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Leadership MEQ™: Mindset, Emotional Intelligence & Leadership Qualities

The full framework: lead with clarity, communicate with influence, and build trust under pressure.

Learning objectives

• Understand Leadership MEQ™ as a blend of mindset, Emotional Intelligence, and leadership qualities.
• Identify and cultivate vision, empathy, adaptability, and communication skills.
• Align personal goals with core values through self-reflection.

• 8 hours
• 8.0 CPEs
• Intermediate

Internal Audit as a Trusted Business Advisor

Write findings that explain business consequences, hold the message under pushback, and build relationships so the business asks for advisory work. About two-thirds hands-on, mapped to the IIA Global Internal Audit Standards.

Learning objectives

• Write findings that explain business consequences, with a three-sentence executive summary.
• Handle stakeholder pushback without giving ground on the evidence.
• Build relationships so business leaders ask Internal Audit for advisory work.

• 4 hours
• 4.0 CPEs
• Intermediate

Booked by Guardian Life Insurance (May 2027)

Emotional Intelligence for Internal Auditors

Apply Emotional Intelligence across all four phases of an audit: self-awareness in planning, self-regulation in fieldwork, social skills in reporting, and empathy in follow-up. Includes role-plays, case studies, and stress-management exercises.

Learning objectives

• Understand the role of Emotional Intelligence in the AI era.
• Explore how Emotional Intelligence enhances human-AI interactions and decision-making.
• Apply Emotional Intelligence to audits to make them more effective.

• 8 hours
• 8.0 CPEs
• Intermediate

Delivered for IIA Trinidad and Tobago

Harnessing AI for Enhanced Auditing Efficiency

Use AI to work smarter, and lean into the human judgment AI can't replace.

Learning objectives

• Identify where AI tools can speed up planning, fieldwork, and reporting in an audit.
• Evaluate AI outputs for accuracy, bias, and risk before relying on them.
• Strengthen the human skills AI can't replace: judgment, skepticism, and stakeholder trust.

Delivered for IIA Greece

For partners, owners & senior leaders

Legacy Leadership: Succession, Systems & Scale

Executive presence under pressure, decision rights and delegation, succession and bench readiness, and systems that scale beyond any one leader.

Learning objectives

• Lead with executive presence when the stakes and the pressure are high.
• Set clear decision rights and delegate so the team owns the work.
• Build a succession plan and systems that let the firm grow beyond any one leader.

• 16 hours
• 2 days

Delivered for CalCPA

Staying Competitive: Technology for Relationships, Brands & Controls

Use AI and technology to strengthen relationships with clients, partners, and employees, build a values-driven brand, and make internal controls future-ready, with hands-on exercises throughout.

Learning objectives

• Learn the importance of human connections in business and how technology enhances these relationships.
• Gain insights into aligning brand values with public image through technology.
• Discover how technology strengthens internal controls, business security, agility, and competitiveness.

• 4 hours
• 4.0 CPEs
• Intermediate

Delivered for TGS

Also available

Audit Mindfulness

Staying focused, calm, and clear under deadline pressure.

Learning objectives

• Apply mindfulness and Emotional Intelligence techniques in auditing scenarios.
• Enhance stakeholder communication through active listening and empathy.
• Incorporate mindful leadership qualities into the audit process.

• 4 hours
• 4.0 CPEs
• Intermediate