Explorez tous les épisodes du podcast Powerful Insights

In this Powerful Insights podcast, Protiviti Managing Directors Matt Moore, Katie Dunlap and Fran Maxwell discuss the key findings and actionable insights from the firm’s 2027 Executive Perspectives on Top Risks and Opportunities Survey Report conducted with North Carolina State. Global business executives are preparing for a more demanding operating environment, but not one lacking opportunity. To unleash enterprise value, leaders are converging their growth and risk agendas to strengthen the interconnected capabilities their organizations need to transform the business, protect enterprise value, and respond as conditions shift.

You can visit Matt Moore’s LinkedIn page here:
https://www.linkedin.com/in/matthew-moore-9093b629/

You can visit Katie Dunlap’s LinkedIn page here:
https://www.linkedin.com/in/katiemdunlap/

You can visit Fran Maxwell’s LinkedIn page here:
https://www.linkedin.com/in/fran-maxwell-17aa233/

This episode is a rebroadcast of our webinar where we explore key findings from Protiviti’s 2026 Top Risks report and discuss how Technology, Media & Telecommunications leaders can strengthen resilience, modernize technology platforms, and govern AI effectively amid rapid industry disruption.

Scot Glover
Global Leader for Technology, Media & Telecommunications
https://www.linkedin.com/in/scot-glover-b0689ba/

Maureen Cooper
Director, Tech Audit & Advisory
https://www.linkedin.com/in/maureen-cooper-9223b059/

Claire Baughman
Associate Director, Security and Privacy
https://www.linkedin.com/in/claire-b-2a86a0191/

Brian Kay
Senior Manager, Security and Privacy
https://www.linkedin.com/in/brian-kay-95616514a/

Webinar Link: 2026 Will Test Every Assumption You’ve Made About TMT Risks – Are You Ready? (5247370)

This episode is a rebroadcast of our webinar where we explore how AI agents are reshaping the enterprise risk landscape and discuss how organizations can leverage Microsoft Agent 365 to strengthen governance, security, and oversight as agent adoption accelerates.

Drew Madelung
Microsoft MVP, Protiviti 
https://www.linkedin.com/in/dmadelung/

Anna Bordioug
Microsoft MVP, Protiviti 
https://www.linkedin.com/in/anna-bordioug/

Unique Glover
Director, Security Solutions Engineering, Microsoft 
https://www.linkedin.com/in/uniqueglover/

Webinar Link: Microsoft Agent 365: Governing Agentic AI at Enterprise Scale (5305310)

AI adoption in finance is widespread today--three out of four finance groups are employing AI--but only 14% of this group have defined an AI strategy, limiting the ability to scale and generate measurable transformation. That’s one of the key findings in Protiviti’s 2026 Global Finance Trends Survey Report, titled Synchronize. In it we explore the many competing demands for CFOs, requiring them to lead efforts to synchronize initiatives across the entire enterprise. Here to talk about those demands and their implications are Protiviti Managing Directors Chris Wright, Global CFO Solutions and Business Performance Improvement Lead, and Shawn Seasongood, Finance and Performance Management lead. 
 
You can visit Chris Wright’s LinkedIn page here: 
https://www.linkedin.com/in/chris-wright-60398588/ 

You can visit Shawn Seasongood’s LinkedIn page here: 
https://www.linkedin.com/in/shawn-seasongood-9a43ba6/ 

This episode is a rebroadcast of our webinar where we explore how leading organizations are using Microsoft Copilot and agentic AI to move beyond productivity gains and drive enterprise-wide innovation, growth, and business value.

Patrick Anderson
Managing Director, Protiviti
https://www.linkedin.com/in/pranderson/

Geetha Sivasailam
Microsoft MVP, Protiviti 
https://www.linkedin.com/in/gsivasailam/

Tim McKellips
Microsoft Scale Global Black Belt, Microsoft 
https://www.linkedin.com/in/timmckellips/  

Webinar Link: When AI Goes Beyond Productivity: Real Enterprise Innovation with Microsoft Copilot and AI Agents (5249592)

This episode is a rebroadcast of our webinar where we explore how financial institutions are responding to the convergence of fraud, anti-money laundering, and compliance risks, and discuss strategies for building more integrated and effective risk management programs.

Carol Beaumier
Senior Managing Director 
https://www.linkedin.com/in/carol-beaumier-5196878/

Constantine Boyadjiev
Managing Director, Risk & Compliance Analytics Global Leader 
https://www.linkedin.com/in/constantineboyadjiev/

Bernadine Reese
Managing Director, UK 
https://www.linkedin.com/in/bernadine-reese-4859b05/

Thomas Giltrow
Managing Director 
https://www.linkedin.com/in/tgiltrow/

Webinar Link: Where Fraud Meets Compliance: Building a Stronger Line of Defense (5280703)

AI transformation is actually a workforce transformation challenge. Is HR ready to lead that transformation? That’s one of the key questions we set out to answer in Protiviti’s latest AI Pulse Survey: The AI-People Conundrum: Learning to Lead, Not Lag. In the report, released in late July, we explore what happens when C-suite expectations and workforce realities diverge in an era where executives expect AI to improve performance and drive growth. Here to talk about those realities and their implications is Protiviti Managing Director Fran Maxwell, Global Leader, People and Change and the lead author of the research report.

You can visit Fran Maxwell’s LinkedIn page here:
https://www.linkedin.com/in/fran-maxwell-17aa233/

This episode is a rebroadcast of our webinar where we explore the issues and challenges shaping the aerospace and defense industry, and discuss how organizations can strengthen resilience, manage emerging challenges, and position themselves for growth.

