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On-Site Training

IIA Canada now offers on-site training to  employers who wish to provide IIA courses within their audit shops. All IIA courses can be offered at a Canadian dollar price that makes this a viable option. We source Canadian IIA-trained facilitators who are experienced with the course content and the sector. Many of the IIA courses have been updated for Canadian content, including relevant case studies.

Courses can also be modified specifically for your requirements, for an additional fee.

Should you wish to access on-site training, please send your request to sales@theiia.org.

 

 Conferences

 
4/2/2019 - 4/4/2019

Why CCITAGS? 

Gain valuable, practical insights into critical challenges audit and technology professionals face both today and tomorrow. Interact with leading knowledge experts and peers from across North America in areas like AI, Internet of Things, Cyber Security, Data Governance, Agile Auditing and more!
 
   • Gain insight in to today’s critical audit and technology challenges and tomorrow’s trends;
   • Network with peers from across Canada;
   • Select from over 21 concurrent sessions on state of the art practices for leading audit and technology professionals; and Earn CPE/CPD                 credits.
 

Who Needs to Attend? 

CCITAGS attendees are audit, control and security professionals from public practice, from industry, many from financial institutions and from different levels of government.

 

 Upcoming Events

 
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 Events

 
4/2/2019 - 4/3/2019

Location:  Southern Alberta Institute of Technology, Calgary, Alberta
 
Pricing:   Member: $1,045.00  / Non Member: $1,100.00
 
Internal auditing is a profession that is always evolving, especially in the area of risk-based audit approaches. Successful audit leaders know that it is imperative to guide their organizations’ risk-based auditing, while improving their current internal audit processes.

This course provides the fundamental knowledge needed to become effective in performing risk-based internal audits. Foundational concepts such as the nature of risk, risk sources and categories, risk appetite and tolerances, and risk frameworks are provided to help you understand the application to the audit engagement.

During this course, you will participate in interactive activities and real-life scenarios. Be prepared to walk away with best practices and key takeaways you can apply to your organization and its internal audit function. In addition, you will learn the value this approach brings to your organization.

This course is designed for internal auditor practitioners who want to learn the principles and concepts of risk and risk management, as well the tools and techniques used to perform a risk-based audit.

Fundamentals – Pathways to Success

Fundamentals of Risk-based Auditing is the second in a sequence of recommended courses for new internal auditors. 

Following this course, consider taking any of these recommended Risk-based courses: 

  • Fundamentals of IT Auditing
  • Advanced Risk-based Auditing

To download or view the full course outline please CLICK HERE or copy and paste the below link:

https://na.theiia.org/training/courses/CourseOutlines/Fundamentals-of-Risk-based-Auditing.pdf

 

Course Duration:               2 Days

CPE Hours Available:       16 hours

Knowledge Level:              Basic

Field of Study:                    Auditing

Prerequisites:                     None

Advance Preparation:       None

Delivery Method:                Group Live

 
 

4/9/2019 - 4/11/2019

Location:   Global Knowledge, 595 Bay St., Suite 302, Toronto, Ontario

Pricing:      Member: $2,303.00 / Non Member $2,943.00
 
Designing and implementing an effective system of internal control can be challenging, and adapting to rapidly changing business models, new technologies, or globalization requires that system to be agile. An internal control system requires the use of judgment to monitor and assess its effectiveness, and it must provide insight on the application of controls.

The new Certificate, through a blend of self-paced learning and live classroom training, offers you a unique opportunity to develop an expertise in designing, implementing, and conducting an internal control system. This 25.5-credit program takes you through the Framework from start to finish and, through the use of real-world scenarios, allows you to:

  • Understand the principles-based approach.
  • Identify and analyze risks.
  • Develop confidence in the internal control system.
  • Learn from experts and share your experiences with your peers.

Upon completion of the self-study course and the in-person training, you’ll be eligible to sit for the exam and earn your certificate.

Course Schedule

Day 1: 8:30 a.m.–4:30 p.m.

