Pick a Workshop Category

Report-Writing workshops
Auditing Essentials workshops
Soft Skills workshops

Report-Writing Workshops are great for teams who:

want to enhance their writing skills and simplify their reports. I'll customize the training to meet your department's specific learning objectives. Customized workshop materials include your department's actual reports, templates, and guidelines. 


Mastering the Essentials of Audit Report Writing

  • Write compelling reports that engage your readers.
  • Meet your readers' needs for report content, structure, and readability.
  • Follow a disciplined approach for developing each audit observation or compliance comment.
  • Identify root causes and recommend the right solutions.
  • Engage in writing exercises that result in real-time improvement.


How to Write Clearly and Concisely

  • Eliminate ambiguity and confusion in your writing.
  • Use precise, direct wording.
  • Learn how active and passive voice impacts clarity.
  • Learn how passive voice can make your writing less clear.
  • Engage in writing exercises that result in real-time improvement.


Editing with Ease

  • Reduce edits, rewrites, and revisions.
  • Study an approach to editing others' writing that encourages learning and pride of authorship.
  • Master the techniques of professional writers to improve report readability.
  • Practice editing reports and writing samples.


How to Write Persuasive Executive Summaries

  • Understand the executive perspective.
  • Write to capture the executive's attention.
  • Create a five-point message.
  • Use wording that is clear, direct, and strategic.
  • Practice writing an executive summary.


Writing Effective Policies and Procedures

  • Write P&P's that employees read and operationalize.
  • Delineate policies from procedures.
  • Create clear lines of responsibility.
  • Write clearly and concisely.
  • Rewrite sections from your organization's P&P's.

Auditing Essentials Workshops are great for teams who:

want to enhance their technical auditing skills. I'll customize the training to meet your department's specific learning objectives. Additional topics are available.


The Essentials of Risk-based Auditing

  • Understand the nature, categories, and characteristics of risk.
  • Assess risk at the entity and activity levels.
  • Study COSO’s risk and control frameworks.
  • Use strategies and tools to identify, measure, and prioritize risks.
  • Plan and implement a risk-based audit.

Performance Auditing: Measuring Impacts and Results

  • Compare performance auditing to financial and compliance auditing.
  • Identify criteria for auditing effectiveness, efficiency, and economy.
  • Learn an approach that can be applied to any operation or initiative.
  • Develop the audit objectives, scope, and test steps.
  • Measure inputs, processes, outputs, and outcomes.

New Auditor Bootcamp

  • Study IIA standards and the audit life cycle.
  • Conduct an audit from beginning to end using a customized case study.
  • Perform a risk assessment and identify control gaps.
  • Practice interviewing and communication skills.
  • Gather audit evidence and document the audit.
  • Develop audit findings and lead an exit conference.

Soft Skills Workshops are great for teams who:

want to enhance their communication, leadership, and relationship-building skills. I'll customize the training to meet your department's specific learning objectives. Additional topics are available.


Win-Win Conversations: Transforming Conflict into Collaboration

  • Learn why conversations and negotiations fail.
  • Employ effective listening and problem-solving skills.
  • Discuss five ways to manage conflict and build trust.
  • Discover how personalities and thinking styles impact communication.
  • Learn four steps to successful negotiations.


Leadership Skills for Positive Outcomes

  • Assess your leadership strengths and weaknesses.
  • Foster trust and open communication.
  • Motivate, mentor, and support team members.
  • Build a culture of accountability and high performance.
  • Monitor and evaluate performance effectively.


Maximizing the Audit Interview

  • Gather testimonial evidence quickly and effectively.
  • Plan, conduct, and document the interview.
  • Use critical thinking to refine your questioning technique.
  • Listen actively, manage conflict, and solve problems.
  • Interpret responses and body language.
  • Study the impact of emotional intelligence and thinking styles.
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