About this Webinar
After recently completing AICPA’s 17-hour certification program for COSO, I was struck by the scarcity of any substantive pragmatic advice for implementing COSO / FDICIA / SOX. Since the COSO guidance is not bank specific, few examples apply. Additionally, one receives COSO certification without ever learning about, from a practical standpoint, scope, significance, control and risk articulation and testing. My experience with the certification program begs the addition of this follow-on “how to”. – David Sidon, CPA
This is a practical workshop designed (at an “expert-owner” level) for CFOs, Controllers, CROs, and Audit Managers of banks “typically” $750 million in assets and above (although participants of smaller institutions with mergers may pending also benefit).
Webinar will include:
- Overview of COSO, FDICIA (at $1 billion), SOX
- Best practices, including organizational responsibilities, leadership, ownership, timing, logistics, testing, on-going and annual updates
- Review of a sample set of Excel COSO matrices
- Review of a COSO “narrative” matching management assertions with COSO’s 17 principles and 87 focus points
- Questions throughout
1:00 PM EST
David B. Sidon, CPA Navis Partners, LLC and hosted by Jeffrey A. Rigsby, President & CEO of CB resource, Inc.
Who Should Attend
Community bank directors and senior executives (CEO, President, CFO, COO, CCO, CRO, Compliance Officer, Audit Managers).