Featuring networking, an opportunity to enhance your skills, and learn about new products and services out in the marketplace!
Jefferson Wells is a Platinum Sponsor.
Presenters: Mike Hoye, Engagement Manager, Chicago, and Financial End-User Application Risk Subject Matter Expert; and Chris Mishler, CMA, CIA, Finance and Accounting Professional, Detroit
Topic: Spreadsheet Controls and Audit-Ready Spreadsheets (7 CPEs) on Wednesday, March 10
Learn More! about this Conference in Dearborn, MI on March 8-10.
Driving Efficiency and Mitigating Risk through ERP
Today, too many ERP implementations or upgrades fail to consider the business drivers and roles necessary for long-term success. Even though an organization's functional subject matter experts hold the secrets to process improvements that can lead to cost savings and anticipation of future needs, they may not be aligned with IT to act on these ideas.
After participating in this 60-minute Webcast event, you will be able to:
- Define the shared accountability approach to business roles and governance structures that contribute to a successful ERP environment
- List three approaches to managing risk in ERP projects, which will help you mitigate issues before schedules and budgets are off track
- Apply the three key design steps leading to post GO-LIVE ERP technical and functional roles that can help foster continuous process improvement
This is an intermediate event, Internet-based Webcast event; as directed by NASBA, experience in management is required. There is no advanced preparation required for this event.
Register Here! for our Webcast on March 11 from 10:00 am - 11:00 am (CT).
Would you like to reduce costs, recover savings and improve procurement processes?
You are invited to join Jefferson Wells for an informative session discussing Contract Compliance and Cost Recovery (CCCR) strategies that will provide convenient and practical solutions, and share best practices that will enable you to complete a cost recovery audit efficiently and cost-effectively.
If you use complex contracts, work with special supplier arrangements, experience high turnover among buyers, or recently performed a system upgrade or conversion, you could benefit from this event.
In this educational session, we'll discuss how to:
- Assess risks before embarking on contract compliance initiatives
- Design a solution that fits your organizational needs and culture
- Ensure your methodology embraces the life cycle of the product or service that is under review
This live session is designed for Chief Financial Officers, Controllers, Internal Audit and Controls Directors, Purchasing and Procurement Managers and Directors.
This event qualifies for 2 CPE credits.
This is an intermediate-level event: as directed by NASBA, experience in management required.
There is no advanced preparation required for this event.
2:00pm - 2:30pm - Registration, Snacks and Refreshments, and Networking
2:30pm - 4:30pm - Presentation and Discussion
Register Here! for our Roundtable in Columbus, OH on March 17 from 2:00 pm - 4:30 pm (ET).
Would you like to reduce costs, recover savings and improve procurement processes?
You are invited to join Jefferson Wells for an informative session discussing Contract Compliance and Cost Recovery (CCCR) strategies that will provide convenient and practical solutions, and share best practices that will enable you to complete a cost recovery audit efficiently and cost-effectively.
If you use complex contracts, work with special supplier arrangements, experience high turnover among buyers, or recently performed a system upgrade or conversion, you could benefit from this event.
In this educational session, we'll discuss how to:
- Assess risks before embarking on contract compliance initiatives
- Design a solution that fits your organizational needs and culture
- Ensure your methodology embraces the life cycle of the product or service that is under review
This live session is designed for Chief Financial Officers, Controllers, Internal Audit and Controls Directors, Purchasing and Procurement Managers and Directors.
This event qualifies for 2 CPE credits.
This is an intermediate-level event: as directed by NASBA, experience in management required.
There is no advanced preparation required for this event.
8:00am - 8:30am - Registration, Continental Breakfast and Networking
8:30am - 10:30am - Presentation and Discussion
Register Here! for our Roundtable in Cincinnati, OH on March 18 from 8:00 am - 10:30 am (ET).
The Annual Audit Seminar of IIA’s New York Chapter features products and services for the internal audit profession. More than 200 attendees from industries including financial services and education are expected at this year’s event in Madison Square Garden.
