Host: Michael Schor, partner, Deloitte & Touche LLP
Presenters: Jane Connor, director, Risk Advisory
Kristen Ann Heikkinen, senior manager, Deloitte & Touche LLP
Geoff Kovesdy, principal, Deloitte & Touche LLP
Steve Peck, partner, Risk Advisory
1.0 Overview CPE credit | Business Management and Organization
Technology-driven business transformations (e.g., finance transformation, system implementations, operating model redesign, development of shared services) have become a requirement to remain competitive in today’s rapidly changing environment. Increased frequency, pace, and complexity of these initiatives intensifies organization wide risks and time to value. We’ll discuss:
- An integrated approach to risk management throughout the transformation life cycle focused on assessing time to value and return on investment
- Harnessing the power of business transformation to rationalize, automate, and modernize controls
Meet the speakers
Michael is a partner in Deloitte & Touche LLP’s Risk & Financial Advisory practice, where he focuses on advising our domestic and international clients on matters of internal controls, including information technology, regulatory matters, risk management issues, and control and compliance management processes. Michael has a specific focus on the internal audit function, with more than 20 years of experience advising Deloitte’s largest clients on the various elements of the internal audit lifecycle, including: risk assessments, audit planning and execution, and reporting to audit committees and key executive stakeholders. In addition to Michael’s responsibilities providing risk-based services to market-leading clients, he also leads Deloitte’s efforts around the modernization of key third line functions. Specifically, Michael focuses on how internal audit functions execute, as well as what internal audit functions focus on, and is known for this work with mid-market and super-regional banks.
Geoffrey is a principal and has more than 15 years of experience in assessing process and technology risks and controls. Geoffrey specializes in enhancing risk management activities for a variety of clients with diverse architectures through efficient and effective processes, controls, and technology solutions (including the development and deployment of digital solutions). Geoff spends a significant amount of time assisting his clients in modernizing and transforming risk management activities through utilizing digital capabilities such as analytics and automation (ie. RPA & CI). This includes strategy development & implementation, facilitating lab sessions and training, and identifying and developing use cases.