The IIA Facilitator Training
Program
Onboarding Guide
Presented by:
The IIA Training Team
2025
Welcome to The IIA Faculty Training Program!
As a new member of the IIA Faculty Training Program, you arejoining a group of dedicated professionals who are passionateaudit designed to support your seamless transition into the program,outline key expectations, and provide important resources to ensurefacilitating sessions, we are here to support you every step of the way. We’reexcited to collaborate with you in creating a dynamic and impactfullearning experience for all participants!
about
advancing
the
internal
profession.
This
guide
is
your
success.
Whether
you’re
in-person
or
virtual
We're excited to have you on board!
Agenda
In the next sections, we’ll walk through the key areas ofthe IIA Faculty Training Program. This overview will guideyou through the essential topics, from understanding theprogram goals and benefits to getting familiar with youronboarding process and course materials. Let’s take alook at what we’ll cover today!
Overview
About the Program& Benefits
Onboarding Process
Course Materials & Preparation
Contact Information &
FAQs
Program
Goals
Deliver content alignedwith IIA professional
The IIA Facilitator Program is designed tobring experienced Internal Auditpractitioners together with IIA coursematerials, ensuring a valuable learningexperience for members and
standardsIntegrate real-worldexamples into training
sessions.Leverage subject matterexpertise to enhance
nonmembers.
learning.Provide participants withrelevant industryknowledge and best
practices.
Training
FLEXIBLEDELIVERY
Benefits
The IIA Faculty Training Program offers a range of valuablebenefits designed to enhance your professional developmentand support your growth as a facilitator. Whether you'redelivering in-person or online courses, you’ll gain flexibility,earn NASBA-approved CPE credits, and expand your networkwith industry peers. Additionally, facilitators are compensatedcompetitively for their contributions, providing an opportunityto make a meaningful impact on the internal audit profession
Networking
NASBA-approvedCPE credits
ProfessionalGrowth
while advancing your career.
Compensationfor deliveries
Meet Your IIA Support Team
Sonia Rosario
As your Faculty Experience Specialist, Sonia will be yourdedicated point of contact, providing comprehensivesupport throughout your faculty journey. She will assistyou in navigating key areas of faculty engagement,ensuring that your experience is smooth and efficient.Specifically, Sonia will guide you with:
Faculty Portal Assistance
Assignment & SchedulingCoordination
Course Material Requests &Support
Expense SubmissionGuidance
Meet Your IIASupport Team
Iyana Daley
Sr. Specialist, Virtual LearningExperience
Our IIA support team is dedicated to ensuring youhave the resources and assistance needed for asmooth and successful experience as a facilitator.Each team member plays a key role in supportingyour training, from faculty coordination totechnical guidance, helping you deliver anengaging learning experience.
Brittany Krapf
Sr. Manager, Learning &Operations
Your IIA Producer
Our producers play a crucial role in ensuring seamlessespecially online learning environment, and engaging and on track. With their technical expertise,delivering your content while theyhandle the logistics of the virtual classroom.
course manage the platform
delivery,
for
virtual
sessions. assist withsession
They
Michelle McNeal
navigation,
help
keep
the
Technical Producer
you can focus on
Michlle.McNeal@theiia.org
Overview of ExternalIIA Producers
Selection Criteria:
Producers are selected based on their extensiveexperience with online learning platforms, primarily
CVENT.
Role & Expertise:
Producers specialize in managing and facilitatingthe online learning environment. They ensuresmooth course delivery, assist with engagementtools, and help maintain participant interaction
throughout the session.
Important Distinction:
Producers are not IT professionals. For technicalissues related to your computer, internet, orbandwidth, please contact your organization’s IT
department.
Producer Assignment& Contact Process
Producer Assignment & Contact:
Once your course is confirmed, a producer will beassigned to support the delivery. The producer’scontact details will be included in yourconfirmation message. If multiple producers areassigned, their details will be provided along withthe specific dates they will be involved.
Producer Timeline:
Your producer will reach out within one week of thecourse going live. If you don't hear from them, usethe contact information in the confirmationmessage. Producers will also follow up within 24hours of receiving your fileshare materials toensure everything is in place for your session.
Program
Logistics Overview
Personal Dashboard: View andtrack your upcoming courses,materials, and deadlines.
