Foundations for a Strong Internal Audit Department 3 CPE

The instructor provided key points on how to prepare for video calls and meetings.

Such a great course, and very useful tools! I would highly recommend it.

I just went through a difficult situation and thus was taking this class so as to understand how I handled the whole situation. This is a great course and very helpful. I will definitely come back to review the slides from time to time. When Lynn mentioned that we should really pat ourselves on the back for handling the difficult situation, I truly felt relieved. My family and friends could not understand my decision of disconnect with the gangs of difficult leaders, perhaps perceiving me as a loser; however, Lynn appears to really understand what I went through and her lecture covers all aspects of this kind of situation. I recommend this course to anyone who needs it!

This is a great course. Easy to understand, clear and concise. I recommend it for anyone looking to better understand the controls in the order entry process.

Great information about useful tools. Didn't know there were so many plugins available

Principles of Ethical Team Leadership is an important part of corporate culture. learning the fundamental principles will increase the value of the company and benefit everyone involved

It's hard to distill the entire history of ethical thought down into a 2 hour business course, but I give credit to the instructor for making the effort.

Great course and presentation! Instructor does an excellent job at explaining ratios and analysis so that it is easily followed.

When preparing for an Internal Control Certificate, it's essential to choose resources that align with the specific certification or credential you are pursuing and to dedicate sufficient time to study and practice. I would recommend this course.

Many typos in the quiz and test, making it difficult to parse what the questions were seeking.

Very interesting course! ..................................................................

I think the instructor does a great job explaining the information and providing good examples.

The excitement of the content combined with the enthusiasm and insight of Mr. Wasny make this course, along with those he presents on AI, the most inspiring and motivational I've experienced on this platform.

Awesome!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

The course is well organized and easy to understand!

Great course on ethical and regulatory considerations for remote employees. This will interest you!

Good overview of top skills needed for internal audit management including what is needed to transition into this role.

Understanding COSO and the related principles, as well as POF is a great help to my profession as an internal auditor.

Great course with good examples of important aspects of the profession and certification.

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Exam was helpful in understanding the importance of a top-down risk assessment. Thank you.

Good ethics overview course with real life examples

Interesting class. The final exam comes more from the class than the handouts, would like to see all material in a hand out for reference after the class.

Good overview of professional ethics for New York CPAs.

Well thought-out content and presentation. Periodic mis-spell and various fonts made it seem less professional and the course was prepared on the fly with heavy Covid-19/Zoom fatigue :)

This course was a good refresher. This course is ideal for people not as familiar with accounting. Thank you.

The course covers a significant amount of material that is often uncommon such as disposal of divisions and going concern treatments. It's well done and interesting.

Though I am not directly into cash flow analysis in my work, this lesson was an eye openiner for me.

Informative, interesting and up-to-date. Useful for all employees, particularly for managers.

Concise review of journals, ledgers and GL. Good use of examples. The PDFs are extremely helpful as I listened to the recording.

I really appreciate the CPE surrounding IT risks. Hoping to see more about OT risks in the future ... given IT/OT convergence (standards are: 62443, Purdue and cross-reference to NIST). I am an IT/OT Third Party Risk Manager, and my focus is Operations Tech (large manufacturing). Thank you!

Slides did not cover all necessary information for quiz.

On often overlooked topic for those in the non-IT/cybersecurity sector. Great overview on important topics on handling and preventing security threats.

Great course covering many important concepts and history behind evolution of current accounting standards

Good overview of 2023 fraud trends and beyond, how account takeover happens, including the detection and prevention strategies for account takeover.

Good overview of Enterprise Risk Management to help a beginner auditor understand concepts and roles played by various levels of the company.

Interesting and informative course with relevant information to understand the controllership function. Easy to follow and understand.

Excellent course on some basics of Strategic Management. Nice intro for newcomers in the workforce who have not grasped the importance of strategic placement in the market.

A very clear explanations, covering all topics. I really love the session. Perhaps can get a more exciting slides or link share for reference. Overall, good. thank you!

The class was presented in a perfect pace for my learning style. The slides are easy to follow and great for future reference.

a good course for cia holders who need ethics trainings.

Very informative. Love the structure of the course.

Good refresher on basic concepts of identifying controls and documenting them in flow charts and process narratives.

This course provides some great information. The topics covered are very helpful as well.

its a great course with full of information! i find it useful for me to detect a fraud next time

Great exposure to Fraud Risk Management Strategy. Fraud Risk Monitoring is crucial in today's business environment. Professionals from business and accounting background could make use of the information for professional certification studies and on-job applications. I would definitely keep the notes for future reference.

great refresher course. it really helped me understand the ethics and compliance framework at a high level.

