2026 Internal Audit Seminar Series:
Beyond Assurance: Expanding Internal Audit’s Influence and Organizational Impact

Date & Time:
May 20, 2026, 1:00 p.m. - 2:00 p.m. ET

This session explores how Internal Audit can expand its value proposition through insight generation, advisory engagement, and stakeholder communication. Participants will assess practical methods for increasing IA’s visibility, relevance, and influence across the enterprise.

Learning Objectives:
Participants will be able to:
• Identify enhancements to audit approaches that strengthen influence, insight, and organizational impact.
• Evaluate current and emerging practices used by leading audit functions to remain relevant to stakeholders.
• Compare communication approaches for status reporting, escalation, and delivery of impactful messages to leadership and Boards.

2026 Internal Audit Seminar Series:
Wealth Management & Fiduciary Risk: Audit Considerations for Evolving Topics and Risk

Date & Time:
June 24, 2026, 12:00 p.m. - 1:00 p.m. ET

This session focuses on emerging Wealth Management and fiduciary risks, including suitability, conflicts of interest, operational controls, and regulatory developments. Internal Audit coverage expectations and multi-line-of-defense roles will be discussed in the context of evolving client, product, and platform demands.

Learning Objectives:
Participants will be able to:
• Identify emerging and ongoing regulatory requirements impacting Wealth Management and fiduciary activities.
• Assess Internal Audit’s role in evaluating governance, suitability, and operational controls related to fiduciary services.
• Compare differing audit approaches for coverage of Wealth Management and fiduciary risk areas.