The Audit Podcast

This week on The Audit Podcast, we're joined by Shagen Ganason, Group Chief Auditor, and Chief Audit Executive at Liva Group.   In this episode, Shagen shares the inspiration behind his new book, The Storyteller's Ledger, and why he believes storytelling is one of the most powerful tools internal auditors can develop. From rethinking traditional audit reports to presenting to the board, Shagen offers a practical framework for transforming audit communication—complete with templates, examples, and coaching strategies he's used with his own teams.   Be sure to connect with Shagen on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   4:30 – Keeping the Audit Committee Engaged 6:28 – Why Audit's Influence Matters 10:16 – Traditional vs. Story-Driven Audit Findings 13:48 – Turning Audit Reports Into Compelling Stories 16:55 – Highlighting Cause and Effect Clearly 20:16 – Storytelling to the Audit Committee 26:06 – Delivering a Clear and Confident Message 30:15 – Helping Your Team Master Storytelling 34:50 – Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week on The Audit Podcast, we're joined by Beth Womersley, Head of Assurance & Advisory Services at Universal Destination & Experiences. Beth shares her experience launching and leading ERM programs across multiple organizations. As internal audit teams take on more ERM responsibilities, she shares tips on where to start, how to get support from leadership, and what frameworks to consider. Be sure to connect with Beth on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   1:46 – How an ERM Expert Uses LLMs 6:13 – What Is Enterprise Risk Management (ERM)? 11:53 – Setting Up Your Team to Implement ERM 14:00 – Building the Business Case for ERM 19:12 – How to Pitch ERM to the Board 23:04 – Facilitating the ERM Process 30:40 – Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week on The Audit Podcast, we're joined by Nancy Yuen, Financial Data and VP of SOX Governance at SoFi.   In this episode, Nancy shares how emotional intelligence has been a driving force behind her career success—from her early days at KPMG to leadership roles at Clorox, Google, and now SoFi. Nancy realized she needed to intentionally build her emotional intelligence in order to thrive professionally. She opens up about that journey, how developing strong communication skills transformed her leadership style, and offers practical strategies others can apply in their own careers.   Be sure to connect with Nancy on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   3:10 - Strategies for Supporting an Overextended Team 8:22 -  Nancy's Journey to Finding Emotional intelligence 21:19 - Acting Classes for Auditors 28:50 – Letting Go of Ego to Build a Stronger Team 33:30 - Final thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.  

This week on The Audit Podcast, we're joined by Chris Denver, former CAE and IIA Chicago President.   In this episode, Chris walks us through the forward-looking staffing model he's developed—one that balances internal talent with digital tools and trusted external partners to create a more flexible, future-ready audit function. He shares how this hybrid approach not only drives efficiency but also helps his team stay responsive in a constantly changing business environment.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   2:40 – Using LLMs for Creativity and Innovation 5:00 – Rethinking the Traditional Audit Staffing Pyramid 11:20 – Why Automation Is Essential to the Evolving Audit Process 16:40 – Putting the New Internal Audit Model into Practice 19:30 – Preparing Future Auditors 23:03 – Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week on The Audit Podcast, we've gathered the best moments from our conversations with Agentic AI experts—featuring standout insights from Charles King, John Thompson, and Andrew Clark.   Be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   4:46- Charles King: Understanding the Fundamentals of Agentic AI   7:52 - John Thompson: Using Agents to Help Auditors Focus on What Matters Most   11:28 - Andrew Clark: Challenging the Conventional Thinking on Agentic AI   19:06 - Trent Russell: How Audits Fit Into the World of Agentic AI   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.  

This week on The Audit Podcast, we're joined by Rob Clark Jr., Chief Auditing and Compliance Officer at Howard University. In this episode, Rob breaks down the one skill that separates good auditors from great ones: communication. He pulls back the curtain on how he preps, practices, and performs, whether it's a team meeting, a presentation, or a high-stakes conversation. Be sure to connect with Rob on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   5:00 – Using ChatGPT to Learn About Cybersecurity 9:20 – Why Communication Skills Matter More Than Technical Know-How 15:30 – A Practical Approach to Building Confidence in Meetings 23:29 – How to Recover When a Presentation Doesn't Land 25:51 – Getting Started with Public Speaking 32:17 – How to Strengthen Your Presentation Skills 43:33 – Key Conversations Throughout the Audit Lifecycle 50:53 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week on The Audit Podcast, we're joined by Mark Freeman, Head of Internal Audit at Vermeer Corporation. In this episode, Mark shares insights from a recent CAE roundtable, where recruitment, audit committee metrics, and Copilot use cases topped the agenda. He also walks us through how he rebuilt internal audit's reputation at Vermeer after stepping into a challenging environment. Plus, he gives us a look at the actual metrics he shares with his audit committee—offering a practical starting point for your own reporting conversations. Be sure to connect with Mark on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   3:03 - Timeless Advice from Charlie Munger 7:15 - Rethinking Recruitment and Talent in Audit 12:10 - Unlocking the Full Value of Internal Audit 15:20 - Reframing the Image of Internal Audit 21:50 - Why Metrics Matter 27:58 - Must-Reads for Audit Professionals 31:30 - Implementing Copilot: AI in Action 39:15 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week on The Audit Podcast, we're joined by Taylor Meadows, Founder and CEO of Change Captain.   In this episode, Taylor shares his journey from manually managing IT change controls to founding Change Captain, a software solution that streamlines change management and R&D tax credit processes. We touch on organizations handle code changes, the risks involved, and how automation is revolutionizing compliance.   Be sure to connect with Taylor on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   3:50 - Advancing Learning with AI 6:26 - Navigating Change Management in IT 10:19 - The Origin Story of CrowdStrike 11:52 - Understanding System Limitations 15:56 - Handling Emergency Changes Effectively 17:07 - Data-Driven Decision Making 19:00 - Exploring R&D Tax Credits 21:52 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

