Experis Finance is pleased to announce the first of our Hot Topics Series for Chief Audit Executives and their teams. Our goal is to provide you with a series of webinars that provide practical insights on topics of interest to internal audit professionals. Our first session will cover Agility and preparing for Robotic Process Automation.
The webinar will provide participants with the following learning objectives:
•Define Agility in the context of Internal Audit
•Share pragmatic insights in how to define and execute an Agile transformation
•Discuss RPA and in practical terms as companies begin to assess, plan and implement
•Highlight the role of audit in assessing the overall RPA plan
•Link the opportunities of RPA to the concepts of Agile Auditing
Tim Lietz – CIA, CRMA, MBA
Regional Director, Risk Advisory Services
Ed Williams CIA, CRMA
Sr. Manager, Risk Advisory Services
Managing operational resilience in today’s digital environment is extremely challenging, whether your organization is public, private or governmental. In response to the continued growth of cyber-attacks, many organizations have decided it’s time to focus more of their efforts on cyber resiliency. This approach to proactively dealing with the potential outcome of cyber-attacks increases the organization’s awareness of the potential impacts and costs, and enables them to take actions that reduce the overall risk to the organization, minimize the impact of cyber-attacks, and more predictably ensure the continuity of essential services.
This webinar will provide a high-level overview of cyber resiliency and explore the following aspects of cyber resiliency:
• Where cyber resiliency differs from traditional business continuity management
• How to determine your organization's need for cyber resiliency
• Practical ways to assess your current and future organizational exposure
• Who should be involved in cyber resiliency
• What are some practice steps to begin implementing a cyber resiliency program
Whether or not you have embraced a formal cyber resiliency program, this session will provide some practical advice on what cyber resiliency is, how to incorporate it in your organization’s overall business continuity management efforts, and what cyber resiliency can mean to improving your organization’s ability to withstand a cyber attack.
Stephen Head, CPA, CISSP, CISM, CBCP
Sr. Manager - Risk Advisory Services
Director, Information Security Center of Expertise
Experis US, Inc.
Director, Risk Advisory Services
Tax risk extends well beyond the financial statement impact. In today’s complex business environment, organizations must take a closer look at their tax risks to ensure there’s a solid framework in place to identify, measure and control risk and opportunities consistently and cost effectively.
Join us to learn ways to improve the audit of tax risks in your organization. This session will be led by two members of the Experis leadership team who have extensive experience in corporate taxation and internal audit.
During this one-hour webinar, our experts will:
• Explain how to identify and assess potential tax risks faced by many corporations.
• Discuss strategies to ensure effective risk oversight.
• Outline solutions internal audit departments can employ to better manage tax risk.
During this session, we will discuss how identifying risks and weaknesses in the procurement and contract process can result in reduced costs, recovered savings and corporate governance. You will learn how to identify differences between the contracted commercial teams and what is actually invoiced by vendors using a proven four-phased approach, data mining and other techniques to accentuate manual efforts. You also will discover how to embed controls and recover real dollars through an in-depth review of your procurement process and contracts.
This webinar features George Albarelli, Director of Risk Advisory Services, and Bill Consolie, Global Practice Leader of Construction Services. They will:
•Provide background and perspective on procurement contract compliance efforts
•Demonstrate how to identify contract risks and weaknesses in the procurement and contract process
•Introduce processes that could reduce overpayments
•Share how to imbed controls and recover real dollars
In addition to the above, the presenters will highlight specific aspects of contract compliance as it relates to construction. Specifically, they will emphasize:
•Cash management / cash flow
Presented by George Albarelli, RAS Director, and Bill Consolie, Practice Leader-Construction Services, both of Experis Finance.
IT leaders are increasingly uncovering the value of soft skills within their workforce. They’re telling us that soft skills—specifically communication and collaboration skills—can be as important as some technical competencies. What is causing increasing demands for soft skills in IT talent? How do IT leaders assess the soft skills of new recruits? Can these skills be developed in existing employees?
During this webinar, you’ll hear experts from Experis and Right Management discuss the need for improved soft skills within today’s IT workforce and how IT leaders can ensure their workforce has the skills required to succeed in today’s world of work.
