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 Audit Lightning Talk

10/23/2018 5:30 PM
Simple, 120 SE Clay St., Portland, OR 97214 |  




4-5 Speakers From our Local Professional Organizations


DATE: October 23, 2018


LIGHTNING TALK: 6:00pm – 7:00pm

NETWORKING: 7:00pm – 7:30pm


[pizza, salad and beer/cider will be provided]



120 SE Clay St.

Portland, OR 97214

Public parking on the street


PRICING: FREE (We will have a waitlist available, so if unable to come, please cancel your registration so others can attend)


Click here to register for Audit Lightning Talk!

1 CPE Hour


1. Eric Jenkins - AVP Senior Auditor, Umpqua Bank

Bio: Eric is a leader with experience in Enterprise Risk and Audit. He's worked for an interesting mix of companies, including America Online, GMAC, and Deutsche Bank, and has landed in the beautiful Northwest. He helps great companies work through financial crime and technology problems. In his free time he loves riding motorcycles and playing music whenever he can. Eric is a MBA, CAMS, CISA, and CRISC.

Topic: Motorcycles and the art of risk-taking as an Auditor: Navigating the twists and turns of your career can be both crushing, dizzying, and yes beautiful. Make bad choices and you could deal with years of regret. Accepting unplanned route changes can be very tough, hard on the ego, and downright scary. The trek of the last 10 years or so took my family through losing loved ones, a layoff from a bailout company (yes one of the ones who went to DC in a private jet to ask for money), income reductions, grad school, and being open to interesting opportunities that have taken me around the world. Luckily, I have the support of my wife and partner and together we've worked through many challenges in our lives together, as a team. Through relentless support and sometimes brute force, we've navigated bumps in the road and found balance by getting more comfortable with ambiguity and risk. I'd love to share a few minutes of ideas about my journey, how it changed several times without my consent, and offer some ways to think ahead about personal risk taking.

2. Lauren Overton and Taylor Schimbke - Moss Adams

Bios: Lauren: Started her career with Moss Adams in 2013. Her client experience ranges over various industries with a focus in manufacturing and distribution, construction, and healthcare in both the private and public sectors. Lauren’s favorite part of her job is the ability to gain an understanding of how different companies operate; whether that be discussing future projections with the CFO or reviewing a control process with a staff accountant. Outside of the normal work week, Lauren enjoys taking advantage of the Portland “foodie scene”, fostering rescue animals, spoiling her own pooch and going to see live music with her husband.

Taylor: Joined public accounting in 2014 and provides accounting, auditing, and consulting services to a wide variety of clients, with a passionate focus in the construction, forest products, and distribution industries. Recently, Taylor undertook a job rotation with the IT Assurance group at Moss Adams and is primarily focused on IT SOX compliance. She is helping to lead the firm’s initiative to develop skilled IT auditors and encourage collaboration and synergy across the assurance practice. In her free time, Taylor is a novice gardener and loves spending time outdoors with her golden retriever, Kobe.

Topic: The Recipe to an Auditor’s Success: Lauren and Taylor will give their perspective of what clients can do to avoid common pitfalls during audit engagements and ways to help your favorite auditors succeed.

3. Zefren Edior- Umpqua Bank

Bio: Zefren Edior is alumni of California State University Polytechnic Institute of Pomona, and he volunteers and spends time engaging youth in technology training and awareness, and engages HS and collegiate students through technology competitions and general outreach on professional development. He joined the Bank in December 2016, by way of Kaiser Permanente (Information & Web Application Security Engineering), EY (Advisory, Information Risk Management), Crowe Horwath (Advisory, Technology Risk Management, Silicon Valley), and KPMG (Advisory, GRC & Integration). Zefren is a thought leader in Data, Technology, and Information Security, and Risk Management, and he executes and delivers.

Topic: Keys to a Successful Robotic Process Automation (RPA) Implementation: Implement the foundational elements to accelerate business performance. RPA is the application of technology that allows employees in a company to configure computer software or a ‘robot’ to capture and interpret existing applications for processing a transaction, manipulating data, triggering responses and communicating with other digital systems.

4. Nancy Wells 

Bio: Nancy has over twenty years' experience with data analysis, application development, audit, and risk.  She has driven process change to achieve regulatory and policy compliance in banking, retail, healthcare and IT consulting.  She has eight years’ experience working overseas, across four global regions and feels this experience has greatly impacted her management style.  No surprise that Nancy enjoys traveling, but she also likes to explore the local cocktail scene and then running it off the next day in Forest Park. 

Nancy is a ten-year member of ISACA who maintains CISA and CRISC credentials and has served on the board of ISACA’s Willamette Valley chapter.  Nancy achieved her CIA this past year and ran her first Hood to Coast.​

Topic: Improve the probability of your recommendations will be implements​