You want to elevate the status of internal audit in your organization.
You feel like a trusted advisor, but the executives in your organization don't always treat you that way.
You struggle getting budget and support, and find yourself often without sufficient resources.
Things are going pretty well, but you'd like to take your career to the next level and aren't quite sure how to do it.
Being a CAE in a medium to large organization can be really challenging, but also very rewarding.
I totally get it.
Every single day you're having conversations with executives who don't fully understand what internal audit does, and the value you bring to your organization.
Your networking opportunities have decreased. You don't belong to a community of other like-minded CAEs, so have nobody you can reach out to for questions and to bounce ideas around.
You are not alone in having these thoughts, since I hear these same things from most CAEs I work with.
The good thing ... all of these can be overcome easily.
AND ... it's way more fun to work through with friends and coaches than it is to do it all by yourself!
If this resonates with you then keep on reading…
Time Left to Book Your Call This Open Enrollment Period:
If you aren't getting the results you want, the root cause is usually not effectively managing stakeholders, self, or staff. It's like juggling three glass balls in the air. If you don't manage all three well, one will come crashing down.
Problem is ... the traditional path to CAE doesn't train or prepare you for being an executive juggler.
These are three forces we focus on in the CAE Forum.TM Mastering these three helps you elevate your team and your career.
I'm confident that your participation in the CAE ForumTM will lead to ideas worth $100,000+ to your organization, so that you are seen as a trusted advisor. If you don't get those results by the end of the year, I will refund your entire investment. This makes investing in the CAE Forum a risk-free decision.
Attend the 1 1/2 day premier summit of top Chief Audit Executives from around the world, complimentary. Educational and roundtable sessions from world-class experts and thought leaders.
Prove the value of internal audit to executive management and the board. You will never be viewed as a cost center again. Avoid being the first to be outsourced or have your budget slashed.
Enhance your delegation and productivity skills to get back 20% of your time each week. Get the most out of yourself and your team without feeling burned out and over worked.
Earn continuing professional education (CPE) credit hours for the time you participate in the CAE Forum without the hassle of travel or being away from your family (up to 20 hours each year).
When you book your call now, you also receive an additional 1-hour one-on-one coaching session with Jason Mefford to jumpstart your transformation
I've spent years coaching and training CAEs and professionals in internal audit, risk management, and compliance all over the world. I have a lot of degrees and TLAs behind my name, have written and developed models, frameworks, thought leadership content, multiple professional certifications, and books. I've got street credibility on the technical-skills side, and decades of research and training in psychology, executive coaching and soft-skills.
In my career, I was a manager at Arthur Andersen and KPMG, a CAE at two organizations (where I was also Chief Risk Officer, Chief Ethics & Compliance Officer, and responsible for information security).
One thing that makes me different ... I'm also an executive coach that has been coached and trained by the likes of: Brian Tracy, Jack Canfield, and Jim Fortin. I've studied psychology, peak performance, and neurobiology for decades and understand what it takes to help people transform their lives and careers.
But more importantly, I have been in your shoes as a CAE.
"I have used many coaches and mentors over the years. The ideas and value I received in one call with Jason, was worth more than all of the other coaches and mentors I have used combined."
"Jason has always been there for me to bounce ideas off, provide encouragement, and accountability. I'm so glad to have him as a peer and a friend. Jason is highly regarded in the internal audit community. He works hard to stay cutting edge, practical and full of relevant content."
"Jason is good for the heart and soul and I am so very grateful to have connected with him. He helps people to shine! He is my trusted advisor!"
"Jason has a base of technical expertise, as well as professional expertise, upon which to draw that has helped me several times unpack the chaos in my own head as to which way to take my business. He’s offered his skillset, encouragement, and challenge to keep me moving in making strategic decisions and setting direction/ steps. I met Jason years ago for training, and he’s been a valued and trusted resource in my professional life ever since then."
"Jason is a Jedi Master!"
You submit a brief application and book a call with me.
I will review your application before the call to get to know you better and make our time together more efficient.
We have the call.
If we both believe you are a good fit, and you want to join the CAE Forum, I collect a deposit so you can get started right away. We will discuss the details for completing your membership and get you on-boarded into the group.
I use an application process to get to know you better before our call, and ensure we have high-quality individuals in the group.
To maintain the integrity of the group, each person must go through an interview before joining the CAE Forum.
During the call we get to know each other better so I can understand if you would be a good fit for the group.
Just like you wouldn't hire someone for your team without interviewing them, I do the same for the CAE Forum.
You are under no obligation to join by booking a call.
I only want people who are committed, a good fit, and want to join the group.
If you don't think you're a good fit, then it is in everyone's best interest that you don't join.
I'm so confident that your participation in the CAE Forum will lead to ideas worth $100,000+ to your organization, that if you don't get those results by the end of the year, I will refund your entire investment. This makes investing in the CAE Forum a risk-free decision.
Yes. Anything of value requires a time and money investment, but that is exactly what it is ... an investment in YOU and your team.
For the cost of attending one conference or seminar, you can get support from peers and executive coaches for the whole year in the CAE ForumTM
Yes. Participating in the CAE Forum will earn you up to 20 hours of CPE per year.
Yes. This is an investment in you, and in-directly your team, to add more value to your organization.
Your training or professional services budgets are designed for exactly this sort of investment. In fact, as part of the CAE Forum you can receive CPE certificates each year.
Most executives in organizations participate in similar groups or coaching.
You still have the option to pay personally for membership in the CAE Forum. This is an investment in YOU and you will see the personal and professional benefits through your participation.
If your company is hesitant to pay, we can discuss ways on our call for how you can show the return-on-investment of the program and the $100,000 guarantee to help you get company support.
You have the option to pay monthly or annually using a credit card, or company purchasing card.
If you need to pay using an invoice and your company's accounts payable processes you will be invoiced for the annual amount.
We will go over all the details at the end of our call so you can select the option that is exactly right for you.
No worries. I know you have a busy schedule and may not be able to make each group call, which is why all of the calls are recorded and available for you to view when you have time. You can submit questions and topics before the call when you register and if you aren't able to attend, we'll still try to get your questions answered so you can hear them on the recording.
You have unlimited access to the CAE Forum for as long as you are a member. You are committing to a minimum 12 months, but can continue to renew and be a part of the CAE Forum for years.
In fact, the CAEs who get the most benefit are the ones who stick around.
You can ask any additional questions during our call.
I'm confident that your participation in the CAE ForumTM will lead to ideas worth $100,000+ to your organization, so that you are seen as a trusted advisor.
If you don't get those results by the end of the year, I will refund your entire investment. This makes investing in the CAE ForumTM a risk-free decision.
There's no obligation to book a call, so you've got nothing to lose.