Lessons from a CAE with Frank Coleman

Field: Auditing | Delivery Method: Self Study | CPE Hours: 1.0

In this week's #jammingwithjason episode I speak with Frank Coleman about lessons he learned from being a CAE. We discuss various topics including: having think skin, getting a horizontal spread of experience, not losing your cool, and two sides to every story. We also discuss the HR side of being a CAE and how to surround yourself with a great team and dealing with change.


So much wisdom from Frank in this episode.

Frank Coleman is the CAE of Farmers and Merchants Bank in southern California. He has successfully done a turn-around of internal audit in his organization (including rebranding), and built teams as well as relationships across multiple organizational levels and stakeholder groups.

Take a listen to the episode to learn Frank's career path and advise on becoming a CAE.


Field: Auditing
CPE: 1
Delivery Method: Self-Study

Format: Audio


Your Instructor


Jason Mefford
Jason Mefford

Jason Mefford is a rock star in internal audit, risk management and compliance. He typically works with Chief Audit Executives (CAE), Audit Committee (AC) members, and professionals in audit, risk and compliance with the technical and soft-skills needed to navigate the land mines of organizations. He takes complicated, confusing & hard things, makes them practical, proactive & simple to improve learning and transformation.


He's been a Chief Audit Executive, Chief Risk Officer, Chief Ethics and Compliance Officer, Chief Information Security Officer, Board Member, and has trained and consulted organizations all over the world. He is a thought leader in all things governance, risk and compliance (GRC) and internal audit, and is the recipient of multiple awards including:


  • Rising Star in Corporate Governance from Yale University
  • Rising Star in Corporate Governance Award (Finalist) from Corporate Secretary Magazine
  • Thought Leader of the Year (Finalist) from The National Association of Experts, Writers & Speakers
  • Fellow from the Open Compliance & Ethics Group (OCEG) Think Tank


You can learn more about him at: https://www.jasonmefford.com and join him in the Audit Leader Forum™ at: https://bit.ly/AuditLeader


Course Curriculum


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