It’s a scientific fact that a person’s body gestures give away his true intentions.  Actually, over ninety percent of all face-to-face or face-to-computer conversations derive from nonverbal clues. Conveying competent and ethical behavior, both on virtual conversations and from 6-feet away, is of utmost importance.

Since our body language, the most crucial and sound part of our personality, “speaks the loudest,” it is imperative that we learn how to apply appropriate and deliberate nonverbal gestures that display confidence, exude integrity and create a sense of trust during virtual calls.  Since social distancing conditions seem to intensify uncertainty and fuel anxiety, every aspect of our role as tax preparers is now magnified and complicated.

Body language expert Jan Hargrave teaches you the ways in which your body communicates to the world around you.  As the nation’s leading behavioral authority, Jan will provide you with the nonverbal behaviors/practices that exude trust, display competence and build credibility during virtual conversations and at in-person events.  Discover how to:

• Communicate ideas clearly, impressively and powerfully during conversations.
• Engage the fundamentals of ethical and professional nonverbal intelligence (NI) as set forth in the IPT guidelines for all members.
• Demonstrate respect for the key moral principles of honesty, professionalism, and dignity.
• Employ the “TRIPLE-THREAT-Communication Method.”  Learn to demonstrate meaningful eye contact, purposeful gestures and intentional body posture to develop clarity during virtual meetings or in-person events.
• Become familiar with the facial expressions of emotions (interest, curiosity, attention, contempt, anger, disgust, happiness).  
• Detect fraudulent/deceptive claims: learn to read the “micro-expressions” of deception, craftiness and cunningness during conversations.
• Decipher quick ways to sharpen rapport and likeability through mirroring and matching.

CPE: 1.5 hours

Field of Study: Communication

Knowledge Level: Basic

Prerequisites: None

The Committee of Sponsoring Organizations of the Treadway Commission (COSO) is well known for its Internal Control and ERM frameworks. Additionally, COSO provides guidance and thoughts leadership on risk management, internal control and fraud deterrence.

COSO has been busy in the last year, updating previous guidance and issuing new guidance. The Chairman of COSO will help participants in this session better understand and manage cyber, blockchain and compliance risks and controls.

At the end of this session, participants will be able to:

1. Understand how to apply risk management principles
2. Understand recent guidance related to cyber risk and creating and protecting value
3. Understand upcoming guidance, particularly related to risk appetite, compliance risk, and blockchain

CPE: 1 hour

Field of Study: Auditing

Knowledge Level: Basic

Prerequisites: None

Artificial intelligence or “AI” is often referred to though the capabilities of AI are generally not well understood as well as the value that may be obtained. There isn’t yet even a single set of AI terminology that can be agreed upon to use. Tanmay will answer the questions of what AI is, what it's capable of, what it’s not capable of, and how might AI be used by internal auditors in their professional and personal lives.

During the presentation, Tanmay will display transforming examples of this power.

CPE: 1.5 hour

Field of Study: Information Technology

Knowledge Level: Basic

Prerequisites: None

Wondering what you will need to do or do differently if your team adopts Lean and Agile auditing? How will using these methodologies affect the skills you need to use to complete your audits?

During this session, Ann M. Butera, CRP and President of The Whole Person Project, Inc., will explain the critical competencies you need for Lean and Agile auditing --- and how you can adapt and develop competencies in these areas. She will provide examples of ways you can adapt to the pace and nature of agile auditing and increase your conceptual flexibility, adaptability, and transversal skills. She will describe ways to position yourself to thrive in a lean and agile environment --- or one in which you are under pressure to "do more with less".

Upon completion of this session, you will be able to:

1. Increase your readiness for Lean and Agile auditing
2. Focus on the competencies you need to audit with agility
3. Walk away with practical approaches you can use to adapt your performance in a Lean and Agile environment

CPE: 1 hour

Field of Study: Auditing

Knowledge Level: Basic

Prerequisites: None

Being Agile sounds great. Who wants to spend time producing documents that are not valued by their recipients? But, how practical is it to be Agile in auditing?

During this session, you will find out how you can apply Agile principles to your work without having to be experts or implement a formal approach. If you want to leverage the benefits of agility without adopting Agile, plan on attending this session, led by Ann M. Butera, President of The Whole Person Project, Inc., a New York-based organizational consulting firm that specializes in internal audit and risk management.

Upon completion of this session, you will be able to:

1. Correlate Agile principles to risk-based and operational auditing
2. Implement Agile techniques to decrease audit cycle time without increasing audit risk
3. Apply Agile techniques to execute each stage of an audit
4. Walk away with ways to incorporate agile approaches when auditing

CPE: 1 hour

Field of Study: Auditing

Knowledge Level: Basic

Prerequisites: None

CPE: 1 hour

Field of Study: Auditing

Knowledge Level: Basic

Prerequisites: None