2.0 CPE Internal controls (IC) are critical to the effective functioning of all processes. The importance of proper and relevant documentation can be viewed as a burden. Strong, relevant documentation is critical to ensure organizations can adequately monitor, manage, and adjust their processes in line with business objectives. This requirement extends far beyond internal controls over financial reporting. Management must first establish appropriate responsibilities for IC. Personnel must have a strong understanding of the types and methods of IC and how they relate to their jobs. Controls should be well documented.
Documentation methods must meet organizational needs and be sufficient for personnel to understand.
This course will further evaluate the responsibilities of employees, management, and auditors in understanding their role in internal control as well as evaluating documentation methods. The course is useful to all individuals within a company who have responsibility for writing policies and procedures, documenting and evaluating processes and internal controls and testing processes.
Learning Objectives
- Explore the responsibilities for internal control (IC).
- Explore what to document.
- Identify documentation types.
- Explore how to establish a defined documentation process.
- Explore steps to sufficient documentation.
- Discover relevant methods of flowcharting.
Last updated/reviewed: March 10, 2024
Included In Certifications
This course is included in the following Certification Programs:
15 CoursesManagement Oversight, Analysis and Internal Controls Certification
- Management Internal Control Essentials
- Comprehensive Examination of COSO 2013: Components and Principles
- Keys to an Effective Code of Conduct
- Fraud Risk Assessments
- Enterprise Risk Management 101
- Identifying and Implementing the Proper Balance of Internal Controls
- Information Technology (IT) Controls in Emerging Business Environments
- Analyzing Financial Ratios - Solvency, Liquidity and Debt
- Analyzing Financial Ratios - Leverage
- Effectively Managing and Controlling Travel and Entertainment (T&E) Expenses
- Keys to Understanding Conflicts of Interest
- Documentation Methods For Internal Control Processes
- Segregation of Duties for Core Business Processes
- Professional Skepticism - Keys to Maintaining
- Whistleblower Hotlines - Effective Management
32 CoursesInternal Controls and Internal Audit Certification
- Internal Audit Standards Overview
- Managing the Internal Audit Function in Line with GIAS - Part 1
- Managing the Internal Audit Function in Line with GIAS – Part 2
- Managing the Internal Audit Function in Line with GIAS – Part 3
- Executing the Internal Audit Engagement in Line with GIAS – Part 1
- Executing the Internal Audit Engagement in Line with GIAS – Part 2
- Identifying and Implementing the Proper Balance of Internal Controls
- Documentation Methods For Internal Control Processes
- Segregation of Duties for Core Business Processes
- Foundations for a Strong Internal Audit Department
- Internal Audit Management - Top Skills
- Internal Audit: Keys to Managing an Effective Function
- Understanding Risk-Based Auditing
- Risk Based Auditing – Establishing a Methodology
- Risk Based Auditing – Applying the Methodology
- Cyber Risk Frameworks And Concepts
- Information Technology (IT) Controls in Emerging Business Environments
- Fraud Risk Assessments
- Professional Skepticism - Keys to Maintaining
- Introduction to Forensic Accounting
- The Fraud Triangle
- Internal Audit Effective Relations with the Audit Committee
- COSO 2013 Overview
- COSO 2013 - Operational Execution
- Internal Audit Emerging Risks for 2021 and Beyond - Part 1
- Internal Audit Emerging Risks for 2021 and Beyond - Part 2
- Internal Audit Emerging Risks for 2021 and Beyond - Part 3
- Internal Audit Emerging Risks for 2021 and Beyond - Part 4
- Internal Audit Challenges During Times of COVID
- Global Internal Audit Standards (GIAS) - Overview and Contrast to 2017 International Professional Practices Framework
- Tools for Internal Control Certificate
- Lessons of an Auditor- Tools for Internal Control Certificate
219 Reviews (826 ratings)
Reviews
Kenneth Tobin
(Operations Risk Manager at BHG)
Outstanding CPE! The instructor explained the topic with great clarity! I really liked the practical examples, for they gave me context! This made learning the topic easier and it helped me with knowledge retention. Also, this will help me greatly, as I document policies and procedures for Internal audit and assess the control risk for Management's document management process. Thank you!
