Biography

Todd is a Principal in Wolf’s IT Advisory Services practice. He has significant expertise in IT general controls, IT governance, cybersecurity, and business continuity and disaster recovery planning.

He brings extensive experience supporting teams that serve as an extension of the IT audit plan for financial institutions, primarily credit unions, creating comprehensive alignment with relevant regulatory requirements for IT and cybersecurity. Todd’s deep understanding of credit union operations allows him to assist audit teams in developing and executing targeted IT audit programs that effectively address regulatory compliance requirements while supporting operational resilience and cybersecurity posture.

Todd also leads the development and oversight of IT Advisory Services resources supporting the IT portion of external financial statement audits conducted by Wolf’s Assurance teams. He is responsible for creating training programs, establishing methodologies, and providing ongoing oversight so clients are prepared for regulatory scrutiny and maintain alignment with financial reporting requirements. Todd works closely with Wolf’s SEC engagement teams so audit quality meets regulatory expectations. He helps prepare teams for inspections by reviewing documentation, addressing potential findings, and aligning audit procedures with PCAOB standards.

Todd oversees Payment Card Industry (PCI) engagement teams and works directly with clients to meet compliance requirements. He provides practical guidance on PCI standards, supports remediation efforts and thorough, accurate assessments.

Involvement

• Institute of Internal Auditors (IIA), Greater Boston Chapter

Education

• Bachelor of Science in Information Systems Audit and Control from Bentley University