David Brand
Managing Director, Global Aerospace, Defense, & Federal Industry Leader 
https://www.linkedin.com/in/david-brand-62a2953

Perry Keating
Managing Director & President of Protiviti Government Services (Pro Gov) 
https://www.linkedin.com/in/perrykeating/

Kimberly Lanier
Managing Director, People Advisory & Organizational Change 
https://www.linkedin.com/in/kimjabel/

Webinar Link: 2026 Top Risks & Opportunities for Aerospace & Defense (5256270)

This episode is a rebroadcast of our webinar where we explore how artificial intelligence is reshaping business valuations and due diligence, and discuss practical strategies for investors, boards, and deal teams to assess AI maturity, scalability, and disruption risk.

Frank Kurre Managing
Director, Global Board Governance Program Leader 
https://www.linkedin.com/in/frankkurre/

Rich Kessler
Director, AI Governance & Risk Management 
https://www.linkedin.com/in/rikessler/

Joel Wuesthoff
Managing Director 
https://www.linkedin.com/in/joel-wuesthoff-099b711/

Webinar Link: Due Diligence Reimagined: How AI Is Reshaping Valuations and Deal Risk (5299606)

This episode is a rebroadcast of our webinar where we explore findings from Protiviti’s Global Board Governance Survey and discuss how boards and executive teams can strengthen AI governance, oversee responsible adoption, and drive greater value from AI investments.

Frank Kurre
Managing Director, Global Board Governance Program Leader 
https://www.linkedin.com/in/frankkurre/

Laura Peterson
Board Member at Air Transport Services Group, Accelya and MicroVision 
https://www.linkedin.com/in/laurajpeterson/

Claudia Fan Munce
Board Member at Arteris, Best Buy and BMO 
https://www.linkedin.com/in/claudia-fan-munce-ab58536/


Webinar Link: The Board’s AI Moment (5255611)

This episode is a rebroadcast of our webinar where we explore how internal audit teams are moving beyond AI experimentation and embedding repeatable, scalable capabilities to enhance efficiency, effectiveness, and oversight.

Andrew Struthers-Kennedy
Managing Director & Global Leader, Internal Audit Advisory
https://www.linkedin.com/in/andrew-struthers-kennedy-6174601/

Andrew Galazka
Associate Director, Innovation
https://www.linkedin.com/in/andrew-galazka-a5538066/

Stephanie Gonzales
Director, Technology Audit
https://www.linkedin.com/in/stegonzo/

Webinar Link: From Pilot to Practice: AI That Works in Internal Audit (5336726)

This episode is a rebroadcast of our webinar where explore how manufacturing and distribution leaders are navigating today’s risks and driving growth through intelligent operations, modern technology, and adaptive workforce strategies.

David Kupinski
Managing Director, Global Manufacturing and Distribution Industry Leader 
https://www.linkedin.com/in/david-kupinski-264500a/

David Petrucci
Managing Director & Global Practice Leader Supply Chain & Operations 
https://www.linkedin.com/in/dave-petrucci-0a01671/

Sharon Stufflebeme
Managing Director, Technology Consulting 
https://www.linkedin.com/in/sharon-stufflebeme-3b6415/

Fran Maxwell
Global Leader, People & Change 
https://www.linkedin.com/in/fran-maxwell-17aa233/

Webinar Link: The Risk Advantage: Unlocking Manufacturing & Distribution Industry Growth in Uncertain Times (5222004)

Transformation is no longer solely a technology challenge; it’s an alignment challenge across the C-suite. Protiviti’s global transformation survey, conducted in partnership with the University of Oxford, shows that technology modernization delivers stronger outcomes when executives are aligned — and underperforms when disconnects persist. Yet many organizations are not able to realize the alignment advantage in transformation.

I’m Joe Kornik, A Senior Director in Editorial Programs for Protiviti, and in this Powerful Insights podcast I am  joined by my Protiviti colleagues Managing Directors Kim Bozzella, Global CIO and CISO Solution Lead, and David Petrucci, Global COO Solutions Lead.

You can visit Kim Bozzella’s LinkedIn page here:
https://www.linkedin.com/in/kimbozzella/  

You can visit Dave Petrucci’s LinkedIn page here:
https://www.linkedin.com/in/dave-petrucci-0a01671/

This episode is a rebroadcast of our webinar where we explore how data analytics and AI are transforming internal audit and enabling deeper insights, faster risk detection, and more strategic impact.

Nick Russell
Managing Director, Internal Audit & Financial Advisory 
https://www.linkedin.com/in/nick-russell-protiviti/

Hunter Henley
Director, Internal Audit Strategy & Technology Enablement
https://www.linkedin.com/in/hunterhenley/

Webinar Link: Harnessing The Power of Data and AI within IA (5007548)

This episode is a rebroadcast of our webinar where we explore how emerging technologies, including AI and advanced audit platforms, are reshaping internal audit and what leaders can do to build a forward-looking technology roadmap.

Angelo Poulikakos
Managing Director, Internal Audit-Tech Audit & Advisory 
https://www.linkedin.com/in/poulikakos

Ben Franjesevic
Director – Internal Audit Strategy & Technology Enablement
https://www.linkedin.com/in/benjamin-franjesevic-19307649/

Webinar Link: Technology Trends Transforming Internal Audit: From Insight to Impact (5012120)

This episode is a rebroadcast of our webinar where we explore how mid-market organizations can modernize through ERP transformation and leverage AI, data readiness, and change enablement to support scalable growth.

Chris Hanson
Managing Director, Business Platform Transformation 
https://www.linkedin.com/in/christopher-hanson-4748aa/

Carrie McNish
Managing Director, Business Performance Improvement, People & Change 
https://www.linkedin.com/in/carriemcnish/

Bryan Throckmorton
Managing Director, Digital Strategy and Transformation 
https://www.linkedin.com/in/bryanthrockmorton/

Kyle Swanson
Managing Director, Business Platform Transformation 
https://www.linkedin.com/in/kyle-swanson-24818210/

Webinar Link: Leveraging Cloud ERP to Scale Your Mid-Market Company (5171267)

This episode is a rebroadcast of our webinar where we explore how artificial intelligence is transforming internal audit and how organizations can integrate AI to enhance capabilities while keeping human judgment at the core.

