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Access to sessions will be available the first day of the event. There is no attendance cap for TeamMate Live sessions unless otherwise stated.

Advanced Technologies - How does it affect Internal Audit? Where do I start?

General Audience
Artificial Intelligence, Robotics Process Automation, Natural Language Processing - Technology is evolving quickly and Internal Auditors will soon be tasked with using it or auditing it, or perhaps both. This session is intended to be an introduction to these terms, the basis of what the technology can do, separate fact from fiction, and help you start your journey to understanding the purpose and practical application of these technologies.

Related: Methodology

Agile Auditing

General Audience
Agile Auditing is the new buzz word in internal audit. Imagine taking agile development principles and methodology and applying it to how you create your audit plan, execute your work and plan the next audit. Learn how you can map Agile to your internal audit practice to create efficiencies characterized by the division of tasks into short phases of work and frequent reassessment and adaptation of plans both within TeamMate+ and as a general practice.

Related: Methodology

Assessing the Current State of IT Risk in Your Organization

Limited to Audit Executives
Based on the insights gained from the 2020 Touchstone Study, IT Risks remain on the fore-front of risks that require focus by CAEs yet are still underserviced. We will discuss the impact of these risks and strategies for assessment. This is an interactive session.

Related: Chief Audit Executives

Assessing Your Team's Digital Skills and Create a Plan for Upskilling or Hiring

Limited to Audit Executives
Digital skills and data literacy are key to staying abreast of the technology changes your organization is making and in using these technologies to your advantage. This first step in this journey is to assess the digital skills of your team in a meaningful way that can lead to a plan for training and upskilling or to pinpoint the skills you need to search for in your next new hire.

Related: Chief Audit Executives

Changing the Game for Your Team: What's Trending in Methodology Change and How to Make New Rules

Limited to Audit Executives
46% of Touchstone Study respondents indicated that major methodology change was planned by 2021. Four major areas of methodology change were identified and the Study details indicate where the best place to start actually is. We will discuss how each of these four areas impacts your teams; network with your peers to identify best practices; and compare where your team is in the journey to the benchmarks. This is an interactive session.

Related: Chief Audit Executives

Client Advisory Board: TeamMate Analytics

Invite Only
This session is for the Client Advisory Board for TeamMate Analytics to discuss the future of Data Analytics and the future roadmap of TMA.

Related: Audit Analytics

Continuous Risk Assessment - the Future of Ongoing Risk Evaluation in Your Organization

General Audience
The pace of change in organizations has never been faster. Is your team's annual evaluation of risk enough? There is a move to a more continuous and adaptable evaluation of organization risk and potentially with a data driven approach. In this session we will explore what continuous risk assessment could look like from an early adoption to a more complete methodology by exploring methodology and potential future value in TeamMate+.

Related: Methodology

Controlling User Risks across Business Systems (Greenlight)

General Audience
Is your organization demanding a unified, enterprise-wide approach to managing user risk as one user’s access now spans across ERP, cloud and other systems? Attend this session to learn how Greenlight Technologies provides real time integration to any and all business systems to provide continuous risk monitoring through real-time visibility of materialized risks and identification of the financial exposure that those risks have on the business. Make auditing of user access risks easier and a continuous function going forward in your organization for both you and the business owners. Learn how a connected strategy could boost your team’s effectiveness and increase your audit coverage.

Related: Methodology

Getting Data into TeamMate Analytics using Import Wizard and Power Query

General Audience
Learn to use TeamMate Analytics Import Wizard to transform data in a variety of formats including text files and PDFs, ready for analysis. Also, see how Power Query can connect to data sources and clean your data. These tools will allow you to short-cut the preparation of data, enabling you to start performing data analytics much sooner.

