Consistent, Confidential, Community for CAEs Like You!

Do you want to be alone and isolated by yourself and risk burn out, or join a community of like-minded, successful CAEs who have your back with less stress?

Do you have the courage and commitment in your executive leadership development to join a confidential community of high performing Chief Audit Executives just like you?

Being a member is like getting Career InsuranceTM for when those unexpected challenges every executive experiences come your way!

 

It only takes a few minutes to schedule your call and find out if the CAE Forum is right for you.

SCHEDULE YOUR CALL TO GET STARTED DISMISS MESSAGE

The CAE Forum is exactly right for you if:

  • You are the Chief Audit Executive of your organization, have been a CAE, or directly report to the CAE of a large organization.
  • You are a new CAE or will move into a CAE role in the near future.
  • You are willing and able to invest time and money in yourself and your career.
  • You are willing to share, and learn from others.
  • You have high integrity and are willing to maintain group confidentiality.
  • You want to join a stable, confidential, consistent community of like minded CAEs and have access to confidential advisors and executive coaches to help supercharge your career.
SCHEDULE YOUR CALL TO GET STARTED!

Your Job Will Be So Much Less Stressful When You Get Access to These Career Boosting Resources.

Monthly Group Calls With Other CAEs.

Participate in monthly group video calls with other like-minded CAEs from all over the world. This means you'll be able to get qualified advice based on your specific situation and learn from what others are doing. You'll feel more confident walking into board and executive meetings.

A Community Of Like-Minded CAEs.

When you send an email, or pick up the phone you actually get a response from your friends, peers, and coaches. This means you'll be one of the most connected people in the industry, with direct access and support from top CAEs.

One-on-One Executive Coaching.

You can pick up the phone and have a conversation directly with experts in Internal Audit, Risk Management, Compliance and Executive Coaches in between the group calls. This means you have resources on retainer so you can work on whatever you or your team need confidentially. 

A Virtual Community That Supports You All Year.

The CAE ForumTM is a virtual community that supports you all year and doesn't require travel. That means you don't have to be away from your family, or deal with the uncertainty, hassle and cost of travel.

AND, When You Schedule Your Call Today You Will Also Receive These Additional Bonuses Worth Over $5,000

Complimentary Access to the Briefing Leadership ProgramTM 

Enjoy access to the ONLY executive leadership program designed specifically for for leaders using Intuitive Leadership, Neural Influence, and Mental Mastery skills. You will have access to weekly content and exercises to up-level your career as long as you are a member of the CAE ForumTM.

Save 50% on the Certified Chief Audit Executive (cCAE) Professional Certification

The ONLY self-study, on-demand, internationally recognized certification program for Chief Audit Executives. Step-by-step help and resource for how to set up and run a world-class, successful internal audit group.

Proving Internal Audit Value to Management Mini-Course 

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 have to reduce your budget, being the one not getting the resources you need, being called things like the "cops," and worse yet being outsources or replaced. 

Delegation and Productivity Mini-Course 

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.

CPE Certificates 

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). In fact, your investment in the CAE ForumTM is less than you would spend getting 20 hours of CPE from seminars or conferences.

Additional One-on-One Coaching

When you book your call now, you also receive an additional 1-hour one-on-one coaching session to jumpstart your transformation.

25% Discount at cRisk Academy

Both you and your whole team can save 25% of all courses through the cRisk Academy video on-demand learning platform. With hundreds of courses and certifications available related to internal audit, risk management, and compliance your team is sure to find exactly what they need, without the need for travel, and the convenience of taking the courses any time, any where, on any device.

SCHEDULE YOUR CALL TO GET STARTED!

Not quite sure yet? Need more information? Keep on reading ...

Being a Chief Audit Executive (CAE) is a tough job, and here you are probably navigating some challenging waters fraught with countless difficult conversations, right?

You are a leader, manager, collaborator, facilitator, mentor, role model, ethical stalwart, risk management expert, resident skeptic, motivator, counselor, technical audit professional, … yes, the list is countless. And, oh by the way, throw in some organizational politics, executive egos and board dynamics … Wow!!!

"I don't think any of my colleagues understand just how difficult this job really is." - CAE Forum Member

Welcome to one of the hardest (yet potentially most rewarding and impactful) jobs in any organization – The Chief Audit Executive!