We've tested Notebook LM again, an AI tool that transforms written articles into podcast episodes using artificially generated voices.   This time, we used an article by Monica Royal, founder of Nerd Nourishment. Monica attended the Mini Spring Audit Analytics and AI Conference and shared her key takeaways in a LinkedIn article. We uploaded her piece to Notebook LM, and the result is an unedited, AI-generated podcast episode.   Be sure to read Monica's article and to connect with her on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   2:04 - The Fast-Paced Evolution of Data in AI and Analytics   3:22 - Audit Analytics Strategy and Role Structuring   5:21 - Using Data to Keep Sewer Compliance Flowing   7:14 - Harnessing Copilot for Speed & Efficiency   9:42 - Managing Innovation and AI   11:15 - Making an Agent is Easier   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.  

This week on The Audit Podcast, we're joined by we're joined by David Hill, Managing Director of HillAudit Training Ltd.   In this episode, David challenges the idea that stability equals security and internal audit. He explores how budget cuts, resistance to change, and outdated processes can lead to disengagement—hurting recruitment, retention, and audit effectiveness.   He also shares strategies to combat stagnation, from fostering innovation to leveraging AI and analytics for efficiency.   Be sure to connect with David on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   2:40 - Shaking Up Complacency 9:17 - The One-Day Audit 12:57 - How Well do CAEs Know Their Budget 17:52 - How to Secure More Budget for Your Audit Goals 22:53 - How to Overcome Pushback  24:48 - Why Auditors Need Sales Skills  27:14 - Final thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week on The Audit Podcast, we're joined by Andrew Clark, Co-Founder and CTO of Monitaur.   In this episode, Andrew shares his unique perspective on agentic AI, challenging common assumptions about what AI agents actually are. He explores the marketing problem with AI and agents, why agents might not be what we think, and the governance challenges that come with them.   Be sure to connect with Andrew on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   5:22 – ChatGPT: Jack of All Trades, Master of None? 7:00 – Picking the Right Language Model 11:33 – What the Future Holds for AGI 16:15 – What AI Agents Are Really About 19:52 – The Marketing Issue with AI and Its Agents 25:06 – The Trouble with AI Agents 31:23 – How to Regulate AI and Its Agents 42:45 - Final thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week on The Audit Podcast, we're joined by Andrew Clark, Co-Founder and CTO of Monitaur.   In this episode, Andrew shares his unique perspective on agentic AI, challenging common assumptions about what AI agents actually are. He explores the marketing problem with AI and agents, why agents might not be what we think, and the governance challenges that come with them.   Be sure to connect with Andrew on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   3:48 - Using ChatGPT for Idea Generation 9:06 - Integrating Analytics into the Audit Process 16:12 - Navigating the Analytics Journey 22:04 - The Impact of Data Literacy 27:41 - SOX Automation 30:19 - Blockchain Trends in 2025 35:52 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.  

This week on The Audit Podcast, we're joined by Ishan Kunkur, Digital Analytics Program Manager at Delta Air Lines.   In this episode, Ishan shares how his team has embedded analytics into the audit process—from upskilling auditors with Power Query and Power BI training to automating SOX control testing, saving 360 hours annually. He explains how they evolved from performing analytics for audits to enabling auditors with data-driven tools, ultimately expanding into SOX automation and GRC dashboarding.   Additionally, we dive into the intersection of AI and blockchain, discussing how blockchain's immutable ledger can enhance AI models by ensuring data integrity. Ishan also shares his perspective on career growth in an AI-driven world, emphasizing adaptability and continuous learning.   Be sure to connect with Ishan on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   3:48 - Using ChatGPT for Idea Generation 9:06 - Integrating Analytics into the Audit Process 16:12 - Navigating the Analytics Journey 22:04 - The Impact of Data Literacy 27:41 - Animated Insights on SOX 30:19 - Blockchain Trends in 2025 35:52 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week on The Audit Podcast, we're joined by Courtney Dal Col, Director of Risk Advisory at Clearsulting.   In this episode, we talk about the role of SOX in big business changes and why it often gets overlooked. Courtney shares how to make sure SOX is part of the process from the start, helping to avoid last-minute problems.   She also explains why SOX is more than just a compliance task, how AI and automation are shaping its future, and what to expect from new regulations. Be sure to connect with Courtney on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   2:11 - Simplify Your Kitchen Workflow With ChatGPT 4:37 - Driving Real Change In Organizations 6:02 - Rethinking Your SOX Strategy 8:11 - Clarifying SOX Roles 12:28 - The Risk Of Ignoring SOX In Transformation 15:35 - Key SOW Factors In Transformation 17:00 - Syncing SOX With Business Goals 18:50 - Leveraging Existing Automation 22:11 - A SOX Transformation Case Study 25:02 - The Future Of SOX 29:49 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.   This episode is sponsored by Clearsulting.

This week on The Audit Podcast, we're joined by Eric Wilson, Director of Internal Audit & Chief Audit Executive of Gulfport Energy Corporation.   In this episode, we discuss how to build an effective audit committee dashboard. Eric explains how he created a Power BI dashboard that connects to his audit management system. This tool helps track progress, highlight issues, and answer important questions before they arise.   Eric shares the key benefits of using this dashboard to improve decision-making and efficiency in audit committees.   Be sure to connect with Eric on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   4:42 - Innovative Applications of ChatGPT 7:56 - Integrating Analytics Throughout the Audit Lifecycle 10:00 - AI and Analytics Plans for 2025 15:27 - New Technology in 2025 26:21 - How Audit Can Have More Influence 37:06 - Audit Committee Dashboards in Action 49:26 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.  

This week's episode, we're joined by Marc Tasse, MBA Program Director at the University of Ottawa. He also serves on the audit committee for the Ontario Treasury Board Secretariat and Public Safety Canada.   In this episode, he discusses whether people truly respect internal controls—from the board level to the first line—and the balance between repetitional and financial risk. Marc also shares the most important tasks for an audit committee member, the common challenges they face, and how internal auditors can better connect with their audit committees.   Be sure to connect with Marc on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:  2:34 - Researching Ethics with LLMs 6:15 - The Risks of Using Emojis in Emails 8:03 - Why Internal Controls Often Get Overlooked 12:16 - Managing Repetitional Risk Effectively 14:43 - A Real-World Fraud Case Example 16:25 - Key Responsibilities of an Audit Committee Chair 17:45 - The Measure of a CAE's Impact on the Board 19:20 - The Challenges of Being an Audit Committee Chair 20:59 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, we're joined by the Grant Thornton risk and advisory team—Andres Castañeda, Jaynitsa Paul, and EJ Jimenez.   In this episode, they explain their article Risk Management: Get Your Three Lines in Order in simple terms. They clear up common misunderstandings about the first, second, and third lines of defense in risk management. They also give real examples of when the system works well and when it fails—and why that matters.   Check out their article, and connect with Andres, Jaynitsa, and EJ on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 5:19 - How Grant Thornton Utilizes LLMs 8:43 - Understanding The Three Lines of Defense 16:49 -Best Practices for Physical Inventory Control 28:37 - Roles and Responsibilities in the Three Lines of Defense 32:13 - The Relationship Between Compliance and Internal Audit 34:53 - Common Misconceptions About The Three Lines of Defense 37:36 - External Audit's Role in The Three Lines of Defense 38:31 - Advantages of a Strong Third Line of Defense 42:05 - Tools for the Third Line of Defense 44:03 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

Trent's AuditBoard Webinar - Up Next for Internal Audit: AI Agents   This week, Trent answers common questions about agentic AI from his recent AuditBoard webinar.   In this episode, he explains how agents are changing audit and analytics—not by taking jobs, but by creating new opportunities. He breaks down the differences between agents and traditional analytics, showing how agents can adapt and handle failures smoothly. He also discusses why internal audit should be part of the AI/agentic AI governance conversations and how auditors can stay ahead in this fast-changing space.   Follow the link above to get an on-demand version of the webinar and learn how AI Agents can transform your audit processes.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, we're joined by David Dufek, Chief Internal Auditor at Principal Financial Group.   In this episode, David explains how to carry out a clear and effective risk assessment, making it easier to identify and prioritize potential risks. He also talks about the importance of aligning your audit work with the organization's main goals, so your efforts deliver real value. Finally, David outlines simple steps to create a focused and practical audit plan that fits your team's needs and resources.   Be sure to connect with David on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 3:00 - Exploring Notebook LM 8:40 - Emojis in Professional Emails 11:21 - Crafting a Comprehensive Risk Assessment 14:00 - Defining Strategic Objectives That Work 18:36 - Mastering the Scope of Your Audit Plan 24:08 - Demonstrating Value with FTE Metrics 30:40 - David's Internal Audit Wish List 33:35 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

