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Why Emotional Intelligence and Critical Thinking Skills are Essential for Audit

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Date(s): Jul 19, 2021 - Jul 22, 2021
Time: 8:00AM - 12:00PM
Registration Fee: $289.00
Cancellation Date: Jul 12, 2021
Location: Online

Course Description

High EQ (Emotional Intelligence) individuals are more successful. Critical Thinking improves complex problem-solving skills. Unlike IQ, we can work to improve both!

 

Critical Thinking skills enable auditors to understand complex issues, problem solve and understand different points of view from audit clients and business partners. Emotional Intelligence helps us remove common barriers and effectively communicate to audit clients and colleagues.

 

This course explains the basic concepts for both critical thinking and emotional intelligence, why we need both in audit, and techniques that can be immediately implemented. This activity packed course will leave you with new ideas and techniques to immediately improve your thinking and relationship building skills both personally and professionally.

 

This course utilizes the DiSC Assessment to evaluate participants’ communications styles.


Potential CPE Credits: 16.0

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

Course Objectives

 

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

         Understand what emotional intelligence is and how it helps or hurts us

         Learn strategies to improve emotional intelligence

         Understand the levels of thinking and what constitutes critical thinking

         Discover methods to increase critical thinking and ways to identify when you are not thinking critically

         Examine the ways emotional intelligence and critical thinking improve communication

 

 

Emotional Intelligence

         What is Emotional Intelligence?

         IQ / EQ / Personality

         Four skills of Emotional Intelligence

         Emotional Intelligence Scale

         Emotional Intelligence Strategies

 

Communication Styles

         Types of Communication

         How style type impacts presenting and receiving messages

         Styles, behaviors and preferences

         Identifying behaviors and working with varying behaviors

 

DiSC Assessments

         Styles of Communication

         Receiving Messages from different communication styles

         Delivering Messages to different communication styles

 

Critical Thinking

         What is Critical Thinking

         Critical thinking levels and characteristics

         Biases, fallacies and inferences

         Intellectual thinking traits and standards

 

Barriers to Critical Thinking

         Fallacies

         Inferences

         Biases

         Assumptions

         Egocentric thinking

         Sociocentric thinking (Group Think)

 

Reasoning and Professional Judgment

         The reasoning cycle

         What is professional judgment?

         Applying professional judgment to the audit process

         Professional Judgment Framework

         Developing/strengthening professional judgment

 

Asking Essential Questions

         Analytic questions

         Evaluative questions

         Questioning for self-knowledge

         Questioning systematically

         Socratic questioning

 

Analytical Thinking

         Basic Theory of Analysis

         Getting started

         Analysis and logic

         Taking understanding to a deeper level

         Solving Problems

 

Challenges

         Difficult people and situations

         Conflict situations

         Audit findings

         Thinking on your feet


Prerequisites

Professionals with at least 2 years of experience in order to draw upon their experience.


Instructors

Hal Manasa

CIA, CPA, CFE, CGMA

 

Hal is an independent consultant delivering professional accounting and auditing consultation and development, to create high performing organizations and individuals. Clients include the Institute of Internal Auditors and its members and the University of North Carolina in the United States and abroad. He consults with Internal Audit organizations to improve performance and create value. His consulting services include developing strategic business plans across organizations and facilitating continuing education programs for accountants, leadership and auditors. Mr. Manasa also serves on several Board Audit Committees in the Middle East.

 

Hal was formerly an Associate Professor at Winthrop and Clemson Universities where he taught accounting, auditing, income tax, entrepreneurship, global business and financial planning in the graduate and undergraduate programs.

 

In addition, he has worked as a Senior Audit Manager for PricewaterhouseCoopers in Florida and the Middle East, served as the Chief Financial Officer for the Miami Parking System and Assistant City Manager for the City of Homestead, Florida. Mr. Manasa spent fifteen years working for Saudi Aramco (formerly the Arabian American Oil Company) in Saudi Arabia, where he served as an Internal Audit Division Manager, an internal consultant to: the Chief Financial Officer, Senior Vice President for Exploration and the Vice President for Medical. Hal also serves as a seminar facilitator for the IIA.

 

Hal holds a BA in Accounting from the University of West Florida and an MA in Economics from the University of Oklahoma. He is a licensed CPA in North Carolina, a Certified Internal Auditor, a Certified Fraud Examiner, and a Chartered Global Management Accountant.

 

Hal’s professional involvement include past president of the IIA chapter in Saudi Arabia, the chair of the research committee of the Charlotte IIA Chapter, Treasurer of the Aramco Employees Association, member of the Rotary Club in Florida, North Carolina and South Carolina, and school board member at St. Joseph Catholic School in Anderson, SC and The Aramco School system in Dhahran, Saudi Arabia. He serves on the volunteer Taxpayer Advocacy Panel (TAP) providing a taxpayer perspective to the IRS and is an arbitrator for FINRA (the Financial Industry Regulatory Authority).


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 http://www.sao.texas.gov/training/faq.html.


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