The Friday Fix: Session 5, Surviving (and Thriving Through) an Internal Audit

Description

Surviving (and Thriving Through) an Internal Audit 

What QAS Look For & How to Make Audits Run Smoothly

Internal audits don’t have to be scary — we promise!

In this Friday Fix session, two Quality Assurance Specialists team up to walk Energy Advisors through what actually happens during an internal audit, what QAS are looking for, and how thoughtful file setup and consistency can make the entire process smoother for everyone involved.

Based on real audit experience, this session focuses on practical, day-to-day best practices for organizing your files so audits are efficient, clear, and low-stress (yes — even for the lazy or grumpy QAS ). The goal is to shift the perception of audits from something intimidating to a valuable quality control and consistency check — and an opportunity to strengthen your internal processes.

This is a collaborative, candid session designed to support Energy Advisors at all stages of their practice and reinforce that audits are about quality, consistency, and continuous improvement — not “gotchas.”

You’ll learn:

• What to expect during an internal audit
• What Quality Assurance Specialists are actually looking for
• Common file setup challenges — and how to avoid them
• Best practices for organizing files to streamline the audit process
• How audits support quality, consistency, and professional growth

Whether this is your first audit or your fifteenth, this session will help demystify the process and make audits feel more manageable — and maybe even a little less intimidating.

Presented by:

Emma Conway | Master Energy Advisor | E3 Eco Group Inc.

Tessa Hall | Licensed Energy Advisor | Ecolibrium Energy Solutions Inc.