Virtual Conference
SOX & Internal Controls Update 2026
- Dates
- October 14, 2026 - October 15, 2026
- CPE Credits
- 16
- Location
- Virtual (ET)
- Field of Study
- sox
Early bird: $545 (through 9/23/2026) · List: $695
Register Now →VIRTUAL CONFERENCE
SOX and ICFR expectations continue to evolve as organizations navigate new technologies, shifting risks, and rising stakeholder demands. This 16 CPE two-day virtual conference provides a comprehensive update on the state of SOX today—grounded in real-world lessons learned, current survey results, and emerging best practices.
Led by national accounting firm experts and enriched by candid industry panel discussions, the program explores the most common ICFR and ITGC trouble spots, trends shaping SOX programs, and practical examples of how companies are incorporating AI and automation into their controls environment. Sessions blend technical guidance with actionable insights to help participants strengthen, streamline, and future-proof their SOX and internal control processes.
LEARNING OBJECTIVES:
- Apply the latest ICFR and SOX lessons learned, best practices, and survey insights to enhance your control environment
- Identify common ITGC challenges and evaluate strategies to remediate and prevent recurring issues
- Understand emerging SOX trends, including the impact of AI, automation, and tech-enabled control approaches
- Compare approaches with peers through industry panel discussion and benchmark your SOX program against current practice
Featured Speakers Include
- Will Abee, Deloitte, Accounting & Reporting Advisory Manager
- Dylan Fahy, Deloitte, Senior Manager
- Stefan Ozer, Deloitte, Partner
- Morgan Aumick, Deloitte, Senior Consultant - Business Controls Advisory
- Jeff Dietrich, BPM, Partner
- Paul Bansal, BPM, Managing Director
- Justin Kay, BPM, Partner
- Dan Hansen, Protiviti, Managing Director
- Jeff Sorensen, PwC, Global Client Partner
- Daniel O'Leary, Protiviti, Managing Director
- Wyatt McKenzie, PwC, Senior Manager
- Jon Medina, Protiviti, Managing Director
- Richard Vida, Riveron, Director
- Debbie Biddle-Castillo, Baker Tilly, Principal
- Jeremiah Saunders, BDO, Professional Practice Group Director - SEC Services
- Andrew Willis, Protiviti, Managing Director
- Angela Barcelos, CFGI, Partner
- Megan Cappy, Baker Tilly, Senior Manager, Risk Advisory
- Megan Smith, Deloitte, Audit Manager
- Dan Mochizuki, KPMG, Director
- Bassam Qasem, KPMG, Senior Manager
- Neil White, Deloitte, Partner, Global Internal Audit Analytics Leader
- Julius Hart, PwC, Senior Manager
- Steve Wang, Protiviti, Managing Director