Please read this notice in its entirety
Seating will be limited for this event so you must register if you plan on attending. No walk ups please.
Gold & Platinum Members Please Register
GACFE / IIA JOINT LUNCHEON MEETING August 11, 2017
Speakers: Scott Rosenbaum and Pam Tatum, KPMG; Phil Hurd, Georgia Institute of Technology; Stacy Kalberman, DeKalb County
GACFE / IIA JOINT AUGUST MEETING:
Date: Friday, August 11, 2017
Time: 10:30 AM to 3:00 PM
Registration Starting Time: 10:30 AM
Buffet Lunch Available: 11:00 AM
Speaker Presentations: 12:10 PM to 3:00 PM
Location: Ansley Golf Club, 196 Montgomery Ferry Dr. NE, Atlanta, GA 30309
This event qualifies for three CPE hours.
THE GACFE will have a joint meeting with the IIA on August 11th at Ansley Golf Club. We have an exciting group of speakers for an outstanding day of presentations. This event will be educational as well as a great opportunity to network. Our speakers are as follows:
12:10 pm - 1:00 pm
Speakers: Scott Rosenbaum and Pam Tatum, KPMG
Topic: Using Data Analytics to Detect Fraud
1:10 pm – 2:00 pm
Speaker: Phil Hurd, Georgia Institute of Technology
Topic: Auditing: Yesterday, Today, and Tomorrow
2:10 pm to 3:00 pm
Speaker: Stacy Kalberman, DeKalb County
Topic: Independence: What It Means for Ethics Officials, Internal Auditors, CPA's, and Other Professionals
Scott Rosenbaum, Forensic Manager, KPMG
Scott is a Manager in the Atlanta office of KPMG’s U.S. Forensic Advisory Services practice. Scott specializes in investigations, and also performs work related to fraud risk management, compliance and monitoring, and dispute advisory services. Scott has served as a lead on a multi-million dollar investigation into vendor fraud as well as a multi-million dollar anti-money laundering investigation for a multi-national bank. Scott has over seven years of professional experience as a researcher, investigator, and consultant. Additionally, Scott lived overseas for two years and has experienced living, working, and performing investigations in various countries. Scott is a CPA and CFE.
Pam Tatum, Lead Specialist, Analytics, Fraud Risk Management, KPMG
Mrs. Tatum is an experienced Manager in the Atlanta office of KPMG LLP’s Advisory Services practice and rejoined the Forensic group in December 2012. Mrs. Tatum was in the Transaction and Restructuring practice from 2008 through 2012; in the Forensics practice from 2004 through 2008; in the Audit practice from 1999 through 2004, and in the Internal Accounting department from 1989 to 1999. She has been involved in a number of projects while in the Forensic practice including, but not limited to, assisting clients with hard and electronic document discovery and review, fraud risk management, assisting with the prevention, detection, and response to fraud and misconduct, regulatory compliance and monitoring review, accounting dispute assistance, and bankruptcy assistance.
Phil Hurd, CAE, Georgia Institute of Technology
Phil has been a valued member of the Department of Internal Auditing since June of 1999. In July of 2007 he stepped up to head the department as the director. Before assuming the responsibility of leadership with Georgia Tech’s Department of Internal Audit, Phil was the Associate Director for Information Systems Audit and Assessment at Georgia Tech, where he worked for eight years. Prior to joining Georgia Tech, he served in the US Army for ten years, which has taken him to Germany, Korea, Hawaii, and various states in the continental U.S. He was a Communications Facility Chief for a strategic outpost in the Korean demilitarized zone (DMZ). This life shaping challenge helped him better understand the need for confidentially, integrity, and availability of information assets, and their role in organizational operations.
Prior to joining the team at Georgia Tech, Phil established a portfolio of expertise in the areas of project management, configuration management, and leadership which have supported his quest to enhance the audit program at Georgia Tech. Phil holds professional certifications as a Certified Information Systems Security Professional (CISSP), Certified Information Systems Auditor (CISA), and Certified Business Manager (CBM). He holds a Masters Degree in Information Systems from Western International University. Phil served as the 2005-2007 Director of Distance Learning for the Association of College and University Auditors (ACUA), an international association of internal auditors in higher education. Phil served ACUA’s Board for nine years in various capacities and was awarded with the ACUA Excellence in Service Award in 2007. Phil is a published author in the College and University Auditor professional journal and has held several leadership positions in the industry. He has been a featured speaker at professional conferences and presenter of live Webcasts.
Stacy Kalberman, DeKalb Ethics Officer
Ms. Kalberman spent the first 20 years of her career as a regulatory lawyer advising and educating clients how to stay compliant with state and federal laws while still meeting organizational goals. Prior to joining DeKalb County government, Ms. Kalberman was an associate at Powell, Goldstein, Frazer & Murphy (now Bryan, Cave); Of Counsel with Morris, Manning & Martin; and a Vice President at AIG. Ms. Kalberman also served as the Director of the Georgia State Ethics Commission where she guided the Commission through a period of increased challenges, responsibilities and workload, which included handling several high profile ethics cases. Ms. Kalberman earned her law degree from Emory University. She is a member of the State Bar of Georgia and is a Certified Ethics and Compliance professional. She is also a recipient of the 2014 Common Cause Democracy Award. Ms. Kalberman has been a resident of DeKalb County for 25 years.
NOTE: In order for Ansley Golf Club to plan for adequate seating and food, it is important for us to be able to provide a lunch count to them by Tuesday afternoon before our Friday meetings, so please be sure to register by 1:00 pm August 8, 2017. Even if you are a gold or platinum member, we ask you to please register for the meetings.