The Audit Podcast
On the show you can expect to hear from everyone: from the intern, to the IT audit director, CAE and audit committee members because all of their opinions are important. We’ll talk about integrating tech into audit, how to get quick wins, the latest SOX guidance and whatever other topics the guests want to talk about and whatever you want to hear about. Be sure to subscribe to the show in whatever you’re listening to it on now and we’ll talk to you soon.
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Ep 240: Practical Tips to Improve Workplace Communication w/ Nancy Yuen (SoFi)
05/13/2025
Ep 240: Practical Tips to Improve Workplace Communication w/ Nancy Yuen (SoFi)
This week on The Audit Podcast, we’re joined by Nancy Yuen, Financial Data and VP of SOX Governance at . In this episode, Nancy shares how emotional intelligence has been a driving force behind her career success—from her early days at KPMG to leadership roles at Clorox, Google, and now SoFi. Nancy realized she needed to intentionally build her emotional intelligence in order to thrive professionally. She opens up about that journey, how developing strong communication skills transformed her leadership style, and offers practical strategies others can apply in their own careers. Be sure to connect with on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 3:10 - Strategies for Supporting an Overextended Team 8:22 - Nancy's Journey to Finding Emotional intelligence 21:19 - Acting Classes for Auditors 28:50 – Letting Go of Ego to Build a Stronger Team 33:30 - Final thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 239: Reimagining Audit Staffing w/ Chris Denver
05/06/2025
Ep 239: Reimagining Audit Staffing w/ Chris Denver
This week on The Audit Podcast, we’re joined by Chris Denver, former CAE and IIA Chicago President. In this episode, Chris walks us through the forward-looking staffing model he’s developed—one that balances internal talent with digital tools and trusted external partners to create a more flexible, future-ready audit function. He shares how this hybrid approach not only drives efficiency but also helps his team stay responsive in a constantly changing business environment. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 2:40 – Using LLMs for Creativity and Innovation 5:00 – Rethinking the Traditional Audit Staffing Pyramid 11:20 – Why Automation Is Essential to the Evolving Audit Process 16:40 – Putting the New Internal Audit Model into Practice 19:30 – Preparing Future Auditors 23:03 – Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 238: The Best Advice from Agentic AI Experts
04/29/2025
Ep 238: The Best Advice from Agentic AI Experts
This week on The Audit Podcast, we’ve gathered the best moments from our conversations with Agentic AI experts—featuring standout insights from Charles King, John Thompson, and Andrew Clark. Be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 4:46- Charles King: Understanding the Fundamentals of Agentic AI 7:52 - John Thompson: Using Agents to Help Auditors Focus on What Matters Most 11:28 - Andrew Clark: Challenging the Conventional Thinking on Agentic AI 19:06 - Trent Russell: How Audits Fit Into the World of Agentic AI * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 237: Protocol for Preparing for Your Best Audit Committee Meeting Ever w/ Rob Clark Jr. (Howard University)
04/28/2025
Ep 237: Protocol for Preparing for Your Best Audit Committee Meeting Ever w/ Rob Clark Jr. (Howard University)
This week on The Audit Podcast, we’re joined by Rob Clark Jr., Chief Auditing and Compliance Officer at . In this episode, Rob breaks down the one skill that separates good auditors from great ones: communication. He pulls back the curtain on how he preps, practices, and performs, whether it’s a team meeting, a presentation, or a high-stakes conversation. Be sure to connect with on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 5:00 – Using ChatGPT to Learn About Cybersecurity 9:20 – Why Communication Skills Matter More Than Technical Know-How 15:30 – A Practical Approach to Building Confidence in Meetings 23:29 – How to Recover When a Presentation Doesn’t Land 25:51 – Getting Started with Public Speaking 32:17 – How to Strengthen Your Presentation Skills 43:33 – Key Conversations Throughout the Audit Lifecycle 50:53 - Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 236: The one KPI for Internal Audit w/ Mark Freeman (Vermeer Corporation)
04/15/2025
Ep 236: The one KPI for Internal Audit w/ Mark Freeman (Vermeer Corporation)