If you are like most CAEs, you are constantly juggling and, truth be told, often struggling with many executive-level challenges, and many of your challenges are unique to internal audit leadership.

Are you:

  • Navigating your complex dual reporting relationship
  • Trying to anticipate the ever-changing risk environment
  • Managing a team of high-functioning, bright professionals
  • Wrestling with third parties and co-source partners
  • Navigating corporate politics with other executives or your board
  • Struggling with having sufficient budget and maximizing your resources
  • Taking the lead in coordinating and collaborating with other risk professionals
  • Striving to elevate the status and stature of internal audit
  • Implementing new technologies
  • Investing in your own professional development

Of course you are ... and the list goes on, and on, and on ...

Your job is really challenging, and without support it can be a relatively lonely place to be, unless you belong to a supportive community ... and your "network" and roundtables are not community.

I totally get it. Every CAE I speak with expresses similar optimism about the opportunity, and similar stress and frustrations with the many challenges. Many times, CAEs just need someone to work out issues with in confidence. I’ve been in your shoes and struggled with the same challenges. Now, I talk with, help, and coach countless CAEs month in and month out.

"I love this group and the people we've pulled together. I love that there's stability and continuity to it, so that I feel comfortable opening up and sharing with others." - CAE Forum Member

What has helped these CAEs, especially as we are in a more remote working environment, is making sure they get the advice, counsel and support from both a network of peers of like-minded CAEs, and also have an executive coach to help navigate these treacherous waters and their specific situation.

But where do you turn to so that you can have access to these priceless resources – CONFIDENTIALLY?

"There isn't anyone else in my organization I can turn to when I need help. If I did my peers will think I'm weak and don't know what I'm talking about. I can't even talk to my friends and family because they don't understand what I'm going through. The stress and pressure can be a lot to take sometimes. I'm so glad I found like minded peers in this group. It's exactly what I've been looking for." CAE Forum Member

The good thing ... there is an answer to these dilemmas, and the choice is up to you on whether you want some help. The CAE ForumTM is helping more and more CAEs be the successful executives they deserve to be.

AND ... it's way more fun to work through with friends and coaches than it is to do it all by yourself, right!

Do you want to keep struggling by yourself, or would you rather have the help of a supportive community of like-minded CAEs??

You already understand the benefits of having health insurance when those unexpected things come along, but do you have career insurance??

For a Chief Audit Executive belonging to the CAE Forum is like having career insurance for those tough challenges every CAE eventually experiences, and at less than $15/day it's much more affordable than health insurance.

"I like hearing the different perspectives and issues others are dealing with. It helps me understand better what is going on in my world and see things with different eyes." - CAE Forum Member

If this resonates with you, schedule your call and then keep on reading…

You are very good at what you do, or you wouldn't be a CAE, but it takes more than everything you’ve learned up to this point to be a successful Chief Audit Executive

It takes more than technical skills to lead an Internal Audit Function.

It takes more than being called an Executive to have Executive Presence.

“The most vexing and challenging issues about being a CAE are usually more about the ‘Executive’ part of the title and less about the ‘Audit’ part of the title.” - CAE Forum Member

If you aren't getting the results you want, the root cause is usually not effectively managing five things really well simultaneously --- (yes, simultaneously!)

  • managing up (your bosses and fellow executives)
  • managing across (your peers and other leaders in the organization)
  • managing down (your staff)
  • managing external partners (service providers, co-sourcers, regulators)
  • managing yourself (investing in your self-development)

It's like the circus act of spinning plates. If you don't keep all the plates spinning, then they all start to crash down – one right after the other.

"Things are fine until they are not, and that's when I needed help. I found the help I needed in the CAE Forum community." - CAE Forum Member

The problem is ... the traditional path to CAE doesn't fully prepare you for being the executive plate spinner.

There are plenty of Executive Development Programs, some are great, some good, and too many that are not so good. There are plenty of CAE roundtables, some are great but many are not so good ... and none of these offers the sense of community, confidentiality and executive coaching to help you effectively manage all five areas simultaneously.

"I enjoy bouncing ideas around with others in the group. I appreciate you reaching out from time to time for individual calls between the group calls." - CAE Forum Member

AND there are no executive development programs specifically designed for, and leverage deep knowledge of, the unique role of CAEs.

