03-17 to 03-20-2025 1:00 PM EST

Over the past few years, the role and skills of the financial institutions internal auditor has changed significantly. Today's audit stresses the importance of integrating internal audit and risk management throughout the organization. This means that a growing number of non-auditing financial institution employees are upskilling and receiving on-the-job training in audit soft skills.  They are also using their newly acquired skills to improve not only their own performance, but also the performance of their institutions. Soft skills training, however, isn’t just for auditors.  Learning and using these skills can benefit every department and activity in your institution. Management of financial institutions and internal auditing are constantly evolving. To continue to do so they must navigate a complex landscape, tackle emerging risks, and embrace continuous learning. Now is the perfect time to brush up on your soft skills.  This four-part webinar series will be led by Dan Clark, a former Chief Auditor who has had decades of experience with international banking giants and regional banks. You will develop and learn how to apply your newly acquired auditing soft skills across your institution to enhance your own career development and your institution's performance.

What You’ll Learn

During this important audit soft skills for non-auditors webinar series our expert speaker will discuss:

• The use of soft audit skills throughout the institution
  
• The changing composition of audit teams
  
• Developing your business acumen to improve your communications and understanding of the institution
  
• Techniques for controlling risks throughout the institution
  
• Developing your project management skills
  
• Best practices which can be applied throughout your institution
  
• Developing and improving your written and oral communication skills
  
• Combining the best of both worlds: step-by-step guidance with our speaker’s years of industry experience
  

You’ll Also Receive

• PDFs of the presentation slides for each of the sessions and any additional handout materials which the speaker distributes 
• Important soft skills training which can be used to advance your career and improve the financial health and reputation of your institution

Audit Soft Skills Training Isn’t Just for Auditors: Upskilling for Personal and Institution Success Session Outline

Session 1: Developing Your Business Acumen

• The value of developing business acumen through understanding processes
• Risks and controls
• Strategic planning
• Financial budgets
• Board of Directors communication techniques
  

Session 2: Techniques for Understanding Risks and Controls

• Developing meaningful risk assessments 
  
• Risk score cards
  
• Risk reporting templates. 
  
• Understanding controls through studying control design
  
• Implementation and sustainability factors that lead to success

Session 3: Developing Project Management Skills

• Developing project management skills that support any organizational project  
• Systems implementation 
  
• New product development 
  
• Process redesign 
  
• Policy rewrites, and more

Session 4: Developing and Improving Communication

• Exploring dynamic presentations
• Report writing
• Executive communication tips for emails, memos, and reports.