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Lean Auditing

Root Cause Analysis & Culture

January 2022 Jan 2022

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Jan

Sat

Lean and Agile Auditing – IIA UK: 26 January 2022

Tickets

Jan 22 all-day

Book here
For more information email James Paterson

Categories: Lean Auditing

January 2022 Jan 2022

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Risk Assurance Testimonials - Services

Risk & Assurance Insights

I contacted [James] for advice as to how Assurance Mapping techniques could be applied in my own authority. Not only were his ideas very constructive, his approach was very professional yet carried out in a friendly, easy going manner which greatly helped my understanding of the issues involved. James was then always happy to deal with any follow up queries I had and he helped to fine tune and discuss the approach with the rest of my team who similarly very quickly formed the same positive view of James’s style and manner. We have recently introduced this new approach into my authority and the results and comments to date have been very encouraging, thanks in no small way to James’s advice and assistance. I would have no hesitation recommending James to anyone.

Gordon Brown, Head of Internal Audit Preston City Council

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Risk & Assurance Insights

I contacted [James] for advice as to how Assurance Mapping techniques could be applied in my own authority. Not only were his ideas very constructive, his approach was very professional yet carried out in a friendly, easy going manner which greatly helped my understanding of the issues involved. James was then always happy to deal with any follow up queries I had and he helped to fine tune and discuss the approach with the rest of my team who similarly very quickly formed the same positive view of James’s style and manner. We have recently introduced this new approach into my authority and the results and comments to date have been very encouraging, thanks in no small way to James’s advice and assistance. I would have no hesitation recommending James to anyone.

Gordon Brown, Head of Internal Audit Preston City Council

Risk & Assurance Insights

James has helped me and my team in a number of areas, examples being improving the way we conduct and report on our audits and helping with our assurance mapping. This has all been done in a positive and supportive manner, helping the team to embed learning from these sessions.

Richard Bean, Head of Risk, Control & Assurance, Electricity North West

Risk & Assurance Insights

James has helped me and my team in a number of areas, examples being improving the way we conduct and report on our audits and helping with our assurance mapping. This has all been done in a positive and supportive manner, helping the team to embed learning from these sessions.

Richard Bean, Head of Risk, Control & Assurance, Electricity North West

Lean Auditing Testimonials - Services

Risk & Assurance Insights

We invited James to look out our ways of working from a LEAN perspective, and help us focus on those key areas where we could make real improvement, both for us, as an audit team, and for our customers. James worked closely with one of our sub teams, getting to the root causes of our concerns, and then facilitated a workshop day for the whole partnership where we explored the issues and came up with agreed ways forward. James was energetic and engaging; he clearly knows what gets in the way of organisations being lean, and helped us develop an action plan that we know will deliver results.

Robert Hutchins, Head of Partnership, Devon Audit Partnership

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Risk & Assurance Insights

We invited James to look out our ways of working from a LEAN perspective, and help us focus on those key areas where we could make real improvement, both for us, as an audit team, and for our customers. James worked closely with one of our sub teams, getting to the root causes of our concerns, and then facilitated a workshop day for the whole partnership where we explored the issues and came up with agreed ways forward. James was energetic and engaging; he clearly knows what gets in the way of organisations being lean, and helped us develop an action plan that we know will deliver results.

Robert Hutchins, Head of Partnership, Devon Audit Partnership

Risk & Assurance Insights

James had conversations with us and read through our existing methodology documentation, before proposing an agenda and associated materials for a workshop. We had a very enjoyable and energising time, and James’ experience and facilitation style helped us to identify a raft of efficiency ideas, two of which we prioritised and worked on in more detail at the workshop itself.

Julian Pratt, Audit Portfolio Manager, Centrica

Risk & Assurance Insights

James ran a very successful lean auditing workshop for us, working in close collaboration with my team and I. It was instrumental in surfacing a number of opportunities to improve our team ways of working and has helped us make improvements in our productivity and value adding contribution. James is to be highly recommended.

Garry Rollason, Head of Internal Audit, Worcs & Warks shared audit service

Coaching Testimonials - Services

Risk & Assurance Insights

James’ coaching style really works for me, helping me get to the core of the matter and always coming away with my own strategy and next steps. I feel listened to and supported yet completely challenged, this balance is perfect for moving forward and taking action.

Claire Jeal, Senior Audit Manager ITG

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Risk & Assurance Insights

James’ coaching style really works for me, helping me get to the core of the matter and always coming away with my own strategy and next steps. I feel listened to and supported yet completely challenged, this balance is perfect for moving forward and taking action.

