Trents AuditBoard Webinar - Up Next for Internal Audit: AI Agents This week, Trent explains how AI Agents are set to transform internal audit. On January 22nd, he will host a webinar with AuditBoard to discuss generative AI for internal auditors, breaking down what AI Agents are and how they work. These agents handle tasks like analyzing data, writing reports, and reviewing findings, making audits faster and more efficient. If youre involved in SOX or similar work, this could be a game-changer. ...
Jan 21, 2025•4 min•Transcript available on Metacast This weeks episode , we're joined by John Thompson, Global AI Leader at EY . In this episode, John explains how AI, especially agents, will shape the future of businesses and internal audit teams. He identifies 2025 and 2026 as pivotal years for agent technology and the tools that will emerge from it. Be sure to connect with John on LinkedIn. Also, be sure to follow us on our new social media accounts on LinkedIn , Instagram , and TikTok . Also be sure to sign up for The Audit Podcast newsletter...
Jan 14, 2025•29 min•Transcript available on Metacast This weeks episode , we're joined by Charles King, Internal Controls Leader in AI at KPMG US . In this episode, Charles brings a unique perspective as both an AI expert and an audit professional, He looks back on key moments from 2024, talks about where organizations are on the maturity model, and unpacks the biggest topic of 2025: agents. Charles does a fantastic job breaking down what agents are and what they mean for audit professionals. Be sure to connect with Charles on LinkedIn. Also, be s...
Jan 07, 2025•42 min•Transcript available on Metacast This weeks episode features highlights from previous episodes, showcasing the best advice on AI. This episode features insights from industry leaders: Badal Patel explores AI tools in the audit process, Ben Phillips discusses AI and inflation, Julio Tirado emphasizes responsible AI, Michael Pellet explains why all auditors should be data experts (but not necessarily AI specialists), and Richard Chambers shares how to use ChatGPT to optimize workflows. Be sure to connect with Badal , Ben , Julio ...
Dec 31, 2024•28 min•Transcript available on Metacast This weeks episode , we're joined by Haim Halpern,Co-Founder & CEO of Datricks . In this episode, Haim shares his experience in finance, auditing, compliance, and cybersecurity. He talks about trends in analytics and AI for internal audit, the value of real-time risk detection, and how Datrickshelps organizations stay ready for audits. Haim also gives advice to aspiring audit executives and explains his passion for helping companies manage risk. Be sure to connect with Haim on LinkedIn. Also, be...
Dec 17, 2024•40 min•Transcript available on Metacast This week, were testing an exciting new AI tool called Notebook LM. This tool takes written articles, processes the data, and turns them into podcasts with artificially generated voices. We decided to try it out using an article by Monica Royal, founder of Nerd Nourishment. Monika attended the 2024 Audit Analytics and AI Conference and wrote a great LinkedIn article about her key takeaways. We uploaded her article to Notebook LM, and the result is an unedited, AI-generated podcast episode. If yo...
Dec 10, 2024•11 min•Transcript available on Metacast This weeks episode , we're joined by Tom OReilly, Founder of Internal Audit Collective . In this episode, Tom talks about what he would change in the audit profession, the importance of bringing in outside perspectives, working with consultants during audits, and helping auditors grow their careers. Be sure to connect with Tom on LinkedIn. Also, be sure to follow us on our new social media accounts on LinkedIn , Instagram , and TikTok . Also be sure to sign up for The Audit Podcast newsletter an...
Dec 03, 2024•41 min•Transcript available on Metacast This weeks episode , we're joined by Michael Pellet, Director ofInternal Audit at Lyft . In this episode, Michael explores strategies for hiring and retaining top talent, highlighting his innovative staffing model. He emphasizes the importance of all auditors being proficient in data, even if they arent experts in AI, and underscores the critical role of data governance in today's audit landscape. Michael also shares how marketing automation techniques can be adapted to enhance internal audit pr...
Nov 26, 2024•52 min•Transcript available on Metacast This weeks episode , we're joined by Julio Tirado, Executive Vice President-Director of Internal Audit & Compliance at SpiritBank . In this episode, we focus on responsible AI and effective strategies for managing new technologies. Julio shares insights on integrating AI in the workplace, understanding AI hallucinations, and exploring emerging AI trends. He also recommends some great AI resources. Be sure to connect with Julio on LinkedIn. Also, be sure to follow us on our new social media accou...
Nov 19, 2024•47 min•Transcript available on Metacast This weeks episode , we're joined by Marie Walsh, Spotifys Head of Internal Audit and Risk. In this episode, Marie shares her passion for guiding team members in their career paths, both within and beyond internal audit. Shediscusses her empowering strategies, including thoughtful one-on-one sessions that support individual growth, as well as her priorities for adding real value to Spotifys leadership. Be sure to connect with Marie on LinkedIn. Also, be sure to follow us on our new social media ...