Jefferson Wells is an exhibitor at this year’s seminar.
Learn More! about this Conference in New York, NY on March 19 from 8:00 am - 4:30 pm (ET).
Want to save both time and money? You can by implementing internal control optimization processes.
You are invited to a complimentary Jefferson Wells Internal Controls Monitoring and Optimization Roundtable focusing on issues your company may face regarding internal control optimization and continuous controls monitoring.
Today, most organizations and internal audit departments are under enormous pressure to reduce costs while maintaining effective and efficient internal control over financial, operational and compliance risks. Improving, designing and implementing technology-supported monitoring controls can be incredibly effective in managing risk and enabling internal audit to increase its focus on emerging risks.
Chris Bellino, West Region Risk Advisory Services Director for Jefferson Wells and co-chair of the 2006 COSO task force will facilitate the discussion.
After attending this roundtable, you will be able to:
- Apply methods of successfully integrating technology to improve controls and compliance effectiveness and efficiency while managing cost
- List five reasons automating monitoring in today's environment that adds value to the organization
- List the top two significant challenges to developing and using monitoring controls
- Apply strategies for success - including getting management support and key implementation factors
- Employ COSO's Guidance on monitoring internal controls in conjunction with AS5 to enhance SOX optimization
This live session is designed for CFOs, Controllers, Finance Managers and Executives, Internal Audit Directors, Managers and Executives, Compliance and Risk Managers and Executives.
This event qualifies for 2 CPE credits.
This is an intermediate-level event: as directed by NASBA, experience in management required.
There is no advance preparation required for this event.
8:00am - 8:30am - Registration and Breakfast
8:30am - 10:30am - Presentation and Discussion
Register Here! for our Roundtable in Bellevue, WA on March 23 from 8:00am - 10:30 am (PT).
Transfer Pricing: Dealing with Aggressive Tax Authorities
Local taxing authorities are growing increasingly aggressive when it comes to transfer pricing issues, and interstate transfer pricing strategies that worked well years ago are often no longer appropriate. This Webcast will explore the uses and limitations of transfer pricing as a tool for State and Local Tax (SALT) planning purposes.
After attending this Webcast, participants will be able to:
- List three ways transfer pricing can be effectively used as a tool in SALT planning
- Identify ways aggressive, local taxing authorities have limited the use of transfer pricing recently
- Identify transfer pricing strategies that are still effective and stand up to increased scrutiny
Presenters: Myron Vansickel – Jefferson Wells State and Local Tax Center of Expertise Tax Director
Kash Mansori – Jefferson Wells State and Local Tax Center of Expertise Senior Economist
This is an intermediate event, Internet-based Webcast event; as directed by NASBA, experience in management is required. There is no advanced preparation required for this event.
Register Here! for our Webcast on March 23 from 10:00 am - 11:00 am (CT).
Tax Update 2010 – Trends and Issues
The Mid-Atlantic Association for Financial Professionals 27th Annual Conference is a two-day conference for a wide range of businesses, financial institutions, service providers, non-profits, state and local government entities and academic professors.
Julia Summerville, Jefferson Wells Director of Tax, Carolinas, is presenting on March 25 from 3:00 pm - 3:50 pm (ET). Her presentation will provide attendees with a general tax overview, including any upcoming changes for 2010 and the near future.
Learn More! about this conference in Baltimore, MD on March 24-25, 2010.
Event Type- Conference
- Speaking Engagement
Join Jefferson Wells and BlackLine Systems for this complimentary online event to explore account reconciliation process optimisation based on an understanding of leading practices, process improvement, organisational change and deployment of new technologies.
Presenters: Derek Vaughan, Director, Financial Operations EMEA, Jefferson Wells
Mark Gannon, Engagement Manager, Jefferson Wells
Jeff Adler, Vice President, BlackLine Systems
Takeaway: Webcast attendees will gain insight into the reasons for and impact of poor reconciliation processes, and discover leading practice approaches to promote ongoing efficiency improvements.
