Jamming with Jason Mefford
Flashback Friday: Making the Shift to Agile Auditing with Rick Wright

Flashback Friday: Making the Shift to Agile Auditing with Rick Wright

July 31, 2020

Moving to an agile internal audit approach is a big shift in mindset. It is not just performing audits in a more nimble or lean way. It is about using agile methodologies to transform the whole audit process. This method produces a more collaborative approach with the audit client, a more self-managed team mentality, and scheduling the audits in time box work cycles (sprints). This fundamentally changes how we plan, perform, staff and report on audits.


Jason Mefford is joined by Rick Wright, CAE of YRC Worldwide to discuss the big picture view of agile auditing, how to transform your audit team into an agile methodology team, and discusses Rick's upcoming book on Agile Auditing that will be published summer of 2019, which includes a practical approach and case studies on how to move from traditional auditing to agile auditing.

Lessons from a Chief Audit Executive with Sohail Saleem

Lessons from a Chief Audit Executive with Sohail Saleem

July 28, 2020

In this week's #jammingwithjason episode I speak with Sohail Saleem about lessons he learned from being a CAE. We discuss various topics including: investing time and money into your career development (and yes that even means out of your own pocket), having a vision, determining what you need to get to the next level, seeing the big picture, developing your soft-skills, and thinking outside of the box.


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


So much wisdom from Sohail in this episode.


Sohail Saleem is the Executive Director of Internal Audit (CAE) at Mount Royal University Calgary, Alberta, Canada.

#internalaudit #chiefauditexecutive #internalauditpodcast

Flashback Friday: Moving From A CPE Mindset To Lifelong Learning

Flashback Friday: Moving From A CPE Mindset To Lifelong Learning

July 24, 2020

Many professionals get caught in a CPE mindset when it comes to professional development. A CPE mindset will not get you promotions or new positions. In the knowledge revolution, we have to become lifelong learners - those concerned with learning and growing each day, week, and month - not just completing hours of random CPE each year. Find out how to switch mindsets, increase your likelihood of having your training requests approved, and some questions you can ask yourself to be proactive with your learning opportunities.

Soap Boxes and Podcasts with Trent Russell

Soap Boxes and Podcasts with Trent Russell

July 21, 2020

In this special episode of #jammingwithjason #internalauditpodcast I talk with Trent Russell the host of "The Audit Podcast" about the profession of internal auditing and some "soap box" issues we both feel strongly about to help improve internal audit in organizations. It's a dual interview style, so you get to hear questions and answers from both of us. Double bonus :)


If you haven't already subscribed to The Audit Podcast, here is the link for it on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-audit-podcast/id1502796518


Trent is also a subject matter expert on data analytics with Greenskies Analytics. You can learn more at: GreenskiesAnalytics.com

Flashback Friday: Auditing Humor and Other Oxymorons with Mike Jacka

Flashback Friday: Auditing Humor and Other Oxymorons with Mike Jacka

July 17, 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

Traditional Internal Audit is Dying

Traditional Internal Audit is Dying

July 14, 2020

For the times, they are a changing in the internal audit profession.

You can choose to stick your head in the ground and ignore what's going on, but you may end up like some CAEs who just got let go from their positions for sticking with a traditional internal audit mindset.

In this week's podcast I share why Traditional Internal Audit is dying. We've been seeing this for years, but I share with you some recent events and evidence that prove again that this is the trend we are seeing.

If you are still spending most of our time auditing lower level process controls and focusing on historical events and internal controls, you are probably stuck in the traditional rut and need to start working your way out by transitioning to a true risk-based internal audit methodology.

Value-based auditing, objective-based auditing vs. risk-based internal auditing I also discuss in this episode.

Flashback Friday: Welcome To The Jungle

Flashback Friday: Welcome To The Jungle

July 10, 2020

Seems like everyone and their dog is now offering online training saying the equivalent of "We got everything you want honey, We are the people that can find whatever you may need. If you got the money, honey we got your disease."

I've been in the online space now for about 10 years, and I know all the different words people use may be a little confusing to know exactly what you are getting.

In this #jammingwithjason #internalauditpodcast I do a little public service announcement (PSA) to help you hack your way through the jungle by explaining what certain words mean in the online space, what you can expect by the words used, and three questions to ask yourself before you register or purchase online webinars or course ... so you know what you are getting and don't get surprised.

Online vs. virtual. Learning vs. training. Webinar vs. course. On-demand, forum, summit, in-person ... and the list goes on ... I discuss each, so you are better prepared to find exactly what you need in the online space.

If you are interested in a learning platform that was around long before the pandemic, and will be around long after, check out cRisk Academy: the largest on-demand, webinar, and certification learning platform for internal auditors.

Join thousands of professionals getting technical, soft-skills, certifications, and community though cRisk Academy. Lifetime access, 30-day money-back guarantee, and an online community included with all on-demand courses.


Personality-Based Internal Auditing with Barbara Siegenthaler

Personality-Based Internal Auditing with Barbara Siegenthaler

July 7, 2020

A lot of people are advocating auditing culture. Problem is, it's very swishy and difficult to objectively audit. A much more practical approach is to utilize some newer research around Personality System Interaction (PSI) patterns and utilize the Organizational Personality Framework which provides new, innovative levers for change, based on analyzing the organization's preferred personality system interaction patterns.

In this #jammingwithjason #internalauditpodcast I am joined by Barbara Siegenthaler, a pioneer in a systemic approach that combines business expertise and PSI theory into a 360° degree testing and thinking grid for human factors - across the organization. She is the founder of The Organizational Personality Framework and the Personality-based Internal Auditing PBA® methodology.

Both approaches leverage the explanatory and predictive value of the Theory of Personality Systems Interactions. PSI Theory is a meta model from the domain of personality and motivation psychology, considered by academic psychology in Germany as "groundbreaking" and "highly innovative".

​This is an episode when I had the opportunity to geek out with Barbara and show how we can improve what we do as #internalaudit when we apply principles from other disciplines into how we audit.

Learn more about Barbara and these principles at: https://www.personality-based-audit.com/ and https://www.savanteon.com/

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