Day 2: 8:30 a.m.–4:30 p.m.

Day 3: 8:30 a.m.–1:30 p.m.

Additional Information

Note: Two pre-work self-study courses are required to be completed prior to the start of the in-person training. Access to the pre-work is provided 7–10 business days before the start of the in-person training.

The goal of the online learning component is to provide an introduction to key concepts of the Framework and to allow you to begin thinking about the Framework in the context of your own entity. It covers a variety of topics including types of objectives, components of internal control, principles and points of focus, roles and responsibilities, and limitations of internal control. Examples are provided throughout the learning to illustrate the concepts presented.

To download or view the full course outline please CLICK HERE or copy and paste the link below:  

https://chapters.theiia.org/IIA%20Canada/Events/Documents/COSO-Internal-Control-Certificate-Course-Outline.pdf

Course Duration:               2.5 Days

CPE Hours Available:       25.5 hours

Knowledge Level:              Intermediate

Field of Study:                     Auditing 

Prerequisites:                     Basic understanding of COSO IC-IF

Advance Preparation: Participants will complete an interactive self-study element as part of this course, which will be completed online prior to attending the facilitated session.

Delivery Method:                Group Live

 


4/10/2019 - 4/17/2019

Location:  EY Offices, 900 boulevard de Maisonneuve Ouest, Bureau 2300  Montreal, Quebec

Pricing:   Member: $1,045.00 / Non Member $1,100.00

Course Dates: 

Wednesday, April 10: 8:30 a.m.–4:30 p.m.

Wednesday, April 17: 8:30 a.m.–4:30 p.m.

Course Description:

Creating a strong ethical climate is essential for organizations today. Participants in this course will learn best practices and current trends related to supporting an ethical culture and achieving compliance. Through facilitator presentations, practical exercises, group discussions, and case studies, auditors will learn how to assess and evaluate ethics programs and determine the key players and elements necessary to work toward a strong ethical climate.

  • Ethics and Compliance Defined
  • Ethics Framework
  • Ethical Culture
  • Internal & External Influences
  • Red Flags and Ethics Investigation Protocol
  • Audit Procedures

Course Duration:              2 Days

 
CPE Hours Available:       16 hours

Knowledge Level:             Basic


Field of Study:                  Behavioral Ethics

Prerequisites:                   None

Advance Preparation:       None

Delivery Method:              Group Live

These CPE credits can be used towards your Ethics credit requirement.

4/23/2019

Location: MNP offices, 1021 W Hastings St #2200 , Vancouver, BC

Pricing: Member $500.00 / Non Member $550.00

The need to manage risks is increasingly recognized as essential to effective corporate governance and to maintaining an effective system of internal control. Internal audit plays a key role in providing assurance that risks to the organization are properly managed. Risk-based auditing links internal audit to an organization’s overall risk management framework.

NOTE: This course is designed to be 2 days in duration. This is a modified version of the course. The following lessons will be covered;
 
  • Risk Management Principles & Concepts
  • Assessing Governance
  • Risk Related to Strategic Objectives
  • Assessing the Risk Management Process
 
You will receive the course materials for the full two day course as reference.

This course is designed for senior internal audit practitioners and audit managers who want to build on their knowledge and increase their value to the organization by developing effective risk-based audit plans that address emerging risks.

Risk – Pathways to Success 

Advanced Risk Based Auditing is the second in a sequence of recommended risk courses for internal auditors.

Following this course, consider taking this recommended risk course:

To download or view the full course outline please CLICK HERE or copy and paste the link below:
https://na.theiia.org/training/courses/CourseOutlines/Advanced-Risk-based-Auditing.pdf

 
Course Duration:               1 day

CPE Hours Available:         8 hours

Knowledge Level:               Intermediate

Field of Study:                    Auditing

Prerequisites:                    Participants should be senior internal audit practitioners or internal audit managers. Completion of the Fundamentals of Risk-based Auditing course is recommended.

