Academic Relations Chapter Outreach Toolkit The Chapter and

Academic Relations Chapter Outreach Toolkit The Chapter and

Academic Relations Chapter Outreach Toolkit The Chapter and Institutes How-To Guide to Reach Out to Local Universities and Promote Internal Audit Courses Introduction

This presentation provides recommendations on how to encourage universities to adopt an internal audit curriculum. It includes: Information on how to develop your strategy for approaching universities in your area. Research for the chapter to do before meeting with the university. Tips for making the most out of the relationship with the university. A sample presentation for you to customize when meeting with the university. Items you should complete after the meeting has taken place.

After you completed the initial steps, please contact AR to set up a conference call to review the plan at [email protected] Drag picture to placeholder or click icon to add Pre-Meeting

Objective The purpose of the meeting is to persuade the university to incorporate Internal Auditing into their curriculum or Business school. Things to think about What are Internal Auditors? What do you want to communicate to the university? What information can you provide about internal

audit and related careers in the region? Things To Find Out Beforehand Who do you speak with? Please note: If you are talking with the dean, they tend to be persuaded with a more broad focus. Focus on how can Internal Auditing can be used for multiple disciplines. If you are talking with the Accounting Chair, they tend to be more focused on specific tracks. Tailor your presentation to specific tracks

Internal Auditing could be applied to. What is the number of students in the university? What is the number of students in the Business School? What is the number of students in the undergraduate and graduate business programs? Things To Find Out Beforehand What is the universitys current relationship with the

chapter? What is the relationship of the meeting attendees with the university and chapter? How many internships are currently available in the market? Whats in it for the dean? The university? Who is in the business school/accounting program advisory board? Are their currently internal auditors, firm risk assurance

partners or CAEs? Things To Find Out Beforehand Is the university currently teaching internal auditing? What degree could internal audit courses fit? Are there current courses that fit into the internal auditing curriculum? (i.e. fraud, IT

audit, data analytics) Things To Be Well Versed In In case the person you are speaking with has specific questions, it would be in your best interest to be well versed in these documents:

Internal Audit Academic Awareness Maturity Con tinuum IAEP Program Requirem ents & Operating Frame work Global Model for Internal Tips To Know

Your meeting objective should NOT include trying to give them all of the details at once. This is an introductory meeting to get them interested in an internal audit program. Dont overload them with too many details. This will be a long process, so dont loose hope. If you need assistance, please feel free to reach out to the Academic Relations team at [email protected]

Tips To Know Name/company/firm dropping doesnt hurt. If you are in contact with faculty, it may be beneficial to mention them during the conversation. Make a note to mention how well it will link you with the local community. Most organizations will have internal auditors (even government). Mention the public accounting firms and the growing risk

advisory professional service firms. Tips To Know If it is not a good fit, dont force it. It is possible that the school isnt ready for an internal audit course. Let them get there and assist along the way. Be strategic. Balance what you can do with your committee and chapter size. It is tempting to

reach out to all of the universities in the area, but focus on the universities that show the most interest. Tips To Know Find colleges and universities with a well developed/recognized business school. They tend to acclimate better to an internal audit track. Get the chapter and/or academic relations

committee engaged. See who will be able to teach a course in internal auditing (a masters degree is preferred). The better engaged your committee is, the more help you will have running the program. Drag picture to placeholder or click icon to add

During Meeting To Do: Please use the slides below to create your presentation. Tailor it to the university and who you will be speaking with.

[University Name] Presentation Value Proposition of Internal Auditing Internal Auditing: Assurance Insight Objectivity Governing bodies and senior management rely on Internal Auditing for objective assurance and insight on the effectiveness and efficiency of

governance, risk management and internal control processes . Internal Auditing Provides Assurance that the organization is operating as management intends. Insight for improving controls, processes, procedures, performance, and risk management; and for reducing expenses, enhancing revenues, and improving profits.

Objective assessments of operations. Internal Auditors Have variety of skills, educational backgrounds, and expertise. Use their broad knowledge of the business to help management achieve its business objectives and assist the governing body in fulfilling its oversight responsibility.

Are catalysts, risk and control experts, efficiency specialists, and problem-solvers. What Should You Expect From An Internal Auditor? ASSURANCE: Governance, Risk, Control Internal Auditing provides assurance on the organizations

governance, risk management and control processes to help the organization achieve its strategic, operational, financial, and compliance objectives. INSIGHT: Catalyst, Analyses, Assessments Internal Auditing is a catalyst for improving an organizations effectiveness and efficiency by providing insight and recommendations based on analyses and

assessments of data and business processes. OBJECTIVITY: INTEGRITY, ACCOUNTABILITY, INDEPENDENCE With commitment to integrity and accountability, Internal Auditing provides value to governing bodies and senior management as an independent source of objective advice.

IIA-[Chapter Name] Region Number of Companies with an Existing Internal Audit Department: [Insert Number Here] (Add logos from the local companies below) IIA-[Chapter Name] Region Names of key organizations with a

possibility of Internal Auditing Internships: [List a few companies] Expected Job Growth: 10% over the next 10 years* Median Pay: $68,150 Per Year* *Source: Bureau of Labor Statistics, US Department of Labor, Occupational Outlook Handbook, Accountants and Auditors Adding An Internal Audit Course at [XYZ

University] Add your research findings from the university: What degree can they place an internal audit track? What current courses could be included in the internal audit track? (i.e., fraud, IT audit, data analytics)

Thank You! If you have any additional questions, please contact: [Contact Full Name] [Phone Number] [Email]

Drag picture to placeholder or click icon to add Post-Meeting Post Meeting Follow Up Developing an internal audit program

takes time. The chapter needs to build a relationship with the faculty and administrators, so this first meeting will probably not be the last. Have patience and be persistent. A no today may be a yes tomorrow.

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