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 Luncheon Meeting - Writing Executive Summaries - Officer Installation

Speaker Presentation
5/8/2013 11:30 AM
5/8/2013 1:30 PM
Handlery Hotel and Resort, 950 North Hotel Circle, San Diego |


Note location has returned to the Handlery Hotel in Mission Valley.

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.  
Executive Summary Strategies™ covers strategies for providing a conclusion (or opinion) based on the audit results. It focuses on developing a bottom-line message for busy senior executives. Using the “elevator pitch,” we discuss when and how to present positive information, negative information, or both. Participants receive worksheets that will help them determine how to focus the executive message: Can executives tolerate the risks being taken by the audited entity? What do executives need to know? What might they want to know? Do they need to be informed? To react? To act 
To what extent is management aware of its risks and the controls required to manage those risks?
How proactive is management at recognizing control breakdowns and taking action?
How proactive is management at recognizing and addressing new risks?


   Learning Objectives: Obtain skills and techniques for better internal audit report writing.
   1 CPE hour
    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.  After that date/time the regular price will not be available and late reservation price will take affect.  Please select the appropriate option from the Add to Cart link below.
To register and pay in advance, please use the PayPal link below.  If you use the PayPal link, there is no need to use the registration only 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 this 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: