Jamming with Jason Podcast

Interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in internal audit, risk management, and compliance. The #1 podcast in the world for internal audit.

Jason Mefford is a Rock Star - Internal Audit, Risk Management and Compliance. He helps Chief Audit Executives (CAE) and professionals with technical & soft-skills training and coaching to navigate the mine fields of audit, risk and compliance in organizations. http://www.jasonmefford.com and http://www.meffordassociates.com

You can also listen on:

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Show Notes and Downloads

E87 Flashback Friday: Moving From A CPE Mindset To Lifelong Learning

Many professionals get caught in a CPE mindset when it comes to professional development. A CPE mindset will not get you promotions or new positions. In the knowledge revolution, we have to become lifelong learners - those concerned with learning and growing each day, week, and month - not just completing hours of random CPE each year. Find out how to switch mindsets, increase your likelihood of having your training requests approved, and some questions you can ask yourself to be proactive with your learning opportunities.

E86 Soap Boxes and Podcasts with Trent Russell

In this special episode of #jammingwithjason #internalauditpodcast I talk with Trent Russell the host of "The Audit Podcast" about the profession of internal auditing and some "soap box" issues we both feel strongly about to help improve internal audit in organizations. It's a dual interview style, so you get to hear questions and answers from both of us. Double bonus 🙂

If you haven't already subscribed to The Audit Podcast, here is the link for it on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-audit-podcast/id1502796518

Trent is also a subject matter expert on data analytics with Greenskies Analytics. You can learn more at: GreenskiesAnalytics.com

E85 Flashback Friday: Auditing Humor and Other Oxymorons with Mike Jacka

As auditors we tend to be a very serious group of people. In our attempt to appear competent and professional we often switch over into the boring, robot-like realm ... a place that gives rise to much of the auditor stereotypes.

In this episode we discuss how humor and creativity can actually make us better auditors and more effective in our job, plus we have a lot more fun doing the work. I'm joined by Mike Jacka, a truly hilarious auditor who has been waving this flag for decades. Come laugh with us on this episode and walk away with some advice for how you too can incorporate more humor and creativity into auditing.

Mike Jacka is the Chief Creative Pilot of Flying Pig Audit Consulting and Training Solutions.

You can get a copy of Mike's book "Auditing Humor: and other oxymorons" through the IIA Bookstore or on Amazon at: https://www.amazon.com/Auditing-Humor-oxymorons-Mike-Jacka/dp/0991280903/ref=sr_1_6

You can reach out to Mike at: mjacka@fpacts.com

E84 Traditional Internal Audit is Dying

For the times, they are a changing in the internal audit profession.

You can choose to stick your head in the ground and ignore what's going on, but you may end up like some CAEs who just got let go from their positions for sticking with a traditional internal audit mindset.

In this week's podcast I share why Traditional Internal Audit is dying. We've been seeing this for years, but I share with you some recent events and evidence that prove again that this is the trend we are seeing.

If you are still spending most of our time auditing lower level process controls and focusing on historical events and internal controls, you are probably stuck in the traditional rut and need to start working your way out by transitioning to a true risk-based internal audit methodology.

Value-based auditing, objective-based auditing vs. risk-based internal auditing I also discuss in this episode.

E83 Flashback Friday: Welcome to the Jungle of Online Training

Seems like everyone and their dog is now offering online training saying the equivalent of "We got everything you want honey, We are the people that can find whatever you may need. If you got the money, honey we got your disease."

I've been in the online space now for about 10 years, and I know all the different words people use may be a little confusing to know exactly what you are getting.

In this #jammingwithjason #internalauditpodcast I do a little public service announcement (PSA) to help you hack your way through the jungle by explaining what certain words mean in the online space, what you can expect by the words used, and three questions to ask yourself before you register or purchase online webinars or course ... so you know what you are getting and don't get surprised.

Online vs. virtual. Learning vs. training. Webinar vs. course. On-demand, forum, summit, in-person ... and the list goes on ... I discuss each, so you are better prepared to find exactly what you need in the online space.

If you are interested in a learning platform that was around long before the pandemic, and will be around long after, check out cRisk Academy: the largest on-demand, webinar, and certification learning platform for internal auditors.

Join thousands of professionals getting technical, soft-skills, certifications, and community though cRisk Academy. Lifetime access, 30-day money-back guarantee, and an online community included with all on-demand courses.

https://ondemand.criskacademy.com/?affcode=105582_jpp6czlf

E82 Personality-Based Internal Auditing with Barbara Siegenthaler

A lot of people are advocating auditing culture. Problem is, it's very squishy and difficult to objectively audit. A much more practical approach is to utilize some newer research around Personality System Interaction (PSI) patterns and utilize the Organizational Personality Framework which provides new, innovative levers for change, based on analyzing the organization's preferred personality system interaction patterns.

In this #jammingwithjason #internalauditpodcast I am joined by Barbara Siegenthaler, a pioneer in a systemic approach that combines business expertise and PSI theory into a 360° degree testing and thinking grid for human factors - across the organization. She is the founder of The Organizational Personality Framework and the Personality-based Internal Auditing PBA® methodology.

Both approaches leverage the explanatory and predictive value of the Theory of Personality Systems Interactions. PSI Theory is a meta model from the domain of personality and motivation psychology, considered by academic psychology in Germany as "groundbreaking" and "highly innovative".

​This is an episode when I had the opportunity to geek out with Barbara and show how we can improve what we do as #internalaudit when we apply principles from other disciplines into how we audit.

Learn more about Barbara and these principles at: https://www.personality-based-audit.com/ and https://www.savanteon.com/

 

E81 Relevance and Relationships with Hal Garyn

In this #jammingwithjason #internalauditpodcast I'm talking about relevance and relationships with the one and only Hal Garyn. If you don't already know Hal, you should.

For many years #internalaudit has been losing its relevance in some organizations, and if you were having trouble with your relevance before, after what we've experienced in early 2020, your job just got harder. But fear not, in this episode we discuss what you can do to become more relevant.

Since 80% of challenges stem from relationship issues, it's also fitting that we discuss relationships. If you want a seat at the table you have to earn it, and keep it. The way you do that is by showing your relevance and developing relationships.

As I mention at the end of the episode, if you are a Chief Audit Executive and struggling with either of these, please reach out to me. Send me an email or message me through LinkedIn.

 

E80 Lead Your Team Well

I've had the Crosby, Stills, Nash and Young song "Teach Your Children" in my head this week, which made me ponder about how we need to also "lead our team well."

"You who are on the road, must have a code that you can live by" which I believe is servant leadership.

We don't often talk about leadership, or have leadership training opportunities for ourselves or our team in internal audit, but these skills are some of the most important ones for us to acquire and develop. Exactly the sort of thing we work on in the CAE Forum.

When we show up as a servant leader, productivity increases, we work less, have less stress and you "can look at them and sigh, and know they love you."

I can't cover everything in one episode, so here is a great leadership training opportunity for you and your team. Make sure to share this with your whole team ... and it's free. When you learn and implement these four secrets you will see an increase productivity.

4 Secrets to Leading Productive and Thriving Audit Teams
Tuesday, June 30, 2020 · 9:00 AM PDT
https://www.bigmarker.com/crisk-academy/4-Secrets-to-Leading-Productive-and-Thriving-Audit-Teams

Here's to leading your team well this next week!

E79 Get Out of BED with Marty Stanley

Imagine you are in your BED and just don't want to get out. You might feel a little fear, depression or shame. You want to pull up the covers and stay exactly where you are, but it's time to flip off the covers, jump in your canoe and start paddling with your OAR and go from playing the role of a victim to becoming the victor.

I'm joined by my dear friend Marty Stanley on this #jammingwithjason #internalauditpodcast to discuss her "Get Out of B.E.D." model. A simple model you can remember and use to get you out of blame, excuses, denial / drama and instead take ownership, accountability, and responsibility for you actions. Get out a pen and paper so you can draw the model and we talk through each part.

This simple model has helped me for years and I am so excited to share Marty and her model with each of you.

To get a copy of the Get Out of B.E.D. model and connect with Marty, visit her website: http://alteringoutcomes.com/ email her at: martystanley@alteringoutcomes.com, or connect with her on LinkedIn: https://www.linkedin.com/in/martystanley/

E78 RESPECT For Internal Audit

I hear some Chief Audit Executives complaining they "don't get no respect" like a Rodney Dangerfield comedy skit. When Dangerfield said it, it was funny. Not so if you find your self saying that in real life.

In this week's #jammingwithjason #internalauditpodcast I discuss RESPECT for internal audit. You see, respect is a two way street. There are some things we need to do as individuals and as a profession to get the respect we want. I dig into some questions to ask yourself and practical steps you can start taking today.

And ... an episode about RESPECT wouldn't be complete unless I sang a little Aretha Franklin, and told a few Rodney Dangerfield jokes too.

Please share this episode with your friends and colleagues.

If you are a CAE, book your call to join a community of like-minded CAEs in the CAE Forum. When you join the CAE Forum you will get much more clarity on exactly how you can get the RESPECT you deserve and elevate the status of internal audit in your organization. https://jasonmefford.mykajabi.com/caeforum

E77 Time Keeps On Slipping Slipping

If I could save time in a bottle, ahhh those beautiful words from Jim Croce. Problem is you can't. The one thing all humans have an equal amount of is time ... the challenge for most of us it just keeps slipping, slipping away and we wake up years later in exactly the same place.

The quality of your life depends on the choices you make and how you "take" time. It's time to quit complaining or thinking you don't "have enough time" or "now is not a good time." TODAY is the best day to start making changes and take the time to have a better life.

Listen in on this week's #jammingwithjason #internalauditpodcast at: http://www.jasonmefford.com/jammingwithjason/ or where ever you enjoy listening to podcasts, like Apple Podcasts. While you are there, please leave a review so you can be featured on a future episode.

Oh, and for those of you that enjoy it, the guitar comes out again in this episode 🙂

One thing that is slipping, slipping away is your ability to join the Chief Audit Executive Forum. If you are a #chiefauditexecutive and ready to take your career to the limit in a community of like-minded peers, book your call and join the #CAE Forum: https://jasonmefford.mykajabi.com/caeforum

Your career will thank you, and so will your sanity.

#timemanagement

E76 Community and Coaching

In order to really learn we need knowledge, skills, abilities and experience. Abilities come from taking knowledge and skills we acquire and through reflection and application figuring out how to apply them to our situation and circumstance for our benefit. We then fully learn through repetition and experience actually doing those things.

In this #jammingwithjason #internalauditpodcast episode I dig into why this is so important and how we do this.

Listen in at: http://www.jasonmefford.com/jammingwithjason/

I've read thousands of books in my life, but the knowledge does no good if I stop with reading the book (knowledge). The great Bruce Lee said, “Knowing is not enough, we must apply. Willing is not enough, we must do.”

The fastest way to transform knowledge into action and wisdom is by joining a community of like-minded people, and investing in coaching.

If you are serious about lifelong learning and transforming yourself for your success in life and your career, listen to learn how to turbo-charge your learning.

