Jamming with Jason Mefford
Lessons from a Chief Audit Executive (CAE) with Julio Tirado

Lessons from a Chief Audit Executive (CAE) with Julio Tirado

March 31, 2020

I am pleased to talk with Julio Tirado for this week's #jammingwithjason #internalauditpodcast episode where discuss lessons he's learned from being a CAE. You'll hear how Julio's career brought him to be a CAE, and suggestions he has for those of you that aspire to become a CAE.

It's just me and Julio down at the school yard ... jamming and talking shop (could help putting in the Paul Simon reference :)

We discuss many things including: how to put the user (i.e. our audit client) at the center of the relationship, the importance of every auditor having a basic understanding on IT and security, considering the consequences of our audit recommendations, the need for project management skills, and how all internal auditors have to spend a little time selling.

Julio Tirado is the CAE for Spirit Bank in Tulsa, OK.

Jamming with Jason is the #1 #internalauditpodcast in the world has interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in #internalaudit, risk management, and compliance.

E67 Best of: Leadership in Times of Chaos

E67 Best of: Leadership in Times of Chaos

March 29, 2020

In times of chaos and crisis, people look for the leaders. At these times, even when as a leader you may want to retreat to your cave ... it's more important to show up as a leader. Retreating to your cave may just be one of the worst things you could do.

In this #jammingwithjason #internalauditepisode I discuss the qualities of leaders in times of chaos, what you should be doing as a leader, and how to take care of yourself while you care for others.

You want to listen to this whole episode, since it takes a very interesting turn at the end, you won't be expecting.

Beware of fake leaders. Many people who think they are leaders are actually followers, just copying what others are doing. If you are like most people, I'm sure you'd prefer the real deal, instead of a cheap copy. Beware of people pretending to be leaders who are really followers. Fake leaders tend to show up in numbers during times of chaos and often dupe people. Don't be one of those people.

If you are ready to BE a leader as a Chief Audit Executive, download your copy of the 2020 CAE Survey Report and register for the weekly CAE Briefing (btw both of which are absolutely FREE) at: http://bit.ly/CAE-Survey-2020

If you are a CAE ready to go to the next level as a leader in your career and really elevate internal audit in your organization, instead of holding onto the traditional model that no longer works, join the CAE Forum at: https://jasonmefford.mykajabi.com/caeforum

E66 Best of: Networking is for Sales People

E66 Best of: Networking is for Sales People

March 28, 2020

#Internalaudit professionals don't need to networking, they need community.

In this #jammingwithjason #internalauditpodcast episode I explain the differences between networking and joining a community, and believe me there is a big difference. Even when people think they have community it is often just networking, which is a big waste of time.

Networking is for sales people to collect sales leads. Unless you are trying to sell people products or services, it's time to stop networking and join a community.

I also discuss the elephant in the room with the world-wide corona virus pandemic and some ways you can minimize the impact on your career.

Join the thousands of people training each month with cRisk Academy at: https://ondemand.criskacademy.com/?affcode=105582_jpp6czlf

If you are a #ChiefAuditExecutive ready to join a community of top CAEs from all over the world, schedule your complimentary no-obligation 30-minute call with Jason Mefford to see if it's right for you at: https://jasonmefford.mykajabi.com/caeforum

Have conferences, trainings and meeting been canceled you planned to attending this year? If you are like most people, the answer is YES.

Are you trying to figure out how to get yourself and your team the training you need?

If you are a manager or #chiefauditexecutive responsible for training, book a complimentary 15-minute call to explore the various virtual training options that would work best for you and your team.

Mefford Associates has been doing virtual #internalaudit #training for years, so this is nothing new to us. Book a call to learn about options for you and your team. calendly.com/jasonmefford/15min

Jamming with Jason is the #1 #internalauditpodcast in the world has interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in #internalaudit, risk management, and compliance.

E65 Best of: Lessons from a CAE with Steve Goepfert

E65 Best of: Lessons from a CAE with Steve Goepfert

March 27, 2020

In this week's episode I speak with Steve Goepfert about lessons he learned from being a CAE. We discuss various topics including the difference between being a Chief Auditor, and being a Chief Audit Executive; what it really takes to be a CAE; how to provide those moments of head snap (you'll have to listen to learn more); how to prove and communicate the value internal audit provides; and not getting so engrained in the mechanics that we don't focus on the big picture.

Steve Goepfert was the Vice President - Internal Audit (Chief Auditor) for United Airlines in Chicago, Illinois. He assumed the role after the merger of United and Continental. He had previously been Chief Auditor at Continental Airlines for 21 years.

