Agenda

Attendees Eligible for 4 Hours of CPE Credit

GRC Day December 4th

7:30 – 8:00am

Start the day with coffee and networking.

8:00am – 8:30am

NetSuite is unique in many ways, and can be difficult to audit if not done correctly. This session will provide an overview of the process, key considerations, and constraints when auditing NetSuite.

9:45am – 10:45am

This session will examine the fundamentals of building and fostering a risk-aware culture. Learn best practices for connecting risk awareness to your organization’s strategic planning to positively impact operational performance.

After this session, participants will be able to:

  • Encourage a risk-aware culture across your management and reporting teams
  • Incorporate risk awareness into your current strategies

Field of study: Finance

Course level: Basic (For CPAs new to the skill)

Prerequisite: This session is designed for professionals with knowledge and experience in the domain mentioned in

the title and/or course description.

Advance preparation: No advanced preparation required.

Delivery method: Group live

CPE: 1.00 credit(s)

Workiva is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Participants must participate in group interactions during the event, and participants must stay for the duration of the event, as described in the event details, in order to be eligible for CPE. For information regarding your certificate of completion, please contact training@workiva.com.

11:00am – 12:00am

An IPO is an exciting event in a company’s life-cycle. However, life as a public company introduces a broad range of additional responsibilities and expectations. This session will share real-life experiences, considerations and best practices to help ease the transition to public life. We will also discuss experiences from a company who has “been there and done that”. Specifically, covering systems controls, system change management, access & security and segregation of duties.

11:00am – 12:00pm

The foundation of every good audit plan is effective scoping and risk assessment. This session will provide an overview of the SOX scoping and risk assessment process.

12:00pm – 1:00pm

Cloud computing has transformed the way businesses approach the consumption and delivery of IT services, and can provide numerous benefits to an organization. While the use of cloud computing does pose risks, if they are understood and planned for from the outset, they can be managed. In this discussion, we will explore key cloud computing risks and Management’s role in ensuring they are identified and controlled.

Speaker: Carl Hatfield, Protiviti

1:00pm – 2:00pm

Whether you’re a public company moving to NetSuite, on a pre-IPO path or simply interested in managing your account using controls-focused, repeatable and predictable processes, this session is for you. Bring your questions for this panel discussion where you can ask anything related to Compliance and controls in NetSuite. Learn from NetSuite experts and be part of the discussion with your peers.

2:15pm – 3:15pm

Whether you are newly public, or pre-ipo, you are likely preparing for a yearly audit. A key part of your audit will be analyzing your company’s segregation of duties (SOD) and related NetSuite access controls. Join this session to learn how to simplify this process.

3:30pm – 4:30pm

Now that you have many compliance requirements in place, you will likely be working with an audit firm to ensure you are meeting these requirements. In this panel discussion, you will hear from a seasoned veteran who has learned how to work with her audit firm to ensure her company is meeting their requirements.

4:45pm – 5:45pm

Whether you’re a public company moving to NetSuite, on a pre-IPO path, or simply interested in managing your account using controls-focused, repeatable and predictable processes, this session is for you. You will be briefed on the details of NetSuite Compliance and Controls considerations, best practices, tools for customer administrative and audit teams and future product enhancements.

5:45-6:30pm

Enjoy networking and cocktails with fellow NetSuite users and experts alike!

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