Trent's AuditBoard Webinar - Up Next for Internal Audit: AI Agents   This week, Trent explains how AI Agents are set to transform internal audit. On January 22nd, he will host a webinar with AuditBoard to discuss generative AI for internal auditors, breaking down what AI Agents are and how they work. These agents handle tasks like analyzing data, writing reports, and reviewing findings, making audits faster and more efficient. If you're involved in SOX or similar work, this could be a game-changer.   Register today and learn how AI Agents can transform your audit processes.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, we're joined by John Thompson, Global AI Leader at EY.   In this episode, John explains how AI, especially agents, will shape the future of businesses and internal audit teams. He identifies 2025 and 2026 as pivotal years for agent technology and the tools that will emerge from it.   Be sure to connect with John on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 4:53 - Adopting a Safety Mindset for AI 8:38 - What's New in AI: Agents 11:42 - Real-World Examples of Agent Implementation 15:35 - Internal Audit and Resources for Agent Development 17:53 - New Terminologies Related to AI Agents 21:24 - The Path to AGI 22:36 - AGI and Robotics 24:54 - Will AI Help or Harm Society? 27:11 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, we're joined by Charles King, Internal Controls Leader in AI at KPMG US.   In this episode, Charles brings a unique perspective as both an AI expert and an audit professional, He looks back on key moments from 2024, talks about where organizations are on the maturity model, and unpacks the biggest topic of 2025: agents. Charles does a fantastic job breaking down what agents are and what they mean for audit professionals. Be sure to connect with Charles on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 3:33 - ParentGPT 8:11 - AI's Role in Internal Auditing 18:04 - What's Next for AI in 2025 26:45 - Exploring the Future of AI Agents 38:11 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.  

This week's episode features highlights from previous episodes, showcasing the best advice on AI.   This episode features insights from industry leaders: Badal Patel explores AI tools in the audit process, Ben Phillips discusses AI and inflation, Julio Tirado emphasizes responsible AI, Michael Pellet explains why all auditors should be data experts (but not necessarily AI specialists), and Richard Chambers shares how to use ChatGPT to optimize workflows.   Be sure to connect with Badal, Ben, Julio, Michael, and Richard on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes:   1:23 - Badal Patel: AI Tools and the Audit Process 7:05 - Ben Phillips: AI and Inflation 12:00 - Julio Tirado: Responsible AI 21:36 - Michael Pellet: Why All Auditors Should Be Data Experts (But Not Necessarily AI Specialists) 25:28 - Richard Chambers: Creating Image with ChatGPT to Optimize Workflow   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.  

This week's episode, we're joined by Haim Halpern, Co-Founder & CEO of Datricks. In this episode, Haim shares his experience in finance, auditing, compliance, and cybersecurity. He talks about trends in analytics and AI for internal audit, the value of real-time risk detection, and how Datricks helps organizations stay ready for audits. Haim also gives advice to aspiring audit executives and explains his passion for helping companies manage risk. Be sure to connect with Haim on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 7:38 - Trends in AI and Analytics 13:10 - How to Improve as a Chief Audit Executive 15:30 - Understanding the Business Side of Audit 19:08 - Integrating AI into Workflow 24:02 - What Drives Datricks's Passion 27:03 - How Datricks Helps Companies Stay Audit-Ready 29:43 - Cleaning Up After Implementation: Privacy Matters 35:05 - How Datricks Shows Risk in Real Time 38:52 - Final Thoughts *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.   This episode is sponsored by Datricks.

