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Question
Hi Consuelo,
Our training division is looking into topics in Word 2007 to train our office and field auditors in. What areas of Word would you recommend that most of today's auditors need a greater concentration of training in?
Dear Jerry,
Thank you for contacting me and I apologize for the delay.
Since your focus will be into Word 2007 I am assuming that your auditors are very proficient in advanced Excel. Word is a very important part of the overall qualifications of every auditor.
Some of the aspects very relevant to the profession are:
o Rules for selecting records from a data source
o Using Microsoft Query to retrieve data from an external data source
o Insert information from a database or Excel spreadsheet into a Word document
o Interface with other Microsoft applications such as Access and Excel
o Document protection
o Mail merge
o Inserting tables into a Word document, etc.
Hope it helps.
I wish you the best with your training program.
Sincerely,
Consuelo Herrera, CAMS, CFE
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Consuelo Herrera, International Accountant and Fraud Examiner
Expertise
I can answer questions concerning internal and operational auditing, fraud prevention procedures, internal control, the Sarbanes-Oxley Act, COSO control concepts, and management oriented auditing. I would love to provide business-owners with suggestions on how to prevent and detect fraud so that they are proactive in protecting their wealth since the very beginning of their entrepreneurial affairs. I can answer questions to both English and Spanish population. I am very committed to keep my standards up today so I know many resources where I can direct those seeking advice.
Experience
I have rendered services for private companies, profit and non for profit, in two countries. As independent consultant I have provided advice to managers in implementing procedures that streamline their operations and enhance their activities. As a staff accountant in a US CPA firm, I performed regular auditing procedures for different engagements.
Organizations
AICPA (American Association of Certified Public Accountants), ACFE (Association of Certified Fraud Examiners), ACFEI (American College of Forensic Examiners.
Education/Credentials
Bachelors of Sciences in Business Administration – Accounting
University of South Florida USF – Tampa Florida
Catholic University – Colombia
Title earned: Specialist in Tax and Customs
Central Foundation University – Colombia
Title earned: Certified Public Accountant.
On August, 2006 I passed all four sections of the Certified Fraud Exam which tests for proficiency in the following areas: Criminology and Ethics, Financial Transactions, Legal Elements of Fraud, and Fraud Investigation.
Awards and Honors
As employee of Forensic Technology Inc. a Canadian company with locations and sites worldwide, I was the winner of the 2005 President's award in the category of Cost Savings through Efficiency or Innovation granted in January 2006 in Montreal, Canada.
Past/Present Clients
I have provided advice to all kind of companies: manufacturing, service, consulting, non for profit organizations, etc.
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