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Presents:

Audit Hot Topics

Friday, September 18, 2020

                            Sessions and Speaker Details                                   

AGENDA

The conference will begin at 8:30am and it is recommended to log in to the virtual event at least 10-15 minutes prior.

• 8:30am –  Opening Remarks, Anthony Cervoni, LI Chapter President
• 8:45am –  CAE Roundtable - Internal Audit and COVID
• 10:15am  – Break
• 10:30am –  Developing Risk Assessments during a Pandemic
• 11:45am  – Break
• 12:00pm – Return to Work and the Workforce of the Future
• 1:00pm –  Lunch
• 2:00pm –  Business Continuity Management - Finance and Accounting Pandemic Response
• 3:00pm  –  Break
• 3:15pm –  Fire Up So You Don't Burnout - How to Prevent, Breakthrough and Extinguish Burnout
• 5:00pm –  End

CAE Roundtable

Mark Martinelli, CPA, CGMA, CAMS

Mark Martinelli is EVP and Chief Audit Executive of Synchrony, one of the nation’s premier consumer financial services companies, which he built after the company’s separation from GE in 2015. Prior to Synchrony, Mark had a twenty-year career at HSBC in the US where he was SEVP and Chief Auditor. Prior to that he was President and Chief Executive Officer of HSBC.com and its Chief Financial Officer and previously held executive positions in Finance, Strategy and Planning. Prior to joining HSBC, he was a Senior Manager with KPMG LLP. He serves as a director on the Baruch College Fund Board and its Audit Committee. Mark is a member of New York State Society of CPA’s Internal Audit Committee and the Future of Accounting Education Committee.

Alfred Friedman, CPA/CITP

Alfred Friedman is the Chief Auditor of Sterling National Bank.  Since 2001 and until the November 2013 merger with Sterling National Bank, he served as Senior Vice President / Chief Auditor of Provident Bank.  Prior to joining Provident Bank, Mr. Friedman had an extensive career in financial services. He was at Republic Bank of New York for ten years, serving in various capacities, including the Internal Audit Department and special projects, and rose to the level of Senior Vice President. He was at Coopers & Lybrand for seven years, specializing in brokerage clients, and advanced to the level of Audit Manager. Mr. Friedman was a trustee of the Baruch College Fund for 16 years, and is currently serving the Fund as a member of the Audit Committee, ex-officio. Mr. Friedman received a BA in Psychology from Brooklyn College and an MBA in Accounting from Baruch College. He is a CPA licensed to practice in New York State.  

Joel Lanz, CPA, CISA, CISM, CISSP, CFE

Joel is a Visiting Assistant Professor in the School of Business at SUNY Old Westbury where he develops and teaches graduate courses in Accounting Information Systems, Information Technology for Accountants, Computer Forensics, and Forensic and Accounting Research.  His research agenda and niche CPA practice includes Information Governance; Cyber and information security Risk Management; Accounting Systems & Analytics; and Emerging Technology Risk.  Joel received The CPA Journal’s Max Block award for the Outstanding Article for News & Views/Opinion, for “Enterprise Technology Risk in a New COSO ERM World: Eight Challenges Facing Management.” Joel has chaired information management and technology risk-related professional committees at both the AICPA and NYSSCPA.  Joel  serves as a Reference Member of The American Cancer Society’s Corporate Audit Committee and is a member of the Society’s Enterprise Risk Management Task Force.

Developing Risk Assessments

Samantha Coster, former Head of Enterprise Risk Advisory for Hilton.  Samantha was at Hilton for 7.5 years, starting as a director in internal audit with responsibilities for corporate audits, SOX audits, ERM, and Professional Practices.  She later took responsibility for domestic and international hotel audits before focusing attention on growing and expanding the ERM program.  In late 2017, the ERM team moved out of internal audit and rebranded as Enterprise Risk Advisory.  Prior to Hilton Samantha was the Head of Audit for a public retailer based in Savannah, Georgia, where she establish the first internal audit team, implemented ERM, and reinvigorated and redesigned their stores audit program.  Before that, Samantha spent over 10 years in professional services starting with Arthur Andersen in London, and later with a bespoke Audit, Risk and Assurance firm Control Solutions, where she was a partner serving over 100 companies across multiple industries to assist with SOX compliance, ERM implementation, Internal Audit and special projects work.

Return to Work and the Workforce of the Future

Luna Corbetta is a Partner in People & Organization Workforce of the Future for the New York Metro and Mexico markets. Luna has 15+ years of experience driving C-level agenda helping multinationals thrive. Global strategist with a growth mindset passionate about connecting people and organizations to their core purpose. She is an expert in strategy and transformation, known for turning a vision into execution and instilling customer-centricity and employee wellbeing. At Mercer, Luna was Global Rising Professionals BRG Lead, while leading the client executive D&I network for Latin America. In addition to her consulting experience with Deloitte and Mercer, Luna has held global and regional positions as an in-house consultant leader and business executive in both Credit Suisse and Bayer. She also serves as an executive coach focused on career growth, D&I, and wellbeing.

Luna’s expertise Includes:

• Culture Change
• Diversity & Inclusion
• Business, HR and Organizational Transformation
• Employee Experience
• People Strategy & Analytics
• Corporate M&A
• Innovation: design thinking, agility and systemic innovation
• Governance and organizational effectiveness, design and sizing

Business Continuity Management

Damon Owen, from Protiviti’s New York office, is a Director in the Strategy & Operations Practice.  He has over 25 years of experience in providing strategic technology, operations and risk services focusing upon Business Continuity, Crisis Management & Disaster Recovery Planning, IT Strategy & Transformation, IT Service Management & Governance and Program Management. Damon’s expertise includes international consulting for global Fortune 500 clients across multiple industry sectors focusing on Financial Services and Technology, Media & Telecommunications. Damon is a Certified Business Continuity Professional (CBCP) by the Disaster Recovery Institute International (DRII^®).

Damon has led over 40 Business Continuity Management (BCM) client initiatives including Internal Audits, Risk & Threat Assessments, Business Impact Analyses (BIA), Business Resumption / Crisis Management / Disaster Recovery Strategy Designs & Implementations, Governance, Training & Awareness, Exercises & Testing, Internal Audits, Quality Assurance and Continuous Improvement Programs.

Prior to joining Protiviti, Damon was a Vice President of Information Systems for the U.S. operations of a large international bank responsible for managing all areas of Information Technology, Disaster Recovery Planning & Business Continuity Management, Crisis Management and Telecommunications

Chris Melissakis, from Protiviti’s New York office, is a Director in the Business Performance Improvement solution. Chris has been with Protiviti for 10 years and has gained significant experience providing a variety of Internal Audit and consulting services to a wide range of industries and companies.

At Protiviti, Chris has provided internal audit out-sourcing and co-sourcing, Sarbanes-Oxley readiness and remediation, and Public Company Transformation consulting services. Chris’s focus has been assisting companies with developing improved processes with a focus on risk, technology and process effectiveness. Chris earned his Bachelor of Science degree from SUNY Albany.

Key Note Speaker                                            

Jessica Rector