Plan02
The IIA Facilitator Portal is the central hub for all faculty,providing access to the latest updates, resources, andpersonalized dashboards. Upon confirmation of youractive status as an IIA Faculty member, you will receivean email invitation to join the portal.
Resources & Documents:Access course materials, facultyguidelines, and feedback forms.
Leader Credits Request: Easilysubmit requests to use available
Leader Credits
Notifications: Receive updateson new resources, documents,and course assignments.
The IIA Facilitator Portal Link
Scheduling
Overview
Volunteering: Faculty membersare expected to volunteer for atleast one course per year tomaintain their active status.
The scheduling process for bothonline and in-person coursesoccurs annually. The IIA FacilitatorPortal will be the main platform formanaging course assignmentsand confirming availability.
Pairing: New faculty or thosenew to a specific course maybe paired with experiencedfacilitators to ensure effectivecourse delivery.
Once you’re scheduled, the portalwill provide all relevant coursedetails, including participantnumbers, course materials, andreminders about upcomingdeadlines. The goal is to make theprocess as seamless as possiblefor both faculty and the support
Annual Call for Preferences:Faculty will receive a requestto submit preferences foravailable courses through theFacilitator Portal.
team.
Course
Confirmation Details
Number of participants (subject
to change)
Once your course is confirmed, all the essentialdetails will be delivered through the FacilitatorPortal. This ensures you have everything you needto prepare and facilitate the session smoothly. Theconfirmation message will include the following
Producer’s contact information
Electronic course materials
information:
Event-specific expectations (forprivate events, in-person ILT)
Important reminders/Expensesubmission link
Training Materials
and Resources
The course materials are essential for your preparation and delivery.You will receive electronic access to all necessary documents via aconfirmation download and review the materials promptly to ensure you have themost up-to-date versions. These materials are provided to help youdeliver a smooth and successful training session.
fileshare
link
in
your
message.
It’s
important
to
Delivery Method: Materials provided electronically via a
fileshare link.
Access Requirement: Password required to access the
content.
Review Instructions: Ensure you have the most currentversions, as updates may occur for quality enhancement.
Download Reminder: Download the materials promptly; the
link expires within 3 weeks.
Your Guide to Confident Course Delivery
How to effectively use the Facilitator Guide and supplemental resources
Maximizing Your Course Materials
Presented by Jessica Mahoney, Director, Learning Content Development (MC&L)
In this onboarding video, Jessica provides practical guidance on how to make the most of the FacilitatorGuide and the supplemental resources that support your courses. She explains how to navigate the guide,identify key tools, and integrate supplemental materials to enrich participant engagement. Jessica alsoshares preparation tips and strategies to help you deliver sessions with confidence while maintaining
alignment with IIA’s standards.
By applying these best practices, you’ll feel better equipped to adapt course content to your ownfacilitation style, while still meeting program expectations and creating a meaningful learning experience
for participants.
Watch Video Here
Your Guide to Successful Online Delivery
How to prepare for virtual sessions and navigate Cvent
Delivering with Confidence in a Virtual Environment
Presented by : Iyana Daley, Sr. Specialist, Virtual Learning Experience
In this video, Iyana shares what to expect when facilitating an online delivery, along with practical tips forcreating a smooth, engaging, and professional virtual learning experience. She also walks you throughhow to use The IIA’s Cvent platform, from joining sessions and managing materials to interacting
effectively with participants and producers.
By applying these tips, you’ll feel more comfortable using the virtual tools, anticipate common challenges,
and create a polished experience for your learners.
Watch Video Here
Feedback & Course
Materials Guidelines
Course Feedback: A feedback form will be provided for PublicSeminars and available in the CVENT classroom for onlineeSeminars. You can also submit feedback via the FeedbackForm provided in the faculty portal if you have feedback on
course materials. Hard Copy of Materials: Hard copies of the Facilitator Guide (FG)will only be provided for in-person sessions. For online sessions,you will receive electronic materials, including the presentationslide deck, Participant Guide, and additional handouts. Requestsfor hard copies must be made within 3 weeks of the delivery
start date.Document Sharing & Modification: Faculty are prohibited fromaltering or sharing IIA materials without written permission fromThe IIA at least 4 weeks prior to the course date.
Public & Online
Seminars
The IIA offers both public in-person and online seminars, providingfaculty with the necessary tools and support for a successful learningexperience. Whether facilitating on-site or virtually, faculty can expectclear guidelines, logistical assistance, and dedicated resources to
ensure smooth delivery.
