A complete solution – presented in a policyIQ CPE event!

As part of our ongoing quarterly CPE event for policyIQ, we are putting together something a bit different – and bigger – than normal!

Join us on Thursday, November 30, 2017 at 12pm Eastern Time for the one hour CPE event presented via the web, showcasing policyIQ’s abilities, features and processes for all of your Policy Management needs.  Hosting this session will be Chris Burd, policyIQ Managing Director, and Travis Whalen, policyIQ Product Manager.  Learn more about policyIQ’s solution possibilities here.

In this Introduction to policyIQ CPE session, participants will be able to (among other milestones):

  • See how to utilize the import utility to centralize previously disparate content
  • Secure documentation with read, write and edit access – and approval processes
  • Apply search and reporting features to quickly gather information that is critical to decision-making

Sign up for this training here, and learn more about how policyIQ can be an effective solution for your organization’s Policy Management needs.

 

New Training Opportunities from RGP

Our technology experts may be particularly interested in these two upcoming RGP training sessions, as each deals with different aspects of technology in the GRC space.  Take a look!

November 17: Technology-based Innovation in the Digital Economy

The hills throughout Pittsburgh are filled with all kinds of beautiful Autumn color.  Fall nearly always means significant change to the weather and scenery of Western Pennsylvania, and this year is no exception.

Technology changes even faster–we can’t fight or resist the next big innovation may happen.  So, as companies, we need to be prepared to adapt these changing market conditions on a constant basis.  RGP Consultant Dr. Irvin Wladawsky-Berger will help us take a look at some of the technological hurdles we all experience, and how to best deal with these.  1 CPE credit is available for attending this event.

Click to sign up and emerge from the technology cloud more competitive and flexible than you ever imagined.

December 3: Cloud Computing and Business Performance Management

Speaking of clouds (technological, not those that bring rain), RGP experts have arranged an event to help bring some answers to cautious cloud-computing users.  Some find the idea of cloud-computing both stressful and confusing.  Does a cloud based environment really mean less security?  What are the benefits?  Attend this event, and get 1 CPE credit for participating.

Learn more about cloud computing and how it may be applied to your organization.

policyIQ a big hit at the GAM Conference!

GAM BannerAs the IIA has been known to do, their General Audit Management (GAM) Conference was packed with many high caliber speakers again this year! Presenters provided a wide array of insights falling within five tracks:

  • Talent & Resource Strategies
  • Regulatory & Compliance Issues
  • Risk Management
  • Innovation & Technology
  • Stakeholder Relationships & Expectations

Click here to check out the 2015 GAM Twitter highlights!

This year’s conference drew a record crowd and it seemed that the number of visitors to the RGP booth reflected that—we kept very busy talking about the things that differentiate us from other firms, such as

  • 3,000+ professionals in 70+ wholly owned offices (not affiliates) worldwide
  • Consultants have 10-20 years’ experience
  • 87 of the Fortune 100 served
  • 100% retention of top 50 clients
  • Served more than half the Fortune 1000

RGP_PartnersWe had more inquiries about policyIQ this year than at any previous conference. This was in keeping with a theme at the conference regarding leveraging technology to help audit to be more effective and more efficient. Our GAM audience seemed pleasantly surprised and asked the most follow-up questions when they realized that policyIQ can serve several Governance, Risk and Compliance needs within one tool—we do not require, cajole or have to finagle unsuspecting clients into purchasing additional tools or modules to meet their needs. Unlike other audit and GRC tool providers, we are focused on solving their problems and helping them to be more efficient—not on trying to milk them for multiple software applications and upgrades!

pIQ_All-in-oneOther policyIQ qualities that caught the attention of GAM attendees:

  • policyIQ is significantly less expensive than other tools
  • Implementation takes 4-6 weeks (not months or years)
  • Expert configuration support is included
  • Our team is known for “Excellent” service and support

There are some things that you DON’T get with policyIQ that stunned some technology shoppers, too:

  • No extra modules to buy
  • No up-front license fee
  • No upgrade fees
  • No hardware to purchase
  • No IT resources required

This summed up my experience at GAM this year:

GAM_FriendsIf I didn’t have an opportunity to address your questions at GAM and/or you’d like to talk more about how you can employ policyIQ to make your team more efficient, reach out to us at Support@policyIQ.com or 866-753-1231. We’ll have you up and running within the next quarter!

