September 29, 2022
1:00 pm - 4:30 pm

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DC Top Risks Summit

(This event is hosted by GWSCPA, IIA DC, and GRF CPAs & Advisors)

3.5 CPE credits are available for this event.

When it comes to risk management, accounting leaders know that it’s critical to stay one step ahead of the rest. That’s why GRF CPAs & Advisors (GRF) has teamed up with The Greater Washington Society of CPAs (GWSCPA) and the Institute of Internal Auditors (IIA) to bring you The DC Top Risks Summit. This virtual conference will bring together top DC-area leaders to discuss the current state of risk, and what’s coming next for the industry.

Join us on Thursday, September 29th for a virtual event of DC-area leaders discussing top risk perspectives, best practices, challenges and solutions. Following the keynote address, we will offer 3 practical, thoughtful, and timely sessions designed to enhance your risk management understanding and provide value to your organization. Don’t miss the opportunity to take home advice from some of the most influential leaders in the risk community!

Who should attend?
C-suite executives, accounting and finance professionals, general counsels, chief auditors and chief risk officers, internal and external auditors, IT professionals, members of boards of directors, and other risk management professionals who can benefit from the presentations and dialogue.

The DC Top Risks Summit will include:

      • Top Risk Presentation by NC State ERM initiative Founder Mark Beasley
      • Fraud and Cybersecurity Risk Mitigation Best Practices
      • Hot Topics in DEI and ESG Panel
      • Demo by AARP on Identifying Risks via Data Analytics


Session Agenda

IIA and GWSCPA Washington, DC Top Risks Summit
Hosted by GRF CPAs & Advisors
Session 1
1:00-1:05 PM
Opening Remarks: Welcome
Presenters: Melissa Musser and Kari Bedell
Session 2
1:05-1:35 PM
Opening Keynote: The Current State of Risk
Presenter: Mark Beasley, Director of Enterprise Risk Management Initiative at NC State
Session 3
1:35-2:25 PM
Manage Fraud and Cut Costs with Technology/Cybersecurity
10 Minute Break
Session 4
2:35-3:30 PM
Diversity, Equity, and Inclusion (DEI) and Environmental, Social, and Governance (ESG) Panel
Session 5
3:30-4:25 PM
Intersection of Audit, Enterprise Risk Management, and Data Analytics
Session 6
4:25-4:30 PM
Closing Remarks
Kari Bedell (GWSCPA) and Anton Leontyev (Freddie Mac)

Keynote Address: Current State of Risk


Industry leader Mark Beasley, Ph.D., Director of the Enterprise Risk Management Initiative at North Carolina State University starts the program with an overview of the current state of risk today.



Session 3

Manage Fraud and Cut Costs with Technology/Cybersecurity

Presenters: Mac Lillard, Darren Hulem and Ricardo Trujillo

In the digital age, the number of technology-related dimensions that might create cyber risks for organizations, including phishing attacks, ransomware, and data breaches have quadrupled in the last year alone according to FBI reports. This has left many organizations feeling vulnerable to virtual threats and confronted with the question – are the appropriate discussions around cybersecurity and information technology being held at the board level within your organization?

This session will focus on the changing landscape of cyber-attacks and strategies to mitigate ransomware in a cost-effective manner. We will discuss the benefits of a well-devised systems development lifecycle to protect your organization from outside threats. The session will also cover best practices needed to beef up your cybersecurity efforts and protect your most sensitive data.

Learning Objectives:

  • Gain an understanding of the current threat landscape and tricks/tools hackers are using to infiltrate victim organizations.
  • Gain an understanding of risk management practices, internal control mechanisms, and other tools to protect your organization from falling victim to fraud.

Session 4

Diversity, Equity, and Inclusion (DEI) and Environmental, Social, and Governance (ESG) Panel

Panelists: Mike Revelle (WAMATA), Zack Wisniewski (Johnson Lambert, LLP), Yukari Komuro (FHI 360), Valeria Mosconi (Sodexo)
Moderated by: Melissa Musser and Trevor Williams (GRF)

Now more than ever, consumers are demanding that companies go the extra mile when it comes to Diversity, Equity, and Inclusion (DEI) and Environmental, Social, and Governance (ESG) responsibilities. A more diverse workforce allows for broadened perspectives and decision-making while ESG keeps organizations accountable. As companies advance their DEI journey, stakeholders are looking to data surrounding diversity and ESG to make informed investment decisions.

In this session, participants will explore ways to get staff and leadership involved in DEI, methods to diversify hiring and retention practices, and how to promote a culture of consciousness and understanding within the organization.

Learning Objectives:

  • Gain an understanding of DEI and ESG and the risks related to these topics
  • Provide attendees with information on ways they can implement/enhance their DEI and ESG programs at their organizations

Session 5

The Intersection of Audit, Enterprise Risk Management, and Data Analytics

Presenters: Jenna Caprara (AARP), with Andreas Alexandrou and Mark Tessar (GRF)

Finance departments and auditors alike are now turning to Enterprise Risk Management (ERM), data analytics, and detail-oriented audit functions to streamline tasks and improve reporting – digitally transforming their organizations for better decision-making and the flexibility to pivot when necessary. As a result, businesses are learning that taking a more wholistic approach, in the form of ERM, data analytics and audit processes is crucial to the wellness and longevity of the firm and the industry.

This presentation will focus on how various roles within a company focus on ERM and how collaboration with the audit department can work to create a well-oiled machine, ensuring the continuity and safety of a business for its customers and its owners.

Learning Objectives:

  • See the top strategies for integrating the Risk Management and Internal/External Audit functions to gain efficiency/effectiveness
  • Understand how to incorporate data analytics and visualizations in your audit and risk management processes

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Melissa Musser, CPA, CIA, CITP, CISA

Partner and Director, Risk & Advisory Services

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Senior Manager, Risk & Advisory Services

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Darren Hulem

Darren Hulem, CISA, CEH, Security +

Manager, IT and Risk Advisory Services

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Trevor W. Williams, CPA

Partner, Audit, and Director, Diversity, Equity & Inclusion

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mark beasley

Mark Beasley, PhD

Director of Enterprise Risk Management Initiative, NC State University


Jenna Caprara

Internal Audit Manager, AARP

Mark Tessar, CPA, CIA

Audit Manager, GRF

Kari Kirwin Bedell GWSCPA

Kari Bedell

Executive Director, Greater Washington Society of CPAs


Mike Revelle, CIA, CISA, CRMA

Risk Advisory Manager at WMATA


Zack Wisniewski, CPA, CIA

Principal at Johnson Lambert, LLP


Anton Leontyev

Senior Internal Auditor at Freddie Mac