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 Communicating Audit Results, December 3, 2013

12/3/2013 8:00 AM
12/3/2013 5:00 PM
VSP Building HQ-2 3188 Zinfindel Drive |
Tuesday, December 3, 2013, 8:00 am - 5:00 pm.


Seminar Overview
This 8-hour seminar offers a great opportunity to improve your skills in one of the most important aspects of your work -- conveying audit results to your clients.  The program can help you in all aspects of audit communications, including how to write persuasive, unambiguous, and concise audit documents and how to make effective, focused oral presentations.
 Advance Preparation:
 Learning Level:
 Basic, Intermediate
 Field of Study:
 Delivery Method:
 Eight (8) Hours

  Learning Objectives

The seminar addresses many important aspects of audit communications, such as:


  • Knowing and applying professional standards and best practices
  • Organizing and presenting results logically
  • Writing concisely
  • Recognizing and eliminating ambiguity
  • Avoiding common mistakes in grammar
  • Applying powerful and reliable self-editing techniques
The seminar includes practical exercises as well as suggestions for achieving lasting, long-term improvement.

Location:  HQ-2 Building, 3188 Zinfandel Drive, Rancho Cordova, CA 95670

Directions:  For directions Click Here
Price:  Members (IIA, AGA, ISACA) $195 | Non-Members $245
Merek Lipson, CIA 
Merek Lipson is a retired chief audit executive, an attorney, and an experienced instructor in the area of audit communications.   Mr. Lipson worked for Pacific Gas and Electric Company from 1975 to 2006, serving in a variety of legal and management jobs.  He was the company’s chief audit executive for over 12 years, reporting to the audit committee of the board of directors and leading a staff of 40 auditors in evaluating internal controls for functions such as financial systems and disclosures, information technology systems, contracts, risk management policies and procedures, and energy trading.  He also supervised investigations of potential frauds and conflicts of interest.  After retiring from PG&E, Mr. Lipson also worked for two years as a director of internal auditing for Kaiser Permanente, America’s largest non-profit health maintenance organization.  Mr. Lipson is a Certified Internal Auditor and has a long history of volunteer service with The Institute of Internal Auditors.  Since 2008, he has been a member of the Editorial Board for the Institute’s award-winning Internal Auditor magazine, evaluating articles for publication in that professional journal.  He served on the IIA’s Publications Advisory Committee from 2008 to 2011; he also is a former president of the IIA San Francisco Chapter.  Based on his experience as a chief audit executive, Mr. Lipson created a one-day seminar to help internal auditors communicate the results of their work more effectively.  He continues to update this seminar and has presented it to IIA chapters in California, Kentucky, New Mexico, Nevada, Texas, and Washington DC.  He also has taught it twice internationally for the members of the IIA Finland Chapter.   
Mr. Lipson earned his B.A. from Columbia University in New York, an M.A. in education (teaching English to speakers of other languages) from Saint Mary’s College in Moraga, and a J.D. from Hastings College of the Law in San Francisco.  He’s been a member of the California State Bar since 1976.
The Sacramento Chapter of the Institute of Internal Auditors is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Refund Policy
NO REFUNDS WILL BE GRANTED FOR CANCELLATION.  However, cancellations received within 48 hours will receive a credit to attend a future seminar within one year.
Complaint Resolution Policy
The Sacramento Chapter of the Institute of Internal Auditors makes every effort to offer timely, well-delivered, and relevant training programs. Please contact Dave Holbrook, VP Seminars at to register complaints related to the timeliness/accuracy of CPE credit reporting, program delivery, or program content.
Registration Instructions
Attendees are required to Pre-Pay by credit card, debit card, a PayPal account or by check.  No cash will be accepted at the door.  Registration for this event ends on Sunday, December 1, 2013.
Payment Options
·         PayPal - Select the PayPal box if you are paying by Credit Card, Debit Card or PayPal account.
·         Check - Select the Check box if you are paying by check. Make your check payable to: Institute of Internal Auditors, Sacramento Chapter and send the check to the following address:
The Golden 1 Credit Union
c/o Internal Audit Department - IIA
Post Office Box 278598
Sacramento, CA 95827- 8598
·         Purchase Order - Select the Purchase Order box if your company or government agency requires an invoice.  Then email us your company name, mailing address, phone number and contact person to We will then invoice them prior to the event.