The course is very useful for those risk management professionals who need to rethink their organizational planning efforts.

I like the overarching subject matter of the course and especially the sections on SWOT

"Corecard" is listed as an answer option rather than "Scorecard." The typo can be confusing.

Good overview and introduction in the terms of fraud, comprehensive slides

Might be nice if there were more theory vs straight up calculations.

This webinar is helpful in understanding the annual audit that we go through in our company. Thanks.

Professor Wu - This is second course of yours that I am taking and I am amazed of the various tricks and tips you have illustrated on sumifs and pivot tables. And yet, I am considered to be a pivot table expert! Thank you, I will continue to practise and use them for better outcomes.

This course is a good overview of professional ethics for MD CPAs

Good overview, would love a follow-up course that dives even deeper on deal killers.

Material not specific enough in terms of definitions and concepts.

Great! Thank you for another useful and interesting course. Awesome summary.

Great. Perfect. As usual. I really like this trainer. Clearly presented.

Great way to ground myself in the basics and refresh/sharpen my skills.

It was very interesting course. It made me feel how important to build confidence and trust in an organization.

Concise content and very helpful considering the global business environment and impact of digitalization driving the increase in fraud incidents.

good historical perspective on how batch has transformed into on-line

This was a good course, i enjoyed this course. It was a good refresher.

Poor grammar and punctuation in most slides, plenty of redundancy.

Material and review/exam content was not crisp and clear. Review question & answers were not accurate. Exam questions and answers were confusing and subjective.

Ethics is difficult to teach, although you would think otherwise. This is a great course to address the esoterics of the subject.

Contains some helpful information when trying to schedule time with management

I liked the presenters tone, word choice and rate at which she talked. It helped me to better follow along.

The professor explained the details of five stages of project management process clearly.

This is an excellent course from Lynn Fountain! The real-life scenarios and current event considerations bring life to the topic.

"How should the control environment be viewed by organizations?" <--Based on the expected answer, this question is written extremely poorly & is misleading.

Lynn, the generational divide is an important concept to understand when hiring. This class helps me to understand the challenges in how I must lead the different members on my Team. The biggest challenge is in group meetings and in Team building. This course is very helpful. Thank you, Larry

The course was adequate but suggest you relook at the questions. The use of not in the questions is very confusing even for the most experienced person. Also your question in the final exam on incentives is poorly worded

Generally a good training session with real life examples that help to explain the concepts.

Great job outlining steps to take for gradual improvement

This is a nice basic overview of the subject presenting information. It does not get bogged down in the fine details. Thanks.

I dont think you needed to get political with your exam question. Especially since its opinion. It seemed a bit unethical.

A good course and easy to understand, organizations should focus on continous improvement.

Very interesting study. Clearly stated and kept my interest

No comments, thanks.

Your courses have all been so wonderful, so informational, and so thorough--in short, greatly appreciated by me! Thank you for sharing your expertise, your wealth of knowledge, your inclusion of examples! I have greatly enjoyed reading and listening to all of your lectures thus far.

Straightforward ethics course, mostly verbatim from the Ohio Revised Code. Meets the objectives, but would have appreciated more examples.

Easy to follow. Relatable content. Clear presentation.

Great class- one of the better ones! As someone who has a published book, I can attest to the importance of editing.

Chris's class was great! It provided several topics to think and reflect on.

The course was beneficial to learning about control deficiencies and how to properly assess them for a material weakness.

Segregation of duties: one of my favorite topics in audit. This is definitely a much harder concept to implement in smaller companies where staff are limited.

Great introduction course! PLEASE REVIEW THE COURSE FOR THE NUMBER OF CPE CREDITS. SHOULD BE 2.5?

A very thorough course covering all important areas: skill for IA management, managing the IA function, and building effective relationships with the Audit Committee. To be successful with the Audit Committee IA should make sure that management takes appropriate action to audit findings before raising the issue with the Audit Committee.

While downloading the slide deck noticed the slides on communication were missing.

This was a very confusing one. I finally passed when I answered one question which seemed again what the material and I understood. It was question six. I disagree that it should be answer A. A going concern is considered when a company has issues about going a year from the opinion letter date.

Straight forward course with good content. I liked that the course was easy to follow while it provided all of the information needed.

Great addition to illumeo. Really helps keep up with the Ethics requirement in a timely manner.

A video presentation would have been helpful to augment the paper.