Faculty will enjoy a flexible, interactive teachingexperience, whether in-person or online.
Public (In-Person)
Seminars
On-Site Support: An IIA representative will assist with event logistics,ensuring all participant materials and presentation slides are set up
before arrival or morning of.
Travel Arrangements: The IIA covers airfare and hotel accommodations,with check-in the day before training and check-out on the final day. Allflight itineraries must be submitted to Sonia Rosario for approval before
booking.
Dress Code: Business casual is recommended. Meeting roomtemperatures may vary, so dressing in layers is advised.
Meals & Breaks: A continental breakfast, morning/afternoon refreshmentbreaks, and lunch (for full-day sessions) will be provided.
Facilitator Dinner: Faculty are invited to join a planned dinner with IIAstaff. Details will be provided prior to the seminar.
Public (In-Person)
Participant FAQs
Dietary Restrictions: Participants should inform theon-site contact of any dietary restrictions. Notifythe contact if participants ask about
Course Materials: All participant materials will beprovided electronically. Participants will receive anemail with a download link to access theParticipant Guide and supplemental materials priorto the training start date. PowerPoint slides are notprovided to protect IIA intellectual property.Code of Ethics: If concerns arise betweenparticipants, refer to the IIA’s Code of Ethics policy.For ethics complaints, processes, and forms, visit
accommodations.
CPE Certificates: Sent via email within 6-8weeks after the final training date.
Training Survey: Distributed via email on the final trainingday. The survey closes 2 weeks later, with results available tofacilitators 1-2 weeks after closing. Participants can also scanthe QR code to access the survey.
the Code of Ethics page.
Additional Questions: For any other inquiries, contacttraining@theiia.org or the on-site IIA representative.
Membership Policy: The IIA no longer offers freemembership to non-members attending a course.
Online Seminars
Technical Support: A dedicated IIA producer will assist with sessionsetup, platform navigation, and troubleshooting during the course. Allparticipant materials will be emailed before the first training day, andpresentation slides will be loaded into the platform.
Platform Access: Facilitators will receive login details, materials, andsession links ahead of time via the portal.
Meeting with the Producer: The producer will have access to theplatform at least one week before training and will contact you toschedule a meeting. It’s recommended to meet that week and/or 1hour before the first session starts.
Class Size Adjustments: The Collaboration Guide includes optionalactivities based on class size, which can be discussed during your
meeting with the producer.
Online Seminars
Facilitator Resources: You will receive a Facilitator Guide and aFacilitator-Producer Collaboration Guide, PPT slides which may includepolling questions, group activities, and more. via the portal at the time of
course confirmation.
Virtual Classroom Etiquette: Professional attire is encouraged, andfaculty should ensure a quiet, distraction-free environment.
Participant Materials: Participants will receive a PDF copy of theParticipant Guide, any associated handouts, and, if applicable, an eBookcode for supplemental materials/books. They will not receive the slidedeck to protect IIA intellectual property. Shareable documents will beemailed and included in the Files pod during the session.
Attendance Monitoring: The producer will assist with participantmonitoring and handle attendance reporting
Private
Group Training
The IIA offers private group training tailored to an organization’s needs,providing a flexible learning experience. Whether conducted in-person,online, or in a hybrid format, private training ensures a customizedapproach to professional development.
Private
Group Training
Flexible Delivery Options
Live, interactive classroom
sessions
Online access for remote
staff
Hybrid training with live facilitationand online producer support
Private Group Training
Facilitator Responsibilities
Training Materials: Bring a computer and/or USB with slide decks for
training (in-person only).
CPE Log: Introduce the CPE log and obtain signatures from attendees.
Attendance Submission: Complete and submit the Course RosterAttendance Form within 48 hours after the event via the Course RosterSubmission Link (provided by the Sr. Specialist, Sales Ops & Group
Training specific to each client).
Content Guidelines: Do NOT customize course content unless specifically
requested.
Private Group Training
Registration & Course Preparation
Participant Registration: Attendees register through Cvent (1-2weeks before training). They will receive an email from The IIATraining Team (do-not-reply@iianotifications.org) to complete
registration.
