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Delegating to Deliver Better Audit Results

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Date(s): Jun 12, 2023
Time: 8:00AM - 4:30PM
Registration Fee: $199.00
Cancellation Date: Jun 05, 2023
City: Austin
Local Hotels:
Parking Info:

Parking for SAO, Professional Development courses is in Garage B (1511 San Jacinto Blvd.). The Garage signage may read 1511 San Jacinto or Garage B. The elevator in Garage B is not reliable. If you are unable to walk the stairs, please contact the for alternate parking arrangements. Handicapped parking is free at the meters around the downtown area.

A course coordinator will Email you a parking permit prior to the course start date. A permit must be displayed or you will be ticketed.

Course Description

As an emerging audit leader, trying to do everything will prevent you from excelling in your career. You can’t and shouldn’t do everything. Of course delegating tasks can lighten your workload, but it does so much more than get stuff off your plate.

Effective delegation:

  • Empowers your audit team,

  • Builds trust with others,

  • Helps mentor and develop audit team members and

  • Gets projects completed more efficiently.

Potential CPE Credits: 8.0

Instruction Type: Self Study
Experience Level: ALL
Category: Behavioral Sciences

Course Objectives

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

  • Learn to appreciate the importance of delegating

  • Face your fear of delegation

  • Develop an appropriate strategy to delegate the right task to the right auditor at the right time and in the right way

  • Monitor delegatee's performance

  • Coach and empower others to perform at their peak while completing a delegated task

Why should I delegate when they won't do it right?

-Let's talk about the benefits of delegation

-Let's see what happens if you don't delegate

Why are you afraid to delegate to your staff?

-Overcoming common delegation barriers Updated April 2020

You must have a strategy

- There are several ways to delegate tasks. Find the one that is right for you based on your situation.

Monitoring delegated tasks

-Preventing problems without micromanaging personnel.

Coaching others into a better career

-Approaching coaching systematically to help people grow


No prerequisites required.


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.

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.

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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