• Thursday, December 13, 2018
    10:30 AM  -  11:20 AM
    Change Management Best Practices, A Case Study from Oracle E-Business Suite installations

    Presenter:  Jeffrey T. Hare, CPA, CIA, CISA 

    Description:  Change management is a multi-faceted topic.  Like the various sides of a gem, doing change management well requires various approaches.  One can think of change management in four different buckets – object oriented changes, security, patching, and configurations.  In this session, we will hear from world-renown expert on GRC, security, and controls, Jeffrey T. Hare, CPA CISA CIA about what it takes to build and implement a first class change management process for organizations running Oracle E-Business Suite. 

    Speaker Bio: 

    Jeffrey Hare, CPA CIA CISA is the founder and CEO of ERP Risk Advisors. His extensive background includes public accounting (including Big 4 experience), industry, and Oracle Applications consulting experience.

    Jeffrey has been working in the Oracle Applications space since 1998 with implementation, upgrade, and support experience. Jeffrey is a Certified Public Accountant (CPA), a Certified Information Systems Auditor (CISA), and a Certified Internal Auditor (CIA).

    Jeffrey has worked in various countries including Austria, Australia, Brazil, Canada, Germany, Ireland, Mexico, Panama, Saudi Arabia, United Kingdom, and United Arab Emirates. He is a graduate of Arizona State University and lives in northern Colorado with his wife and three daughters.


    Learning Objectives:

    • Review IIA GTAG related to Change and Patch Management
    • Establish Best Practices based on the IIA Guidance
    • Discuss the four facets of Change Management – Objects, Patches, Security, and Configurations
    • Identify Common Challenges Organizations Running ERP Systems Face


    Presentation Method: Group-Live
    Program Level: Basic
    Category: Specialized Knowledge & Applications
    Prerequisites/Advance Preparation: None
    Recommended CPE Hours: 1

    12:20 PM  -  1:20 PM
    Strategic Storytelling: How to listen, be credible and exert more influence

    Luncheon registration opens at 11:15 am.  Lunch is served no later than 11:45 am 

    Presenter: Dr. Tony Gerth – Clinical Professor of Information Systems at the University of North Texas

    Description: Effective communication is critical to influencing others in order to get funding, alignment on strategy, acceptance of your solution and many other objectives.  However often technical professionals find it difficult to communicate with others who do not have the same level of subject matter expertise.  This presentation will provide strategies for effective communication that will build your credibility and increase your influence.  A framework based on research will be shared to understand your audience as well as a structured approach to storytelling that will strengthen your message. 

    Speaker Bio: Tony recently joined the faculty at UNT where he teaches information systems management topics to undergraduate and graduate students.  He also is an executive coach with a focus on working with technology professionals. Prior to UNT, Tony was on the faculty of the Kelley School of Business at Indiana University for 11 years.  Before entering academia he worked 15 years in management consulting as a Partner at Deloitte, VP at EDS and Partner with Infosys Consulting.  He is an active member of the Society of Information Management (SIM).  His research explores the dynamics of IT leadership and he has been published in MIS Quarterly Executive, Business Horizons and has spoken at several international IT management conferences.

    Learning Objectives:

    • Understand the importance of listening in effective communication
    • Present a framework for understanding your audience
    • Provide a structured approach for strategic storytelling

    Presentation Method: Group-Live
    Program Level: Basic
    Category: Specialized Knowledge & Applications
    Prerequisites/Advance Preparation: None
    Recommended CPE Hours: 1

    1:30 PM  -  2:20 PM
    Changes to SOC 2 and Trust Services

    Presenter: Neha Patel - Weaver IT Advisory Services Partner & Brittany George - Weaver IT Advisory Services Sr. Manager

    Description: This presentation will provide an update regarding the changes to the AICPA’s guidance related to system and organization controls audits, specifically with regards to the SOC 2 reports.  Additionally, it will provide an overview of the primary benefits and challenges from both the service organization’s perspective, as well as the user entity’s perspective (as the recipient of the report).

    Speaker Bio: Neha has been performing IT audit for over 15 years and is responsible for the methodology development for SOC reporting services for the firm. Neha has also served as a presenter in the American Institute of CPAs national SOC School for the past 4 years. Neha is a Masters graduate from the University of Texas at Austin and has a CPA and CISA. 

    Brittany has more than 14 years of IT experience. Her primary emphasis includes IT risk assessments and audits, information and cyber security services, system and organization controls (SOC) reporting, PCI assessments and compliance audits. She graduated from the University of Oklahoma with her bachelors of business administrator with a degree in management information systems and a minor in Spanish. She is currently in graduate school at Harvard University studying information systems management with a focus on cybersecurity and has a CISA and QSA.

    Learning Objectives: 

    • Overview of the history and purpose of service organization audits
    • Update regarding the changes to the guidance as it pertains to SOC 2
    • Understanding of the contents of a SOC 2 audit report
    • Evaluating the benefits and challenges of the SOC 2 from both the service organization and user entity’s perspective

    Presentation Method: Group-Live
    Program Level:
    Specialized Knowledge & Applications
    Prerequisites/Advance Preparation:
    Recommended CPE Hours: