Skip to main content

Interpersonal Skills for Auditors

Back to Course Schedule
Date(s): Jun 22, 2022
Time: 8:00AM - 4:30PM
Registration Fee: $129.00
Cancellation Date: Jun 15, 2022
Location: Online

Course Description

How we interact with others is essential to having healthy relationships with audit clients. Having good 'people skills' is a cornerstone of business success. People work harder and better for those who communicate well with them.

Unfortunately, being an effective communicator is not a skill that we are all born with. But, it can be developed. The ability to be able to 'fit in' with a team is often just as important as a person's ability to do the job. Being able to 'relate' to audit clients helps improve the effectiveness of internal audit projects.

Therefore, it is in every auditors best interest to develop interpersonal skills.

Potential CPE Credits: 8.0

Instruction Type: Live
Experience Level: ALL
Category: Communications

Course Objectives

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

  • Understand and describe how their individual communication style affects the people around them.

  • Determine how to adapt their behavior to various situations.

  • Create a positive work environment through improved awareness of personality styles.

  • Improve their self-awareness when communicating with colleagues and clients.

  • Build better rapport with audit clients.

  • Persuade and influence others with a focused communication approach.

Detailed Course Outline

Introduction - Participant activity to better understand personalities and get to know each other better.

Communication Concepts

Attitude is Everything - Learning how our attitude affects our behavior and the impact this has on people around us.

Transactional Analysis - Exploring the theory of Transactional Analysis and how it impacts communications.

It's All About the Ego - A full review of egos, how they work and methods to identify verbal and non-verbal clues of the different ego types. Participants will also take a questionnaire to assess their current preferred ego state.

Language Patterns - Identifying how certain words can generate a negative or positive response and how we can adapt our language to generate a more positive response.

Rapport Building Techniques

Kipling Questions - Communicating with clarity to help the other person filter information and get to the specifics

Essential Influencing Skills - The key elements that will help us influence others through communication and how to apply them.

The Principles of Persuasion

Action Plans to Takeaway


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.

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

Back to Course Schedule