If you are a #chiefauditexecutive and ready for a community of like-minded peers and coaching, join the #CAE Forum: https://jasonmefford.mykajabi.com/caeforum

If you are in #internalaudit and was a community of like-minded peers, join the cRisk Academy Facebook group: https://www.facebook.com/groups/criskacademy/

The documentary about the community of musicians in Laurel Canyon area of Los Angeles that I mentioned in this episode is called: Echo in the Canyon. Well worth a watch if you love music like I do 🙂

#lifelonglearning

E75 The Tables are Turned with Silvia Puhani

Normally I'm on the side of the table asking questions and interviewing guest, but in this very special #internalauditpodcast episode of #jammingwithjason you get to experience Silvia Puhani interviewing me.

Silvia recently interviewed me for her podcast: Interne Revision, and graciously gave me access to the recording so I could also share it with you.

We discussed:
- my career
- the differences between internal and external auditing
- how you can improve your internal audit marketing
- how to communicate effectively, and
- my views on the future of internal audit

For those of you that speak German, make sure to check out Silvia's podcast: https://www.puhani.com/index.php/podcast-2/

 

E74 Limitless Learning

In this #jammingwithjason #internalauditpodcast episode I dig into improving your learning so you can unlock your limitless potential. It's a bit of a potpourri episode, one where we literally talk about potpourri, but a few other topics besides learning 🙂

You don't just need training, you need to LEARN ... and they are two different things. You can take a training and not learn anything, and you can learn without going to training. To learn you need a combination of knowledge, skills, abilities, and experience. Training only helps you with the first two.

One of the best ways to improve your abilities and get experience is through community with others. Without this aspect of learning you really don't integrate and "learn" the information fully.

Come join me in some communities where I hang out so we can interact directly. Podcasts, while they are fabulous are a one-way communication. When we connect in community the conversation can go both ways.

For a community of like minded internal auditors on a full learning platform check out the cRisk Academy Facebook Group: https://www.facebook.com/groups/criskacademy/

For a community of like minded Chief Audit Executives, check out the CAE Forum: https://jasonmefford.mykajabi.com/caeforum

For a community of like minded CIA candidates, check out the CIA Discussion Group: https://www.linkedin.com/groups/13732881/

Here's the book I reference in this episode, that is a must-read for anyone who is serious about life-long learning.

"Limitless: Upgrade Your Brain, Learn Anything Faster, and Unlock Your Exceptional Life" by Jim Kwik: https://www.amazon.com/Limitless-Upgrade-Anything-Faster-Exceptional-ebook/dp/B082ZQDH63/

E73 Welcome to the Jungle of Online Training

Seems like everyone and their dog is now offering online training saying the equivalent of "We got everything you want honey, We are the people that can find whatever you may need. If you got the money, honey we got your disease."

I've been in the online space now for about 10 years, and I know all the different words people use may be a little confusing to know exactly what you are getting.

In this #jammingwithjason #internalauditpodcast I do a little public service announcement (PSA) to help you hack your way through the jungle by explaining what certain words mean in the online space, what you can expect by the words used, and three questions to ask yourself before you register or purchase online webinars or course ... so you know what you are getting and don't get surprised.

Online vs. virtual. Learning vs. training. Webinar vs. course. On-demand, forum, summit, in-person ... and the list goes on ... I discuss each, so you are better prepared to find exactly what you need in the online space.

If you are interested in a learning platform that was around long before the pandemic, and will be around long after, check out cRisk Academy: the largest on-demand, webinar, and certification learning platform for internal auditors.

Join thousands of professionals getting technical, soft-skills, certifications, and community though cRisk Academy. Lifetime access, 30-day money-back guarantee, and an online community included with all on-demand courses.

https://ondemand.criskacademy.com/?affcode=105582_jpp6czlf

E72 A Touch of Grey

If you've ever wondered what psychology, science, mindfulness, and music have to do with internal audit, this #jammingwithjason episode will explain. When you listen, you will see I'm not as crazy as I may first appear 🙂

Traditional internal audit is no longer serving our organizations, and it's time to start a revolution and shake it up baby, twist and shout our way to being elevated so we can fly like the eagles in our organizations and be seen as trusted advisors adding real value. It's time to live from a place of possibilities and opportunity instead of being stuck in fear, negativity, and communication breakdowns.

Even when it's worse than it appears, it's alright. We will get by, we will survive ... together.

Listen in at: http://www.jasonmefford.com/jammingwithjason/ or where ever you enjoy listening to podcasts.

If you listen to the podcast, please do me a favor.
1. Connect with me on LinkedIn: https://www.linkedin.com/in/jasonmefford/
2. Send me a personalized connection request and let me know you listen to the podcast (if you don't personalize the invite I may not approve due to all the random, spamming requests I get each day)
3. Let me know what you like the most about the podcast
4. Bonus points if you can list the songs/artists I made reference to during the podcast and in the show notes

Jamming with Jason is the #1 #internalauditpodcast in the world has interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in #internalaudit, risk management, and compliance.

E71 Myth Busting the CPE Training Mindset

I love to learn, and love teaching and coaching others so they also learn. In the knowledge economy our brains are our most valuable asset. In this #jammingwithjason #internalauditpodcast episode on "Myth Busting the CPE Training Mindset" I discuss four mistakes I see people making holding them back and limiting their personal and professional development.

As you can guess by the title, having a CPE-only mindset is one that must be replaced by life-long learning. Listen in to see what other three are and how to bust through and break on through to the other side.

Listen in at: http://www.jasonmefford.com/jammingwithjason/

If you are ready to take action on your personal and professional development, here's a great opportunity. In April 2020, cRisk Academy is offering a 50% discount on all their on-demand courses.

For you and your team to take advantage of this special opportunity all you need to do is:

1. Use this link to sign up for a FREE account:
https://ondemand.criskacademy.com/?affcode=105582_jpp6czlf
2. Use coupon code: APRIL2020-50 when you register for any courses.
3. Use the coupon for any and all courses, as many times as you want until the coupon expires the end of April.

I hope this helps you and your team.

It can literally save you thousands of dollar in your training budget this year. For example, you can save $1,250 on the cRBIA course with this link: https://ondemand.criskacademy.com/p/certified-risk-based-internal-auditor-crbia/?coupon_code=APRIL2020-50

But, the coupon expires 30 April at 11:59pm Pacific Time. Are you going to take advantage of this opportunity, or just let it slip sliding away?

E70 Dealing with People You Can't Stand with Dr. Rick Brinkman

As auditors, we often deal with people who are defensive, have difficult behaviors, or have whining and negative demeanors. Wouldn't it be great is we had some tips for how to deal with all three to help make our job's easier.

Listen in to this special episode, where we dive into all three. Make sure to grab a pen and paper when you listen to this episode since there is so much good content.

I'm joined by Dr. Rick Brinkman who is the coauthor or author of 6 McGraw Hill books, including: Dealing with People You Can't Stand: How to Bring Out the Best in People at Their Worst which has sold over 2,000,000 copies and has been translated into 25 languages. Yep, you read that right. Over 2,000,000 books means Dr. Brinkman is one of the best in the world at what he does.

He has been a featured guest on CNN and is a frequent communication expert for publications such as the Wall Street Journal, the New York Times, Oprah Magazine and USA Today. I'm so honored to have Dr. Brinkman also as a guest on #jammingwithjason #internalauditpodcast

Register for the upcoming cRisk Academy webinar where Rick and Jason will discuss "Meet Less and Do More: Go From Meetings You Hate to Meetings You Love" on Tuesday, May 5, 2020 · 9:00 AM PDT. https://www.bigmarker.com/crisk-academy/Meet-Less-and-Do-More-Go-From-Meetings-You-Hate-to-Meetings-You-Love

Get a copy of Dealing with People You Can't Stand: How to Bring Out the Best in People at Their Worst at: https://www.drrickbrinkman.com/ or Amazon at:
https://www.amazon.com/Dealing-People-Stand-Revised-Expanded/dp/0071785728/ref=sr_1_2

#communication #rapport #difficultpeople

E69 Creating Opportunity Out of Uncertainty

Every event or circumstance we find ourselves in is neutral. There is no good or bad in circumstance, it's how we choose to respond or interpret the situation. We can view our circumstances as a threat or an opportunity ... the choice is up to you. Since auditors are trained to look for the negative, there is a very real problem when we let a negative view creep over into our personal lives.

In this #jammingwithjason #internalauditpodcast I share how you can choose to see the opportunity and questions you can ask yourself to find the opportunity and stay positive regardless of your circumstances. Every silver lining's got a touch of grey, but we will get by, we will survive. It's even worse than it appears, but it's alright, we will get by, we will survive.

Here's one of the opportunities from our uncertain times. In March 2020, cRisk Academy gave away over $75,000 in free and discounted courses to help out the internal audit community. In April 2020, they are offering a 50% discount on all their courses.

For you and your team to take advantage of this special opportunity all you need to do is:

1. Use this link to sign up for a free account:
https://ondemand.criskacademy.com/?affcode=105582_jpp6czlf
2. Use coupon code: APRIL2020-50 when they register for any courses.
3. You can use the coupon for any and all courses, as many times as you want until the coupon expires the end of April.

I hope this helps you and your team members during the current period of uncertainty.

It can literally save you thousands of dollar in your training budget this year. For example, you can save $1,250 on the cRBIA course with this link: https://ondemand.criskacademy.com/p/certified-risk-based-internal-auditor-crbia/?coupon_code=APRIL2020-50

But, the coupon expires the end of April. Are you going to take advantage of this opportunity, or let it slip away?

Jamming with Jason is the #1 #internalauditpodcast in the world has interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in #internalaudit, risk management, and compliance.

E68 Lessons from a Chief Audit Executive (CAE) with Julio Tirado

I am pleased to talk with Julio Tirado for this week's #jammingwithjason #internalauditpodcast episode where discuss lessons he's learned from being a CAE. You'll hear how Julio's career brought him to be a CAE, and suggestions he has for those of you that aspire to become a CAE.

It's just me and Julio down at the school yard ... jamming and talking shop (could help putting in the Paul Simon reference 🙂

We discuss many things including: how to put the user (i.e. our audit client) at the center of the relationship, the importance of every auditor having a basic understanding on IT and security, considering the consequences of our audit recommendations, the need for project management skills, and how all internal auditors have to spend a little time selling.

Julio Tirado is the CAE for Spirit Bank in Tulsa, OK.

Jamming with Jason is the #1 #internalauditpodcast in the world has interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in #internalaudit, risk management, and compliance.

E67 Best of: Leadership In Times of Chaos

In times of chaos and crisis, people look for the leaders. At these times, even when as a leader you may want to retreat to your cave ... it's more important to show up as a leader. Retreating to your cave may just be one of the worst things you could do.

In this #jammingwithjason #internalauditepisode I discuss the qualities of leaders in times of chaos, what you should be doing as a leader, and how to take care of yourself while you care for others.

You want to listen to this whole episode, since it takes a very interesting turn at the end, you won't be expecting.

Beware of fake leaders. Many people who think they are leaders are actually followers, just copying what others are doing. If you are like most people, I'm sure you'd prefer the real deal, instead of a cheap copy. Beware of people pretending to be leaders who are really followers. Fake leaders tend to show up in numbers during times of chaos and often dupe people. Don't be one of those people.

If you are ready to BE a leader as a Chief Audit Executive, download your copy of the 2020 CAE Survey Report and register for the weekly CAE Briefing (btw both of which are absolutely FREE) at: http://bit.ly/CAE-Survey-2020

If you are a CAE ready to go to the next level as a leader in your career and really elevate internal audit in your organization, instead of holding onto the traditional model that no longer works, join the CAE Forum at: https://jasonmefford.mykajabi.com/caeforum

E66 Best Of: Networking is for Sales People

#Internalaudit professionals don't need to networking, they need community.

