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Monday | March 11 8:00 – 9:15 a.m. CST Future Innovations with Big Impact: What's Leading the Charge? NASBA Field of Study: Business Management & Organization Knowledge Level: Intermediate Shivvy Jervis Award-winning Technology Futurist Shivvy Jervis, multi-award winning futurist, industry advisor, and broadcaster, will share insights into future innovations with big impact, debunk the myths around “disruptive innovation,” and answer the question, “What’s leading the charge?” In this session, participants will: • Receive a tip sheet for how to create a true innovation mindset. • Be introduced to applications of technology that need to be on their radar. • Learn about the latest advances in cognitive computing, digital identity, and immersive technologies, which could reinvent how they do business. Shivvy Jervis is a futurist and video series creator who has been voted one of the “most creative thinkers in tech” and a thought leader “making digital Britain tick.” A riveting storyteller at more than 300 events, her work has received more than 15 industry accolades, including 4 national award nominations. Jervis champions “tech-for-good” and purpose-driven innovation, i.e. the sheer power of the digital and tech arena to drive meaningful — and sustainable — impact. She is particularly known for her work as the creator and producer/host of a long-running online video series (Digital Futures) that regularly draws in a 350K+ audience per episode and has tracked up over 10 million views to date. Monday | March 11 9:15 – 10:05 a.m. IIA President's Address and Conversation with Commissioner Hester M. Peirce, Securities and Exchange Commission NASBA Field of Study: Business Management & Organization Knowledge Level: Intermediate Richard F. Chambers, CIA, QIAL, CGAP, CCSA, CRMA President and Chief Executive Officer The Institute of Internal Auditors Hester M. Peirce, J.D. Commissioner U.S. Securities and Exchange Commission (SEC) The mission of the United States Securities and Exchange Commission (SEC) is to protect investors; maintain fair, orderly, and efficient markets; and facilitate capital formation. SEC Commissioner Hester Peirce will join IIA President and CEO Richard Chambers for a conversation on the current policy landscape and activities at the SEC. In this session, participants will: • Learn about the SEC’s priorities and policy and enforcement decisions. • Understand the role internal audit plays in SEC discussions and actions. • Explore the role well-designed regulation plays in protecting investors and consumers while promoting financial stability and innovation. Richard F. Chambers, CIA, QIAL, CGAP, CCSA, CRMA, is president and CEO of The Institute of Internal Auditors (IIA), the global professional association and standard-setting body for internal auditors. Chambers has more than four decades of internal audit and association management experience, mostly in leadership positions. Prior to taking the helm of The IIA in 2009, he was national practice leader in Internal Audit Advisory Services at PricewaterhouseCoopers; inspector general of the Tennessee Valley Authority; deputy inspector general of the U.S. Postal Service; and director of the U.S. Army Worldwide Internal Review Organization at the Pentagon. He currently serves on the Committee of Sponsoring Organizations of the Treadway Commission (COSO) Board of Directors; the International Integrated Reporting Council (IIRC); and The IIA Board of Directors, as well as the Georgia State University School of Accountancy Advisory Council and the University of Alabama Culverhouse School of Accountancy’s Professional Advisory Board. Chambers also has served on the U.S. President’s Council on Integrity and Efficiency. Accounting Today ranks Chambers as one of the Top 100 Most Influential People shaping the accounting profession, and he is recognized by the National Association of Corporate Directors (NACD) as one of the most influential leaders in corporate governance. In 2016, Chambers was honored by American City Business Journals’ Orlando Business Journal as a top CEO of the Year. Chambers has authored two award-winning books: Trusted Advisors: Key Attributes of Outstanding Internal Auditors, which was released in early 2017; and Lessons Learned on the Audit Trail, which is currently available in five languages. Hester M. Peirce was appointed by President Trump to the SEC and sworn in on January 11, 2018. Previously, as senior research fellow and director of the financial markets working group at the Mercatus Center at George Mason University, Commissioner Peirce explored how financial markets foster economic growth and how well-designed regulation protects investors and consumers while promoting financial stability and innovation. Prior, she oversaw financial