Advance Preparation:        None

Delivery Method:                Group Live

4/24/2019 - 4/25/2019
Location:  Union Club, 805 Gordon Street, Victoria, British Columbia
 
Pricing:   Member: $1,045.00  / Non Member: $1,100.00
 
In The IIA’s Global Internal Audit Competency Framework, critical thinking is one of the key required personal skills identified — and most organizations consider it an indispensable skill for their internal auditors. Critical thinking leads to improved decision-making and can result in better organizational performance. In this course, we will examine the various facets and components of this important core competency.

Effective critical thinking involves collecting and analyzing information, drawing compelling conclusions, and providing recommendations. It helps not only drive personal success but also better enables companies to achieve their strategic objectives. Critical thinking is often the central ingredient necessary for providing insights that help management better manage risk and create a sustainable control environment.

This course demonstrates how critical thinking can be weaved throughout key elements of the audit process such as risk assessments, interviewing, testing and analysis, process documentation, and reporting. Critical thinking is disciplined thinking that is clear, rational, open-minded, and informed by evidence, which makes it ideally suited for application in an audit setting. The critical thinking concepts and practices presented are designed to enhance audit effectiveness and deliver measurable value to audit customers that win internal audit a seat at the table for key business decisions.

This course is designed for:

  • Chief audit executives who would like to incorporate critical thinking into the internal audit strategy and methodology of the department, in addition to the recruiting, training, and evaluation of audit staff.
  • Audit managers interested in learning how to integrate critical thinking throughout the stages of the audit cycle — from risk assessments to reporting.
  • Lead auditors who want to employ critical thinking skills in conversations with management and in the development of audit observations.
  • Senior and staff auditors seeking an opportunity to enhance their audit interviewing techniques and the quality of their workpapers.


To download or view the full course outline please CLICK HERE or copy and paste the link below:
 

Course Duration:               2 Days

CPE Hours Available:       16 hours

Knowledge Level:              Intermediate

Field of Study:                     Auditing

Prerequisites:                     Participants should have 3-5 years' experience in internal audit

Advance Preparation:       None

Delivery Method:                Group Live


 

4/24/2019
Location:  e-Seminar with facilitator

Pricing:      Member: $500.00 / Non Member $550.00

Are you new to internal audit? Then this course has been designed for you. Created specifically to provide an introduction to internal audit in Canada, this seminar provides background and context on the role of internal audit, key influences on the practice, and foundational concepts. The IPPF (International Professional Practices Framework) is referenced through out this course. 

 Learning objectives include; 

  • Internal Audit & Influential Bodies
  • Professional Practices & Frameworks (the updated 2017 IPPF framework included)
  • Laws & Regulations
  • Objectives, Risk & Internal Control

This e-Seminar is very interactive so you should have a secure internet connection and telephone connection. Multiple participants from the same company should register and log-on separately in order to participate fully in discussions, breakout sessions, chats and whiteboarding.

Delivered by an insightful and experienced Canadian Internal Audit professional, this course provides you with the tools needed to progress in your position as an internal auditor.

To  download or view the full course outline please CLICK HERE or copy and paste the link below.
 
Course Duration:              0.5 Days

CPE Hours Available:       4 hours 

Knowledge Level:             Basic

Field of Study:                  Auditing

Prerequisites:                   None

Delivery Method:              Group Live

Advance Preparation:      None


5/7/2019 - 5/10/2019

Location:   Global Knowledge, 595 Bay St. Suite 302, Toronto, Ontario

Pricing: 
Member:  Until April 7, 2019:  Member: $1,875.00 / Non Member: $2,080.00
Member:  After April 7, 2019: Member: $1,975.00 / Non Member: $2,180.00 
 
Successful auditors are effective communicators, clearly conveying thoughts, ideas, and suggestions during meetings, presentations, interviews, and negotiations with audit customers and executives. As you move through your career, it’s important to develop your own communication style, learn how to respond to the styles of others, get your message across clearly, maintain poise, and project your own professionalism.

