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Confidently Handling Difficult Conversations with Audit Clients

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Date(s): Apr 22, 2027
Time: 8:00AM - 12:00PM
Registration Fee: $99.00
Cancellation Date: N/A
Location: Online

Course Description

From having to tell clients about a fraud, to hearing them disagree about an issue, to apologizing because we were wrong; as auditors, we often find ourselves in unpleasant conversations.

But it is not always the client's fault.

Knowing how to handle difficult conversations such as:

  • Giving feedback on processes and controls

  • Delivering bad news when are broken

  • Apologizing when we make mistakes is critical in developing and maintaining relationships with audit clients.

In this session, we’ll discuss how to

  • Control the flow of a potentially difficult conversation

  • Analyze behaviors to better understand why we react the way we do

  • Appreciate the power of emotions and use them to your advantage

  • Prepare for and deliver bad news using a systematic technique

  • Apologize to show your sincerity


Potential CPE Credits: 4.0

Instruction Type: Live
Experience Level: ALL
Category: Auditing

Course Objectives

Objectives

  • Discover the power of emotions in conversations

  • Identify strategies that help with difficult conversations

  • Explore how to deliver bad news to audit clients

  • Recognize when to apologize and how to do it

  • Develop a process to have difficult conversations

Outline

How to handle conversations

  • The importance of understanding other people's needs

  • Gaining and showing respect

  • Go for win/win

  • Get a good strategy

The power of emotions

  • Analyze your behavior as well as those of others and better understand what makes people take a particular action

Understanding emotions

  • Improving self awareness and negative self talk

  • 6 steps to change the way you feel

Delivering bad news

  • Handling conversations when you know the other person may become very emotional

  • 7-Step technique to deliver bad news

  • The types of responses you can anticipate

Apologizing when necessary

  • The benefits of apologizing

  • The risks in not apologizing

  • 6-steps technique to apologize like you mean it


Prerequisites

None


Instructors

Robert Berry

Robert Berry is an international speaker/presenter/trainer focusing on risk management, internal auditing and soft skills. He is a frequent and highly rated speaker / trainer at many industry conferences.

Robert is also a writer / author. He has penned more than 100 articles on risk, audit and compliance on his company’s blog and for multiple industry publications.

His company, That Audit Guy LLC, focuses on training individuals in person, live virtually and through on demand courses. Robert has several private clients and also delivers training directly to consumers.

He has written two books directly related to internal auditing. Ask, Get, Perform: The Auditors Essential Guide to Asking Better Questions, Getting Better Answers, and Performing Better Audits broke the top 50 on Amazon in the US and hit #1 in France. His other book, Creating Wonderful Workpapers: The Auditor's Essential Guide to Delivering Good Documentation, is highly recommended on Amazon.

Robert is a Certified Public Accountant, Certified Internal Auditor, Certified Information Systems Auditor, Six Sigma Greenbelt and a Certified Virtual Presenter.


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