This week on The Audit Podcast, we’re joined by Mark Freeman, Head of Internal Audit at . In this episode, Mark shares insights from a recent CAE roundtable, where recruitment, audit committee metrics, and Copilot use cases topped the agenda. He also walks us through how he rebuilt internal audit’s reputation at Vermeer after stepping into a challenging environment. Plus, he gives us a look at the actual metrics he shares with his audit committee—offering a practical starting point for your own reporting conversations. Be sure to connect with on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 3:03 - Timeless Advice from Charlie Munger 7:15 - Rethinking Recruitment and Talent in Audit 12:10 - Unlocking the Full Value of Internal Audit 15:20 - Reframing the Image of Internal Audit 21:50 - Why Metrics Matter 27:58 - Must-Reads for Audit Professionals 31:30 - Implementing Copilot: AI in Action 39:15 - Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 235: Rethinking Change Management Audits w/ Taylor Meadows (Change Captain)
04/08/2025
Ep 235: Rethinking Change Management Audits w/ Taylor Meadows (Change Captain)
This week on The Audit Podcast, we’re joined by Taylor Meadows, Founder and CEO of . In this episode, Taylor shares his journey from manually managing IT change controls to founding Change Captain, a software solution that streamlines change management and R&D tax credit processes. We touch on organizations handle code changes, the risks involved, and how automation is revolutionizing compliance. Be sure to connect with on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 3:50 - Advancing Learning with AI 6:26 - Navigating Change Management in IT 10:19 - The Origin Story of CrowdStrike 11:52 - Understanding System Limitations 15:56 - Handling Emergency Changes Effectively 17:07 - Data-Driven Decision Making 19:00 - Exploring R&D Tax Credits 21:52 - Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 234: AI Talks Data & Analytics (Feat. Monica Royal’s Article)
03/31/2025
Ep 234: AI Talks Data & Analytics (Feat. Monica Royal’s Article)
We've tested Notebook LM again, an AI tool that transforms written articles into podcast episodes using artificially generated voices. This time, we used an article by Monica Royal, founder of Nerd Nourishment. Monica attended the Mini Spring Audit Analytics and AI Conference and shared her key takeaways in a LinkedIn article. We uploaded her piece to Notebook LM, and the result is an unedited, AI-generated podcast episode. Be sure to read Monica’s and to with her on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 2:04 - The Fast-Paced Evolution of Data in AI and Analytics 3:22 - Audit Analytics Strategy and Role Structuring 5:21 - Using Data to Keep Sewer Compliance Flowing 7:14 - Harnessing Copilot for Speed & Efficiency 9:42 - Managing Innovation and AI 11:15 - Making an Agent is Easier * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 233: How to Get More Internal Audit Budget w/ David Hill (HillAudit Training Ltd)
03/25/2025
Ep 233: How to Get More Internal Audit Budget w/ David Hill (HillAudit Training Ltd)
This week on The Audit Podcast, we’re joined by we’re joined by David Hill, Managing Director of . In this episode, David challenges the idea that stability equals security and internal audit. He explores how budget cuts, resistance to change, and outdated processes can lead to disengagement—hurting recruitment, retention, and audit effectiveness. He also shares strategies to combat stagnation, from fostering innovation to leveraging AI and analytics for efficiency. Be sure to connect with on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 2:40 - Shaking Up Complacency 9:17 - The One-Day Audit 12:57 - How Well do CAEs Know Their Budget 17:52 - How to Secure More Budget for Your Audit Goals 22:53 - How to Overcome Pushback 24:48 - Why Auditors Need Sales Skills 27:14 - Final thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 232: A Contrarian View of Agentic AI w/ Andrew Clark (Monitaur)
03/19/2025
Ep 232: A Contrarian View of Agentic AI w/ Andrew Clark (Monitaur)
This week on The Audit Podcast, we’re joined by Andrew Clark, Co-Founder and CTO of In this episode, Andrew shares his unique perspective on agentic AI, challenging common assumptions about what AI agents actually are. He explores the marketing problem with AI and agents, why agents might not be what we think, and the governance challenges that come with them. Be sure to connect with on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 5:22 – ChatGPT: Jack of All Trades, Master of None? 7:00 – Picking the Right Language Model 11:33 – What the Future Holds for AGI 16:15 – What AI Agents Are Really About 19:52 – The Marketing Issue with AI and Its Agents 25:06 – The Trouble with AI Agents 31:23 – How to Regulate AI and Its Agents 42:45 - Final thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 231: Enhancing Audit Analytics: Lessons in Automation and AI w/ Ishan Kunkur (Delta Air Lines)