During this course, auditors at all levels will learn the best practices for presentations, interviewing, negotiations, and practice techniques for mastering public speaking.

Through facilitator presentations, group discussions, case studies, practical exercises, and individual coaching and feedback, participants will learn to see themselves as others see them, in terms of style and the impressions they create, and increase their ability to reach negotiated agreements in a wide range of audit situations.

Course Objectives

  • Articulate how best practices in communication strengthen business results.
  • Identify the four ways breakdowns in communication can occur.
  • Develop an understanding of your own communication style.
  • Learn to identify the communication styles of others.
  • Develop a process to respond to the communication styles of others.
  • Identify tools and best practices to communicate clearly.
  • Learn best practices to manage the fear of public speaking.
  • Maintain poise and professionalism.
  • Identify the three stages of the interview process to obtain needed information.
  • Identify strategies to negotiate agreement.
  • Understand the dynamics of building a team and strengthening client relationships.
  • Develop the four dimensions of versatility to influence others.

 

To view or download the full course outline please CLICK HERE or copy and paste the below link: 
 

Course Duration:          4 days

CPE Hours Available:   32 hours

Knowledge Level:         Basic

Field of Study:              Communications and Marketing

Prerequisites:               None

Advance Preparation:  None 

Delivery Format:          Group Live 


5/13/2019 - 5/14/2019
Location:   Halifax Marriott Harbourfront Hotel, Halifax, NS

Pricing:      Member: $1,045.00 / Non Member $1,100.00

An internal audit activity demonstrates its commitment to quality by meeting the expectations of its stakeholders while continuing to improve the effectiveness and efficiency of its operations. A successful quality assurance and improvement program (QAIP) is crucial to achieving this goal.

Building an effective QAIP is similar to establishing a total quality management program, where products and services are analyzed to verify they meet stakeholder expectations, operations are evaluated to determine their efficiency and effectiveness, and practices are assessed to confirm their conformance to standards. Once the QAIP has been established, sustaining it requires leaders who are responsible for setting the proper tone in support of quality.

This course will help you learn how to build and maintain an effective QAIP, leading to a successful external quality assessment.

Course Objectives
  • Identify the Standards related to building a sustainable quality program.
  • Identify the Core Principles and associated Standards related to building a sustainable quality program.
  • Identify opportunities to improve the quality and value of internal audit services.
  • Demonstrate the ability to build the two key components of an effective QAIP: ongoing and periodic assessments.
  • Demonstrate the ability to develop a QAIP that exemplifies quality and continuous improvement.
To download or view the full course outline please CLICK HERE or copy and paste the link below:
 
The course facilitator is Archie Thomas.

Archie is a Consulting Internal Auditor in governance, risk, control, quality and training. He has worked in fifteen countries in mining, energy, utilities, retail, education, healthcare and government. He is on the Advisory Council of ClearView Strategic Partners Inc, on the faculty of The Directors College and an IIA Distinguished Faculty Member. He was editor and contributing writer on the Internal Audit Foundation’s Essentials, World Class Tools for Building an Internal Audit Activity. 

A qualified Internal Audit Quality Assessor/Validator, Archie has led thirty-five Quality Assessments of Internal Audit activities in a variety of industries. In his work with the Global IIA, he has contributed to revision of the Standards, Implementation Guides, and Supplemental Guidance related to quality, as well as the Quality Assessment Manual.

Previously a CAE for a multi-national mining and metals distribution company, he led the transformation of a traditional internal audit department into a respected contributor to company performance.

Archie is a director of IIA Canada and a member of the Global IIA’s Professional Responsibility and Ethics Committee. He is a past director of the Global IIA, former chair of its Audit, International Relations and Quality Committees and has served on the Professional Issues Committee. He is a recipient of the Global IIA's Victor Z Brink Award for Distinguished Service, the IIA Canada Lifetime Achievement Award and is an IIA Toronto Chapter lifetime Honourary Member. 