Claire Jeal, Senior Audit Manager ITG

Risk & Assurance Insights

James has been excellent in terms of helping me to focus on key themes and messaging specific to my organisation, whilst ensuring that the general assurance strategy we have drawn up reflects best practice. I have enjoyed our sessions together, and I think a large part of that is the way James has not imposed a standard one size fits all approach, rather working with me to really understand our business and drawing on my knowledge to shape a suitable risk, audit and assurance strategy. This has all been done within a fairly demanding timeframe so I have appreciated James’ flexibility in working around my day to day business demands. Consequently I feel the output is very much tailored to our business, and represents an efficient and effective investment of time and money.

I look forward to working with James in the future and would certainly recommend him for any work of this nature given the experience that I have had.

Richard Bean Head of Audit, ENW

Audit Team Testimonials - Services

Risk & Assurance Insights

I am a Head of Internal Audit for an investment platform in the City. I use James to provide a specific tailored training program for the audit team. James and I discuss in advance the exact training requirements and he then visits our office to facilitate and deliver the training to develop the audit team's business understanding and auditing techniques. James is able to provide this as an ongoing training program meaning he understands our business and the audit team's strengths and development needs - therefore the training evolves and fits exactly the needs of the audit team. Furthermore, James is able to provide me, as Head of Internal Audit, with coaching and advice on how to do my job better. I highly recommend James because of the high quality advice and training he has provided to me and my team. James has been a major contributor to the significantly enhanced performance of the audit team and to my own improved individual performance as a senior business manger.

Head of Internal Audit, City Investment Platform

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Risk & Assurance Insights

I am a Head of Internal Audit for an investment platform in the City. I use James to provide a specific tailored training program for the audit team. James and I discuss in advance the exact training requirements and he then visits our office to facilitate and deliver the training to develop the audit team's business understanding and auditing techniques. James is able to provide this as an ongoing training program meaning he understands our business and the audit team's strengths and development needs - therefore the training evolves and fits exactly the needs of the audit team. Furthermore, James is able to provide me, as Head of Internal Audit, with coaching and advice on how to do my job better. I highly recommend James because of the high quality advice and training he has provided to me and my team. James has been a major contributor to the significantly enhanced performance of the audit team and to my own improved individual performance as a senior business manger.

Head of Internal Audit, City Investment Platform

Risk & Assurance Insights

James worked with me to turn around an internal audit department and bring it up to date. Over the course of six months he worked tirelessly to help me establish a new strategic direction and implement new processes, reporting etc.
James brought very strong project management skills and a clarity of insight to the project. He was extremely effective at simply getting things done and maintained his sense of humour during what was a challenging time for all of us. I am pleased to say that we met all the deadlines and the department is now functioning as it should.

Greg Coleman, ITG PLC

Other Specialist Areas Testimonials - Services

Risk & Assurance Insights

Sessions are always engaging with James. James has a very good delivery style and keeps you engaged in the topic being presented. He is also very good at engaging with individuals in getting points of understanding. Good pace and discussion.

Auditing Culture, course participant

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Risk & Assurance Insights

Sessions are always engaging with James. James has a very good delivery style and keeps you engaged in the topic being presented. He is also very good at engaging with individuals in getting points of understanding. Good pace and discussion.

Auditing Culture, course participant

Risk & Assurance Insights

James worked in a very professional, timely and attentive way during his assignment with us. He was able to engage the members of the MENON board around the key issues and to help them reaching a consensus on some important points of discussion. His facilitation work made possible the emergence of tacit issues and ironed out some decisions in a very straight but at the same time respectful way.

Fabio Nascimbeni, MENON.

Risk Assurance Testimonials - Training

Risk & Assurance Insights

I effectively learned a lot in a what was a compressed one day and a half training about assurance mapping. James was able to explain the complexity and tried to make it simple. Nice balance of theory and practice. I feel confident in applying a different approach to different audits. I liked the easy going atmosphere. James is actually one of my favored instructors. He is always very approachable and encouraging. He knows exactly how to trigger you to think about how to approach assurance mapping, that in relation to your own organization. Exceeded my expectations.

Senior Internal Auditor - Belgium

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Risk & Assurance Insights

I effectively learned a lot in a what was a compressed one day and a half training about assurance mapping. James was able to explain the complexity and tried to make it simple. Nice balance of theory and practice. I feel confident in applying a different approach to different audits. I liked the easy going atmosphere. James is actually one of my favored instructors. He is always very approachable and encouraging. He knows exactly how to trigger you to think about how to approach assurance mapping, that in relation to your own organization. Exceeded my expectations.