In this #jammingwithjason #internalauditpodcast episode I explain the differences between networking and joining a community, and believe me there is a big difference. Even when people think they have community it is often just networking, which is a big waste of time.

Networking is for sales people to collect sales leads. Unless you are trying to sell people products or services, it's time to stop networking and join a community.

I also discuss the elephant in the room with the world-wide corona virus pandemic and some ways you can minimize the impact on your career.

Join the thousands of people training each month with cRisk Academy at: https://ondemand.criskacademy.com/?affcode=105582_jpp6czlf

If you are a #ChiefAuditExecutive ready to join a community of top CAEs from all over the world, schedule your complimentary no-obligation 30-minute call with Jason Mefford to see if it's right for you at: https://jasonmefford.mykajabi.com/caeforum

Have conferences, trainings and meeting been canceled you planned to attending this year? If you are like most people, the answer is YES.

Are you trying to figure out how to get yourself and your team the training you need?

If you are a manager or #chiefauditexecutive responsible for training, book a complimentary 15-minute call to explore the various virtual training options that would work best for you and your team.

Mefford Associates has been doing virtual #internalaudit #training for years, so this is nothing new to us. Book a call to learn about options for you and your team. calendly.com/jasonmefford/15min

 

Jamming with Jason is the #1 #internalauditpodcast in the world has interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in #internalaudit, risk management, and compliance.

E65 Best Of: Lessons from a CAE with Steve Goepfert

In this week's episode I speak with Steve Goepfert about lessons he learned from being a CAE. We discuss various topics including the difference between being a Chief Auditor, and being a Chief Audit Executive; what it really takes to be a CAE; how to provide those moments of head snap (you'll have to listen to learn more); how to prove and communicate the value internal audit provides; and not getting so engrained in the mechanics that we don't focus on the big picture.

Steve Goepfert was the Vice President - Internal Audit (Chief Auditor) for United Airlines in Chicago, Illinois. He assumed the role after the merger of United and Continental. He had previously been Chief Auditor at Continental Airlines for 21 years.

He was the 2006-2007 Chairman of the Board for the Institute of Internal Auditors, Inc. (IIA). At the Global level, Steve served on the IIA's Executive Committee for 6 years (2003-09) and on the IIA Board for 7 years. He previously served as Senior Vice Chairman and Vice Chairman – Professional Services and is a past President of the Houston Chapter (1999-2000), and served on its Board for 17 years. In 2012, Steve was inducted into the inaugural class of the IIA's American Hall of Distinguished Audit Practitioners. He was recognized in 2013 with the Victor Brink award for distinguished service to the IIA.

He is now enjoying retirement in Tennessee. I am very grateful to have one of the legends in the internal audit profession on the show.

E64 Best Of: What's Holding Most Chief Audit Executives Back

There are some common problems and mistakes holding most #chiefauditexecutive back from elevating #internalaudit in their organizations, and moving into executive presence where they are perceived as a #trustedadvisor.

In this #jammingwithjason #internalauditpodcast I discuss these mistakes and how #CAE can take action to move their career and the profession of internal auditing forward. If you are a CAE, this is a must listen episode. If you are not a CAE, please listen and share with your CAE. You will still get tremendous value from the information to help in your career.

Listen in at: http://www.jasonmefford.com/jammingwithjason/

If you are a CAE and really serious about elevating the status of internal audit in your organization, improving your executive presence, and getting best practices and thought leadership from like-minded CAEs, the CAE Forum is for you.

Submit your application to join the Chief Audit Executive (CAE) Forum. We are accepting new member application until 31 January 2020. https://jasonmefford.mykajabi.com/caeforum

You can also watch a more extended video version of this discussion on that page.

E63 Best Of: Lessons from a Chief Audit Executive (CAE) with Larry Harrington

In this week's episode I speak with Larry Harrington about lessons he learned from being a CAE. We discuss various topics including: personal branding and your career development plan, benefits of being in roles outside of internal audit, developing and maintaining strong relationships with management, getting a seat at the table, and investing in yourself. So much in this episode.

In fact, there is so much in this episode you will probably want to listen more than once.

Larry Harrington served as the global chairman of The IIA, and retired as the Chief Audit Executive (CAE) for Raytheon Company, which specializes in defense, civil government, and cybersecurity markets throughout the world. Prior to joining Raytheon in 2004, he led the internal audit function for several Fortune 100 companies, where he also served in other areas, including finance, human resources, and operations.

In "retirement" Larry speaks, coaches, mentors and consults with internal auditors all over the world, and continues to be a strong and passionate voice for the internal audit profession. You can reach out to him at: Harringtonlj55@gmail.com or https://www.linkedin.com/in/larry-harrington-574634/

For his term as The IIA’s global chairman, Larry chose the theme, “Invest in Yourself.” He urges internal auditors to enhance their value by undertaking professional
development opportunities. From reading topical and timely material, to adding professional certifications, to attending conferences and workshops in internal auditing and on the business functions they audit, internal auditors can improve their own professional skills and opportunities and better serve their organizations and stakeholders.

If you are the kind of person that want to "invest in yourself" check out the free webinars and on-demand courses offered by cRisk Academy, the largest webinar and on-demand training platform for internal auditors at: https://criskacademy.com/courses/ or http://bit.ly/criskacademy

For CAEs, get a weekly dose from the CAE Briefing, delivered for free to your in-box at: http://meffordassociates.com/caebriefing/

Listen each week to Jamming with Jason for interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in internal audit, risk management, and compliance.

Jason Mefford is a Rock Star - Internal Audit, Risk Management and Compliance. He helps Chief Audit Executives (CAE) and professionals with technical & soft-skills training and coaching to navigate the mine fields of audit, risk and compliance in organizations. http://www.jasonmefford.com and http://www.meffordassociates.com

E62 Leadership In Times of Chaos

In times of chaos and crisis, people look for the leaders. At these times, even when as a leader you may want to retreat to your cave ... it's more important to show up as a leader. Retreating to your cave may just be one of the worst things you could do.

In this #jammingwithjason #internalauditepisode I discuss the qualities of leaders in times of chaos, what you should be doing as a leader, and how to take care of yourself while you care for others.

You want to listen to this whole episode, since it takes a very interesting turn at the end, you won't be expecting.

Beware of fake leaders. Many people who think they are leaders are actually followers, just copying what others are doing. If you are like most people, I'm sure you'd prefer the real deal, instead of a cheap copy. Beware of people pretending to be leaders who are really followers. Fake leaders tend to show up in numbers during times of chaos and often dupe people. Don't be one of those people.

If you are ready to BE a leader as a Chief Audit Executive, download your copy of the 2020 CAE Survey Report and register for the weekly CAE Briefing (btw both of which are absolutely FREE) at: http://bit.ly/CAE-Survey-2020

If you are a CAE ready to go to the next level as a leader in your career and really elevate internal audit in your organization, instead of holding onto the traditional model that no longer works, join the CAE Forum at: https://jasonmefford.mykajabi.com/caeforum

E61 Risk Based Internal Auditing

Even though we have been using the term "risk-based auditing" for over 20 years, many internal audit groups have not really implemented it ... and many mis-understand the concepts behind it.

In this episode I explain the challenges and opportunities facing internal audit as a profession and why moving to a truly risk-based approach is the opportunity for us to overcome those challenges. I also discuss the confusion with the terms objective-based, or risk management-based audit.

I've been preaching risk-based internal auditing for over 15 years and am consider one of the leading world experts on risk-based internal audit (and yes I wrote a book on this, frameworks, certifications and have trained internal auditors all over the world).

If you missed the webinar on Establishing or Improving a Risk-Based Audit Approach, you can now access it in the cRisk Academy on-demand library at: https://ondemand.criskacademy.com/p/establishing-or-improving-a-risk-based-audit-approach/

Join me for a deeper dive into Risk-Based Internal Auditing on the next webinar: Thursday, October 31, 2019 · 9:00 AM PDT. Register at: https://www.bigmarker.com/crisk-academy/Deeper-Dive-Risk-Based-Audit-Approach-with-Questions-and-Answers-Q-A

To learn more about how you can enroll in a new course and receive your Certified Risk-Based Internal Auditor (cRBIA) professional designation visit: https://ondemand.criskacademy.com/p/certified-risk-based-internal-auditor-crbia/

You can also save 60% when you register for the cRBIA course before 30 November 2019.

E60 Best of: Auditing Humor and Other Oxymorons with Mike Jacka

As auditors we tend to be a very serious group of people. In our attempt to appear competent and professional we often switch over into the boring, robot-like realm ... a place that gives rise to much of the auditor stereotypes.

In this episode we discuss how humor and creativity can actually make us better auditors and more effective in our job, plus we have a lot more fun doing the work. I'm joined by Mike Jacka, a truly hilarious auditor who has been waving this flag for decades. Come laugh with us on this episode and walk away with some advice for how you too can incorporate more humor and creativity into auditing.

Mike Jacka is the Chief Creative Pilot of Flying Pig Audit Consulting and Training Solutions.

You can get a copy of Mike's book "Auditing Humor: and other oxymorons" through the IIA Bookstore or on Amazon at: https://www.amazon.com/Auditing-Humor-oxymorons-Mike-Jacka/dp/0991280903/ref=sr_1_6

You can reach out to Mike at: mjacka@fpacts.com

To take advantage of the 50% off cRisk Academy on-demand course use this link: http://bit.ly/criskacademy and use coupon code: JAMMING2019 when you register for a course. cRisk Academy is offering this to listeners of the Jamming with Jason podcast through 30 November, so make sure to take advantage of your savings today.

E59 Best of: Why Don't Auditors Find More Fraud? with Aaron Denbo

The ACFE reports that about 40% of frauds are uncovered from tips to a whistleblower hotline, while internal audit only uncovers about 15% of frauds. While detecting fraud is not internal audit's primary purpose, one is still left to wonder why internal audit doesn't find more fraud, especially since one of the first questions from management is "why didn't audit find this?"

Jason Mefford is joined by Aaron Denbo to discuss how internal audit can change a few simple things to help increase their ability to find and detect fraud. This is a previous recording of a webinar Aaron did with Jason for cRisk Academy.

To see a list of upcoming free cRisk Academy webinars, visit: https://www.bigmarker.com/communities/crisk-academy/conferences

To go into more depth on today's topic, and not get blamed for fraud you didn't find, visit: bravenacademy.com

E58 Best of: Moving Internal Audit to the Strategic Level with Norman Marks

In order to really add value to your organization, internal audit has to move to the strategic level. Too often we spend our time in the details and weeds and then wonder why executives are not interested in what we have to say. If you are being ignored, you are probably not talking and acting at the strategic level. Unless we focus on what is relevant to executives and the board, we risk being viewed as as not adding value and even worse irrelevant.

Jason Mefford is joined by Norman Marks, a retired Chief Audit Executive, Chief Risk Officer and thought leader to discuss what internal audit needs to do to move up to the strategic level and get a seat at the big kids' table.

E57 Best of: Internal Audit Must Embrace Change, or Sink Like a Stone

I spent the last several months interviewing many chief audit executives (CAEs) from all over the world to gain a better understanding of the current state of internal audit. What I found is that not only is the pace of change accelerating at an alarming rate, but along with the mounting challenges come plenty of opportunities too. From these interviews, and my own experiences as a CAE at two organizations, I have identified some clear trends, challenges, and opportunities that most CAEs are working to address.