Anonymous
(Senior Accountant)
documentation methods for internal control processes are important in audit because they provide a clear understanding of the internal controls in place, enable verification and assessment of controls, identify potential risks and weaknesses, provide audit evidence, ensure compliance with regulations, improve communication, and facilitate monitoring and evaluation of controls.
Anonymous
(VP, WFM and BusTech)
I've participated in several of Lynn's webinars; she does an amazing job of clearly articulating course content in a way that is digestible, understandable, and retainable. This course is no exception and served an effective overview for me, as well as introducing some new food for thought which I'll be able to easily apply in a business setting.
Anonymous
(Senior Auditor)
This course dives into the world of internal controls, providing a review on how the process for identifying, evaluating, and documenting internal controls should be performed. In addition, it outlines the responsible parties and provides examples in how to create flow charts and perform effective design analysis.
Natalia Lippold
(Certified Payroll Professional at Trivantus, Inc.)
I enjoy Lynn's courses - she is very knowledgeable about the subject and is able to convey it in a manner that is clear and easy to understand. I don't use financial statements in my work, but I like to keep informed of all aspects of accounting, and Lynn makes it very easy to take a refresher. Thank you.
Joshua Knight
(Internal Audit Director at Alliance Health)
I appreciate the level of detail regarding key considerations and how to properly identify and document internal controls. Good training. One suggestion: include audit example and scenarios that are compliance or operational audit types. Typically the examples are of financial audit scenarios.
Anonymous
(Senior Internal Auditor)
This course is a good refresher. The time allotted to complete the course is sufficient to cover all topics outlined in the course. The instructor appears to be very knowledgeable. She provided examples that were relatable. I would definitely recommend this course to other internal auditors.
Anonymous
()
Great overview course for documentation methods of internal control processes. Good review for all accounting employees - from IC employees to corporate accountants and even external auditors. The review slides are thorough and provide great information. Highly recommend this course!
Anonymous
(Auditor)
Proper Documentation Methods for Internal Audit and Internal Controls Processes is a very good course designed to emphasize the importance of documentation in the world today. It introduces different methods for properly documenting information while providing pros/cons to each.
Anonymous
(Internal Auditor Chasing New Opportuniti..)
I find this course to be an excellent refresher, especially in terms of WHY complete and relevant documentation is so important - not just for effective controls, but for business to succeed. Makes me think about how I should go about educating everyone in the organization.
Anonymous
(Senior Manager - Internal Audit)
I did not really get much from this course. The course content was more basic or entry-level than I anticipated. I was hoping for more practical insight into what entities were doing to execute their control documentation activities (like what tools they were using, etc.).
Anonymous
(Internal Auditor)
Documentation of internal control processes is essential for maintaining transparency, accountability, and effectiveness within an organization. Proper documentation provides a clear record of the controls in place and assists in audits, compliance, and risk management
Anonymous
(Senior Data and Reporting Analyst)
It's nice to see multiple ways of documentation processes outside of just flowcharting. This course does a great job with its maturity model and how I can relate this to the organization that I am in. Gets me thinking a little bit which is the sign of a good course
Christopher Chomic
(Director of Finance at Advanced Plumbing Technologies)
The class was a good tutorial about the introduction for proper documentation. What works and what does not work, the requirements for management and within a company in order to have the proper policies and procedures in place for a strong internal control system.
Dana Lester
(Payroll Analyst at Flynn Restaurant Group)
The is a very informative course. The way in which the concepts are presented is helpful and it is easy to understand. The instructor was engaging and was able to keep this interesting. This course could be useful across many levels of an organization.
Richard Campbell
(Director of Internal Auditing at Indiana Wesleyan University)
While I found several practical insights in the second half of the course, I thought that much of the first half could have been greatly condensed or omitted. I did enjoy the author's relational style and her obvious familiarity with the issues.
Anonymous
(Consultant)
Great overview of documentation and how to go about it for emerging companies to mature companies. I hadn't considered the addition of key controls and gaps indicators but will include these going forward in our documentation at our company.
Anonymous
(VP Fiance)
I have taken several courses Lynn and she creates a great process and presentation that takes complex processes and breaks them down to bite size pieces. This provides a great outline for what to document and the why to document it.