This week, we're testing an exciting new AI tool called Notebook LM. This tool takes written articles, processes the data, and turns them into podcasts with artificially generated voices.   We decided to try it out using an article by Monica Royal, founder of Nerd Nourishment. Monika attended the 2024 Audit Analytics and AI Conference and wrote a great LinkedIn article about her key takeaways. We uploaded her article to Notebook LM, and the result is an unedited, AI-generated podcast episode.   If you're curious about how AI can transform how we share and listen to information, give it a listen! Be sure to read Monica's article.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 0:48 - What's Notebook ML? 3:50– Insider Perspective on AI and analytics 4:55 – Exploring AI and Machine Learning 5:26 – How AI Is Transforming Security 7:00 – Storytelling Through Data Visualization 8:55 – Embracing Innovation and New Technology 10:02 – Closing Insights   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, we're joined by Tom O'Reilly, Founder of Internal Audit Collective.   In this episode, Tom talks about what he would change in the audit profession, the importance of bringing in outside perspectives, working with consultants during audits, and helping auditors grow their careers. Be sure to connect with Tom on LinkedIn.     Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 2:50 - What's in your Internet Browsing History? 8:27 – One Thing to Change About Auditing 13:58 – Adding Outside Perspectives to Audits 23:18 – Working with Consultants in Audits 28:46 – Helping Auditors Grow Their Careers 36:12 – Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, we're joined by Michael Pellet, Director of Internal Audit at Lyft. In this episode, Michael explores strategies for hiring and retaining top talent, highlighting his innovative staffing model. He emphasizes the importance of all auditors being proficient in data, even if they aren't experts in AI, and underscores the critical role of data governance in today's audit landscape. Michael also shares how marketing automation techniques can be adapted to enhance internal audit processes. Be sure to connect with Michael on LinkedIn.   Resources:   Why All Internal Auditors Need to Be Data Experts - Internal Audit 360   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 2:19 - What's in your Internet Browsing History? 6:10 - Tackling Hiring and Retention Challenges 16:17 - Innovative Staffing Model 18:03 - Why All Auditors Should Be Data Experts (But Not Necessarily AI Specialists) 27:28 - Why Data Governance Matters More Than Ever 36:48 - Applying Marketing Automation Techniques to Internal Audit 47:22 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, we're joined by Julio Tirado, Executive Vice President-Director of Internal Audit & Compliance at SpiritBank.   In this episode, we focus on responsible AI and effective strategies for managing new technologies. Julio shares insights on integrating AI in the workplace, understanding AI hallucinations, and exploring emerging AI trends. He also recommends some great AI resources.   Be sure to connect with Julio on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 1:07 - What's in your Internet Browsing History? 4:44 – Exploring Responsible AI 8:36 – Integrating AI into Your Workspace 11:35 – Applying Responsible AI to Internal Audit and Risk 18:24 – Understanding AI Hallucinations 22:27 – ChatGPT and Security Considerations 28:44 – Emerging Trends in AI Technology 37:58 – AI Community and Top Resources 42:36 – ChatGPT's Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, we're joined by Marie Walsh, Spotify's Head of Internal Audit and Risk.   In this episode, Marie shares her passion for guiding team members in their career paths, both within and beyond internal audit. She discusses her empowering strategies, including thoughtful one-on-one sessions that support individual growth, as well as her priorities for adding real value to Spotify's leadership. Be sure to connect with Marie on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 2:44 - What's in your Internet Browsing History? 6:38 - Analytics and AI Innovation at Spotify 10:00 - Guiding Your Team's Growth in Internal Audit 16:26 - Building Departmental Connections That Influence Beyond 20:16 - The Power of One-on-One Meetings 27:06 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, we're joined by Norman Marks, author, thought leader, blogger, teacher, and occasional consultant.   In this episode, Norman shares what he sees as the top priority for Chief Audit Executives and gives practical tips on handling budget challenges, especially as audit teams face higher demands without matching resources. Be sure to connect with Norman on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 4:47 - What's in your Internet Browsing History? 11:45 — Key responsibilities for CAEs 20:25 — Approaches to adding value 27:42 — Strategies for justifying budget for internal audit 36:00 — Achieving audit objectives 44:20 - Ways to Improve Your Thinking   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, we're joined by Richard Chambers, Senior Advisor over Risk and Audit at AuditBoard. In this episode, Richard explores the concept of connected risk, explaining what it means in today's environment and why it's become increasingly important. He also highlights key takeaways from his latest book, Connected Risk: Conquering the Perilous Risk Exposure Gap. Be sure to connect with Richard on LinkedIn. Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel. Timecodes: 2:50 - What's in your Internet Browsing History? 5:38 - Understanding Connected Risk in the Three Lines Model 9:02 - Responses to Connected Risk 12:00 - Key Traits of Connected Risk Thinkers 13:27 - The Future of Risk Management 15:53 - Preparing for Downstream Impacts 19:05 - Embracing Connected Risk Strategies 22:55 - Final Thoughts * This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, we're joined by joined by Stephanie Richard, Chief Audit Executive at Ally. In this episode, Stephanie shares how she transformed the culture and mindset of her internal audit team of over 150 auditors. She talks about the challenges of driving innovation in a large team, staying ahead of emerging trends, and guiding her department to become more data and AI driven. She also offers advice for current and aspiring CAEs on improving efficiency and impact. Be sure to connect with Stephanie on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 2:50 - What's in your Internet Browsing History? 5:55 - Shifting Internal Audit Mindsets 13:35 - Transforming a Large Audit Department 19:20 - Anticipating Risks as an Auditor 23:20 - Guidance for Aspiring CAEs 24:40 - Embracing Disruption in Audit 26:35 - Building Habits to Change Mindsets29:35 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, we're joined by Aaron Gagnon, Partner and Chief Audit Officer at McKinsey & Company. In this episode, Aaron shares his personal mantra, "show up and try," and explains how this mindset influences his work and life. He highlights his unique approach to hiring, focusing on both experience and key qualities that set candidates apart. Aaron also discusses the challenges of managing relationships across the C-suite, audit committees, and management staff, offering practical insights for handling these dynamics.  Be sure to connect with Aaron on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 3:38 - What's in your Internet Browsing History? 8:40 - Aaron's motto: "Show Up and Try." 16:15 - Aaron's Hiring Mindset 25:15 - Fraud Story 26:09 - The Challenge of Regulators as a CAE 29:14 - Building Relationships with Trust 32:44 - Building your Philosophy as a Leader 36:02 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, we are highlighting clips from previous episodes of the best advice about hiring and retention. In this episode, Scott Madenburg talks about the balance between recruiting for talent versus character, while Melissa Pici highlights the importance of screening candidates for passion, curiosity, and drive. Jo Erven shares her approach to preparing the next generation to tackle hiring and retention challenges, and Megan Blackstone outlines her company's process for building a talent pipeline that helps them fill roles within a month.   Be sure to connect with Scott, Melissa, Jo, and Megan on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 1:41 - Recruiting Talent vs. Character 7:47 - Screening Candidates for Passion, Curiosity, and Drive 11:03 - NextGen Solution to Hiring and Retention 15:11 - How to Build a Talent Pipeline and Fill Roles within a Month   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, we're joined by Jennie Wallace, CEO and Founder of Melody Advisory Services. Jennie brings a wealth of experience, having worked across the first, second, and third lines of defense in audit and risk management. In this episode, Jennie shares how management views audit from her experience on both sides of being an audit and helping with risk management. She highlights the importance of understanding and empathizing with management to strengthen auditor-client relationships. Jennie also discusses avoiding "dumb findings" that cause unnecessary friction and the importance of using good judgment when escalating issues. We wrap up by revisiting the topic of audit independence.   Be sure to connect with Jennie on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 5:16 - Music and Melody Advisory 5:58 - Learning Excel with ChatGPT 9:11 - What does Risk Management Think of Audit 12:28 - Developing an Auditor's Judgment 26:55 - The Flow Chart Story 34:33 - What does Independence Look like in 2024 40:55 - Co-source vs. Outsource 43:34 - How not to be a Trusted Advisor 47:48 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.  

