2023 Jazz Up Internal Audit (IIA May Seminar)
 
Event Description:

Title: 2023 Jazz Up Internal Audit

Date/Time: Friday, May 5th 8am – 5pm CST

Event Type: In-person

Location: Hilton Garden Inn New Orleans Convention Center, 1001 S Peters St, New Orleans, LA 70130

Cost: $125 for Members/Students; $175 for Non-Members

Registration Deadline: Monday, May 1st at 5pm CST

CPE: 6.5 Hours

Parking: $15 for the day

Hotel Room Block: A block of rooms has been reserved at the hotel for a rate of $229 per night. Use this link to book: https://www.hilton.com/en/attend-my-event/msygigi-iia23-5f8d98ce-b3ca-4218-bce9-16145e3c18f8/

  Seminar will include breakfast, lunch, and a 2 hour networking reception after
  the presentations.
 
Agenda:
Description: IIA New Orleans and Baton Rouge present Jazz Up Internal Audit! Speakers will present on the following topics for you to earn up to 6.5 hours CPE:
• Zero Trust for API Risk Management at Enterprises [More Info]
Speaker: Dr. Baljeet Malhotra
• Jump Starting an Analytics Function [More Info]
Speaker: JT Erwin, CIA, CFE
• Attracting & Retaining Great Talent [More Info]
Speaker: Jim Schneider, CPA, CIA
• PCI DSS 4.0 is here: How internal auditors can ensure compliance and add enterprise value in their PCI audit [More Info]
Speaker: Ralph Villanueva, CISA CISM ISO27001LA ISO27701LA CDPO PCI-ISA PCIP ITIL CIA CRMA CFE CPA (PH) MBA D
• Elevating Your IA Function via Agile [More Info]
Speaker: Burke Willis, CSM, ICP, ATF
Speaker: Shreyas Rao, CPA, CIA, CFE
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Speakers:
Dr. Baljeet Malhotra

Bio: Dr. Baljeet Malhotra is an award-winning researcher known for his work in Open Source and API Risk Management. He conceived the world’s first “API Composition Analysis” based on source code statistic analysis. He founded TeejLab in 2017 and steered the team to build API Discovery and SecurityTM, the world’s first comprehensive end-to-end API Risk Management platform. Prior to TeejLab, he established the R&D unit of Black Duck Software in 2016 (acquired by Synopsys). He also served as Research Director at SAP. He received a PhD in Computing Science from the University of Alberta and won several awards including NSERC (Canada) scholar and Global Young Scientist (Singapore). He concurrently holds Adjunct Professor positions at the University of British Columbia, University of Victoria, and University of Northern BC.

 
JT Erwin, CIA, CFE

Bio: JT Erwin has 14 years of audit experience in both public accounting and internal audit departments. As a Senior Audit Consultant at First Horizon Bank, he leads the Internal Audit department's Data Analytics and Automation team in overseeing digital innovation and analytics. Under his leadership, the team has implemented novel analytics and automations that have provided actionable insights to management and the organization. JT has been involved with local leadership of The IIA and is currently a member of The IIA's Chapter Relations Committee.

 
Jim Schneider, CPA, CIA

Bio: Jim Schneider, CPA, CIA serves as the President & Managing Partner at The Personnel Consulting Group. Prior to his 6 years as a recruiter at PCG, Jim served as an auditor with Big 4 and regional firms, in addition to years of industry accounting as a controller. Jim is responsible for supervising the accounting & technology recruitment divisions of PCG while also being responsible for the day-to-day management of the firm.

Jim is currently President- Elect of the New Orleans Chapter of the La Society of CPAs and also serves on the board of the New Orleans Chapter of the Inst. of Internal Auditors and is on the membership committee of the Construction Finance Management Association. He has spoken at continuing education classes sponsored by the following:

– Louisiana Society of CPAs

– Construction Finance Management Association Chapters of New Orleans and of Baton Rouge

– Institute of Internal Auditors, New Orleans Chapter

– Hospitality Technology & Financial Professionals

– Jefferson Parish Chamber of Commerce

– Local university Beta Alpha Psi accounting honor societies and accounting classes.