Related: Audit Analytics

Integrated Assurance: Practical Application with TeamMate+

General Audience
Under the broad umbrella of corporate governance, we find overlapping responsibilities among groups within an organization. Internal Audit, ERM, EHS, InfoSec, SOX and many other teams are working toward a common goal to provide advisory services to management to support the decision making and risk mitigation processes. Unfortunately, all of these groups tend to work in silos, which adds to management’s “audit fatigue”. Based on the most recent update to the IIA Standards, we should consider combining our efforts in audit planning and audit committee reporting in order “to ensure proper coverage and minimize duplication of effort” (IIA Standard 2050).

Related: Methodology

Interconnected Ecosystems and 3rd Party Risk Challenges

Limited to Audit Executives
The 2020 Touchstone Study highlighted that organizations are adding more 3rd Party Partners every year, yet who monitors these relationships and their potential risks? What Nth Party relationships are we truly unaware of and what is their potential impact? We will discuss how your team's data literacy and a systems thinking approach to mapping ecosystem connections and 3rd Parties can be managed. This is an interactive session.

Related: Chief Audit Executives

Introduction to TeamMate Analytics

General Audience
Increased audit analytics is an expectation today for identifying inefficient and ineffective processes including fraud, waste, and abuse of corporate resources. In addition to learning the basics of using TeamMate Analytics, you will learn how to use the Test Library to plan your testing and create data requests to ensure you get exactly the information you need in the format in which you need it. We will also introduce Expert Analyzer for automating data analysis and explore the more than 150 tools that can be used to analyze data and provide insights.

Related: Audit Analytics

Key Success Factors for Your Data Analytics Program

General Audience
In this session we will discuss aspects that are needed to manage the change and implement a successful analytics program.  We will explore how to measure and monitor the health and success of your analytics program and we will review the insights from the recent Touchstone Study on analytics programs, and their future direction. This session does not demo TeamMate Analytics specifically.

Related: Audit Analytics

Migrated Clients - Panel Discussion

General Audience
Are you a TeamMate AM champion who is eager to hear about the migration experiences of others? This panel discussion is entirely dedicated to this topic. Learn how other TeamMate AM clients prepared for and completed their migration to TeamMate+. On the panel we will have clients you used a variety of the migration service offerings so you can learn about personal experiences with these options.

Related: TeamMate+ Migration

Migration 101: Intro to Migrating from AM to TM+

General Audience
In this session, learn how to plan and prepare your team for migration by exploring the latest migration offerings to see how they align with your organizational needs. TeamMate+ migration experts will also guide you through the most frequently asked questions and provide the answers your team needs to plan your migration.

Related: TeamMate+ Migration

Migration 201: Best Practices

General Audience
After assisting hundreds of clients through their TeamMate migration, our team of experts have established a set of best practices to share. Learn how to get your TeamMate AM data ready for migration; plan for additional data that will be needed for TeamMate+ and review the tools available to help you prepare.

Related: TeamMate+ Migration

Migration 301: Data Migration Wizard in Action & Next Steps

General Audience
Come see how the self-driven Migration Wizard in TeamMate+ works through a demonstration of the steps and the results of a migration. Preview the Services Portal that contains the tasks for your migration and learn how to plan your next steps in your TeamMate migration journey.

Related: TeamMate+ Migration

Onboarding Users - Tips & Tricks

General Audience
Discover how your team can be more efficient and effective with onboarding new users from within TeamMate+. This session will walk you through the benefits of using TeamGuide Pro to train your new users.

Related: Methodology

Staffing for the Future of Audit

Limited to Audit Executives
In a recent IIA Survey, 72% of CAEs believed they have talent gaps on their staff, more than 90% report difficulty in recruiting experienced personnel, and 60% express difficulty recruiting entry-level staff. It’s time for us to look for new resourcing methods to be able to address the emerging risks in our organizations. The concept of talent elasticity opens the doors to alternative hiring options. This is an interactive session.

Related: Chief Audit Executives

TeamCloud 101 - Exploring TeamMate’s Hosting Solution

Technical
This session will explore the considerations and best practices employed when setting up and configuring the TeamCloud environment. Whether you are interested in learning more about TeamMate’s hosting solution as a potential option for your organization or you would just like to know what best practices you should consider for your own environment, this course can provide valuable insights to share with your colleagues at home.