#internalaudit #cae #chiefauditexecutive

E56 Best of: Lessons from a CAE with Imran Zia

In this week's episode I speak with Imran Zia about lessons he learned from being a CAE. We discuss how management wants to see internal audit as a partner and trusted advisor. How integrity, courage, likability and trust help you get to that status. We also discuss how to become the CEO of your own career development and that by spending time learning you business and industry is one of the biggest things you can do to earn the trust of management.

Imran Zia is the Chief Audit Executive (CAE) for the Government of British Columbia in Canada.

E55 Best of: The Future of Internal Audit and an Update to Sawyer's Internal Auditing with Dan Clayton

Jason Mefford is joined by Dan Clayton, for a discussion of how internal audit is evolving and changing, driving some of the updates to Sawyer's Internal Auditing, 7th edition. Information in the International Professional Practices Framework (IPPF), the Internal Audit textbook, and CIA Review Course materials, provide a basis for how to practice internal auditing, but Sawyer's Internal Auditing (one of the most influential books in the profession) fills in some of the gaps in the other material.

Dan Clayton is the Director of Strategy and Knowledge Management for the System Audit Office at The University of Texas System, and was the project leader for the update team to Sawyers Internal Auditing, 7th edition.

E54 Networking is for Sales People

#Internalaudit professionals don't need to networking, they need community.

In this #jammingwithjason #internalauditpodcast episode I explain the differences between networking and joining a community, and believe me there is a big difference. Even when people think they have community it is often just networking, which is a big waste of time.

Networking is for sales people to collect sales leads. Unless you are trying to sell people products or services, it's time to stop networking and join a community.

I also discuss the elephant in the room with the world-wide corona virus pandemic and some ways you can minimize the impact on your career.

Join the thousands of people training each month with cRisk Academy at: https://ondemand.criskacademy.com/?affcode=105582_jpp6czlf

If you are a #ChiefAuditExecutive ready to join a community of top CAEs from all over the world, schedule your complimentary no-obligation 30-minute call with Jason Mefford to see if it's right for you at: https://jasonmefford.mykajabi.com/caeforum

Have conferences, trainings and meeting been canceled you planned to attending this year? If you are like most people, the answer is YES.

Are you trying to figure out how to get yourself and your team the training you need?

If you are a manager or #chiefauditexecutive responsible for training, book a complimentary 15-minute call to explore the various virtual training options that would work best for you and your team.

Mefford Associates has been doing virtual #internalaudit #training for years, so this is nothing new to us. Book a call to learn about options for you and your team. calendly.com/jasonmefford/15min

 

Jamming with Jason is the #1 #internalauditpodcast in the world has interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in #internalaudit, risk management, and compliance.

E53 Resolving Conflicts at Work with Ken Cloke

Conflict seems like a dirty word, one most people want to avoid. Unfortunately it is a part of everyday life at work and in our personal lives, so we need to understand it and learn how to deal with conflict.

In this #jammingwithjason #internalauditpodcast episode I discuss conflict concepts with Ken Cloke from his book: Resolving Conflicts at Work: Ten Strategies for Everyone on the Job.

Ken Cloke is a world-recognized mediator, dialogue facilitator, conflict resolution systems designer, teacher, public speaker, author of numerous books and articles, and a pioneer and leader in the field of mediation and conflict resolution for the last 37 years.

Ken created the Center for Dispute Resolution in Santa Monica, CA, where he has been a mediator, arbitrator, facilitator, coach, consultant and trainer, specializing in communication, collaborative negotiation, dialogue facilitation, and resolving complex multi-party disputes, including thousands of marital, divorce, family, community, grievance and workplace disputes, collective bargaining negotiations, organizational and school conflicts, sexual harassment, discrimination, and public policy disputes; and designing preventative conflict resolution systems for public and private sector organizations.

Get your copy of Ken's book through Amazon at: https://www.amazon.com/Resolving-Conflicts-Work-Strategies-Everyone/dp/0470922249

Learn more and connect with Ken at: https://www.kencloke.com/

#conflictresolution #conflict

E52 Lessons from a Chief Audit Executive (CAE) with Tom Harris

I am please to bring back Tom Harris for this week's #jammingwithjason #internalauditpodcast episode where discuss lessons he's learned from being a CAE. You'll hear how Tom's career brought him to be a CAE, and suggestions he has for those of you that aspire to become a CAE.

In an earlier episode I spoke with Tom about Internal Audit's Role in System Implementations, so if you missed that one make sure to go back and take a listen.

Tom Harris, the Vice-President of Internal Audit for National CineMedia joins me to provide a case study on how he took an approach of embedding members of his internal audit team into the project team, and even helped drive the user-setup portion of the project. We explore the risks and benefits of taking different approaches. While embedding internal audit into the project team may limit objectivity and assurance projects for a time, it just may be one of the best way to provide long-term value to the organization and deepen relationships with management.

Jamming with Jason is the #1 #internalauditpodcast in the world has interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in #internalaudit, risk management, and compliance.

E51 Independence: I Do Not Think That Word Means What You Think It Means

#Independence is a term may in #internalaudit like to push the boundaries on, but when we do we can come off as arrogant or self-righteous to others in the organization. In this week's #jammingwithjason #internalaudit podcast I discuss the difference between independence and objectivity, why objectivity is more important than independence, and you are not really as independent as you may think.

As with all episodes, you will also walk away with some practical tips you can start using today.

This week's episode is brought to you by the Chief Audit Executive (CAE) Forum.

If you are a CAE that wants to join a community of like-minded CAEs where you can have frank discussions about the challenges and opportunities of being a Chief Audit Executive (CAE), while getting practical advice to increase your executive presence, influence and value as a trusted advisor to your organization, check out what they have to offer and book your no-obligation call to see if it's right for you: https://jasonmefford.mykajabi.com/caeforum

Did you also know the CAE Forum comes with a $100,000 guarantee, so its a no-risk investment in you and your team to elevate the status of internal audit in your organization.

Jamming with Jason is the #1 #internalauditpodcast in the world has interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in #internalaudit, risk management, and compliance.

E50 People Centric Skills with Danny Goldberg

In this #jammingwithjason #internalauditpodcast episode I speak with Danny Goldberg about some of the people centric skills each internal auditor must have. As a profession we often focus primarily on our technical skills, but soft skills is what will get you to the director or CAE level.

We discuss topics like: conflict resolution, body language, emotional intelligence, empathy, using appropriate mode of communication, etc... what may not seem like #internalaudit qualities, but things we have to develop to succeed in our career.

Danny Goldberg is the Founder of GoldSRD (www.goldsrd.com), a leading provider of Staff Augmentation, Executive Recruiting and Professional Development services. He is a well-known speaker on internal auditing and People-Centric Skills. Danny co-authored People-Centric Skills: Communication and Interpersonal Skills for Internal Auditors, via Wiley Publications.

This is the first book published specifically to address the wide-ranging topic of communication skills for internal auditors. It has been offered through the IIA and ISACA bookstores since July 2015. You can also find it on Amazon at: https://www.amazon.com/People-Centric-Skills-Interpersonal-Communication-Professionals/dp/1118850815/

A second edition of People-Centric Skills is due out in 2020. This is not an update, per se but can be thought of as a second book in a series. Listen to the episode and you'll see what I mean. Contact Danny for a personalized copy of the new book when it's released hot off the presses (dgoldberg@goldsrd.com).

E49 Lessons from a Chief Audit Executive (CAE) with Frank Coleman

In this week's #jammingwithjason episode I speak with Frank Coleman about lessons he learned from being a CAE. We discuss various topics including: having think skin, getting a horizontal spread of experience, not losing your cool, and two sides to every story. We also discuss the HR side of being a CAE and how to surround yourself with a great team and dealing with change.

So much wisdom from Frank in this episode.

Frank Coleman is the CAE of Farmers and Merchants Bank in southern California. He has successfully done a turn-around of internal audit in his organization (including rebranding), and built teams as well as relationships across multiple organizational levels and stakeholder groups.

Take a listen to the episode to learn Frank's career path and advise on becoming a CAE.

#internalaudit #chiefauditexecutive #internalauditpodcast

E48 Enterprise Security Risk Management with Toby Houchens

Many of you are familiar with ERM, but do you know ESRM?

ESRM affects the broadest spectrum of organization, from government, corporations and NGOs, to schools and universities, to entertainment and leisure, casinos and hotels, from oil & gas giants to technology companies and multinationals. Pretty much everyone has to deal with this aspect of #riskmanagement.

In this #jammingwithjason #internalauditpodcast I'm joined by Toby Houchens who has a diverse technical and scientific background in risk management, security, intelligence, and threat assessment. With over 11 years as a US Army green beret, education in neuroscience, big data technology, and international relations. Toby possesses a unique blend of experience and education.

As a critic of siloed and traditional security approaches, still favored by some in law enforcement and security professionals today, Toby argues for a more comprehensive and holistic risk management view to drive security strategy and efforts. He is a co-author of the enterprise security risk management (ESRM) standards and guidelines, on behalf of ASIS, he is at the forefront of modern practice and thought leadership.

Toby is also an entrepreneur and is the CEO of the risk technology company Alpha Recon.

Alpha Recon is an easy to use risk intelligence and management technology platform for schools and workplaces. The central mission of Alpha Recon is to help clients see threats and risks proactively to better respond and manage them as they impact their important assets such as students, staff, clients, workplaces, and campuses. Alpha Recon makes an impossible job easier to accomplish with built in risk management tools, communications, crisis management, and more with intelligence forming the core of the value proposition.

Learn more at: https://www.alpharecon.com/

E47 What's Holding Most Chief Audit Executives Back

There are some common problems and mistakes holding most #chiefauditexecutive back from elevating #internalaudit in their organizations, and moving into executive presence where they are perceived as a #trustedadvisor.

In this #jammingwithjason #internalauditpodcast I discuss these mistakes and how #CAE can take action to move their career and the profession of internal auditing forward. If you are a CAE, this is a must listen episode. If you are not a CAE, please listen and share with your CAE. You will still get tremendous value from the information to help in your career.

Listen in at: http://www.jasonmefford.com/jammingwithjason/

If you are a CAE and really serious about elevating the status of internal audit in your organization, improving your executive presence, and getting best practices and thought leadership from like-minded CAEs, the CAE Forum is for you.

Submit your application to join the Chief Audit Executive (CAE) Forum. We are accepting new member application until 31 January 2020. https://jasonmefford.mykajabi.com/caeforum

You can also watch a more extended video version of this discussion on that page.

E46 Playing the Game without Help = Disaster

In this week's #jammingwithjason #internalauditpodcast I'm going to let you in on a little secret. Many of you are playing the game of your career without much help. The problem is, others in your organization are getting help, which means you are playing at a big disadvantage.

I'm not talking about a lack of resources or struggling to get budget and support. It's about getting yourself the training, coaching, and support you need to play varsity-level sport ... like your peers. It's about having the right balance (e.g. American football: offense, defense, passing, running) to get you performing at an elite status.

Take a listen and see some of the areas where getting a little extra help, will go along way in helping you play the game of your career and life as a champion.

If you are a CAE and really serious about elevating the status of internal audit in your organization, improving your executive presence, and getting best practices and thought leadership from like-minded CAEs, the CAE Forum is for you.