This week's episode, we're joined by Mike Lynn, owner of ARG*O and Adjunct Professor at St. John's University. Recognized by the IIA as the "Funniest Accountant in America," Mike brings a unique perspective to the podcast. In this episode, Mike talks about the power of humor in business, including how he incorporates it into serious audit situations. He recounts his stand-up comedy background and discusses how improv skills can be invaluable in boardrooms. Mike even shares a memorable story of how a well-timed joke shifted the mood of an audit committee.   Be sure to connect with Mike on LinkedIn.   IIA Article - IAm Michael Lynn   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 7:13 - From Standup Comedian to Funniest Accountant in America 21:48 - Best Methods for Planning out Humor in your Presentations 30:30 - Internet Browsing History 34:35 - AI and Humor 38:36 - How Auditors can be Better at Improv 48:13 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics. *   AuditBoard's integrated suite of easy-to-use audit, risk, and compliance solutions streamlines internal audit, SOX compliance, risk management, and security compliance. Automate processes and improve execution with AuditBoard's purpose-built solution, which is designed to address the most pressing challenges of today's practitioners. Experience the latest in Audit, Risk, and Compliance technology. Visit AuditBoard.com to schedule your product walkthrough to see AuditBoard's award-winning platform in action today.   *   Want to start audit analytics but have limited time and technical skills? Need to get quick wins and demonstrate value fast? Supervizor is an audit analytics platform providing 350+ ready-to-use checks directly applicable to any financial system and industry, enabling internal audit teams to continuously monitor for risk and get the value of an audit analytics program in less than a week. Book a demo or visit Supervizor website.      

This week's episode, we're joined by Mark Houston, a Partner at Audient Group. He is a seasoned expert in Fraud Risk Management and Data & Analytics Strategy. In this episode, we explore the world of fraud detection as Mark shares his top two favorite fraud cases. We also cover current fraud trends in both organizations and personal life, introduce elder fraud protection, and highlight the use of data in audits.   Be sure to connect with Mark on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 6:05 - ChatGPT 10:49 - Fraud Use Cases 19:13 - Fraud Trends 28:50 - Elder Fraud 36:41- A Love Letter to Auditors 41:03 - Using Data for an Effective Audit 50:41 - Final Thoughts * This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics. * AuditBoard's integrated suite of easy-to-use audit, risk, and compliance solutions streamlines internal audit, SOX compliance, risk management, and security compliance. Automate processes and improve execution with AuditBoard's purpose-built solution, which is designed to address the most pressing challenges of today's practitioners. Experience the latest in Audit, Risk, and Compliance technology. Visit AuditBoard.com to schedule your product walkthrough to see AuditBoard's award-winning platform in action today * Want to start audit analytics but have limited time and technical skills? Need to get quick wins and demonstrate value fast? Supervizor is an audit analytics platform providing 350+ ready-to-use checks directly applicable to any financial system and industry, enabling internal audit teams to continuously monitor for risk and get the value of an audit analytics program in less than a week. Book a demo or visit Supervizor website.  