By participating in this webinar, you will:
Understand the increasing importance of communication and collaboration skills in IT roles today
Gain greater insight from workforce experts about how to assess new IT recruits for soft skill proficiency
Learn best-practice strategies for developing communication and collaboration skills within your team
* NOTE: This event qualifies for 1 CPE credit.
Experis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Should this course need to be cancelled or rescheduled by Experis, a 24-hour notice will be provided. For more information regarding administrative policies such as complaint and refund, contact Learning & Development at 414-319-3400.
Managing cyber risk in today’s digital environment is extremely challenging, whether your organization is public, private or governmental. In response to the growing frequency and severity of cyber-attacks, many organizations have decided it’s time to focus more of their efforts on cyber risk, starting with a cyber risk assessment. This approach to proactively dealing with the risk of cyber-attacks increases the organization’s awareness of the potential impacts and costs, and enables them to take actions that reduce the overall risk to the organization, minimize the impact of cyber-attacks, and more predictably ensure the continuity of essential services.
This webinar will provide a high-level overview of assessing cyber risk and explore the following:
•Threats and root causes of breaches
•The changing regulatory landscape
•Security frameworks and tools
•Practical ways to assess your risk and organizational exposure
•Key elements of a successful cyber risk management program
Whether or not you have embraced a formal cyber risk management program, this session will provide practical advice on the evolving nature of cyber risk management, how to develop and incorporate an assessment process into your organization’s overall risk management efforts, and how cyber risk management can improve your organization’s ability to withstand a cyber-attack.
Along with the innovations of technology, the careers that go with it have evolved, especially when it comes to Quality Assurance (QA), general knowledge, and development of the products we use for business. Behold the new and improved Software Development Engineer in Test or SDET – architect, constructor, surveyor, and tester.
The industry today has awakened to the fact that testing is actually more important than programming. Testing software applications requires a bigger budget for tools and resources compared to programming. Every organization today is hunting for the best possible talent. Earlier software developers used to write code and testers checked it for quality. This won’t suffice today. Software Development Engineers in Test (SDETs) are skilled professionals who are adept in the arena of both QA Engineering and Software Development.
Armed with specialized testing knowledge of multiple tools, techniques, best practices, and processes, SDETs today have become a crucial part of development ecosystems. Based on their development experience, knowledge of technical architecture and design, and their programming skills SDETs are required to write code to test the code written by developers.
•A solid overview of the Software Development Engineer in Test (SDET) role – What is an SDET? What's the difference between a tester and an SDET? Duties and Responsibilities of SDETs.
•When do you need an SDET vs. Tester?
•The shortage of testing skills in all stages of Agile projects has to be addressed to avoid testing being a bottleneck in development.
•The SDET role provides a way of achieving a balance between velocity and quality – allowing organizations to take Agile and DevOps deeper into the Enterprise.
Issued by the FASB in 2016, the implementation dates for CECL (Current Expected Credit Loss) are approaching and it is essential that appropriate planning and implementation tasks start soon so that banks can be assured of meeting key milestones, most notable the objective of running parallel calculations for the year preceding the go live date. Proper CECL planning is a multi-discipline effort, requiring the time and effort of many of each bank’s accounting, risk and IT groups.
This informative webinar will provide a practical overview of planning and implementation considerations facing smaller, less complex financial institutions, including coverage of the following topics:
•Description of the CECL standard and comparison to the existing Incurred Loss Method (we will focus our discussion on the impact to the ALLL account)
•Review of key planning and implementation tasks including guidance needed to establish timelines, key decisions that need to be made and how to leverage existing processes
•Update on recent CECL developments including regulatory guidance on potential capital treatment and a description of the proposed auditing standard covering estimates
Our presenters will share their perspectives and industry experience:
C. Michael Baron (CIA, CISA, CFSA, AMLP)
Regional Practice Director, Financial Services – Northeast
Engagement Manager, Financial Services – Midwest
John R. Fleming
Technical Accounting SME, Financial Services - Northeast
The Internet has brought about dramatic changes in the structure, methods and operational capabilities of businesses, and how they interact with their customers, suppliers and communities. Along with the business benefits of the technological advances has come a demand for better security governance, operational risk and performance information to support business decisions and resource allocations. Unfortunately, many security metrics become shelfware or are routinely ignored because the recipients find little value in the measures, metrics and other report contents they routinely receive.