Anonymous
(SFA)
Another excellent course from Lynn! I love the way the material is presented with real life examples. This course would be definitely useful for management to understand what type of documentation is more suitable for the business.
Anonymous
()
Great overview of the documentation process of internal controls. Breaking down the role of employee, management, and Governing Body is an excellent way to demonstrate how each role is responsible for effective internal control.
Anonymous
(Payroll Specialist)
This course was detailed and very helpful. It is clear in explaining the purpose of documentation and what auditors would be looking for. It's certainly good information that I would recommend to every working professional.
Cammy Dollins
(Payroll Coordinator at Laclede Electric Cooperative)
I have been enjoying the courses by this instructor. I am learning a great deal. She provided more good information about internal controls and documentation that would be beneficial for anyone in business.
Rahman Ullah
(Senior Accountant at Cardtronics)
Great overall summary of controls. The real-life examples are great. Don’t expect a riveting subject or presentation and you can skip ahead if necessary as it is otherwise a little bit of a dreary pace.
Anonymous
(Associate Director)
The course provides a great overview of the different documentation avenues an internal auditor/management can take. The training is a good overview for process owners to take not just accountants.
Brian Meister
(SVP Corp Compliance & Accounting at ACDI/VOCA)
Great summary of what you need to know and best practices. Raises a lot of issues that the important stakeholders need to be mindful of - helping to clarify role of employee v management v board.
Anonymous
(Assistant Internal Audit Manager)
The instructor's presentation is very useful and rich of information. It help to emphasize the importance of documenting in business operations and helpful for Internal Audit and Internal Control.
Anonymous
()
Very informative course. The presenter gave practical and very descriptive examples of how to implement relevant documentation in an organization. The information was easy to understand and apply.
Anonymous
(Accountant)
I liked that the video presentation was detailed and clear enough to gain an understanding of the topic, and a person does not really need to be an internal auditor to follow this presentation.
Adrienne Frame
( at N/A)
I love the cheat sheet for the flow chart processes. That was very helpful. It also helps to be reminded that most people should be able to understand the flowcharts and not just the experts.
Carol Brunsden
(Auditor at Intelligent Software)
I liked the depth of the information provided for documentation, what types work best and connection of internal controls in each method.
My expectations were exceeding for this course.
Felix Murphy
(Risk Control Analyst at VA - U.S. Department of Veterans Affairs)
Very good general information about the documentation processes for an internal control program. I should have started with this course instead of diving directly into COSO classes.
Anonymous
()
Excellent course to drive home the purpose of having proper documentation. Good reminder for seasoned auditors, and a great introduction for those starting in the auditing field.
Mahira Sheikh
(Accounting Manager at DLC Group)
While going through implementation of internal controls at my current workplace, this was a great reminder of what I should be looking for when documenting internal controls.
Anonymous
(Sr. Accountant)
This was a very informative course and flowed very nicely. Also, having watched a few of Lynn's presentations, it fits very well alongside her other courses. Great resource.
Anonymous
(Corporate Controller)
Miss Fountain does a great job of presenting this concept as well as providing very good examples of how these items relate to the business world. Very good course to take.
LISA BRZEZINSKI
(Director of FInance at Aspirus)
The instructor is easy to follow and very knowledgeable. I have enrolled in her courses before. The content was informational and applicable. Very useful in the industry.
Anonymous
(-)
Another a great course from Lynn Fountain with regard to control practices. Her insight on key considerations and potential challenges is well -presented in this course.
Kelsey Kozachuk
(Sr. Controller at Browne Consulting Group)
The instructor is easy to follow and very knowledgeable. I have enrolled in her courses before. The content was informational and applicable. Very useful in the industry.
Anonymous
(*)
Good course overall and will be good to relay some of the training points to some of the staff on the team as I know this is something our function has been working on.
Carolyn Bowlby
(PRogram Analyst/Auditor at VA - U.S. Department of Veterans Affairs)
I enjoyed this course. It opened my eyes to some thing that we as an internal audit team are not doing and I will suggest this training to my supervisor and coworkers.l
Judith Poli
(Payroll Manager at Odyssey Systems Consulting)
I really enjoyed this course a lot, so many relevant real-life examples that highlight and illustrate the need for the point she is making and makes it more relatable.
