Preparing for an External Quality Assessment (EQA) - IIA UK: 1 May 2019

Risk Assurance Testimonials - Services

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

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Lean Auditing Testimonials - Services

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

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Coaching Testimonials - Services

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

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Audit Team Testimonials - Services

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

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Other Specialist Areas Testimonials - Services

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.

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Risk Assurance Testimonials - Training

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

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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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

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

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

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

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

Nancy Haig

Lean Auditing Testimonials - Training

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.

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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.

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.

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.

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.

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

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

Root Cause Analysis and Culture Testimonials Testimonials - Training

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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Internal Audit Team Effectiveness Testimonials - Training

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

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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

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

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

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

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

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

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

Helena Abel, Professional courses organiser ACCA UK.

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

Audit Manager

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.

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

Audit Manager

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

Alex Pestana

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

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.

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

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

Preparing for an External Quality Assessment (EQA) – IIA UK: 1 May 2019

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