This session will:
•describe the various types and uses of metrics
•establish some common attributes of meaningful metrics
•discuss the importance of differentiating metrics by audience
•describe a process for developing meaningful metrics
•discuss the importance of performing periodic reviews and updates.
Participants will gain a better understanding of meaningful security metrics and be able to:
•Recognize some common impediments that prevent metrics from providing value
•Move beyond the metrics status quo to a portfolio of meaningful metrics
•Discriminate the security metrics provided based on audience attributes and needs
Join Experis for a complimentary, virtual panel webinar focused on the current information security talent climate and steps organizations can take to better protect themselves.
It is no longer a question of whether a security breach will happen, it’s a question of “when” and “how much”. In this engaging webinar, host and moderator Jill Harlamert, Vice President of Experis Project Solutions, will engage panelists in discussion on key topics related to protecting your organization in a talent-scarce market.
Our featured panelists:
Debra Banning, Vice President, Experis Information Security Practice
Christopher Davis, Ph.D., Interim Provost & Vice President, Western International University
Scott Frost, Chief Information Security Officer, Belk
Steven Jarboe, Senior Manager, Accenture Federal Systems
After this hour-long virtual panel discussion, you'll walk away with:
• The latest expert perspectives on information security talent today
• Short-term steps to better protect your organization
• Long-term solutions needed to address information security talent shortages
This event qualifies for 1 CPE credit. No advanced preparation or prerequisites are needed to attend this live session. This event applies to the Management Advisory Services field of study.
Experis is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
Should this course need to be cancelled or rescheduled by Experis, a 24-hour notice will be provided. For more information regarding administrative policies such as complaint and refund, contact Learning & Development at 414-319-3400.
The Millennial Generation is one of the five generations in today's workforce and now, also the largest! Learn what motivates this powerful generation as they move into leadership roles and mold the future direction of organizations they work within.
This informative webinar will provide an in-depth look at the Millennial workforce and cover the following aspects of this new generation:
•A look at the five generations interacting in today's workforce
•An overview of Millennial Generation characteristics
•Management tips for all generations to consider
•Current examples of leading and mentoring Millennials
Whether you lead Millennials today, have them as teammates or colleagues, or you report to one, this session provides insight into what motivates this powerful generation and the ways they will change our workforce over the coming years.
Adding year-end tax activities to an already full plate increases the pressure on you and your tax team. Corporations continue to face challenges in developing their year-end tax provisions. In addition, financial statement auditors will be scrutinizing corporate income taxes like never before. This webinar is designed to update attendees on important considerations for year-end financial statement reporting under ASC-740.
During this webinar, our experts will:
• Discuss how to apply recent tax accounting developments in Federal, State and International tax to your year-end tax provisions
• Describe the potential effect of the final Repairs and Maintenance regulations on your tax provisions
•Share new reporting guidelines for UTP under ASU 2013-11
•Recap key corporate tax provisions of the American Tax Relief Act of 2012
• Refresh your understanding of valuation allowance considerations
• Identify critical tax issues governing state and local and international tax considerations
It happens every day – someone in the office brings in the latest smartphone, tablet or other computing device and wants it connected to the network. The proliferations of Smart Phones, and other mobile computing devices, along with the stumbles of some leading device manufacturers with mobile device security, have challenged the notion that we are capable of staying ahead of the curve.
Organizations that look objectively at the issues can deal with this technology explosion like any other new business risk. By evaluating the pros and cons, organizations can better understand the potential pitfalls, develop a rational plan to take advantage of opportunities and tame the BYOD beast.