Nov 13, 2024•31 min•Transcript available on Metacast This weeks episode , we're joined by Norman Marks, author, thought leader, blogger, teacher, and occasional consultant. In this episode, Norman shares what he sees as the top priority for Chief Audit Executives and gives practical tips on handling budget challenges, especially as audit teams face higher demands without matching resources. Be sure to connect with Norman on LinkedIn. Also, be sure to follow us on our new social media accounts on LinkedIn , Instagram , and TikTok . Also be sure to ...
Nov 05, 2024•50 min•Transcript available on Metacast This weeks episode, we're joined by Richard Chambers, Senior Advisor over Risk and Audit at AuditBoard . In this episode, Richard explores the concept of connected risk, explaining what it means in todays environment and why its become increasingly important. He alsohighlights key takeaways from his latest book, Connected Risk: Conquering the Perilous Risk Exposure Gap . Be sure to connect with Richard on LinkedIn. Also, be sure to follow us on our new social media accounts on LinkedIn , Instagr...
Oct 29, 2024•25 min•Transcript available on Metacast This weeks episode, we're joined by joined by Stephanie Richard, Chief Audit Executive at Ally . In this episode, Stephanie shares how she transformed the culture and mindset of her internal audit team of over 150 auditors. She talks about the challenges of driving innovation in a large team, staying ahead of emerging trends, and guiding her department to become more data and AI driven. She also offers advice for current and aspiring CAEs on improving efficiency and impact. Be sure to connect wi...
Oct 22, 2024•32 min•Transcript available on Metacast This weeks episode, we're joined by Aaron Gagnon , Partner andChief Audit Officer at McKinsey & Company. In this episode, Aaron shares his personal mantra, "show up and try," and explains how this mindset influences his work and life. He highlights hisunique approach to hiring, focusing on both experience and key qualities that set candidates apart. Aaron also discusses the challenges of managing relationships across the C-suite, audit committees, and management staff, offering practical insight...
Oct 15, 2024•39 min•Transcript available on Metacast This weeks episode, we are highlighting clips from previous episodes of the best advice about hiring and retention. In this episode, Scott Madenburg talks about the balance between recruiting for talent versus character, while Melissa Pici highlights the importance of screening candidates for passion, curiosity, and drive. Jo Erven shares her approach to preparing the next generation to tackle hiring and retention challenges, and Megan Blackstone outlines her companys process for building a tale...
Oct 08, 2024•24 min•Transcript available on Metacast This weeks episode, we're joined by Jennie Wallace , CEO and Founder of Melody Advisory Services . Jennie brings a wealth of experience, having worked across the first, second, and third lines of defense in audit and risk management. In this episode, Jennie shares how management views audit from her experience on both sides of being an audit and helping with risk management. She highlights the importance of understanding and empathizing with management to strengthen auditor-client relationships....
Oct 01, 2024•51 min•Transcript available on Metacast This weeks episode, we're joined by Mike Lynn , owner of ARG*O and Adjunct Professor at St. John's University. Recognized by the IIA as the "Funniest Accountant in America," Mike brings a unique perspective to the podcast. In this episode, Mike talks about the power of humor in business, including how he incorporates it into serious audit situations. He recounts his stand-up comedy background and discusses how improv skills can be invaluable in boardrooms. Mike even shares a memorable story of h...
Sep 24, 2024•52 min•Transcript available on Metacast This weeks episode, we're joined by Mark Houston , a Partner at Audient Group . He is a seasoned expert in Fraud Risk Management and Data & Analytics Strategy. In this episode, we explore the world of fraud detection as Mark shares his top two favorite fraud cases. We also cover current fraud trends in both organizations and personal life, introduce elder fraud protection, and highlight the use of data in audits. Be sure to connect with Mark on LinkedIn. Also, be sure to follow us on our new soc...
Sep 17, 2024•54 min•Transcript available on Metacast This weeks episode, we're joined by Michelle Velez , Vice President of Internal Audit at ITT Inc. Michelle offers a unique perspective, having transitioned from a tax background into internal audit. In this episode, Michelle covers how to audit tax processes effectively, why tax strategies matter, and the role of analytics in making audits more efficient. Michelle also shares lessons from her first year as CAE and practical tips for improving audit processes. Be sure to connect with Michelle on ...
Sep 10, 2024•33 min•Transcript available on Metacast Secure your spot at the 2024 Audit Analytics and AI Conference today! Also, be sure to follow us on our new social media accounts on LinkedIn , Instagram , and TikTok . Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel . * This podcast is brought to you by Greenskies Analytics , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs wit...