Submit your application to join the Chief Audit Executive (CAE) Forum. We are accepting new member application until 31 January 2020. https://jasonmefford.mykajabi.com/caeforum

 

Jamming with Jason, the #1 #internalauditpodcast in the world has interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in #internalaudit, #riskmanagement, and #compliance.

E45 We'll Follow the Old Man

In this #jammingwithjason #internalauditpodcast I discuss some things you can do to become a better leader ... one who your people love, and one who gets the most out of their teams. Practical tips you can start applying today that will make a HUGE impact on your ability to lead.

Wondering about the title? It's from a song in "White Christmas." What does the movie "White Christmas" have to do with becoming a better leader? Take a listen and you'll find out. You many even get to hear me sing a little 🙂

If you are a CAE and really serious about becoming a better leader, submit an application for the Chief Audit Executive (CAE) Forum. We are accepting new member application until 31 January 2020. http://meffordassociates.com/caeforum/

Please help spread the word about #jammingwithjason so we can light up the world and elevate the status of internal audit. Interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in internal audit, risk management, and compliance.

E44 Never Go With Your Gut with Dr. Gleb Tsipursky

If you'd like to avoid terrible advice, cognitive biases, and poor decisions this episode is for you. We've all made some these mistakes that have lead to poor decisions, but we have the opportunity using behavioral economics and neuroscience to become a truly wise decision maker.

I'm joined by Dr. Gleb Tsipursky known as the Disaster Avoidance Expert, who has over 20 years of experience dramatically empowering leaders and organizations to avoid business disasters by addressing potential threats, maximizing unexpected opportunities, and resolving persistent personnel problems. Dr. Tsipursky has a strong research and teaching background in behavioral economics and neuroscience with over 15 years in academia, including 7 years as a professor at the Ohio State University and before that a Fellow at the University of North Carolina-Chapel Hill.

We discuss how tribalism, fight or flight and over confidence lead executives, risk managers, and YES ... even internal auditors to make poor decisions and not consider personnel aspect when making decisions and auditing processes. We even discuss some practical ways you can avoid some of the 30 most dangerous cognitive errors.

Learn more about Dr. Tsipursky at: https://disasteravoidanceexperts.com/ or reach out via e-mail at: gleb@disasteravoidanceexperts.com

You can also connect with him on LinkedIn at: https://www.linkedin.com/in/dr-gleb-tsipursky/

Get a copy of Gleb's latest book: Never Go With Your Gut: How Pioneering Leaders Make the Best Decisions and Avoid Business Disasters (Avoid Terrible Advice, Cognitive Biases, and Poor Decisions) mentioned during this episode at:
https://www.amazon.com/gp/product/B07PLS1NYM/ref=as_li_qf_asin_il_tl?ie=UTF8&tag=intentinsigh-20&creative=9325&linkCode=as2&creativeASIN=B07PLS1NYM&linkId=b71edcf9b5eebc00931b875a8d5ccf1e

E43 New Year's Resolutions for 2020

The fact is, fewer than 90-95% of people actually follow through with and accomplish their new year's resolutions. The reason: they don't do the things necessary to create new habits, or break old habits.

In this episode of #jammingwithjason #internalauditpodcast I dive into 5 things you can do this year to make sure you accomplish more in 2020 and make it an amazing year.

You'll hear about:
- having compassion for yourself if you didn't accomplish everything in 2019 you'd hoped for,
- not just setting goals (resolutions), but creating habits,
- breaking down your annual goals into 90-day goals,
- creating a daily routine for reaching your 90-day goals, and
- realizing our habits determine who we are.

The more we work on developing the right habits, the more likely we will accomplish our bigger goals.

The book referred to in this episode: The Power of Habit: Why We Do What We Do in Life and Business, by Charles Duhigg, is a great ready for understanding and developing great habits.

Jamming with Jason is the #1 #internalauditpodcast in the world has interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in #internalaudit, risk management, and compliance.

E42 Why Don't Auditors Find More Fraud? with Aaron Denbo

The ACFE reports that about 40% of frauds are uncovered from tips to a whistleblower hotline, while internal audit only uncovers about 15% of frauds. While detecting fraud is not internal audit's primary purpose, one is still left to wonder why internal audit doesn't find more fraud, especially since one of the first questions from management is "why didn't audit find this?"

Jason Mefford is joined by Aaron Denbo to discuss how internal audit can change a few simple things to help increase their ability to find and detect fraud. This is a previous recording of a webinar Aaron did with Jason for cRisk Academy.

To see a list of upcoming free cRisk Academy webinars, visit: https://www.bigmarker.com/communities/crisk-academy/conferences

To go into more depth on today's topic, and not get blamed for fraud you didn't find, visit: bravenacademy.com

E41 Lessons from a Chief Audit Executive (CAE) with Larry Harrington

In this week's episode I speak with Larry Harrington about lessons he learned from being a CAE. We discuss various topics including: personal branding and your career development plan, benefits of being in roles outside of internal audit, developing and maintaining strong relationships with management, getting a seat at the table, and investing in yourself. So much in this episode.

In fact, there is so much in this episode you will probably want to listen more than once.

Larry Harrington served as the global chairman of The IIA, and retired as the Chief Audit Executive (CAE) for Raytheon Company, which specializes in defense, civil government, and cybersecurity markets throughout the world. Prior to joining Raytheon in 2004, he led the internal audit function for several Fortune 100 companies, where he also served in other areas, including finance, human resources, and operations.

In "retirement" Larry speaks, coaches, mentors and consults with internal auditors all over the world, and continues to be a strong and passionate voice for the internal audit profession. You can reach out to him at: Harringtonlj55@gmail.com or https://www.linkedin.com/in/larry-harrington-574634/

For his term as The IIA’s global chairman, Larry chose the theme, “Invest in Yourself.” He urges internal auditors to enhance their value by undertaking professional
development opportunities. From reading topical and timely material, to adding professional certifications, to attending conferences and workshops in internal auditing and on the business functions they audit, internal auditors can improve their own professional skills and opportunities and better serve their organizations and stakeholders.

If you are the kind of person that want to "invest in yourself" check out the free webinars and on-demand courses offered by cRisk Academy, the largest webinar and on-demand training platform for internal auditors at: https://criskacademy.com/courses/ or http://bit.ly/criskacademy

For CAEs, get a weekly dose from the CAE Briefing, delivered for free to your in-box at: http://meffordassociates.com/caebriefing/

Listen each week to Jamming with Jason for interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in internal audit, risk management, and compliance.

Jason Mefford is a Rock Star - Internal Audit, Risk Management and Compliance. He helps Chief Audit Executives (CAE) and professionals with technical & soft-skills training and coaching to navigate the mine fields of audit, risk and compliance in organizations. http://www.jasonmefford.com and http://www.meffordassociates.com

E40 Lessons from a Chief Audit Executive (CAE) with Steve Goepfert

In this week's episode I speak with Steve Goepfert about lessons he learned from being a CAE. We discuss various topics including the difference between being a Chief Auditor, and being a Chief Audit Executive; what it really takes to be a CAE; how to provide those moments of head snap (you'll have to listen to learn more); how to prove and communicate the value internal audit provides; and not getting so engrained in the mechanics that we don't focus on the big picture.

Steve Goepfert was the Vice President - Internal Audit (Chief Auditor) for United Airlines in Chicago, Illinois. He assumed the role after the merger of United and Continental. He had previously been Chief Auditor at Continental Airlines for 21 years.

He was the 2006-2007 Chairman of the Board for the Institute of Internal Auditors, Inc. (IIA). At the Global level, Steve served on the IIA's Executive Committee for 6 years (2003-09) and on the IIA Board for 7 years. He previously served as Senior Vice Chairman and Vice Chairman – Professional Services and is a past President of the Houston Chapter (1999-2000), and served on its Board for 17 years. In 2012, Steve was inducted into the inaugural class of the IIA's American Hall of Distinguished Audit Practitioners. He was recognized in 2013 with the Victor Brink award for distinguished service to the IIA.

He is now enjoying retirement in Tennessee. I am very grateful to have one of the legends in the internal audit profession on the show.

E39 Lessons from a Chief Audit Executive (CAE) with Imran Zia

In this week's episode I speak with Imran Zia about lessons he learned from being a CAE. We discuss how management wants to see internal audit as a partner and trusted advisor. How integrity, courage, likability and trust help you get to that status. We also discuss how to become the CEO of your own career development and that by spending time learning you business and industry is one of the biggest things you can do to earn the trust of management.

Imran Zia is the Chief Audit Executive (CAE) for the Government of British Columbia in Canada.

E38 Showing Your Value to Management

If you are like most internal auditors, you've probably experienced feeling ignored or under appreciated by management, and it doesn't feel very good at all. We do have an opportunity to become more aligned with the key objectives of our organization, provide more value and feel confident and valued.

In this week's episode of #jammingwithjason I discuss a few of the many things you need to do to show your value to management including: tooting your own horn, not placing so much influence on being independent, and focusing our attention of the areas your stakeholders believe are valuable.

If you want the trust and respect of management, you need risk-based internal auditing.

Since we are coming to the end of the year, make sure to take some time this week to feel and express gratitude for all you have and for those important people in your life. It will not only make you feel better, but it will make the world a better place for everyone.

 

If you are the type of person who would like step-by-step processes on how to improve your risk-based internal audit approach AND show your value to management, the new Certified Risk Based Internal Auditor (cRBIA) training and certification offered through cRisk Academy in right for you.

https://ondemand.criskacademy.com/p/certified-risk-based-internal-auditor-crbia/?affcode=105582_jpp6czlf?product_id=1405370&coupon_code=EARLY

Register this week, and you will receive the bonus module on "Demonstrating Your Value to Management" an in-depth discussion on this topic that discusses tips we couldn't cover during this week's episode.

When you enroll in the course before the end of November you also get a 60% discount when you use coupon code: EARLY

To take advantage of the 50% off cRisk Academy on-demand courses during the month of November mentioned during the episode, use this link: http://bit.ly/criskacademy and use coupon code: JAMMING2019 when you register for a course.

E37 Choices and WHY I Do What I Do

Are you making conscious decisions each day to get where you ultimately want to be? Conscious or un-conscious, you are making decisions everyday of your life that have gotten you to exactly where you are.

If you don't like where you are, it's time to make some new decisions.

In this episode I share some decisions I've made in my life and how they relate to "Why I Do What I Do," steps you can take, and decisions you can make, that you will look back on with a profound sense of gratitude.

1. Breathe
2. Consider what you want
3. Go with your heart, not your head
4. Have the courage to take action

You see I have made made many decisions in my life to help me get where I am now, living my purpose, impacting millions of people, and creating a better world. It's been on purpose and with passion.

 

To take advantage of the 50% off cRisk Academy on-demand courses during the month of November mentioned during the episode, use this link: http://bit.ly/criskacademy and use coupon code: JAMMING2019 when you register for a course.

cRisk Academy is offering this to listeners of the Jamming with Jason podcast through 30 November, so make sure to take advantage of your savings today.

