Sunday, July 6
 | | |||||||||||||||||
 | ||||||||||||||||||
| 8:00 a.m.-5:00 p.m. |
Fraud Awareness for CAE's and Management Lunch will be provided at Noon Hilton San Francisco
Cost
There is a maximum of 50 attendees for this session.
View a complete list of The IIA & Deloitte Fraud seminars Presenter: Mohammed Ahmed CPA, Senior Manager, Deloitte Financial Advisory Services, LLP Mohammed Ahmed specializes in providing antifraud programs and controls consulting services, and fraud investigation services to clients in various industries. He assists multinational companies with their antifraud programs and controls by conducting fraud awareness training and fraud brainstorming workshops, delivering fraud prevention best practice presentations, and assisting fraud risk assessment implementation. Ahmed has led fraud prevention consulting engagements, during which he was responsible for presenting findings and recommending actions to management. Ahmed speaks at events domestically and internationally on fraud risk management, both at Deloitte Touche Tohmatsu and at other organizations including the Society of Corporate Compliance and Ethics. Presenter: Toby J.F. Bishop CPA, CFE, FCA, Forensic & Dispute Services Partner, Deloitte Financial Advisory Services, LLP Toby Bishop is the director of the Deloitte Forensic Center and a partner in the Forensic & Dispute Services practice of Deloitte Financial Advisory Services LLP in Chicago. He is a contributing author and a member of the Board of Editors of Business Crimes Bulletin. In 2007 he was named one of Accounting Todays Top 100 Most Influential People in the Accounting Profession, his fifth appearance on the list. Mr. Bishop is the former president and chief executive officer of the Association of Certified Fraud Examiners, a thought leader in the area of fraud and co-author of the new IIA/AICPA/ACFE guidance paper Managing the Business Risk of Fraud: a practical guide. NOTE: Payment is required for this session. (8 CPEs) NASBA: Auditing | |||||||||||||||||
| ||||||||||||||||||
| 8:00 a.m.-12:00 p.m. |
Burning the Box© - Tapping into the Power of Individual and Group Creativity Hilton San Francisco
During this half day interactive workshop, participants will
Speaker: Bob Kodzis Bob Kodzis is a different kind of a professional. He's a creative catalyst, a master group facilitator, and a true artist with a marker and a flip chart. He's a business professional and consultant who finds creative ways to make complex and difficult processes fun and exciting. Bob is also president and founder of Flight of Ideas, Inc., a creative think-tank that helps groups to think out of the tank. Through Flight of Ideas, Inc., Bob's goal is to unleash group genius and spark fun wherever possible. Kodzis is a very experienced creative consultant, strategic planning consultant and marketing communications expert who works with boards, executives and organizations all over the US. He's a GallupTM trained marketing researcher and a national speaker on the topics of Unleashing Creativity, Creative Problem Solving, Innovation, Strategic Planning and Strategic Marketing and Branding. During the last 25 years, Bob has facilitated several hundred strategic planning retreats, leadership and creativity workshops, brainstorming sessions and focus groups. Bob loves working with a wide range of clients from dozens of industries; clients like Walt Disney Corporation, McKesson, American Hospital Association, Kennedy Space Center, the American Bar Association and the Institute of Internal Auditors. In addition to helping his clients to blaze new trails with Flight of Ideas, Bob is a writer and regular contributor to Create Magazine, a national publication focused on creativity and the creative arts. His regular feature "The Quest" is read in 20 markets throughout the US. Bob is also an award winning visual artist and a performer, improviser and host at Orlando's SAK Comedy Lab. Pre Registration is required. Capacity: 200 attendees (4 CPEs) NASBA: Personal Development | |||||||||||||||||
| ||||||||||||||||||
| 8:00 a.m.-5:00 p.m. |
IT Audit Research Topic Symposium Hilton San Francisco
The IIA Research Foundation and The IIA's Advanced Technology Committee will host the 3rd IT Audit Research symposium for scholars, researchers, educators, and practitioners from around the world. The purpose of the symposium is to discuss potential solutions for significant IT audit issues. The topics to be discussed this year include:
