on-site workshops

Audio Conferences

We will customize audio conferences for your organization. Select from the following list of available topics.

These workshops can also be offered as 1/2-day on-site workshops

For more information or to schedule an audio conference, call Carole Buncher at 202.363.6645 or e-mail: carole@carolebuncher.com.

Data Collection and Analysis Fundamentals

During the fieldwork stage of our audits, we collect and analyze much information to develop audit findings and our report message. Of utmost importance is that we be aware of various data collection and analysis methodologies and select the methodology which is most appropriate to address the audit objectives. This workshop will discuss various methodologies and will also present a seven-step approach to developing the message once fieldwork is complete.

What You Will Learn

  • Data collection
  • Data analysis
  • A streamlined approach to developing the report message

Active Listening

Listening to understand is perhaps the most important skill auditors can apply when conducting interviews.  In this audio conference, we will introduce a dynamic questioning technique and ways to understand body language and the messages it sends.

What You Will Learn

  • What prevents people from listening and how you can get them to focus on your message
  • How to effectively ask open-ended questions
  • How to paraphrase
  • How to interpret body language messages

Auditing for Non-Auditors

Many people, for instance, attorneys, investigators, and administrative staff, work in audit offices but are not auditors, While they work closely with auditors, they might not understand what auditors do. This workshop will provide helpful information on what auditors do--and will be presented in lay language. Take this workshop, and, the next time you communicate with auditors, you will better understand what they do and why they do it.

What You Will Learn

  • What auditors do
  • The audit process
  • Types of information auditors collect and analyze
  • How auditors develop recommendations
  • Types of meetings auditors hold with the auditees

A Structured Approach to Developing the Report Message

In this engaging audio conference, we introduce a 7-step approach to developing the report message and jumpstarting the report writing process. Learn and apply these seven steps, and you will streamline your message development and report writing processes.

What You Will Learn

  • A 7-step approach for developing high-impact findings
  • Tips for summarizing findings into a coherent report draft
  • Tools for writing clear, convincing, and well-organized reports

 A Structured Approach to Interviewing

In this engaging audio conference, we give you step-by-step tips and techniques to enhance your audit interviewing skills. These skills are especially important to high-performing auditors because interviewing is the most frequently used information collection methodology.

What You Will Learn

  • Techniques for preparing for the interview
  • Tips for conducting the interview so that you get the information you need to address your interview objectives
  • How to follow-up upon completion of the interview

 Communication and Learning Styles

Have you ever thought you were communicating well yet the person to whom you were speaking misinterpreted your message? This audio conference will help you understand various communication and learning styles to enhance your day-to-day interactions.

What You Will Learn

  • How to apply various types of communication and learning theories
  • How to identify your preferred communication and learning styles
  • How your preferred styles interact with others’ styles

Conducting Effective Meetings

Have you ever attended a meeting that seemed to be a waste of time, perhaps run inefficiently or ineffectively? In this helpful audio conference, learn tips and techniques for leading and attending productive and results-oriented meetings.

What You Will Learn

  • To appreciate the importance of creating, using, and “sticking to” an agenda
  • To invite only the key stakeholders and determine who they are
  • Tips for handling disruptive behaviors
  • Strategies for follow-up so action items agreed to during a meeting do not “fall through the cracks”

Creative Thinking and Problem Solving

Creativity and innovation are key elements of forward-thinking audit organizations. Without support for creativity and innovation, audit organizations are at risk for becoming obsolete. This informative audio conference will provide approaches to keep audit teams fresh and on the cutting edge.

What You Will Learn

  • How to apply innovative problem-solving techniques
  • How to creatively build effective teams
  • Creative solutions for addressing common audit-related challenges

Customer Service Excellence

Course Description

You can make a difference in your organization by applying outstanding customer service principles.  Learn customer service basics and helpful techniques for applying them so that you shine in the eyes of your customers.

