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Activate Your Awesomeness!

Offered Biweekly on Wednesdays at 1:00 p.m. to 2:00 p.m. Central Time in one CPE event

 

Internal auditors are awesome people.

This is something internal auditor do not hear in most business environments. Oftentimes we are called necessary evils, the group that bayonets the wounded, or those infernal auditors. I could go on, but you get the point.

Honing client interaction skills can significantly improve the effectiveness of audit engagements.

Several years ago, after a tough audit engagement, a client called my team awesome. Then another. And another. Pretty soon, we started to believe we were actually awesome.

However, we did not know what we were doing to create this perception. That is, until I asked. This session provides information gathered directly from clients on what can make auditors awesome. And surprisingly, it has less to do with...auditing.

After attending this session, participants will be able to:

 

  • Describe 3 critical components to being awesome

  • Discover how to find your awesome attributes and apply them to auditing

  • Find the courage to activate your awesomeness

This session is designed to arm auditors with the tools necessary to create and sustain better relationships with thier clients.

This timely, one hour CPE training event is designed for the internal auditor and others who wish to improve their auditing tradecraft skills.

The cost of this internal audit training seminar is $70.00 for the first attendee from a single organization.

Each attendee will receive one CPE Hour (YB). A certificate of completion will be provided.

Program Level of Understanding: Intermediate
Prerequisites: None
Advance Preparation: None
Delivery Format: Group Internet Based
NASBA Field(s) of Study: Personnel/Human Resources
CPE Credits: 1, based on 50 minutes of instruction per hour

Tradecraft

Tradecraft, within the internal and external auditing communities, refers to the techniques, methods and technologies used in modern financial and internal auditing and generally, as part of the activity of creating assurance.

Honing client interaction skills can significantly improve the effectiveness of audit engagements.

This includes general topics or techniques (interviewing, for example), or the specific techniques of an organization (the particular form of performance improvement (Lean Six Sigma), for example).

 

Instructor

Robert Berry will be the instructor and he is known as "That Audit Guy".

Robert believes the ultimate goal in business is to improve people, processes and profits. Every organization exists to make some sort of profit. Behind every profit is a series of business processes that must be in sync. But behind every process is a person. People are the heartbeat of every organization and need to be developed and supported.

 

Robert has spent the better part of his career trying to bring out the best in people. As a result, you will find that his training courses are practical and actionable. The compelling content typically contains good visuals to stimulate recall along with clear and concise language. As a service provider, Robert's approach is honest yet empathetic. The internal audit function and management can work together to evaluate processes in an organization to bring out the best in everyone.

Robert has worked as an auditor and an accountant in small and multi billion dollar organizations. You will find the standard alphabet soup behind his name (CPA, CIA, etc), but improving people, processes and profits is what matters most.

 

CPE Event Highlights

This event overviews a number of key skills to help auditors gain access to all relevant clients and elicit the kind of information that will result in better audits.

  • Auditors have to practice the trade by using the following skills:

  • Get to know the client,

  • Understand the business,

  • Show respect,

  • Ask open-ended questions,

  • Express interest,

  • Remain impartial,

  • Qualify the audit findings,

  • Do not be an "Alarmist".

 

Learning Objectives

Attendees will:

  • Understand "Walking in the client's shoes".

  • Understand how to use open ended questions.

  • Learn how approach each unique client.

  • Understand how to create "wins" for the client.