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2018 Ethics Symposium
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 Export to Your Calendar 5/18/2018
When: 05/18/2018
8:00 AM - 12:00 PM
Where: Babson College
231 Forrest St
Olin Auditorium
Babson Park, MA  02457
United States
Contact: Karen Regan
(978) 364-5134


Online registration is available until: 5/18/2018
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Program Agenda

 

7:30-8:00 am: Registration, Networking and Breakfast

 

8:00-8:55 am: Introductions, Ethics Update, Understanding and Identifying Bias

 

8:55-9:45 am: International Considerations in Ethics

 

9:45-10:00 am: Break

 

10:00-11:00am: Fraud & Forensic Investigations

 

11:00-12:00pm: Identify and Responding to Risk; Designing an Internal Audit Program

 

 

Speakers

Jarrod VanDerwerken, Partner, Audit - Grant Thornton

Experience overview
Jarrod is a partner in the Boston office and has more than 17 years of public accounting experience auditing public and private companies in numerous industries. 

Industry experience
Jarrod has extensive experience serving clients in the technology, manufacturing, health care, professional services, retail and distribution industries. His experience includes domestic and international companies of all sizes, and his areas of expertise include Security and Exchange Commission and Public Company Accounting Oversight Board rules and regulations, revenue recognition, including implementation of the new revenue recognition standard (ASC 606), complex debt and equity and stock based compensation. 

Education & professional memberships 

Jarrod graduated from Lasell College, Summa Cum Laude, with a Bachelor’s of Science in Accounting.

He is a member of the American Institute of Certified Public Accountants and the Massachusetts Society of Certified Public Accountants.

Community involvement
Jarrod has served on the board of directors of several local charitable organizations and as an Adjunct Professor of Accounting at Lasell College.

 



LeeAnn Manning, Managing Director, Business Risk Services - Grant Thornton


LeeAnn is a Managing Director in Grant Thornton’s Forensic Advisory Services practice in the Boston office. Prior to joining Grant Thornton, LeeAnn was a director at a nationally recognized consulting firm.

Experience

LeeAnn has more than 15 years of experience in forensic accounting, fraud investigations, business disputes, and other financial analysis matters in a wide array of industries.  Her clients have included major law firms, not for profit entities and numerous Fortune 500 companies.

 

Representative Engagements 

  • Engaged by counsel to investigate and quantify an asset misappropriation by a senior level executive at a not for profit organization.
  • Engaged by counsel to investigate “whistleblower” allegations at a public company subsidiary. Investigation discovered payments to fictitious vendors and misappropriation of company assets.
  • Engaged by counsel to investigate and quantify a multi-million dollar financial restatement resulting from management fraud and earnings manipulation.
  • Engaged by counsel to investigate and quantify the manipulation of non-financial data at a private college.
  • Engaged by counsel to assist a large retailer in responding to a Securities and Exchange Commission (SEC) inquiry resulting from “whistleblower” allegations. Issues involved review of accounting methodologies and applicable generally accepted accounting principles (GAAP) including revenue recognition, lease accounting, use of estimates, and proper financial statement disclosure.
  • Assisted management by performing monitoring procedures to ensure employee compliance with company policy and Department of Transportation regulations.
  • Supervised and conducted financial statement audits for private and public companies in various industries, including manufacturing, high technology and banking.

Professional qualifications and memberships

  • Certified Public Accountant, Massachusetts
  • Certified in Financial Forensics, AICPA
  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, Massachusetts Society of Certified Public Accountants (MSCPA)


Community involvement

  • Member, Board of Trustees, Boys and Girls Club of Boston

Education

  • Bachelor of Business Administration, Accounting, University of Massachusetts at Amherst
 

 

Corey Bazylinski, Principal, Controls Advisory - Grant Thornton

 

Business Advisory Services Partner
Corey is a Principal in the Business Advisory Services practice of Grant Thornton’s Boston office.  Corey has over 15 years of management experience with Business Process Internal Audit, Financial Process Management, IT Project Management, IT Security Audit, and Business/ IT Strategy work.
  
Industry experience
Corey is primarily engaged in governance, risk, and compliance projects which include Business Process Internal Audit and IT internal audit co-sourcing, IT Security Assessments, Sarbanes-Oxley documentation, analysis, and regulatory compliance, and enterprise risk management assessments. Corey has conducted various projects across the financial, insurance, manufacturing, and healthcare industries.

 

In addition, he has global experience in enterprise resource planning systems (ERP), financial operations including interim CFO roles, process improvement, project management, service pricing, and evaluation and business re-engineering.  

 

Prior to joining the firm, Corey was with Liberty Mutual Group within the Information Technology Hosting Services area. He was focused on PMO work for various implementations, budgeting/forecasting for the $265mm hosting services area, and process improvement initiatives using Lean Six Sigma methodologies. 

 

He also served many years on ERP implementations in over 18 countries for a privately held $700mm global corporation while managing various accounting groups at the company.  In addition, he also ran the general accounting department functions, including the closing and consolidation process for all of the company’s subsidiaries.  

Education
Corey graduated from Bentley College with a Bachelor of Science degree in Accountancy. Corey is also a Certified Information System Auditor (CISA).

 

 


Ash Dalnoot, Assurance Risk Management Director, Grant Thornton


Ash is a Director in Grant Thornton’s Audit Risk Management national office team. Ash has more than 15 years of accounting experience, including experience at a Big 4 Firm as an auditor of public and private companies in numerous industries, a regulator at the Public Company Accounting Oversight Board, and currently in Grant Thornton’s national office supporting various audit quality initiatives.ce

 

Ash specializes in international accounting/auditing issues and has extensive experience serving multi-national listed clients in the financial services, telecommunications, manufacturing, retail and distribution industries. His experience also includes inspections of international audit firms registered with the Public Company Accounting Oversight Board.  His areas of expertise includes but is not limited to Security and Exchange Commission rules and regulations, revenue recognition, fair value, consolidation, and Sarbanes Oxley Internal Control over Financial Reporting Requirements (“SOX 404”)  Ash graduated from the University of Georgia with a Bachelor’s and Master’s degree in Accounting. He is a member of the AICPA and the Massachusetts Society of Certified Public Accountants.  Ash has been involved with the National Kidney Foundation and served as Treasurer for several charitable organizations.  Ash speaks fluent Spanish, Dutch and Papiamentu

 

CONSENT CLAUSE

Registration and attendance at, or participation in, FEI Boston meetings and other activities constitutes an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions, and audiotapes of such events and activities by FEI Boston and other third parties, including but not limited the venue, the host city, and the host CVB. Your registration may include technology that monitors your activities throughout the meeting, such as session attendance and booths visited.

  

CANCELLATION policy

 In order to receive a refund, all cancellations must be made in writing to karenr@feiboston.org prior to 5:00 p.m. Thursday, May 10, 2018. We will not refund any cancellations made after the 10th.

 
CREDIT INFORMATION

This meeting qualifies for 4 CPE credits.

 

Learning Objectives

Attendees will leave with knowledge of:

  1. Ethics Update, Understanding and Identifying Bias, Testing your Fraud Knowledge
  2. Forensic Investigations, FCPA, Heat Index, Current Enforcement Actions
  3. Designing an Internal Audit Program, Responding to Fraud risks

 

Field of study: Behavioral Ethics

 

Prerequisites: There are no prerequisites for this meeting.

 

Advance preparation: There is no advance preparation require for this meeting.

 

Type of delivery method: Group-Live

 

Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

 

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. Available in all State except those that do not accept web-based self-study credits. For more information regarding administrative policies such as complaint and refund, please contact our offices at 978.364.5134.

 

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