Format:
Effective engagement with Boards and Audit Committees is essential for internal audit’s success. This roundtable will explore how CAEs can elevate communication strategies and foster strong, trust-based relationships with governance bodies. Participants will share practical approaches for delivering advice, insights and foresight that demonstrate organizational value, guide expectations, and navigate challenging conversations to enhance internal audit’s strategic advisor role.
This Executive Roundtable is an exclusive benefit only available to Audit Leaders Network Members. Audit Leaders Network provides access to essential relationships, professional development, and tailored resources for today’s leaders.
To learn more about Audit Leaders Network, please visit, Executive (theiia.org).
DATE: Apr 14, 2026
TIME: 11:00 AM–12:00 PM ET
One (1) NASBA CPE will only be awarded to participants on the live broadcast who are logged in for a minimum of 50 minutes.
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By the end of this webinar, attendees will be able to:
- Share real-world examples of relationship-building practices that strengthen internal audit’s role as a strategic advisor
- Share techniques for presenting assurance and advisory results and risk insights clearly and persuasively
- Discuss approaches for guiding expectations and building credibility through collaboration
SPEAKER
Perry Liu
Perry Liu is the Chief Audit Executive for CSAA Insurance Group, a AAA Insurer, a leading provider of AAA‑branded automobile, homeowners, and personal lines of insurance delivered through partnerships with AAA clubs nationwide. In this role, Perry oversees operational and financial audit, information technology audit, Model Audit Rule compliance, and claims quality assurance.
With more than 30 years of internal audit experience, Perry is recognized for strengthening governance, advancing risk management, and developing high‑performing assurance functions. Prior to joining CSAA Insurance Group, he held audit positions at DHL Worldwide Express and the University of California, Berkeley.
Perry is deeply committed to developing future leaders—mentoring employees across CSAA and now in his fourth year mentoring emerging internal auditors through The IIA’s Emerging Leaders Program.
Perry serves on the Board of Junior Achievement of Northern California, where he is the Audit Committee Chair, and on the Board of the Northern California East Bay IIA Chapter, where he serves as Academic Relations Chair. He is a Certified Internal Auditor, a Certified Information Systems Auditor, and holds a bachelor’s degree in accounting from San Francisco State University.