Course Detail(MP167 : Strategies of Effective Client Interviews for Auditors)

UTAP Funding

MP167 : Strategies of Effective Client Interviews for Auditors NEW

7.00 CPE Hours (Others)
Classroom


Programme Overview
 
Communication between auditors and their clients is a big part of the audit engagement. The effectiveness of their interactions will determine the amount of details the auditors obtain to properly complete their work. This could also affect the outcome of the engagement and the amount of follow up work required to complete the engagement. Therefore, it is important that auditors know the right techniques to prepare and conduct an effective client interview and properly document the interview.
 

Programme Outline

  • Before the client interview
-     Know your client
-     Prepare the questions

 

  • During the client interview
-     How to start an interview
-     Asking effective questions
-     Active listening
-     Appropriate body language
-     Challenges when interviewing clients
-     Importance of professional scepticism
-     How to conclude an interview

 

  • After the client interview
-     Follow up action steps
-     Proper documentation of the interview

 
By the end of the workshop, participants will be able to:
 

−    Apply essential steps to prepare a client interview;
−    Demonstrate proper question formulation and delivery;
−    Use verbal and non-verbal communication skills that will enhance the effectiveness of an interview;
−    Describe the importance of professional scepticism in an interview;
−    Identify steps to assess and explore the information; 
−    Practice essential steps to start and conclude an interview effectively; and
−    Document the interview effectively in the workpapers.


Training Methodology
 
Our approach to training is based on adult learning principles to create a conducive and active learning environment where participants can apply newly acquired knowledge, skills and attitude throughout the workshop.
 
We use a variety of interactive and engaging activities, such as role-plays and group discussions, to allow participants to consider new ideas and apply their new skills to realistic scenarios in a safe learning environment.
 
As a result, participants will leave our workshop with the confidence to immediately interview their clients effectively.

Closing Date for Registration

1 week before programme or until full enrolment.

Intended For

This workshop is a foundational level programme for auditors and other professionals involved in consultancy engagements who require interaction with clients.

Competency Mapping

Others = 7.00 Hours

Schedule & Fees

Date & Time

12 May 2020 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 337.05
For Non-Members: $ 404.46

Programme Facilitator(s)

Julie Yeap

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

06 Oct 2020 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 337.05
For Non-Members: $ 404.46

Programme Facilitator(s)

Julie Yeap

Venue

60 Cecil Street
ISCA House
Singapore 049709

Testimonial

Funding

1] NTUC Union Training Assistance Programme (UTAP)
UTAP (Union Training Assistance Programme) is an individual skills upgrading account for NTUC members. NTUC member gets to enjoy UTAP funding 50% of the unfunded course fee capped at $250 every year. This excludes miscellaneous fees such as GST and registration fee etc.
 
This course is approved for UTAP support for intakes conducted between 12 June 2019 – 31 March 2020.
 
As UTAP is given on calendar year basis, and calculated based on year of training taken, it cannot be accumulated.

  • Maintained paid-up NTUC membership before course, throughout course duration and at the point of claim and;
  • Course by training provider must be supported under UTAP and training must commence within the supported period and;
  • Unfunded course fee must not be fully sponsored by company or other types of funding
  • Unfunded course fee must be S$20.00 and above, and;
  • Member must achieve a minimum of 75% attendance for each application and sat for all prescribed examination(s), if any and;
  • UTAP application must be made within 6 months after course ends.

 
Please refer to the UTAP Application Guide 
here on how union members can apply for UTAP via the system.
 
To submit for UTAP claims, please visit 
http://skillsupgrade.ntuc.org.sg/. Terms and conditions apply.
 
Should you have queries on the funding scheme, you can email to UTAP@e2i.com.sg or call NTUC Membership Hotline at 6213-8008.

Programme Facilitator(s)


Julie Yeap
CPA (US), ACTA, DACE
Specialist Adult Educator
Adult Educators’ Professionalisation, IAL

 
Julie is a qualified US Certified Public Accountant (CPA) and started her career as an Auditor with Ernst & Young (EY) Singapore where she managed a large portfolio of listed and multinational audit clients in various industries.
 
