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Auditing for Impact: Incentivizing Functional and Organizational Efficiency and Effectiveness

Date(s): Mar 22, 2023 - Mar 23, 2023
Time: 8:00AM - 4:30PM
Registration Fee: $399.00
Cancellation Date: Mar 15, 2023
Location: JOHN M. KEEL LEARNING CENTER
City: Austin
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 professionaldevelopment@sao.texas.gov 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

The course will equip auditors with both the understanding and capacity to incentivize functional or departmental and organizational or entity efficiency and effectiveness. The course includes several subtopics like contracting/procurement, program auditing, audit documentation, impact leadership, RCAM (root cause analysis method), and financially sound and sustainable ESG/investment auditing. The course will translate theoretical agile project management skills into practice with turnkey audit-specific methods and techniques that will help audit teams bust siloes/demonstrably work more efficiently and effectively in culture, mindsets, and processes within functions and organizations. The tools and techniques shared can be immediately implemented in every audit process. Real-life examples of failures and successes (lessons learned and case studies) will be covered to highlight the learning process. The course is interactive with multiple hands-on exercises and class participation to provide opportunities for participants to practice what they learn.


Potential CPE Credits: 16.0
Govt Hours: This class meets 16.0 hours of the 24-hour requirement for governmental CPE under Government Auditing Standards (yellow book), in most cases.
Technical Hours: This class meets 16.0 CPE credits of technical training in compliance with Texas Admin. Code Rule 523.102.

Instruction Type: Live
Experience Level: ALL
Category: Auditing

Course Objectives

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

• Learn and apply the base concepts and fundamentals of agile project management methodologies from a multitude of sources (theoretical and notable/award-winning practitioners),

• Learn and apply agile project management methodologies to the audit process,

• Learn the basic concepts, tools, and techniques used in agile project management,

• Learn and apply diversity, equity, and inclusion to the audit process implementing agile project management culture, methodologies, tools, and techniques,

• Understand how to analyze a system to identify the root causes of problems,

• Understand how to take corrective action and implement control measures to prevent the recurrence of incidents/variances using agile project management culture, methodologies, tools, and techniques.


Prerequisites

No prerequisites required.

YB 4.23(q)


Instructors

La Juana Lawson

La Juana “The PMO CEO” Chambers Lawson, MPA, PMP, LSSGB has been featured in O, The Oprah Magazine, Entrepreneur, Forbes, San Antonio Express News (Cover Story), Marquis Who’s Who in America: Entrepreneurs, Business Owners and Professionals, VoyageDallas, MarketWatch, and other publications. La Juana serves as the proud Founder and CEO of Tacit Growth Strategies, a leading management consulting firm and project management office (PMO) that specializes in government contracting, grant and proposal writing, impact investment strategy, and comprehensive international business development consulting. La Juana’s book "Master Grant Writing: A Project Manager's Guide" is an international best-seller and has been lauded as a comprehensive guide that demonstrates how to build and maintain a successful nonprofit or for-profit impact business.


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