Anonymous
(Auditor)
I was able to remain engaged with Mrs. Fountain throughout the entire course. She was effective at delivering the key points as well as examples of each topic covered.
Anonymous
(Internal Auditor)
The course covers all important aspects of the documentation of internal controls processes and different methods to do so. Well organized and effective instructor.
Anonymous
()
Documentation represents most of the internal audit process. Great course to help auditors at all levels of the importance of relevant and reliable documentation.
Curtis Coachman
(Auditor at VA)
Explanation of flowcharting was/is very helpful. Along with all of the course material and presentation. The instructor was/is very knowledgeable of the topic.
Christopher DiVincenzo
( at Seattle Fish Company, LLC)
Nice overview for internal control documentation and what it looks like within an organization. Highlights the responsibilities between employees and management.
Anonymous
(-)
The course describes the different methods of documentation, how to use it, advantages and disadvantages of each method, along with roles and responsibilities.
Anonymous
(Senior Auditor)
Great course! I like the succinct overview of the various methods of documenting internal controls. Provides a good starting point for the options available.
Anonymous
(RAS Associate)
There's a tendency to focus on just controls as the main basis. Having the visibility into what goes to document controls was really interesting to learn about
Anonymous
(Client Service Executive)
This is a great way to challenge my review in audit. The course is meaningful and informative which help me as an auditor on how to do the audit documentation.
Susan Cypert
(Accounting Position at Currently Seeking)
I enjoy Lynn's courses. She stays on track, provides excellent examples that help with retaining the information and her explanations are easy to understand.
Anonymous
(Manager)
I try to take her course because she always provides good, conscise support material, relevant exam questions that can be traced back to the supporting docs.
Anonymous
(Executive Director, Corporate Controller)
This course provide a comprehensive overview of proper documentation requirement for internal controls and related processes. It is a very helpful overview.
Anonymous
(Controller)
This is another amazing course with detailed guidance on documentation of controls. I highly recommend this course to anyone working in Accounting/Finance.
Anonymous
(Senior Cost Accountant)
This course was very helpful as I am currently writing global process narratives for my company. There are many things discussed that I will take forward.
Pamela LaPlaca, CPA
(Controller at EG USA)
As the Controller of a small company, I was looking for ideas to up my documentation game. I found her ideas helpful and like the flow charts idea best.
Anonymous
(Senior Internal Auditor)
This course is good for new auditors to gain an overall understanding of documentation. As a seasoned auditor, the course is also helpful as a refresher.
Anonymous
(Management's Control Auditor)
Very well presented. Documentation method is a challenge if the organization has not established a documentation standard. This presentation is helpful.
Raveendran Madappattu
View Instructor Profile
Good course coverage with examples and descriptions. A great piece of work useful for all levels of staff, auditors, management, board and stakeholders.
Anonymous
(internal auditor)
Хотелось бы, чтобы приводилось побольше схем. Можно даже одну подробно рассмотреть
Anonymous
(Director of Capital Accounting)
This was a very good course that I wished I had taken earlier. The subject matter was explained well and will be used as a training tool for my staff.
James Chuang
(Compliance Officer at Silverton Casino Hotel)
Extensive coverage of the various documentation methods for internal control processes and how they can be used effectively and why they are important.
Ahmed Saeed
( at Surgi-Tech)
Informative course about documentation methods for internal control processes which makes me eager to use flowcharts in documenting the audit finding.
This was an overview. It does not really train you to perform documentation but it does provide you with a way to think through your standards.
Sylvia Ratliff
(internal audit consultant at self employed)
Liked the flow of the course material. I think it was covered completely and clearly. The documentation process was particularly helpful to me.
DAN ZOU
(Payroll manager at Sinopro International Resources Inc.)
Well explained based on the facts and cases. The tasks of management are demonstrated in details and defining questions are asked in the study.
Anonymous
(Internal Auditor)
This course was incredibly enlightening and helped to give a great overview of audit documentation and how important it is to a successful audit.
Anonymous
()
This was yet another great course provided by Lynn and was very well presented. It was very informative and was a great refresher on this topic.
Tracy Doud
( at Ashley Furniture)
Good examples given that relate to the real business world. Also I liked how the standards were linked into the data and examples for clarity.