2014 Conference GAM-Packed with Great Speakers, Topics, and Connections!

I attended IIA’s 2014 GAM Conference with my colleagues, Les Sussman (Senior Practice Leader of RGP’s Governance, Risk and Compliance Practice) and Susan Miller (Managing Director, Client Service of RGP’s Parsippany office). We took in a lot of great information over the packed three-day conference and want to share some highlights with you in the form of my “Twitter Notes”! (You can check out the IIA’s Recap here.)

Virginia Gambale, Director of JetBlue Airways and Managing Partner of Azimuth Partners, was the keynote speaker addressing the topic of “The Board’s View of Governance and the Important Role of Internal Audit”.

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Gambale talked of how the priorities of audit have shifted with the changing tides in technology as well as with climate issues and the threat of terrorism. She highlighted that Boards need to shift, too (if they haven’t already), to include members with social media and marketing capability, technology, human capital, finance/accounting background, and industry experience.

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For many organizations, an annual audit plan is not appropriate any longer. A key takeaway from the great panel discussion that included principals from Cisco Systems, LinkedIn and Google was to be dynamic and agile in audit planning. Participating on the panel were Thomas Austin, VP, Governance Risk & Control at Cisco Systems; Inder Gulati, Head of Internal Audit at LinkedIn; and Lisa Lee, Director of Internal Audit at Google. Lee followed up with a great quote and apparent mantra at Google:

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More takeaways from the panel:

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We heard from the National Association of Corporate Directors’ Peter Gleason on “Engaging with the Audit Committee”:

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Joel Kramer, Managing Director of the MIS Training Institute, was an engaging speaker with a number of great points and memorable quotes! He reminded the audience of audit professionals to “go after the whales, not the minnows” and urged us to not simply roll forward last year’s controls—“business is changing too dramatically and continuously”. Plan to perform a new risk assessment [at least] annually. Here are a couple more Kramer notes:

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pIQImage9Of course, we appreciate his emphasis as we (RGP) have 70 wholly-owned offices around the world with experienced subject matter experts from a range of disciplines (Human Capital, Finance/Accounting, Risk & Compliance, Supply Chain, Legal, Information Management and other operational expertise in addition to Audit Expertise) that can support and supplement your audit teams. Check out our site for more information: http://www.rgp.com.

Olivia Kirtley, Deputy President of the Board of the International Federation of Accountants, further emphasized the need for audit to focus on people as one of their top priorities:

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And there was certainly a great deal of talk about the role of technology—in generating new challenges for audit professionals, as well as in aiding auditors to be more effective and efficient as they take on evermore responsibility:

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I engaged in an interesting conversation at one of our breaks and it was clear that there is still some confusion regarding the COSO 2013 Internal Control – Integrated Framework and whether it is necessary (for companies subject to SOX requirements who are using the COSO framework) to demonstrate the presence of all 17 of the Principles called out in the updated framework. Yes. And it was great to hear directly from COSO Chairman, Robert Hirth. Here are some of the takeaways:

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I really enjoyed listening to Jeanette Franzel, one of five members who make up the Public Company Accounting Oversight Board (PCAOB).

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Acknowledging the timing of the PCAOB’s Inspection Report which has led firms to require more evidence and documentation alongside the updated COSO Framework, Franzel commented that we are in the…

pIQImage20She discussed the Board’s willingness to visit with companies who have concerns or questions and cited some interesting examples.

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I wish that I could have cloned myself to attend more sessions at this year’s GAM Conference and to take more notes (share more tweets)! Overall, the conference provided some assurance that RGP and policyIQ are on the right track; providing appropriate guidance regarding audit planning, risk assessments, auditing, Auditing Standard No. 5, subject matter expertise, application of the updated COSO framework to finance and accounting professionals and beyond SOX, and that we have a great solution in policyIQ to pull all of the documentation and processes together to promote more effective and efficient teams and processes.

I sincerely appreciate the great connections made and information gathered! If we didn’t get a chance to connect at GAM or you would like to chat more, please feel free to reach out to me (or to have me put you in touch with someone in your local office)!

sbuehrle@rgp.com, and follow us on Twitter: @policyIQ, @ResourcesGlobal