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Improving the Auditor and Auditee Relationship ON DEMAND

Available Until

Your Desk

2.0 Credits

Member Price $58.00

Non-Member Price $67.00

Overview

Auditors, particularly auditors conducting governmental audits, frequently have poor relationships with the entities they are auditing. In some ways, this is predictable because government auditors aren’t usually hired by the entity under audit. Instead, the auditor gets to choose who gets audited, and the auditee rarely appreciates being selected. Wouldn’t it be great if the auditor could have friendly and productive conversations with the auditee starting with the entrance conference? When the auditor says the classic auditor line, “We’re here to help,” wouldn’t it be amazing to hear back from the auditee, “And we’re happy to have you”? That can happen if the auditor nurtures the auditor and auditee relationship. After applying the techniques for improving the auditor and auditee relationship covered in this short course, the auditee will be more apt to welcome you and courteously give you what you need to get your work done, making the whole audit experience much more enjoyable for everyone involved

Highlights

Conducting Conferences with the Auditee. Presentation Skills. Staffing and Selling the Findings. Soliciting Written Comments. Incorporating the Auditee’s Response.

Prerequisites

None.

Designed For

Professionals in Government and Public Accounting.

Objectives

Identify techniques to improve auditor/auditee relations. Define practices that will improve auditor/auditee conferences. Identify useful skills for presentations. Recognize techniques to better communicate findings with the auditee. Identify methods to achieve acceptance of findings and recommendations. Identify the rationale and need for timely written comments to audit findings. Identify techniques to use in addressing the auditee’s response.

Preparation

None.

Notice

None.

Leader(s):

Leader Bios

Sefton Boyars, Sefton Boyars CPA

Until his retirement in October 1996, Mr. Boyars had functioned as the Department of Education’s Regional Inspector General for Audit in Regions IX and X for sixteen years. During his 35-year career, Mr. Boyars worked for a variety of governmental audit agencies, including the Internal Revenue Service; the Department of Defense; Health, Education and Welfare; the U.S. Department of Education and a California county. Mr. Boyars is active in his profession. He is a member of the California CPA Society and currently serves as the Chair of his chapter’s Government Accounting and Auditing Committee and is a member of the State Government Accounting and Auditing Committee. He also sits on the Qualifications Committee of the California State Board of Accountancy. He is a past Chair of the Western Intergovernmental Audit Forum and often served as chair or co-chair of its subcommittees and roundtables. Mr. Boyars is a past President of the San Francisco chapter of the Association of Government Accountants. He continues his active participation in his local Chapter. Mr. Boyars is an experienced trainer and has taught for many organizations, including the U.S. Department of Education, Management Concepts, the Republic of the Marshall Islands, the California State Controller, the California Association of State Auditors, the Los Angeles City Controller and the Association of Government Accountants. He received AGA’s National Education and Training Award for 1998.

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Non-Member Price $67.00

Member Price $58.00