Featured
AI Unplugged: Demystifying the Future of Finance
Jim Hejka, Bridget Donnelly, John V. Hopkins; Business Optimization Center of Expertise – Jefferson Wells
In an era where data is the new currency and artificial intelligence is revolutionizing multiple industries, the field of finance is at an inflection point. Don't miss this opportunity to get ahead of the curve and understand how AI is shaping the future of financial management. "AI Unplugged: Demystifying the Future of Finance" aims to bridge the gap between AI's theoretical potential and its practical implications in financial management. By attending this webinar, you will:
-Understand the Core Technologies Underpinning AI and Automation in Finance
-Identify the Value Proposition of AI & Automation in Decision-Making and Risk Assessment
-Evaluate the ROI and TCO of AI and Automation Initiatives
-Learn Best Practices for Implementing AI in Financial Operations
-Understand Ethical and Regulatory Considerations
-Discover Future Trends
-Learn applicable Change Management
Who should attend: Anyone intrigued by the convergence of Finance and AI, CFOs, Finance Managers, Data Scientists and Analysts, Management consultants specializing in Finance and Technology, Venture Capitalists interested in Fintech
Program level: Beginner
Field of study: Information Technology
Prerequisites: None
Delivery Method: Group Internet
Recommended CPE Credit: 1.0
*CPE credit available for qualifying live attendees only
All episodes
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Keynote Address & 7th Annual Internal Audit Priorities Survey Key Takeaways
Becky Frankiewicz, COO/President-ManpowerGroup NA; Tim Lietz, Laurence Talley, Kyle Johnson, Deryck Fuller-Jefferson Wells
Join Becky Frankiewicz, CCO and President of ManpowerGroup North America, as she shares the latest insights on the trends impacting the future of work and shares her perspective on the emergence of a new compact between employers and their people. Following Becky’s keynote, preview the key takeaways from our newly released annual survey of internal audit insights from executives across the U.S. Learn how you and your organization stack up against your peers from across the country in areas such as cybersecurity, talent and workforce management, and emerging risks.
After participating in this webinar, you will:
-Know the latest data and trends on the future of work in North America
-Learn how your company compares to those across the country in specific areas of risk
-Gain a sense of where the world of work is now and where its headingWho should attend: Anyone with an interest in future of work trends; CAEs and internal audit employees looking to learn the priorities and challenges of internal audit leadership heading into 2024
Program level: Beginner
Field of study: Auditing
Prerequisites: None
Delivery Method: Group Internet
Recommended CPE Credit: 1.0*CPE credit available for qualifying live attendees only
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Owning My Career: Future Proof Your Career in Finance & Accounting
Sean Cooper and Thelma Grier, Executive Coaches and Talent Management/Sr. Career Consultants – Right Management
You’ve earned your career in Finance & Accounting and want to take it to the next level. This session, presented by Right Management subject matter experts, will help you own your career through deeper understanding and planning for your future. Upon completing this session, you will be better equipped to:
-Look inward to assess your strengths and process feedback
-Look outward and seek alignment with your career environment
-Look forward and planWho should attend: Anyone with an interest in growing and managing their career
Program level: Beginner
Field of study: Personal Development
Prerequisites: None
Delivery Method: Group Internet
Recommended CPE Credit: 1.0*CPE credit available for qualifying live attendees only
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FRAUD, FRAUD, and MORE FRAUD – Don’t Let Money Walk Out the Door
Deron Rossi, CFS; and Eric Haft, CFE, CPM – Jefferson Wells
This webinar will provide an overview of trends from the latest ACFE Report to the Nations with a drill down in Procurement Fraud. You’ll get a strong understanding of what and who is a Fraudster and review real life fraud schemes effecting Procurement and Supply Chains in 2023. After attending this session, you will:
-Understand the scope and potential impact of Fraud, including the fraudster mindset
-Understand fraud with Third Party Providers and Suppliers
-Understand how a bribe works within a real-world setting
-Understand what the key Procurement Fraud Scenarios areWho should attend: Anyone with an interest in understanding, preventing, and containing both Occupational and Third-Party Fraud being committed with your company
Program level: Beginner
Field of study: Behavioral Ethics
Prerequisites: None
Delivery Method: Group Internet
Recommended CPE Credit: 1.0*CPE credit available for qualifying live attendees only
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ASC 740 for Non-Tax Professionals
Sharon Popinski, Tax Leader – Jefferson Wells
Accounting for income taxes is a complex area of U.S. GAAP that impacts all public and private companies and is especially complex for global multinationals. The purpose of accounting for income taxes is to recognize tax liabilities and assets for both current and deferred taxes, as well as the correlative tax expense in the financial statements. Please join Sharon Popinski from Jefferson Wells as she introduces the core accounting principles and concepts of ASC 740.
