IIA Baltimore Chapter 2020-2021 Virtual Series: High Impact Skills for Audit Success

In this training, attendees will receive a full day’s worth of training content facilitated by four speakers will be delivered over the course of two half-day mornings (4 CPEs each day) for a total of 8 CPEs. The sessions will be presented in a live on-line skills training webinar format (group internet-based delivery) using the Zoom Webinar software platform.

The 8-CPE training program will be led by: Krystle Howell, CPA, CIA and Training Facilitator for the Institute of Internal Auditors Barbados; Sandy Jansen, CIA, CCSA, CRMA, and Chief Audit Executive for The University of Texas at Austin; Jude Viator, Consulting Associate Director at Postlethwaite & Netterville (P&N) with nearly 14 years of IT audit experience; and Robert Kuling, Partner at MNP and a leader in the Enterprise Risk Services unit.

This event is intended for individuals who wish to strengthen their audit management and risk assessment skills. Training topics include the COSO updated framework, Leading Audit Projects, SOC Reports – Purpose and Use, and Fraud Risk Assessments.

Notes:

Online/ Virtual Session
Session 1: Thursday, May 13th; Session 2: Friday, May 14th
8:00 – 12:00 PM (each day)

CPE Credits Available:

Up to 8 Hours (4 hours per session)

Training Overview for Day One – May 13, 2021:

Session #1 - COSO Updated Framework

Presented By: Krystle Howell

Session Details: In today's business landscape, an effective system of internal control is critical but challenging. The need for a well-defined and understood tone at the top, ethical challenges, fraud considerations and new technologies contribute to the ever-changing demands that Auditors must face in remaining agile and relevant. An internal control system requires the use of judgment and this session will navigate the relevance of the COSO's updated framework in today's work environment.

Session #2 - Essential Skills for the Auditor-In-Charge

Presented By: Sandy Jansen

Session Details: Become the audacious auditor-in-charge you want to be! This session is designed to cover the responsibilities of the in-charge auditor from kicking off the project to workpaper review, including tools and techniques for effective time and project management. You will gain confidence in your ability to lead audit projects. Whether you have recently assumed the role of an in-charge auditor or would like a refresher to build upon your knowledge and skills, you will walk away from this session ready to tackle the daily challenges of an auditor-in-charge. You will learn tips, tricks, and pointers to help your projects run smoothly and allow you to focus your energy on adding value to your clients.

Training Overview for Day Two – May 14, 2021:

Session #1 - SOC Reports – Purpose and Use

Presented By: Jude Viator

Session Details: Jude will lead the audience to establish an understanding of why SOC 1 and SOC 2 reports exist, as well as the similarities and differences between the reports. Then, Jude will delve into the parts and pieces of the reports that may be useful in using the reports. You are welcome to sit back and take in the information but are also invited to participate by way of an open discussion. If you have specific SOC-related questions that you would like addressed, please consider sending them to Jude, in advance (jviator@pncpa.com).

Session #2 - Fraud Risk Assessment – With a Side Order of Culture

Presented By: Robert Kuling

Session Details: Robert will be highlighting the business case for conducting a Fraud Risk Assessment (FRA) in your organization. Following this, practical strategies and tactics will be outlined to deliver a successful and insightful FRA that includes an understanding of the pervasive influence of corporate culture in fraud risk assessment efforts.