Andrew Struthers-Kennedy
Managing Director and Global Leader, Internal Audit & Financial Advisory 
https://www.linkedin.com/in/andrew-struthers-kennedy-6174601/

Angelo Poulikakos
Managing Director, Internal Audit-Tech Audit & Advisory
https://www.linkedin.com/in/poulikakos

Webinar Link: Rethinking Internal Audit with AI (5101925)

This episode is a rebroadcast of our webinar in which we explore how organizations can strengthen data governance and security to address emerging risks and build resilient data ecosystems in the age of AI.

Gagan Arora
Director 
www.linkedin.com/in/gagan-arora-525a5b8/?originalSubdomain=uk

Merve Ugurlu
Senior Manager

Muhammed Yilmaz
Senior Manager

Webinar Link: Securing and Governing Data in the Age of AI (5075323)

This episode is a rebroadcast of our webinar in which we examine the evolving cyber threat landscape and explore how internal audit teams can strengthen organizational resilience and support effective response strategies. 

Mathew Holdt
Associate Director, Internal Audit & Financial Advisory 
www.linkedin.com/in/mathewholdt/

Jordan Hackney
Technology Audit Director 
www.linkedin.com/in/jordanhackney1/

Webinar Link: New Threats, Same Fight: Cybersecurity’s Next Challenge (5007468)

This episode is a rebroadcast of our webinar in which we explore the evolving cyber threat landscape facing operational technology environments and discuss how organizations can adapt security controls to better protect critical OT systems.

Justin Turner, Director, TC-Cybersecurity
www.linkedin.com/in/justinturner2011/

Derek Dunkel-JahanTigh, Associate Director, TC-Security and Privacy
www.linkedin.com/in/derekdunkeljahantigh/

Webinar Link: Bridging the Divide: Enhancing Operational Technology (OT) Security in a Converging IT/OT World (5024058)

This episode is a rebroadcast of our webinar, where our experts explore findings from Protiviti’s AI Pulse Survey Vol. 2 and how organizations can build trustworthy data foundations to accelerate AI maturity and ROI.

Matt McGivern
Managing Director, Enterprise Data & AI Governance Leader
www.linkedin.com/in/matt-mcgivern-01248

Peter Mottram
Enterprise Data and Analytics Global Leader, AI Leader 
www.linkedin.com/in/peter-mottram-1ba1883/

Link to webinar: Data Confidence Bridges the Trust Gap in Enterprise AI (5054228)

This episode is a rebroadcast of our webinar. Our experts break down the evolving AI regulatory landscape across the European Union, the United Kingdom, and Switzerland and discuss what financial services organizations need to know to meet emerging compliance, risk, and governance expectations. 

Webinar Link: Navigating AI Regulation Across Europe (5211889)

This episode is a rebroadcast of our webinar, 2026 Top Risks and Opportunities: An Internal Audit Perspective. In this session, our experts share the latest Top Risks and Opportunities Survey findings and explore what they mean for Chief Audit Executives as they navigate emerging risks, shifting priorities, and new opportunities for internal audit.

Andrew Struthers-Kennedy Managing Director, Global CAE Solutions, Protiviti 
www.linkedin.com/in/andrew-struthers-kennedy-6174601/
Melissa Kandel Managing Director, CAE Solutions, Protiviti 
www.linkedin.com/in/melissa-kandel-3803182/
Tyler Graham Managing Director, CAE Solutions, Protiviti 
www.linkedin.com/in/tyler-graham-39026751/

Webinar Link: 2026 Top Risks and Opportunities: An Internal Audit Perspective (5196329)

This episode is a rebroadcast of our webinar where we break down the final CMMC rule and share practical guidance on navigating new compliance requirements and leveraging Microsoft and Protiviti solutions to prepare for certification.

Randy Armknecht, Managing Director & Global Lead, Cloud Engineering Services, Protiviti
 www.linkedin.com/in/rarmknecht/
Kristi Gilliat, Director, Security and Privacy, Protiviti 
www.linkedin.com/in/kristi-gilliat-49966b3/
Justin Orcutt, Director of Cybersecurity for the Defense Industrial Base, Microsoft 
www.linkedin.com/in/justinorcutt/  

Webinar Link: Understanding the Final CMMC Rule and Its Impact (5114495)

This episode is a rebroadcast of our webinar where we explore key findings from the Protiviti–Oxford global executive outlook on customer experience and discuss how CX and marketing leaders are using data, AI, and connected experiences to drive growth and strengthen customer loyalty.

David Howard
Professor, University of Oxford 
www.linkedin.com/in/davidhowardoxford/  
Bryan Comite
Managing Director, Customer Experience Strategy Lead, Protiviti
www.linkedin.com/in/bryan-comite-0333a63a/  
Jennifer Friese Managing Director, Digital Experience and Platforms Lead, Protiviti 
www.linkedin.com/in/jenniferfriese/  
Alex Weishaupl Managing Director, Digital Creative & Design Studio Lead, Protiviti 
www.linkedin.com/in/alexweishaupl/  
Joe Kornik Senior Director, Editorial Programs & Editor in Chief, VISION by Protiviti 
www.linkedin.com/in/joe-kornik-599231b

Webinar Link: Strategic CX: Optimizing Your Customer Experience to Drive Business Growth (5000019)