If you are the type of person who would rather spend 1 to 2 weeks getting a certification instead of 1 to 2 years, check out the new Certified Risk Based Internal Auditor (cRBIA) training and certification offered through cRisk Academy:
https://ondemand.criskacademy.com/p/certified-risk-based-internal-auditor-crbia/?affcode=105582_jpp6czlf?product_id=1405370&coupon_code=EARLY

Don't miss out on the 60% discount when you register during month of November and use coupon code: EARLY

E36 A Candid Discussion About Certifications

Certifications are a necessary part of developing your professional career. Without them, you risk being held back in your career earning potential, and promotion possibilities.

In today's job market, certifications are becoming more and more important ... but often they can take 1 to 2 years (or more) to obtain using archaic methods typically used to limit the number of people who can obtain the certification. If you need need experience before you can get certificated, but need a certification to get experience, what do you do? Does't make a lot of sense to me and there is a better way.

In this episode I speak candidly about what it takes to obtain a Big 3 certifications for internal auditors, some of the methods used to limit who can get certified, and what you can do to get yourself certified much quicker.

If you are the type of person who would rather spend 1 to 2 weeks getting a certification instead of 1 to 2 years, check out the new Certified Risk Based Internal Auditor (cRBIA) training and certification offered through cRisk Academy:
https://ondemand.criskacademy.com/p/certified-risk-based-internal-auditor-crbia/?affcode=105582_jpp6czlf?product_id=1405370&coupon_code=EARLY

Don't miss out on the 60% discount when you register during month of November and use coupon code: EARLY

To take advantage of the 50% off cRisk Academy on-demand course use this link: http://bit.ly/criskacademy and use coupon code: JAMMING2019 when you register for a course. cRisk Academy is offering this to listeners of the Jamming with Jason podcast through 30 November, so make sure to take advantage of your savings today.

E35 Auditing Humor and Other Oxymorons with Mike Jacka

As auditors we tend to be a very serious group of people. In our attempt to appear competent and professional we often switch over into the boring, robot-like realm ... a place that gives rise to much of the auditor stereotypes.

In this episode we discuss how humor and creativity can actually make us better auditors and more effective in our job, plus we have a lot more fun doing the work. I'm joined by Mike Jacka, a truly hilarious auditor who has been waving this flag for decades. Come laugh with us on this episode and walk away with some advice for how you too can incorporate more humor and creativity into auditing.

Mike Jacka is the Chief Creative Pilot of Flying Pig Audit Consulting and Training Solutions.

You can get a copy of Mike's book "Auditing Humor: and other oxymorons" through the IIA Bookstore or on Amazon at: https://www.amazon.com/Auditing-Humor-oxymorons-Mike-Jacka/dp/0991280903/ref=sr_1_6

You can reach out to Mike at: mjacka@fpacts.com

To take advantage of the 50% off cRisk Academy on-demand course use this link: http://bit.ly/criskacademy and use coupon code: JAMMING2019 when you register for a course. cRisk Academy is offering this to listeners of the Jamming with Jason podcast through 30 November, so make sure to take advantage of your savings today.

E34 Compliance Enforcement Case Studies with Matt Kelly

Internal audit and compliance perform similar, but distinct functions. Both groups need to work together to help ensure compliance with the most important laws and regulations and help organizations avoid significant fines, penalties, and repetitional risk. As part of your risk assessment procedures, you need to be scanning what's happening to other organizations and where governments are focusing enforcement actions.

I discuss recent compliance enforcement actions (case studies) with Matt Kelly and show how recent compliance issues that led to enforcement actions and penalties by the US government can also apply to your organization. Learn from the mistakes of others, so your organization doesn't have to experience the same risk.

Matt Kelly is the editor of Radical Compliance. You can learn more and sign up for his Friday newsletter at: http://www.radicalcompliance.com/

To take advantage of the 50% off cRisk Academy on-demand course use this link: http://bit.ly/criskacademy and use coupon code: JAMMING2019 when you register for a course. cRisk Academy is offering this to listeners of the Jamming with Jason podcast through 30 November, so make sure to take advantage of your savings today.

E33 Risk-Based Internal Auditing

Even though we have been using the term "risk-based auditing" for over 20 years, many internal audit groups have not really implemented it ... and many mis-understand the concepts behind it.

In this episode I explain the challenges and opportunities facing internal audit as a profession and why moving to a truly risk-based approach is the opportunity for us to overcome those challenges. I also discuss the confusion with the terms objective-based, or risk management-based audit.

I've been preaching risk-based internal auditing for over 15 years and am consider one of the leading world experts on risk-based internal audit (and yes I wrote a book on this, frameworks, certifications and have trained internal auditors all over the world).

If you missed the webinar on Establishing or Improving a Risk-Based Audit Approach, you can now access it in the cRisk Academy on-demand library at: https://ondemand.criskacademy.com/p/establishing-or-improving-a-risk-based-audit-approach/

Join me for a deeper dive into Risk-Based Internal Auditing on the next webinar: Thursday, October 31, 2019 · 9:00 AM PDT. Register at: https://www.bigmarker.com/crisk-academy/Deeper-Dive-Risk-Based-Audit-Approach-with-Questions-and-Answers-Q-A

To learn more about how you can enroll in a new course and receive your Certified Risk-Based Internal Auditor (cRBIA) professional designation visit: https://ondemand.criskacademy.com/p/certified-risk-based-internal-auditor-crbia/

You can also save 60% when you register for the cRBIA course before 30 November 2019.

 

To take advantage of the 50% off cRisk Academy on-demand course use this link:

http://bit.ly/criskacademy

and use coupon code: JAMMING2019 when you register for a course. cRisk Academy is offering this to listeners of the Jamming with Jason podcast through 30 November, so make sure to take advantage of your savings today.

E32 Budgets and Other Fake Numbers

There are quite a few myths and misconceptions surrounding budgets, but three that I find to be very harmful to individuals and organizations. Listen in to this episode to learn how you can avoid the pain of believing these fake numbers and misconceptions.

To connect with me on LinkedIn, here's my profile info: https://www.linkedin.com/in/jasonmefford/. Send me a personalized connection request and let me know you listen to the podcast so I can accept your request.

To take advantage of the 50% off cRisk Academy on-demand course use this link: http://bit.ly/criskacademy and use coupon code: JAMMING2019 when you register for a course. cRisk Academy is offering this to listeners of the Jamming with Jason podcast through 30 November, so make sure to take advantage of your savings today.

Jamming with Jason is the #1 #internalauditpodcast in the world has interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in #internalaudit, risk management, and compliance.

E31 Powerful Everyday Opportunities to Persuade that are Lasting and Ethical (Influence PEOPLE) with Brian Ahearn

Much of your professional success and personal happiness depends on getting others to say ​"YES" to you. That is why it is crucial for you to not only understand, but put in practice the principles of influence, or you will be ignored and hear "NO" a lot.

Understanding the principles of influence allows you to ethically leverage human psychology and increase your opportunity to hear that magic word everyone wants to hear when you make a request – ​Yes! It's based on psychology and science.

Jason Mefford is joined by Brian Ahearn, Chief Influence Officer of Influence People and one of only 20 certified trainers in the world on the Cialdini Influence Methodology. They discuss how to practically apply these principles everyday in your professional and personal life to increase your influence.

You can learn more about Brian at: influencepeople.biz, or by connecting with him on LinkedIn.

Brian's new book: "Influence People: Powerful Everyday Opportunities to Persuade that
are Lasting and Ethical" is available in e-book or print version through Amazon, Barnes & Noble, and other retailers.

E30 Lessons from a Chief Audit Executive with Bruce Turner

In this episode of our Lessons from a Chief Audit Executive (CAE) series, I speak with Bruce Turner about his career, his most recently released book: "New Auditor's Guide to Internal Auditing," his next book he is writing for team leaders, and how he is giving back in his third act of life to the profession of internal auditing.

I had the privilege of working with Bruce on "Sawyer's Internal Auditing, Seventh Edition" which you can find at the IIA Bookstore and on Amazon in Kindle version (https://www.amazon.com/Sawyers-Internal-Auditing-Protecting-Organizational-ebook/dp/B07RBJKG5B/ref=sr_1_3) or Hardcover (https://www.amazon.com/Sawyers-Internal-Auditing-Protecting-Organizational/dp/1634540522/ref=sr_1_1).

You can find Bruce's book "New Auditor's Guide to Internal Auditing" at the IIA Bookstore and on Amazon in Kindle (https://www.amazon.com/New-Auditors-Guide-Internal-Auditing-ebook/dp/B07RY4D3RQ/ref=sr_1_2) and Paperback (https://www.amazon.com/New-Auditors-Guide-Internal-Auditing/dp/1634540549/ref=sr_1_1)

Bruce R. Turner, AM, CRMA, CISA, CFE, has more than 40 years of practitioner and leadership experience in internal auditing, including being the Chief Audit Executive at several organizations. He was the second professional internal auditor in Australia to receive Order of Australia honors. He was appointed a Member (AM) in the Queen’s Birthday Honors of 2015 in recognition of his significant service to public administration through governance and risk management practices and to the profession of internal auditing. He has recruited dozens of new auditors into internal audit roles throughout his career and watched proudly as their careers blossomed.

E29 How Yoga can Help You Become a Better Auditor with Kurt Weirich

Let's face it. Internal audit can be a very stressful job, which is why on this episode we discuss yoga and breathing as tools to help center yourself, reduce your stress, and increase your productivity as an auditor.

You may be asking: "how can yoga help me be a better auditor?" Listen in and you will find out the answer, along with practical tips for how you can do little activities during the day (even as little as 5-90 seconds at a time) to help you become more aware, make better decisions, reduce stress and improve your productivity.

Mindful activities (like yoga) are one of the often overlooked tools that can make you into a super auditor. In fact, what we discuss is also used by elite military special forces to help them perform better in the field. If it helps them, it can also help you.

I'm joined by Kurt Weirich who is the Director, Office of the Internal Auditor at Pima Community College in Tucson Arizona. In addition to being a career auditor, he is also a registered yoga teacher, RYT-200 with Yoga Alliance, the largest global yoga organization. Kurt has started local yoga groups at Pima Community College as well as his local home owners association, so he knows a lot about yoga and helping to create a space for mindful practices in our communities and workplaces.

Kurt is also the President Institute of Internal Auditors (IIA) Tucson Chapter, the Membership Director ISACA Tucson Chapter, and is the designated representative for the College at the Association of College and University Auditors (ACUA), a professional organization comprised of audit, compliance and risk professionals. Kurt also has earned professional auditor certifications and compliance designations including Certified Internal Auditor (CIA), Certified Information Security Auditor (CISA), Payment Card Industry Professional (PCIP), and Certified HIPAA Professional (CHP).

E28 Internal Audit's Role in System Implementations Case Study with Tom Harris

There are various roles internal audit can play in major system implementations and one of the most common is post-implementation reviews. Some things can't be changed, or are very expensive to fix, after a go-live. Instead of coming in and bayoneting the wounded at the end of the project, there are several other approaches we can take that actually provide much more value to the organization.

Tom Harris, the Vice-President of Internal Audit for National CineMedia joins me to provide a case study on how he took an approach of embedding members of his internal audit team into the project team, and even helped drive the user-setup portion of the project. We explore the risks and benefits of taking different approaches. While embedding internal audit into the project team may limit objectivity and assurance projects for a time, it just may be one of the best way to provide long-term value to the organization and deepen relationships with management.

E27 What Got You Here, Won't Get You There

Ultimately you are the one responsible for your career advancement. Recent surveys show employers are investing less in the training and development on their employees (e.g. 80% of employees state their employer does not offer training, and 86% of workers feel their manager is not skilled in developing employees). Ouch!