Fraudulent expense disbursements may happens at any kind of organization. This course will provides interest and necessary knowledge about the most common fraud type, also provides the techniques on how to identify it. Good course for everyone in professional organizations.

This was a good refresher course on financial statement basics.

Great course of audit committee effectiveness in the aftermath of 2007

Great content! I really learned a lot about how to apply Excel functions to financial planning & analysis.

Very straight-forward explaination which made the lecture easy to follow.

Good review course. This was a solid refresher for something I have been away from for some time.

Great coverage of topical area. I enjoyed the approach and would make this part of every professional's annual CPE.

Good job and presentation. We need more presentations like this in all of our organizations

Exam questions too many! they should be broken to three or four parts!

Very interesting, had not heard about this before!

Very good insight yo know the basic of segregation of duties in a Company.

This was both relatable and informative. Definitely worth the time.

Interesting content on how to capitalize assets, slides need more details on resourses.

It would have been helpful to have the slides as a handout. There was a lot of good information covered in this course and it would have been great to have the handouts for future reference.

Sincerely one of the best training courses I've taken in a while. Great take away and presented in a way that lingers with the audience.

Great course in ethics of the CFO. Employees will only be as good as their management and this course emphasizes how the CFO can set the standard.

I thought the course was very helpful. It is well laid out and a lot of good guidance on building overall communication at an executive level.

Recommended for anyone who needs a refresher on auditing or anyone who is about to go through an audit!

Very well presented. Easy to understand and follow.

This course was a good introductory to blockchain technology.

I learn better when I can read-along with the narration script; providing that would be helpful.

This course helped me strengthen my understanding of IA fundamentals.

Course explain, in a clear and simple way, what to check and what are the most common issues on board. It is what we need to understand quickly the requirements of a specific part of a procedure

An important aspect that companies forget to look at because cyber attacks are seldomly experienced by them. Great refresher on how to react to cyber attacks

I enjoyed this course. It opened my eyes to some thing that we as an internal audit team are not doing and I will suggest this training to my supervisor and coworkers.l

Clear and easy to digest information. Helps understand how some people get stuff done and others don't. Stepp explains this by incorporating personal experiences.

Supporting materials helped drive home discussion, relevant for CPA day-to-day dealings with Operations and Executive Management.

At times felt like the instruction generally repeated the bullet points on the screen by rearranging the words without providing much additional context. Did provide someone food for thoughts about the leadership styles of the people I work with.

Solid examples provided during the course. I agree with one of the key concepts, which was made very clear, that a conflict interest is not necessarily a problem. Once a conflict of interest is identified, it must be evaluate before determining what remedial action should be taken (if any action is required).

Good course. I've already read Haidt's "The Righteous Mind" and read up on the Milgram experiment, but it was good to see those tied in to business ethics.

Well done, very easy to follow along and the short cuts are real world useful. I plan on using excel more and more in my professional career and this course is a great starting point for easy to follow shortcuts.

The course is great for refreshing the skills in Pivot Tables. It is very informative and detailed. The presenter discusses the topic in a step-by-step procedure making it very clear and easy to understand.

Nice looking/professional presentation and materials.

I liked the course in the video format. The presentation highlights key aspect of the SOD and easy to follow.

Very insightful with some very useful sources of additional information that will come in handy.

I love this XL guy. He's got great slides and always takes the time to explain them properly.

Great Course I think we need more documentation.

very good high level information for lending business details

Very cool course! Many really useful things have been explained.

good course with good examples listed throughout the course

Audio makes it more easier. Text while good for a busy professionals having audio will be easier to follow

The material is useful but the instructor is monotone,which makes it difficult to stay engaged.

This course was a refresher. It is very informative and covers all the key components of the Internal Audit function at a very detailed level. I think this course is crucial for people with 1-4 years of experience, but overall everyone needs to take this course.

This course provides a detailed materials on preventing and detecting fraud.

Thought this was 10 great mistakes that were walked through very well.

After having been away from auditing for many years, this was an excellent refresher course.

Good overview of whistle-blowing and the statistics included in the pdf are good to see.

I would recommend this course for everyone. This is basic fundamental information that everyone should know.

I highly recommend this course to anyone working in accounting. The class material is filled with lots of examples. Great class.

great course for definitions and basic understanding of forensic accounting

great class, easy to use, material presented well, very organized, key points listed for every subject

This course does well at explaining keys to maintaining independence and objectivity as an auditor.