Related: TeamMate+

TeamMate Analytics - Focus on creating Expert Analyzer workflows

General Audience
Expert Analyzer in TeamMate Analytics enables you to easily automate your analytics and manifest the expertise of your SMEs in a workflow. This allows auditors of any skill level to apply more complex analytics themselves. Learn how to create workflows using the visual workflow designer, and customize them to make them simple for auditors to run.

Related: Audit Analytics

TeamMate Analytics - Panel Discussion

General Audience
Are you a TeamMate Analytics customers wondering if you are getting the most out of TeamMate Analytics?  Would you like to hear from other TeamMate Analytics customers about their positive experiences and their challenges and get a chance to ask them questions?  If so this elective session is for you.  Attendees will be asked to submit their topics for discussion in advance to ensure our panelist are prepared to answer your questions.

Related: Audit Analytics

TeamMate Analytics:  What's New (since 7.0 release)

General Audience
TeamMate Analytics continues to offer new and expanded functionality. This session will cover what's new in TMA since Version 7.0, presented at the 2019 User Forum.

Related: Audit Analytics

TeamMate Connect - Get in Touch with Your Community!

General Audience
TeamMate Connect, a resource available to all TeamMate licensees, is a site established to facilitate communication and knowledge-sharing among and with TeamMate users and TeamMate staff. Explore how to add your ideas for product improvement and vote for others. We will explore the Learning Centre too and the options available to users.

Related: Methodology

TeamMate+ 101: An Introduction to TeamMate+ Audit (Part 1)

General Audience
This session is intended for TeamMate AM clients who have had little to no experience or exposure to TeamMate+ Audit and would like to learn more. This session will provide a very high level overview of features and capabilities of the new platform; a better understanding of the new user interface patterns. This is the first of a two part elective.

Related: TeamMate+ Migration

TeamMate+ 101: An Introduction to TeamMate+ Audit (Part 2)

General Audience
With the basics of Part 1 under your belt, this session will take a deeper dive into the components of planning, executing and reporting for an audit engagement while exploring new features and mapping how TeamMate AM workflows are achieved in TeamMate+. This is the second of a two part elective.

Related: TeamMate+ Migration

TeamMate+ 101: TeamMate+ Audit Roadmap for 2021

General Audience
As TeamMate AM users who are new to TeamMate+, come learn about the ideas on the future roadmap for TeamMate+ and new features you can plan to take advantage of after your migration.

Related: TeamMate+ Migration

TeamMate+ 101: Reporting Options

General Audience
TeamMate+ Audit has more reporting options for teams to explore. In this session, learn about the five mechanisms for reporting: - Landing Page Dashboards - Configurable Perspectives (for export) - Audit Reports - In-application MI Reports - Reporting API

Related: TeamMate+ Migration

TeamMate+ 201:  TeamMate+ Audit Champions Panel Discussion

Intermediate
Are you a TeamMate champion who would like to hear how other TeamMate+ champions manage their departmental TeamMate+ responsibilities? This elective session is designed as a panel discussion, where some of our seasoned champions will be available to describe how they manage key challenges and opportunities within their organizations. Attendees to this session will be asked to submit their topics for discussion in advance to ensure our panel is prepared to address these hot topics.

Related: TeamMate+

TeamMate+ 201: An Introduction to Solving Your Support Challenges

Technical
In this session we will discuss a 360° view of the most common TeamMate+ support issues including reporting, TeamMate+ Integration and how to avoid these common issues. • TM+ Reporting: Overview of behind the scenes with Cognos and the move to the new reporting engine • Office Integration in TM+ and Audit Report Authoring • A run down on the most common issues reported This session is suitable for IT Support, TeamMate champions, and advanced TeamMate users. TeamMate+ working knowledge is preferred.

Related: TeamMate+

TeamMate+ 201: Configurable Perspectives

Intermediate
Perspectives are a configurable way to see your data through different lenses and across Dimensions.  Want to see risk scoring by legal entity - create a perspective!  Want to work on a flat list of tests or procedures within an audit where due date is the key field - create a perspective!  Come see what all the hype is about. We recommend attending TeamMate+ 201: Dimensions as a pre-requisite.

