We are back for another seminar for a chance to learn and network!

We are happy to announce that we have the first in-person IIA seminar since COVID, co-hosted by Deloitte. Come join us for this one-day seminar that will comprise of a 8-hour session for internal audit and compliance professionals, plus lots of networking opportunities (with complimentary breakfast, lunch and Happy Hour being offered during the seminar)! This seminar is eligible for 8 CPE credits.

Please feel free to extend this invitation to your friends and colleagues; we welcome them to join us for this seminar.

 

Agenda

Time	Location	Topic	Presenter	Organization
8:00-8:20	Deloitte Office - 09N004-D	Check-in & Breakfast
8:20-8:30		Opening	Elaine Hua Liu, IA Senior Manager Farhan Zahid, VP, Internal Audit & Enterprise Risk	Deloitte Generate
8:30-9:00		Latest Cyber Threat Updates, and leading practices over vulnerability, threat and patch management	Elaine Hua Liu, IA Senior Manager	Deloitte
9:00-10:00		Technology governance	Jaydeep Palkar, IA Senior Manager	Visa
10:00-11:00		Hot topics updates and what IA should do: new SEC disclosure rule, Zerotrust, and more	Lee Lan Yip, Cyber Specialist Leader	Deloitte
11:00-12:30		Building an IA Dream Team - Panel Discussion	Farhan Zahid, VP, Internal Audit & Enterprise Risk Deb Lu, Deputy CAE Thierry Dessange, VP, IT Internal Audit Homa Saghafi, VP, Internal Audit & Enterprise Risk	Generate Coastal Bank JPMC Oscar Health
12:30-1:00		Lunch Break
1:00-2:00		Data Analytics: Assessing Risk on Key Performance Indicators and Metrics	Jiaxi Wu, IA Senior Manager	Deloitte
2:00-3:00		Emerging Technology Update: AI risk management and consideration for Internal Audit	Chris Drenga, IA Managing Director Jiaxi Wu, IA Senior Manager	Deloitte
3:00-4:00		Multiplying Internal Audit's Effectiveness in Mitigating Cyber Risks	Grant Ostler, Industry Principal	Workiva
4:00-5:00		IT Asset Management Trends	Erwin Yuen, Cyber Managing Director Craig Koon, Cyber Specialist Master	Deloitte
5:00-7:30	International Smoke	Happy Hour (Sponsored by Workiva)

 

Learning Objectives

After attending this seminar, participants should be able to:

• Determine leading practices over vulnerability, threat and patch management and how to apply these to their control environment.
• Revisit of the concept of technology governance, gain an understanding of the framework and drivers for an effective governance as well as the key risk consideration for IT internal audit.
• Understand applicability of the latest SEC regulations related to cybersecurity disclosure as well as Zero Trust Architecture and their potential impact on the organization and examine how the internal audit function can improve communications with internal IT stakeholders regarding cybersecurity risks.
• Panel discussion on how an effective staff development program should look like, and how to develop and retain staff and leverage your development program in hiring high potential team members and many more. 
• Understand how to apply data analytics to assess risks on key performance indicators and metrics.
• Be knowledgeable of the current AI technology landscape, able to articulate the AI opportunities, limitations, and risks for assessment.
• Investigate the apparent disconnect between internal audit’s assessment of cyber and other IT risks and the level of resources allocated by audit to those risks and explore opportunities for internal audit to increase its effectiveness in both validating cyber risks and providing assurance regarding the effectiveness of cyber controls intended to mitigate them.
• Outline IT asset management (ITAM) trends, including potential control gaps in the IT asset management process and understand how to leverage the leading ITAM framework to execute assessments over the ITAM process.  

 

Continuing Professional Education (CPE)

CPE credit: 8 (Auditing)

In order to be awarded the full credits, you must respond to polling questions during the event. Eligibility and awarding of CPE is determined after the program. CPE certificates are expected to be distributed within 2 weeks after the event.

Field of study (FOS):  Auditing (FOS Code is subject to change upon review)

 

Location

Deloitte office - 9^th Floor (09N004-D), 555 Mission Street, San Francisco, CA

Please bring your ID and check in at the front desk of the building (floor 1) once arrived. All the registrants will be escorted to the 9th floor where the event is held. 

 

Pricing Details (Breakfast, Lunch and Happy Hour included)

• $30 - IIA Members
• $40 - Non-Members
• $20 - Students

Requests for refunds must be received in writing at least 24 hours prior to the event. No refunds will be granted on the day(s) of the event.

 

Additional Information

Prerequisites: None.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based – In-Person Event (Instructor-led)

All times are displayed in your local time zone.

 

Contact, Support and Complaint Resolution

Any questions with this seminar or any of our administrative policies and procedures, (including refunds, complaint resolution and/or event cancellations) should be emailed to iia.sfchapter@gmail.com.

 

The San Francisco Chapter of the Institute of Internal Auditors 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.nasbaregistry.org.