Electronic course materialsPre-Course Preparation: New facilitators must meet withSonia before their first private session and review theprovided checklist with special instructions
Post-Course Requirements: For in-person training, submit all
Important reminders/Expensesubmission linksign-in sheets via the provided link within 48 hours after the
course.
Travel and ApprovalProcess
To ensure smooth logistics for your facilitation assignment, it'simportant to follow the IIA’s travel and approval procedures.Faculty members must wait for the confirmation messagebefore making travel arrangements and seek prior approvalfor any adjustments to the standard itinerary. This ensures alltravel expenses are properly managed and reimbursed.
Travel Arrangments
Approval Process
When to Make Travel Arrangements:Faculty may book travel after receiving theconfirmation message indicating sufficientregistration. To help manage costs, we ask that allbookings be made within two weeks of courseconfirmation to avoid higher airfare prices.
When Approval Is Required:Arrival earlier than the day before your scheduled
training courseLate check-out (after the last day of training)Alternate travel arrangements (personal vehicle, bus,
Note: Expenses may be denied without prior writtenapproval.
train, etc.)
Note: Written approval is required for any changes to
travel arrangements.
Who to Contact for Approval:Submit requests to Sonia Rosario through the portal
for review.
Hotel Reservations
Travel Process
Public Seminars:Hotel reservations will be made by our Events Team based on the seminar location.
You will receive an email with your hotel confirmation and additional details.
For some locations, faculty are responsible for making their own reservations and using apersonal card for payment. Hotel links for these sites will be provided.
Single Course Offerings, Chapter, and On-Site Events:
Faculty must make their own hotel arrangements.
A list of nearby and/or discounted hotels will be provided during the course confirmation
process.
Standard
Fee Structure
Our standard fee structure ensures that all faculty membersare compensated equitably for their contributions. Thistransparent and consistent approach guarantees fairnessacross all engagements and reinforces our commitment toexcellence in training delivery. For in-person public ILTsessions, the standard fee is $500.00 USD per day, unless youare delivering a specialty course and/or a certificate course,in which case a different rate may apply.
Expense
Submission Guidelines
Submit all expenses using the Vendor Form,available at the bottom of confirmationmessages or via the portal.
Submit within 10 business days of eventcompletion to avoid delays
Submissions lacking required documentswill not be processed until all items are
received.
Expense
Submission Guidelines
Required Information when filling out form:Full Name / Company Name
Invoice NumberDate of ExpenseDescription of ExpenseAmount of ExpenseAttach supporting documents(receipts/invoices).
Compensation & Expenses:For compensation: Include your signedwork order and invoice only.For expenses: Include signed work order,completed expense report, and receipts.
Expense Submission
Guidelines
Payment Processing:
Payments are made bi-weekly by IIA’s Accounts
Payable department.
Processing order depends on receipt and required
documentation.
Questions or Concerns? Contact: Sonia Rosario via the faculty portal
Discrepancies or delays may affect compensation
or reimbursement.
Important Contacts & Policies
Summary
Key Information & Policies forSuccessful Training
Training Inquiries:For questions about the trainingschedule, course materials,cancellations, or pre-approval, pleasemessage Sonia Rosario via the faculty
portal.
Other Department Questions:We’ll connect you with the appropriatecontact if your question pertains toanother department.
Important Contacts & Policies
Summary
Key Information & Policies forSuccessful Training
Accessing the Expense Report:
The IIA Expense Report is available within the
faculty portal.
Annual Expense Report:A new expense report will be provided eachyear by your faculty experience specilaistSonia Rosartio via the portal.
Important Contacts & PoliciesSummary
Notification of Course Assignment Changes
** if you are no longer able to accept your assignment**
Notice Requirements:3 weeks' notice for specialty courses & certifications.
2 weeks' notice for regular courses.
Unable to Accept?Inform Sonia Rosario via the portal if you can nolonger accept a course assignment.
Thank You for Joining the IIA FacilitatorTraining Program!
We’re thrilled to have you as part of our team. As you embark on this journey, remember you’re not just facilitating training—you're helping shape the future of Internal Audit professionals. Your expertisewill empower others to thrive, and we are here to support you every step of the
way.
What’s Next?
Stay connected through the Facilitator Portal.Reach out to your Faculty Experience Specialist for any questions or
support.Get ready to deliver impactful, world-class training!
Together, we will create a positive learning experience for all. Let’s get started!Welcome aboard once again—We’re excited to see you in action!
