This roundtable is for Internal Audit managers, manager candidates, and representatives of small audit shops (less than two (2) people). The goal of this roundtable is to introduce the participants to skills sets needed to both improve their management and strategic thinking skills. This will be accomplished through a half dat program to be broken out into two , two hour sessions: Leadership, Critical Thinking held September 27th. The Leadership and Critical thinking sessions will consist of a speaker to be followed by facilitated discussions by the participants sharing questions, concerns, and experiences.
Check in will be from 8:00 am to 8:30 am
Leadership Speaker - 8:30 am to 9:30 am
Leadership Questions/Networking/Discussion - 9:30 am to 10:15 am
Break – 10:15 am to 10:30 am
Critical Thinking Speaker - 10:30 am – 11:15 am
Critical Thinking Questions/Networking/Discussion – 11:30 am to 12:15 pm
Wrap-up – 12:15 pm to 12:30 pm
Jim Jorgensen is a proven entrepreneur with over 34 years of experience in the internal audit and accounting profession. He founded CrossCheck Compliance in 2008 to provide financial services organizations across the country access to highly talented regulatory compliance, lending and internal audit professionals. Built around a core team of industry leaders, CrossCheck Compliance is uniquely positioned to provide crucial advice and high-impact execution to help clients successfully navigate critical regulatory issues and manage risk. Prior to CrossCheck Compliance, he was a co-founder of Jefferson Wells, a professional services firm that provided business solutions and process improvement to its clients in the areas of internal audit, accounting, tax, and technology risk management. Prior to Jefferson Wells, Jim held various leadership positions in internal auditing for Kraft Inc,. Tenneco Inc., and Enron Corp. Jim, a Certified Public Accountant, a Certified Internal Auditor, and a Certified Information Systems Auditor, is a graduate of St. Norbert College and holds an MBA from the University of Houston.
Dr. Levitas specializes in strategic management. His research activity focuses on technology and new product development, particularly among biotechnology and pharmaceutical firms. He has examined how strategic alliances, financial asset availability, technology transfers, and managerial incentives affect firm innovation and survival Dr. Levitas is a member of the Academy of Management and the Strategic Management Society. His work has appeared or is forthcoming in publications such as the Academy of Management Journal, Competitive Intelligence Review, International Journal of Organizational Analysis, Journal of Engineering and Technology Management, Journal of Management Inquiry, Journal of Management, Journal of Strategy and Management, Journal of World Business, Organization Science, Small Business Economics, the Strategic Entrepreneurship Journal and the Strategic Management Journal. He was formerly an associate editor of Journal of Management, and serves on the editorial boards of the Strategic Management Journal, the Academy of Management Journal, the Journal of Management, and the Journal of Management Studies. A recipient of a UWM Sheldon B. Lubar School of Business Advisory Council Summer Research Fellowship that is awarded in recognition of research excellence, Dr. Levitas has also worked as a laboratory scientist, a securities research analyst, and a financial officer of a small Cincinnati firm.
A light breakfast (coffee, tea, water, snacks) will be served as well as a snack at breaktime.