The truth is, what got you to where you are now, won't get you to where you want to be. Achieving your goals and career aspirations will require you obtaining experience, training and certifications different than what you currently have, to move on to the next level. But our personal and professional development is also just not about moving to the next level. You need those thing even in your current role as the world changes and moves forward.

In this episode we discuss results from a recent survey and steps you can take to determine what you need to get where you want to go.

To listen and for complete show notes and links to downloads, visit: http://www.jasonmefford.com/jammingwithjason/

To download and read the survey mentioned in this episode: Pulse of the American Worker: Special Report - The Future of Work, Career Expectations and Skills: http://news.prudential.com/presskits/pulse-american-worker-special-report.htm

To fill out your application for membership in the Chief Audit Executive (CAE) Forum visit: http://bit.ly/cae-forum-join The open enrollment period is only open until Friday, 13 September 2019, so get your application submitted today or you'll have to wait until the next open enrollment period.

If you are ready to start investing in yourself, check out the technical and soft-skill training options through cRisk Academy, the #1 on-demand and webinar training platform for internal auditors. They offer video courses and certification from one hour to multiple day-formats, and you receive a CPE certificate for each training.

cRisk Academy On-Demand Training: https://ondemand.criskacademy.com/
cRisk Academy Webinars: https://www.bigmarker.com/communities/crisk-academy/conferences
cRisk Academy Website: https://criskacademy.com/

The #1 #internalauditpodcast in the world has interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in #internalaudit, risk management, and compliance.

E26 Why Most Auditors are NOT Trusted Advisors

Are you a trusted advisors in your organization? You may think so, but do the executives in your organization actually perceive you as a trusted advisor? Most auditors have not reached this status, and instead feel frustrated or ignored.

In this episode I'll discuss a framework you can use for determining where you are currently, and what it would take for you to get to trusted advisor status. And I'll warn you right now, the answers are not what others are telling you to do. In fact, if you listen to others, you will likely continue to be frustrated. You'll also hear some questions to help you do your assessment and start making your plan.

We all just want to be big trusted advisors (and live in hilltop houses, driving fifteen cars ... nod to Nickelback) and here's how you can get there.

To fill out your application for membership in the Chief Audit Executive (CAE) Forum visit: http://bit.ly/cae-forum-join

The open enrollment period is only open until Friday, 13 September 2019, so get your application submitted today or you'll have to wait until the next open enrollment period.

To listen and for complete show notes and links to downloads, visit: http://www.jasonmefford.com/jammingwithjason/

To listen to this and other Jamming with Jason podcast episodes for CPE credit, visit: https://ondemand.criskacademy.com/courses/

The #1 #internalauditpodcast in the world has interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in #internalaudit, risk management, and compliance.

E25 Elephants and Shiny Objects

It's easy to focus our attention on shiny objects since everyone is talking about them and they just seem sexy. Elephants in the room are rarely sexy, but can represent a much bigger risk to your organization, and are often ignored or overlooked. In this episode you will hear how to determine if you are spending your time chasing shiny objects, or focusing on the elephants in the room.

How does the elephants and shiny objects analogy relate to internal audit? Quick answer: it's about what's on your audit plan. To get the rest of the story, check out the episode.

To access and fill out your application for membership in the Chief Audit Executive (CAE) Forum visit: http://bit.ly/cae-forum-join As a reminder, open enrollment period is only open for a couple of weeks, so get your application submitted today.

If you'd like to sign up to be interviewed for the CAE podcast series, send an e-mail to: jmefford@meffordassociates.com

To listen to this and other Jamming with Jason episodes for CPE credit, visit: https://ondemand.criskacademy.com/courses/

E24 Gaining Different Perspectives to Help Executives Solve Problems with Emilio Rubio

As auditors we need to see the world with different eyes in order to really help executives solves problems. If we only focus on areas within the organization where we believe there is risk, we risk focusing on areas that don't really matter to management. One of the biggest reasons management does not think audit is adding significant value (and the number is pathetically low based on several surveys) is we are not helping them solve the real problems they experience. We often focusing on the narrow lens of internal audit and provide lower value recommendations, instead of thinking strategically as an executive of the organization.

If we want to be seen as a trusted advisor, we need to provide value and insight on areas where the executives are focused. We need to gain different perspectives to have more empathy and understanding of our audit clients. We need to be part of the solution, not another problem executives need to deal with.

Emilio Rubio has served several times as a Chief Audit Executive and in various executive management roles for companies all over the world. He provides a unique perspective as an auditor and executive manager who has seen both sides.

To listen and for complete show notes and links to downloads, visit: http://www.jasonmefford.com/jammingwithjason/

or subscribe and listen wherever you enjoy listening to podcasts: Apple Podcasts, Spotify, Stitcher, PodBean, Google Play Music, or YouTube.

The #1 #internalauditpodcast in the world has interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in #internalaudit, risk management, and compliance.

To listen to this and other Jamming with Jason episodes for CPE credit, visit: https://ondemand.criskacademy.com/courses/

 

E23 Is Your Internal Audit Team Playing Varsity or JV Ball?

If you are ignored by other executives and frustrated getting resources you need, chances are you're playing at the junior varsity (JV) instead of varsity level. In this episode we'll explore some questions to ask so you can assess which one you are really playing, and provide some guidance on how you can level-up your playing so you make the varsity team in your organization.

If you'd like to join the webinar Jason mentioned on influence in this episode, you can register at: https://www.bigmarker.com/crisk-academy/Powerful-Everyday-Opportunities-to-Persuade-that-are-Lasting-and-Ethical-Influence-PEOPLE

Get added to the waitlist for when the CAE Forum opens up to new members visit: https://jasonmefford.mykajabi.com/cae-forum-waitlist-page

To listen and for complete show notes and links to downloads, visit: http://www.jasonmefford.com/jammingwithjason/

or subscribe and listen wherever you enjoy listening to podcasts: Apple Podcasts, Spotify, Stitcher, PodBean, Google Play Music, or YouTube.

The #1 #internalauditpodcast in the world has interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in #internalaudit, risk management, and compliance.

 

E22 I Get By With a Little Help From My Friends

The Beatles were right when they said "I get by with a little help from my friends." In fact the only way we get by is with help from our friends. Sometime though we get the idea we need push forward and do everything ourself. I get it. We are taught to be independent and do things ourself. This was engrained in me my whole life.

The truth is, we all need the help of others and need to be there to help others. In fact, if you don't think you need help ... you probably needs the most help. Also, the further we get in our career, the more we need help, but the less we reach out.

Trying to do the job alone often leads to emotional, psychological, and even physical pain. Yes, you'll hear how I broke my hand trying to do it by myself, and also a story of a bricklayer trying to do the job alone that I heard almost 30 years ago that has stuck with me ever since.

I even need your help, and when you listen, you'll find out how.

If you'd like to get added to the CAE Forum Waitlist mentioned in this episode, visit: https://jasonmefford.mykajabi.com/cae-forum-waitlist-page

Listen to the Beatles "With a Little Help from My Friends"

The #1 #internalauditpodcast in the world has interviews and discussions (jam sessions) relevant to Chief Audit Executives and professionals in #internalaudit, risk management, and compliance.

 

E21 Three Lines of Defense - Comments on the IIA Exposure Document

The IIA recently published an Exposure Document on the Three Lines of Defense Model. Listen to my comments and suggestions for improving the Three Lines of Defense Model and how we can improve our coordination and collaboration with other assurance groups in organizations.

To listen and for complete show notes and links to downloads, visit: http://www.jasonmefford.com/jammingwithjason/

I'm curious to hear your suggestions. Make sure to download the document (see link below) and comment below on social media to let me know what you think.

Three Lines of Defense Review & Survey Open 20 June–19 September 2019
https://global.theiia.org/about/about-internal-auditing/Pages/Three-Lines-of-Defense-Review-Exposure-Document-and-Survey.aspx

The comment period is open until 19 September 2019.

 

E20 How a Total Quality Mindset Can Help Internal Audit Add Real Value with Amanda "Jo" Erven

We are not talking about the buzz word "quality audits" or how to audit Total Quality Management (TQM) processes, but instead how to incorporate TQM principles into the internal audit activity to add real value to our customers. Just as the TQM principles have changed the manufacturing processes, as proven methods to increase quality of goods and profit in organizations, a TQA mindset will increase the quality of audits and ensure you are meeting customer needs, continuously improving, and positively affecting management and culture. Learn the six things you need to do to start incorporating TQA in your audit activity.

Jason Mefford is joined by Amanda "Jo" Erven, the President and Founder of Audit Consulting Education, LLC a firm specializing in progressive Internal Auditing and managment consulting. You can get a copy of her book: "Total Quality Auditing: How a Total Quality Mindset Can Help Internal Audit Add Real Value" on Amazon or her website: auditconsultingeducation.com. If you'd like to attend Jo's monthly webcasts on Total Quality Auditing, you can learn more at totalqualityauditing.com

 

E19 The Importance of Having Community in Your Personal and Professional Life

This week's episode is a little different. We talk about baseball, the IIA's International Conference in Anaheim and having community in your life. We aren't talking about networking: shaking hands, passing business cards, and then leaving. We are talking about making real human connections that develop into friendships and a sense of community that is there to support each other. If you don't have a sense of community in your personal and professional life, it's time to get it now.

Since my breakout session at the IIA's International conference was sold out (standing room only so they turned away people due to fire code issues) I am doing an encore presentation via webinar with cRisk Academy on 30 July. Here's the link so you can register to learn about "How to Become a More Mindful and Emotionally Intelligent Leader" https://www.bigmarker.com/crisk-academy/How-to-Become-a-More-Mindful-and-Emotionally-Intelligent-Leader

If you'd like to experience the tribute to Tyler Skaggs that I saw at the game, check out:
https://www.youtube.com/watch?v=whKZHGXepzY

 

E18 Moving Internal Audit to the Strategic Level with Norman Marks

In order to really add value to your organization, internal audit has to move to the strategic level. Too often we spend our time in the details and weeds and then wonder why executives are not interested in what we have to say. If you are being ignored, you are probably not talking and acting at the strategic level. Unless we focus on what is relevant to executives and the board, we risk being viewed as as not adding value and even worse irrelevant.

Jason Mefford is joined by Norman Marks, a retired Chief Audit Executive, Chief Risk Officer and thought leader to discuss what internal audit needs to do to move up to the strategic level and get a seat at the big kids' table.

 

E17 Giving Up Some Independence is OK, but Lack of Objectivity Will Kill You

Independence and objectivity are two words I hear auditors use incorrectly all the time. Even though the standards describe internal audit as being independent and objective, the truth is very few internal audit functions are truly independent, but we have to remain objective. While we may not be able to control our independence (don't worry I explain in the episode) we have complete control over being objective.

"It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently." - Warren Buffet. While lacking objectivity won't really get you "killed" it can definitely ruin your reputation and get you fired.

If you will be at the IIA's International Conference in Anaheim, make sure to stop by the Unified Compliance booth in the exhibit area to say 'hi,' join me at the breakout session where I will be speaking on Tuesday, 12:45-1:45 on "How to Become a More Mindful and Emotionally Intelligent Leader" or look for the guy in the hat 🙂

 

E16 Invest in Yourself or Nobody Else Will

As we move forward in our career it's easy to wake up one day and realize we haven't really invested in ourselves in years. I know, cause I've been there too. We get so busy dealing with the day-to-day stresses on our job, trying to balance life-work commitments that we don't take time to invest in ourselves. We become dependent on our employer to provide or pay for training, and when that doesn't happen we usually stop taking the time for personal development. After all, we have so much else on our plate, and we don't believe we "have" the time or money.