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Transcript
The IIA Facilitator Training
Program
Onboarding Guide
Presented by:
The IIA Training Team
2025
Welcome to The IIA Faculty Training Program!
As a new member of the IIA Faculty Training Program, you arejoining a group of dedicated professionals who are passionateaudit designed to support your seamless transition into the program,outline key expectations, and provide important resources to ensurefacilitating sessions, we are here to support you every step of the way. We’reexcited to collaborate with you in creating a dynamic and impactfullearning experience for all participants!
about
advancing
the
internal
profession.
This
guide
is
your
success.
Whether
you’re
in-person
or
virtual
We're excited to have you on board!
Agenda
In the next sections, we’ll walk through the key areas ofthe IIA Faculty Training Program. This overview will guideyou through the essential topics, from understanding theprogram goals and benefits to getting familiar with youronboarding process and course materials. Let’s take alook at what we’ll cover today!
Overview
About the Program& Benefits
Onboarding Process
Course Materials & Preparation
Contact Information &
FAQs
Program
Goals
Deliver content alignedwith IIA professional
The IIA Facilitator Program is designed tobring experienced Internal Auditpractitioners together with IIA coursematerials, ensuring a valuable learningexperience for members and
standardsIntegrate real-worldexamples into training
sessions.Leverage subject matterexpertise to enhance
nonmembers.
learning.Provide participants withrelevant industryknowledge and best
practices.
Training
FLEXIBLEDELIVERY
Benefits
The IIA Faculty Training Program offers a range of valuablebenefits designed to enhance your professional developmentand support your growth as a facilitator. Whether you'redelivering in-person or online courses, you’ll gain flexibility,earn NASBA-approved CPE credits, and expand your networkwith industry peers. Additionally, facilitators are compensatedcompetitively for their contributions, providing an opportunityto make a meaningful impact on the internal audit profession
Networking
NASBA-approvedCPE credits
ProfessionalGrowth
while advancing your career.
Compensationfor deliveries
Meet Your IIA Support Team
Sonia Rosario
As your Faculty Experience Specialist, Sonia will be yourdedicated point of contact, providing comprehensivesupport throughout your faculty journey. She will assistyou in navigating key areas of faculty engagement,ensuring that your experience is smooth and efficient.Specifically, Sonia will guide you with:
Faculty Portal Assistance
Assignment & SchedulingCoordination
Course Material Requests &Support
Expense SubmissionGuidance
Meet Your IIASupport Team
Iyana Daley
Sr. Specialist, Virtual LearningExperience
Our IIA support team is dedicated to ensuring youhave the resources and assistance needed for asmooth and successful experience as a facilitator.Each team member plays a key role in supportingyour training, from faculty coordination totechnical guidance, helping you deliver anengaging learning experience.
Brittany Krapf
Sr. Manager, Learning &Operations
Your IIA Producer
Our producers play a crucial role in ensuring seamlessespecially online learning environment, and engaging and on track. With their technical expertise,delivering your content while theyhandle the logistics of the virtual classroom.
course manage the platform
delivery,
for
virtual
sessions. assist withsession
They
Michelle McNeal
navigation,
help
keep
the
Technical Producer
you can focus on
Michlle.McNeal@theiia.org
Overview of ExternalIIA Producers
Selection Criteria:
Producers are selected based on their extensiveexperience with online learning platforms, primarily
CVENT.
Role & Expertise:
Producers specialize in managing and facilitatingthe online learning environment. They ensuresmooth course delivery, assist with engagementtools, and help maintain participant interaction
throughout the session.
Important Distinction:
Producers are not IT professionals. For technicalissues related to your computer, internet, orbandwidth, please contact your organization’s IT
department.
Producer Assignment& Contact Process
Producer Assignment & Contact:
Once your course is confirmed, a producer will beassigned to support the delivery. The producer’scontact details will be included in yourconfirmation message. If multiple producers areassigned, their details will be provided along withthe specific dates they will be involved.
Producer Timeline:
Your producer will reach out within one week of thecourse going live. If you don't hear from them, usethe contact information in the confirmationmessage. Producers will also follow up within 24hours of receiving your fileshare materials toensure everything is in place for your session.
Program
Logistics Overview
Personal Dashboard: View andtrack your upcoming courses,materials, and deadlines.
