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Pricing:

$65.00
$75.00
$30.00
$65.00

 Half Day or Full Day Report Writing Seminar

Seminar
5/8/2013 7:30 AM
5/13/2013 5:00 PM
Handlery Hotel and Resort, 950 North Hotel Circle, San Diego |

   HALF/FULL Day Seminar on Report Writing

There is a separate luncheon only meeting.  Select from the Training/Events Tab.
NOTE THE CHANGE IN LOCATION TO THE HANDLERY HOTEL.

The seminar has been expanded to include a full day option.  If you have registered for the half day or half day with lunch and want to switch to a full day (including lunch) use the appropriate Paypal option to pay the additional registration cost.  There are new PayPal options for the full day registration if you haven't previously registered and paid. 

Speaker:   Provided by PEF Associates, Inc., Communication Consultants.

Cynthia Coutsouros, CPA, received her BS in Accounting and Finance from Bucknell University and her MBA from New York University Stern Business School. She has been involved in accounting, auditing, and finance for over ten years. She was an external auditor with Price Waterhouse and held various positions in finance, corporate reporting, and auditing with Pepsi International. In 1997, Ms. Coutsouros joined PEF Associates as a trainer and consultant.

 
Highlights:  MORNING
 
Issue DevelopmentWorkshop Approach
 
Issue Development™ focuses on strategies for helping auditors differentiate between exceptions found during fieldwork, issues, and root causes. If this is not done correctly and completely, the issues you report might not be valid, and reportable issues might not be reported. This results in your client’s business risks remaining outside management’s risk appetite.
 
Issue Development™ also focuses on structure by helping auditors construct well-written issue and root cause statements.
 
Workshop Content
 
 Overview:
 
·     Write issues that describe what the audited entity is or is not doing that creates unacceptable business risk.
 
·     Distinguish between issues, symptoms, and root causes.
 
·     Use a writing style that audit management, senior business management, and auditees can comfortably read and understand.
  
 Topics Covered
 
·   Issue Title 
·   How to Distinguish Between Issues, Symptoms, and Root Causes
  • Symptoms
  • Root Causes
  • Summary of Root Cause Analysis 
 
·   When, Where, and How to Report Root Causes 
·   Other Strategic Matters about Issues 
·   General Writing Tips for  Issue Statements
 
AFTERNOON:  The participants are led through the following concepts in the Afternoon:
  • How to develop convincing risks that support the severity of the issue and how to write risk statements
  • How to determine what type and how much support to provide with an audit comment (focusing on the magnitude and likelihood of the risk’s occurring)
  • How to develop and construct recommendations (action plans)
Workshop Handouts
 

Each participant receives a workbook with explanations, examples, and a self-editing checklist.


Each participant also receives PEF's Audit Report Guide.  This laminated guide provides pointers for self-editing audit comments strategically, allow auditors to measure the value of issues, risks, and recommendations or action plans.

Agenda: 


7:30am – 8:00am – Registration & Breakfast
8:00am – 12:00pm – Half Day Program (Full Day Morning Session)
12:00pm – 1:30pm – Annual Meeting & Lunch Presentation (if registered for ½ Day + Luncheon OR Full Day)
1:30pm – 5:00pm – Full Day Afternoon Session (if registered for Full Day)
 
Half Day Seminar Only Price​ ​Half Day Seminar and Luncheon Pricing Full Day Seminar & Luncheon
Member:              $65
Non-Member:     $75
Student:               $30
 
Member:              $85
Non-Member:     $95
Student:               $40
 

Half & Lunch to Full Day:           $  45
Half to Full:                                    $  65
Member - no prior reg:               $130
Non-Member - no prior reg​:      $140

 

 

     Learning Objectives: Obtain skills and techniques for better internal audit report writing.
     4 CPE hour (half day), 1 CPE (luncheon), 3 CPE (Afternoon) 
    Method:  Group-Live
    Field of Study: Specialized Knowledge and Applications
    Program Level:  Intermediate     
    Prerequisites:  None
    Advanced Preparation:  None
 
 
Please make your reservations by 4:00pm May 3, 2013.  
 
To register and pay in advance, please use the appropriate PayPal link above for the type of seminar (half or full), combined seminar/lunch (half or full) or just the luncheon meeting.  There is also links for converting from the half day to full day.  If you use the PayPal link, there is no need to use the registeration link below.  To register only and pay at the door, please click on the "Registration Only" link below.  Please note that we do not accept credit cards at the door, only cash or checks.
 
REGISTRATION ONLY:
To register for the Half Day event and pay at the door, please click HERE.  
To register for the Full Day event and pay at the door, please click HERE.
 
Refund/Cancellation Policy:  Refund requests must be received by Friday May 3, 2013.   No refunds will be granted afterwards.
Complaint Resolution Policy:  Contact the Hospitality Chairperson, John Teevan 
for refund, complaint or cancellation policies.  

The Institute of Internal Auditors, San Diego Chapter 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 - Sponsor #109486. 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: www.learningmarket.org.