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Audit Team Building

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Date(s): Jul 08, 2026
Time: 8:00AM - 12:00PM
Registration Fee: $129.00
Cancellation Date: Jun 24, 2026
Location: Online

Course Description

Participants will learn best practices on teambuilding, member roles, decision making and problem solving. Additionally, optimized leadership characteristics and conflict management will be discussed.


Potential CPE Credits: 4.0

Instruction Type: Live
Experience Level: ALL
Category: Behavioral Sciences

Course Objectives

Objectives:

• Understand the differences in decision making and problem solving, procedures and methods

• Learn how to distinguish different types of team communication and managing team conflicts

• Learn how to effectively communicate

Outline:

I. Team Member Roles

a. Task Roles

b. Process Roles

c. Dysfunctional Team Member Behaviors

d. Role Versatility

II. Team Communication

a. Communication Process

i. Sender – encodes

ii. Receiver – decodes

b. Task Communication

c. Process Communication

d. Communication Channels

e. Active Listening

f. Giving Feedback

III. Decision Making and Problem Solving

a. Difference between Decision Making and Problem Solving

b. Decision Making Procedures

c. Decision Making Methods

d. Problem Solving Steps

IV. Knowledge Base

a. Open Communications inside the Organization

b. Knowledge is Half the Battle

c. Working with DSR’s/3rd Parties

V. Generational Differences

a. The Varying Generations

b. Hot Buttons

c. How to Treat each Generation


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.


Additional Information

§  TAC Rule 523.142(g) requires the CPE Sponsor to monitor individual attendance and assign the correct number of CPE credits. Participants will be asked to document their time of arrival and departure in compliance with this Rule. Additionally, attendance will be monitored throughout the day and CPE certificates will reflect actual attendance of each participant.

To see answers to our Frequently Asked Questions, visit Texas State Auditor's Office - Professional Development FAQs


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