Proper Documentation Methods for Internal Audit and Internal Controls Processes is a very good course designed to emphasize the importance of documentation in the world today. It introduces different methods for properly documenting information while providing pros/cons to each.

although some of the advice might seem too obvious, overall it's a great overview of best practices on how to prepare for the interview

It is a very good course. I strongly recommend. It shows what CPAs need to know in business. Easy to understand.

great overview. educational Bruce obviously speaks from experience.

GREAT synopsis for documenting internal controls. This course really refreshed some points that I am pursuing in my organization.

Well-organized. Very helpful for anyone teaching financial accounting.

It seemed very general to someone with any knowledge of the yellow book. The presenter tried to make it interesting.

This course should be required viewing by anyone involved in risk or assurance functions!

This course is very helpfull and effective. I think it is a good start.

This course is outdated, based on 2016 tax law. It is completely irrelevant in 2018/2019. It needs to be updated.

Good insight in personalities and leadership. Excellent explanations of human behavior

Very informative class on accounts payable and what they exactly do!!

This is an interesting and complex topic. I would have liked to see a longer, more indepth session.

Interesting information. Especially liked the Custom Views discussion

Interesting and easy to follow. Taught some topics that I had doubts on.

Good Information, started to drift during the conclusion!

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Great review! It takes perfects examples of day to day business operations that are standard across many types of different companies.

Course provides very good information related to the difference between general controls and application controls.

I liked that the videos could be watched either individually as you have time or as one segment. Individuals with minimal experience will get the basics from this course. I plan on referencing the information as I move forward in my position.

I strongly recommend this course to anyone with the hotline.

This course provided a good overview of the 2018 tax law changes. Its focus on both commercial and personal impact was very helpful.

There is no correct answer for question #3. Can you double check this?

The speaker has provided very nice explanation with examples.

Really helpful course with relevant information to use every day.

Really liked discussion around the two types of leadership and the characteristics of each. Good guidance from presenter in terms of focusing on one of two qualities to improve over the next 6 months. Overall a very practical session that anyone can benefit from.

Great information! Easy to understand and overall meaningful content....

Nice course designed to provide the basic introduction to revenue from contracts with customers

Course was very interesting! Its also very useful for further understanding.

This course covered various leadership style, with pros and cons for adopting/applying each style. However, adding to the slides the pictures of leaders ( who may or may not have demonstrated certain leadership style) was a distraction and minimized the course effectiveness. For example, was Princess Diana an inspiration leader? Perhaps not! Was Dr. King a non-authoritarian leader? Absolutely not!!! This course is about organizational leadership. Therefore, perhaps the author should use corporate leaders (past and present) and specific corporate examples to depict each leadership type AND to make the course stronger.

Excellent course for ratio analysis, very well presented

There are no slides for this series that are needed for documentation purposes.

Program materials were relevant and contributed to the achievement of the learning objectives.

Lot of new information to absorb but was very informative .

Very insightful and great suggestions for creating a mutually beneficial relationship between leader and subordinates.

Good overview of models and high level theories, but would have liked to see some of the examples actually done in Excel or another tool.

This was a good overview of the internal audit function, with all relevant parties and within the department.

I love how you used very clear and specific examples! Thank you Leslie!

Very clear and concise course to assist with navigating the critical pieces of the P&P's.

Very well organized material presented in a very professional manner by a highly qualified instructor. Blend of humor along with the important information was a plus.

Slides are brief and simple to read, the presenter does talk straight to the point and make it easier to absorb.

nothing to add good course on financial information that is useful in conversation

It was a well though out. Well verse class. I am very familiar with the course material but it was still presented reasonably.

A lot covered in a short period of time, which I like!

Helpful information!

Quick and easy to understand overview

Interesting real life cases.

Concise introduction to project management.

Instructor is very animated - good basic overview/refresher.

I really enjoyed learning about the different ways to collect, merge and validate data. I thought is was very interesting and useful to know that there is an excel add-in where you can get data from the Federal Reserve (Fred) as well as data from the U.S. Census, and Google Trends.

good general information

This was a good refresher course on CVP

Some more error rectification technique may be included in this course.

Excellent course for finance professionals.

A very interesting topic, another one they don't teach you in school.

na

Very informative

I really appreciate the examples, thanks!

Course is easy to use and the instructor was very knowledgeabe. Also the material was easy to follow and kept me engaged while the instructor went through the course.

Good information especially for someone new to accounting.

Perfect certification

Excellent, great summary

clear and concise.

Good job. Thanks!

pretty good course, a little dry for my taste

Good overview of SEC Reporting

Good overview of 606.