Related: TeamMate+

TeamMate+ 201: Dimensions

Intermediate
One of the key strengths of the TeamMate+ platform is the ability to capture, work in and report on multiple dimensions. This session will cover how seeing your organization through many lenses strengthens your view and audit approach to your organization.

Related: TeamMate+

TeamMate+ 201: Workflow Configuration

Intermediate
Since the initial release of TeamMate+ Audit, workflow configuration has continued to advance. This class will cover the basics of the workflow options available across the various components of TeamMate+.

Related: TeamMate+

TeamMate+ 301: Reporting Services API with OData

Expert
Many organizations today have immediate and ever changing adhoc reporting requirements. This session will cover the data available in the TeamMate+ Reporting API, how to setup the API, how to connect the Reporting API to Excel and Power BI and demonstrate some dashboards that can be created using this data. Note this class is not a 'How To' for creating reports in Excel or Power BI, rather a presentation of what is possible and how others have creatively solved reporting needs using these tools.

Related: TeamMate+

Touchstone Research for Internal Audit: Insights

Expert
As an experienced TeamMate+ client, a great way to gauge your progress in adopting features and planning your next steps is to benchmark yourself against your peers. In this session, learn how the Touchstone Research for Internal Audit has shed light on trends, gaps and methodology maturity based on geographic territory, industry and team size and decide how your team compares. For greater learning, be sure to bring your team's research results to this session!

Related: TeamMate+

TeamMate+ 301: Client Advisory Board for Audit Management

Invite Only
This session is for the Client Advisory Board for TeamMate+ to discuss the future of Audit Management and the future roadmap of TeamMate+.

Related: TeamMate+

TeamMate+ 301: Data Exchange APIs - What You Need to Know as a Champion

Expert
This session will give TeamMate+ Champions a full understanding of the data points that are available to be exchanged in the TeamMate+ API offering including how to identify the business need and frequency for which data exchange is needed for risks, controls, projects, issues and custom measures. The roadmap for future APIs will also be explored in detail.

Related: TeamMate+

TeamMate+ 301: Roadmap Discussion

Expert
As TeamMate+ expert users, come learn about the ideas on the future roadmap for TeamMate+. Provide feedback on where the next 12 months of development effort should go, and share your ideas on trends to watch.

Related: TeamMate+

TeamMate+ 301: Walk Through of Agile Audit Prototypes

Expert
This elective is for expert/ 2 years+ users TeamMate+ users who want to participate in the creative side of defining a feature. Earlier in 2020, TeamMate conducted a number of contextual design visits with clients in early state implementation and/or actively using agile audit to conduct their work. This session will walk users through and discuss our current prototypes for supporting Agile Audit methodologies based on those visits. Provide your feedback and insights on our plans for Agile Audit. This session will be limited to 30 participants.

Related: TeamMate+

TeamMate+ 301: What's New (since 3.2 release)

Intermediate
TeamMat+ continues to offer new and expanded functionality. This session will cover what's new in TM+ since the 2019 User Forum.

Related: TeamMate+

TeamMate+ Architecture 201 – Ask the TeamMate Devolopment Team

Technical
This advanced technical session is designed to be very interactive by giving you a chance to meet leaders from the Development team. This elective will be a panel discussion in which attendees will be asked to submit their technical topics for discussion in advance so answers to your hot topics can be addressed concerning the technical aspects of the applications in the TeamMate portfolio. Additionally, the Development team will describe the architecture of the TeamMate+ platform. A recommend prerequisite for those new to TeamMate+ is the TeamMate+ Technical Introduction 101 electives.