Subsequently, she transferred to the Learning & Development (L&D) department of EY to pursue her passion to become a trainer. There, she focused on facilitating topics related to auditing and soft-skills for participants across all ranks in EY. As a Director, Julie headed the L&D function across ASEAN, where she was responsible for driving the learning and development initiatives to develop organisational and people capabilities in 14 countries.
 
After more than 15 years with EY, Julie left to focus on being a facilitator and an executive coach. She is now the Managing Director and Founder of Mastering Success, a corporate training, coaching and consultancy company.
 
Julie specialises in facilitating topics related to presentation, communication, coaching, leadership and other interpersonal skills. She also coaches executives in various organisations and strongly believes in applying the strengths-based coaching approach to help her clients become more efficient and effective in their workplace.
 


Programme Overview
 
Communication between auditors and their clients is a big part of the audit engagement. The effectiveness of their interactions will determine the amount of details the auditors obtain to properly complete their work. This could also affect the outcome of the engagement and the amount of follow up work required to complete the engagement. Therefore, it is important that auditors know the right techniques to prepare and conduct an effective client interview and properly document the interview.
 

Programme Outline

  • Before the client interview
-     Know your client
-     Prepare the questions

 

  • During the client interview
-     How to start an interview
-     Asking effective questions
-     Active listening
-     Appropriate body language
-     Challenges when interviewing clients
-     Importance of professional scepticism
-     How to conclude an interview

 

  • After the client interview
-     Follow up action steps
-     Proper documentation of the interview

 
By the end of the workshop, participants will be able to:
 

−    Apply essential steps to prepare a client interview;
−    Demonstrate proper question formulation and delivery;
−    Use verbal and non-verbal communication skills that will enhance the effectiveness of an interview;
−    Describe the importance of professional scepticism in an interview;
−    Identify steps to assess and explore the information; 
−    Practice essential steps to start and conclude an interview effectively; and
−    Document the interview effectively in the workpapers.


Training Methodology
 
Our approach to training is based on adult learning principles to create a conducive and active learning environment where participants can apply newly acquired knowledge, skills and attitude throughout the workshop.
 
We use a variety of interactive and engaging activities, such as role-plays and group discussions, to allow participants to consider new ideas and apply their new skills to realistic scenarios in a safe learning environment.
 
As a result, participants will leave our workshop with the confidence to immediately interview their clients effectively.

Closing Date for Registration

1 week before programme or until full enrolment.

Intended For

This workshop is a foundational level programme for auditors and other professionals involved in consultancy engagements who require interaction with clients.

Competency Mapping

Others = 7.00 Hours

Programme Facilitator(s)

Julie Yeap
CPA (US), ACTA, DACE
Specialist Adult Educator
Adult Educators’ Professionalisation, IAL

 
Julie is a qualified US Certified Public Accountant (CPA) and started her career as an Auditor with Ernst & Young (EY) Singapore where she managed a large portfolio of listed and multinational audit clients in various industries.
 
Subsequently, she transferred to the Learning & Development (L&D) department of EY to pursue her passion to become a trainer. There, she focused on facilitating topics related to auditing and soft-skills for participants across all ranks in EY. As a Director, Julie headed the L&D function across ASEAN, where she was responsible for driving the learning and development initiatives to develop organisational and people capabilities in 14 countries.
 
After more than 15 years with EY, Julie left to focus on being a facilitator and an executive coach. She is now the Managing Director and Founder of Mastering Success, a corporate training, coaching and consultancy company.
 
Julie specialises in facilitating topics related to presentation, communication, coaching, leadership and other interpersonal skills. She also coaches executives in various organisations and strongly believes in applying the strengths-based coaching approach to help her clients become more efficient and effective in their workplace.
 

Upcoming Schedule

Date & Time

12 May 2020 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 337.05
For Non-Members: $ 404.46

Programme Facilitator(s)

Julie Yeap

Venue

60 Cecil Street
ISCA House
Singapore 049709