Agenda

Attendees Eligible for 8 Hours of CPE Credit

August 22nd

 11:00am – 11:30am
Collect your agenda and ready for lunch.
11:30am – 12:30am
PCAOB is always updating the requirements needed for compliance, join in a discussion of what these changes mean for you.
Speaker – Keith Kawashima, Managing Director, Protiviti

12:30pm – 1:30pm

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.

Speaker – Jason Pikoos, Connor Group

1:45pm – 2:45pm

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.

Speakers – Matt Bonser and Luke Jeater, PwC, Aidan Parisian, Fastpath

3:00pm – 4:00pm

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.

Panelists – Lusine Yeghiazaryan, GoPro; Gennadiy Vernikov, Arista; Luke Jeater, PwC; Brian Taylor, NetSuite

4:15pm – 5:15pm

The SuiteCloud Development Framework (SDF) is a new tool that can help you. Applications, customizations, and configuration changes now can be stored, versioned and tracked in a structured way that makes compliance easier.

In this session, we will share how SDF works, and NetSuite’s plans for using SDF as the underlying technology for the future versions of current tools like SuiteBundler.

Speaker – Gerson Rodriguez, NetSuite

5:30pm – 6:30pm

Networking with fellow NetSuite users and experts over cocktails.

August 23rd

7:30am – 8:30am

Start the day with coffee and networking.

8:30am – 9:30am

A key tool in any NetSuite environment is a business process map.  These maps greatly assist not only in risk management but with end user training, development, integrations, and documentation.  This session will teach you the skills for conducting your own process mapping workshops and strategies for using them in your NetSuite environment.

Speaker – Steve Fineberg, Moss Adams

9:45am – 10:45am

In this session, we will discuss how business processes and application systems are considered in-scope or SOX purposes, and how this drives why Change Management is relevant for NetSuite customers. We’ll also discuss IT risks addressed by NetSuite’s SSAE 16 SOC1 Report and where clients may need to formalize processes and controls to address potential Change Management risks.

Speaker – Ed Madrigal, Zen Desk

11:00am-12:00pm

In this presentation, attendees will learn:

  • Fundamentals of a risk-based approach to organizational strategy
  • The importance of tone at the top and cross-functional collaboration
  • How to assess current culture and risk appetite, and build a roadmap
  • How to identify and prioritize risks through different organizational lenses
  • Key factors in fostering and promoting a risk-aware culture

Speaker – Ernest Anunciacion, Workiva

12:00pm – 1:00pm

Discuss your audit and security needs with peers over lunch.

1:00pm – 2:00pm

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.

Speakers: Andy Snook and Zach Wear, Fastpath

2:15pm – 3:15pm

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.

Speaker: Brian Taylor, NetSuite

Join this panel discussion of NetSuite users, audit partners and NetSuite Team members. Bring your questions – big or small – and get answers to help with your compliance needs.

3:30pm – 4:30pm

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.

Aidan Parisian, Fastpath

4:45pm – 5:45pm

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.

Panelists –

Rae Gaerlan, NetSuite

Chong EE, Okta

Bree French, Connor Group

Moderator: Andy Snook, Fastpath

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