Senior Internal Auditor - Belgium

Risk & Assurance Insights

The course fully met my expectations and learnt many key things in this area which were not known to me before the seminar. James is very knowledgeable and experienced which helped the discussions a lot.

Course participant, Assurance Mapping

Risk & Assurance Insights

James drew a beautiful roadmap for those encountering assurance processes. The shared journey of assurance mapping, by him and others, made class invaluable for all.

Course participant, Assurance Mapping

Lean Auditing Driving Added Value & Efficiency in Internal Audit - Testimonials

Risk & Assurance Insights

James Paterson's book [Lean Auditing: Driving Added Value and Efficiency in Internal Audit] provides the reader with an excellent guide to lean auditing. But not only that it also provides the reader with an excellent framework for how to lead an Internal Audit function and how to develop strong working relationships with internal audit's key stakeholders.

IA professional

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Risk & Assurance Insights

James Paterson's book [Lean Auditing: Driving Added Value and Efficiency in Internal Audit] provides the reader with an excellent guide to lean auditing. But not only that it also provides the reader with an excellent framework for how to lead an Internal Audit function and how to develop strong working relationships with internal audit's key stakeholders.

IA professional

Risk & Assurance Insights

An excellent read. James takes a profession that could be seen as dull and boring and brings colour to it. This is a book [Lean Auditing: Driving Added Value and Efficiency in Internal Audit] for progressive auditors and the next generation - individuals who really see the value in what they are doing and how to get the absolute maximum from the resource. It will also be useful for those people who choose auditors and get audited - what they should be looking for and the questions they should be asking.

J C Young

Risk & Assurance Insights

A book for progressive auditors and the next generation. An excellent read. James takes a profession that could be seen as dull and boring and brings colour to it. This a book for progressive auditors and the next generation - individuals who really see the value in what they are doing and how to get the absolute maximum from the resource. It will also be useful for those people who choose auditors and get audited - what they should be looking for and the questions they should be asking.

Jill

Risk & Assurance Insights

Practical and Well-Written. A must buy for all internal auditors. Plenty of modern lessons and examples.

Private

Risk & Assurance Insights

Buy it Great book!

Risk & Assurance Insights

Well done !! - so many excellent points and great quotes

Nancy Haig

Risk & Assurance Insights

I would thoroughly recommend this book [Lean Auditing: Driving Added Value and Efficiency in Internal Audit] to Heads of internal audit, and all internal audit professionals, who want to deliver more valuable work to their key stakeholders (and their organisation's underlying customers) and who want to ensure that they focus their efforts on only the most valuable internal audit work. Now, who doesn't want to deliver that?

L Carrivick

Risk & Assurance Insights

James Paterson's considered explanations of lean and how it applies to internal auditing are extremely useful for internal audit professionals who want to develop their own capabilities and the capabilities of their audit function and the efficiency and effectiveness of the wider organisation in which they work. There are many internal audit activities which can be improved using the principles explained in this book [Lean Auditing: Driving Added Value and Efficiency in Internal Audit].

IA professional

Lean Auditing Testimonials - Training

Risk & Assurance Insights

Got a lot out of the course, appreciated the fact that it was just one day. A lot of content, but good, very informative. Learnt a lot; more likely to attend virtual courses now. [The course was] very focused with plenty of breaks. Pace was perfect [and] delegates had time to speak.

Course participant, Lean and Agile Auditing

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Risk & Assurance Insights

Got a lot out of the course, appreciated the fact that it was just one day. A lot of content, but good, very informative. Learnt a lot; more likely to attend virtual courses now. [The course was] very focused with plenty of breaks. Pace was perfect [and] delegates had time to speak.

Course participant, Lean and Agile Auditing

Risk & Assurance Insights

Thank you again for your participation in the 2019 GAM conference to present the pre-conference workshop on Lean and Agile Internal Audit. The feedback both onsite and through the speaker evaluation was extremely positive. Attendees found great value in attending your session and even quoted it as the best session of the entire conference! Many requested an encore performance and the opportunity to participate in a full day workshop due to the desire for more time to learn from you. I happily endorse you for any speaking opportunity that becomes available and look forward to again having you as a speaker at a future IIA conference.

Sheena Majette, Managing Director, Conferences, The Institute of Internal Auditors, Global Headquarters

Risk & Assurance Insights

James worked with me to produce a bespoke lean systems workshop. All delegates found that James’s delivery to be excellent and the content was interesting and thought provoking. An enjoyable and informative day.

Graham Harrison, Audit Manager Dudley.