03/11/2025
Ep 231: Enhancing Audit Analytics: Lessons in Automation and AI w/ Ishan Kunkur (Delta Air Lines)
This week on The Audit Podcast, we’re joined by Ishan Kunkur, Digital Analytics Program Manager at Delta Air Lines. In this episode, Ishan shares how his team has embedded analytics into the audit process—from upskilling auditors with Power Query and Power BI training to automating SOX control testing, saving 360 hours annually. He explains how they evolved from performing analytics for audits to enabling auditors with data-driven tools, ultimately expanding into SOX automation and GRC dashboarding. Additionally, we dive into the intersection of AI and blockchain, discussing how blockchain's immutable ledger can enhance AI models by ensuring data integrity. Ishan also shares his perspective on career growth in an AI-driven world, emphasizing adaptability and continuous learning. Be sure to connect with on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 3:48 - Using ChatGPT for Idea Generation 9:06 - Integrating Analytics into the Audit Process 16:12 - Navigating the Analytics Journey 22:04 - The Impact of Data Literacy 27:41 - Animated Insights on SOX 30:19 - Blockchain Trends in 2025 35:52 - Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 230: What Can Go Wrong When SOX Doesn't Go Right w/ Courtney Dal Col (Clearsulting)
03/04/2025
Ep 230: What Can Go Wrong When SOX Doesn't Go Right w/ Courtney Dal Col (Clearsulting)
This week on The Audit Podcast, we’re joined by Courtney Dal Col, Director of Risk Advisory at . In this episode, we talk about the role of SOX in big business changes and why it often gets overlooked. Courtney shares how to make sure SOX is part of the process from the start, helping to avoid last-minute problems. She also explains why SOX is more than just a compliance task, how AI and automation are shaping its future, and what to expect from new regulations. Be sure to connect with on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 2:11 - Simplify Your Kitchen Workflow With ChatGPT 4:37 - Driving Real Change In Organizations 6:02 - Rethinking Your SOX Strategy 8:11 - Clarifying SOX Roles 12:28 - The Risk Of Ignoring SOX In Transformation 15:35 - Key SOW Factors In Transformation 17:00 - Syncing SOX With Business Goals 18:50 - Leveraging Existing Automation 22:11 - A SOX Transformation Case Study 25:02 - The Future Of SOX 29:49 - Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with . This episode is sponsored by .
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Ep 229: What Works (and What Doesn’t) in Audit Committee Dashboards w/ Eric Wilson (Gulfport Energy Corporation)
02/25/2025
Ep 229: What Works (and What Doesn’t) in Audit Committee Dashboards w/ Eric Wilson (Gulfport Energy Corporation)
This week on The Audit Podcast, we’re joined by Eric Wilson, Director of Internal Audit & Chief Audit Executive of Gulfport Energy Corporation. In this episode, we discuss how to build an effective audit committee dashboard. Eric explains how he created a Power BI dashboard that connects to his audit management system. This tool helps track progress, highlight issues, and answer important questions before they arise. Eric shares the key benefits of using this dashboard to improve decision-making and efficiency in audit committees. Be sure to connect with on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 4:42 - Innovative Applications of ChatGPT 7:56 - Integrating Analytics Throughout the Audit Lifecycle 10:00 - AI and Analytics Plans for 2025 15:27 - New Technology in 2025 26:21 - How Audit Can Have More Influence 37:06 - Audit Committee Dashboards in Action 49:26 - Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 228: Internal Controls: Respected or Just Tolerated? w/ Marc Tasse (University of Ottawa)
02/18/2025
Ep 228: Internal Controls: Respected or Just Tolerated? w/ Marc Tasse (University of Ottawa)
