Engagement
Period-End Findings Walkthrough
A facilitated session that walks management through draft findings before they enter the board summary language.
Who it is for
Controllers and internal audit contacts clearing findings with management.
Result
Agreed wording and ownership for each material finding prior to board circulation.
Provider
Engagement lead facilitating with management and finance.
Included
- Facilitated findings session (remote or on-site)
- Agreed wording sheet for each material item
- Owner and due-date capture for residual actions
Outside this engagement
- Remediation project management after the sitting
How the work moves
- Share draft findings list
- Conduct the walkthrough session
- Issue the agreed wording sheet
Timing, delivery, and preparation
Duration: Half-day session plus one day of write-up.
Delivery: On-site in Caotun Township or client offices, or remote video.
Preparation: Circulate draft findings 48 hours before the session.
Constraints: Requires decision-makers present; proxies slow agreement.
Fees: Day rate for the session plus a fixed write-up fee.
Schedule a walkthrough