Control and Risk Self Assessment
Facilitation & Implementation Skills

November 6, 7, & 8

Space is limited… register now…

The Dallas Chapter of the IIA is presenting a 3-day seminar on facilitation skills for auditors taught by Joan Pastor, founder of Joan Pastor & Associates International, an international consulting company. Control and Risk Self Assessment Facilitation & Implementation Skills will teach you the responsibilities and skills of the auditor as facilitator and teacher of self-assessment methodology. This program has been carefully designed to integrate facilitation, leadership, and communication skills within the specific needs of the auditing profession. This program is also highly participatory, allowing all attendees the opportunity to practice, refine, and reinforce the facilitation skills you have learned.

You will learn:

• Effective facilitation skills and the role of the facilitator in self-assessment auditing
• How to deal with difficult audit clients and manage conflict
• How to open and close self-assessment meetings
• How to feel comfortable in front of a group
• How to influence the group to cooperate with you and to work together as a team
• How to keep yourself and the group energized through the self-assessment process
• How to handle people of mixed authority levels in the same group

In addition,

• Training fulfills facilitation requirements for CCSA
• CIA candidates who have successfully completed the examination requirements for the CCSA are eligible to receive Professional Recognition Credit for Part IV of the CIA exam. For more information, go to the IIA's certification page.

Make Checks payable to IIA Dallas Chapter and mail to:

Anthony Palmieri
6501 Legacy Drive
Mail Stop # 4321
Plano, Texas 75024-3698
apalm6@jcpenney.com
972-431-5619

Cancellation Policy: No refunds will be given after October 8, 2002.

All About Joan

Joan Pastor is president of JPA International, Inc., an organizational consulting company with offices around the world. She acts as a consultant on the "people" aspect of business to corporations, and has been a professional speaker, trainer, seminar leader, and organizational development specialist for over twenty years. She has taken a number of organizations through complete redesign and company-wide change in order to be more efficient, competitive and proactive, especially in global markets. Joan has over 20 years of experience facilitating groups to determine, define and improve their work procedures and departmental processes, including projects and conferences associated with and involving the White House and very senior officials in our government and other governments around the world. She assists senior management groups regularly on their strategic planning efforts.

JPA's Expertise with the Audit Profession

Joan has been working with auditors around the world since 1987. In 1988, she traveled to Hong Kong and Japan on sponsorship from the Institute of Internal Auditors and Coopers and Lybrand. This project was to conduct interviews and gather specific research on cross-cultural comparisons between auditing in Asian Cultures as opposed to the United States. She worked extensively with the International Commission Against Corruption on innovative methods in interviewing techniques with personalities that are a high risk for fraud. Joan's work in the auditing field focuses on the consultative and value-added methodology in audit approaches, including Risk Enterprise Management (REM) and Control & Risk Self-Assessment (CRSA) methodologies, internal negotiations and communication skills, operational skills, quality and customer-service skills, and the presentation skills needed in the non-technical areas of their work. Joan has been a frequent speaker and seminar leader for a number of chapters and conferences for the Institute of Internal Auditors, as well as for the MIS Training Institute, the BIA, ICBI-Europe, AHIA, and the EDPAA. Besides Joan's work in BSA*, she and her associates have developed, and continue to provide, in-house audit training programs and consulting services to a number of internal auditing departments and accounting firms over the years, including: Ford Motor Co., Sempra Energy, Dresdner Bank, Pacific Telesis, Arthur Andersen, Compass Bank, and Levi Strauss. Joan's involvement with the Institute of Internal Auditors has been extensive.

Besides providing speaking and training services to many IIA chapters, she keynoted and provided breakout sessions at numerous IIA conferences, including:

1987 - 1999: Numerous IIA Regional Conferences in North America, including: Albuquerque, Dallas, New Orleans, Calgary, and Portland

1989, 1990, 1992, 1994, 1998, 2000 and 2002 (upcoming) IIA International Conferences

1991, 1993 and 1999 IIA South Pacific Conferences in New Zealand and Australia

1992 IIA South Africa Conference

2000 IIA Middle East Conference, United Arab Emirates

1994, 1998, 1999, 2000, 2001 IIA Business Practices Conferences on Control Self- Assessment Experience with Risk & Control Self-Assessment Methodologies

At least 50 different organizations are using Joan's facilitation training, including: Walters Industry, State Farm Insurance, Virginia Commonwealth University, Boeing, Arco, Praxair and numerous IIA chapters. Joan worked with Airtouch Communications, Branch Banking & Trust (BB&T), and Blue Cross/Blue Shield Audit Departments to develop the first and best BSA facilitation and consultation skills training courses available, and JPA is now fully equipped to assist audit departments design and implement CRSA or other innovative risk-based approaches from beginning to end. Joan and her associates have assisted with, or overseen, the implementation of REM and CRSA in numerous organizations ranging from the University of California system to the Metropolitan Transit Authorities to the Lower Colorado River Authority. JPA also participated in the development of the CCSA exam for the IIA.

Joan has two master's degrees and has practiced extensively as a psychotherapist. She has been a guest on a number of radio and television shows and has hosted her own radio show. Joan is the author of Women's Work and the recipient of numerous awards, including Certified Speaking Professional from the National Speakers Association, Outstanding Young Woman of America, and Who's Who is the East and West. She is a member of the Institute for Internal Auditors, the American Psychological Association and the Society for Industrial and Organizational Psychology.

The JCPenney Home Office is at the north end of the
Tollway in the Legacy Business Park, Plano