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Financial Executives
Participants will be able to identify specific risks in their organizations, understand mitigation strategies, and recognize internal audit’s important assurance role.
Host: Michael Talbot, managing director, Deloitte & Touche LLP
Presenters: Anthony Fanizza, Seth Connors, Craig Stanton
1 Overview CPE credit | Specialized Knowledge
Key Takeaways
The investment management sector is currently facing new changes and challenges. These include emerging technologies, increasingly complex fraud risks, outsourcing and modernization initiatives, and operational challenges associated with shifts in product offerings, among others. We’ll discuss:
- Emerging risk areas and industry changes, such as the evolution of artificial intelligence, ongoing shifts in regulatory priorities, revised product offerings and go-to-market strategies
- Persisting risks, including cyberthreats, data management and protection, and ongoing efforts to modernize operations
- Integration of these risks into assessment processes, and internal audit’s role in addressing them
Michael Talbot
Deloitte - United States
Michael Talbot is a managing director in the Deloitte Advisory practice, where he advises clients on a wide range of operations, risk, and technology transformation initiatives. With more than 30 years of experience in the investment management industry, he engages clients in regulatory initiatives, operational performance improvement efforts, risk evaluation and governance model design, and assurance and compliance assessments.