This episode is a rebroadcast of our webinar where we explore how CFOs and finance leaders are using advanced technologies, modern FP&A strategies, and data-driven decision-making to navigate economic and geopolitical volatility and build more agile, future-ready finance organizations.
Chris Wright 
Managing Director, Global Business Performance Improvement Leader 
www.linkedin.com/in/chris-wright-60398588/ 
Kerry Buchar 
Managing Director, Business Performance Improvement  
www.linkedin.com/in/kerry-buchar-cpa-3a36698/ 
Lucas Manganaro 
Managing Director, Supply Chain Innovation 
www.linkedin.com/in/lucas-manganaro-2779204/ 
Neal Eisenberg 
Director 
www.linkedin.com/in/neal-eisenberg/ 

Link to webinar: Unlock Resilience and Foresight for Tomorrow’s Finance Leaders (5057521)

This episode is a rebroadcast of our webinar where we cover key findings from the 2026 Top Risks survey and share actionable insights to help organizations overcome AI deployment barriers, balance near-term risk management with long-term value creation, and drive sustainable growth.
Kim Bozzella
Managing Director, Global CIO Solutions and Technology Consulting Leader 
www.linkedin.com/in/kimbozzella/
Sameer Ansari
Managing Director, Global CISO Solutions Leader 
www.linkedin.com/in/sameer-ansari-93761a/
Tom Andreesen
Managing Director, Global Microsoft Alliance Leader and CIO Solutions 
www.linkedin.com/in/tom-andreesen-7a525ba/
Fran Maxwell
Global CHRO Team and People & Change Leader 
www.linkedin.com/in/fran-maxwell-17aa233/
Joe Kornik
Senior Director, Editorial Programs & Editor in Chief, VISION by Protiviti 
www.linkedin.com/in/joe-kornik-599231b

Link to webinar: 2026 Top Risks and Opportunities (5156622)https://event.on24.com/eventRegistration/console/apollox/mainEvent?&eventid=5156622&sessionid=1&username=&partnerref=&format=fhvideo1&mobile=&flashsupportedmobiledevice=&helpcenter=&key=FA05A4C0DD0A1001145A4735D59A6F5E&source=GATEWAY-783829%7CLP&rId=783829&rKey=E609CAAFB68BBF4EB4BEA27F781CC58C&oriontokens=eventId-5156622%7CuserId-814398477%7CgatewayId-783829%7CexperienceId-%7CcontentType-webcast%7ChideDownloadPDF-false&offset=60&newConsole=true&nxChe=true&newTabCon=true&consoleEarEventConsole=true&consoleEarCloudApi=false&text_language_id=en&playerwidth=748&playerheight=526&eventuserid=814398477&contenttype=A&mediametricsessionid=704638884&mediametricid=7236159&usercd=814398477&mode=launch

This podcast is the replay of a webinar Protiviti hosted in January.
April 30 marked the 100th day of the second Trump administration. Since Inauguration Day, the administration’s actions have reshaped national and international policies, resulting in economic uncertainty, geopolitical risk and global instability. Traditional scenario-planning and risk management strategies are insufficient to address the seismic shifts that have taken place in such a short time. 
In this webinar, our panel of experts dissect the immediate and long-term implications for U.S. and global businesses, as well as provide pragmatic advice to help attendees:

• Unpack the key developments of the first 100 days
• Identify the possible winners and losers
• Manage through this period of uncertainty
• Consider what may be just over the horizon

Speakers:
Carol Beaumier, Senior Managing Director, Global Leader for Thought Leadership, Protiviti 
Michael Brauneis, Executive Vice President, Global Industry & Client Programs, Global Financial Services Industry Leader, Protiviti 
Peter Henry, Senior Fellow at Stanford University’s Hoover Institution; Senior Fellow at Stanford’s Freeman Spogli Institute for International Studies (FSI)

Tariffs are the dominant issue of the day and the focus of our latest edition of Powerful Insights as we discuss how companies can assess and respond to them effectively in their organizations.
Without question, tariffs are dominating agendas and discussions in boardrooms, C suites and more as organizations try to figure out their impact on their products, services, supply chains, customer relationships and much more. In this episode, Protiviti managing directors Kerry Buchar and Lucas Manganaro discuss these and other effects and how organizations can address them timely and effectively.
Kerry is a leader in Protiviti’s Business Performance Improvement solution, with experience in accounting and finance transformation. She advises clients across industries on financial planning and analysis, strategic reporting, target operating model design, process optimization and shared services.
Lucas leads the Supply Chain Innovation Practice at Protiviti. Throughout his 20+ year career, Lucas has held multiple supply chain and procurement leadership roles focused on transforming business processes and leveraging technology to improve top- and bottom-line results.
Contact Kerry here: www.protiviti.com/us-en/kerry-buchar.
Contact Lucas here: www.protiviti.com/us-en/lucas-manganaro.
For more information, visit the Finance Transformation home on the Protiviti website: www.protiviti.com/us-en/finance-transformation.

This podcast is the replay of a webinar Protiviti hosted in January 2025. 
President Donald Trump took office in January with Republican control of both the Senate and the House and with a conservative-leaning Supreme Court. He has moved quickly to appoint cabinet members, agency heads and others who share his vision for the United States. He has also appointed individuals to advise him and his administration on a range of issues (e.g., energy, border, crypto and AI czars) and created a Department of Government Efficiency (DOGE) to make recommendations to the White House on ways to make government more efficient. Given these developments and what the president has said about his plans, which are the potential industry winners and losers and how might CEOs prepare for the administration based on this evolving information? 
Discussion topics include:

• Industries likely to be most impacted favorably and unfavorably
• The potential for increased mergers and acquisition activity
• The impact of U.S. policy on non-US domiciled companies
• The outlook for AI

Speakers:

• Carol Beaumier, Senior Managing Director, Global Leader for Thought Leadership, Protiviti
• Michael Brauneis, Executive Vice President, Global Industry & Client Programs, Global Financial Services Industry Leader, Protiviti
• Jonathan Wyatt, Managing Director, Protiviti Europe Regional Market Leader
• Rob Gould, Managing Director and Global Private Equity and Transaction Services Practice Lead, Protiviti
• Christine Livingston, Managing Director – Global AI Leader, Protiviti  

A look at the top priorities for CFOs and finance leaders in the coming year — among them, security and privacy of data, financial and strategic planning and analysis, leadership, and enhanced data analytics — reveals a tale of transformation for CFOs whose responsibilities continue to widen.
Protiviti recently conducted its latest Global Finance Trends Survey and has detailed the results in our report, TRANSFORM: Assessing CFO and finance leader perspectives and priorities for the coming year.
In this podcast, we talk with Protiviti managing directors Chris Wright and Nick Puetz about some of the key findings and trends revealed in the results.
Chris is the global leader of Protiviti’s Business Performance Improvement solution.
Nick leads Protiviti's Cyber Strategy and transformation practice.
For more information on Protiviti's latest global finance survey, visit www.protiviti.com/us-en/survey/global-finance-trends-survey.

In this episode of Powerful Insights, we talk about all things around readiness for an initial public offering, or IPO. And spoiler alert, there is a lot to address: accounting, financial reporting, cybersecurity, and even ESG and climate reporting.
Our guests are Stephen Alicanti and Kristy Balsanek from DLA Piper, and Charlie Soranno and Andrea Vardaro Thomas from Protiviti.
Stephen and Kristy both are partners with DLA Piper, a global law firm with more than 90 offices in more than 40 countries that provides legal solutions to businesses worldwide. Andrea and Charlie are managing directors and leaders in Protiviti's Business Performance Improvement solution.
Find more information about Stephen, including his contact information, here: www.dlapiper.com/en-us/people/a/alicanti-stephen-p.
Find more information about Kristy, including her contact information, here: www.dlapiper.com/en-us/people/b/balsanek-kristy.
Find more information about Charlie, including his contact information, here: www.protiviti.com/us-en/charles-g-soranno.
Find more information about Andrea, including her contact information, here: https://www.protiviti.com/us-en/andrea-vardaro-thomas.
Read Protiviti’s paper, Guide to Public Company Transformation, Frequently Asked Questions (Fourth Edition), here: www.protiviti.com/us-en/whitepaper/guide-public-company-transformation-frequently-asked-questions-fourth-edition.
For more information from Protiviti on IPO readiness, visit www.protiviti.com/us-en/ipo-readiness.

Supply chain management continues to be a hot topic in countless organizations in light of ongoing geopolitical challenges, evolving impacts of climate change, new tariffs, changing labor markets, and much more. How can supply chain and procurement leaders attack these and other challenges? It starts with building and implementing a strategic sourcing strategy.
Protiviti recently published a whitepaper, Strategic Sourcing: Gaining Advantage, Mitigating Risk, which dives into this topic and provides practical guidance on anticipating and mitigating supply chain risk while improving resilience and responsiveness.
In this episode of Powerful Insights, we talk with Lucas Manganaro, one of the authors of this paper. Lucas is a managing director with Protiviti and leads the supply chain innovation practice. Throughout his 20-plus year career, Lucas has held multiple supply chain and procurement leadership roles focused on transforming business processes and leveraging technology to improve top and bottom line results.
Find more information about Lucas, including his contact information, here: www.protiviti.com/us-en/lucas-manganaro.
Read our white paper, Strategic Sourcing: Gaining Advantage, Mitigating Risk, here: www.protiviti.com/us-en/insights-paper/strategic-sourcing-gaining-advantage-mitigating-risk.

Protiviti and NC State University's ERM Initiative have conducted the 12th annual Executive Perspectives on Top Risk Survey, in which we poll board members and C-suite executives from around the world on the risks they see as most significant for their organizations over the next 12 months and the next 10 years. For this year’s survey, we asked executives to peer into 2024 as well as a decade later, into 2034, and identify the most pressing risk issues for their organizations.
Not surprisingly, a number of themes emerged from the results. The economy and inflationary trends are top of mind for 2024. Cyber threats are a critical concern not only next year but also a decade from now. The geopolitical landscape is creating ripple effects across numerous risk issues. Technology-related developments and challenges, including the emergence of generative AI, continue, accompanied by concerns about talent and skills gaps. And amid all this, there are growing worries about third-party risks.
In this episode, Dr. Mark Beasley of NC State University’s ERM Initiative and Jim DeLoach of Protiviti discuss the key findings and takeaways from this year’s Top Risks study.
Mark is the Professor of Enterprise Risk Management and Director of the ERM Initiative in the Poole College of Management at NC State University. The ERM Initiative provides thought leadership about ERM practices and their integration with strategy and corporate governance. As founding director, Mark leads the ERM Initiative’s efforts to help pioneer the developments of this emergent discipline.
Jim is a member of the Protiviti Solutions Leadership team. His market focus is on helping organizations succeed in responding to government mandates, shareholder demands and a changing business environment in a cost-effective and sustainable manner that reduces risk to an acceptable level. He assists companies with strategy setting, business planning and performance management.
For further information, read our Executive Perspectives on Top Risks Survey executive summary and full report at www.protiviti.com/toprisks or http://erm.ncsu.edu.