 
Course Duration:                     2 days

CPE Hours Available:            16 hours

Knowledge Level:                  Intermediate

Field of Study:                         Auditing

Prerequisites:                         Participants should have 3-5 years' experience in internal audit.

Advance Preparation:             None

Delivery Format:                     Group Live

6/11/2019 - 6/12/2019

Location:   Global Knowledge, 595 Bay St., Suite 302, Toronto, Ontario

Pricing:      Member: $1,045.00 / Non Member $1,100.00

Persuasive communication is an essential skill for auditors at all levels, and high-quality audit reports are a key communication tool. By participating in this course, auditors in all sectors and at all levels will learn what goes into an effective audit observation and how to organize reports that meet professional standards, elicit management action, and communicate crucial messages to executives and board-level readers. By honing these skills, they can distinguish themselves in their current positions and prepare themselves for advancement.

This is a hands-on course that focuses on the organization and structure of audit reports, and includes case study activities for practicing the basics of audit report writing.

Course Objectives

  • Recognize the importance of thinking before writing.
  • Understand the needs of readers and writers.
  • Understand the five components of the audit report.
  • Recognize the importance of identifying cause and impact of audit observations.
  • Identify advantages and disadvantages of three report formats.
  • Apply one of the audit report formats.
  • Identify how to improve writing quality.
  • Identify how to develop reports that are accurate, objective, clear, concise, constructive, complete, and timely.

To download or view the full course outline please CLICK HERE or copy and paste the link below. 

Course Duration:               2 days

CPE Hours Available:       16 hours

Knowledge Level:              Basic

Field of Study:                   Communications and Marketing

Prerequisites:                     None

Advance Preparation:       None

Delivery Format:                Group Live 


10/2/2019 - 10/3/2019

Location:  Global Knowledge, 595 Bay St., Suite 302, Toronto, Ontario

Pricing:
Early Registration:
Until September 9, 2019 - Member: $1,174.00 / Non Member $1,430.00

Regular Registration:
After September 9, 2019 - Member: $1,274.00 / Non Member $1,530.00
 
This live instructor-led Part 3 CIA exam preparation course is designed to give candidates a comprehensive review of the topics covered on the Part 3 CIA exam. The course will provide in-depth analysis, reinforce CIA knowledge, clarify topics, and build exam-day confidence.

The training course is appropriate for CIA candidates, internal auditors seeking professional development, and students in accounting, business, or financial degree programs.

During this course, participants will be able to:

Learn and discuss Part 3 CIA topics with subject matter experts and peers.

  • Obtain study tips to help candidates stay on track to complete their CIA exam within their specific time-frame.
  • Work through practice exam questions.

Registration for this course includes Part 3 of The IIA’s CIA Learning System® (Version 6.0) self-study materials including printed book, e-book, access to online study tools for one year, and a Student Activity book.

Please be advised that we cannot guarantee timely delivery of the materials if registration occurs within one week or less from the start of the course. Your materials will ship to the address marked primary on your profile.

Learn more about the IIA’s CIA Learning System use the link below

https://www.learncia.com/

To download or view the full course outline please CLICK HERE or copy and paste the link below:

https://www.eiseverywhere.com/docs/4562/CIA3 

 

Course Duration:               2 days

CPE Hours Available:       16 hours

Knowledge Level:              Intermediate

Field of Study:                    Auditing

Prerequisites:                     Two years of internal audit experience or equivalent, Tools and Techniques I: New Internal Auditor

Advance Preparation:        None

Delivery Format:                Group Live

 

10/22/2019 - 10/23/2019

LocationSouthern Alberta Institute of Technology, Calgary, Alberta

Pricing:    Member $ 1,045.00  / Non Member $1,100.00

Management focusing on initiatives and issues that impact upon the operating models of business activities and processes, such as environmental stewardship, operational excellence, supply chain optimization, offshoring, talent mobility, innovation, and cloud computing to name a few. Given these dynamics, internal audit is in a unique position to influence value enhancement efforts. This is achievable through Operational Auditing.