This is a very detailed and informative course. I really enjoyed it.

intesting

Engaging and knowledgeable presenter.

liked the convenience; it was good information

Nice

Nice course

The class delivery was efficient and effective.

Good overview.

Clear and concise - great examples provided. A great course for any experienced auditor.

Good introductory course to the topic

Great slides and easy to follow. Highly Recommend!

Now I use the sub total function.

good review material

Great class will implement the information on subtotal tomorrow will look for more of these

interesting info

Great intro to IA department

Interesting and a good introduction

This course covered some seemingly basic concepts that are huge time savers if you are unaware of them.

Love this one.

I really enjoyed course. I would like to be able to see the correct answer for exam questions wrong.

Concise and easy to watch

Very good course hoping to find a 2.0 version.

I liked that I learned something

I like the course as it fits the non IT auditors. The presenter needs to be more interactive.

Bud is simply an excellent teacher. Terrific content and he leads with a passion for what he is teaching.

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More information on analytics to identify misuse.

Basics

This is a good reminder about a tool that can help you as you manage a company.

Informative class.

Fun and revelating

Excellent course

Very informative. A must have tool for a manager.

Enjoyed it.

Too much time spent discussing the presenter's qualifications

Good material, boring delivery. It was hard not to fall asleep.

I liked the ease with which the subject was presented.

Test questions were not captured in the presentation materials.

Excellent overview about risks and things to look into.

Great course!

The last question did not seem to be worded as well as it could have been.

Did not like questions about Apple. Numbers not in front of me.

Good overview...

It was a very good course

I really enjoyed this course and learned a lot of new Excel tips! The excel worksheets were good to do along with the video. The quiz and final exam were not really related to the course material, but the questions weren't that difficult if you know how Excel works. I really enjoyed this course, and I have already implemented these tips into my daily work.

Great tips!

Good point

Easy to understand.

excellent refresher

Excellent tips for efficient use of email!

Excellent instruction and course. Very articulate, avoids technical language, good foundation.

Excellent Course!!

Great beginner-level course on SaaS which provides a basic understanding of key terms and metrics

Overall discussion of contracts

I liked how he explained how the working capital ratios effected ACME to provide a real life scenario

Very simple to the point

Excellent course for a macro overview of the treasury management process

A very informative course, full of useful examples, very well presented, and make a complicated topic quite easy. Thank you.

Enjoyed the examples used to emphasis points of discussion.

Bullet points - not the entire conversation or presentation - Please!!!!

A lot of topics were covered that crossed each other in scope, as in real life! Clarity came after multiple review of the topics. Definitely spoke to the challenging task of internal auditing and modifying the audit charter to accommodate a changing environment and company functioning. Gained greater respect for the complexity of creating a company that keeps it "top game".

Great course. PDF is great for a review tool before final exam.

Great instructor, great overview!

Great overview, I found this very helpful being new to the payments business. Thank you for creating this!

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Too many slides in the deck. Some of the color background slides do not have the proper contrast and are high to read. Course should be more than 1 CPE based on the amount of material.

Well presented concepts.

I really like Lynn's systematic explanations, as she explores every facet of every skill needed in today's internal auditor.

This course was excellent!

ok

Good overview of SOX 404. I found the information to be very useful.

l like learn about this course and subject We will follow full courses for an intense love thank you very much

Interesting process for presenting to angels

It would be better if the items were shown in motion (vs. the slide with numbers). Also the sound quality was a bit poor.

A quick refresher of excel tips that was definitely worth my time.

Good summary

This course is worth checking out. Like most Excel programs, it covers some items that should have been learned through regular use but is lso shows some new approaches.

OK. But a lot of repetition.

A nice over all review of the financial principals.

great overview.

This is a great synopsis of the IPO process, including the key regulatory considerations and planning elements. I highly recommend this course.

The course was excellent. It met my expectations.

Once again an excellent presentation by Blair! This was a great short and sweet review of a very important topic.

Easy learning and well explained.Worth learning.

Well organized presentation of a very important topic

This course provided more in-depth and hands on job information as compared to the COSO series.

Materials were good and supported the areas adequately.

Likes It is a very well-organized course which works well for self-study. It provides a very comprehensive review of Internal Audit. The organizational view is realistic and very helpful. Opportunities for improvement Develop better examples and have more case study content.

Very helfpful for future financing avenues and IPO considerations.

A tough subject made much easier to comprehend through incremental learning and great real-life examples.

This course was a great review as I haven't worked with these statements in a while

Great course and very relevant to email / org / management of time

Good amimated speaker.

Good slides, pretty good presentation

very usefull.Thank you !

great course