Until NOW.

“During the pandemic, and the extensive length of the non-optional work from home ‘experiment’, having other CAEs to talk with about common problems has been a lifesaver. Roundtables are all good and fine, but that is not all a CAE needs to exchange ideas and solve problems in a confidential setting.” - CAE Forum Member

That is what The CAE ForumTM is all about. Helping CAEs solve their most pressing dilemmas, be better executives, exude executive presence, and join a community of like-minded peers in a safe, confidential, and mutually supportive environment.

“I have met and gotten to know some CAEs in this program solely via recurring Zoom calls yet feel like I can contact any of them for a confidential chat. That has been priceless.” - CAE Forum Member

Membership in the Forum is not for everyone, and not everyone who applies can join. It is an exclusive community of CAEs. But, it just may be exactly what you are looking for.

I'm sure you already see how you having access to these valuable resources will take your career to the next level, right?

Most executive programs require a $20,000+ annual investment, but not the CAE ForumTM

 

For the cost of attending one conference or seminar, you can get support from peers and executive coaches for the whole year.

You already understand the benefits of having health insurance when those unexpected things come along, but do you have career insurance for when unexpected this come along in your career??

For a Chief Audit Executive belonging to the CAE Forum is like having career insurance for those tough challenges every CAE eventually experiences, and it's much more affordable than health insurance.

So now you've got a decision to make. 

Are you ready to take action and get different results by joining a supportive, confidential community with executive coaching?
or
Do you want to keep doing it by yourself and stay stuck where you are?
The choice is up to you.
It only takes a minute to schedule a call, and when you do you will start getting the support you deserve and realize you are not in this alone. There is a whole community of like-minded peers here to support you.
SCHEDULE YOUR CALL TO GET STARTED!

Who is facilitating the CAE Forum?

Hi, I'm Jason Mefford.

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, peak performance, executive coaching and relationship and communication 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 for years by some of the top coaches in the world. I've studied psychology, peak performance, influence, intuitive leadership, and neurobiology for decades and understand what it takes to help people transform their lives and careers and get them to the next level.

But more importantly, I have been in your shoes as a CAE, so I understand exactly the opportunities and challenges you face. I have collected a team of world-class expert coaches that makes the CAE ForumTM the only program like this in the world, and I'm here to serve you.

"Jason is a remarkable guy! He is one of the top trainers and coaches in the business today."

Brian Tracy

"I have come to learn how skilled Jason Mefford is at the psychology behind being a successful Chief Audit Executive, and how he imparts this knowledge by helping others work through some of their most challenging situations in a supporting, coaching and elevating way."

Hal Garyn

"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."

AJ MacQuarrie

"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."

Kelly Paxton

"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."

Cheri Hotman

"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!"

Theresa Cantley

"Jason is a Jedi Master!"

Jerome Wade

So, if what you hear is music to your ears, I look forward to our call and having you join the CAE ForumTM.

When you schedule your call you will start to feel more confident and you will know how much value you get by joining a supportive community.

If you have any questions, check out the FAQs below, and schedule your call today so you can get started.

I'm excited to start helping you!

Jason Mefford
 
SCHEDULE YOUR CALL TO GET STARTED!

FAQ's

You book a call with me and submit a brief application.

I 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 ForumTM, we  discuss the details for completing your membership, collect your payment, and get you on-boarded into the group.

To maintain the integrity of the group, each person must go through a brief call 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  scheduling 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.

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. And whether your organization supports you, or you decide to pay for your membership personally, it's at a level any CAE can afford financially, and you can't afford to be without it.

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 executive coaching. 

Of course you can pay personally for membership in the CAE Forum, many members do just that. After all, this is an investment in YOU and you will see the personal and professional benefits through your participation.

Of course you wouldn't allow the lack of support from your organization to hold you back in your personal and professional growth, right?

You have the option to pay quarterly 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 for years.

Absolutely. In fact, joining the CAE Forum is risk-free. Simply join, go through the program for the first year, do the work and you will see the results. If you follow the program and don't get results, I will give you back your investment.

** restrictions apply

Schedule your call and you can ask any additional questions during our call. 

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