Course Information
Confidently Handling Difficult Conversations with Audit Clients
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
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 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.