This week’s episode, we're joined by Marc Tasse, MBA Program Director at the University of Ottawa. He also serves on the audit committee for the Ontario Treasury Board Secretariat and Public Safety Canada. In this episode, he discusses whether people truly respect internal controls—from the board level to the first line—and the balance between repetitional and financial risk. Marc also shares the most important tasks for an audit committee member, the common challenges they face, and how internal auditors can better connect with their audit committees. Be sure to connect with on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 2:34 - Researching Ethics with LLMs 6:15 - The Risks of Using Emojis in Emails 8:03 - Why Internal Controls Often Get Overlooked 12:16 - Managing Repetitional Risk Effectively 14:43 - A Real-World Fraud Case Example 16:25 - Key Responsibilities of an Audit Committee Chair 17:45 - The Measure of a CAE’s Impact on the Board 19:20 - The Challenges of Being an Audit Committee Chair 20:59 - Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 227: Risk Management and The Three Lines of Defense w/ Grant Thornton’s Risk and Advisory Team
02/11/2025
Ep 227: Risk Management and The Three Lines of Defense w/ Grant Thornton’s Risk and Advisory Team
This week’s episode, we're joined by the Grant Thornton risk and advisory team—Andres Castañeda, Jaynitsa Paul, and EJ Jimenez. In this episode, they explain their article in simple terms. They clear up common misunderstandings about the first, second, and third lines of defense in risk management. They also give real examples of when the system works well and when it fails—and why that matters. Check out their article, and connect with , , and on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 5:19 - How Grant Thornton Utilizes LLMs 8:43 - Understanding The Three Lines of Defense 16:49 -Best Practices for Physical Inventory Control 28:37 - Roles and Responsibilities in the Three Lines of Defense 32:13 - The Relationship Between Compliance and Internal Audit 34:53 - Common Misconceptions About The Three Lines of Defense 37:36 - External Audit’s Role in The Three Lines of Defense 38:31 - Advantages of a Strong Third Line of Defense 42:05 - Tools for the Third Line of Defense 44:03 - Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 226: Answering Your Agentic AI Questions
02/04/2025
Ep 226: Answering Your Agentic AI Questions
Trent’s AuditBoard Webinar - This week, Trent answers common questions about agentic AI from his recent AuditBoard webinar. In this episode, he explains how agents are changing audit and analytics—not by taking jobs, but by creating new opportunities. He breaks down the differences between agents and traditional analytics, showing how agents can adapt and handle failures smoothly. He also discusses why internal audit should be part of the AI/agentic AI governance conversations and how auditors can stay ahead in this fast-changing space. Follow the link above to get an on-demand version of the webinar and learn how AI Agents can transform your audit processes. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 225: How to Carry Out a Clear and Effective Risk Assessment w/ David Dufek (Principal Financial Group)
01/28/2025
Ep 225: How to Carry Out a Clear and Effective Risk Assessment w/ David Dufek (Principal Financial Group)
This week’s episode, we're joined by David Dufek, Chief Internal Auditor at . In this episode, David explains how to carry out a clear and effective risk assessment, making it easier to identify and prioritize potential risks. He also talks about the importance of aligning your audit work with the organization's main goals, so your efforts deliver real value. Finally, David outlines simple steps to create a focused and practical audit plan that fits your team’s needs and resources. Be sure to connect with on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 3:00 - Exploring Notebook LM 8:40 - Emojis in Professional Emails 11:21 - Crafting a Comprehensive Risk Assessment 14:00 - Defining Strategic Objectives That Work 18:36 - Mastering the Scope of Your Audit Plan 24:08 - Demonstrating Value with FTE Metrics 30:40 - David's Internal Audit Wish List 33:35 - Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Trent Talks What’s Up Next for Internal Audit: AI Agents
01/21/2025
Trent Talks What’s Up Next for Internal Audit: AI Agents
Trent’s AuditBoard Webinar - 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 you’re involved in SOX or similar work, this could be a game-changer. Register today and learn how AI Agents can transform your audit processes. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 224: Agentic AI and Resources for Internal Audit w/ John Thompson (EY)
01/14/2025
Ep 224: Agentic AI and Resources for Internal Audit w/ John Thompson (EY)
This week’s episode, we're joined by John Thompson, Global AI Leader at . 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 on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 4:53 - Adopting a Safety Mindset for AI 8:38 - What’s New in AI: Agents 11:42 - Real-World Examples of Agent Implementation 15:35 - Internal Audit and Resources for Agent Development 17:53 - New Terminologies Related to AI Agents 21:24 - The Path to AGI 22:36 - AGI and Robotics 24:54 - Will AI Help or Harm Society? 27:11 - Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 223: AI Agents in Internal Audit in 2025 w/ Charles King (KPMG US)