This week's episode, we're joined by Michelle Velez, Vice President of Internal Audit at ITT Inc. Michelle offers a unique perspective, having transitioned from a tax background into internal audit. In this episode, Michelle covers how to audit tax processes effectively, why tax strategies matter, and the role of analytics in making audits more efficient. Michelle also shares lessons from her first year as CAE and practical tips for improving audit processes.   Be sure to connect with Michelle on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 7:51 - Journey from Tax to CAE 11:14 - Where to Start in Audit from a Tax Perspective 13:47 - Lessons Learned from Being a CAE 16:58 - How to Audit Tax 22:28 - Tax Jurisdiction Information 27:24 - Efficiencies and ROI Hacks 30:46 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

Secure your spot at the 2024 Audit Analytics and AI Conference today!   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics. AuditBoard's integrated suite of easy-to-use audit, risk, and compliance solutions streamlines internal audit, SOX compliance, risk management, and security compliance. *   AuditBoard's integrated suite of easy-to-use audit, risk, and compliance solutions streamlines internal audit, SOX compliance, risk management, and security compliance. Automate processes and improve execution with AuditBoard's purpose-built solution, which is designed to address the most pressing challenges of today's practitioners. Experience the latest in Audit, Risk, and Compliance technology. Visit AuditBoard.com to schedule your product walkthrough to see AuditBoard's award-winning platform in action today.   *   Want to start audit analytics but have limited time and technical skills? Need to get quick wins and demonstrate value fast? Supervizor is an audit analytics platform providing 350+ ready-to-use checks directly applicable to any financial system and industry, enabling internal audit teams to continuously monitor for risk and get the value of an audit analytics program in less than a week. Book a demo or visit Supervizor website.  

This week's episode, we're joined by Kim Ford, Vice President of Internal Audit at Ingersoll Rand. In this episode, Kim shares her approach to building a strong internal audit function, including a program that trains auditors before moving them into the finance department, enhancing both controls and financial insight. She also discusses the evolving expectations of the audit committee, offering insights from a recent meeting, and explores how data and automation can boost audit efficiency, providing practical takeaways for listeners.   Be sure to connect with Kim on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 6:56 - Building Internal Audit Functions 9:31 - People, Processes and Technology 10:35 - Kim's Training Method 15:04 - What the Audit Committee wants from a CAE 17:23 - Best Ways to Measure Success 23:19 - RPA Use Cases 25:12 - The Personal Side of DA 28:12- The BTS of the Audit Committee Quarterly Updates 32:18- Taking Analytics to the Next Level 33:29 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, we're joined by Yasemin Agatan, Vice President and Chief Audit Executive at Clarivate. In this episode, Yasemin shares her unique journey and insights as a top executive in one of the world's most data-driven companies. She also discusses how she successfully shifted her department's focus from predominantly SOX work to a balanced mix of SOX and operational audits. Yasemin offers valuable insights into prioritizing risks, developing internal audit strategies over the years, and effectively communicating these strategies to the audit committee.   Be sure to connect with Yasemin on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Phoenix CFOLC Chapter Website: Phoenix - CFO Leadership Council  CFOLF Membership info: Membership - CFO Leadership Council    Timecodes: 5:53 - Internet Browsing History 9:25 - Taking Analytics to the Next Level 18:50 - Best Methods for Decreasing SOX and Increasing Operational Work 24:48 - Tools and Implementation 28:02 - The Benefits of Obtaining Certifications 31:27 - How to Present Strategies to the Audit Committee 35:55 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, we're joined by Ben Phillips, Chief Audit Executive at PetSmart. In this episode, Ben shares his unique insights into the value that internal audit resources can bring to an organization, particularly in driving effective change. He also discusses his involvement with the CFO Leadership Council, highlighting the top concerns and priorities of CFOs today.   Be sure to connect with Ben on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Resources: Phoenix CFOLC Chapter Website: Phoenix - CFO Leadership Council  CFOLF Membership info: Membership - CFO Leadership Council   Timecodes: 5:33 - ChatGPT 7:00 - Creating Change with Internal Audit 11:00 - Staying Up-To-Date with the Business of Audit 15:20 - AI and Inflation 20:09 - How to be a Better Auditor 21:51 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, we're joined by Derry Herring, Senior Vice President and Chief Audit Officer of Protective Life Corporation. In this episode, Derry discusses implementing new IIA Standards this year, highlighting challenges and lessons learned to ensure a smooth transition. He shares practical advice on avoiding pitfalls, strategies for expanding his audit team from 4 to 26 members, and useful Excel methods to streamline audit processes for smaller departments.   Be sure to connect with Derry on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 9:08 - The New GIS Standards 15:05 - Forming and Prioritizing Strategic Plans 17:13 - Implementing the New Standards 25:04 - Advice for Growing Your Internal Audit Department 28:40 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.  

