Free (Virtual) Internal Controls to Avoid, Misuse of Assets, Audit procedures in Tasks

Tues August 18th
(Register below to get the Zoom Link to the meeting-mailed out 1 day and 2 hours before)

Networking: 5:30 to 6pm Virtual Networking

Virtual Speaker:
6:00 to 7:45pm-  Brian Gregory, CPA, CIA, Senior Managing Director, CBIZ Risk & Advisory, LLC

1 hour CPE- Field of Study : Audit (Technical): Planning and Supervision

Topic: What CFO/Controller should know about creating an effective control environment around their most critical assets by Brian Gregory, CPA, CIA, Senior Managing Director, CBIZ Risk & Advisory, LLC

Details: We plan to cover what all CFOs and Controllers should know about creating an effective control environment. Our discussion will focus on a company’s and organization’s most critical assets and how an effective control environment can protect them from fraud and abuse. In addition, we will discuss how establishing an effective Enterprise Risk Management process can help organizations manage risks and identify opportunities to help them achieve their goals and key objectives.

Bio: Brian Gregory is the Senior Managing Director of the Risk & Advisory Services national practice for CBIZ, Inc. He served as a consultant to both public and private organizations in the areas of risk assessments, internal audit planning, Sarbanes-Oxley compliance, and fraud investigations. Brian has over 20 years of financial management, consulting, and audit experience. During his time at CBIZ and prior to that as Director of Audit for Scott Fetzer, Brian transformed two underperforming internal audit departments into world class functions. This transformation included the modification to risk assessment methodology, implementation of formal policies and procedures, electronic workpapers, review of Information Technology infrastructure, and establishment of an anti-fraud program.  

Learning Objectives:

1. Creating an effective Control Environment

2. Using a Control Environment to protect from fraud and abuse

3. How to establish an effective Enterprise Risk Management process

Photography: By registering for this event, you agree and acknowledge that IMA® (Institute of Management Accountants) along with its partners, subcontractors, or affiliates plan to take photographs at the AZ Valley of the Sun Chapter event or reproduction in educational, news, or promotional material, whether in print, electronic, or other media including IMA and IMA’s affiliate partner websites. By participating in the AZ Valley of the Sun Chapter event you grant IMA and any of its designated subcontractors, partners, or affiliates the right to your name and image (both photographs) for such purposes.

Liability Waiver: By registering for this event, you agree and acknowledge that you are undertaking participation in IMA® (Institute of Management Accountants) events and activities as your own free and intentional act, and you are fully aware that possible physical injury might occur to you as a result of your participation in these events. You give this acknowledgement freely and knowingly and that you are able to participate in IMA events, and you do hereby assume responsibility for your own well-being.

Location

Virtual

Location

Online Instructions: (Register below to get the Link to the meeting-mailed out 1 day and 2 hours before)