Project Management for Internal Auditors

Danny M. Goldberg
Danny M. Goldberg
90 Minutes
Product Id:
6 months

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Price Details
$144 Recorded
Price Detail Options

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 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.

Areas Covered in the Session:

  • Introduction/Key Concepts
    • What is Project Management
    • Five Process Groups to Project Management
      • Engagement Initiation/Project Planning
      • Planning
      • Fieldwork
      • Audit Wrap-Up/Finalization
      • Monitoring and Communication
  • Engagement Initiation/Project Planning
  • Planning
    • Audit Planning
    • Key Steps
    • Creating a Budget
    • Communication
  • Fieldwork
    • Managing Multiple Projects
    • Establishing Baselines
    • Monitoring Project Progress
    • Time Management
  • Maintaining and Control the Project
    • Status Updates
    • Managing Change
    • Monitoring Risks
    • Crisis Management
  • Closing Out
    • Reporting
    • Scope Verification
  • Post-Mortem

Attendees will also learn:
  • Learn the basics of project management
  • Understand the main differences between running an internal audit and project management
  • How to budget and track progress effectively
  • How to apply the basics of project management to the internal audit process

Who Will Benefit:
  • All Levels of Internal Auditing
  • All Levels of Compliance and Risk Professionals

Speaker Profile
Danny M. Goldberg is the Founder of GOLDSRD ( , a leading provider of Staff Augmentation, Executive Recruiting and Professional Development services.

Previously, He led the Professional Development and Executive Recruiting Practices at Sunera. Mr. Goldberg re-purchased his practice that he sold to Sunera in 2011. Prior to joining Sunera in January 2011, Danny founded SOFT GRC, an advisory services and professional development firm.

Danny has over 16 years of audit experience, including five as a CAE/Audit Director at two diverse companies. The Professional Development Practice at GOLDSRD has over 100 full-day courses available for clients that can be customized. These courses include topical matters on Internal Audit, Audit, Finance and People-Centric© (Soft Skills).

Prior to founding SOFT GRC, Danny was the Director of SOX Compliance and Corporate Audit at Dr Pepper Snapple Group, where he led the Year One SOX Compliance efforts and assisted in building both departments. Prior to his tenure at Dr Pepper, Danny was the Chief Audit Executive at Tyler Technologies, a publicly traded technology company (Danny was hired to build the department from the ground up).

Danny has served on the audit committee of the Dallas Independent School District and was the Chairman of the North Texas Leadership Council of the American Lung Association in 2012. Dannyis also the IIA Dallas and Fort Worth Chapter Programs Committee Co-Chairman for the 2012-2013 year and was elected to the Fort Worth IIA Board of Directors in 2013.

Danny is accredited as the professional commentator on the publication BNA Tax and Accounting Portfolio, Internal Auditing: Fundamental Principles(Accounting Policy and Practice Series), which is authored by renowned audit scholars Curtis C. Verschoor and Mort A. Dittenhofer – co-author of Sawyer's Internal Auditing.

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