There will also be a presentation of the findings from the research project on leveraging IT controls to improve IT operating performance (2006 symposium), and an update on the study of how internal auditors can improve the success rate of system development projects (2007 symposium). In addition, participants will have an opportunity to provide input on the research projects and top IT audit challenges via an interactive voting pads. The result will be shared, discussed, and used for future research and technology guidance topics. Conference participants are invited to observe this session; however seating is limited and pre-registration is required. Capacity: 50 attendees Up to 7.5 CPEs hours are available NASBA: Auditing | |||||||||||||||||
| ||||||||||||||||||
| 1:00-2:30 p.m. |
Brand You Hilton San Francisco
This session is geared toward anyone who wants to turbo charge their career path, get a promotion, or get ready to find the perfect position for them. International Accounts Payable Professionals, Inc. CEO, Tom Bohn, discusses how important it is to carefully create a 'personal brand' and aggressively market it like Starbucks or Apple in order to get ahead in an ultra-competitive job market. Walk away from this powerful session with easy-to-use ideas and tools on how you can elevate your status in the workplace by developing BRAND YOU! Speaker: Thomas M. Bohn Thomas M. Bohn, CAE is a self-described "consummate Gen X-er" who began his passion for generational management and branding issues as part of his MBA thesis at The University of Central Florida. He frequently speaks to groups on generational perspectives, branding and leadership topics and has authored several articles on the subjects for various association publications. Prior to accepting his the role as CEO and Executive Director of International Accounts Payable Professionals, Inc. (IAPP), Tom most recently served as the Vice President of Educational Programs at The Institute of Internal Auditors. During his five year tenure at The IIA, Tom oversaw the growth of The IIA membership from 125,000 to over 175,000 today. Bohn is a Certified Association Executive with over 16 years of local, national and international association experience. Pre Registration is required. Capacity: 80 attendees (1.5 CPEs) NASBA: Personal Development | |||||||||||||||||
| ||||||||||||||||||
| 2:00-4:30 p.m. |
Global Benchmarking Forum: Emerging Issues and Practices Hilton San Francisco
Come sit down with international peers and use Global Audit Information Network (GAIN) data to discuss emerging issues and practices. This forum will provide you with the unique opportunity to develop responses to emerging issues, compare best practices, and improve your internal audit activity. We will use a "coffee talk" format for this session which allows participants to interact closely in an informal environment talking about the issues that matter most. Why is this important? Internal audit activities struggle to determine whether they are on track, implementing best practices, and adding value. Evaluating this is difficult without knowing what other organizations are doing. Come together to discuss a variety of topics, which could include:
Share best practices. Learn from your peers. Find your direction. Facilitator: Don Espersen Don Espersen is an independent internal audit advisor based in St. Paul, MN. His firm specializes in the design and delivery of customized training programs and internal audit quality improvement activities. Espersen has worked with client groups in Asia, Canada, Europe, Mexico, the Middle East, South America, and the United States. He is a member of the Board of Research & Educational Advisors and is co-editor of Internal Auditor's Risk Watch column. Espersen is also an IIA Distinguished Faculty Member, teaches The IIA's Internal Audit Quality Assessment seminars, and conducts external quality assurance reviews for The IIA. Pre Registration is required. Capacity: 200 attendees (3 CPEs) NASBA: Auditing | |||||||||||||||||
| ||||||||||||||||||
| 3:00-4:30 p.m. |
Practical Steps for Sustainable Audit Analytics Hilton San Francisco
Technology is the backbone of audit analytics initiatives, but an effective program relies on people and processes to effectively meet audit goals and achieve audit analytics objectives. More than ever, audit departments need to use audit analytics strategically to add value to the organization. Find out how to realize a sustainable audit analytics program by building a foundation for success. This session will help you kick-start your audit analytics program with tactical steps that you can put into action right away. Learn how to:
