Recorded Event Lead Auditor

Recap: I'm the Lead Auditor, Now What?

Community members will gain valuable insight into the process to lead, plan, conduct and report an internal audit for the first time. We covered these aspects in the event on May 11, 2021:

  • Professional responsibility
  • Team leadership
  • How to plan for an audit and conduct field work
  • How to execute a final report

This agenda was designed with new and established internal audit team leads in mind.

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You can download the slide deck here.

Ed McCaulley (CPA, MBA, JD) has over 25 years of experience driving insightful risk management within financial service companies of all sizes. He is the founder of Keystone Consulting LLC, a boutique consulting firm dedicated to providing world-class internal audit, enterprise risk management, operational risk management, and consulting services.


Jamie Chamberlain is a Certified Internal Auditor at a financial institution in Virginia. After obtaining her certification, Jamie built the internal audit department from the ground up. Passionate about internal auditing, Jamie focuses not only on providing assurance but also on being an internal source for recommendations and implementation plans.


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