Risk & Assurance Insights

James was really engaging from the start. Interesting to note that delegates shared many of the same problems. Solutions offered were simple and effective. Staff who attended all benefited and came back to the office full of ideas and enthusiasm.

David Harwood, Head of Audit, Huntingdon CC.

Risk & Assurance Insights

James ran a very successful lean auditing workshop for us, working in close collaboration with my team and I. It was instrumental in surfacing a number of opportunities to improve our team ways of working and has helped us make improvements in our productivity and value adding contribution. James is to be highly recommended.

Garry Rollason, Head of Internal Audit, Worcs & Warks shared audit service

Risk & Assurance Insights

Bring him back every year - Root Cause Analysis next time, please. He is fantastic!

Very engaging and easy to listen to, fabulous presenter

Fantastic! I would like to see him back!

Bring him back next year!

He was great! Excellent job at engaging the crowd and keeping it relevant

Excellent, high energy presenter, very enlightening

Very knowledgable, would like to have listened to his two-day class

Participants: Lean and Agile Internal Audit: Driving Value Add, Insight and Productivity in Internal Audit, General Audit Management Conference, Dallas, 2019.

Risk & Assurance Insights

Excellent course James is very experienced and knowledgeable and shared lots with us. Very informative – many thanks

Lean Auditing, course participant

Risk & Assurance Insights

Thank you for the excellent day…The day that you provided was tailored to our requirements, included sufficient details on how lean can add benefit to the work place, was provided very professionally whilst enabling it be a fun day!!. The feedback from staff on the day was excellent. They confirmed that they feel equipped and confident to use a Lean/Risk Based approach, which is down to the delivery of the information you provided.

Helen Jones, West Yorkshire Audit Consortium.

Root Cause Analysis and Culture Testimonials Testimonials - Training

Risk & Assurance Insights

Thank you so much for what has been an extremely valuable training course! The delivery of the training was exceptional and your generous and professional sharing of Pharma knowledge and experience made for a very enriching experience. You did a great job making the material relevant and keeping things interesting… we had multiple comments from participants about how much they enjoyed and found the course beneficial.

Feedback from Audit workshop, Rajani Nair, Amgen Inc, USA

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Risk & Assurance Insights

Thank you so much for what has been an extremely valuable training course! The delivery of the training was exceptional and your generous and professional sharing of Pharma knowledge and experience made for a very enriching experience. You did a great job making the material relevant and keeping things interesting… we had multiple comments from participants about how much they enjoyed and found the course beneficial.

Feedback from Audit workshop, Rajani Nair, Amgen Inc, USA

Risk & Assurance Insights

Trainer was great – James had lots of really interesting and useful examples. Really good intro into this topic and great tools, ideas and examples to take away. I really enjoyed it and want to learn more.

Root Cause Analysis, Course participant

Risk & Assurance Insights

The delivery was really excellent. Very good course with excellent insights into influencing etc. James is very knowledgable and his method of delivery and engagement is brilliant.

Successful Influencing Strategies, course participant

Risk & Assurance Insights

Sessions are always engaging with James. James has a very good delivery style and keeps you engaged in the topic being presented. He is also very good at engaging with individuals in getting points of understanding. Good pace and discussion.

Auditing Culture, course participant

Risk & Assurance Insights

James was fantastic. I would certainly recommend courses by him to other colleagues. James has a very engaging delivery method.

Assurance Mapping, Course participant

Internal Audit Team Effectiveness Testimonials - Training

Risk & Assurance Insights

James is always an engaging tutor. I came along with a view that I already had a fair knowledge about culture, I thought this training course would be a good way to supplement my knowledge and improve understanding. Well, improve understanding it did, but James did this by blowing away any pre-conceived ideas I had. James ensured we were all engaged, and through asking some really good questions about our experiences within the culture area, he was able to break down my assumptions and show me that my knowledge only just scratched the surface. This meant that by the end of the day, my ideas of culture had been completely broken down and then rebuilt.

Participant

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Risk & Assurance Insights

James is always an engaging tutor. I came along with a view that I already had a fair knowledge about culture, I thought this training course would be a good way to supplement my knowledge and improve understanding. Well, improve understanding it did, but James did this by blowing away any pre-conceived ideas I had. James ensured we were all engaged, and through asking some really good questions about our experiences within the culture area, he was able to break down my assumptions and show me that my knowledge only just scratched the surface. This meant that by the end of the day, my ideas of culture had been completely broken down and then rebuilt.