Participants will get to explore current and emerging business trends and issues across industry sectors. They will also discover that operational auditing plays an important role in today’s business environment well beyond the realm of money, compliance, and traditional internal controls, and into the realm of a trusted business partner influencing management’s pursuit of operational excellence.

They will also learn how to employ various methods, tools, and skills to collect and analyze operational information and data, identify causes of operational issues and risk exposures, and develop solutions to enhance the operational performance of business activities, processes, and/or resources deployed across the organization.

This highly interactive and dynamic program engages participants through group sharing, focused activities, and case study based simulations.

This course is most appropriate for:

Chief audit executives, audit directors, audit managers, audit team leads, with 2+ year’s practical auditing experience, and who are looking to integrate operational auditing into their service offering or enhance the value of operational auditing services provided to the organization.

Business managers responsible for ensuring effective use and management of corporate resources, who want to evaluate and improve the operational performance of business activities, processes, and / or resources deployed.

 

Course Objectives

  • Identify how the changing business environment has influenced past trends in operational auditing.
  • Examine key skill sets and knowledge essentials associated with a trusted advisor.
  • Review key aspects of the project planning process that promote the successful outcome of operational audit engagements.
  • Describe operations objectives and the drivers of associated risks, measures of risk events, design of operations-focused controls, and criteria to evaluate operational performance.
  • Discuss the application of business process improvement methods and tools during an operational audit.
  • Define the different types of benchmarking and measurement criteria.
  • Explain how benchmarking methodology can be used during an operational audit.
  • Discuss different reporting approaches and persuasive strategies to attain management’s buy-in to results and solutions.

To download or view the full course outline please CLICK HERE or copy and paste the below link:  

 

Course Duration:               2 Days

CPE Hours Available:       16 hours

Knowledge Level:              Intermediate

Field of Study:                    Auditing

Prerequisites: Completion of Tools & Techniques I: New Internal Auditor courseFundamentals of Internal Auditing course, or basic internal audit knowledge.

Advance Preparation:       None

Delivery Format:                Group Live


11/12/2019 - 11/15/2019
Location: Global Knowledge, 360 Albert St., Suite 720, Constitution Square Tower 1, Ottawa, Ontario

Pricing: Member $1,975.00 / Non Member $2,190.00

Learn the basics of auditing at the new internal auditor level. This course provides an overview of the life cycle of an audit from a new internal auditor’s perspective while examining the internal control environment and audit governance.

During this course, you will participate in interactive activities and real-life scenarios. Be prepared to walk away with best practices and key takeaways you can apply to your organization and its internal audit function.

This course is designed for internal auditors with 1–3 years’ experience who want to learn the concepts, tools, and techniques to enhance their effectiveness and grow within the profession.

Course Objectives
  • Identify the core elements of the International Professional Practices Framework (IPPF).
  • Describe the components of the audit model.
  • Identify the components of the COSO Internal Control Framework.
  • Identify the requirements of annual audit planning.
  • Compare the roles and responsibilities for governance including that of internal auditors.
  • Identify the components of interviews and how interviewing is used within an audit.
  • Describe best practices for conducting and documenting interviews.
  • Identify the common forms used during process documentation.
  • Identify risks and key controls during the risk assessment process.
  • Apply the methods for obtaining and presenting audit evidence.
  • Identify the best practices for selling audit results to stakeholders.
  • Demonstrate the steps necessary to wrap up the audit after the report is issued.
  • Conduct the follow-up and validation of resolutions to audit recommendations.
  • Recognize the formal quality assurance standards that the internal audit function is required to follow.
  • NOTE: Participants should have a basic knowledge of the auditing process, although it is not required.

To download or view the full course outline please CLICK HERE or copy and paste the link below.

Course Duration:         4 days

CPEs Available:            2 hours

Knowledge Level:        Basic

Field of Study:              Auditing

Prerequisites:               None

Advance Preparation: None

Delivery Method:          Group Live