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Engaging the Auditee

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Engaging the Auditee

Are you having difficulties interacting with the auditee? Is your audit work delayed by challenging relationships with the auditee?

This course will teach you how to: 

  • Understand good processes and relationship practices to effectively engage auditees at each audit phase
  • Assess current office practices against good practices
  • Diagnose auditee relationships
  • Improve auditee engagement


This course is for auditors who want to learn tools and techniques to strengthen auditee engagement processes and relationships with the entity.


This virtual course is delivered over 2 days. The course includes a mix of instructor-led content, interactive exercises, and break-out sessions.


September 10 | 10:00 am – 3:00 pm ET

  • Basic Concepts of Effective Auditee Engagement
  • Improving Auditee Relationships

September 11| 10:00 am – 3:00 pm ET

  • Improving Auditee Relationships (cont’d)
  • Effective Engagement Processes
  • Diagnosing Quality of Relationships

This course will require up to 3 hours of individual work, in addition to instruction time.


“Really good overview of engaging with the entity which sets expectations for the office. Even when people feel they are good at this, it was a nice chance to remember we can always improve. Suitable for different levels of experience.”

“A great course in a very important area of our work.”


Course hours can be submitted for continuing professional development credits, subject to approval by IIA, CPA Canada, or other professional associations.


A cancellation fee of $100 (plus applicable tax) will be applied to cancellations received up to 30 days before the first day of the course. Refunds will not be issued after that date. Substitutions will be permitted up to 10 days before the first day of the course for a fee of $50 (plus applicable tax).

CAAF reserves the right to cancel the course due to insufficient registration. Should CAAF decide to cancel a course, registrants will be notified two (2) weeks in advance and will be given the opportunity to receive a full refund or defer their enrolment to a future course offering.