Anonymous
(Director)
The course is very good. The topics covered are all relevant and are presented in a very organized manner. This course is highly recommended.
Anonymous
(Accounting Leader)
This course on documentation on internal control process was very eye opening to all that is involved to create and verify internal controls.
Anonymous
(Manager SOX & Accounting)
Lots of good criteria that will be utilized from this course. Concepts were delivered in an easy to understand manner with great examples.
Anonymous
(Senior Accountant)
This course was very knowledgeable. It was very thorough in explaining the process of documentation methods for internal control processes.
Anonymous
()
Great overall review of internal control's as they relate to business as well as good overall process of what makes up internal controls.
Andrew Kreher
(Sr. Manager, Fixed Assets at Charter Communications)
The instructor is very knowledgeable. I felt the pace could have been condensed a little bit. Some areas were more relevant than others.
Anonymous
(Senior Accountant)
Course very comprehensive and well presented both verbally and slide content. Learned new documentation approaches for my future projects.
Anonymous
(-)
The course gave very good overview of documentation of controls. Would recommend everyone who is documenting the controls and processes.
Anonymous
()
This was a a lot of information presented very well. I can see ways that I need to make improvements in my department. Glad I attended.
Anonymous
()
This is a good overview/refersher course. It is a really good summary that provided some good ideas in regards to proper documentation.
Anonymous
()
Course content was well-structured and covered all relevant topics relating to the documentation methods for internal control processes.
Lisa Marie Harrington
( at City of Richardson)
Lynn is such a great teacher! This lesson is thorough and provides GREAT examples that are are relatable to all levels of fiscal teams.
Andrew DeLorme
( at Allscripts)
I found this course beneficial. It provided me with a chance to increase my knowledge and competency in the internal control area.
Anonymous
(Audit Director)
GREAT synopsis for documenting internal controls. This course really refreshed some points that I am pursuing in my organization.
Anonymous
()
This was very informative and clear and concise. I think process and control owners along with employees would benefit from this.
David Weichert
(Director of Finance and Administration at Parking Authority of the City of Lancast..)
This course contains a lot of information on approaches to process documentation, and advantages and disadvantages to each type.
Eugene Ko
(Process Risk and Controls Consulting Ass.. at RSM)
great video, would recommend for anyone who is interested or wants to gain a high-level understanding of process documentation
Anonymous
(HR Director)
I always enjoy Lynn Fountain's presentations. I have a greater understanding of the documentation methods after this course.
Anonymous
(Auditor)
This course is great at explaining the overall process for documentation. I believe this area relates to various departments.
Anonymous
()
Excellent information. Great review and direct to the point in order to complete documentation that is accurate and complete.
Anonymous
(Internal Audit)
Excellent course discussing the thought behind the documentation objectives of internal audit reviews. Highly recommended.
Anonymous
()
The course contains a lot of useful information on internal controls and the presentation was clear and easy to understand
Anonymous
(Analyst)
This presenter has a great wealth of experience and information to offer from both a business and a practical standpoint.
Anonymous
(--)
Although this subject can be dry, instructor did a fantastic job of covering the important areas in an engaging manner.
Allison Justice
( at ADP)
very informative and useful information. Love how she presents the material and have attended several of her webinars.
Anonymous
()
Instructor provides helpful examples. She also provided a helpful review of flowcharting symbols and what they depict.
Anonymous
(Senior Payroll Specialist)
Interesting course. I appreciate the importance of documentation and making it relevant and current to business needs.
Anonymous
(-)
This was a very practical, helpful, and insightful course that had strong learning objectives in a reasonable format.
Anonymous
(Consultant - Process Specialist)
The speaker discussed a depth overview ICS Many examples are provided to give you a better understanding of these ICS
Anonymous
(Director of Accounting)
Nice details around different documentation forms and insight into which may work better for different orgs/scenarios
Anonymous
()
Great course on documentation. I will be able to use this to help the team understand why documentation is important.
Anonymous
(Auditor)
Good information regarding internal controls documentation. Take some and leave some, but mostly great information.
Anonymous
(Senior Associate)
This course helped me strengthen my understanding of how adequate audit documentation can have a significant impact.