Related: TeamMate+

TeamMate+ Architecture 201 – Ask the TeamMate Support and IT Services Teams

Technical
This advanced technical session is designed to be very interactive by giving you a chance to meet leaders from the Support and IT Services teams. This elective will be a panel discussion in which attendees will be asked to submit their technical topics for discussion in advance so answers to your hot topics can be addressed concerning the technical aspects of installation, ongoing maintenance and upgrads, TeamCloud, and troubleshooting. A recommend prerequisite for those new to TeamMate+ is the TeamMate+ Technical Introduction 101 electives.

Related: TeamMate+

TeamMate+ Audit 201: Assessment and Audit Plan (1 of 5)

Intermediate
This session provides an 60 minute overview of Assessment and Audit Plans (1 of 5) The Assessment in TeamMate+ is the single point for Project Creation and this class will cover configuration use cases for clients performing annual Risk Assessments and for clients who take a non-risk based approach to annual planning. Audit Plans will also be covered and how monitoring of Plan progress and other KPI’s can be performed. Note this class is the first in a series of 5 workflow electives sessions. Each session builds on the content presented in the previous elective so participation in all electives in this track is recommended.

Related: TeamMate+

TeamMate+ Audit 201:  Capacity Planning, Scheduling and Time Tracking (2 of 5)

Intermediate
This session provides an 60 minute overview of Capacity Planning, Scheduling and Time Tracking (2 of 5) Capacity Planning and its flow from Audit Plan to Scheduling to the Profile with a high level view on configuration will be covered. Next is basic scheduling functions and how staff assignments in the Schedule flow to the Profile and changes in Project Staffing flow back to the Schedule. This session will also cover the basics of Engagement Planning and information from Assessment and Schedule as well as Templates kick off smart planning. Lastly, learn how to use Timesheets to track and report on staff time across audit activities Note this class is the second in a series of 5 workflow electives sessions. Each session builds on the content presented in the previous elective so participation in all electives in this track is recommended.

Related: TeamMate+

TeamMate+ Audit 201: Engagement Planning, Execution, and Wrap-Up (3 of 5)

Intermediate
This session provides a 60 minute overview of Engagement Execution (3 of 5) Learn how to optimize enagement execution more effective and efficient by exploring different data entry modes depending on the task being performed. Explore how to make use of Perspectives and Dimensions to find the data that you require and streamline access to the fields your team uses most. Learn to leverage features like Due Dates, direct Reviewer assignments and cascading assignments to task out sections of the Project file quickly and easily. Master the use of features like Work Paper Check Out, Check In and versioning and see how core features like Office Integration & Hyperlink and Signoffs creat efficiency in your workflows. Lastly, we will cover the wrap up stages of an engagement including how to use Reviewer tools like Coaching Notes. It will also look at features available to ensure quality of data at key stages in the engagement including Finalization. Note this class is the third in a series of 5 workflow electives sessions. Each session builds on the content presented in the previous elective so participation in all electives in this track is recommended.

Related: TeamMate+

TeamMate+ Audit 201: Issue Tracking (5 of 5)

Intermediate
This session provides a 60 minute overview of Releasing Issues for Tracking and Basic Issue Reporting (5 of 5) See how the Issue Tracking process has been implemented in TeamMate+ with a more consistent user interface and an example of how the barriers between modules is being broken down as you have the ability to do follow-up work in either the Project or Issue Tracking areas of the application. This class will also cover the basic Issue Dashboards and Reports available to assist in ongoing monitoring and reporting of issues. Note this class is the last in a series of 5 workflow electives sessions. Each session builds on the content presented in the previous elective so participation in all electives in this track is recommended.

Related: TeamMate+

TeamMate+ Audit 201: Response Tracking & Reporting (4 of 5)

Intermediate
This session provides a 60 minute overview on Creation and Reporting of Issues/Findings (4 of 5) This elective will also focus on tasks typically performed when teams are ready to report their issues/findings in an audit. For some teams, reporting issues are they are discovered and getting input/ agreement from the business while audit work continues is an important step in timely reporting. The new capabilities for response tracking will facilitate this agility and help speed up reporting. Regardless of whether response tracking is used, all teams create a report. This class will also include the fundamentals of generating and audit report and using the workflow features to track the review process and manage versions. Note this class is the fourth in a series of 5 workflow electives sessions. Each session builds on the content presented in the previous elective so participation in all electives in this track is recommended.

