Effective Meetings with Management - October 2023

Internal Use Only

Types of Meetings During an Examination

Pre ‐ Scope / Intro

First Day Meeting

Fact ‐ Finding

Update Meeting

Internal Debrief

Exit Meeting

Board Meeting

Wrap ‐ up

8

Internal Use Only

Exam Discussions Overview

Questions and Conclusions in Exam Process Questions Conclusions

100%

0%

Pre ‐ exam Meeting

Exit Meeting

9