Plan02
The IIA Facilitator Portal is the central hub for all faculty,providing access to the latest updates, resources, andpersonalized dashboards. Upon confirmation of youractive status as an IIA Faculty member, you will receivean email invitation to join the portal.
Resources & Documents:Access course materials, facultyguidelines, and feedback forms.
Leader Credits Request: Easilysubmit requests to use available
Leader Credits
Notifications: Receive updateson new resources, documents,and course assignments.
The IIA Facilitator Portal Link
Scheduling
Overview
Volunteering: Faculty membersare expected to volunteer for atleast one course per year tomaintain their active status.
The scheduling process for bothonline and in-person coursesoccurs annually. The IIA FacilitatorPortal will be the main platform formanaging course assignmentsand confirming availability.
Pairing: New faculty or thosenew to a specific course maybe paired with experiencedfacilitators to ensure effectivecourse delivery.
Once you’re scheduled, the portalwill provide all relevant coursedetails, including participantnumbers, course materials, andreminders about upcomingdeadlines. The goal is to make theprocess as seamless as possiblefor both faculty and the support
Annual Call for Preferences:Faculty will receive a requestto submit preferences foravailable courses through theFacilitator Portal.
team.
Course
Confirmation Details
Number of participants (subject
to change)
Once your course is confirmed, all the essentialdetails will be delivered through the FacilitatorPortal. This ensures you have everything you needto prepare and facilitate the session smoothly. Theconfirmation message will include the following
Producer’s contact information
Electronic course materials
information:
Event-specific expectations (forprivate events, in-person ILT)
Important reminders/Expensesubmission link
Training Materials
and Resources
The course materials are essential for your preparation and delivery.You will receive electronic access to all necessary documents via aconfirmation download and review the materials promptly to ensure you have themost up-to-date versions. These materials are provided to help youdeliver a smooth and successful training session.
fileshare
link
in
your
message.
It’s
important
to
Delivery Method: Materials provided electronically via a
fileshare link.
Access Requirement: Password required to access the
content.
Review Instructions: Ensure you have the most currentversions, as updates may occur for quality enhancement.
Download Reminder: Download the materials promptly; the
link expires within 3 weeks.
Your Guide to Confident Course Delivery
How to effectively use the Facilitator Guide and supplemental resources
Maximizing Your Course Materials
Presented by Jessica Mahoney, Director, Learning Content Development (MC&L)
In this onboarding video, Jessica provides practical guidance on how to make the most of the FacilitatorGuide and the supplemental resources that support your courses. She explains how to navigate the guide,identify key tools, and integrate supplemental materials to enrich participant engagement. Jessica alsoshares preparation tips and strategies to help you deliver sessions with confidence while maintaining
alignment with IIA’s standards.
By applying these best practices, you’ll feel better equipped to adapt course content to your ownfacilitation style, while still meeting program expectations and creating a meaningful learning experience
for participants.
Watch Video Here
Your Guide to Successful Online Delivery
How to prepare for virtual sessions and navigate Cvent
Delivering with Confidence in a Virtual Environment
Presented by : Iyana Daley, Sr. Specialist, Virtual Learning Experience
In this video, Iyana shares what to expect when facilitating an online delivery, along with practical tips forcreating a smooth, engaging, and professional virtual learning experience. She also walks you throughhow to use The IIA’s Cvent platform, from joining sessions and managing materials to interacting
effectively with participants and producers.
By applying these tips, you’ll feel more comfortable using the virtual tools, anticipate common challenges,
and create a polished experience for your learners.
Watch Video Here
Feedback & Course
Materials Guidelines
Course Feedback: A feedback form will be provided for PublicSeminars and available in the CVENT classroom for onlineeSeminars. You can also submit feedback via the FeedbackForm provided in the faculty portal if you have feedback on
course materials. Hard Copy of Materials: Hard copies of the Facilitator Guide (FG)will only be provided for in-person sessions. For online sessions,you will receive electronic materials, including the presentationslide deck, Participant Guide, and additional handouts. Requestsfor hard copies must be made within 3 weeks of the delivery
start date.Document Sharing & Modification: Faculty are prohibited fromaltering or sharing IIA materials without written permission fromThe IIA at least 4 weeks prior to the course date.
Public & Online
Seminars
The IIA offers both public in-person and online seminars, providingfaculty with the necessary tools and support for a successful learningexperience. Whether facilitating on-site or virtually, faculty can expectclear guidelines, logistical assistance, and dedicated resources to
ensure smooth delivery.
