Agile Auditing: Transforming the Internal Audit Process and Value Proposition Using the Scrum Process Framework
September 17, 2019
1:00–2:00 p.m. ET
This webinar will provide an overview of how Agile values and principles, and the use of Scrum process framework can transform the internal audit value proposition. A brief introduction of Agile, the Agile Manifesto, and Scrum framework will be presented as background for participants. The value proposition for Agile auditing, mindset shift, and process overview will be presented to inform participants about why the Agile auditing approach enhances audit outcomes for stakeholders and how it is developed and implemented. Live testimonials from internal auditing leaders who have pioneered the Agile auditing approach will be provided to shed light on challenges faced, lessons learned, best practices used, and benefits realized. By the end of the session, participants will have a basic understanding of what it takes to make the transition to Agile auditing and potential benefits to be gained.
- Define Agile auditing
- Contrast traditional waterfall auditing with Agile auditing
- Describe the Agile auditing process, including roles, sprints, and reporting
- Identify challenges, lessons learned, best practices, and benefits of Agile auditing
Topics / Key Words will include:
- Agile Manifesto
- Mindset shift
- Roles in Agile auditing
- Time-boxed sprints
- Artifacts and ceremonies
- Point of view reporting
Course Duration: 1 hour
CPEs Available: 1
Knowledge Level: Basic
Field of Study: Auditing
Advance Preparation: None
Delivery Method: Group Internet Based
Director, Internal Audit & ERM, YRC
Rick Wright is currently Director, Internal Audit & Enterprise Risk Management for YRC Worldwide. Rick is an internal audit and training professional with over 20 years’ experience including various roles with Payless Shoesource, The IIA, Kansas City Southern Railway, H&R Block, and Resources Global Professionals. In addition, he has served as an adjunct professor teaching accounting, finance, fraud, and strategic management courses at local Kansas City area universities. Rick is the founder of Resonate Training and Assurance Services, LLC where he continues to pursue his passion for internal auditing and adult learning as an author, speaker, and training facilitator. He is a CIA and holds a Bachelor of Science degree in Accounting from Missouri State University and an MBA degree from Keller Graduate School of Management.
Vice President, Walmart Global Audit Services
Vickie Chinchar is the Vice President of Walmart Global Audit Services. She leads the International and US Operations Audit Teams. Prior to joining Internal Audit, Vickie led Global Business Services Operations with more than 3,500 associates located in the US, Brazil, China, Costa Rica, Mexico and the United Kingdom. In addition to overseeing large operations for Walmart, Vickie serves as an executive sponsor for Walmart’s Hispanic and Latino Associate Resource Group (HLARG), and is an active member of the Association of Latino Professionals for America (ALPFA). Before joining Walmart, Vickie spent 20 years in a variety of financial roles at Siemens Energy and Siemens Shared Services. A native Floridian, Vickie holds a Master of Business Administration from the University of Central Florida and a bachelor’s degree in Accounting from the University of West Florida. She is also a Professional Scrum Master.
Director of the Corporate Audit
Margaret Gray is Director of the Corporate Audit, Agile Center of Excellence for Fidelity Investments. With more than 20 years of software development and product delivery experience, Margaret is an Agilest with extensive experience building high performing teams and organizations leveraging Agile and other delivery and scaling methods. Margaret is a member of the Fidelity Enterprise Agile Cross-Business Unit Leadership Team and is working to accelerate agile transformation efforts in both Corporate Audit and the broader Fidelity Enterprise Risk Management organizations. She is a CSM, CSPO, SA and holds a Bachelor of Science degree in Political Science from Northeastern University and an Executive MBA from the Sawyer Business School at Suffolk University.
Senior Manager, Deloitte & Touche LLP
Ranjani is a leader in the Deloitte Advisory practice with over 19 years of experience focused on Internal Audit (IA). Her experience spans internal audit, internal controls (business process & information technology), and security & controls implementations (Oracle). She has demonstrated strong project management, leadership, communication and interpersonal skills.
Ranjani is a co-leader of Deloitte’s Agile IA initiative. Leading the charge on developing the Agile IA framework, roll out strategy, & building eminence in the marketplace. She helped to design Deloitte’s Agile IA Greenhouse lab. Ranjani is a frequent speaker on Agile IA at IIA events, including most recently at the IIA GAM conferences. She focuses on helping companies through the various stages of Agile adoption – pilots to transformation – to steady state to continuous learning.
Most recently Ranjani is leading the innovation efforts for a Global Chief Audit Executive of a large company by developing and driving transformation programs. She also leads a large team for an internal controls and audit project for a fortune 500 retailer, to execute a large project.