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Content provided by Workman Forensics. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Workman Forensics or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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60. Client Inquiry, Communication, and Case Planning
Manage episode 333590100 series 3368820
Content provided by Workman Forensics. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Workman Forensics or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
On this week's episode of The Investigation Game Podcast Leah talks to Megan Brown, PI, CPA. Leah and Megan discuss all things Client related—from communication to case planning. Find out what things looked like at the beginning of Workman Forensics, and what they look like now. Leah ends the episode with easy tips to get you started on your journey to streamline or improve client communications.
This information-packed episode is the first of three conversations with Megan, and is just a sample of the content found in Leah’s new book: Data Sleuth: Using Data in Forensic Accounting Engagements and Fraud Investigations. Coming to stores April 2022. Preorder now on Amazon!
Megan is a PI and CPA. In addition to being the Forensic Accounting Manager at Workman Forensics, Megan serves on the board for Street School Inc., a local nonprofit that combines alternative education and therapeutic counseling to help Tulsa students. Read Megan’s full bio on the Workman Forensics website.
Connect with Workman Forensics
Youtube: @WorkmanForensics
Facebook: @wforensics
Twitter: @wforensics
Instagram: @wforensics
LinkedIn: @workmanforensics
Subscribe and listen to this and more episodes of The Investigation Game on Apple Podcasts, Android, or anywhere you listen.
123 episodes
Share
Manage episode 333590100 series 3368820
Content provided by Workman Forensics. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Workman Forensics or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
On this week's episode of The Investigation Game Podcast Leah talks to Megan Brown, PI, CPA. Leah and Megan discuss all things Client related—from communication to case planning. Find out what things looked like at the beginning of Workman Forensics, and what they look like now. Leah ends the episode with easy tips to get you started on your journey to streamline or improve client communications.
This information-packed episode is the first of three conversations with Megan, and is just a sample of the content found in Leah’s new book: Data Sleuth: Using Data in Forensic Accounting Engagements and Fraud Investigations. Coming to stores April 2022. Preorder now on Amazon!
Megan is a PI and CPA. In addition to being the Forensic Accounting Manager at Workman Forensics, Megan serves on the board for Street School Inc., a local nonprofit that combines alternative education and therapeutic counseling to help Tulsa students. Read Megan’s full bio on the Workman Forensics website.
Connect with Workman Forensics
Youtube: @WorkmanForensics
Facebook: @wforensics
Twitter: @wforensics
Instagram: @wforensics
LinkedIn: @workmanforensics
Subscribe and listen to this and more episodes of The Investigation Game on Apple Podcasts, Android, or anywhere you listen.
123 episodes
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Similar to The Data Sleuth Podcast
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Welcome to an exciting new season of the podcast Your Career: Choice or Chance? - as we dive into the ever-evolving world of GenAI in the Workplace and explore the latest trends, experiences, and career journeys shaping the future of work as AI is increasingly ingrained in it. Each episode provides fresh insights, addressing the transformative influence of GenAI in shaping the workforce of tomorrow, making it a must-listen for anyone interested in staying ahead in the ever-evolving world of ...
…
continue reading
1
The Brutal Truth about Sales and Selling - We interview the world's best B2B Enterprise salespeople.
Brian Burns
10k279
No BS Allowed - Are you sick of empty suits telling you to work harder? - Learn about The Maverick Selling Method, which models the world's best salespeople and what they do differently. If you are in sales and are passionate about selling, you will like this podcast. The focus is on b2b sales and selling. If you are selling or in sales, this podcast is for you. I cover cold calling, spin selling, challenger sale, solution selling, and advanced selling skills. Strategic selling, LinkedIn, sa ...
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
…
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