As of August 25, 2023, large technology companies providing hosting services, online platforms and search engines, are required to put processes in place to be notified of illegal content and to act on notifications under the European Union’s Digital Services Act (DSA). Tech firms that do not meet a 45-million-user threshold have to comply with many of the DSA’s provisions beginning February 2024.
Those smaller companies, along with so-called very large online platforms (VLOPs) and very large online search engines (VLOSE), face significant financial penalties for noncompliance, including fines of up to 6% of a their global annual sales, and an outright ban for repeat offenders.
The global consequences of the DSA and what companies can do to comply with its broad mandates are explained in this blog and white paper.
In this podcast, Protiviti Managing Director Kaitlin Kirkham-Cooper and Protiviti Associate Director Roxanne Miller share their insights on the different tiers of tech companies the requirements apply to and how complex requirements may cause challenges for some companies. Both Kaitlin and Roxanne are with the risk and compliance practice at Protiviti.
Contact Kaitlin here: https://www.protiviti.com/us-en/kaitlin-kirkham-cooper
Contact Roxanne here: https://www.protiviti.com/us-en/roxanne-miller

The volume of CFO priorities has increased for years. In the past 12 months, the intensity of these urgencies also spiked, forcing finance leaders to make higher-stakes decisions more quickly and implement major adjustments with far-reaching implications.
Results from the latest Global Finance Trends Survey conducted by Protiviti show that CFOs recognize the volume and magnitude of the challenges bearing down on them and their finance groups as they prioritize ESG, generative AI, business planning and analysis, talent management, and much more.
The results of this study are available in our new report, Accelerate: Assessing CFO and Finance Leader Perspectives and Priorities for the Coming Year. This is available at www.protiviti.com/financesurvey.
In this podcast, Protiviti Managing Directors Kerry Buchar and Chris Wright share their insights on the results of this global study and what they tell us about the challenges finance organizations face today. Chris is the global leader of Protiviti’s Business Performance Improvement group. Kerry is a leader in the BPI practice, with experience in accounting and finance transformation.
Contact Chris here: www.protiviti.com/us-en/christopher-wright.
Contact Kerry here: www.protiviti.com/us-en/kerry-buchar.

The results from this year's Global Technology Audit Risks Survey, conducted by Protiviti and The Institute of Internal Auditors, reveal a complex and multifaceted landscape of technology risks. Cybersecurity is the top priority and by a wide margin. AI is an emerging risk with gaps in organizational preparedness and audit proficiency. The talent gap in IT is a growing concern and data privacy is a growing regulatory challenge.
Protiviti and The IIA recently published a research report on the results of this survey, Navigating a Technology Risk Filled Horizon. For this episode, we talk with Protiviti Managing Directors Lindsay Gleeson and Angelo Poulikakos about the results of the survey and their insights about the findings and the trends they reveal.
Angelo is global leader of Protiviti’s Technology Audit and Advisory practice. His specific areas of concentration include technology risk management, cybersecurity, IT compliance, internal audit and automation. Angelo has more than 18 years of experience in all facets of internal controls and frequently works with CIOs, CISOs, CAEs and other leaders to mature their technology risk management and audit capabilities.
Lindsay is a leader in Protiviti’s IT, internal audit and financial advisory practice. She has over 16 years of extensive experience with a focus in audit consulting and project management. She has managed and executed numerous projects related to internal controls and rationalizations; Sarbanes-Oxley, SOC2, NIST and HIPAA regulatory compliance pre-implementation reviews; and automation and information security governance assessments.
For more information, read Navigating a Technology Risk Filled Horizon.
Contact Angelo at angelo.poulikakos@protiviti.com.
Contact Lindsay at lindsay.gleeson@protiviti.com.
To request a transcript of this episode, contact kevin.donahue@protiviti.com.

In this episode, we discuss digital maturity in finance. Or more specifically, how more finance organizations are employing ERP systems, moving to cloud-based systems, transitioning more to analytics, and with that, understanding the talent management and risk management needs that are required with these major changes.
Sharing their insights on these issues are two Protiviti experts, Chelsea Black and Kizzy Gift.
Kizzy is a Director in the Business Performance Improvement practice. Kizzy specializes in finance transformation and change management within the BPI solution at Protiviti. She works with global clients on finance and operational process improvement, project management and change management. Kizzy has over 15 years of financial services knowledge as well as other industries including manufacturing, HR, healthcare and insurance.
Chelsea is a Director at Protiviti and has spent the last eight years in the Business Performance Improvement practice. With more than 12 years of professional experience, Chelsea partners with clients to improve overall operations focusing on organizational, process and technology enhancements. She is a subject-matter expert in shared services as well as project and change management in the finance transformation space.
Contact Chelsea at chelsea.black@protiviti.com.
Contact Kizzy at kizzy.gift@protiviti.com.
To request a transcript of this episode, contact kevin.donahue@protiviti.com.

In this episode, we dive into SOX compliance – specifically, the findings of and key takeaways from Protiviti’s latest Sarbanes-Oxley Compliance Survey. The results of our research are featured in our just-released report, The Evolution of SOX: Tech Adoption and Cost Focus Amid Business Changes, Cyber and ESG Mandates.
Offering their insights and perspectives are Protiviti Managing Directors Andrew Struthers-Kennedy and Angelo Poulikakos. Andrew is the global leader of Protiviti’s Internal Audit and Financial Advisory practice, and Angelo is the global leader of the firm’s Technology Audit practice.
Read Protiviti’s latest SOX Compliance Survey report here: www.protiviti.com/soxsurvey.
Contact Andrew at andrew.struthers-kennedy@protiviti.com.
Contact Angelo at angelo.poulikakos@protiviti.com.
To request a transcript of this episode, contact kevin.donahue@protiviti.com.

