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Audit Relationship Management for the Critical Thinker

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Date(s): Mar 06, 2025
Time: 8:00AM - 12:00PM
Registration Fee: $109.00
Cancellation Date: Feb 27, 2025
Location: Online

Course Description

People skills are an auditor’s number one asset and working with different personalities, opinions, backgrounds, and values is a challenge in any environment. Climbing the corporate ladder means each of us must not only master critical thinking skills but must also create and maintain better relationships. This course will cover the details associated with working with different personality types, office politics, using emotional intelligence and mastering your audit critical thinking skills.


Potential CPE Credits: 4.0
Technical Hours: This class meets 4.0 CPE credits of technical training in compliance with Texas Admin. Code Rule 523.102.

Instruction Type: Live
Experience Level: ALL
Category: Auditing

Course Objectives

Upon completion of this course, participants will be able to:

  • Discuss communication strategies to influence and manage colleagues of varying personality types in the office

  • Learn strategies to identify and navigate office politics

  • Understand the components of critical thinking and learn to apply techniques that go beyond linear thinking strategies

  • Discuss strategies to practice self-management, self-awareness, self-regulation, and self-motivation

  • Learn to maximize your emotional intelligence to strengthen your interpersonal relationships

Outline

  • Overview

  • Do’s and Don't’s of Relationship Management

  • People Skills for the Win!

  • People-Centric Skills: Crucial Communications

  • Using Emotional Intelligence

  • Interacting and Influencing Others

  • Relationships: Be Likeable

  • Moving Your Relationship Skills Forward


Prerequisites

Prerequisite not required.


Instructors

Tali Ploetz

Tali Ploetz is an industry recognized expert in governance, risk, internal audit, fraud and compliance. Her personal mission is to provide practical training and advice designed to strengthen team member skillsets and improve corporate internal control environments to ultimately prevent issues/internal control breakdowns.


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