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Relationships, Interpersonal Skills, and Auditing: Becoming a Trusted Adviser

Course Description

​Print-friendly Course Description and Outline

The key to a successful business career depends upon how well you develop and maintain positive relationships. Each of us cannot accomplish our job and career goals without learning from, assisting, and working well with others. The ultimate goal of a Chief Audit Executive/Auditor is to become a “Trusted Adviser.” A Trusted Adviser is someone who others look to for counsel and advice — a trusted confidant who will listen when times get difficult. During the training you will learn the why and how of developing relationships that will assist you in becoming a “Trusted Adviser.” Tips, techniques, and reference materials will be provided to assist auditors at all levels in personal and team development.

These important issues will be discussed during the seminar:

  • Relationships and the impact they have on auditor effectiveness
  • How, why, and when to build business relationships
  • Positives and negatives of relationships
  • Skills that facilitate relationship building
  • Different behavior or personality styles
  • Tips, tools, techniques, approaches, and lessons learned regarding relationships

Learning objectives for this course are to:

  • Review the reasons that make building strong relationships difficult.
  • Discuss why building relationships with primary stakeholders (e.g., audit committee/board members, executive management, c-suite), management, and staff are essential for success.
  • Understand the phases of building relationships.
  • Learn how to build relationships that last.
  • Review the impact positive relationships have on performing internal audit’s role in the organization.
  • Identify the signs of weak and/or deteriorating relationships.
  • Understand the knowledge, skills, and abilities necessary to facilitate relationship building.
  • Review methods to better understand personality or behavior types.
  • Share development methods to improve interpersonal skills (people skills).
  • Provide audit tools and techniques to enable more efficient and effective audit working relationships.
  • Share resources and reference materials for future training and development.

After completing this training, participants will be able to:

  • Build stronger relationships with primary stakeholders.
  • Understand the phases of building business relationships.
  • Identify weak and/or deteriorating relationships.
  • Demonstrate greater interpersonal skills that should result in the performance of more efficient and effective audits.
  • Learn the how of building and maintaining successful long-term relationships.
Course Duration: 1 day(s)
CPEs Available: 8
Knowledge Level: Intermediate
Field of Study: Personal Development
Leadership Skills for Auditors course or equivalent  leadership skills
Advance Preparation: 
Delivery Method: On-site Training (Group-Live)

Difficulty in building relationships that last

How, what, and when of relationship building

Importance of building relationships with primary stakeholders

Phases of relationship building

Impact on internal audit’s role with positive stakeholder relationships

How to identify weak and/or deteriorating relationships

Knowledge, skills, and abilities that enhance relationship building

Different types of behavior and personality styles

Human side of internal auditing

Tips, tools, techniques, approaches and lessons learned about relationships

Reference materials/resources for future use

Exercises will be used to reinforce the learning objectives.

Most courses can be delivered through on-site training. You might be surprised that the organization leading the profession is just as committed to the delivery of affordable training.

Contact us by calling +1-407-937-1388 or send an e-mail to