He was the 2006-2007 Chairman of the Board for the Institute of Internal Auditors, Inc. (IIA). At the Global level, Steve served on the IIA's Executive Committee for 6 years (2003-09) and on the IIA Board for 7 years. He previously served as Senior Vice Chairman and Vice Chairman – Professional Services and is a past President of the Houston Chapter (1999-2000), and served on its Board for 17 years. In 2012, Steve was inducted into the inaugural class of the IIA's American Hall of Distinguished Audit Practitioners. He was recognized in 2013 with the Victor Brink award for distinguished service to the IIA.

He is now enjoying retirement in Tennessee. I am very grateful to have one of the legends in the internal audit profession on the show.

E64: Best of: What’s Holding Most CAEs Back

E64: Best of: What’s Holding Most CAEs Back

March 26, 2020

There are some common problems and mistakes holding most #chiefauditexecutive back from elevating #internalaudit in their organizations, and moving into executive presence where they are perceived as a #trustedadvisor.

In this #jammingwithjason #internalauditpodcast I discuss these mistakes and how #CAE can take action to move their career and the profession of internal auditing forward. If you are a CAE, this is a must listen episode. If you are not a CAE, please listen and share with your CAE. You will still get tremendous value from the information to help in your career.

Listen in at: http://www.jasonmefford.com/jammingwithjason/

If you are a CAE and really serious about elevating the status of internal audit in your organization, improving your executive presence, and getting best practices and thought leadership from like-minded CAEs, the CAE Forum is for you.

Submit your application to join the Chief Audit Executive (CAE) Forum. We are accepting new member application until 31 January 2020. https://jasonmefford.mykajabi.com/caeforum

You can also watch a more extended video version of this discussion on that page.

E63 Best of: Lessons From a Chief Audit Executive (CAE) with Larry Harrington

E63 Best of: Lessons From a Chief Audit Executive (CAE) with Larry Harrington

March 25, 2020

In this week's episode I speak with Larry Harrington about lessons he learned from being a CAE. We discuss various topics including: personal branding and your career development plan, benefits of being in roles outside of internal audit, developing and maintaining strong relationships with management, getting a seat at the table, and investing in yourself. So much in this episode.

In fact, there is so much in this episode you will probably want to listen more than once.

Larry Harrington served as the global chairman of The IIA, and retired as the Chief Audit Executive (CAE) for Raytheon Company, which specializes in defense, civil government, and cybersecurity markets throughout the world. Prior to joining Raytheon in 2004, he led the internal audit function for several Fortune 100 companies, where he also served in other areas, including finance, human resources, and operations.

In "retirement" Larry speaks, coaches, mentors and consults with internal auditors all over the world, and continues to be a strong and passionate voice for the internal audit profession. You can reach out to him at: Harringtonlj55@gmail.com or https://www.linkedin.com/in/larry-harrington-574634/

For his term as The IIA’s global chairman, Larry chose the theme, “Invest in Yourself.” He urges internal auditors to enhance their value by undertaking professional
development opportunities. From reading topical and timely material, to adding professional certifications, to attending conferences and workshops in internal auditing and on the business functions they audit, internal auditors can improve their own professional skills and opportunities and better serve their organizations and stakeholders.

If you are the kind of person that want to "invest in yourself" check out the free webinars and on-demand courses offered by cRisk Academy, the largest webinar and on-demand training platform for internal auditors at: https://criskacademy.com/courses/ or http://bit.ly/criskacademy

For CAEs, get a weekly dose from the CAE Briefing, delivered for free to your in-box at: http://meffordassociates.com/caebriefing/

Listen each week to Jamming with Jason for interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in internal audit, risk management, and compliance.

Jason Mefford is a Rock Star - Internal Audit, Risk Management and Compliance. He helps Chief Audit Executives (CAE) and professionals with technical & soft-skills training and coaching to navigate the mine fields of audit, risk and compliance in organizations. http://www.jasonmefford.com and http://www.meffordassociates.com

Leadership in Times of Chaos

Leadership in Times of Chaos

March 24, 2020

In times of chaos and crisis, people look for the leaders. At these times, even when as a leader you may want to retreat to your cave ... it's more important to show up as a leader. Retreating to your cave may just be one of the worst things you could do.

In this #jammingwithjason #internalauditepisode I discuss the qualities of leaders in times of chaos, what you should be doing as a leader, and how to take care of yourself while you care for others.

You want to listen to this whole episode, since it takes a very interesting turn at the end, you won't be expecting.

