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Wolf & Company's 2016 CEO & Board University

July 29, 2016 @ 8:00am

Location: The Woodstock Inn, Woodstock, VT


8:00 – 9:00 - Breakfast & Registration 

9:00 – 9:05 - Conference Kickoff 

9:05 – 10:05 - Keynote

  • Five Decision Traps Leaders Should Avoid
    Michael Roberto - Trustee Professor of Management, Bryant University

    Decision making can be challenging. Leaders need to analyze data, consult with their team, and ultimately make the tough call despite uncertainty and risk. In this session, you will learn abut the five key traps that trip up many leaders as they make crucial decisions. You will then discover ways in which you can avoid these traps and make better choices.  

10:05 – 10:20 - Break 

10:20 – 11:20 - Concurrent Sessions I (Choose one)

  • Audit Committee Update
    John Leonard, CPA - Member of the Firm, Wolf & Company

    As an audit committee member, it’s important to not only understand the accounting, auditing and financial reporting issues in today’s environment, but also what your oversight responsibilities are as an audit committee member. This session will address significant issues that are relevant to audit committees. Additionally, we will take a look at resources available to audit committees to assist them in fulfilling their responsibilities.  

  • Cybersecurity - Are You Ready for What's Next?
    Ryan Rodrigue, CISA, CISSP - IT Assurance Senior Manager, Wolf & Company

    The FFIEC has been busy developing guidance and standards for financial institutions to address the ever-increasing cybersecurity threat. From the development of a Cyber Assessment Tool, to the promotion of Information Sharing and Analysis Centers, to the establishment of a Cybersecurity Working Group among agencies, a number of regulatory developments are affecting the way financial institutions need to plan for and oversee their security function. In this session, Ryan will explore what programs will be impacted by increases in cybersecurity requirements, how it affects your current risk assessment processes, and what your role as a CEO or Board Member may be.


11:35 – 12:35 - Concurrent Sessions II (Choose one)

  • Three Lines of Defense: Integrating Compliance Across the Organization
    Stephen King, JD, AMLP - Director, Regulatory Compliance, Wolf & Company

    The changing regulatory landscape has introduced increased focus and heightened expectations for financial institutions around risk management and compliance risk management. Building a strong compliance culture and program starts with strategic planning built with the input from frontline units, compliance units and audit. Learn about how an integrated compliance risk management program can work for your bank.

  • ERM Governance: The Key to Building a More Strategic Institution
    Randy Marsicano, CISA, CRISC - Senior Manager, WolfPAC Solutions Group

    Sound risk management practices protect the health and welfare of your financial institution. In order to be successful, the risks you take on need to align with your strategic plan and risk appetite statement. In this session, we will show you how to use enterprise risk assessment (ERA) results to uncover a holistic view of your organization’s “risk DNA”. Utilizing an ERA heat map, we will advise you how to align risk management monitoring activities and costs with highest risk areas, ensuring key risk indicators are appropriate and give you the information you need to achieve your business goals, while keeping your organization safe.

12:45 – 2:00 - Lunch & CEO Pane

After completing this program, participants are eligible for 4 CPE credit. Wolf & Company, P.C. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPESponsors through its website:

Please contact Stephanie Creedon, Marketing Coordinator at or (617) 261-8142