Project Management for Internal Auditors

  • Accountant
  • CRMA
  • CPA/CFF
  • CFE
  • CGAP
  • CGFM
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CA - ICAEW
  • IAP
  • QIAL
  • ACCA
  • MAFF
  • CBA/MCBA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: December, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Group Discussion
    6 mins
  • Triple Constraint
    33 mins
  • Creating Requirements/Deliverable Understand Expectations
    53 mins
  • Group Exercise
    91 mins
  • Creating a Risk Management Plan
    111 mins
  • Fieldwork
    134 mins
  • Multiple Project Mgmt Pitfalls
    151 mins
  • Time Management
    194 mins
  • Effective Exit Conference
    220 mins
  • Scrum Master
    249 mins

Course Description

In the past few decades, organizations have discovered something incredible: the principles that have been used to create enormous successes in large projects can be applied to projects of any size to create amazing success. As a result, many employees are expected to understand project management techniques and how to apply them to projects of any size.

Internal auditors do not consistently apply basic project management skills throughout the audit process. Auditors tend to "know" how to audit thus believe regimented project management is not necessary.

This is not the case. This online CPE course examines project management roles and environments, the project life cycle and various techniques of work planning, and control and evaluation to achieve project objectives. The tools currently available to project managers are discussed throughout this course.

Specifically, how the project cycle mirrors the internal audit cycle, how to utilize project management for a more efficient and effective audit and how project management promotes transparent, continuous communication.

The CPE course provides participants with the skills and techniques necessary to embed project

management methods into the internal audit process. Formal project management methodologies

can help reduce and alleviate many of the struggles with delays, prioritization, scope, and timeliness

auditors routinely face. The tools and techniques shared can be immediately implemented in every

audit process.


Major topics covered in this online CPE webinar:

  • Introduction/Key Concepts
  • What is Project Management
  • Five Process Groups to Project Management
  • Engagement Initiation/Project Planning
  • Planning
  • Fieldwork
  • Maintaining and Control the Project
  • Closing Out

Learning Objectives

  • To discuss the basics of project management
  • To describe the main differences between running an internal audit and project management
  • To determine the strategies to budget and track progress effectively
  • To apply the basics of project management to the internal audit process

Recommended For

  • This IIA approved CPE course is recommended for CIAs, CRMAs, and all the titles governed by IIA.
  • This online CPE webinar for CPAs is recommended for all the professionals interested to learn all the aspects of project management in regard to internal auditing. 
  • This CPE webinar is recommended for all levels of compliance and risk professionals and professionals at all levels of internal auditing.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 5 CPE Credit for Master Analyst In Financial Forensics (MAFF)
  • 5 CPE Credit for Internal Audit Practitioner (IAP)
  • 5 CPE Credit of Auditing for Certified Public Accountants (CPA-US)
  • 5 CPE Credit of Internal Auditing for Certified Internal Auditors (CIA)
  • 5 CPE Credit for Certified Government Financial Manager (CGFM)
  • 5 CPE Credit for Certification in Risk Management Assurance (CRMA)
  • 5 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 5 CE Credit for Certified Wealth Strategist (CWS)
  • 5 General Credit for Accountant/Bookeeper
  • 5 CPD Credit for CA - ICAEW
  • 5 CPD Credit for Chartered Certified Accountants (ACCA)
  • 5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 5 CPD Credit for Chartered Accountants - Scotland
  • 5 CPD Credit for CPA - Ireland
  • 5 CPE Credit of Auditing for Certified Management Accountants (CMA)
  • 5 CPD Credit of Auditing for Certified Financial Forensics (CFF)
  • 5 CPE Credit of Auditing for Certified Fraud Examiner (CFE)
  • 5 CPE Credit of Auditing for Certified Valuation Analyst (CVA)
  • 5 CPE Credit of Auditing for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 5 CPE Credit for Certified Government Auditing Professional (CGAP)

Additional details

  • Course Level :
    Basic
  • Credits :
    5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Presenter

About Presenter

Danny Goldberg

President, GoldSRD

Danny M. Goldberg is the Founder of GoldSRD (www.GoldSRD.com), a leading provider of Staff Augmentation, Executive Recruiting and Professional Development services.  Danny is a well-known speaker on internal auditing and People-Centric Skills, co-authoring People-Centric Skills: Communication and Interpersonal Skills for Internal Auditors, via Wiley Publications.  People-Centric Skills, 2nd Edition, the follow-up to this critically acclaimed book, is currently available via Amazon and through GoldSRD at a discounted rate. 

Danny has over 22 years of professional experience, including five years leading/building internal audit functions.  Danny was named as one of the Fort Worth Business Press 40 Under 40 for 2014. 

He is a thought-leader in the profession, recognized through his numerous articles in trade magazines and consistent rating as a top speaker in the industry.  Mr. Goldberg is also accredited as the Professional Commentator of the Bureau of National Affairs - Internal Audit: Fundamental Principles and Best Practices (Professional Commentator).  This book was authored by renowned audit scholars Curtis C. Verschoor and Mort A. Dittenhofer – coauthor of Sawyer’s Internal Auditing. 

Mr. Goldberg is an active member of the Institute for Internal Auditors, both at a local and national level.  Leadership roles include: 

  • Current IIA Dallas Chapter Board Member and Programs Committee Co-Chair
  • Former IIA Fort Worth Chapter Board Member and Programs Committee Co-Chair
  • Former Member of the IIA North America Learning Committee (2015)
  • Former Volunteer Chairman of the American Lung Association (2014)
  • Former Audit Committee Chairman/Director at numerous religious organizations

Danny is a Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified in the Governance of Enterprise Information Technology (CGEIT), Certified in Risk and Information Systems Control (CRISC), Certified in Risk Management Assurance (CRMA), has obtained his Certification in Control Self Assessment (CCSA) and is a Chartered Global Management Accountant (CGMA).

About Company

GoldSRD focuses its efforts on three core practices in addition to special projects:

- Staff Augmentation: We have a vast network of very capable and experienced temporary employees that fill your organization’s needs within 72 hours of the request. Our process is differentiated from competitors due to the in-depth review process we perform on candidates.

- Executive Recruiting: Due to our expansive network of very capable and experienced resources, we are able to target not only the right background but ideal personality fit to fill your organization’s needs.

- Professional Development: Our Founder, Danny M. Goldberg, is a renowned speaker and trainer on internal audit, accounting, finance, and soft skills. We have over 100 full-day courses and can customize to your needs. These courses include topical matters on Internal Audit, Audit, Finance and People-Centric© (Soft Skills). With over 100 professional organizations and 30 Fortune 1000 customers, we have the experience and know-how to create a successful, fun, interactive and objective-based course.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

3.6

5 Ratings

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3

Average

2

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LM

Lourdes Mullin,cpa,cams,cfe, CFE, CPA (US)

Jun 18th, 2022

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