Speaker: Peter Millar Peter Millar is the Director, Product Marketing, at ACL Services Ltd. Peter is responsible for all product marketing programs and efforts on behalf of ACL. Peter has over 18 years' experience in the high tech industry in various software and systems integration companies. His responsibilities have spanned program management, marketing and sales, operations, and product development. Peter is an accomplished speaker, having conducted numerous presentations at conferences and seminars in the Americas, Europe, Africa and Australasia. Peter sits on the Advanced Technology Committee of The Institute of Internal Auditors. Pre Registration is required. Capacity: 80 attendees (1.5 CPEs) NASBA: Computer Science | |||||||||||||||||
Wednesday, July 9
| | ||||||||||
| |||||||||||
| 1:00-3:00 p.m. |
Government Auditors Forum Hilton San Francisco
Marketing Internal Audit Internal audit departments are facing significant new challenges and opportunities regarding their role. Most public sector internal audit functions are enshrined in legislative requirements. The question is, do we as public sector auditors need a marketing strategy to "sell" our services to management? Some areas for consideration include the following:
Join us at this government forum to listen to a panel of speakers discussing their experiences in developing a marketing plan and have the opportunity for colleagues to share their success stories as well as their failures. Speakers: Ms Libby MacRae, Mr. Andrew Cox, and Mr. Neville Moo Ms Libby MacRae is currently working on the Capability Maturity Model; Mr. Andrew Cox, Manager, Technical and Quality Services, IIA - Australia, is acknowledged as a leader in Australia on quality assurance and improvement of internal audit activities in organizations, both in the public and private sectors; and Mr. Neville Moo, Director, Internal Audit, Department of Education, Training and the Arts in Queensland, Australia; an organization with over 80,000 employees and revenues in excess of $5.5B per annum. Mr. Moo has successfully implemented a marketing strategy for his audit group such that they provide outsourced audit services to other government departments and statutory authorities on a fee for service basis. Pre Registration is required. Capacity: 100 attendees (2 CPEs) NASBA: Auditing (Governmental) | ||||||||||
| |||||||||||
| 1:00-4:00 p.m. |
From U.S. GAAP and national reporting standards to IFRS: new challenges facing public companies around the world. Hilton San Francisco
Across the world companies are transitioning to International Financial Reporting Standards. As a result of recent SEC developments, some foreign filers are already permitted and U.S. companies may soon be permitted to prepare financial statements using International Financial Reporting Standards (IFRS) in lieu of U.S. Generally Accepted Accounting Principles (GAAP). This session will help you keep up with the challenges of this possible optional or mandatory conversion. You will get an overview of the major differences between the IFRS and US GAAP, benefit from the experience of companies that have completed or in the process of completing conversion, and understand the pervasive effect this conversion will have on people, processes, systems. The session aims to present an overview of the current status of IFRS globally:
Speaker: Karl-Ludwig W. Soll Karl-Ludwig W. Soll, CPA, ACCA DipIFR, is the KPMG Director, Transaction Services - Global Conversion Services, New York. He is a member of the American Institute of Certified Public Accountants (AICPA), Institut der Wirtschaftprüfer Deutschland (IDW - German Institute of Certified Public Accountants), and Project Management Institute (PMI). Karl-Ludwig has 16 years of experience providing audit and advisory services in Europe and the Americas. He has managed accounting and financial reporting related engagements of all types including accounting conversions, initial public offerings in the U.S. and Europe, organizational restructuring, corporate acquisitions and financial statement audits. Karl-Ludwig was also a member of KPMG's International Financial Reporting Group (IFRG) in London focusing on the implementation of International Financial Reporting Standards. The IFRG is KPMG's international department of professional practice for IFRS. He joined KPMG LLP in 1999 after seven years of audit and advisory services in Germany where he was certified as an auditor and tax adviser (Wirtschaftsprüfer & Steuerberater). Karl-Ludwig is a frequent speaker on the subject of IFRS conversion and IPO preparation for external and KPMG internal audiences. Pre Registration is required. Capacity: 200 attendees (3.5 CPEs) NASBA: Auditing | ||||||||||
|
