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 Communicate More Effectively With Your Auditee - 3 Things To Know

Chapter Event
4/15/2014 11:00 AM
4/15/2014 1:30 PM
Hyatt Regency San Francisco, 5 Embarcadero Center, San Francisco 94111 | California

You are cordially invited to attend the

SF IIA April 2014 Chapter Meeting and Luncheon

"Communicate More Effectively With Your Auditee - 3 Things To Know"

Generously sponsored by

Logo of Deloitte & Touche  

Date and Location Details:

Tuesday, April 15, 2014

11:00am – 1:30pm (1)

Hyatt Regency San Francisco

5 Embarcadero Center

San Francisco, CA 94111


$35 for members | $45 for non-members $15 for students

Register on-line at

** Advanced registration is recommended, although the SFIIA will do their best to accommodate those who pay at the door.

Earn 2 CPE Credits

Program Level: Overview

Delivery Method: Group-Live

(1) Registration from 11 to 11:30, Lunch from 11:30 to Noon, and Presentation from Noon to 1:30

The SF IIA chapter is pleased to present a "soft skills" luncheon to round out our winter/spring topics. The presentation and discussion will cover improving communications with your auditee, with focus on three key areas:

- Knowing your auditee. How does his or her personality and behavior (and yours too) impact the audit?

- Methods for writing effective findings and management letter comments.

- Steps you can take to improve your final report.

Numerous examples and takeaways will be provided during the discussion, which you can immediately leverage on the job. Please come early (11:15/before lunch) to spend a few minutes completing a worksheet before discussion.

This session will be interactive, insightful, and fun. Don't miss this topic! We'll get back to threatening clouds of risk soon enough.

Learning Objectives Participants will receive an overview of strategies to enhance their written and oral communications, and of techniques to understand auditees and one's own tendencies and disposition. This includes tips for effective communication of audit findings and report writing.


Our topic will be co-presented by Ed Byers and Farhan Zahid.

Ed Byers is a principal in Deloitte's Enterprise Risk Services practice, with nearly 25 years of experience providing Internal Audit and Advisory services to Deloitte's clients. Ed has provided a wide array of services to his clients, including leading outsourcing engagements of all sizes, executing enterprise-wide risk assessments, conducting quality assessment reviews, and a variety of internal audit and compliance program services.

Farhan is a manager in the Healthcare practice at Deloitte. He specializes in providing Advisory and Security services, helping businesses to grow and diversify, while implementing leading practices including strategic initiatives and tactical and operational improvements. Prior to working at Deloitte, Farhan worked as a psychiatric nurse, where the fundamentals of communicating with challenging personalities and building trust were critical to providing successful therapy to the patients. This training session stems from psychiatric training and studies of human interactions, and experience in handling challenging, high-pressure interactions, both as a healthcare provider and as an internal auditor.

The San Francisco 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219 – 2417. Web site:​