Anonymous
(Program Analyst)
The pace was good on this course. Just briefly glossed over flow charting, would have liked to dive into this more.
John Filbert
(Consultant at DLC Group)
Great audit course on internal audit and internal controls processes. Lots of helpful information in the course.
Wayne Burns
(CFO at Lone Tree Inc)
was expecting more detail in a two hour course. should be noted that this is primarily for new to this audience.
MOSTAFA KHALEL
( at kpmg)
well, this subject it is so important in our days, which as all we know if you not documented you never did it,
Anonymous
(Compass Program Lead)
This course would be great for those who want to know more about internal controls and the "why" behind them.
Anna Poselenova
( at Junior's)
I enjoyed watching this course, any employee or any department of the company could benefit from this course.
Anonymous
(Consultant)
Good introduction to documentation of IC processes and the importance of completeness through to financials.
Celeste Houston
(VP of Payoll at Stratus.hr)
I enjoy Lynn's detail. She is easy to listen to and describes things in a way that anyone could understand.
Anonymous
(CFO)
Good overview on starting to develop internal controls. Helps understand what the auditors are looking for.
Anonymous
(Senior Internal Auditor)
Course provides the various relevant documentation methods that can be used during your audit projects.
Anonymous
(Accounting Supervisor)
As always, Lynn did a fantastic job going over the documentation methods for internal control processes.
Anonymous
(Controller)
This course provides information on how to document internal control processes from within the company.
Neal Stiles
(Accounting & Finance Guy at Contractor)
Basic stuff but serves as a good reminder. Lynn adds flavor to each slide presented during the course.
Anonymous
(Staff Auditor)
Great information, especially flow charts. It's been a long times since I have needed to prepare one.
Gina Lopez
( at Trojan Professional Services, Inc.)
VERY INFORMATIVE. INSTRUCTOR DOES A GREAT JOB EXPLAINING INFORMATION AND PROVIDING SPECIFIC EXAMPLES.
Anonymous
(Senior Associate)
I really enjoy Lynn's courses. The material is always easy to digest and relevant. Highly recommend.
Anonymous
(Director)
Good class that reviews the basics and provides guidance. Good class for middle management as well.
Anonymous
(Senior Associate IA)
I think the instructor did a great job educating us on the information and provided great examples.
Nichole Karr
(Director - Audits at BMM Testlabs)
This class included a lot of detailed information in a way that was easy to follow and understand.
Anonymous
(Senior Internal Auditor)
It was good to o over the basics of flow charting and documenting of controls. A refresher course
Chukwudinka Mason
(Auditor at National Reconnaissance Office)
This was very informative and I will recommend this to my colleague and friends of similar field.
Ibrahim Khalil
(Accountant at Axians IT Busniess Solutions GmbH)
The course is a good start for a proper documentation. It is a good summery of what can be done.
Anonymous
()
very informative. gives me ideas for re-evaluating documentation and processes in my work place.
Anonymous
()
Great overview of the various types of documentation that apply to an organization's processes.
Anonymous
(Senior Internal Auditor)
This course offered a solid overview of the proper documentation methods for internal controls.
Sam Grosoff
(Associate at RSM)
I enjoyed this course and learning appropriate documentation techniques for internal controls.
Anonymous
(AVP Compliance Risk Management)
Sections broken down that were easy to understand. Good for people early in their audit career
Corey Masters
(Accountant, Internal Auditor, Risk Speci.. at Self)
This course continues to fill in the pieces of good internal control processes for a company.
Anonymous
(Controller)
Excellent, not just for internal control documentation but process documentation in general.
Jack Brown
(Consultant at JB Consulting LLC)
Good knowledge base course. Clean and concise. Test questions were well written and specific
Anonymous
(Director)
The course provide a good basis and understanding for documenting internal control processes.
Anonymous
(Senior Accountant)
Great course with clear and detailed breakdowns of the course material. Well worth the time.
Christopher Hole
(Director of Internal Audit at Roseburg Forest Products)
Presentation could be faster, but overall a worthwhile summary of audit documentation types.
Anonymous
(CPA)
The course was easy to follow. It covered a great deal of material, but summarized it well.
Anonymous
(Owner)
Good class on various ways to document internal controls. Well organized and informative.
Anonymous
(Payroll Supervisor)
Great course! Covers lots of information in regards to documentation and internal controls.
Anonymous
(finance controller /Director)
This subject : Documentation Methods For Internal Control Processes is clearly good theory.
Anonymous
()
Very useful and meaningful course. It’s highly recommended to be taken by professionals.
Dinita Wilbourn
( at Turnitin, LLC)
This course provides a overview of documentation methods for internal control processes.
Gary Francoeur
( at NA)
Really good and useful information in both the presentation and handout for this course.
Anonymous
(Program Analyst)
The training introduced me to documentation types I hadn't previously considered using.
Anonymous
(Chief Financial Officer)
The presenter was effective in her communication of the material and was well prepared.
Anonymous
(Auditor)
This was a great class on documentation methods for internal control processes.thanks.
Anonymous
()
Good introduction to new auditors on the documentation process and what to be aware of
Anonymous
(Not Provided)
Almost a road-map for anyone who is participating in creating internal documentation.
Anonymous
(Senior IT Audit Analyst)
I liked the breakdown of all the types of documentation, and what they are used for.
Marci Earnest
(Accounting Manager at Transtron America, Inc.)
Well organized course. I wish I could see the exam question I answered incorrectly.
Anonymous
(Controller)
Great refresher of internal controls and documenting such processes and procedures.
Brooke Fitzgerald
(Sr Payroll Specialist at Questco)
I found this course to be very informative and will likely use this in the future.
Anonymous
(CFO)
Documentation Methods For Internal Control Processes was an
Enjoyable course.
Liezel Holden
(Risk Control and Assurance Manager at not applicable)
I would have l8ke more information about how to document the control identified
Sharon King
(Contractor at Self employed)
Lynn Fountain’s course is packed with great information and easy to understand.
Naoko Kuge
(Internal Controls Manager at Hoshizaki Europe B.V..)
It is basic but important topic which has not been so much focused for training.
Alex Blonigan
(Consultant at DLC Group)
Good coursework and good refresher of data and information, I will be able to use
Anonymous
(Auditor)
I enjoy the instructors classes. I recommend them to all new internal auditors.
Tanisha Thomas
(auditor at DTE)
I was surprised by how much I learned during the internal audit training course.
Anonymous
(Payroll and Benefits Manager)
great course explaining the importance of a documentation. thank you so much!
Youlanda Williams
(Program Analyst at VA - U.S. Department of Veterans Affairs)
Very useful information for my job. Presented in a very easy to follow manner.
David Klein
(Self Employed at David S Klein)
First time I have taken a documentation course. Thank you for the information.
Anonymous
(Supervisor, Technology Risk Consulting)
this course was great and really helped better my understanding of this topic
Susan Redmerski
(Program Analyst, Auditor at VA - U.S. Department of Veterans Affairs)
Excellent information and wonderful speaker. Highly recommend this course.
Anonymous
(Associate)
Nice course. Course is well laid out and source materials are easy to follow.
Jordan Rychel
(Senior Accountant at Equinor)
Course was easy to follow and had a clear scope. Would take this course again.
Mercedes Maldonado
(Chief Strategist at Meveau)
The instructor was clear. The information is simple to process and implement.
Jennifer Pawliw
(Staff Auditor 1 at Berkshire Bank)
great information as always, thanks for a great course
Anonymous
(Auditor I)
This course was one of my favorites. The instructor provided great examples.
KIM MILLER
( at Miller's Mowing & More)
This webinar was very educational. Thank you for the opportunity to view it.
Anonymous
()
Very informative and educational. Thanks for providing this level of detail.
Anonymous
(Senior Auditor)
I like all aspect of the course. Auditors would benefit most from this course
Edmeire Oliveira
(Director of Accounting Latam at Blue Loop Capital)
good simple material ,,,big help on my professional moment great instructor
Anonymous
(Principal)
The first portion was really basic, but the last portion was very helpful.
JOANNE HARRISON
(Controller at 8020 Consulting)
I really enjoyed this course. Lynn speaks clearly and has great examples.
Antonio Crawford
(Senior Internal Auditor - Budget/Busines.. at Individual)
Great course. very practical for internal auditors and SOX specialists.
Sophia Kasozi
(- at City of Edmonton)
Great refresher on proper documentation methods for internal audit shops.
Anonymous
(Retired)
Great and relevant information! This was a great refresher course for me!
Anonymous
(UP Specialist)
This is a great overview of documenting processes and the different types
john mahlstedt
(Internal Audit Consultant at ConnectSearch LLC)
As usual this instructor provided easy to follow and relevant material.
Anonymous
(Not Provided)
Overview of process documentation, including why, benefits and methods.
Anonymous
()
This was a good review course for me. I wanted to go over the topics.
Anonymous
(Consultant)
Another fun and exciting CPE course. CPE is such a great use of time.
Anonymous
(Head of Internal Audit)
A good presentation to remember the correct way of documenting audit.
Anonymous
(Program Analyst/Auditor)
Extremely insightful. I will be able to apply much of what I learned.
Anonymous
(Manager)
Great examples and the concepts were well developed and documented.
Anonymous
(Accountant)
All on all a nice lecture and fair enough exam which I can recommend
Anonymous
()
This was a very good comprehensive overview of proper documentation.
Anonymous
(Sole Practitioner)
works well as a refresher and to complete my CPE for my cia and cpa
Thanh Truong
(Senior Internal Auditor at Charter Communications)
This course is informative and covers a good deal of documentation.
Anonymous
()
A good quick overview of documentation methods in internal control.
Anonymous
()
This was a very informative course. I would recommend this course.
This course is super helpful in creating an internal audit system!
Anonymous
(Internal auditor)
Great overview of various documentation methods with pros and cons
ALI KHAN
( at WELLS FARGO)
Good course covering several key points about internal auditing.
Anonymous
(Sr. Director of Cost Management and Comp..)
Good overall refresher of internal control documentation types
Anonymous
()
Great refresher hitting all the key points with great examples.
James Faranda
(Auditor at CBP DHS GOV)
good course, reasonable detail of materials given by trainer.
Anonymous
(IT Advisory Snr. Associate)
The course is highly detailed in documenting internal controls
Anonymous
(CFO)
Very comprehensive and succinct content. Excellent resource.
Anonymous
(VP)
Great course, very helpful and informative, great instructor.
Anonymous
(Manager)
Course is relevant to today's audit processes and reporting.
Anonymous
(Senior Auditor)
Course provided some new ideas for consideration in my work.
Anonymous
(Audit Consultant)
Information was appropriately focused and straightforward.
Anonymous
(Payroll Manager)
Good information related to Internal Control documentation.
Anonymous
(Payroll Administrator)
Thank you
Great course
Brandon Devlin
( at ATS Automation)
Not much to comment. Course was very helpful. Thank you.
Anonymous
(Manager Internal Audit)
The presentation was informative and easily understood.
Jayla Murphy
(Risk Analyst at VA - U.S. Department of Veterans Affairs)
Very knowledgeable trainer. Good information provided.
Anonymous
()
Wonderfully laid out and easy to understand and follow.
Anonymous
()
Presenter was thorough and course content appropriate.
Anonymous
()
Nice overview and training for managers at all levels.
Anonymous
()
Nice overview and training for managers at all levels.
Anonymous
(Head of Risk Management & Intern..)
Very understandable guidance on documentation types.
Anonymous
(Chair)
Very well explained and presented in a clear manner.
Anonymous
(Assistant Controller)
Very informative. Real world examples were helpful!!
Patrick Gowaty
(Managing Director at GTM Lender Advisors, LLC)
Great Course I think we need more documentation.
Anonymous
()
This was a good class and will be helpful for work.
Makarand Vaidya
(Senior Internal Auditor at Latitude12 Pty Ltd)
Understood the importance of process documentation
Syed Kazmi
(Controller at Encompass Capital Advisors LLC)
Subject explained for understanding in a nice way.
Prerequisites
Knowledge Level: Intermediate
No Advanced Preparation or Prerequisites are needed for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Lynn FountainCPA, CGMA, CRMA, MBA, cPIA, Consultant, Author, Trainer
About Illumeo
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Contact Us
- Email: info@illumeo.com
- Phone: 408-400-3993
- Adress: 1608 W Campbell
- Av #221, Campbell, CA 95008
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