In June, nearly two years after issuing their proposal for third-party risk management (TPRM), the U.S. banking regulators – the Office of the Comptroller of the Currency, the Board of Governors of the Federal Reserve System and the Federal Deposit Insurance Corporation – finalized their guidance.
In this podcast, Brian Kostek from Protiviti interviews Kathryn Hardman from Veritex Bank and Helen Smith from First Citizens Bank about the implications of the updated interagency guidance for their institutions and how institutions can reconcile the revisions in their existing TPRM programs.
Brian is a Managing Director with Protiviti and leader of the firm’s third-party risk management practice. Kathryn is Senior Vice President with Texas-based Veritex Bank and is the Director of Third-Party and Model Risk Governance. Helen is the Head of Third-Party Risk Management at First Citizens Bank.
Contact Brian at brian.kostek@protiviti.com.
Contact Kathryn at linkedin.com/in/kathryn-hardman-096a99b.
Contact Helen at linkedin.com/in/helensmith2021.

ChatGPT is the talk of the town today. But as we all know, generative AI is much more than this one tool. Gen AI represents a new frontier of promise, productivity and capabilities for organizations around the world. But it also comes with risks that these organizations must understand and manage if they’re going to capitalize successfully on these new technologies.
In this episode, we talk all things gen AI with Protiviti Managing Director Christine Livingston. Christine is responsible for artificial intelligence/machine learning and innovation solutions at Protiviti. With over a decade of experience in AI/ML deployment, she has delivered hundreds of successful AI solutions, including many first-in-class AI-enabled applications. She has helped several Fortune 100 companies develop practical strategies for enterprise adoption of new and emerging technology, including the creation of AI-enabled technology roadmaps. She focuses on identifying emerging technology opportunities, developing innovation strategies and incorporating AI/ML capabilities into enterprise solutions.
Learn more about Protiviti’s Artificial Intelligence services here.
Contact Christine at christine.livingston@protiviti.com.
To request a transcript of this episode, contact kevin.donahue@protiviti.com.

In the wake of a world-changing pandemic and amid current uncertainties in the global economy, organizations have made, and are making, some significant adjustments in their operations. For most, the procurement function is at or near the top of the list. These changes are critical for procurement leaders to navigate and manage as global supply challenges become more complex and organizations continue to grapple with technology, talent and skills shortages.
There is a proven solution to address these challenges, something we refer to as procurement as a service. In this episode, we talk with two of Protiviti’s procurement experts, Chris Monk and Holly Lindstrom, about the challenges procurement groups are facing today and how this approach can help.
Chris, a managing director, and Holly, a director, are leaders in Protiviti’s Sourcing and Procurement Transformation Group.
For more information, visit Protiviti’s Sourcing and Procurement Transformation page on the Protiviti website.
Contact Chris at christopher.monk@protiviti.com.
Contact Holly at holly.lindstrom@protiviti.com.
To request a transcript of this episode, contact kevin.donahue@protiviti.com.

Well, it looks like a recession is coming. Or maybe it's not. Or maybe it is. It seems like it's been a long wait for the other economic shoe to drop. And in the meantime, many questions are arising around managing costs in organizations.
CFOs and finance leaders continue to have a lot of questions, and get even more from their internal stakeholders and customers, about projections, cost management, supply chains and more. This is especially true for organizations in the manufacturing and distribution industry. They operate in multiple locations. They often are operating on different systems. They can be more susceptible to supply chain issues and any disruptions that might take place around the world. And they have unique talent management challenges.
Strategic cost optimization and management is something beneficial to commit to during any economic cycle, especially for organizations in the manufacturing industry. In this episode, we speak with two experts on this topic – Protiviti Managing Directors Andrea Vardaro Thomas and Shawn Seasongood. Both are leaders in Protiviti’s Business Performance Improvement group.
For more information, visit the Cost and Performance Management page on the Protiviti website.
Contact Andrea at andrea.vardaro@protiviti.com.
Contact Shawn at shawn.seasongood@protiviti.com.
To request a transcript of this episode, contact kevin.donahue@protiviti.com.

As manufacturing organizations assess new ways to innovate and transform their operations, one area they continue to explore is the development of agile factories. In this episode, we talk with Protiviti Managing Directors Sharon Lindstrom, David Petrucci and Robert Giacobbe. Together, they explore the concept of agile factories and the importance of building flexibility and adaptability in the manufacturing sector.
The conversation highlights the significance of agile factories in today's manufacturing landscape. Protiviti’s experts underscore the challenges faced by traditional manufacturing plants and the need for flexibility, adaptability and rapid responsiveness. They also emphasize the lessons learned from the pandemic and the importance of embracing a B2C approach in a B2B environment to meet customer expectations. By incorporating new technologies and fostering a culture of agility, manufacturing companies can thrive in an ever-changing market.
Sharon is the Global Leader for Protiviti's Manufacturing and Distribution Industry Group. Dave is the Global Leader for Protiviti's Supply Chain Practice, and Robert is a leader with Protiviti's Supply Chain and Business Performance Improvement Group.
For more information, visit the Manufacturing and Distribution Industry and Operations pages on the Protiviti website.
Contact Sharon at sharon.lindstrom@protiviti.com.
Contact David at david.petrucci@protiviti.com.
Contact Robert at robert.giacobbe@protiviti.com.
To request a transcript of this episode, contact kevin.donahue@protiviti.com.

Top-performing internal audit groups share similar traits: They focus more on streamlined, tailored, impactful communications and reporting. They evolve and adapt routinely, and they push themselves to find and build talent and resources from both within and outside their organizations. But guess what? Fewer than six in 10 internal audit functions have access to the talent they need across any of the 12 Next-Generation Internal Audit competencies in Protiviti’s proprietary model.

These are some of the key findings from Protiviti’s latest Next-Generation Internal Audit survey. We conducted our study online in the fourth quarter of 2022 and had more than 550 internal audit leaders and professionals from around the world respond. Our results are detailed in our report Achieving Audit Relevance, available at Protiviti.com.

In this episode, we interview two Protiviti managing directors, Andrew Struthers-Kennedy and Angelo Poulikakos, about some of the highlights from this study. Andrew serves as the global leader for our Internal Audit and Financial Advisory practice, while Angelo is the global leader for our Technology Audit practice.

