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Upcoming Group Calls
2025-12-04
2026-01-01 NO CALL DUE TO HOLIDAY
2026-02-05
2026-03-05
2026-04-02
2026-05-07
Group Call Recordings
2024-09-18 Assurance vs. Advisory Work, Balancing ERM Responsibilities, Staffing Considerations, Being Disruptive (82:58)
2024-12-18 AI Use in Internal Audit and Measuring the ROI of AI (72:38)
2025-03-19 Transitioning to New Organization, Strategy and Relationship Building (61:38)
2025-06-18 Model Risk Audits, Communicating with Audit Committee, Independence for Internal Audit (67:06)
2025-09-17 Improving Annual Risk Assessments and AI Use in IA Teams (72:57)
2025-11-06 Changing Annual Performance Reviews for New Audit Standards and Best Practices (36:42)
Updates
2025-10-01 Getting Ready to Roar Book
2025-09-17 GAO AI Resources
2025-08-01 New IIA Topical Requirement Out for Exposure - Organizational Behavior
2025-07-22 Deloitte's Strategic AI Governance Map
2025-05-22 Audit Committee Survey and Next IIA Topical Requirement
2025-03-10 IIA Pulse Report
2025-02-03 EY What Audit Committees Should Prioritize, Cybersecurity Topical Requirement Webinar
2024-10-17 AI and AI Governance at JPMorgan Chase
2024-09-10 Cyber Topical Requirements Answers
2024-08-22 CAQ AC Oversight in the Age of Gen AI
2024-05-24 OCC Enforcement Letter Comerica
Best Practices and Resources
Advisory Services Guidelines for Internal Audit (30:27)
AI in Internal Audit Others Are Using Now (39:55)
Asking Questions Instead of Giving Advice (5:00)
Before, During and After the Audit Committee Meeting (159:55)
CAEs and Executive Presence
CAE Summit #1 (61:30)
CAE Summit #2 (52:19)
Delivering Difficult Messages (4:58)
Getting Your Budget Requests Approved (6:37)
How to Position Internal Audit as an Advisory Go To
Independence of IA, Succession Planning (57:34)
Keys to Unlocking Relevance and Adding Value
KPIs for Internal Audit Strategy (25:40)
Lead Your Team Well (4:08)
Maintaining Relevance
Outsourced vs Co-Sourced Internal Audit (19:48)
Reducing Management Push Back in Audits (17:39)
Respect for Internal Audit (4:19)
Smaller Audit Shops, Building Relationships, Asking Better Questions (57:22)
"Taking" Time Management (5:58)
The IIA's Three Lines Model (3:42)
Tips for More Effective Audit Committee Meetings (16:06)
Traditional Internal Audit Is Dying (6:42)
Leadership Training and Toolkit
Auditors Communicating Like Executives (32:17)
Becoming a Trusted Advisor #1 (31:28)
Becoming a Trusted Advisor #2 (32:29)
Becoming a Trusted Advisor #3 (29:33)
Habits: Brain Habits (16:00)
Habits: Identity (15:33)
Habits: Self Integrity (16:07)
Habits: Subconscious Reprogramming (19:35)
Influence: Overview (8:24)
Influence: Authority (10:54)
Influence: Consensus (8:19)
Influence: Liking (15:51)
Influence: Reciprocity (9:08)
Influence: Scarcity (8:10)
Managing Stress and Anxiety in Audit Teams and You (32:48)
Mindset: Thinking vs Feeling (16:22)
Mindset: Personal Responsibility (7:14)
Mindset: Life Interpretations (9:14)
Mindset: Mindfulness (9:30)
Ninja Phrases and Questions (28:35)
Resiliency (11:35)
Resiliency: Always Look on the Bright Side of Life (3:35)
Resiliency: Laughter (8:02)
Resiliency: Moving Up the Emotional Scale (9:02)
Resiliency: Music and Movement (7:58)
Resiliency: Relationships (8:38)
Using the "Get out of BED" Model (61:33)
Lessons from Chief Audit Executives
CAE Lessons with Mike Joyce (36:56)
CAE Lessons with Frank Clark (45:28)
CAE Lessons with Julio Tirado (43:22)
CAE Lessons with Tom Harris (35:46)
CAE Lessons with Bruce Turner
CAE Lessons with Imran Zia
CAE Lessons with Steve Goepfert
CAE Lessons with Larry Harrington
CAE Lessons with Frank Coleman
CAE Lessons with Sohail Saleem
2026-04-02
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