Who Should Attend: Chief Financial Officers, Controllers, Compliance Officers, Internal Audit and Risk & Control Directors and Managers who have the responsibility for ensuring their organisations are complying with key regulatory and legislative requirements.
Register Here! for our Webcast on March 24 from 13:00 - 14:00 GMT.
How can you proactively mitigate the financial risks of construction faced by Owners in today's economy?
You are invited to join Jefferson Wells for an informative session discussing the proactive mitigation of the financial risks of construction in today's economy. The current economy is profoundly affecting Project Owners' capital improvement programs and the construction industry as a whole. Fraud is increasing and budgets are tight. Regardless of contract type or the structure of the construction team, there are usually ways to improve the management and cost control of the project.
In this educational session, we'll discuss how the current economy has affected construction fraud and abuse, what types of fraud are most likely to occur today, other financial risks associated with Owners' construction projects and how to mitigate these risks through effective project controls and proactive contract terms.
This event will be facilitated by John Croy, Global Director of the Jefferson Wells Construction Services Center of Expertise.
This live session is designed for CFOs, Controllers, Internal Audit VPs, Directors and Managers and others involved with capital improvement programs, including the pricing of contract cost and insurance provisions.
This event qualifies for 2 CPE credits.
This is an intermediate-level event: as directed by NASBA, experience in internal audit required.
There is no advanced preparation required for this event.
8:00am - 8:30am - Introduction and Continental Breakfast
8:30am - 10:30am - Presentation and Discussion
Register Here! for our Forum in Philadelphia, PA on March 25 from 8:00 am - 10:30 am (ET).
Tips on effectively managing changes
The FASB expects to issue new accounting standards in revenue, leases, financial instruments, financial statement presentation and other areas as it works to converge its standards with those of the IASB. Is your organization prepared to effectively manage these accounting standard changes?
After attending this 60-minute Webcast, you will be able to:
- Identify the three key milestones for the significant FASB/IASB convergence projects and SEC workplan and define potential effects on your organization
- Apply an iterative approach to rapidly implement accounting standard changes
- Identify mechanisms to improve your organization’s program and change management capabilities to support significant accounting standard changes
Presenters: Bartho Van Otterdyk – Jefferson Wells, Finance Operations Director
Bill Gienke – Jefferson Wells, Technical Market Intelligence Director
This is an intermediate-level; group, Internet-based Webcast event; as directed by NASBA, experience in management is required. There is no advanced preparation required for this event in the Management Advisory Services field of study.
Register Here! for our Webcast on March 25 from 10:00 am - 11:00 am (CT).
How can you proactively mitigate the financial risks of construction faced by Owners in today's economy?
You are invited to join Jefferson Wells for an informative session discussing the proactive mitigation of the financial risks of construction in today's economy. The current economy is profoundly affecting Project Owners' capital improvement programs and the construction industry as a whole. Fraud is increasing and budgets are tight. Regardless of contract type or the structure of the construction team, there are usually ways to improve the management and cost control of the project.
In this educational session, we'll discuss how the current economy has affected construction fraud and abuse, what types of fraud are most likely to occur today, other financial risks associated with Owners' construction projects and how to mitigate these risks through effective project controls and proactive contract terms.
This event will be facilitated by John Croy, Global Director of the Jefferson Wells Construction Services Center of Expertise.
This live session is designed for CFOs, Controllers, Internal Audit VPs, Directors and Managers and others involved with capital improvement programs, including the pricing of contract cost and insurance provisions.
This event qualifies for 2 CPE credits.
This is an intermediate-level event: as directed by NASBA, experience in internal audit required.
There is no advanced preparation required for this event.
8:00am - 8:30am - Introduction and Continental Breakfast
8:30am - 10:30am - Presentation and Discussion
Register Here! for our Forum in Vienna, VA on March 26 from 8:00 am - 10:30 am (ET).
GAM 2010 tracks will focus on "optimizing stakeholder relationships, high-performance solutions, leveraging leading practices, embracing a climate of dynamic change, and internal audit’s role in risk management." The conference is designed for chief audit executives, audit directors and senior management.
