Data Analysis and Visual Reporting – Advancing your Audit Analytics Toolkit
Presented by Joe Oringel, Visual Risk IQ
DATE: Thursday, March 6, 2014
TIME: Registration 8:00 AM – 8:30 AM
Class 8:30 AM - 4:30 PM
LOCATION: Quality Inn, Wilsonville, OR
The course will first cover a methodology and approach for data analysis and visual reporting, including “before and after” examples of audit objectives where data analysis and visual reporting have been thoughtfully applied. We will then review the IIA practice advisory guides for data analysis, continuous auditing, and fraud detection, and introduce and provide examples of the QuickStart methodology. QuickStart is a tool-neutral, repeatable approach to brainstorming, acquiring data, writing scripts, and reporting internal audit findings, using a data-driven approach.
The course will continue with QuickStart and Maturity Model exercises, which will have the class working in small groups to complete brainstorming, data acquisition, and analytical exercises for multiple business cycles and processes. Tips and takeaways for each step of the data analysis will be provided, with special emphasis on advancing a company-specific maturity model. Wrap-up will include a bibliography and up-to-date social media links for maintaining technical currency in data analysis and visual reporting.
Joe Oringel is a CPA and CIA with twenty years of experience in internal auditing, fraud detection and forensics. He has over ten years of Big 4 external audit, internal audit, and risk advisory experience, prior to helping found Visual Risk IQ. His corporate experience includes information security, internal auditing, and risk and control of large ERP systems for companies in highly regulated industries, including Pharmaceuticals, Utilities, and Financial Services.
Attendees will receive 8 CPE credits.
Institute of Internal Auditors - Portland Chapter Refund Policy: To limit losses on IIA events, any cancellation notice received less than 10 business days in advance of an event will be charged the full price for the event. It is acceptable to have a substitute attend the event on behalf of the registered person. Refunds requested prior to the 10 day deadline will be refunded, minus the processing fees charged to the IIA by Eventbrite. Cancellation and refunds should be requested of Eventbrite.