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 May 2014 Seminar

5/6/2014 8:00 AM
5/7/2014 4:30 PM
First Citizen's Bank, 4300 Six Forks Road, Raleigh, NC  27609 |  

Project Management and Leadership


Day One:

In this interactive working session, Ann M. Butera, CRP, President of The Whole Person Project, Inc., and organizational development consulting firm, will enable you to gain insights regarding your preferred leadership style.  She will describe time-tested methods to help your audit team perform effectively.

By participating in this session, you will be able to:

  • Explain the benefits and liabilities of four different leadership styles
  • Discuss the importance of "situational" leadership, i.e., varying one's leadership style to suit the circumstances
  • Assess your preferred leadership style
  • Draw conclusions as to whether your preferred leadership style is the most suitable for your specific audit team and audit situations
  • Apply your understanding of leadership to create positive change within your organization
  • Explain the difference between groups and teams
  • Describe the stages of team development and why some groups never become fully functioning high performance teams
  • Overcome the five typical types of blockages teams encounter
  • Delegate effectively
  • Use appropriate approaches to work effectively with different generations at work

Target Audience: This session is intended for auditors who need to manage, motivate, and direct the work efforts of others.


Day Two:

In this interactive working session, Ann M. Butera, CRP, President of The Whole Person Project, Inc., an organizational development consulting firm, will discuss techniques for managing audits efficiently and effectively, handling multiple priorities, using downtime effectively, and delivering results on schedule.  She will also discuss techniques that you can use to plan, organize,  and implement projects that will create process improvements and audit methodology enhancements.

By participating in this sessions, you will be able to:


  • Acquire insights concerning your attitudes on time management practices and find out if your outlook is helping or hurting you as you manage audit projects
  • Manage time and other resources effectively and efficiently throughout an audit
  • Optimize downtime
  • Estimate resource requirements reasonably
  • Execute each stage of audit efficiently and effectively
  • Plan, manage, and implement non-audit projects, e.g., process improvements
  • Handle and adapt to unforeseen incidents during audits
  • Use project management tools to deliver effective and timely results at each stage of the audit or project

Target Audience: This session is intended for auditors who need to achieve useful audit project results on time and within budget.


Earn up to 16 CPE credits

Breakfast and snacks will be provided. Lunch on your own.


Click here to register


Speaker Bio:

Ann M. Butera is a frequent speaker at internal audit conferences and has worked with audit departments of all sizes to provide auditors with the tools and techniques needed to improve risk management practices within their organizations.  Ann is regularly cited in Who's Who and has been honored by Women On The Job with the Business Achievement Award.  She is a member of the IIA, the American Society for Training and Development, the Association of Government Accountants, and the National Association of Corporate Directors.  She served as Audit Committee Chair for a financial services firm.

Ann Butera received her Master of Business Administration in Organizational Development form Adelphi University.  She holds a CRP (Certified Risk Professional) designation from BAI, and is a Summa Cum Laude graduate of Long Island University/C.W. Post College.



May 6, 2014

Member - $150.00

Non-Member - $175.00

May 7, 2014

Member - $150.00

Non-Member - $175.00