Stop by Booth #417 to register to win an iPod nano, learn more about our Risk Advisory services and receive a complimentary copy of two Jefferson Wells white papers - Internal Audit: From Corporate Policeman to Strategic Partner in GRC Success and Anti-Fraud Imperative: Fraud Risk Management is No Longer Optional.
Jefferson Wells is a Sponsor and Exhibitor - Booth #417
Learn More! about this conference in Orlando, FL on March 29-31.
Are you at risk for security attacks?
Is your Information Security program effective?
You are invited to an executive roundtable on information security. You'll receive insights on common security trends and issues and have the opportunity to interact with peers in a variety of industries. We'll also provide a variety of resources you can take with you, including the names of several industry publications and Internet links.
After attending this roundtable, you will be able to:
- Identify six common types of social engineering attacks that could affect your organization
- Apply six processes that will help you reduce your organization's security risks
- List three major benefits of a security life cycle, and explain how it can enhance and formalize the governance and effectiveness of your organization's information security management system (ISMS)
Presenter: Paul Rozek, CGEIT, Jefferson Wells Information Security Center of Expertise and Privacy and Regulatory Compliance Subject Matter Expert
This facilitated session is designed for Chief Operating Officers, Chief Information Officers, Chief Technology Officers, Chief Risk Officers, Chief Compliance Officers, and Chief Audit Executives.
This event qualifies for 3 CPE credits.
This is an intermediate-level event: as directed by NASBA, experience in or responsibility for security, IT or audit required. There is no advance preparation required for this event.
8:00am - 8:30am: Registration and Breakfast
8:30am - 11:45am: Presentation and Discussion
Register Here! for our Roundtable in Edina, MN on March 30 from 8:00 am - 11:45 am (CT).
The TEI 2010 Midyear Conference will provide "updates on legislative, regulatory, and judicial developments relating to federal, state & local, international, and Canadian taxation, as well as to analyze the effect of financial reporting developments on effective operation for corporate tax departments".
Jefferson Wells is a Gold Sponsor and Exhibitor.
Learn More! about this conference in Washington, D.C. on April 12-14.
Careers in Internal Audit
Dan and Carolyn Saint are leaders in the internal audit profession. Both have been Chief Audit Executives (CAEs) of Fortune 500 companies, and both have served in professional services firms. Today, Carolyn is the CAE of Lowes Corporation, and Dan is the Managing Director of Jefferson Wells, Great Lakes Region. Carolyn and Dan will discuss their success stories and offer their insights to succeeding in the internal audit profession. Whether you are starting your career in internal audit or are a seasoned professional, this presentation is for you. Join us and hear some perspectives on succeeding in your career.
Dan Saint, Jefferson Wells Managing Director, Great Lakes; and Carolyn Saint are presenting.
Learn More! about this event on April 13, 2010 from 4:00 pm – 7:30 pm (ET).
Bells and Whistles: What You Need to Know about Governance, Risk and Compliance Technology
In today’s economy, organizations are focused on process optimization and cost-reduction opportunities. For many, compliance initiatives are overly complex and highly redundant. GRC initiatives have been identified as solutions, but, often, they’re focused on the technology component rather than the reduction of the overall compliance efforts. This presentation will discuss practical approaches to implementing an effective GRC solution, integrating the appropriate technology with an efficient and optimized control structure. Only then can the technology bells and whistles offer insight and good governance.
Thomas P. McGovern, CISSP, Jefferson Wells Director, Business System Services Center of Expertise, is presenting. Thomas leads the Jefferson Wells Security and Controls Services and Governance, Risk and Compliance (GRC) practices. He has more than 15 years experience in IT and business process risk and control, ERP/enterprise software implementations, information security governance, privacy and large project management.
Learn More! about this conference in Philadelphia, PA on April 19, 2010.
Event Type- Conference
- Speaking Engagement
Join us at the ISACA North America Computer Audit, Control and Security (NA CACS) Conference and register to win an iPod nano!
