Upcoming Events


Together with a number of leading Research Universities, we have established the Higher Ed Data Analytics Sharing Forum. A private, paid membership is required, and in return for annual membership dues, professionals responsible for data analytics at their universities receive up to 40 hours of CPE using a mix of on-site and on-line training. Importantly, they are establishing a network of peers that they can rely on for advice throughout the year. While this current group is for intermediate and advanced users of data analytics, a similar, lower cost forum is expected to be established in 2016 for organizations at the earlier stages of maturity. For more information, please see our downloads folder in the Resources tab to the right.


In past years, Joe has been featured as "Instructor of the Month" and his Auditing the Cloud course has been featured as "Course of the Month" on the IIA Global web site.  For more information on the course, see: IIA Feature


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For more information on the book or prior speaking events or to request us to speak to your local chapter please let us know via the Contact Us page of this website.

Past Events

Together with Georgia Tech Associate Director of Forensics Melissa Hall, Joe presented at the 2017 ACUA Annual Conference in Phoenix their data-driven risk assessment tool in a session titled "Auditing at the Speed of Risk." They will be presenting an update to this session at the June 2018 SCCE HIgher Ed Conference in Austin Texas.

In January 2018, Joe presented a two-hour session on Data Governance and Data Analytics best practices. The session was very well received, and it is expected that a longer session will be scheduled in Raleigh this fall.      

In December 2017, Joe presented a half-day session at the Kansas City IIA on Critical Thinking and Data Analytics, based on Richard Chambers new book Trusted Advisors.

In October 2017, we presented at the National Retail Federation IT Audit Roundtable on data-driven decision making in the Retail Industry.  

Together with University of California's Dr. Manfred Zorn, Joe presented on Visual Reporting and Data Analytics specific to Federal Grant performance at the 2014 ACUA Annual Conference. This session was based on their successful webinar with Tableau Software (available for replay here).

On October 14, 2014 we presented on Data Analytics and Visual Reporting to the Portland and Salem (OR) Chapters of the IIA. This class was based on a similar session delivered in March 2014, and incorporated additional hands-on exercises including several internal audit-specific activities that incorporated Tableau Software. 

On September 19, 2014 we moderated a panel for The Atlanta Conference on Data Analytics for the Retail Indusry. Panelists included internal audit analtytics leaders from The Home Depot, Carter's, and Oxford. This session received some of the highest evaluations of the entire conference.    

On March 5, 2014 we presented with MDACC's Nancy Penner on Using CCM for Improved Data Quality: Innovations at MD Anderson Cancer Center (MDACC) at the DRIVE Conference in Seattle. For more information on this year's DRIVE Conference, please see their registration page. DRIVE was an outstanding event for data analytics professionals, and we will be returning in 2015.    

On March 13, 2014 we presented on Visual Reporting and Data Analytics for the Research Triangle Park (Raleigh NC) Chief Audit Executives roundtable. 

Together with Georgia Tech's Melissa Hall, Joe presented on Social Media policy and investigative considerations at the ACUA Annual Conference in San Antonio TX.  For more information on ACUA's annual conference, please see: ACUA website

On May 9, 2012 we presented to the Northwest Florida IIA and ACFE District Conference on Data Analytics and Continuous Auditing.  For more information, see: http://www.theiia.org/chapters/pubdocs/156/2012_Spring_Seminar___Flyer.pdf

On April 16, 2012 we presented a full-day session to the Charlotte IIA Chapter on Continuous Auditing and Continuous Monitoring.  For more information, see: http://www.theiia.org/chapters/index.cfm/view.event_detail/cid/91/event_id/18063

On April 17, 2012, we presented a full-day session to the Green Mountain IIA (Burlington Vermont) on Auditing with Data Analytics. For more information and to see that outline.  https://www.theiia.org/chapters/index.cfm/view.event_detail/cid/151/event_id/18837

On March 1, 2012, we were in Nisqually (Olympia) WA presenting on Audit Data Analytics and Continuous Auditing, presenting to the local IIA Chapter.

On February 28 and 29, 2012 we were in Portland (OR) presenting on Emerging IT Issues, including Social Media, Cloud Computing, Mobile Computing, Data Loss Prevention, and more.  For details and to download the day's agenda, see http://www.theiia.org/chapters/index.cfm/view.event_detail/cid/49/event_id/18556.

On January 30, 2012 we were in Nashville TN presenting on Audit Data Analytics and Continuous Auditing.  For more information and to download the day's agenda, see http://vriq.us/u7ZEFT.

On January 17, 19, and 20, 2012 we were in Tampa FL, Austin TX, and Costa Mesa CA (respectively) for three more Continuous Auditing and Continuous Monitoring Bootcamp training dates. The full-day sessions built on the highly regarded bootcamp sessions that we led in Atlanta and Houston during 2011.  For more information, see: http://vriq.us/tY53mv

On October 21, 2011 we were in Richmond VA presenting two different 1/2 day CPE topics for the IIA District Conference.  Both Continuous Auditing and Social Media sessions were presented to more than 125 attendees - each session received excellent reviews.