Beware of fake leaders. Many people who think they are leaders are actually followers, just copying what others are doing. If you are like most people, I'm sure you'd prefer the real deal, instead of a cheap copy. Beware of people pretending to be leaders who are really followers. Fake leaders tend to show up in numbers during times of chaos and often dupe people. Don't be one of those people.

If you are ready to BE a leader as a Chief Audit Executive, download your copy of the 2020 CAE Survey Report and register for the weekly CAE Briefing (btw both of which are absolutely FREE) at: http://bit.ly/CAE-Survey-2020

If you are a CAE ready to go to the next level as a leader in your career and really elevate internal audit in your organization, instead of holding onto the traditional model that no longer works, join the CAE Forum at: https://jasonmefford.mykajabi.com/caeforum

E61 Best of: Risk Based Internal Auditing

E61 Best of: Risk Based Internal Auditing

March 23, 2020

Even though we have been using the term "risk-based auditing" for over 20 years, many internal audit groups have not really implemented it ... and many mis-understand the concepts behind it.

In this episode I explain the challenges and opportunities facing internal audit as a profession and why moving to a truly risk-based approach is the opportunity for us to overcome those challenges. I also discuss the confusion with the terms objective-based, or risk management-based audit.

I've been preaching risk-based internal auditing for over 15 years and am consider one of the leading world experts on risk-based internal audit (and yes I wrote a book on this, frameworks, certifications and have trained internal auditors all over the world).

If you missed the webinar on Establishing or Improving a Risk-Based Audit Approach, you can now access it in the cRisk Academy on-demand library at: https://ondemand.criskacademy.com/p/establishing-or-improving-a-risk-based-audit-approach/

Join me for a deeper dive into Risk-Based Internal Auditing on the next webinar: Thursday, October 31, 2019 · 9:00 AM PDT. Register at: https://www.bigmarker.com/crisk-academy/Deeper-Dive-Risk-Based-Audit-Approach-with-Questions-and-Answers-Q-A

To learn more about how you can enroll in a new course and receive your Certified Risk-Based Internal Auditor (cRBIA) professional designation visit: https://ondemand.criskacademy.com/p/certified-risk-based-internal-auditor-crbia/

You can also save 60% when you register for the cRBIA course before 30 November 2019.

 

E60 Best of: Auditing Humor and Other Oxymorons with Mike Jacka

E60 Best of: Auditing Humor and Other Oxymorons with Mike Jacka

March 22, 2020

As auditors we tend to be a very serious group of people. In our attempt to appear competent and professional we often switch over into the boring, robot-like realm ... a place that gives rise to much of the auditor stereotypes.

In this episode we discuss how humor and creativity can actually make us better auditors and more effective in our job, plus we have a lot more fun doing the work. I'm joined by Mike Jacka, a truly hilarious auditor who has been waving this flag for decades. Come laugh with us on this episode and walk away with some advice for how you too can incorporate more humor and creativity into auditing.

Mike Jacka is the Chief Creative Pilot of Flying Pig Audit Consulting and Training Solutions.

You can get a copy of Mike's book "Auditing Humor: and other oxymorons" through the IIA Bookstore or on Amazon at: https://www.amazon.com/Auditing-Humor-oxymorons-Mike-Jacka/dp/0991280903/ref=sr_1_6

You can reach out to Mike at: mjacka@fpacts.com

To take advantage of the 50% off cRisk Academy on-demand course use this link: http://bit.ly/criskacademy and use coupon code: JAMMING2019 when you register for a course. cRisk Academy is offering this to listeners of the Jamming with Jason podcast through 30 November, so make sure to take advantage of your savings today.

E59 Best of: Why Don’t Auditors Find More Fraud? with Aaron Denbo

E59 Best of: Why Don’t Auditors Find More Fraud? with Aaron Denbo

March 22, 2020

The ACFE reports that about 40% of frauds are uncovered from tips to a whistleblower hotline, while internal audit only uncovers about 15% of frauds. While detecting fraud is not internal audit's primary purpose, one is still left to wonder why internal audit doesn't find more fraud, especially since one of the first questions from management is "why didn't audit find this?"

Jason Mefford is joined by Aaron Denbo to discuss how internal audit can change a few simple things to help increase their ability to find and detect fraud. This is a previous recording of a webinar Aaron did with Jason for cRisk Academy.

To see a list of upcoming free cRisk Academy webinars, visit: https://www.bigmarker.com/communities/crisk-academy/conferences

To go into more depth on today's topic, and not get blamed for fraud you didn't find, visit: bravenacademy.com