Join Us for a Power-Packed Day of Insight, Innovation, and Internal Audit!
We are thrilled to invite you to our highly anticipated annual seminar, co-hosted by IIA and ISACA, and partnered with Deloitte and Workiva. This is the largest in-person annual IIA event in San Francisco, designed specifically for internal audit, risk management and compliance professionals.
Why Attend?
Engage in an 8-Hour Power-Packed Session: Gain invaluable insights and knowledge from industry leaders and experts.
Network with Peers: Connect with fellow professionals over complimentary breakfast, lunch, and a vibrant Happy Hour.
Earn 8 CPE Credits: Enhance your professional credentials while learning and networking.
Agenda (subject to change):
Time
Topic
Speaker
7:30-8:00
Breakfast
8:00-8:10
Check-in & Welcome
Elaine Liu, Senior Manager @Deloitte | Board member, IIA SF Chapter Randall Henry, Senior Manager, Information Security @Omnissa | President, ISACA SF Chapter
8:10-9:00
Advisors Assemble: AI as Your Superpower
Paolo Marquez, Head of Audit & Advisory Innovation @Trenta AI
9:00-10:00
Internal Audit, Moving Beyond Compliance to Greater Value Add
Grant Ostler, Industry Principal @Workiva
10:00-11:00
OpenAI live demo - How to leverage ChatGPT to support IA work
Pieter Joubert, Head of Third Party Risk @OpenAI
11:00-12:00
Executive panel & fireside chat
Panel speakers: Yundi Zartman, Head of SOX & IA @ Asana Steven Appeltans, Senior Director of Internal Audit & SOX @Chime | Board member, IIA SF Chapter Bil Harmer, CISO @Supabase
Moderator:
Homa Saghafi, VP of Internal Audit & Enterprise Risk Management @Oscar Health | President, IIA SF Chapter
12:00-1:00
Lunch Break
1:00-2:15
SEC and PCAOB hot topics update
Abby Cohen, Managing Director @Deloitte Malcolm Fliege, Associate Director, Division of Registration and Inspections @ PCAOB
2:15-3:00
Hot Topics & Trends in Tech Risk & Assurance
Mark Lundin, Partner - Global Cloud & AI Assurance @BDO
3:00-4:00
Putting the R in TPRM: Taking a risk-based approach to assessing your supply chain
Patrick Hynes, Risk Advisor @Safe Security
4:00-5:00
Protecting Performance, People, and Controls: A Risk Lens on Burnout and Workforce Resilience
Happy Hour @International Smoke - Sponsored by Workiva
Don’t miss your chance to connect, learn, and raise a glass with fellow audit pros. Let’s talk shop and have a little fun while we’re at it!
Location: 9N003-T(Deloitte office), 555 Mission Street, San Francisco, CA, 94105 (Happy Hour: International Smoke, 5mins walk from Deloitte office)
Date: December 17, 2025
Time: 8:00am - 5:00pm with Happy Hour 5:30pm-7:00pm
This seminar is eligible for up to eight Continuing Professional Education (CPE) credits. In order to be awarded the full credits, you must be physically present during the entire session. Eligibility and awarding of CPE are determined after the program. CPE certificates are expected to be distributed within 2 weeks after the event.
Fields of study (FOS):
Auditing (subject to change upon review)
Pricing:
$50 - IIA or ISACA Members
$65 - Non-Members
$30- Students
Refund requests must be received in writing at least 24 hours before the event. No refunds will be granted on the day(s) of the event.