This week's episode, we welcome back Justin Silberlust, Associate Director of Internal Audit at Oppenheimer & Co, and his brother, Dr. Jared Silberlust, an internal medicine physician. In this episode, Jared and Justin examine the "SPIKES" methodology. Originally developed for physicians to deliver bad news in a more positive light, this technique has found valuable applications in the auditing world, especially when communicating findings. They explore how auditors can incorporate SPIKES into their processes to handle tough conversations with stakeholders more effectively.  If you missed their previous discussion on motivational interviewing, be sure to check it out.   Be sure to connect with Justin and Jared on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 6:47 - SPIKES Protocol 10:25 - Setting Up the Interview 12:10 - Perception 18:10 - Invitation or Information 21:20 - Knowledge 24:00 - Emotions and Empathy 28:03 - Strategizing and Summarizing 32:31 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week we're joined by Anthony Pugliese, President and CEO at The Institute of Internal Auditors Inc. In this episode, Anthony discusses his plans for the IIA, including the Vision 2035 Initiative, which is set to shape the future of the internal audit profession. He shares insights on the project's goals, the rationale behind new topical requirements, and their implications for cybersecurity and beyond. Be sure to connect with Anthony on LinkedIn. Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 4:35 - ChatGPT 6:23 - How the IIA is Maintaining Relevancy 9:40 - Vision 2035 Initiative 16:50 - Risk, Compliance, Insights and Opportunities 25:35 - Topical Requirements 30:45 - IIA Supporting CAEs 33:30 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.  

This week, Badal Patel, Head of Data Analytics at Meta, joins the show.   In this episode, Badal discusses how Meta is leveraging API capabilities, incorporating Llama within its Internal Audit Department, utilizing AI tools in the audit process, and the advantages of training AI models from a specific date.   Be sure to connect with Badal on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 4:10 - Llama at Meta 10:45 - Leveraging Capabilities from APIs 11:30 - Internal Audit Summit at Meta 13:33 - Using Llama within Meta's Internal Audit Department 16:53 - AI Tools and the Audit Process 22:40 - AI and Productivity 26:08 - Training AI Models from a Certain Date 28:58 - Questions from Leadership about AI 30:22 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week, Katy Rich, the Chief Audit Executive at Williams, joins the show.   In this episode, Katy shares her experience on how to become a board member. Katy discusses how to enhance business acumen, provide insights into the client's perspective on audit reports, and evaluate the effectiveness of technology in an audit department.   Be sure to connect with Katy on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 5:47 - Developing a Better Business Acumen 10:44 - How to Become a CAE without an Audit Background 15:03 - The Client's Perspective on Audit Reports 19:04 - GIS Working Within Audit Teams 20:46 - Developing Rapport with your Clients 27:23 - Advice on How to get on a Board 34:28 - The Effectiveness of Tech within an Audit Department 37:27 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week, Joe Earl, Director of Internal Audit at Sutter Health, joins the show.   In this episode, Joe discusses the significance of data literacy and its impact on professionals in the audit field. He provides insights on how to develop data literacy, how it can enhance understanding of the audit business, and shares resources for those eager to learn about data literacy.   Be sure to connect with Joe on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 2:48 - ChatGPT 5:42 - How to Develop Data Literacy 8:25 - Defining Data Literacy 13:50 - Data Literacy Resources 17:03 - Why Having Data Literacy Just Makes Sense 25:20 - How Data Literacy is Making Better Auditors 28:30 - How Data Literacy Can Help You Understand the Audit Business 32:30 - When Do You Know to Pay a Hospital Bill 35:10 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.  

This week, we're excited to welcome Justin Silberlust, Associate Director of Internal Audit at Oppenheimer & Co, and his brother, Dr. Jared Silberlust, an internal medicine physician, to the show.   In this episode, Justin and Jared share their insights on motivational interviewing from an audit perspective. They discuss developing audit plans with empathetic intent, how to roll with resistance, and ways to support self-efficacy.   Be sure to connect with Justin and Jared on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 3:35 - ChatGPT 7:25 - Motivational Interviewing Relating to Internal Audit 9:36 - Motivational Interviewing 19:20 - Motivational Interviewing from an Audit Perspective 22:51 - Developing Audit Plans with an Empathetic Intent 27:58 - Rolling with Resistance 30:25 - Supporting Self Efficacy 32:22 - Final Thoughts   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week's episode, The Audit Podcast does a special 'Best of the How-To's' edition. This episode features multiple experts who explain the "how" behind their insights. From thought leadership to actionable steps, we've compiled practical advice you can implement right away.   Be sure to connect with Be sure to connect with us on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 1:32 - Andre Reid - How to Add Value to your Organization 4:30 - Dr. Rainer Lenz - Actionable to be More Effective 6:28 - Jami Shine - How to Realize your Strengths and Weaknesses 8:24 - Judson Aiken - How to Get Started with ESG 10:37 - JT Erwin - How to get into Data as an Auditor   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.  

Ep 195: Best of the How-To's: Actionable Advice from Experts - Part 1   This week's episode, The Audit Podcast does a special 'Best of the How-To's' edition. This episode features multiple experts who explain the "how" behind their insights. From thought leadership to actionable steps, we've compiled practical advice you can implement right away.   Be sure to connect with Be sure to connect with us on LinkedIn.   Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok.   Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel.   Timecodes: 1:52 - Melissa Pici - College Courses for CPEs 3:13 - Charlie Page - Learning SQL Skills 4:31 - Daniel McCarville - Bedford's Law First Digit Test 11:25 - Clarissa Lucas - How to Get Clean Data Faster 14:00 - Christopher Chin - How to Create Clarity with Data Visualizations   *   This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype.  Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.