Client Interviews

This class is a simulation of a meeting with an audit client. The simulation requires graduate students to participate in a simulated client meeting following the Audit Analytics class, where they will conduct a control walkthrough based on issues raised during the audit. Both before and after the simulated meeting, students will report to the partner in charge of the engagement via written memos. The goal is to develop critical communication skills needed in professional settings, such as asking the right questions, gathering essential information under time constraints, and using evidence to direct discussions. Additionally, the task emphasizes conflict resolution and respectful interaction, which are vital for handling real-world audit scenarios.

Why is this important?

It is essential for graduate students because it strengthens their ability to conduct effective client meetings and equips them with practical experience in managing audit-related discussions.

Materials:

Case: There are no cases for this class, however, the cases linked on the class 8 page are directly relevant for the simulation.
No slides are available for this class.
Data: A data update may be required for this class. To ensure your files are the most up-to-date, navigate to ACCTG521_Labs folder and run the command git pull.
Analytics Tools: Not Applicable.

Review and Extension:

This is the third and final class in the Helix Analyzer for Students classes, which concludes the revenue audit at Peach State University Hotels with a simulated meeting. It builds directly on the material in the double class 8 & 9.

Preparation:

1. Pleas read through the assessment guidelines Client Interviews Deliverable.
2. The pre-meeting memo is required to be submitted in advance on 10/21.
3. The simulated interviews will occur on 10/22.
4. The post-meeting memo is due one-day after the meetings, on 10/23, but teams are encouraged to submit day of the interview.

Class Plan:

Teams: during this class, please sit in your assessment teams.

1. Each team will meet with the instructor in a randomized order.
2. Teams will only attend their meeting time slot.
3. After the meeting teams should focus on writing up their memo.
4. Meetings cannot run over time, the individual being interviewed has (literally) back-to-back meetings.