01/07/2025
Ep 223: AI Agents in Internal Audit in 2025 w/ Charles King (KPMG US)
This week’s episode, we're joined by Charles King, Internal Controls Leader in AI at . 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 on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 3:33 - ParentGPT 8:11 - AI's Role in Internal Auditing 18:04 - What’s Next for AI in 2025 26:45 - Exploring the Future of AI Agents 38:11 - Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 222: The Best Advice about AI
12/31/2024
Ep 222: The Best Advice about AI
This week’s 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 , , , , and on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 1:23 - Badal Patel: AI Tools and the Audit Process 7:05 - Ben Phillips: AI and Inflation 12:00 - Julio Tirado: Responsible AI 21:36 - Michael Pellet: Why All Auditors Should Be Data Experts (But Not Necessarily AI Specialists) 25:28 - Richard Chambers: Creating Image with ChatGPT to Optimize Workflow * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 221: Audit Ready All the Time w/ Haim Halpern (Datricks)
12/17/2024
Ep 221: Audit Ready All the Time w/ Haim Halpern (Datricks)
This week’s episode, we're joined by Haim Halpern, Co-Founder & CEO of . on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 7:38 - Trends in AI and Analytics 13:10 - How to Improve as a Chief Audit Executive 15:30 - Understanding the Business Side of Audit 19:08 - Integrating AI into Workflow 24:02 - What Drives Datricks’s Passion 27:03 - How Datricks Helps Companies Stay Audit-Ready 29:43 - Cleaning Up After Implementation: Privacy Matters 35:05 - How Datricks Shows Risk in Real Time 38:52 - Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with . This episode is sponsored by Datricks.
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Ep 220: When AI Steals the Mic – An AI Podcast on Data and Analytics (Featuring Monica Royal’s Article)
12/10/2024
Ep 220: When AI Steals the Mic – An AI Podcast on Data and Analytics (Featuring Monica Royal’s Article)
This week, we’re 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 you're curious about how AI can transform how we share and listen to information, give it a listen! Be sure to read Monica’s Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 0:48 - What's Notebook ML? 3:50– Insider Perspective on AI and analytics 4:55 – Exploring AI and Machine Learning 5:26 – How AI Is Transforming Security 7:00 – Storytelling Through Data Visualization 8:55 – Embracing Innovation and New Technology 10:02 – Closing Insights * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 219: SOX Mastery and Continuous Improvement w/ Tom O’Reilly (Internal Audit Collective)
12/03/2024
Ep 219: SOX Mastery and Continuous Improvement w/ Tom O’Reilly (Internal Audit Collective)
This week’s episode, we're joined by Tom O’Reilly, Founder of . 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 on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 2:50 - What's in your Internet Browsing History? 8:27 – One Thing to Change About Auditing 13:58 – Adding Outside Perspectives to Audits 23:18 – Working with Consultants in Audits 28:46 – Helping Auditors Grow Their Careers 36:12 – Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 218: Staffing Approaches and Marketing Internal Audit w/ Michael Pellet (Lyft)
11/26/2024
Ep 218: Staffing Approaches and Marketing Internal Audit w/ Michael Pellet (Lyft)
This week’s episode, we're joined by Michael Pellet, Director of Internal Audit at . 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 aren’t 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 processes. Be sure to connect with on LinkedIn. Resources: Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 2:19 - What's in your Internet Browsing History? 6:10 - Tackling Hiring and Retention Challenges 16:17 - Innovative Staffing Model 18:03 - Why All Auditors Should Be Data Experts (But Not Necessarily AI Specialists) 27:28 - Why Data Governance Matters More Than Ever 36:48 - Applying Marketing Automation Techniques to Internal Audit 47:22 - Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 217: What You Need to Know about AI Responsible w/ Julio Tirado (SpiritBank)
11/19/2024
Ep 217: What You Need to Know about AI Responsible w/ Julio Tirado (SpiritBank)
