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Auditor Programs from Joan Pastor

Leading-Edge Programs in Enterprise Risk Management, Control Risk Self Assessment and Interviewing for Fraud.

Critical People Management and Communication Skills for Auditors. 

Author of new IIA book: Conflict Management and Negotiation Skills for Internal Auditors.

Exclusively Represented by Promenade

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Book Testimonials:
"Dr. Pastor provides a clear, concise and insightful roadmap for auditors to use in managing assignments. Auditors by the nature of their work, are change agents. This book provides a wealth of tools and techniques to enable auditors to lead, drive and facilitate change in a variety of settings."
Paul W. Barnes, Senior Vice President/Quality & Innovation Manager  BB&T Corporation
 
"Joan does an excellent job of marrying her background in psychology with knowledge of internal auditing to offer a new perspective on how auditors should approach conflict resolution and negotiation... This book is almost as good as being at one of Joan's seminars."
J. Mike Jacka, CIA, CPA, Senior Audit Manager, Farmers Insurance
 
"Joan Pastor's thorough understanding of the real life of an auditor makes this book easy to read and extremely useful. The exercises at the end of each chapter are great tools, whether you are the CAE or the newest staff member...This book is truly insightful in terms of understanding the fundamentals of human relations, both professional (audit) and personal (family and friends). This is a "must read" for internal auditors."
William (Bill) J. Mulcahy, CIA, CPA Chief Audit Officer, Emory University
 
 

Audit Profession Expertise 

 

Want to save travel expenses or preview Joan live?

   See us about Joan's upcoming schedule:

 

July 8: IIA International - San Francisco

 

  Since 1987, Joan has trained tens of thousands of auditors, risk and finance professionals around the world. Joan has been a frequent speaker and seminar leader for at least 50 chapters and conferences for the Institute of Internal Auditors (IIA) and American Institute of Certified Professional Accountants, as well as for the MIS Training Institute, the BIA, ICBI-Europe, AHIA, and the ISACA. She worked extensively with the International Commission Against Corruption on innovative interviewing techniques with personalities showing a high risk for fraud. 

 

  Joan is/has developed numerous programs for the IIA, including ones for whistleblowing, communication skills and ERM Implementation, and is helping the AICPA develop guidelines for the management of audit committees.

 

   The IIA recently published Joan's new book: Conflict Management and Negotiation Skills for Internal Auditors. It is available at: www.theiia.org/bookstore/ . Savings are available for IIA members, quantity buyers and those who order at her IIA events.

 

   Joan completed her doctorate in Industrial-Organizational and Clinical Psychology in 2003 - one of the few with both accreditations. She finished a post-doctoral program (#PSB-31785), in order to become a licensed psychologist, supervised by Dr. Jim Graves, Ph.D. and President of Performance Management Associates.

 

   Joan focuses on Enterprise Risk Management (ERM) and Control and Risk Self Assessment (CRSA) methodologies and critical people skills, such as internal negotiations, communications, business mapping, interviewing and presentations. She is a pioneer in ERM and CRSA training ( Click: CRSA Training for Auditors - Level 1 or CRSA Training Levels 2-4 ) and the recent attention to corporate governance has driven the popularity of these programs to new heights. Her courses run from one half to four days and are highly tailored to match your challenges, experience level and industry. They are supported by comprehensive workbooks.

 

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Proven Implementation:

   Some of Joan's more sensitive projects involved collaboration with the audit department at a major airline to re-engineer their core business processes due to critical operational risk issues related to passenger safety, customer service and on-time departures.  She also assisted auditors in uncovering several embezzlement and fraudulent practices, and then worked alongside HR and legal to provide advise on how to manage the potentially guilty parties. More case histories are available upon request.

   

   At least 50 different organizations are using Joan’s programs for developing and facilitating risk assessments, many of which are process based.  She worked with Pacific Bell (now SBC Global), Branch Banking & Trust (BB&T), and selected Blue Cross/Blue Shield Audit Groups to develop the first CRSA/ERM training courses, which are continually updated. 

 

Special Offers:

   Joan will provide a selected keynote for free when combined with a same-day training or ongoing consulting projects. Perfect for association events.

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Training 

(contact us for program details or visit: www.jpa4auditors.com )

 

Fraud, Ethics & Whistleblowing

  • Fraud: The Psychology Behind Unethical Behavior and White Collar Criminals
  • Interviewing for Fraud
  • WhistleBlowing Procedures: What to do, How to do it, Understanding the Psychology Behind it

 

General Audit Development

  • Business Process Mapping Skills for Auditors
  • Implementing CRSA and ERM Methodologies in your Organization
  • CRSA Training for Auditors - Level 1 (click title for details)
  • CRSA Training Levels 2-4 (click title for details)
  • Using ERM &/or BPM to Implement Sarbanes-Oxley 404
  • Understanding Operational Processes, Risk and Controls
  • Process Consulting Skills for Auditors and Risk Professionals
  • Managing Resistance and Changing Behavior In Yourself And Others
  • Project Management Skills for Internal Auditors
  • Communication, Consultation and Customer Service Skills                                         
  • Running Effective Audit Meetings: The Science & Art of Facilitating Meetings in Risk Professions
  • Tying Performance Measurement to Strategic Goals and Operational Processes
  • How to Turn Soft Controls Into Controls you Can Audit
  • Following Up After the Audit: Benchmarking Best Practices
  • Continuous Monitoring

People Skills

  • Effective Communication Skills for Auditors
  • Effective Interviewing Skills for Auditors
  • Conflict Management & Negotiation Training by Joan Pastor, Ph.D. (click title for details)
  • Handling Difficult People and Difficult Risk Management Situations
  • Leadership Skills For Auditors
  • Presentation Skills For Internal Auditors
  • Conquering the Fear of Public Speaking
  • Cultural Diversity And Cross-Cultural Communications
  • Listening Workshop

Professional & Personal Development

  • Understanding and Implementing Organizational Change
  • Changing Behavior in Yourself and Others/The Auditor as Change Agent
  • Stress Management: Manage Yourself While Managing Others
  • Emotional Intelligence: Personal & Professional Development Workshop

Management 

  • Performance Management, and Coaching Skills For Audit Managers
  • Internal Marketing Skills for Audit Managers
  • Building Collaborative Partnerships Across the Organization
  • Leadership Skills for CAEs and Audit Managers
  • Leadership Assessment, Development, Feedback and Coaching Bootcamp
  • Giving Bad News to Clients/Employees
  • Effective Communications for Audit Managers
  • Working with the Audit Committee

Train the Trainer and licensing for remote locations are available.

 

Keynotes (many trainings can be keynotes)

  •  Leadership: When It’s Healthy, When It’s Not, and What We Can Do About It.
  • The Relationship Between Leadership and Emotional Intelligence
  • Emotional IQ: Smart Living for Personal and Professional Development
  • So, You Think You’re a Good Communicator?
  • The Breakthrough to Success: How to Get Out of Your Own Way and Live the Life You Desire!

For more details on programs, you can also visit Joan's site at www.jpa4auditors.com .

 

Click to read Articles by Joan Pastor, Ph.D.:

The Psychology of Audit by Joan Pastor

 

The Internal Audit and Communication Skills

 

Effective Facilitation: Interpersonal Radar by Dr. Joan Pastor

Phone: 718 (space)789 (space) 1136 
    E-mail: mtaubleb (at) promenadespeakers (dot) com
 
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