Course Objectives

To better understand both the importance of customer service excellence and  ways you can make a difference by applying excellent customer service principles

Course Description

  1. Characteristics of excellent customer service
  2. Barriers to excellent customer service
  3. Negotiating to “yes”

a.       Reframing customer expectations
b.      Dealing with upset clients

Dealing with Difficult Interviewees

Did you ever think you were well prepared for an audit interview and then were caught off guard because the interviewee was difficult to interview? In this motivating audio conference, you will develop skills for managing difficult interviewee types.

What You Will Learn

How to handle the following difficult interviewee types to obtain helpful audit evidence:

  • Overly talkative
  • Nervous
  • Hostile
  • Arrogant


This audio conference will help you represent your audit organization with integrity. We focus on Chapter 1 of the Yellow Book and its importance in the auditing profession.  Understand the do’s and don’ts associated with auditing and working in the government environment.

What You Will Learn

  • If you can accept gifts from outside sources
  • How to identify conflicting financial interests
  • How to not misuse your position
  • How to appropriately deal with contractors and consultants

Leadership Skills

Those who currently lead others as well as those who will potentially lead others will benefit from this fast-moving and engaging workshop.  Participants will learn how to manage others’ performance by setting expectations and giving feedback as well as building and sustaining strong teams.

Course Objectives: 

  • To better lead teams
  • To better motivate others
  • To communicate more effectively

 Course Description

  1. Setting expectations 
  2. Giving and receiving positive and constructive feedback
  3. Motivating others
  4. Building the best team ever
  5. Listening to understand

Leading in a Team Environment

Audit work is performed in teams. Building and sustaining high-performing teams is a critical success factor for successful audits. Leading those teams to peak performance is a core competency of audit managers. We will provide tips and techniques for building and leading teams.

What You Will Learn

  • The stages of the team lifecycle
  • Various types of leadership styles
  • How to meet each team member’s learning and communication needs through flexibility

Managing the Performance of Others: Setting Expectations, Providing Feedback, and Coaching

In this fast-moving audio conference, learn helpful techniques for improving your supervisory skills as well as tips for facilitating difficult conversations with your staff.

What You Will Learn

  • Strategies for setting expectations so your staff knows what you expect of them and they are committed to achieving those expectations
  • Tools for giving both positive and constructive feedback so that your staff knows at all times to what extent they are meeting your expectations
  • A model for coaching your staff to improved performance

Presentation Skills

Your ability to speak with confidence to groups both large and small is a very powerful tool. In this fast-paced audio conference, you will learn the essentials of public speaking and tools for getting your message across with poise and confidence.

What You Will Learn

  • Techniques for planning and organizing your presentation
  • Tools for delivering your presentation
  • Secrets for effectively fielding questions
  • Tips for using visual aids effectively

Preventing Harassment in the Workplace

High-performing audit organizations need to know how to build and sustain a harassment-free workplace. This audio conference will give you the tools you need to understand the types of harassment, how to handle harassment, and how to stay out of court.

What You Will Learn

  • A definition of "sexual harassment"
  • Types of sexual harassment
  • How to address sexual harassment
  • Supervisory and management responsibilities
  • Cues that harassment is occurring

Professional Etiquette

Participate in this audio conference and better understand what it means to be an auditor in the public service.  Learn how appropriate professional behavior and dress in the workplace can enhance your credibility in the eyes of the auditee.

What You Will Learn

  • The importance of professional image in the public service
  • Important public service standards of excellence
  • How professional image affects auditors’ credibility

Resolving Conflict in the Workplace

As much as we regret it, conflict happens in the workplace. It is a common and predeictable occurrence. Fortunately, when handled appropriately, conflict can be resolved with a positive outcome--often a stronger relationship than before the conflict. This fun and practical workshop will give you the skills you need to handle conflict—whether the conflict involves you or your team.

What You Will Learn

  • The potential value of conflict
  • Typical sources of conflict
  • Five approaches to conflict resolution

Stress Management

Anyone who does not appreciate the stressful work environment under which auditors operate is misinformed. Auditing is indeed a stressful profession: tight deadlines; teams that change frequently; audit objectives that are elusive; and difficult interviewees. This interactive audio conference will provide tools for reducing stress in the audit workplace.

