The Audit Podcast

This week on The Audit Podcast, we're joined by Nancy Yuen, Financial Data and VP of SOX Governance at SoFi. In this episode, Nancy shares how emotional intelligence has been a driving force behind her career success—from her early days at KPMG to leadership roles at Clorox, Google, and now SoFi. Nancy realized she needed to intentionally build her emotional intelligence in order to thrive professionally. She opens up about that journey, how developing strong communication skills transformed her leadership style, and offers practical strategies others can apply in their own careers. Be sure to connect with Nancy on LinkedIn. Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel. Timecodes: 3:10 - Strategies for Supporting an Overextended Team 8:22 - Nancy's Journey to Finding Emotional intelligence 21:19 - Acting Classes for Auditors 28:50 – Letting Go of Ego to Build a Stronger Team 33:30 - Final thoughts * This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week on The Audit Podcast, we're joined by Chris Denver, former CAE and IIA Chicago President. In this episode, Chris walks us through the forward-looking staffing model he's developed—one that balances internal talent with digital tools and trusted external partners to create a more flexible, future-ready audit function. He shares how this hybrid approach not only drives efficiency but also helps his team stay responsive in a constantly changing business environment. Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel. Timecodes: 2:40 – Using LLMs for Creativity and Innovation 5:00 – Rethinking the Traditional Audit Staffing Pyramid 11:20 – Why Automation Is Essential to the Evolving Audit Process 16:40 – Putting the New Internal Audit Model into Practice 19:30 – Preparing Future Auditors 23:03 – Final Thoughts * This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week on The Audit Podcast, we've gathered the best moments from our conversations with Agentic AI experts—featuring standout insights from Charles King, John Thompson, and Andrew Clark. AI Agent Governance: A Field Guide Be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel. Timecodes: 4:46- Charles King: Understanding the Fundamentals of Agentic AI 7:52 - John Thompson: Using Agents to Help Auditors Focus on What Matters Most 11:28 - Andrew Clark: Challenging the Conventional Thinking on Agentic AI 19:06 - Trent Russell: How Audits Fit Into the World of Agentic AI * This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week on The Audit Podcast, we're joined by Rob Clark Jr., Chief Auditing and Compliance Officer at Howard University. In this episode, Rob breaks down the one skill that separates good auditors from great ones: communication. He pulls back the curtain on how he preps, practices, and performs, whether it's a team meeting, a presentation, or a high-stakes conversation. Be sure to connect with Rob on LinkedIn. Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel. Timecodes: 5:00 – Using ChatGPT to Learn About Cybersecurity 9:20 – Why Communication Skills Matter More Than Technical Know-How 15:30 – A Practical Approach to Building Confidence in Meetings 23:29 – How to Recover When a Presentation Doesn't Land 25:51 – Getting Started with Public Speaking 32:17 – How to Strengthen Your Presentation Skills 43:33 – Key Conversations Throughout the Audit Lifecycle 50:53 - Final Thoughts * This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week on The Audit Podcast, we're joined by Mark Freeman, Head of Internal Audit at Vermeer Corporation. In this episode, Mark shares insights from a recent CAE roundtable, where recruitment, audit committee metrics, and Copilot use cases topped the agenda. He also walks us through how he rebuilt internal audit's reputation at Vermeer after stepping into a challenging environment. Plus, he gives us a look at the actual metrics he shares with his audit committee—offering a practical starting point for your own reporting conversations. Be sure to connect with Mark on LinkedIn. Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel. Timecodes: 3:03 - Timeless Advice from Charlie Munger 7:15 - Rethinking Recruitment and Talent in Audit 12:10 - Unlocking the Full Value of Internal Audit 15:20 - Reframing the Image of Internal Audit 21:50 - Why Metrics Matter 27:58 - Must-Reads for Audit Professionals 31:30 - Implementing Copilot: AI in Action 39:15 - Final Thoughts * This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week on The Audit Podcast, we're joined by Taylor Meadows, Founder and CEO of Change Captain. In this episode, Taylor shares his journey from manually managing IT change controls to founding Change Captain, a software solution that streamlines change management and R&D tax credit processes. We touch on organizations handle code changes, the risks involved, and how automation is revolutionizing compliance. Be sure to connect with Taylor on LinkedIn. Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel. Timecodes: 3:50 - Advancing Learning with AI 6:26 - Navigating Change Management in IT 10:19 - The Origin Story of CrowdStrike 11:52 - Understanding System Limitations 15:56 - Handling Emergency Changes Effectively 17:07 - Data-Driven Decision Making 19:00 - Exploring R&D Tax Credits 21:52 - Final Thoughts * This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