Faculty will enjoy a flexible, interactive teachingexperience, whether in-person or online.
Public (In-Person)
Seminars
On-Site Support: An IIA representative will assist with event logistics,ensuring all participant materials and presentation slides are set up
before arrival or morning of.
Travel Arrangements: The IIA covers airfare and hotel accommodations,with check-in the day before training and check-out on the final day. Allflight itineraries must be submitted to Sonia Rosario for approval before
booking.
Dress Code: Business casual is recommended. Meeting roomtemperatures may vary, so dressing in layers is advised.
Meals & Breaks: A continental breakfast, morning/afternoon refreshmentbreaks, and lunch (for full-day sessions) will be provided.
Facilitator Dinner: Faculty are invited to join a planned dinner with IIAstaff. Details will be provided prior to the seminar.
Public (In-Person)
Participant FAQs
Dietary Restrictions: Participants should inform theon-site contact of any dietary restrictions. Notifythe contact if participants ask about
Course Materials: All participant materials will beprovided electronically. Participants will receive anemail with a download link to access theParticipant Guide and supplemental materials priorto the training start date. PowerPoint slides are notprovided to protect IIA intellectual property.Code of Ethics: If concerns arise betweenparticipants, refer to the IIA’s Code of Ethics policy.For ethics complaints, processes, and forms, visit
accommodations.
CPE Certificates: Sent via email within 6-8weeks after the final training date.
Training Survey: Distributed via email on the final trainingday. The survey closes 2 weeks later, with results available tofacilitators 1-2 weeks after closing. Participants can also scanthe QR code to access the survey.
the Code of Ethics page.
Additional Questions: For any other inquiries, contacttraining@theiia.org or the on-site IIA representative.
Membership Policy: The IIA no longer offers freemembership to non-members attending a course.
Online Seminars
Technical Support: A dedicated IIA producer will assist with sessionsetup, platform navigation, and troubleshooting during the course. Allparticipant materials will be emailed before the first training day, andpresentation slides will be loaded into the platform.
Platform Access: Facilitators will receive login details, materials, andsession links ahead of time via the portal.
Meeting with the Producer: The producer will have access to theplatform at least one week before training and will contact you toschedule a meeting. It’s recommended to meet that week and/or 1hour before the first session starts.
Class Size Adjustments: The Collaboration Guide includes optionalactivities based on class size, which can be discussed during your
meeting with the producer.
Online Seminars
Facilitator Resources: You will receive a Facilitator Guide and aFacilitator-Producer Collaboration Guide, PPT slides which may includepolling questions, group activities, and more. via the portal at the time of
course confirmation.
Virtual Classroom Etiquette: Professional attire is encouraged, andfaculty should ensure a quiet, distraction-free environment.
Participant Materials: Participants will receive a PDF copy of theParticipant Guide, any associated handouts, and, if applicable, an eBookcode for supplemental materials/books. They will not receive the slidedeck to protect IIA intellectual property. Shareable documents will beemailed and included in the Files pod during the session.
Attendance Monitoring: The producer will assist with participantmonitoring and handle attendance reporting
Private
Group Training
The IIA offers private group training tailored to an organization’s needs,providing a flexible learning experience. Whether conducted in-person,online, or in a hybrid format, private training ensures a customizedapproach to professional development.
Private
Group Training
Flexible Delivery Options
Live, interactive classroom
sessions
Online access for remote
staff
Hybrid training with live facilitationand online producer support
Private Group Training
Facilitator Responsibilities
Training Materials: Bring a computer and/or USB with slide decks for
training (in-person only).
CPE Log: Introduce the CPE log and obtain signatures from attendees.
Attendance Submission: Complete and submit the Course RosterAttendance Form within 48 hours after the event via the Course RosterSubmission Link (provided by the Sr. Specialist, Sales Ops & Group
Training specific to each client).
Content Guidelines: Do NOT customize course content unless specifically
requested.
Private Group Training
Registration & Course Preparation
Participant Registration: Attendees register through Cvent (1-2weeks before training). They will receive an email from The IIATraining Team (do-not-reply@iianotifications.org) to complete
registration.
