2017 Annual Workiva TEC Conference

Event Info

MGM Grand Hotel and Casino
3799 S Las Vegas Blvd
Las Vegas, Nev.
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Baker Tilly professionals to sponsor, exhibit, and present at the 2017 Workiva TEC Conference

Baker Tilly is proud to be a silver sponsor of the 2017 Workiva TEC Conference. The annual Workiva conference brings together Wdesk users, industry professionals and thought leaders for three days of training and networking.

Don’t miss your chance to:

  • Earn up to 15 CPE credits: Select sessions from six preselected tracks or build your own agenda. Choices include breakout sessions with featured speakers, hands-on trainings, roundtables and specialty group discussions.
  • Build your professional network: Meet other users and like-minded professionals to create valuable connections and learn best practices for the evolving regulatory environment.
  • Enhance your career development: Take your career to the next level at hands-on trainings and the largest industry gathering of SEC, SOX, internal control and internal audit professionals.

Baker Tilly professionals will be exhibiting as well as presenting at this year’s event

Chris Jeffrey, Partner and Midwest Risk, Internal Audit and Cybersecurity Leader, will co-lead a roundtable discussion on “Why risk assessments matter now more than ever” with Workiva’s cofounder and Executive Vice President, Strategic Initiatives, Joe Howell.

New accounting standards have increased the need for a proper risk assessment at public companies. After this session, you will be able to:

  • Tell your story through your reporting processes 
  • Avoid accounting issues faced by other high-profile companies

Philip Santarelli, Partner Emeritus, will present on “Key accounting issues in 2017 and beyond’. His presentation will cover:

  • Accounting and reporting issues that will impact companies over the next few years
  • Technical challenges, real-world concerns and practical solutions related to revenue recognition, leases and credit losses
  • What the regulators, PCAOB and SEC have been up to in the past year, including standard setting activity, inspection findings and comments from SEC staff related to financial reporting

Tom Wojcinski, Principal, will present on “Best practices for cybersecurity management”. His presentation will cover:

  • New AICPA guidance on SOC for cybersecurity, how it differs from traditional SOC 2® reporting and what organizations can expect from a cybersecurity examination
  • Required elements for a cybersecurity risk management program and what should be considered during preparation
  • Best practices for establishing a cybersecurity risk management program and the criteria that must be addressed when reporting on cybersecurity effectiveness

About the presenters

Chris Jeffrey leads Baker Tilly’s Midwest Risk, Internal Audit and Cybersecurity team. He is part of a practice with more than two hundred professionals who provide industry-specialized services to organizations within the manufacturing, higher education, public sector, real estate, government contracting, financial services, professional services and energy and utilities industries. Practice areas include internal audit, risk assessment, resource optimization, financial and operational risk management, Sarbanes-Oxley compliance, technology risk consulting and organizational governance. Chris has nearly 20 years of experience and specializes in large, complex and global organizations. He has also published several articles and has spoken numerous times on the topics of internal audit, internal controls and compliance.

Philip Santarelli’s experience includes leadership within the audit and accounting practice, risk management, quality assurance, and technical resources and capabilities. As past chair of the American Institute of Certified Public Accountants’ private companies section technical issues committee, he interfaced with accounting and auditing standard setters and provided comments and perspectives on the impact of accounting standards for private companies.

Tom Wojcinski has more than 17 years of technology consulting experience. He leads Baker Tilly’s cybersecurity and information technology (IT) risk consulting practice with 80 professionals. Tom specializes in helping clients maximize the confidentiality, availability and integrity of their information assets. His expertise includes: cybersecurity program development and implementation, cybersecurity and IT risk assessments, IT controls and governance, segregation of duties assessment/remediation and major system implementation risk management. Additionally, he contributes to the leadership of Baker Tilly’s services in the intersection of IT and audit/assurance services with System and Organization Controls (SOC). His client base includes a variety of industries: energy and utilities, healthcare, insurance, manufacturing and distribution, technology, and service providers and financial institutions. He also chairs the Baker Tilly International North American collaboration committee on IT risk and governance

We encourage you to stop by booth #5 and connect with Baker Tilly!