A One-Day Course on Optimizing the Effectiveness of Your Audit Reports
Audit Reports can significantly lose their effect if not written professionally. Writing an audit report is a fine art and, once perfected, can take on more importance than the audit itself. In this 8 hour course, attendees will learn, in depth, about each component of an audit report and how to set the correct tense and clarity to gain the most effectiveness.
I. Introduction and Background
a. Why write an audit report?
b. What about your audit reports?
II. Auditor Guidance
a. IIA IPPF
b. Yellow Book
c. Why Write an Audit Report?
d. Limitations of Audit Reports
III. Audit Report Structure
a. Executive Summary
b. Observations
c. Appendices
IV. Executive Summary
a. Audit Summary
b. Audit Objectives
c. Audit Scope
d. Background
e. Opinion
f. Overall Report Ratings
g. Standards Conformance Statement
V. Observation Components
a. Foundation
b. Condition
c. Cause
d. Effect
e. Recommendations
f. Action plans
VI. Other Sections of Audit Observations
VII. Report Optimization
a. Standard 2420
b. CCCCPV
c. Verb Tenses
d. Voice Tense
e. Emotional Words Not to Use
f. Spelling and Grammar
g. 10 Common Mistakes that are not Caught in Spell Check
VIII. Report Review and Writer's Block
a. Three Levels of Review
b. Tone
c. Modifiers
d. Writer's Block Factors
e. Technical Tools
IX. Summary and Wrap-Up
I attended your Project Management seminar today and found it very interesting and motivating! Would you please send me the project planning and status templates that you referenced today? Feel free to include any other template along these lines and throughout the process that may be helpful.
I look forward to attending other seminars that will be available later this year.
Project Management - North Jersey IIA
Thank you Danny.
Really enjoyed your course and I don’t say that very often.
IT Auditing for Non-IT Auditors (Omaha) Attendee - May 2017
Management:
I appreciate the time and effort Danny put into the training. We were a tough crowd and he did an excellent job.
I’ve been to a lot of trainings over the years. I think Danny is probably the best I’ve seen at creating an upbeat environment where everyone feels comfortable participating. He did really well at keeping folks engaged. He also covered a lot of valuable ground. On the whole, he was excellent.
Private Training - People Centric Skills April 2017 (Oregon)
“Thank you for the wonderful presentation, it was engaging, thought provoking and I absolutely loved the synergy in the room !! I have finally taken the time to read my notes to reinforce the conversation’s leveraged from your multiple presentations….” – Attendee, St Louis IIA, Fraud Auditing and Practical Ethics
Attendee, St. Louis IIAManagerSt. Louis, MO
I attended your presentation on Crucial Communications which was absolutely great! Thanks for being the instructor. You are an amazing instructor and are so lively with the audience.
Crucial Communications - CASA
“I enjoyed the training on Fraud and Project Management. You have a great way of keeping people engaged and interested without putting them on the spot. I found a lot of your material interesting.” -Attendee, Audit Manager
St. Louis IIA - Fraud Auditing & Practical Ethics
The Fraud training session yesterday was really great. You have a great way of providing good, relevant information while also being very entertaining and keeping the group engaged. That is not an easy feat, especially during those all day sessions so thanks again.
Fraud Risk Assessment Attendee - Boston IIA March 2017
I loved Danny’s session! He facilitated open discussion about corporate culture, which helped us all apply the lessons learned to our unique situations and organizations.
NOTE: Overall Evaluation Score – 5.0/5.0
IIA Western Regional (Anaheim) Attendee - June 2017
Danny is a great speaker and the review of the audit process is critical because many times, we might think we are being valuable to our institution, but we have some areas that we may lack. The discussions with the audience were helpful because I got to hear similarities and differences among audit shops because everyone has certain ways that they conduct their processes. As still being fairly new to internal audit, this session really opened my eyes more to the audit process and the ways that we should carry ourselves among our colleagues in the institution.
ACUA Annual Conference (Miami) - 9/2016
4.86/5.00 Rating
“Very Good Presentation”
“Presenter was engaging and practical. The session was quite interactive, providing good feedback”
“Bring him back!”