 
Ralph Villanueva, CISA CISM ISO27001LA ISO27701LA CDPO PCI-ISA PCIP ITIL CIA CRMA CFE CPA (PH) MBA DTM Licensed P & C Insurance Producer (CA, AZ, NV, TX and FL)

Bio: Ralph has been keeping his employers compliant with IT and cybersecurity requirements across numerous and diverse regulations such as the Nevada Gaming Control Board, Payment Card Industry, COSO-Integrated Framework, COBIT and ISO 27001 since 2007, and data privacy since 2017. His more than two decade’s professional internal and IT audit and compliance work in the US and the Asia Pacific region provides him with insights not only in enforcing IT and cybersecurity requirements in light of changing regulatory and technical environments, but also in anticipating and dealing with future trends such as data privacy, post-COVID19 compliance changes and ESG.

On top of those, Ralph earned numerous IT and non-IT certifications such as the ISO 27001LA, ISO 27701LA and CDPO from the PECB, CISA and CISM from ISACA, PCI-ISA and PCIP from the PCI-Security Standards Council, CIA and CRMA from the IIA, CFE from ACFE, CPA from the Philippines and ITIL. Since 2010, Ralph has regularly spoken in almost fifty national and international in-person and virtual conferences of major organizations, the latest of which are the InfoSec Conference in Orlando, Florida on September 26 to 28, 2022, IIA Canada Annual Conference on October 17 to 19, 2022 and the Tech Target Ransomware Protection Best Practices Virtual Summit on January 17 to 19, 2023.

Ralph earned his MBA from the Ateneo de Manila University and his bachelor’s degree in business administration, major in accounting, from the University of the Philippines. Both are recognized as the equivalent of degree – granting educational institutions in the US. Ralph is also a licensed property and casualty insurance provider (including cybersecurity) in California, Nevada, Florida, Arizona, and Texas.

 
Shreyas Rao, CPA, CIA, CFE

Bio: Shreyas Rao is a Senior Manager within Deloitte’s Internal Audit practice, based in New Orleans. He has over 17 years of experience delivering a cross-functional mix of advisory services to large global and mid-size banking clients in the areas of strategy and innovation, regulatory risk and compliance and out-sourcing / co-sourcing of internal audit engagements – with a focus on the modernization of the internal audit function. In addition to his client facing role, Shreyas leads Deloitte’s Agile internal audit services for the financial services industry, working closely with internal audit clients to transform the way they work. He previously served as the Chief of Staff for Deloitte Risk and Financial Advisory’s US Banking & Capital Markets Leader, where he played a key role in operationalizing the strategy for the sector. Shreyas has a B.S. in Accounting from Louisiana State University, an M.S. in Banking & Financial Services Management from Boston University, and an M.B.A. from Cornell University.

 
0Adria Shrikhande
 
Burke Willis, CSM, ICP, ATF

Bio: Burke Willis is passionate about coaching teams to become more productive, more efficient, and more satisfied with their jobs. A Specialist Leader in Deloitte Risk & Financial Advisory, his 30+ year career has been focused on helping organizations analyze and improve performance. In the past five years Burke has focused exclusively on coaching Internal Audit (IA) functions as they adopt Agile principles and methods. He has defined transformation roadmaps, coached pilot teams, and counseled IA leadership teams. As a result, clients have achieved higher-quality, more risk-focused, and more efficient audits, and increased satisfaction and perception of value from both business stakeholders and audit staff. Burke has a M.S. in Professional Accounting from the University of Texas at Austin and a B.A. in Plan II and Economics from the University of Texas at Austin. He is a Certified Scrum Master (CSM), ICAgile Certified Professional (ICP), and Agile Certified Team Facilitator (ATF).