Participant

Risk & Assurance Insights

The courses are given on a structured way and very clearly. The underlying documentation is useful and available in pdf. format. There is a lot of interaction with the students. The students can contribute to the choice of topics they are interested in.

Internal Auditor Belgium

Risk & Assurance Insights

Thank you again for your participation in the 2019 GAM conference to present the pre-conference workshop on Lean and Agile Internal Audit. The feedback both onsite and through the speaker evaluation was extremely positive. Attendees found great value in attending your session and even quoted it as the best session of the entire conference! Many requested an encore performance and the opportunity to participate in a full day workshop due to the desire for more time to learn from you. I happily endorse you for any speaking opportunity that becomes available and look forward to again having you as a speaker at a future IIA conference.

Sheena Majette, Managing Director, Conferences, The Institute of Internal Auditors, Global Headquarters

Risk & Assurance Insights

Thank you so much for what has been an extremely valuable training course! The delivery of the training was exceptional and your generous and professional sharing of Pharma knowledge and experience made for a very enriching experience. You did a great job making the material relevant and keeping things interesting… we had multiple comments from participants about how much they enjoyed and found the course beneficial.

Feedback from Audit workshop, Rajani Nair, Amgen Inc, USA

Risk & Assurance Insights

The course was very good and informative with James excellent presenter and trainer and using his wide range of experience and knowledge help illustrate the content.

Senior Auditor

Risk & Assurance Insights

The presenter was probably the best I’ve had on a IIA course. Excellent, very passionate and engaging.

Audit Manager

Risk & Assurance Insights

The course was very good and informative with James excellent presenter and trainer and using his wide range of experience and knowledge help illustrate the content.

Senior Auditor

Risk & Assurance Insights

I found the workshop that James delivered to be very helpful and very informative and think that it will benefit us all moving forward. We are currently in the process of moving to using the most recent version of Galileo where the focus will be more on risk and thus a lot of the knowledge gained at the course can be put into practice. I think that the course would be very beneficial to others as well.

Audit Manager

Risk & Assurance Insights

Many of our delegates have attended the CIPFA Audit Conference for a number of years, making them a very discerning and often hard-to-please audience. James’ session on the challenges facing heads of internal audit today was described by many attendees as one of the best of the conference, particularly in terms of relevance and focus.

Rikki Ellsmore, CIPFA

Risk & Assurance Insights

Sessions are always engaging with James. James has a very good delivery style and keeps you engaged in the topic being presented. He is also very good at engaging with individuals in getting points of understanding. Good pace and discussion.

Auditing Culture, course participant

Risk & Assurance Insights

Bring him back every year - Root Cause Analysis next time, please. He is fantastic!

Very engaging and easy to listen to, fabulous presenter

Fantastic! I would like to see him back!

Bring him back next year!

He was great! Excellent job at engaging the crowd and keeping it relevant

Excellent, high energy presenter, very enlightening

Very knowledgable, would like to have listened to his two-day class

Participants: Lean and Agile Internal Audit: Driving Value Add, Insight and Productivity in Internal Audit, General Audit Management Conference, Dallas, 2019.

Risk & Assurance Insights

Very good feedback [for you] since 93% was in the 5 (Excellent) or 4 (Very good) category.

Helena Abel, Professional courses organiser ACCA UK.

Risk & Assurance Insights

Thorough background knowledge. Grounded in practical audit processes and ideas to take back. Will recommend course with this tutor.

Audit Manager

Risk & Assurance Insights

In my view every aspect of this course was excellent. The content and style were GREAT. There was very good participation & James does an excellent job of encouraging and facilitating this but at the same time controlling it so that that it does not impinge on time management. Would highly recommend that you run this again and anything else James has to offer. These occasions can be a valuable "morale" booster and a good networking opportunity as well.

Audit Manager

Risk & Assurance Insights

The workshop content and delivery was excellent, for both a refresher for experienced staff and for new comers. I would have no hesitation in recommending the course.

Senior Auditor

Risk & Assurance Insights

Your workshop differed so much because it was shot through with pragmatism and delivered in a refreshingly jargon free manner. Most of the stuff we do as auditors is common sense and there is no need to dress it up as pseudo-science hiding behind meaningless management speak – yet too many on the speaking circuit do just that. I thought you got to the heart of the matter in a very clear and direct way; you helped crystallise some thoughts I have been having recently and offered new insights that I was not familiar with ……so a thoroughly good session, one of the best I have been to for a long time.

Des Kirkpatrick, Network Housing Group.

Risk & Assurance Insights

Your course was excellent, I can’t remember the last time I attended such a good, relevant and topical course.

Alex Pestana