Related: TeamMate+

TeamMate+ Audit 301: Management Information Reporting

Expert
Reporting to your stakeholders has never been more important. This session will kick off with a brief overview of the options to manage standard reporting (In-Application) and adhoc reporting (Reporting API). The remainder of the session will explore the standard dashboards and reports offered and configuration options users can apply to personalize these reports in a variety of ways.

Related: TeamMate+

TeamMate+ Data Exchange APIs - What You Need to Know for Technical Implementation & Support

Technical
This session will cover the technical aspects of what the TeamMate+ API offering includes and how it works including tools available to IT staff for organizations that choose to implement APIs themselves.

Related: TeamMate+

TeamMate+ Product Demonstration

Invite Only
This is a high level demo of the major workflow components of TeamMate+ meant to answer general questions on how TeamMate+ can help you streamline processes, provide consistency in the workflow and increase transparency, collaboration and insights.

Related: Prospects 

TeamMate+ Roadmap Discussion

Limited to Audit Executives
Interactive discussion about the future of Internal Audit and how the TeamMate+ roadmap will support future change.

Related: Chief Audit Executives

TeamMate+ Roadmap Review

Invite Only
This is an interactive session intended to allow prospects explore the future plans for TeamMate+.

Related: Prospects

TeamMate+ Technical Introduction 101 (Part 1)

Technical
This session will focus on the installation and technical configurations for the TeamMate+ platform, which includes both TeamMate+ Audit and TeamMate+ Controls. We will discuss architecture design, including hardware and software requirements, reporting engine, OLTP and reporting databases, and Windows Services. This class is recommended for new and existing TeamMate+ clients who want a better understanding of the technical aspects and maintenance of the TeamMate+ platform. This class will also be good for TeamMate AM clients looking to find out more about the technical differences with the new platform in preparation for the migration to TeamMate+. Note this is Part 1 of a 2 part session.

Related: TeamMate+

TeamMate+ Technical Introduction 101 (Part 2)

Technical
Building on the content from Part 1 of this series, we cover best practices for features like Windows Authentication, notifications, user management, and email configuration. This class is recommended for new and existing TeamMate+ clients who want a better understanding of the technical aspects and maintenance of the TeamMate+ platform. This class will also be good for TeamMate AM clients looking to find out more about the technical differences with the new platform in preparation for the migration to TeamMate+. Note this is Part 2 of a 2 part session.

Related: TeamMate+

TeamMate+ Technical Planning for Migrating from TeamMate AM to TeamMate+

Technical
While your business partners are planning their functional migration to TeamMate+, explore the technical considerations such as how to support your team through their migration period, user maintenance, archival options and considerations and much more.

Related: TeamMate+

Time with TeamMate Executives

Invite Only
Take some time after lunch to sit down with key members of the TeamMate executive team to get their perspective on TeamMate’s history and find out where we are headed.

Related: Prospects

Using Data Analytics to Detect Fraud in HR, Payroll and T&E Expenses

General Audience
Data analysis is a powerful tool for fraud examiners. By searching for patterns, anomalies, trends and outliers, you might discover a cleverly hidden scheme. Data analytics can be used to continuously audit an organization so that red flags of fraud are discovered and investigated soon after taking place. This course explores data analysis techniques to uncover fraud, with an interactive portion to identify the riskiest transactions in HR, Payroll and T&E Expenses processes

Related: Audit Analytics

Using Data Analytics to Detect Fraud in Purchase to Pay and Order to Cash

General Audience
Data analysis is a powerful tool for fraud examiners. By searching for patterns, anomalies, trends and outliers, you might discover a cleverly hidden scheme. Data analytics can be used to continuously audit an organization so that red flags of fraud are discovered and investigated soon after taking place. This course explores data analysis techniques to uncover fraud, with an interactive portion to identify the riskiest transactions in Purchase to Pay and Order to Cash processes

Related: Audit Analytics