Virtual Training Series: Effective Audit Communication

– 4 parts from Successful Audit Communication Strategies to Persuasive Findings –

Successful Audit Communication Strategies [100 min. 2 CPE] 10th May 2022
– Ethically influencing audit clients –
Our ability to positively influence outcomes depends not only on our skills but also on understanding what influences our business partners. What should you know about your audit client to influence them to agree to a positive outcome? Why are these elements important and how do we gather the information? How can this knowledge influence what we say and how we say it? In this session, you will learn proven strategies and techniques to begin to understand your business partners, so you can craft effective communication strategies that get better results than ever before.

Questioning for Success [100 min. 2 CPE] 12th May 2022
– Developing your audit superpower –
Questioning and listening are the two halves of the heart of communication. We can use questions to learn, to inform, to coach, to resolve conflict, to get action taken. What questions can you ask? What questions should you ask? What questions have you never considered before? What questions will bring your audit client with you to agreement and action? How can you use questions to coach your audit client to the ‘right’ outcome? In this session, you will learn proven questioning strategies and techniques to that help you get to ‘yes’ with your audit clients (and colleagues), which will result is long-term relationships and next-level audit results.

Preparing to Present Audit Results [100 min. 2 CPE] 17th May 2022
– Creating transformation and positive change –
Presenting audit results in meetings is not as simple as it sounds. Should you use slides? What should be on those slides? How should the presentation be structured? What techniques can you use to create a presentation that is compelling and engaging, and achieves the desired results? How can you keep your audit clients engaged and achieve the desired outcome of the meeting: that your audit client accepts your findings, risk and recommendations, and agrees with minimum pushback and no audit work? In this session, you will learn proven strategies and techniques to turn findings and recommendations into an impactful presentation, key slide development techniques, and presentation delivery best practice.

Writing Persuasive Findings and Recommendations [100 min. 2 CPE] 19th May 2022
– Communicating value-added audit results –
Writing findings and recommendations is part science and part art. We have guidance from the IIA, but how do we implement that guidance, and implement it with the right language? How do we avoid writing long-winded, poorly organized findings? How can we persuade our audit client to accept the finding and agree to take the necessary actions without pushback and lengthy discussions? How do we take the pain out of the editing and review process? In this session, you will learn proven strategies and techniques to write clear, concise and compelling findings and recommendations in accordance with IIA standards – and your stakeholders’ needs.

Management Trainer

ARC Institute

The ARC Institute is a university spin-off. The ARC Institute focuses on networking between science and practice. The ARC Institute provides thought leadership and innovative methods
to support its customers across all industries in digital transformation. The ARC Institute is the innovation and premium holding brand.
The Audit Research Center as part of the ARC Institute supports audit departments globally and especially national IIA associations with yearly 1.800+ training days and transformation services along an audit knowledge value chain.

Tracie Marquardt

Tracie Marquardt
CPA, Senior Management Trainer, Audit Research Center | ARC Institute
Bachelor of Arts, Honours Chartered Accountancy Studies

Since 2005, Tracie has trained thousands of internal auditors from Germany, Europe, Africa and the US to communicate more effectively on an international stage. As a result, these auditors are able to communicate their key messages more clearly, concisely, and persuasively, resulting in agreement, action and positive change. Specialties include audit report writing, global communication competence, interviewing skills, reconciling findings with auditees, and presenting powerfully. Tracie is a former external auditor (Deloitte) and internal auditor (HFCL) from Canada, with 10 years’ experience in the financial industry in Canada and the U.S.

Key skills include

  • Training, coaching and consulting internal audit for global communication skills.
  • Designing training programmes that combine skills learning with culture and language to ensure success of the participants working internationally.
  • Designing, creating and delivering customised, interactive workshops that bring measurable results for management.
  • Providing feedback and distance coaching to internal auditors on actual audit reports and training case studies.
  • Deep understanding of stakeholder requirements, audit report objectives, communication interactions within the audit process, and related challenges.

Significant Projects/Audit Communication Skills

  • 2018 Presenter at the Congress of the German national IIA chapter in Munich, Germany. Topic: Agile Audit Communication.
  • 2010 – 2018 Delivered a customised Audit Report Writing and Communication training programme to Internal Audit within the European banking system. Over 750 auditors from 25 countries participated in the training programme.
  • 2017 – 2018 Trained the global Internal Team of a leading pharmaceutical company on Audit Report Writing and Next Level Auditing with ARC HIANCA.
  • 2016 Trained the global Internal Audit team of a Swiss Bank on Audit Report Writing and Next Level Auditing with ARC HIANCA.
  • 2016 Trained, coached and provided consulting services for 40 auditors including 5 Heads of Audit at a top German financial organisation as they overhauled their report writing methodology.
  • 2015 Presenter at the annual Congress of the German national IIA chapter in Dresden, Germany. Topic: Global Communication Competence and the International Internal Auditor.
  • 2014 – 2015 Trained the Internal Audit team of a DAX30 medical device company on Audit Report Writing, including individual & team coaching, and development of an Audit Report Writing Style Guide. Reduced reporting review time by more than 50%.
  • 2005 – 2016 Delivered audit communication workshops to the German national IIA Chapter Academy.

Language Skills

  • English native speaker
  • German intermediate spoken

Other

  • President, Heidelberg International Toastmasters Club, affiliated with Toastmasters International
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Execution dates

+ Tue. 10th May 2022: 14:00 – 15:45 CET
+ Thu. 12th May 2022: 14:00 – 15:45 CET
+ Tue. 17th May 2022: 14:00 – 15:45 CET
+ Thu. 19th May 2022: 14:00 – 15:45 CET
[8 CPE ~ IIA Standards]

Conditions and Price

The participation (all four parts) costs a total of 290,- Euro according to preferential conditions. For all international countries we do not charge VAT in B2B based on reverse tax charge procedures. After receipt of your registration you will receive a confirmation of registration and a separate email invoice and login. Please pay the registration fee directly. You will receive a separate invoice by email. The price includes the participation in the lectures of the booked event and seminar documents.

You can cancel up to one week before the event free of charge. Thereafter or if the participant fails to attend, we will charge the entire participation fee. Of course it is possible to change the registered participant.

Didactics | Methodology

Virtual Training Series MS Teams: Interactive lecture, discussion, practical example, case studies, reflection