Participants will:
-Understand the purpose and core concepts of ASC 740
-Learn how to recognize and measure current and deferred taxes
-Identify the four sources of future taxable income evaluated in a valuation allowance assessmentWho should attend: Anyone responsible for financial statements, Controllers, and other accounting or finance personnel
Program level: Beginner
Field of study: Accounting
Prerequisites: None
Delivery Method: Group Internet
Recommended CPE Credit: 1.0*CPE credit available for qualifying live attendees only
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A Pragmatic Approach to ESG
Laurence Talley, Tim Lietz – Directors/ESG SMEs, Jefferson Wells; Tim Kearney, Head of GRC/ESG SME – Jefferson Wells UK
ESG (environmental, social and governance) is quickly becoming an important measure of social responsibility and success. Investors, banks and even insurers will factor ESG into business decisions regarding an organization. Employees and potential clients are increasingly interested in ESG programs. Regulatory compliance requirements for ESG reporting are rapidly being developed.
If your organization is developing an ESG program, there are important attributes that should be considered to ensure the program is comprehensive, tailored to your organization, and successful. This webinar will provide an overview and framework for implementing and sustaining an ESG program.
Objectives will include:
-Review the fundamentals and purpose of ESG programs
-Understand new and emerging trends in ESG including greenwashing and offsets
-Review US and EU ESG mandates
-Understand the capabilities of ESG software
-ESG implementation frameworkWho should attend: Anyone who wants to learn more about ESG programs
Program level: Intermediate
Field of study: Accounting
Prerequisites: None
Delivery Method: Group Internet
Recommended CPE Credit: 1.0*CPE credit available for qualifying live attendees only
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Essential Elements for Effective Ethics and Compliance Programs
Jessica Gauerke, MSL, CCEP, CAMS; SME in AML, Corporate Compliance, Risk Management – Jefferson Wells
Compliance at its best is not sales prevention; it is revenue and reputation retention. Most executives list reputational risk as a sleep-preventer yet struggle to connect the dots on what makes some compliance and ethics programs effective and others, ineffective. Even then, “ethical” organizations can find themselves on the wrong end of a headline announcing insider theft or failure to prevent retaliation against whistleblowers.
Understanding the role and potential of an effective ethics and compliance program through the eyes of both federal regulators and compliance programming professionals will give experienced executives and early-career professionals a fresh way to look at whether their organizations are effectively using compliance programming to build and maintain reputation.
After participating in this webinar, you will:
-Understand the elements of Effective Ethics and Compliance Programs under the Federal ---Sentencing Guidelines for Organizations
-Gain insight on how to identify missing elements in your organization
-Understand how Ethics can be quantified and measured within an organization
-Peek over the horizon at the 9th element – How risk assessments can be used to support ethical cultureWho should attend: Anyone involved in resourcing for compliance – BODs, executives, CCOs, internal auditors, HR, early career audit & compliance professionals
Program level: Beginner
Field of study: Regulatory Ethics
Prerequisites: None
Delivery Method: Group Internet
Recommended CPE Credit: 1.0*CPE credit available for qualifying live attendees only
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Data Analytics for Internal Audit: Importance, Implementation, & Best Practices
Jay Smith, F&A Director & Data Analytics SME; and Jeff Butler, Risk & Compliance Practice Director – Jefferson Wells
With the ever-growing popularity of using data to make smart business decisions, we will explore what data analytics is, the maturity cycle, and why it is important to internal audit. We will also cover some of the widely used tools, the phases of kicking off a data analytics process, the team composition, and some real-life examples of where we have helped clients implement data analytics for their internal audit function. In this session, you will:
-Explore the different types of data analytics and where each type fits in the maturity cycle
-Learn about the specific data analytics function composed of people, processes, and technologies
-Learn about the roles and responsibilities of team members within the data analytics function
-Explore some real-life examples of where audit departments are deploying data analytics to help make smarter decisionsWho should attend: Anyone who wants to learn about ways companies are deploying data analytics within their internal audit departments to enhance their visibility to their organization
Program level: Beginner
Field of study: Auditing
Prerequisites: None
Delivery Method: Group Internet
Recommended CPE Credit: 1.0*CPE credit available for qualifying live attendees only
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New SEC Cybersecurity Requirements: Responding to an Incident
Stephen Head, CPA; National Director Cyber Risk Center of Expertise – Jefferson Wells
The SEC has issued new Cybersecurity requirements that go into effect mid-December. Will your Incident Response program pass muster? Join us as we take a deep dive into the SEC’s new cybersecurity disclosure requirements, what this means for your organization, and how to make sure you are ready to meet these new requirements. By attending this session, you will learn:
-The new requirements and their implications
-Why your incident response processes will be critical for compliance
-Best practices for compliance and for ensuring business resiliencyWho should attend: Anyone with an interest in cyber incident management, SEC regulatory compliance, required disclosures, and keeping essential business functions operational amid a cyberattack.
Program level: Beginner
Field of study: Information Technology
Prerequisites: None
Delivery Method: Group Internet
Recommended CPE Credit: 1.0*CPE credit available for qualifying live attendees only
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Third-Party Construction Audit: Improving Efficiency and Neutrality
Branden V. Grove, PMP, CCA; National Practice Director Construction Audit and Consulting – Jefferson Wells
There are different types of construction audits companies can perform such as internal process reviews and audits of external contractor billings. Sometimes, a construction contract requires a third-party audit, other times companies may choose to self-perform construction audits. In this session, we’ll examine when and why third-party audits provide maximum benefits to both project owners and their contractors.
After participating in this webinar, you will be able to:
-Understand the different types of construction audits and their unique goals and objectives
-Identify when your construction contract may require audit by a third-party
-Learn how a third-party construction audit will benefit your organizationWho should attend: Internal audit executives and managers, construction/facilities directors, CFOs, Risk Management executives. Any individuals interested in improving the financial performance of its organization’s capital projects.
Program level: Intermediate
Field of study: Specialized Knowledge
Prerequisites: None
Delivery Method: Group Internet
Recommended CPE Credit: 1.0*CPE credit available for qualifying live attendees only
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AI Unplugged: Demystifying the Future of Finance
Jim Hejka, Bridget Donnelly, John V. Hopkins; Business Optimization Center of Expertise – Jefferson Wells
In an era where data is the new currency and artificial intelligence is revolutionizing multiple industries, the field of finance is at an inflection point. Don't miss this opportunity to get ahead of the curve and understand how AI is shaping the future of financial management. "AI Unplugged: Demystifying the Future of Finance" aims to bridge the gap between AI's theoretical potential and its practical implications in financial management. By attending this webinar, you will:
-Understand the Core Technologies Underpinning AI and Automation in Finance
-Identify the Value Proposition of AI & Automation in Decision-Making and Risk Assessment
-Evaluate the ROI and TCO of AI and Automation Initiatives
-Learn Best Practices for Implementing AI in Financial Operations
-Understand Ethical and Regulatory Considerations
-Discover Future Trends
-Learn applicable Change ManagementWho should attend: Anyone intrigued by the convergence of Finance and AI, CFOs, Finance Managers, Data Scientists and Analysts, Management consultants specializing in Finance and Technology, Venture Capitalists interested in Fintech
Program level: Beginner
Field of study: Information Technology
Prerequisites: None
Delivery Method: Group Internet
Recommended CPE Credit: 1.0*CPE credit available for qualifying live attendees only