This webinar will explore some key aspects of the evolving BYOD debate:
• Identify the potential impacts of some less obvious risks and rewards associated with BYOD devices
• Explore BYOD's intersections with cloud services and social networks
• Discuss some of the ways organizations should rethink their audit and internal control functions to better capture and report on BYOD risks
After participating in this webinar, you will be able to:
• Understand how the evolution of new devices can impact almost every organization's IT, security and risk postures
• Identify key reasons why organizations should get involved and not stay on the sidelines with respect to BYOD
• Become more proactive in managing BYOD in your environment
The Consumer Financial Protection Bureau (CFPB) and other regulators are intensifying their evaluation and expectations for Financial Institutions’ internal audit and compliance functions. In addition, organizations will be subject to a slate of new mortgage rules that go into effect in early January. Financial institutions need to understand these changes in order to meet increased regulatory expectations.
During this webinar, we'll highlight key regulatory trends and provide pragmatic insights for most common risk and compliance management practices.
After participating in this webinar, you'll be able to:
• Describe mortgage guidance and rule modifications released by the CFPB in the last few months
• Prioritize key areas of focus for implementation of mortgage rules
• Identify emerging regulatory audit trends and pressures
• Articulate key areas of focus for your 2014 audit plan
• Develop action steps to strengthen your overall internal audit and compliance functions
Assessment and implementation of the new revenue recognition standard is in full force and moving beyond the assessment phase for many companies. This webinar will provide a high-level summary of the new revenue recognition standard focusing on implementation considerations including tax and internal control documentation and procedures, as well as disclosure requirements and examples of the new significant footnote disclosures. This webinar will go beyond the debits and credits and into specific areas that companies should focus on as they move toward the adoption date. The presenters will share their perspectives gained and other issues noted when advising clients on their assessment and implementations as well as noted within industry guidance.
Pam Henry, CPA, CGMA; Director - Finance and Accounting
Ladonna Johnson, CPA; Engagement Manager – Technical Accounting
The Foreign Corrupt Practice Act (FCPA) is here to stay. So, too, is the expanding landscape of anti-corruption regulations, enforcement and media scrutiny around the world. Today, more than ever, companies operating domestically and internationally should understand their corruption risks and have effective programs in place to mitigate those risks. This webinar goes beyond an overview of the FCPA to a practice discussion of what your organization can do to help provide senior leadership, the Board, investors, customers and other stakeholders assurance your company is operating ethically and corruption-free across the globe.
After attending this webinar, you will be able to:
•Describe the ever changing landscape of anti-corruption legislation and enforcement around the globe
•Help your organization assess the design and effectiveness of your existing FCPA and global anti-corruption programs against regulatory requirements and leading compliance practices
•Develop a comprehensive global anti-corruption risk assessment model tailored and scaled to fit your organization
•Learn of various tools and resources available to assist in your global anti-corruption compliance efforts
•Understand the specific and unique risk landscape of doing business in China
This presentation will examine some notorious attacks, explore factors that lead to successful attacks, and discuss significant issues and circumstances that lead to successful breaches.Read more >
Regulators acknowledge the risks associated with vendor relationships and have demanded that business leaders monitor and take responsibility for the actions of their vendors through various laws and standards such as the Sarbanes-Oxley Act, the Gramm-Leach-Bliley Act, the FCPA, the Health Insurance Portability and Accountability Act, as well as the Payment Card Industry Data Security Standard (PCI DSS) requirements and CFPB guidance.
Consequently, vendor management is currently at the forefront of organizational risk management priorities and Internal Audit needs to address vendor management and third party risk in their audit planning and execution.
In this presentation, you will:
- Gain an understanding of the potential risks that may arise from the use of third party service providers
- Identify the basic elements of an effective third party risk management program
Why is Business Continuity Management (BCM) relevant to your organization? BCM is most relevant to organizations seeking to mitigate exposure to emerging global risk and trends. Learn the "value added" role of Internal Audit.
After attending this webinar, you will be able to:
•Understand the importance of Business Continuity Management to your organization
•Discover the emerging global risks and trends that could impact the viability of your organization
•Learn the "value added" role of Internal Audit as it relates to Business Continuity Management
Financial institutions face regulatory change and pressure from many directions. Managing in the environment requires more than a nimbleness to respond. Organizations need to meet current requirements while simultaneously building efficient compliance structures that can be sustained over time.