Paul Rozek, CGEIT, Information Security Center of Expertise and Privacy and Regulatory Compliance Subject Matter Expert at Jefferson Wells will be presenting, "The Security Life Cycle - A New Trick to Audit that Old Challenge" on Tuesday, April 20, from 5:30pm - 6:00pm.
Rethinking your approach to auditing (or governing) your information security function?
Many firms struggle to align their information security strategic and tactical plans with their business and technology objectives. A Security Life Cycle (SLC) can provide a risk management framework to help address this challenge. Using an SLC can help ensure your information security function is well controlled over time, with the necessary processes and safeguards to reduce the risks of information disclosure or loss of integrity.
Join Jefferson Wells for a live presentation where we'll discuss:
- Various business and technology issues affecting information security
- An overview of the six-phase SLC
- Methods of integrating the SLC into your IT audit processes
- "Selling" IT management on the value of the SLC
Jefferson Wells is a Gold Sponsor and Exhibitor - Booth #219 and #221
Learn More! about this conference in Chicago, IL on April 20-21.
Event Type- Conference
- Speaking Engagement
Maximizing Your Profits
We will provide a top-down, holistic approach to identify major improvement opportunities related to revenue, expense, risk and your customers' experience — all focused on increasing your organization's profitability.
After attending this Webcast, you will be able to:
- Apply this high-level, holistic approach to your environment to positively impact your organization's profitability
- Focus on your institution's core processes to improve revenue, elevate your customers' experience, lower expenses and mitigate risk
- Apply three critical success factors/best practices that can help you achieve the most effective results
Presenter: Teresa Velk, Jefferson Wells Director of Finance and Accounting
This is an intermediate-level; group, Internet-based Webcast event; as directed by NASBA*, experience in management required. There is no advanced preparation required for this event in the Management Advisory Services field of study.
Register Here! for our Webcast on April 21 from 10:00 am - 11:00 am (CT).
Security Life Cycle – Transforming Your Information Security Management System
Businesses today need to align their Information Security Management Systems (ISMSs) with their organizations’ strategic business and technology objectives. Use of a Security Life Cycle (SLC) will promote and enhance ongoing collaboration, consistency and rational decision-making.
Join us to discuss:
- Business and technology issues that affect information security
- Strengths and differences between strategic and annual security planning
- The six-phase SLC
- Methods of applying the SLC to your firm’s operations
- “Selling” management on the SLC concept
Danny Shaw, CDP, PMP, HISP — Jefferson Wells Global Practice Director,
Information Security Center of Expertise
Learn More! about this conference in Washington, D.C. on April 21, 2010 from 5:00 pm – 7:30 pm (ET).
Event Type- Conference
- Speaking Engagement
Join us at the Institute of Internal Auditors (IIA) International Conference and register to win an iPod nano!
Patti Walker, Director, Business System Services Center of Expertise and Greg Zimmerman, Engagement Manager, Risk Advisory Services will be presenting, "Bells and Whistles: What you need to know about Governance, Risk and Compliance Technology" on Monday, June 7, from 10:15am - 11:30am.
Jefferson Wells is a Silver Sponsor and Exhibitor - Booth #517.
Learn More! about this conference in Atlanta, GA on June 6-9.
Event Type- Conference
- Speaking Engagement
Speaker: John Croy, Global Director of the Jefferson Wells Construction Services Center of Expertise
Speaker Topic: The Economy and Fraud - Their Affect on Capital Improvement Programs
Speaker Date/Time: September 20 from 12:30 pm - 1:45 pm (PT)
The current economy is profoundly affecting capital improvement programs and the construction industry as a whole. And the risk of fraud, waste and abuse has increased substantially. Does your organization have adequate controls to mitigate these risks?
During this session we'll discuss:
- The current economy's affect on construction fraud, waste and abuse
- The most common types of fraud
- How to mitigate the financial risks of a construction program
Learn More! about this Conference in Anaheim, CA on September 19-22.
Event Type- Conference
- Speaking Engagement