We've tested Notebook LM again, an AI tool that transforms written articles into podcast episodes using artificially generated voices. This time, we used an article by Monica Royal, founder of Nerd Nourishment. Monica attended the Mini Spring Audit Analytics and AI Conference and shared her key takeaways in a LinkedIn article. We uploaded her piece to Notebook LM, and the result is an unedited, AI-generated podcast episode. Be sure to read Monica's article and to connect with her on LinkedIn. Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel. Timecodes: 2:04 - The Fast-Paced Evolution of Data in AI and Analytics 3:22 - Audit Analytics Strategy and Role Structuring 5:21 - Using Data to Keep Sewer Compliance Flowing 7:14 - Harnessing Copilot for Speed & Efficiency 9:42 - Managing Innovation and AI 11:15 - Making an Agent is Easier * This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week on The Audit Podcast, we're joined by we're joined by David Hill, Managing Director of HillAudit Training Ltd. In this episode, David challenges the idea that stability equals security and internal audit. He explores how budget cuts, resistance to change, and outdated processes can lead to disengagement—hurting recruitment, retention, and audit effectiveness. He also shares strategies to combat stagnation, from fostering innovation to leveraging AI and analytics for efficiency. Be sure to connect with David on LinkedIn. Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel. Timecodes: 2:40 - Shaking Up Complacency 9:17 - The One-Day Audit 12:57 - How Well do CAEs Know Their Budget 17:52 - How to Secure More Budget for Your Audit Goals 22:53 - How to Overcome Pushback 24:48 - Why Auditors Need Sales Skills 27:14 - Final thoughts * This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week on The Audit Podcast, we're joined by Andrew Clark, Co-Founder and CTO of Monitaur. In this episode, Andrew shares his unique perspective on agentic AI, challenging common assumptions about what AI agents actually are. He explores the marketing problem with AI and agents, why agents might not be what we think, and the governance challenges that come with them. Be sure to connect with Andrew on LinkedIn. Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel. Timecodes: 5:22 – ChatGPT: Jack of All Trades, Master of None? 7:00 – Picking the Right Language Model 11:33 – What the Future Holds for AGI 16:15 – What AI Agents Are Really About 19:52 – The Marketing Issue with AI and Its Agents 25:06 – The Trouble with AI Agents 31:23 – How to Regulate AI and Its Agents 42:45 - Final thoughts * This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.

This week on The Audit Podcast, we're joined by Ishan Kunkur, Digital Analytics Program Manager at Delta Air Lines. In this episode, Ishan shares how his team has embedded analytics into the audit process—from upskilling auditors with Power Query and Power BI training to automating SOX control testing, saving 360 hours annually. He explains how they evolved from performing analytics for audits to enabling auditors with data-driven tools, ultimately expanding into SOX automation and GRC dashboarding. Additionally, we dive into the intersection of AI and blockchain, discussing how blockchain's immutable ledger can enhance AI models by ensuring data integrity. Ishan also shares his perspective on career growth in an AI-driven world, emphasizing adaptability and continuous learning. Be sure to connect with Ishan on LinkedIn. Also, be sure to follow us on our new social media accounts on LinkedIn, Instagram, and TikTok. Also be sure to sign up for The Audit Podcast newsletter and to check the full video interview on The Audit Podcast YouTube channel. Timecodes: 3:48 - Using ChatGPT for Idea Generation 9:06 - Integrating Analytics into the Audit Process 16:12 - Navigating the Analytics Journey 22:04 - The Impact of Data Literacy 27:41 - Animated Insights on SOX 30:19 - Blockchain Trends in 2025 35:52 - Final Thoughts * This podcast is brought to you by Greenskies Analytics, the services firm that helps auditors leap-frog up the analytics maturity model. Their approach for launching audit analytics programs with a series of proven quick-win analytics will guarantee the results worthy of the analytics hype. Whether your audit team needs a data strategy, methodology, governance, literacy, or anything else related to audit and analytics, schedule time with Greenskies Analytics.