Houston IIA March 2019 Luncheon and Seminar
Event Details

Houston IIA March 2019 Luncheon/Seminar
March 4, 2019

Registration: 11:15 am - 11:30 am
Lunch: 11:30 am - 12:00 pm
Lunch Presentation: 12:00 pm - 1:00 pm

Registration: 11:15 am - 11:30 am
Lunch: 11:30 am - 12:00 pm
Lunch Presentation: 12:00 pm - 1:00 pm
Break: 1:00 pm – 1:20 pm
Seminar: 1:20 pm – 4:00 pm

Petroleum Club of Houston
1201 Louisiana 35th Floor
Houston, TX 77002


Event Description


Topic:  The Constant Client – Building Relationships You Can’t Afford to Lose

When relationships are strong, internal clients rarely let any detail get in the way of becoming their trusted advisor. But when the relationship is weak, any detail or roadblock can (and will) get in the way.

Developing great internal client relationships doesn’t require magic, chemistry or luck... it requires knowledge, commitment and a process. Your team will learn proven ideas for developing trust and creating loyalty that lasts a lifetime!

Learning Objectives:

Session participants will learn:

  • A simple three step process for building better relationships
  • Tips for creating more success with people - even the ones you just don't like!
  • How to focus more on being interested, and worry less about being interesting
  • New ways to stand out and become someone who is memorable
  • Six principles for taking existing relationships from good to great

Experience level: Basic

Prerequisites: None

CPE Credit(s): 1 hour

SEMINAR (2.5 CPE hours)

Topic: Stop Pitching and Start Solving – Helping Internal Clients Discover What They Really Want

Your internal audit team already has a number of “sales questions” they like to ask internal clients during a meeting to sell your assurance or advisory services. Maybe you recognize a few of these:

”How can we help you”

“When is a good time for us to come audit you?”

“Who is involved in the decision-making process?”

“What keeps you up at night?” (my all-time favorite – NOT!)

Your internal audit team may benefit by asking these types of questions that appear to be helpful, but your internal client gains little and they can see thru it! These meetings typically end with the client saying “Why don’t you send me some info, let me think about it, and then I can get back to you?”
Stop Pitching, Start Solving teaches you exactly what it takes to craft questions that ignite emotions, discover motivations and get internal clients to act.

Learning Objectives:

Here is a sample of what you will discover during this fun and interactive workshop:

  • The #1 obstacle to asking great questions and how to eliminate it
  • How to ask hard questions in an easy way
  • Practical tips for learning how to ask thought-provoking (not mind-numbing) questions
  • How to beat a “hopeium” addiction by learning to go-for-no or not right now!

Experience level: Basic/Intermediate

Prerequisites: None

CPE Credit(s): 2.5 hours