Aug 27, 2024•8 min•Transcript available on Metacast Secure your spot at the 2024 Audit Analytics and AI Conference today! This weeks episode, we're joined by Kim Ford, Vice President of Internal Audit at Ingersoll Rand . In this episode,Kim shares her approach to building a strong internal audit function, including a program that trains auditors before moving them into the finance department, enhancing both controls and financial insight. She also discusses the evolving expectations of the audit committee, offering insights from a recent meeting,...
Aug 20, 2024•36 min•Transcript available on Metacast Secure your spot at the 2024 Audit Analytics and AI Conference today! This weeks episode, we're joined by Yasemin Agatan, Vice President and Chief Audit Executiveat Clarivate . In this episode, Yasemin shares her unique journey and insights as a top executive in one of the worlds most data-driven companies.She also discusses how she successfully shifted her department's focus from predominantly SOX work to a balanced mix of SOX and operational audits.Yasemin offers valuable insights into priorit...
Aug 13, 2024•39 min•Transcript available on Metacast Secure your spot at the 2024 Audit Analytics and AI Conference today! This weeks episode, we're joined by Ben Phillips, Chief Audit Executiveat PetSmart . In this episode, Ben shares his unique insights into the value that internal audit resources can bring to an organization, particularly in driving effective change. He also discusses his involvement with the CFO Leadership Council, highlighting the top concerns and priorities of CFOs today. Be sure to connect with Ben on LinkedIn. Also, be sur...
Aug 06, 2024•23 min•Transcript available on Metacast Secure your spot at the 2024 Audit Analytics and AI Conference today! This weeks episode, we're joined by Derry Herring, Senior Vice President and Chief Audit Officer of Protective Life Corporation . In this episode, Derry discusses implementing new IIA Standards this year, highlighting challenges and lessons learned to ensure a smooth transition. He shares practical advice on avoiding pitfalls, strategies for expanding his audit team from 4 to 26 members, and useful Excel methods to streamline ...
Jul 30, 2024•31 min•Transcript available on Metacast Secure your spot at the 2024 Audit Analytics and AI Conference today! This weeks episode, we welcome back Justin Silberlust, Associate Director of Internal Audit at Oppenheimer & Co , and his brother, Dr. Jared Silberlust, an internal medicine physician. In this episode, Jared and Justinexamine the "SPIKES" methodology. Originally developed for physicians to deliver bad news in a more positive light, this technique has found valuable applications in the auditing world, especially when communicat...
Jul 23, 2024•37 min•Transcript available on Metacast This week we're joined by Anthony Pugliese, President and CEO at The Institute of Internal Auditors Inc . In this episode, Anthony discusses his plans for the IIA, including the Vision 2035 Initiative, which is set to shape the future of the internal audit profession. He shares insights on the project's goals, the rationale behind new topical requirements, and their implications for cybersecurity and beyond. Be sure to connect with Anthony on LinkedIn. Also, be sure to follow us on our new socia...
Jul 16, 2024•35 min•Transcript available on Metacast This week, Badal Patel , Head of Data Analytics at Meta ,joins the show. In this episode, Badal discusses how Meta is leveraging API capabilities, incorporating Llama within its Internal Audit Department, utilizing AI tools in the audit process, and the advantages of training AI models from a specific date. Be sure to connect with Badal on LinkedIn . Also, be sure to follow us on our new social media accounts on LinkedIn , Instagram , and TikTok . Also be sure to sign up for The Audit Podcast ne...
Jul 09, 2024•33 min•Transcript available on Metacast This week, Badal Patel , Head of Data Analytics at Meta , joins the show. In this episode, Badal discusses how Meta is leveraging API capabilities, incorporating Llama within its Internal Audit Department, utilizing AI tools in the audit process, and the advantages of training AI models from a specific date. Be sure to connect with Badal on LinkedIn . Also, be sure to follow us on our new social media accounts on LinkedIn , Instagram , and TikTok . Also be sure to sign up for The Audit Podcast n...
Jul 09, 2024•35 min•Transcript available on Metacast This week, Katy Rich, the Chief Audit Executive at Williams ,joins the show. In this episode, Katy shares her experience on how to become aboard member. Katydiscusses how to enhance business acumen, provide insights into the client's perspective on audit reports, and evaluate the effectiveness of technology in an audit department. Be sure to connect with Katy on LinkedIn . Also, be sure to follow us on our new social media accounts on LinkedIn , Instagram , and TikTok . Also be sure to sign up f...
Jul 02, 2024•39 min•Transcript available on Metacast This week, Joe Earl, Director of Internal Audit at Sutter Health ,joins the show. In this episode, Joe discusses the significance of data literacy and its impact on professionals in the audit field. He provides insights on how to develop data literacy, how it can enhance understanding of the audit business, and shares resources for those eager to learn about data literacy. Be sure to connect with Joe on LinkedIn. Also, be sure to follow us on our new social media accounts on LinkedIn , Instagram...
Jun 25, 2024•37 min•Transcript available on Metacast