Business Management

Sponsored by

Tuesday December 11, 2007
8:30 - 4:30

The Westshore Hotel
1200 North Westshore Blvd., Tampa, Florida 33607 (Map)

RSVP On-line - When attending under the pre-paid plan, please RSVP with the specific attendees each time.

Price* - $160 members of IIA, ISACA or IMA, $185 non-members

* - for non IIA Package holders

This training qualifies for 8 hours of CPE credit.

Speakers/Programs:

• Jeff Shimer, Manager of Instruction, Rick J. Gallegos & Associates, Inc./Dale Carnegie Training - Effective Employee Performance Management.
  
  
• Robert McMurrian, Associate Professor of Marketing and Director, Center for Ethics,  John H. Sykes College of Business at University of Tampa - The Current State of Business Ethics - Why we are where we are and what organizations can do about it. (This session will not qualify for the Florida CPA ethics requirement)
  
  
• David Lewis, based in KPMG's Tampa office, is the leader of our North Florida Advisory group. David has over 16 years of experience assisting large corporate clients with risk and control issues. His particular area of focus is technology and operational risk and financial management. David has assisted a number of clients in assessing, developing, and implementing technology controls to meet organizations’ risk management, financial reporting, and regulatory objectives.
  
  David holds a BBA degree and a master's degree in accounting from the University of North Carolina. He is a CPA in North Carolina and Florida. In addition, David is a Six Sigma Green Belt and a previous member of KPMG’s Assurance practice.
  
  
• Drew Hobby is a Manager with KPMG’s Information Technology Advisory practice, based in Tampa, FL. Drew has extensive experience advising clients in the identification and management of risks inherent to their business processes and technology systems used to support key business objectives.  He has managed multiple engagements in the performance of process analysis and information technology reviews for both general IT controls and business process control environments. Drew has performed wide-ranging reviews of clients’ ERP systems as well as business processes and identified areas of financial risk, potential for fraud, and process improvement opportunities.
  
  Drew holds a Bachelor of Science, Business Process Management from the E.W. Kelley School of Business, Indiana University in Bloomington.

Lewis and Hobby of KPMG will present:

Audit in an ERP Environment

1. New System Implementation - Role of Internal Audit
   1. Risk and Control Integration
   2. Project Risk Assessment
   3. Pre/Post-Implementation Reviews
2. Control Monitoring
   1. System Access/Segregation of Duty and Application Control Monitoring
   2. Tools
3. ERP in a Sarbanes Oxley Audit
   1. Application Control Sustainability and Testing
   2. General Computing Controls iii. Global Audit - Centralized and De-centralized instances
   3. Understanding impacts of peripheral systems
4. Operational Audits
   1. Business Process and the ERP
5. ERP and the Financial Close Process
6. Case Study: Review Multiple Engagements Corresponding to the Above Scenarios

Business Performance Management and Intelligent Financial Close

1.  Advantages of Business Performance Management
2. Challenges to Business Performance Management
3. Risks to Performance Management Initiatives
4. Role of Finance in Performance Management
5. High Performing Finance Functions
6. Characteristics/Advantages of Intelligent Close
7. Case Study: Review Multiple Examples

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