regulatory reform efforts following the 2008 financial crisis and conducted oversight of the regulatory implementation of the Dodd-Frank Act as senior counsel on Senator Richard Shelby’s Committee on Banking, Housing, and Urban Affairs staff. Earlier, Commissioner Peirce was counsel to SEC Commissioner Paul S. Atkins, a staff attorney in the SEC’s Division of Investment Management, an associate at Wilmer, Cutler & Pickering, and a clerk for Judge Roger Andewelt on the Court of Federal Claims. Monday | March 11 10:30– 11:45 a.m. CST From Risk to Opportunity: Leading Through Crisis NASBA Field of Study: Personal Development Knowledge Level: Advanced Fireside Chat With Cheryl Boone Isaacs Film Marketing Executive, CBI Enterprises, Inc. Former President, Academy of Motion Picture Arts and Sciences Moderator: Nancy Haig, CIA, CCSA, CFSA, CRMA Director, Internal Audit and Compliance Alvarez & Marsal In this ever-evolving and fast-paced business environment, every organization can expect disruption from risk. While businesses hope not to face situations precipitating significant disruption and media coverage, they must be prepared to manage unknown risks in the form of crises on a daily basis. Cheryl Boone Isaacs, film marketing executive and immediate past president of the Academy of Motion Picture Arts and Sciences, will discuss how she led the Oscars through crises that provoked major media attention. In this session, participants will: • Discuss potential impacts a crisis can have on an organization. • Examine tactics to address crises to minimize disruption and damage. • Explore business recovery strategies after managing through a crisis. Cheryl Boone Isaacs has been a respected motion picture marketing executive for over 30 years and is the immediate past president of the Academy of Motion Picture Arts and Sciences. Her business, CBI Enterprises, has consulted for MTV Films, Paramount Pictures, Universal Pictures, Lionsgate, and Sony Entertainment, among others. At New Line Cinema, Boone Isaacs and her marketing team helped position the studio as one of just two that had four films open No. 1 at the box-office in 1998, including Rush Hour, whose $33 million opening was, at the time, the largest in company history. Previously, she orchestrated Paramount Pictures’ acclaimed publicity campaigns for Forrest Gump and Braveheart, each of which won multiple Academy Awards. Boone Isaacs is currently an adjunct professor at Chapman University’s Dodge College of Film and Media Arts, and she guest lectures at several other schools. Nancy Haig is head of internal audit and compliance for a global consulting firm and previously served as vice president of internal audit for a global pharmaceutical manufacturer. Her expertise includes risk-based internal audit and compliance in the financial services, health care, pharmaceutical, and professional services industries. An advocate of the internal audit profession, Haig not only mentors those interested in pursuing a career in internal auditing, but also serves as a volunteer leader for The IIA on the global and North American boards as well as on the audit committee and editorial board. Monday | March 11 12:45 – 1:45 p.m. CST In Conversation With…Effective Approach to Audit Team Transformation NASBA Field of Study: Personnel/Human Resources Knowledge Level: Intermediate Moderator: Bill Michalisin Executive Vice President, Chief Operations Officer The Institute of Internal Auditors Stacey Schabel, CIA, CPA Vice President and Chief Audit Executive Jackson National Life Insurance Company Making your team one that people look forward to being a part of each day is crucial to talent retention, motivation, and attraction. If your team doesn’t currently fit this mold, team transformation is essential. Teams characterized by positive energy, honest communication, clear expectations, authentic leadership, opportunities for growth and development, challenging projects, and collaboration will attract and retain tomorrow’s leaders while the others struggle to keep up. In this session, participants will: • Receive tips for creating and fostering a high-functioning team environment, developing a talent pipeline, and inspiring and motivating their team. • Understand the keys to building and sustaining an effective audit team. • Learn how to structure their audit team for future success without massive hiring and firing. Bill Michalisin joined The IIA in 2013 as chief marketing officer leading all brand, marketing, communications, sales, and relationship enablement strategies across all global IIA channels. In 2014, his role was expanded to include oversight as the executive director of The IIA’s Research Foundation, and in 2015, he assumed the role of chief officer for IIA operations. In
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