Overview

Leading an audit is significantly different from being a staff auditor, as such having the right knowledge, tools, and techniques can be the difference between a smooth transition and a painful one – for everyone involved. In this training individuals will learn key skills to become a successful Auditor-in-Charge or Project Manager. The panel will discuss skills such as project management, communication tips, conflict resolution, relationship management, and targeted tools to assist in the overall audit life-cycle.

SIFMA IAS Future Leaders Event

Roadmap to Leadership Series - Project Management Deconstructed

Date

July 25, 2018

Location

New York, NY

Hosted by

SIFMA IAS Future Leaders

Overview

Leading an audit is significantly different from being a staff auditor, as such having the right knowledge, tools, and techniques can be the difference between a smooth transition and a painful one – for everyone involved. In this training individuals will learn key skills to become a successful Auditor-in-Charge or Project Manager. The panel will discuss skills such as project management, communication tips, conflict resolution, relationship management, and targeted tools to assist in the overall audit life-cycle.

Program

3:45pm – 4:15pm

Registration

4:15pm – 6:00pm

Participants

Jack McNamara, Ethan Abraizov, Carlos Echenique, Iris Kwong, Eric Maroyan

Moderator

Jack McNamara

Deputy Chief Auditor

BNY Mellon

Chair, Internal Auditors Society

Jack McNamara’s Biography

Panelists

Ethan Abraizov

Senior Internal Auditor

BNY Mellon

Ethan Abraizov’s Biography

Carlos Echenique

Vice President, Internal Audit

Evercore Partners

Carlos Echenique’s Biography

Iris Kwong

Director, Risk Consulting

KPMG LLP

Iris Kwong’s Biography

Eric Maroyan

Manager, Advisory, Internal and External Audits

Deloitte

Eric Maroyan’s Biography

6:00pm – 7:00pm

Networking Reception

Venue

SIFMA Conference Center

120 Broadway
Floor 2
New York, NY 10271

View on Google Maps

Located at 120 Broadway, a National Historic Landmark and a New York treasure, the SIFMA Conference Center is situated at the heart of New York’s Financial District.

With a rare combination of advanced technologies and sophistication, SIFMA’s Conference Center is fully furnished and equipped to offer unique features that stand alone amongst New York’s leading conference facilities.

Picture of venue

Hotel Accommodations

If you require hotel accommodation, a special SIFMA rate is available at the following:

Double Tree by Hilton Hotel – Financial District
8 Stone Street, New York, NY  10004, Phone# 212-480-9100
DISCOUNT: Corporate ID #0560038852

Club Quarters
52 William Street, New York, NY 10005, Phone# 212-269-6400
DISCOUNT: Password (SIFMA)

Residence Inn New York Downtown Manhattan / World Trade Center
170 Broadway, New York, NY 10007, Phone# 212-600-8900
DISCOUNT: Password (SIFMA)

Accreditation

Image result for cpe credits

Recommended CPE credit hours: 2.1
Program Level: Intermediate
Prerequisites: None
Advanced Prep: None
Delivery Method: Group Live
Fields of Study: Audit

For more information regarding refund, complaint and/or program cancellation policies, please contact Lizzie Grimm at [email protected].

CEU Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing 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.

Terms and Conditions

Code of Conduct SIFMA meetings and events are intended to educate and engage our members and industry participants in thoughtful conversations. Inappropriate behavior will not be tolerated. SIFMA defines inappropriate behavior as any possible illegal conduct, verbal or physical abuse of any type, use of derogatory or discriminatory language, gestures or actions, unwanted invasions of privacy, any form of harassment, racism, sexism, or any other targeted comments which are intended to cause personal offense to another participant either in-person at the event or through social media channels, or the violation of any local, state, or federal laws or regulations. If you are involved in or witness an incident at a SIFMA meeting or event that violates this Code of Conduct, please use this anonymous incident report form to let SIFMA know immediately. Please provide as much information as possible about the incident so that we can make a proper investigation. Any violations of law should be reported to law enforcement authorities. SIFMA will investigate any reported incidents swiftly and confidentially if possible. SIFMA, at our discretion, may act on any reports of inappropriate behavior, including but not limited to removing a participant from the meeting or event and/or bar that person from attending future SIFMA meetings or events. SIFMA shall not refund any money paid for such attendee to attend the meeting or event, or for any travel expenses incurred to attend.