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How To Present Audit & Other Improvement Ideas & Influence Management Action

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Date(s): Dec 07, 2020 - Dec 08, 2020
Time: 8:00AM - 12:00PM
Registration Fee: $239.00
Cancellation Date: Nov 30, 2020
Location: Online

Course Description

Auditors and managers surface opportunities for improvement every day. We share these ideas with others, and then wait for action that too often does not happen. So was the problem the value in the idea or the delivery approach?


In this program we’ll dive straight into how to deliver ideas that stick in the listener’s brain, and nudge them towards taking those critical first steps toward improvement.

Potential CPE Credits: 8.0

Instruction Type: Live
Experience Level: BEGINNING
Category: 02 Auditing

Course Objectives

Upon completion of this facilitated case study course, participants will be better able to:

·         Identify the three greatest barriers to pulling business leaders and other humans towards action where it’s needed

·         How to interview, speak and present to improve the probability of management action where it’s needed

·         Discover exactly why the order in which information is presented is critical to paving the way towards corrective action

·         Explore the power of Context Analysis, POV Preparation, Social Proof, Low-Risk Field Testing, and Scripting

·         Recognize the adjustments you need to make to be heard and followed more reliably

·         Explore the core behavior skills of Internal Consulting, and how to apply them in audit and other management settings


In this “how-to” course for government management and audit professionals, we’ll cover:

·         The six behavior & communications skills critical for influence

·         How to interview…Better! during audits, compliance projects and meetings

·         How to speak to influence in audits and management

·         How to present audit findings and other improvement suggestions to increase the likelihood of management action where it’s needed

·         Small group role-play (in group-live classroom delivery mode)

·         Individual brainstorming, current skills assessment and improvement checklist development

·         The ‘Three-E’s’ of every business interview and presentation



None. A working knowledge of auditing, accounting, risk management, and/or internal controls is helpful but not required.



John Hall

John J. Hall, CPA is the founder and President of Hall Consulting, Inc. and the author of The Anti-Fraud Toolkit and the award-winning book “Do What You Can! Simple Steps – Extraordinary Results”


John specializes in skills training programs and conference presentations for CPAs, management groups, government and internal auditors, and professional associations. He also coaches business and audit professionals in how to increase their effectiveness, clarify and meet their business and personal goals, and move their careers forward.


Mr. Hall has 40 years of experience as a consultant, speaker, auditor and business owner. He has worked in senior leadership positions in large corporations and international public accounting firms. He is a member of the National Speakers Association, the American Institute of CPAs, and the Institute of Internal Auditors.

John is a Certified Board Advisor and Managing Director of the Center for Strategic Business Integrity (


Meet John at Email John at

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.

If you are making travel plans to come to Austin, we recommend making "refundable" air and hotel reservations or waiting until 14 days before the class to actually book your reservations. Courses are occasionally canceled or rescheduled due to low enrollment. We determine whether a course has enough participants 16 days prior to the course date. If we cancel or reschedule, we will email the participant and his or her billing contact no later than 14 days before the original class date.

The course coordinator will contact you with parking information. Handicapped parking is free at the meters around the downtown area.

Vending machines with Coca-Cola products and various snack items are available. There is also a refrigerator and microwave in our coffee bar area. Feel free to bring in your own drinks and food if you prefer.

You might want to bring a light sweater or jacket, as room temperatures vary.

To see answers to our Frequently Asked Questions, visit

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