By Stephanie Porter, Tim Duhamel
Learn how to ensure a successful audit and enhance your ability to make a challenging process easier!
- Essentials and tips for a successful audit
- An understanding of the audit cycle and timeline (planning, execution and reporting)
- Understand the benefits and limitations
- Overview of key concepts
- Tips / strategies to improve communication
- Explaining the audit purposes and outcomes
- Free custom Excel template
- Examples of essential working papers and analysis
- Process suggestions that will incorporate audit preparation
PD Credits: 1.5
Updated: Aug 27, 2020
About the Author
Stephanie Porter is a Chartered Professional Accountant (CPA, CA) and
external auditor with Metrix Group LLP.
She has a passion for education and is a course developer and instructor for the University of Alberta in addition to her work at Bloom.
She is the lead Associate of curriculum development and instruction for Bloom’s reporting and audit stream.
About the Author
Tim Duhamel is the founder and President of Bloom Centre of
He is a municipal veteran whose career has spanned over 21 years.
His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.
December 11, 2019
Focus is on essentials and tips for a successful audit, an understanding of the audit cycle and timeline, benefits and limitations, key concepts used by auditors, tips / strategies to improve communication, how to explain the audit purposes and outcomes, and processes that will incorporate audit preparation.
Free custom Excel template to aid in preparing for your audit!
Tools, work plan and communication techniques to make the audit process easier
The audit cycle and overview of key milestones and deliverables at each stage
Understand the benefits and limitations of an audit
Learn key concepts used by auditors to plan and execute audit procedures
Learn tips / strategies to improve communication with the audit team
How to explain the audit purposes and outcomes to senior administration, Council and the public (free PowerPoint infographics)
Examples of essential working papers and analysis to prepare to make the audit process easier
How to incorporate audit preparation into monthly and quarterly routines throughout the year to make the year-end process much easier