In this episode, I discuss two "gods" of the strings that we can learn a lot about how to become an expert in our craft. It takes, blood, sweat and tears ... of daily / weekly / monthly consistent dedication ... and a mindset to "make" the time or money investment in ourselves. Learn how these two individuals put in the time to become icons of their instruments.

If you want to be at the top of your game, you have to make time and invest in yourself. If you don't do it, nobody else will think it's important either. When we do invest, we may not become "gods," but the sky in definitely the limit on what we can accomplish.

To access the offer from cRisk Academy to save $100 on your first two on-demand trainings, visit: https://criskacademy.com/save100/

CORRECTION: I mis-spoke during the podcast and learned from my team that we can only issue % off coupons for this, so hope 75% of your first two courses is also OK 🙂

Watch Itzhak Perlman perform Schindler's List with the Los Angeles Philharmonic at:
https://www.youtube.com/watch?v=RYokqDoXQjU

The Jimi Hendrix Experience - Purple Haze (Live at the Atlanta Pop Festival):
https://www.youtube.com/watch?v=cJunCsrhJjg

Here's a link to learn more about Jimi Hendrix from the Rock N Roll Archeology Podcast: http://www.rocknrollarchaeology.com/rock-n-roll-archaeology/2018/6/23/episode-12-machine-gun

Jimi: All Is by My Side (2013)
A drama based on Jimi Hendrix's life as he left New York City for London, where his career took off.
https://www.imdb.com/title/tt2402085/

Listen to Eric Schmidt, former CEO of Google, discuss the importance of having a coach.
https://www.youtube.com/watch?v=mQXiajmANYs

 

E15 Avoiding Resistance by Using the Principles of Influence with Brian Ahearn

Auditors experience resistance from audit clients and others in the organization on a regular basis. Using the six principles of Influence helps build relationships, overcome objections, and help people take action. Incorporating these principles into your work and personal life will help you persuade without manipulation and avoid the extra stress caused by resistance.

Jason Mefford is joined by Brian Ahearn, Chief Influence Officer of Influence People and one of only 20 certified trainers in the world on the Cialdini Influence Methodology. You can learn more about Brian at: influencepeople.biz, or by connecting with him on LinkedIn.

 

E14 You Will Still Get Ignored with only Technical Skills and Staying Out of Harm's Way

Most people in internal audit focus a lot of time and energy on technical skills, ignoring soft-skills since those are just "touchy-feely" topics anyway that aren't that important in internal audit. Think again. You will still get ignored no matter how technically competent you are. The key to being heard and moving to trusted advisor status is through developing soft-skills.

Internal audit can also be a dangerous profession (and I'm not talking about paper cuts). Learn how you can stay out of harm's way.

Make sure to join me for the breakout session at IIA International Conference on "How to Become a More Mindful and Emotionally Intelligent Leader" on Tuesday, 9 July at 12:45. If you'd like to have a mini-interview that will appear on a future episode, make sure to message me on LinkedIn, e-mail me, or stop by the Unified Compliance booth in the exhibit hall, where I'll be hanging out.

 

E13 Doing a Good Job Won't Stop You From Getting Fired

Yep, you read the title correctly. Performing an excellent audit, following all of the standards, and writing a great report won't stop you from getting fired. In fact, sometimes that is what gets you fired. To understand what usually does get you fired, and how to avoid the land mines, take a listen to this episode.

There is also some important information about the upcoming IIA International Conference from 7-10 July in Anaheim, California and how you can be featured on an upcoming podcast episode.

The cRisk Academy webinar referenced in this episode with Jason Mefford and Brian Ahearn on Influence is: Tuesday 7 June, 10am PDT, 1pm EDT: https://www.bigmarker.com/crisk-academy/Avoiding-Resistance-by-Using-the-Principles-of-Influence3-2019-05-21-09-30-pm

If you can't make it to the webinar, the recording will be available later at: https://ondemand.criskacademy.com/

 

E12 The Big 3 Certifications and Developing a Personal Learning Development Plans with Karl Stingily

Certifications are an important part of developing one's career, but you need to focus on the right certifications and learning. We'll discuss the Big-3 certifications (the ones internal auditors should have) and how to make informed decisions about the training and learning needs to move your career forward. Hint: it's not about just getting alphabet soup certifications behind your name, it's about being strategic in determining which certifications and training will move you forward in your career. We'll also give some guidance on top competencies internal auditors need to develop to succeed in the future.

Jason Mefford is joined by Karl Stingily, the Chief Audit Executive at Caeser's Entertainment, the world’s most geographically diversified casino-entertainment company.

 

E11 Making the Shift to Agile Auditing with Rick Wright

Moving to an agile internal audit approach is a big shift in mindset. It is not just performing audits in a more nimble or lean way. It is about using agile methodologies to transform the whole audit process. This method produces a more collaborative approach with the audit client, a more self-managed team mentality, and scheduling the audits in time box work cycles (sprints). This fundamentally changes how we plan, perform, staff and report on audits.

Jason Mefford is joined by Rick Wright, CAE of YRC Worldwide to discuss the big picture view of agile auditing, how to transform your audit team into an agile methodology team, and discusses Rick's upcoming book on Agile Auditing that will be published summer of 2019, which includes a practical approach and case studies on how to move from traditional auditing to agile auditing.

 

E10 Adding More Value and Becoming a Trusted Advisor by Bucking Tradition with Dan Clark

Internal audit has established some great traditions over the years. As Tevye, the character from Fiddler on the Roof said: "Traditions, traditions. Without our traditions our lives would be as shaky as... as a fiddler on the roof!" Later; however, Tevye realizes, "our old ways were once new, weren't they?" We have to be willing to change with the times and create new traditions that provide more value to our organizations than the old ones.

Jason Mefford is joined by Dan Clark, for a discussion on establishing your own personal brand, tips for becoming a better auditor, and making internal audit a career. You'll also learn how to become a trusted advisor and provide insight and foresight.

Dan Clark is the GOAT of Internal Audit (you'll have to listen to learn what that means) and CAE of Washington Trust Bank. In a career that spans more than 30 years, Dan has accumulated a lot of wisdom that he shares in his book: Dare to Be Different - An Auditor's Personal Guide To Excellence. Currently, he is working on new book: The Tao of Internal Audit.

 

E9 Right-Sizing Internal Audit - Benchmarking is Barking Up the Wrong Tree

Most Chief Audit Executives (CAEs) struggle with justifying the level of internal audit resources. When internal audit is viewed by stakeholders as a "cost center" this is an annual challenge justifying headcount and annual budgets, especially when the organization is in cost-cutting mode. Many in the profession advocate using benchmarking as a way to "right size" the internal audit function, but this can be a very slippery slope and is based on some faulty assumptions. A much better approach is to focus on the organizational risks and expectations of the board and senior management to develop a resource level commensurate with the risks and expectations.

 

E8 Moving from a CPE Mindset to Lifelong Learning

Many professionals get caught in a Continuing Professional Education (CPE) mindset when it comes to professional development. A CPE mindset will not get you promotions or new positions. In the knowledge revolution, we have to become lifelong learners - those concerned with learning and growing each day, week, and month - not just completing hours of random CPE each year. Find out how to switch mindsets, increase your likelihood of having your training requests approved, and some questions you can ask yourself to be proactive with your learning opportunities.

 

E7 Ineffective Controls - Case Study from a Large Bank

As auditors we audit the effectiveness of controls and make recommendations for improving controls. If we are not careful, what we may actually do is recommend ineffective controls or try to over control our organizations, effectively strangling the organization and making it more difficult to achieve objectives. Here's a case study showing some ineffective and over control from one of the largest banks in the world that should know better. Makes me want to scream "give me a break."

 

E6 The Future of Internal Audit and an Update to Sawyer's Internal Auditing with Dan Clayton

Jason Mefford is joined by Dan Clayton, for a discussion of how internal audit is evolving and changing, driving some of the updates to Sawyer's Internal Auditing, 7th edition. Information in the International Professional Practices Framework (IPPF), the Internal Audit textbook, and CIA Review Course materials, provide a basis for how to practice internal auditing, but Sawyer's Internal Auditing (one of the most influential books in the profession) fills in some of the gaps in the other material.

Dan Clayton is the Director of Strategy and Knowledge Management for the System Audit Office at The University of Texas System, and was the project leader for the update team to Sawyers Internal Auditing, 7th edition.

 

E5 Companies Lag on Improving Risk Management and Climbing El Capitan with Joe McCafferty

A recently released study from the AICPA and NC State show that despite the constant drumbeat for improving and formalizing risk management processes, most organizations are still way behind in their efforts. When 60% agree the volume and complexity or risk have changed extensively over the last five years, and 65% of boards are call for "somewhat" to "extensively" increasing managment involvement in risk oversight, why aren't more organizations on board with implementing ERM (only 34% have "mature" or "robust" oversight)? We'll unpack the results of the study, discuss some of the reasons and implications this has on organizations, internal audit, and how to use ERM as a strategic advantage.

Jason Mefford is joined by Joseph McCafferty, Editor & Publisher of Internal Audit 360 who recently reported on this study in an article. https://internalaudit360.com/

You can access Joe's article "Report: Companies Lad on Improving Risk Management" at https://internalaudit360.com/report-companies-lag-on-improving-risk-management-programs/

 

E4 Internal Audit Must Embrace Change, or Sink Like a Stone

I spent the last several months interviewing many chief audit executives (CAEs) from all over the world to gain a better understanding of the current state of internal audit. What I found is that not only is the pace of change accelerating at an alarming rate, but along with the mounting challenges come plenty of opportunities too. From these interviews, and my own experiences as a CAE at two organizations, I have identified some clear trends, challenges, and opportunities that most CAEs are working to address.

 

E3 Creating a Support Network and Some Werewolves in London

When we try to go through this thing called life and our career alone, the road is hard and usually full of landmines. It's better to admit we need help and create or join a group that can be a support network and group of advisors before the stress and pressures from work spill over into our personal life and send us spiraling downward.

There is magic in groups. When the right people get together, develop real connections, and provide support and encouragement for each others, some really amazing things happen. Learn how magic happened during the writing of "Werewolves of London," hear a story of what happens when you try to do it alone, and how you can create your own support network, or join a group like the new CAE Forum.

 

E2 Are You Really a Trusted Advisor?

Many support functions in organizations want to be seen as a “trusted advisor” to the business, and internal audit is no exception. There is an aspiration to provide value, so we work really hard proving to ourselves that we are adding value, but other don't see it and tend to runaway.

“And I wonder, I wo, wo, wo, wo, wonder, why,” we aren’t seen as trusted advisors. Maybe it’s because we don’t really understand what “trust” and “advice” really mean.

 

E1 A Little Ditty and Some Elephants in the Room

In this first episode of Jamming with Jason you'll hear a little ditty about the show - format, content, and why this show is being produced. We'll also discuss some of the elephants in the room related to internal audit, the topics of many future shows. This is a real and unscripted show about what it takes to be a successful Chief Audit Executive and professional in internal audit, risk management, and compliance.