Report Writing: Getting the Message Across
 

Report Writing: Getting the Message Across
Monday, June 2, 2025, 8:00 am - Tuesday, June 3, 2025, 5:00 pm
San Antonio Water Systems
(2800 US-281 )

Agenda

Breakfast/sign-in: 8-8:30am
Session Begins: 8:30am
Session Ends: 5pm on both June 2 & June 3
 

Breakfast, lunch, and course handouts Included with registration

A two day deep dive follow up training of the 1 hour session presented at this years I Heart Audit conference

Bret Kobel, MBA, Managing Partner

Course Description

Well-written audit reports can be the difference between an audit group that is perceived as adding value and one that merely exists as required compliance. Unfortunately, delivering audit reports that contain objective-driven, direct, concise, evidence-backed information continues to be a challenge for even the most seasoned internal auditors. Audit reports often fail to deliver the intended message for a multitude of reasons, including their length, lack of a clear objective, overabundance of audit lingo and terminology, buried or lost messages, and not understanding the needs of audience. This interactive course will address the challenges commonly associated with audit report writing and teach the skills that will ensure your audit reports will be read and your message received as intended. Finally, this course presents the Two-Page Audit Report methodology, which provides a format and formula that ensures your audit reports get read and understood by any audience, including across the highest levels of the organization.

Bret Kobel Bio

Mr. Kobel is Managing Partner for Verracy and has more than 20 years of professional finance, accounting, audit, risk and compliance experience. Mr. Kobel specializes in internal controls, process improvement, process transformation & implementation with organizations operating under GAAP and/or IFRS Standards. He brings a diverse background to the organization from venture-backed startups to global Fortune 500 companies.

Earlier in Mr. Kobel’s career, he was part of a team that interpreted the newly released 1992 COSO Internal Control – Integrated Framework that worked to define a set of policies and procedures for one of the largest university systems in the nation and later led teams conducting the initial internal audits for the newly-implemented procedures.

Mr. Kobel received his BS degree from Indiana University and his MBA from The University of Texas at Austin. He is a member of the Institute of Internal Auditors (IIA) and the Association of Certified Fraud Examiners (ACFE).

Questions

If you have questions please reach out to Chapter76support@iiachaptercommunications.org.


 
Subscribe to the San Antonio IIA mailing list: