Leading Audit Projects & Managing Teams – May 2026

Description

$525 (per person) includes an online webinar for 8 hours of CPE credit

Looking to take your first audit leadership steps or want to solidify your current foundation? Learn the best practices and strategies to become a strong leader in this practical, 8-hour live workshop designed for government auditors transitioning from ‘doing the work’ to ‘leading others to do it.’

This course equips participants, whether leading for the first time or as an experienced manager, with the leadership, project management, and communication skills needed to deliver quality results on time through the audit cycle. The session blends short lectures, case scenarios, and interactive activities focused on real world challenges and common team issues that leaders can anticipate addressing, like bottlenecks, rework, conflicts, and performance gaps.

This course will shift your mindset from ‘being responsible for your own work’ to ‘leading people’ to complete audit assignments exceeding expectations. By the end of this course, participants will be better equipped to:

• Navigate challenges arising during the audit cycle
• Provide oversight to develop team members
• Manage stakeholder expectations and reduce rework
• Communicate with clarity to influence others
• Foster a collaborative team environment driving results

This powerful 8-hour webinar features Frank W. Jones, a governmental auditor, manager, and trainer from the Treasury Inspector General for Tax Administration with more than 35 years’ experience leading teams to execute complex audits of the Internal Revenue Service. Frank is an award-winning trainer for the Council of the Inspector General on Integrity and Efficiency (CIGIE) and routinely delivers engaging presentations at conferences for the audit community.

Learning objectives:

• Identify techniques to assign and delegate tasks to team members aligned with their skills and abilities or self-development goals
• Describe practical approaches to provide and respond to feedback
• Define clear roles, responsibilities, and expectations for audit team members
• Discuss the relationship between coaching and mentoring to motivate audit staff to reach full potential
• Identify steps and best practices to build trust
• Define key factors to improve communication and increase rapport with internal and external stakeholders
• Identify practical approaches for difficult conversations and mitigate conflict compromising audit timeliness and stakeholder confidence with audit results.
• Recognize behavioral and personality factors empowering team members to deliver at peak performance.

Program Level: Basic
Field of Study: Auditing (Governmental)
Who Should Attend: Government auditors currently serving or aspire to serve in a leadership or management capacity
Prerequisites: None
Advanced Preparation Required: None
Instructional Method: Webinar (Group Internet Based)
Class Size Limit: 40
CPE Credit Hours: 8

Date: May 19-20, 2026 (Tuesday-Wednesday)
Time: 12:00 p.m. – 4:00 p.m. Central

Webinar Leader:

Frank W. Jones, CIA

Frank Jones currently serves as a Management Analyst with the Treasury Inspector General for Tax Administration (TIGTA) in Atlanta, GA. Frank previously served as an Audit Manager in the Returns Processing and Account Service program and as an Audit Director in the Compliance and Enforcement Operations Program. His auditable areas included IRS’s Small Business/Self Employed and Wage and Investment Income Operating Divisions functional offices that include Examination, Collection, Criminal Investigation, Office of Professional Responsibility, Field Assistance, Electronic Tax Administration, Media and Publications, and Stakeholder, Partnership, Education and Communication. Frank is an auditing instructor for TIGTA and has served as a Council of Inspectors General on Integrity and Efficiency (CIGIE) adjunct instructor since 2009. In addition, Frank regularly presents at Institute of Internal Auditors, Association of Local Government Auditors and the Association of Government Auditors conferences.

Frank began his career with the IRS Inspection Service in 1989 and has been with TIGTA since its establishment in 1998. While with TIGTA, he has participated in several notable customer service reviews where Frank and his team have played the role of taxpayers and conducted anonymous visits to IRS Taxpayer Assistance Centers and Volunteer Income Tax Assistance sites. For this review, auditors evaluated IRS employees and volunteers’ ability to correctly answer tax law questions and prepare accurate tax returns. During the 2008 filing season, Frank expanded his efforts and his team conducted anonymous visits to unenrolled commercial tax return preparation companies. The results from these reviews were instrumental in the IRS establishing the Taxpayer Assistance Blueprint and Paid Preparer Strategy.

Frank has received CIGIE awards for innovative customer service performance audits, the inaugural Adjunct Instructor Training Award of Excellence (2016) and the Barry R. Snyder Joint Award of Excellence (2024) for his contribution helping redesign the Introductory Auditor Course.   Frank is a mentor with more than 35 years of auditing experience. The unique blend of high energy and positive outlook on life makes his presentations motivational, leaving class participants excited and enthusiastic about the auditing profession. His educational mission is to inspire all students to go from being good to great auditors.

Frank has a BA in Accounting and Finance from Loyola University in New Orleans, Louisiana, and is a Certified Internal Auditor. Frank lives in Stone Mountain, GA with his wife Lori. In his free time, Frank enjoys coaching basketball, reading, playing on-line chess, fantasy football, and spending time with his family.

Questions? You can find our FAQ here and our policies here.

To see a breakdown of how many polls and minutes of attendance are required for this webinar, see this page.