Join us as we provide real-world examples of how to address these challenges in Audit, AML/BSA operations and financial reporting. After participating in this 60-minute session, you'll be able to:
• Apply real-world lessons for meeting current and rapidly changing requirements from a General Auditor who has met these challenges
• Describe how to deploy AML risk assessments, program governance and systems validations to strengthen required programs, and
• Identify the impact of the new revenue recognition accounting standard and other recent changes to GAAP and leverage a simple, practical approach to implementing the new financial reporting requirements.
1. Janine Pappas, General Auditor, EverBank
2. Robert Colatarci, Engagement Manager, AML/BSA Team Leader
3. Michelle Search, National Director, Technical Accounting & Financial Reporting, Experis
Year-end tax activities can be overwhelming and put extra stress on you and your tax team. Corporations are often challenged to clarify what their priorities need to be when planning for year-end tax activities. As 2016 comes to a close, there are a number of important items that should be taken into consideration as part of your planning efforts. This 60-minute webinar will update participants on the latest federal, state and international tax developments.
By attending this session, participants will:
-International Tax - Learn about international tax updates including BEPS and, in particular, the impact of Country by Country reporting on compliance and reporting obligations as well as Global Indirect Tax (VAT/GST) updates
-Federal Tax - Understand the latest developments and changes in federal tax including section 179 and bonus depreciation, deductions which were made permanent or extended via tax extenders bill, and other major developments for business entities
-State and Local Tax - Be aware of critical state income, sales and use tax legislative modifications and case that may impact your business
The subject of auditing Corporate Culture is gaining a higher level of visibility among board and audit committee members in response to increased concern among regulators and investors. There is a clear "Expectation Gap" that exists between management, boards and third parties as it relates to management ownership of internal controls.
The topic goes well beyond the assessment of entity level controls and the discussion of Tone at the Top associated with review of regulatory compliance, ICFR and COSO 2013. The presenter will share his perspectives gained over a 30 year career on the topic of educating management as to its responsibilities regarding promoting an effective system of internal controls.
This webinar features Alec Arons, National Practice Leader, Risk Advisory Services. He will:
- Provide background and perspective on the underlying regulations and expectations
- Discuss lessons learned from the implementation of COSO 2013 and the 2015 PCAOB inspection process relating to the expectation gap
- Introduce the topic of soft controls and define indicators of good culture
- Introduce tools to perform an assessment of corporate culture
- Share practical recommendations to address performing an audit
- Review the role of the Audit Committee in evaluating corporate culture
Financial regulation and risk management requirements continue to consume an ever-expanding portion of institutional’ time and resources. While financial institutions need to meet these requirements, many want to move beyond them and instead focus their efforts on improving efficiency and delivering business results. To accomplish this, financial institutions need to develop strategies that enable them to embed risk and compliance into their day-to-day operations to meet compliance requirements AND improve business performance.
Join us to learn how risk and compliance can drive business value and provide lasting performance enhancements to both your business and your customers. We’ll also share survey results gathered by Experis and examples from a variety of institution types and sizes.
After participating in this 60-minute session, you'll be able to:
• Describe leading risk and compliance practices and benchmarks,
• Apply a Responsible, Accountable, Consulted, and Informed (RACI) matrix to clearly articulate roles across the three lines of defense,
• Identify key factors for addressing new and emerging regulations, and
• Link your risk management and compliance programs to business objectives.
Join Experis for a discussion about how Meaningful Use (MU) legislation within the HITECH Act has shaped the foundation and paved a path for Healthcare transformation. We will examine how current transformation efforts build a framework for broad strategic care delivery now and in the future.
By attending this Roundtable you will be able to:
• Understand the legislation and emerging payment models involved in healthcare delivery transformation
• Recognize how current transformation efforts effect healthcare delivery
• Appreciate the ultimate goal of population health management, and the role of healthcare IT as an enabling partner