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ON-DEMAND Banking & Finance

Writing Techniques for Auditors and Risk Management Professionals

Learn to turn data, analysis and test results into persuasive written arguments for senior management in reports, memos and whitepapers.

FormatRecorded sessionWatch any time
Length60 minutes
Daniel Clark Speaker Daniel Clark Risk management and audit consultant · BEXC Partners · CRCMP, CISRCP, QIAL
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Overview

Auditors and risk managers succeed when they persuade the organization to change, and that depends on writing a convincing argument. This 60-minute webinar on writing techniques for auditors and risk management professionals focuses on how that argument is built.

You'll look at different ways to gather and aggregate data, design analysis that produces meaningful information, and draw on results from conversations and tests. The session then shows how to turn that material into influential reports, memos and whitepapers for senior management, covering message construction, the human side of the message, knowing your audience, keys to writing well and the use of the Thought Document.

As technology changes how we communicate, the ability to convert data into a written message that persuades, convinces or simply informs matters more than ever.

Why attend: This session is for anyone who has to deliver difficult messages and influence changes to process, policy or practice. It is not a typical writing class: there is no grammar, sentence construction or style lesson. The focus is on facts, data and turning them into persuasion. It suits audit managers, directors and chief auditors, auditors, risk and operational risk managers, operations leaders, regulators, bank examiners, quality control staff and corporate trainers.

What’s covered

  • Message construction
  • The human aspect of the message
  • Knowing the audience
  • Keys to writing excellence
  • Aggregating data to make a convincing argument
  • Using the Thought Document

Who should attend

Audit managersChief auditorsAuditorsRisk managersOperational risk managersBank examinersQuality control staff

What you get

CertificateEmailed to each attendee after the session.
HandoutsSlides and checklists to reuse with your team.

About the speaker

Daniel Clark
Daniel Clark
Risk management and audit consultant · BEXC Partners

Daniel Clark. CRCMP, CISRCP, QIAL 
Independent Consultant BEXCPartners.com

Dan has over 25 years of experience in Financial Services from regional banks to global giants like Citigroup and GE Capital. His early career roles included: sales, credit risk management and operations. For the last 18 years he has been fully focused on Risk Management and Internal Audit. His experience as Chief Auditor in two regional banks and as a senior officer in Audit and Risk Review for Latin America provides unique insight into management practices in and outside of the United States. He is also a recognized expert on GRC, a Public Speaker and Blogger and has written a book; Dare to Be Different: An Auditors Personal Guide to Excellence: that has been well received by the audit community. 

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