Now more than ever, training and development plays a critical role in the success of an organization. Yet, adequate in-house design and delivery resources may not be available because of cost cutbacks, lack of available talent, or competing priorities. With substantial experience in a wide spectrum of technical, leadership and interpersonal skills topics, Emergent Solutions Group, LLC (ESG) offers a broad range of design and delivery solutions outsourced on a project or part-time basis. ESG provides the following benefits to your organization:
· Save time and money. Offer successfully proven courses from our course catalog, or cost-effectively create customized, top-notc content that is practical, engaging and enjoyable.
· Alleviate time pressures on your current course developers. Rely on an experienced course designer who can complete high-quality projects from scratch in a reasonable timeframe.
· Enhance existing training courses that get marginal feedback from the participants, or do not achieve your desired outcomes. Depend on a fresh perspective to ensure that participants get excited and involved in the topic. Interactive, engaging and useful content will help participants retain the skills and knowledge you are attempting to teach and apply it on the job.
· Get more out of “off-the-shelf” training. Use the skills of a knowledgeable training designer to customize stock training to better meet your specific needs.
· Relieve overwhelmed in-house instructors. Trust an experienced resource to deliver material instead of hiring a full-time instructor or asking staff with competing priorities to add an additional burden to already busy schedules.
· Provide less-experienced instructors with support and coaching necessary to do to a more effective job. ESG will provide your instructors with coaching and proven tips and techniques that make training programs a success.
Experienced in course design and highly-rated in instructing a wide array of topics (accounting, auditing, personal development, project management, practice management, and more!), ESG can fulfill a variety of your organization’s needs, including:
Developing High-Caliber, Cost-Effective Training Content
· Create top-notch content in a reasonable timeframe (from our existing course catalog or from scratch);
· Spearhead research, development and delivery of new training products and services to meet your organization’s specific needs (and even joint venture to market to others, if desired);
· Work with your subject matter expert as an overall project management and design specialist.
Revamping or Customizing Existing Training Offerings
· Enhance training courses to be more interactive, engaging and fun;
· Customize “off-the-shelf” content to better meet your organization’s specific needs;
· Update content for current developments;
· Critically rethink and challenge whether content provides practical knowledge that participants can immediately implement and find valuable.
Acting as an “On-Call” Instructor or Speaker
· Act as a reliable and experienced resource to deliver content in a confident, interactive, and polished style.
Training the Trainer
· Teach your instructors the proven tips and techniques that make delivering training programs a success.
Background & Experience
Jennifer F. Louis, CPA has over 15 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success. In 2003 she founded Emergent Solutions Group, LLC, dedicated to meeting organization’s training needs on a project or part-time basis. She was most recently Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly respected training and consulting firm serving the audit profession. Over her six years at AuditWatch, Jennifer served many roles. She began her career at AuditWatch as Vice President – Product Development. Jennifer also served as an instructor and consultant for the firm’s Audit Productivity Improvement ProgramTM (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses. Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs. She led the Training Services Division, which includes AuditWatch UniversitySM (“core-level” staff training for new hires to managers) and related offerings. She also co-authored the Guide to Value-Added Auditing (Thomson/Practitioners Publishing Company, Fort Worth, TX, July 2001).
Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP. While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.
Jennifer was also an Audit Manager for Deloitte & Touche LLP. During her years in the Washington, DC office of Deloitte & Touche, she was a frequent local and national instructor. Jennifer also served as an instructor for the firm’s national “Train the Trainers” program. Recently, Jennifer assisted Deloitte & Touche managing audits on a project-specific basis.
Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting. She is currently a member of the American Institute of Certified Public Accountants (AICPA) and the American Society for Training & Development (ASTD), and is licensed to practice accounting in the Commonwealth of Virginia.
How to Contact Us
Emergent Solutions Group, LLC
P.O. Box 3131
Reston, VA 20195
(703) 431-9044 [office]
jlouis@emergentgroup.net
Pre-existing Course Catalog
Accounting & Auditing
• Accounting & Auditing Update for the Non-CPA
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• Internal Controls: Putting Together The Pieces of the Puzzle
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• Analytical Procedures: An Essential Tool for Auditing Financial Results
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• Surgent’s Audit Workshop: Best Practices in Planning and Designing a High Quality and Profitable Audit*
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• Surgent’s Practical Guide to Better Substantive Testing and Auditing of Internal Controls*
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• Surgent’s Audit Workshop: Best Practices for Audits in Compliance with Governmental Auditing Standards and OMB Circular A-133*
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• Changing Your Audit Approach to Comply with the New Risk Assessment SASs
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· Customized training based on needs identified from review of your firm’s actual audit workpapers
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Audit Staff Training
| · Staff I: Basic Staff Training* |
· Staff IV: Experienced In-Charge Training*
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| · Staff II: Experienced Staff Training* |
· Staff V: Management Skills Training*
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· Staff III: Beginning In-Charge Training*
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Sarbanes-Oxley
• Sarbanes-Oxley Section 404: What Everyone Needs to Know About Internal Controls
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• Excellence in Corporate Governance
(Contributing Author Bisk Publishing/Tulane University Self-Study Certificate Program)
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• The Sarbanes Oxley Act: What Everyone Needs to Know About The New Era of Accountability & Responsibility
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• Creating a Culture of Compliance with Sarbanes-Oxley Sections 302 & 404
(Self-Study by Bisk Publishing)
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• Sarbanes Oxley Section 404 Implementation: Putting the Pieces Together
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• The Necessary Evolution of the Compliance Process
(Self-Study by Bisk Publishing)
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• Emerging Costs & Benefits of Sarbanes-Oxley Section 404
(Self-Study by Bisk Publishing)
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• Sarbanes-Oxley Section 404 Related to Information Technology
(Self-Study by Bisk Publishing)
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Practice Management
• Making Rain: Strategies for Client Service, Selling & Negotiating
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• Coaching Staff to Stay on the Right Track
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• The Balanced Leader-Manager: Using the Right Leadership Style
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• Make It Happen! The Art of Discipline and Getting Things Done
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Value-Added Auditing
• Get Intimate With Your Client: Enhance Audit Quality, Improve Profitability and Become a Better Business Advisor
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• Value-Added Management Letter Comments in Compliance with SAS No. 112
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Personal Development
• Board Presentations & Public Speaking: You Can Do It!
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• Personality Styles: What You Absolutely Should Know About Yourself & Others
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Other
• Critical Performance Measures: Useful Tools for Gauging Success
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• Minimizing Risk through Process Reengineering: How Auditors Can Help
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• Guide to Value-Added Auditing (Contributing Author Thomson/Practitioners Publishing Company, Fort Worth, TX 2001)
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• Interviewing to Avoid Costly Hiring Mistakes
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· Regular monthly contributor to CPE Network DVD Series Accounting & Auditing Report
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· Regular quarterly contribute to CPE Network DVD Series Nonprofit Report
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* These courses are available for booking exclusively through Surgent McCoy CPE LLC, and are also available in self-study format.
Partial Listing of Clients
Aronson & Company
Bisk Publishing
Business Learning Institute
Federal Reserve Board
Goodman & Company
Grant Thornton
Guilford Pharmaceuticals
Katz, Sapper & Miller
LarsonAllen
Loyola College of Maryland
Maryland Association of Certified Public Accountants
Mills Corporation
Practitioner’s Publishing Company (Thompson Publishing)
The Rainmaker Academy (Waugh & Company)
Reznick Group
RSM McGladrey
SS&G Financial Services
Surgent McCoy CPE LLC
U.S. Postal Service
Watkins, Meegan, Drury
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