This week’s episode, we're joined by Julio Tirado, Executive Vice President-Director of Internal Audit & Compliance at . 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 on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 1:07 - What's in your Internet Browsing History? 4:44 – Exploring Responsible AI 8:36 – Integrating AI into Your Workspace 11:35 – Applying Responsible AI to Internal Audit and Risk 18:24 – Understanding AI Hallucinations 22:27 – ChatGPT and Security Considerations 28:44 – Emerging Trends in AI Technology 37:58 – AI Community and Top Resources 42:36 – ChatGPT's Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 216: Finding Your Path in Internal Audit w/ Marie Walsh (Spotify)
11/13/2024
Ep 216: Finding Your Path in Internal Audit w/ Marie Walsh (Spotify)
This week’s episode, we're joined by Marie Walsh, 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. She discusses her empowering strategies, including thoughtful one-on-one sessions that support individual growth, as well as her priorities for adding real value to Spotify’s leadership. Be sure to connect with on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 2:44 - What's in your Internet Browsing History? 6:38 - Analytics and AI Innovation at Spotify 10:00 - Guiding Your Team's Growth in Internal Audit 16:26 - Building Departmental Connections That Influence Beyond 20:16 - The Power of One-on-One Meetings 27:06 - Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 215: Strategies to Secure More Resources for Internal Audit w/ Norman Marks
11/05/2024
Ep 215: Strategies to Secure More Resources for Internal Audit w/ Norman Marks
This week’s 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 on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 4:47 - What's in your Internet Browsing History? 11:45 — Key responsibilities for CAEs 20:25 — Approaches to adding value 27:42 — Strategies for justifying budget for internal audit 36:00 — Achieving audit objectives 44:20 - Ways to Improve Your Thinking * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 214: Connected Risk w/ Richard Chambers
10/29/2024
Ep 214: Connected Risk w/ Richard Chambers
This week’s episode, we're joined by Richard Chambers, Senior Advisor over Risk and Audit at . In this episode, Richard explores the concept of connected risk, explaining what it means in today’s environment and why it’s become increasingly important. He also highlights key takeaways from his latest book, . Be sure to connect with on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 2:50 - What's in your Internet Browsing History? 5:38 - Understanding Connected Risk in the Three Lines Model 9:02 - Responses to Connected Risk 12:00 - Key Traits of Connected Risk Thinkers 13:27 - The Future of Risk Management 15:53 - Preparing for Downstream Impacts 19:05 - Embracing Connected Risk Strategies 22:55 - Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 213: Transforming Audit in 2024 w/ Stephanie Richard (Ally)
10/22/2024
Ep 213: Transforming Audit in 2024 w/ Stephanie Richard (Ally)
This week’s episode, we're joined by joined by Stephanie Richard, Chief Audit Executive at . 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 with on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 2:50 - What's in your Internet Browsing History? 5:55 - Shifting Internal Audit Mindsets 13:35 - Transforming a Large Audit Department 19:20 - Anticipating Risks as an Auditor 23:20 - Guidance for Aspiring CAEs 24:40 - Embracing Disruption in Audit 26:35 - Building Habits to Change Mindsets29:35 - Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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Ep 212: Managing Relationships as a CAE w/ Aaron Gagnon (McKinsey & Company)
10/15/2024
Ep 212: Managing Relationships as a CAE w/ Aaron Gagnon (McKinsey & Company)
This week’s episode, we're joined by Aaron Gagnon, Partner and Chief Audit Officer at In this episode, Aaron shares his personal mantra, "show up and try," and explains how this mindset influences his work and life. He highlights his unique 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 insights for handling these dynamics. Be sure to connect with on LinkedIn. Also, be sure to follow us on our new social media accounts on , , and . Also be sure to sign up for and to check the full video interview on . Timecodes: 3:38 - What's in your Internet Browsing History? 8:40 - Aaron’s motto: "Show Up and Try." 16:15 - Aaron's Hiring Mindset 25:15 - Fraud Story 26:09 - The Challenge of Regulators as a CAE 29:14 - Building Relationships with Trust 32:44 - Building your Philosophy as a Leader 36:02 - Final Thoughts * This podcast is brought to you by , the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with .
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