Please join us for our upcoming SEC Professionals San Antonio chapter meeting on Wednesday, November 19th at 11:00 a.m. We will once again offer not one, but two practical and timely discussions on navigating today’s SEC and corporate reporting landscape. Please join us for one or both sessions! The meeting agenda is below. Eligible participants will receive up to 2 hours of free CPE. The meeting will be held at Clear Channel Outdoor (4830 North Loop 1604 West, Suite 111, San Antonio, TX 78249) in the Digital Conference Room and lunch will be provided by Vaco. We hope to see you there!
Meeting Agenda
11:00-11:15 a.m.: Arrival and networking
11:15 a.m.-12:30 p.m.: Opening remarks & CPE session #1
12:30-1:00 p.m.: Lunch sponsored by Vaco & networking (arrival window for those who plan to attend CPE session #2 only)
1:00-2:00 p.m.: CPE session #2 & closing remarks
CPE Session #1: Understanding the Impacts of AI, Analytics & Emerging Audit Technologies on Your Organization
Accounting and internal audit teams are under growing pressure to do more with less: navigating talent shortages, evolving regulations, and expanding data demands. With external auditors rapidly adopting advanced technologies like analytics and AI, it’s a pivotal moment for internal teams to adopt a smarter, more strategic approach. In this session hosted by SOX & Internal Controls Professionals Group (SOX Pro), panelists from KPMG, Capital One, and Workiva will explore how audit, accounting, and finance teams can leverage a mix of data analytics, generative AI, and automation to drive efficiency and enhance control effectiveness. We’ll also examine risks, regulatory considerations, and ways to de-risk your audit workflows through the right tech stack.
CPE Session #2: What Quality Means for Auditors and Accountants - Perspectives on the PCAOB and the Profession
Join SEC Pro for a replay of our recent conversation with PCAOB Board Member Christina Ho on the evolving state of audit quality, perspectives on the future, and what it means for audit and financial reporting professionals. Explore how the impact of SEC oversight, regulatory shifts, technology, and an evolving profession are shaping expectations for the critical work of auditors, and how that impacts their counterparts in accounting and financial reporting. Christina Ho will share her perspectives on key developments at the PCAOB, her vision for enhancing audit quality, and the growing ripple effect of audit regulation on preparers.