement; detailing what exactly is provided to the client and the associate cost
• Cite real-life examples on why these communications are so critical at the onset of an engagement and how to recover from potential misunderstandings made early in the engagement

Take Aways

• Efficiently and effectively determine if you should take on a valuation engagement
• Gather the initial engagement details from a client to ensure the work product is clearly what the client is seeking
• Provide the client with a written engagement letter that spells out the terms of the engagement, and explains exactly what you will be providing to the client and at what cost
• Cite real-life examples on why these communications are so critical at the onset of an engagement and how to recover from potential misunderstandings made early in the engagement

Delivery Method Group Internet-Based Program Level Basic Advanced Preparation None Prerequisites Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.    Business Management and Organization 1   Management Services 1 Total CPE Hours   2

For NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.