[cpamang]

Hi all,

I’m going on my first “bigger” client meeting this week with my managers and partners at my firm. I’m a staff. How should I handle this? Should I not speak the whole meeting? I’m not referring to the beginning small talk, I’m referring to once the actual meeting begins.

Thanks

[ruggercpa2b]

A manager or a senior usually run the meeting. Staff usually are there to take notes and pay attention to what is being said. Most times you will speak if they call on you for something. As you become more experienced and have better knowledge of your client you will run your own meetings with the people at the client you work with directly during testing.

AUD - NINJA in Training
BEC - NINJA in Training
FAR - NINJA in Training
REG - NINJA in Training

AUD - 1/6/18
FAR - TBD
REG - TBD
BEC - TBD

AUD - 73, 72 retake 7/2/2016
BEC - 8/20/2016
REG - TBD
FAR - TBD

I am so ready for this nightmare to be over. Been at this way too long.

[MaLoTu]

Don’t speak unless you have to and if you have a question during the meeting it is best to write it down and ask your senior or manager later (they can ask the client if they don’t know, but most cases they will and no need to halt the meeting for something that only you don’t understand). You being there is mostly for your own understanding since you will be testing a majority of the accounts.

Almost always from my phone... please excuse my typos!

All 4 passed - 2016

CA CPA

[Author]

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