Electronic course materialsPre-Course Preparation: New facilitators must meet withSonia before their first private session and review theprovided checklist with special instructions
Post-Course Requirements: For in-person training, submit all
Important reminders/Expensesubmission linksign-in sheets via the provided link within 48 hours after the
course.
Travel and ApprovalProcess
To ensure smooth logistics for your facilitation assignment, it'simportant to follow the IIA’s travel and approval procedures.Faculty members must wait for the confirmation messagebefore making travel arrangements and seek prior approvalfor any adjustments to the standard itinerary. This ensures alltravel expenses are properly managed and reimbursed.
Travel Arrangments
Approval Process
When to Make Travel Arrangements:Faculty may book travel after receiving theconfirmation message indicating sufficientregistration. To help manage costs, we ask that allbookings be made within two weeks of courseconfirmation to avoid higher airfare prices.
When Approval Is Required:Arrival earlier than the day before your scheduled
training courseLate check-out (after the last day of training)Alternate travel arrangements (personal vehicle, bus,
Note: Expenses may be denied without prior writtenapproval.
train, etc.)
Note: Written approval is required for any changes to
travel arrangements.
Who to Contact for Approval:Submit requests to Sonia Rosario through the portal
for review.
Hotel Reservations
Travel Process
Public Seminars:Hotel reservations will be made by our Events Team based on the seminar location.
You will receive an email with your hotel confirmation and additional details.
For some locations, faculty are responsible for making their own reservations and using apersonal card for payment. Hotel links for these sites will be provided.
Single Course Offerings, Chapter, and On-Site Events:
Faculty must make their own hotel arrangements.
A list of nearby and/or discounted hotels will be provided during the course confirmation
process.
Standard
Fee Structure
Our standard fee structure ensures that all faculty membersare compensated equitably for their contributions. Thistransparent and consistent approach guarantees fairnessacross all engagements and reinforces our commitment toexcellence in training delivery. For in-person public ILTsessions, the standard fee is $500.00 USD per day, unless youare delivering a specialty course and/or a certificate course,in which case a different rate may apply.
Expense
Submission Guidelines
Submit all expenses using the Vendor Form,available at the bottom of confirmationmessages or via the portal.
Submit within 10 business days of eventcompletion to avoid delays
Submissions lacking required documentswill not be processed until all items are
received.
Expense
Submission Guidelines
Required Information when filling out form:Full Name / Company Name
Invoice NumberDate of ExpenseDescription of ExpenseAmount of ExpenseAttach supporting documents(receipts/invoices).
Compensation & Expenses:For compensation: Include your signedwork order and invoice only.For expenses: Include signed work order,completed expense report, and receipts.
Expense Submission
Guidelines
Payment Processing:
Payments are made bi-weekly by IIA’s Accounts
Payable department.
Processing order depends on receipt and required
documentation.
Questions or Concerns? Contact: Sonia Rosario via the faculty portal
Discrepancies or delays may affect compensation
or reimbursement.
Important Contacts & Policies
Summary
Key Information & Policies forSuccessful Training
Training Inquiries:For questions about the trainingschedule, course materials,cancellations, or pre-approval, pleasemessage Sonia Rosario via the faculty
portal.
Other Department Questions:We’ll connect you with the appropriatecontact if your question pertains toanother department.
Important Contacts & Policies
Summary
Key Information & Policies forSuccessful Training
Accessing the Expense Report:
The IIA Expense Report is available within the
faculty portal.
Annual Expense Report:A new expense report will be provided eachyear by your faculty experience specilaistSonia Rosartio via the portal.
Important Contacts & PoliciesSummary
Notification of Course Assignment Changes
** if you are no longer able to accept your assignment**
Notice Requirements:3 weeks' notice for specialty courses & certifications.
2 weeks' notice for regular courses.
Unable to Accept?Inform Sonia Rosario via the portal if you can nolonger accept a course assignment.
Thank You for Joining the IIA FacilitatorTraining Program!
We’re thrilled to have you as part of our team. As you embark on this journey, remember you’re not just facilitating training—you're helping shape the future of Internal Audit professionals. Your expertisewill empower others to thrive, and we are here to support you every step of the
way.
What’s Next?
Stay connected through the Facilitator Portal.Reach out to your Faculty Experience Specialist for any questions or
support.Get ready to deliver impactful, world-class training!
Together, we will create a positive learning experience for all. Let’s get started!Welcome aboard once again—We’re excited to see you in action!