On September 9, 2011 we were in Atlanta GA for the IIA's Atlanta Conference, and we were invited back for a November 11, 2011 session on Social Media.  At the Atlanta Conference, we presented on Data Analysis and Fraud, and included guidance on Continuous Auditing and Monitoring.

On June 28, 2011 we presented the first of several Continuous Auditing and Continuous Monitoring boot camp at the Georgia Society of CPA's in Atlanta.  Attendees developed an understanding of the business benefits of more frequent review and inspection of controls, and developed Company-specific Roadmaps as part of the class.

For more information and dates for other cities, please see: Registration and click on the link for Continuous Monitoring and Auditing Boot Camp or download a more detailed description of the class.

On February 8, 2011, we spoke for the Detroit IIA chapter meeting on the topic of Getting Started with Continuous Auditing and Continuous Monitoring.

On March 10, 2011, we spoke at the Birmingham IIA District Conference on the topics of Continuous Auditing, Data Analysis, and also Social Media.  

On March 23, 2011, we spoke at the North Carolina IIA District Conference for the Triad chapter.  We were responsible for two different sessions.  The first was titled "A Data-Driven Approach to Developing an Anti-Fraud program" and the second was "Social Media Implications for Internal Audit," where we co-presented with Chase Whitaker from HCA.

On November 11, 2010, Visual Risk IQ presented in Orlando FL for the AICPA's Controllers Conference where our topic was Social Media applications for Finance and Internal Audit.  The session received excellent feedback and comments from attendees, and has formed the basis for other Social Media presentations that we are delivering for Internal Audit and Risk Management professionals throughout 2011. 

On September 20, 2010, Visual Risk IQ was in Baltimore MD.  This time it was for the Association of College and University Audit (ACUA) Annual Conference.  We co-presented with Emory University's Scott Stevenson on the results of our P-Card and AP anti-fraud project.  Highlights of the presentation included how the project has been self-funding through its recoveries, in addition to providing internal control improvements. 

On September 14, 2010, we co-presented with HCA's Chase Whitaker on the implications of Social Media for Internal Auditors.  The session was highly rated, and generated discussion about auditor use of Social Media tools and also the institutional controls that organizations should consider when deciding whether / how its use should be permitted, controlled and monitored.

On Thursday March 18, 2010, Visual Risk IQ was in Charlotte, NC co-presenting with David Payseur from Arrowpoint Capital, and Dr. George Aldhizer from Wake Forest for a three-hours CPE session on Continuous Auditing, as part of the North Carolina District Conference.

On February 1, 2010, Visual Risk IQ was in Houston TX presenting a 1/2 day CPE session titled "Getting Started with Data Analysis and Continuous Auditing" for the local IIA Chapter.  Almost 200 people attended the lunchtime executive briefing, and more than 80 stayed for the entire seminar.

On November 6, 2009, Visual Risk IQ was in Northern New Jersey for the Rutgers World Continuous Auditing Symposium, where we were a panelist on best practices in Continuous Auditing.  The session included discussion of our Continuous Auditing Maturity Model, and chronicled CA / CCM implementations at a diverse mix of client companies and friends of our firm.  For more information, see the Rutgers website 

On Wednesday September 16, 2009, Visual Risk IQ was in Greensboro NC, co-presenting with Don Sparks from IDEA / Audimation, presenting a day-long CPE session titled "Introduction to Data Analytics" for the local IIA Chapter. For more information, please see the Greensboro NC IIA website.



On November 6, 2008 Visual Risk IQ presented a Continuous Auditing Lifecycle discussion in Chicago, together with Vonya Global. This training workshop allowed excellent networking for audit leaders to share their experience with data analytics and continuous auditing, and will be repeated again in 2009. Check back with Visual Risk IQ and Vonya Global for more information.

On February 26, 2009 in Raleigh NC, we presented with at the Institute of Internal Auditors’ (IIA) District Conference along with RH Donnelley (RHD), to discuss RHD’s Continuous Auditing journey and the big cost savings that our program has helped provide. For a copy of the presentation, see Joe's SlideShare account on LinkedIn.


Visual Risk IQ was a sponsor at MISTI’s SuperStrategies Conference and presented on April 16, 2009. Our session was titled “Finding Money and Detecting Fraud with Transaction Monitoring” and featured practical guidance on creating business value using Continuous Controls Monitoring techniques. To download a copy of the presentation, click here

On Wednesday May 19, 2010, Visual Risk IQ was in Orlando FL for MISTI's SuperStrategies, where we presented on Hot Topics in Continuous Auditing:  Fraud, FCPA, and More.  We addressed recent analyst research in Continuous Auditing and Continuous Controls Monitoring, and highlighted several client implementations that are producing great value for compliance and performance.