Audit Report Writing

Overview:

Writing an effective audit report means communicating key messages to your audit stakeholders, clearly, concisely and persuasively. It means writing recommendations that will be agreed, accepted, and acted upon. Every word matters when you need to satisfy demanding stakeholders in today’s dynamic international environment.

Participants will learn audit report writing best practices and will apply these tools, techniques and strategies to write stakeholder-focused, action-oriented audit reports that achieve better results. Techniques to persuade in writing, the cultural impact of language, and stakeholder needs are keys to getting easy agreement of findings, risk categorization and recommendations.

Presentation and discussion of each topic will be followed by practice exercises and writing practice. Immediate feedback and coaching successfully closes the learning loop.  A writing assignment is completed prior to the workshop to set a baseline for each participant.

Learn proven techniques and strategies that thousands of auditors from Europe to America to South Africa have learned and put in place immediately following the workshop.

Program Objectives and Results:

  • Plan and prepare with stakeholders in mind so writing is focused and concise;
  • Learn universal principles of writing in professional English that are specifically tailored to audit reports;
  • Write persuasive audit findings and recommendations that meet IIA standards;
  • Gain efficiencies during audit report writing and review process to first draft to final acceptance;
  • Learn techniques for self-review to consistently monitor and meet professional writing standards;
  • Address the avoidable cultural mistakes in your audit report writing style that could provoke or offend your international audit client;
  • Practice writing findings and recommendations with immediate feedback and coaching.
  • Gain efficiencies during audit report writing, editing and review process to quicken the time from first draft to final report acceptance

Additional Benefits:

  • Board members and their needs, apply audit executive best practices in writing so your management reports are clear and concise
  • Techniques to improve readability of your writing
  • Universal best practices in writing to build active and effective sentences and paragraphs
  • The art of writing management findings including criteria, condition, cause, risk and recommendations
  • Persuading in writing specifically for the audit environment
  • Value-added executive summaries
  • Self-monitoring techniques

Management Trainer

ARC Institute

Über das ARC-Institute

Das ARC-Institute liefert mit dem Audit Research Center wichtige Impulse zur Weiterentwicklung der Revisionsbranche. Der Zielfokus richtet sich auf die Vernetzung zwischen Wissenschaft und Praxis. Dabei steht die Weiter- und Neuentwicklung in Kooperation mit Revisoren, Unternehmen und Verbänden im Fokus, um die Praxisnähe zu erhalten und implementierungsfähige Methoden, Tools sowie Konzepte zu entwickeln. Die im Dialog mit Branchenexperten erarbeiteten Ergebnisse dienen der Praxis heute als Leitfaden und Adaptionsmöglichkeiten, um den Gesamtnutzen des Unternehmens langfristig und nachhaltig mit einer innovativen Revisionsarbeit steigern zu können.

Im Sinne des Thought Leadership Gedankens steht das ARC Institute mit dem Audit Research Centerfür Themenführerschaft und Vorausdenken im Bereich Interne Revision.

Gegenwärtig unterstützt das ARC Institute im Rahmen von Forschungs-, Beratungs- und Personalentwick-lungsprojekten nicht nur führende supranationale Institutionen, sondern auch zahlreiche börsennotierte Unternehmen in den drei deutschsprachigen Ländern Deutschland, Österreich und Schweiz.

Tracie Marquardt

Tracie Marquardt
CPA, Senior Management Trainer, Audit Research Center | ARC Institute
Bachelor of Arts, Honours Chartered Accountancy Studies

Since 2005, Tracie has trained thousands of internal auditors from Germany, Europe, Africa and the US to communicate more effectively on an international stage. As a result, these auditors are able to communicate their key messages more clearly, concisely, and persuasively, resulting in agreement, action and positive change. Specialties include audit report writing, global communication competence, interviewing skills, reconciling findings with auditees, and presenting powerfully. Tracie is a former external auditor (Deloitte) and internal auditor (HFCL) from Canada, with 10 years’ experience in the financial industry in Canada and the U.S.

Key skills include

  • Training, coaching and consulting internal audit for global communication skills.
  • Designing training programmes that combine skills learning with culture and language to ensure success of the participants working internationally.
  • Designing, creating and delivering customised, interactive workshops that bring measurable results for management.
  • Providing feedback and distance coaching to internal auditors on actual audit reports and training case studies.
  • Deep understanding of stakeholder requirements, audit report objectives, communication interactions within the audit process, and related challenges.

Significant Projects/Audit Communication Skills

  • 2018 Presenter at the Congress of the German national IIA chapter in Munich, Germany. Topic: Agile Audit Communication.
  • 2010 – 2018 Delivered a customised Audit Report Writing and Communication training programme to Internal Audit within the European banking system. Over 750 auditors from 25 countries participated in the training programme.
  • 2017 – 2018 Trained the global Internal Team of a leading pharmaceutical company on Audit Report Writing and Next Level Auditing with ARC HIANCA.
  • 2016 Trained the global Internal Audit team of a Swiss Bank on Audit Report Writing and Next Level Auditing with ARC HIANCA.
  • 2016 Trained, coached and provided consulting services for 40 auditors including 5 Heads of Audit at a top German financial organisation as they overhauled their report writing methodology.
  • 2015 Presenter at the annual Congress of the German national IIA chapter in Dresden, Germany. Topic: Global Communication Competence and the International Internal Auditor.
  • 2014 – 2015 Trained the Internal Audit team of a DAX30 medical device company on Audit Report Writing, including individual & team coaching, and development of an Audit Report Writing Style Guide. Reduced reporting review time by more than 50%.
  • 2005 – 2016 Delivered audit communication workshops to the German national IIA Chapter Academy.

Language Skills

  • English native speaker
  • German intermediate spoken

Other

  • President, Heidelberg International Toastmasters Club, affiliated with Toastmasters International

Order now

1.780,00

Overview

Date and Venue

28./29. November 2019
09:00 am – 05:00 pm

ARC TrainingsCenter
Zeil 111
60313 Frankfurt am Main

Duration

2 days [14 CPE ~ IIA Standards]

Conditions and price

Each participant’s day costs 890,- Euro plus VAT if the modules are booked individually. After receipt of your registration you will receive a registration confirmation with invoice. Please pay the registration fee immediately after receipt of the invoice. The participation fee is plus 19 % VAT. The price includes participation in the lectures of the booked event, coffee breaks and seminar documents.

You can cancel up to two weeks before the event free of charge. Thereafter or if the participant fails to attend, we will charge the entire participation fee. Of course it is possible to represent the registered participant.

Methodik

Interaktiver Vortrag, Diskussion, Gruppenarbeit, praktische Übungen, Fallstudien, Reflexion

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1.780,00