What You Will Learn

  • Some stress is healthy
  • Sources of stress
  • Stress as a part of personality: Type A and Type B
  • Ways to identify and overcome stressors

Tests and Types of Evidence

Without evidence, auditors lack findings. In easy-to-understand language, we clarify the tests of evidence so that you can make sure you collect evidence to support your audit objectives. Understanding the strengths and shortcomings of the types of evidence and the importance of collecting sufficient, high-quality evidence will launch your auditing career on the “right foot”.

What You Will Learn

  • How the tests of “appropriate” and “sufficiency” apply to audit evidence
  • How to recognize the three types of evidence
  • The strengths and shortcomings of each of the three types
  • The importance of gathering all types of evidence in order to build hard-hitting findings

Web-based Surveys
The Non-IT Side of Successful Web-based Surveys

While having the hardware and software to conduct a web survey is essential, being successful at design and implementation requires a lot of other skills and experience. Poor decisions may derail the project and/or decrease the timeliness of responses. 

This audio conference will discuss the special need for collaboration between the client, survey designer, data collector, and data analyst. 

What You Will Learn

  • Question formatting and wording options
  • Layout and design
  • Internet implementation issues
  • Data processing issues that are unique to web-based surveys
  • Dos and don'ts for obtaining a high response rate with valid data 

Time Management

Time is perhaps our most important resource. When not managed soundly, we easily become overwhelmed with competing work priorities. In this very practical audio conference, you will learn strategies for more effectively managing your time, resulting in improved personal performance as well as overall organizational improvement.  And, who knows, you might even sleep better at night…

What You Will Learn

  • Tips for better managing your time
  • Techniques for managing competing demands
  • Tools for ranking tasks in priority order

Understanding Generational Differences

For the first time in history, we have at least four and potentially five or six generations in the workplace. Each generation brings strengths and also challenges for the other generations. Understanding and respecting each generation’s strengths is critical for a productive and healthy workplace. This audio conference will point out the differences between the generations and strategies for overcoming the annoyances that one generation may feel toward another because of these differences.

What You Will Learn

  • A definition of the “generations”
  • An understanding of the events and values that shape each generation
  • What each generation appreciates about the others and what annoys them
  • How to build healthy workplaces where generational differences are respected

Effective Communications and Collaboration Styles

The biggest chunk of our work day is devoted to communicating.  In this workshop, we'll explore ways to enhance our communications skills and to also trust and respect in the workplace.

What You Will Learn

  • Tips and techniques for building and sustaining trust in the workplace
  • Tools for improved listening and understanding
  • Techniques for building and maintaining high-performing teams
  • The value, sources of, and ways to address conflict

Building and Sustaining the Best Team Ever

Very little of the work we do is done solo.  We nearly always work in teams--some small, some large.  This engaging workshop will help you reflect on where your team is and how to make it even better.

What You Will Learn

  • Various concepts of effective and ineffective teams
  • Strategies for getting and keeping the team you want and need

Developing Value-Added Audit Objectives and Programs

Planning is perhaps the most important phase of auditing.  Well-thought-out audit programs help to ensure we effectively and efficiently address our audit objectives and also drive the tasks, scope and methodology needed to successfully perform the audit.  This interactive workshop addresses the how-to's of developing effective audit objectives and programs.

What You Will Learn

  • How to craft sound audit objectives
  • The critical components of effective audit programs
  • How to perform audits that are driven by the audit objectives and programs

Addressing Unconscious Bias

Even though most of us work hard to not be biased, most of us are biased but we do not realize it. Our biases can be about appearance, culture and backgrounds, etc. and can be expensive in the workplace when they affect employment decisions.  Overcoming bias in the workplace is an important goal and can improve morale and productivity as well as keep organizations out of court.

What You Will Learn

  • The theory of unconscious bias and how it may influence important workplace decisions
  • How to recognize personal behaviors that may suggest bias
  • How to apply techniques and tools that help overcome unconscious bias

Description: asba

Carole Buncher and Associates: The Competency Company™  is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.