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Promenade Speakers Bureau LLC
Joan Pastor - Training for Audit Professionals
Joan Pastor - Training for Audit Professionals

 

 

Joan Pastor's Topics:
Fraud, Ethics & Whistleblowing

  • Fraud: The Psychology Behind Unethical Behavior and White Collar Criminals
  • Interviewing for Fraud
  • Ethical Challenges and Working Values that Auditors Face (can be modified for managers, finance, sales, leadership and corporate executives)    
  • 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 Facilitation Training for Auditors - Fundamentals
  • CRSA Facilitation Training - Levels 2-4
  • Using ERM &/or BPM to Implement Sarbanes-Oxley 404
  • Understanding Operational Processes, Risk and Controls
  • Process Consulting Skills for Auditors and Risk Professionals
  • Risk Assessments: What are they and How to Conduct Them
  • Project Management Skills for Internal Auditors
  • Running Effective Audit Meetings in Risk Professions
  • Tying Performance Measurement to Strategic Goals and Operational Processes
  • How to Turn Soft Controls Into Controls you Can Audit
  • Continuous Monitoring After the Audit: Benchmarking Best Practices

 People Skills

  • Effective Communication Skills for Auditors
  • Effective Interviewing Skills for Auditors
  • Managing Resistance and Changing Behavior In Yourself And Others
  • Communication, Consultation and Customer Service Skills  
  • Conflict Management and Negotiation Training
  • 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
  • The Consultative Approach to Auditing
  • Collaborative Selling for Auditors

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/Leadership/Business Development 

  • 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
  • Sales Skills for Audit Directors and CAEs
  • Leadership Assessment, Development, Feedback and Coaching Bootcamp
  • Giving Bad News to Clients/Employees
  • Effective Communications for Audit Managers
  • Leadership and Working with the Audit Committee
  • Developing Cost-Effective Orientation and Peer Coaching Training for New Hires
  • A Step by Step Process for Contracting with Audit Clients on Special Projects

Keynotes (many trainings can be keynotes and vice versa)

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


Joan Pastor – Bio

   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 Institute of Internal Auditors events as well as for the American Institute of Certified Professional Accountants, 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. She is among the nation’s leading independent speakers, trainers and executive coaches for audit professional development.

   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. In June 2007, The IIA published her book: Conflict Management and Negotiation Skills for Internal Auditors. 

   Joan completed her doctorate in Industrial-Organizational and Clinical Psychology in 2003. She has now completed her post-doctoral program (#PSB-31785), in order to become a licensed psychologist.

   Joan focuses on Enterprise Risk Management (ERM) and Control and Risk Self Assessment (CRSA) methodologies and critical people skills, such as leadership/management coaching, internal negotiations, communications, business mapping, interviewing and presentations. She is a pioneer in ERM and CRSA training. 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. 

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.

   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. 

 

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