To learn more, read Protiviti’s full report, Achieving Audit Relevance, at www.protiviti.com/gl-en/survey/next-gen-ia-2023.

Contact Andrew at andrew.struthers-kennedy@protiviti.com.

Contact Angelo at angelo.poulikakos@protiviti.com.

To request a transcript of this episode, contact kevin.donahue@protiviti.com.

One of the most significant decisions a CFO faces is selecting the right technology or tool to help them run the finance organization and deliver expected results and value for the business. But technology selection is only the first step. There also is implementation, a just as important stage that can make or break the success of the technology and its effectiveness in the eyes of stakeholders throughout the organization.

In this podcast, we chat with Protiviti Managing Directors Shelly Kalladanthyil and Nick McKeehan about finance technology tool selection and implementation, including whether it’s time to move to the cloud. Shelly and Nick are leaders in Protiviti’s Business Performance Improvement and Finance Transformation practices.

Among the key points they make: It’s not just about choosing a technology and putting it into place. Selecting the right finance technology tool requires significant due diligence as well as contributors from throughout the organization to make it a true success for the business.

For more information, visit the Finance Technology & Data page on the Protiviti website: www.protiviti.com/us-en/finance-technology-data.

Contact Shelly at shelly.kalladanthyil@protiviti.com.

Contact Nick at nick.mckeehan@protiviti.com.

Over the past year, as one crypto organization after another has been beset by fraud or declared bankruptcy, countless headlines have surfaced warning of the death of the crypto industry. Yet the damage has been largely contained.

The developments have raised many questions about digital assets, cryptocurrency and blockchain technology as well as regulation and other factors that may help the industry evolve toward a sustainable business model.

In this podcast, Mike Brauneis from Protiviti interviews Lata Varghese and Maryann Kennedy from Protiviti and Liz Mathew from ConsenSys for their insights on the steps crypto exchanges can take to rebuild market confidence, the product innovation and technology use cases that may have been drowned out by the media echo chamber, and forthcoming regulation.

Mike is a Managing Director with Protiviti and global leader of the firm’s Financial Services Industry practice. Lata is a Managing Director with Protiviti and leader of the firm’s Digital Assets and Blockchain practice. Maryann is a Managing Director in Protiviti’s Risk and Compliance practice. Liz is an executive at blockchain technology provider ConsenSys. She manages growth and partnerships for MetaMask Institutional, the firm’s Web3 wallet platform for organizations.

Contact Mike at michael.brauneis@protiviti.com.

Contact Lata at lata.varghese@protiviti.com.

Contact Maryann at maryann.kennedy@protiviti.com.

Contact Liz at elizabeth.mathew@consensys.net.

The level of uncertainty in today’s global marketplace and the velocity of change continue to produce an array of potential risks that can disrupt an organization’s business model and strategic plan on very short notice. The results of the latest Top Risks Survey from NC State University’s ERM Initiative and Protiviti indicate the business landscape, to no surprise, looks much riskier for 2023 compared with this time last year. In fact, this year’s survey reveals that executives and directors perceive the current business environment as the riskiest in the 11 years we have conducted this study.

In this episode, we interview Dr. Mark Beasley of NC State University’s ERM Initiative and Jim DeLoach, a Managing Director with Protiviti, about the key findings from this year’s study and their insights as to how board members and executives worldwide view the current and long-term business landscape.

Mark is the Professor of Enterprise Risk Management and Director of the ERM Initiative in the Poole College of Management at NC State University. The ERM Initiative provides thought leadership about ERM practices and their integration with strategy and corporate governance. As founding director, Mark leads the ERM Initiative’s efforts to help pioneer the developments of this emergent discipline.

Jim is a member of the Protiviti Solutions Leadership team. His market focus is on helping organizations succeed in responding to government mandates, shareholder demands and a changing business environment in a cost-effective and sustainable manner that reduces risk to an acceptable level. He assists companies with strategy setting, business planning and performance management.

For more information on this year’s Top Risks Survey, visit http://erm.ncsu.edu and www.protiviti.com/us-en/survey/executive-perspectives-top-risks-2023-and-2032.

Contact Mark at mark_beasley@ncsu.edu.

Contact Jim at jim.deloach@protiviti.com.

The greatest IT audit concerns lie with cybersecurity-related breaches and related risk issues. Data governance and data integrity are being scrutinized. Regulatory compliance burdens and risk are increasing rapidly.

These are among the key takeaways from the results of the latest IT Audit Technology Risks Survey from ISACA and Protiviti, in which more than 7,500 IT audit leaders and professionals from around the world participated, The results show a dynamic threat landscape that has notably increased in severity since the last survey.

The report from ISACA and Protiviti, IT Audit Perspectives on Today’s Top Technology Risks, is available at isaca.org and protiviti.com/itauditsurvey.

In this podcast, Robin Lyons of ISACA and Angelo Poulikakos of Protiviti share their insights on the survey’s key findings and, perhaps most importantly, what they signify for IT audit functions and their organizations.

Robin’s role is IT Audit Professional Practices Principal with ISACA. Angelo is a Managing Director with Protiviti and global leader of the firm’s Technology Audit practice.

Contact Robin at rlyons@isaca.org.

Contact Angelo at angelo.poulikakos@protiviti.com.

Innovation, transformation and the introduction of more advanced technologies are on the agendas of most groups in an organization today. The same certainly holds true for internal audit functions – but perhaps not at the same levels of engagement as departments such as finance and IT. In fact, the results of the latest Next-Generation Internal Audit Survey from Protiviti show that overall maturity levels for enabling technologies such as advanced analytics and process mining trend lower than areas of governance and methodology.

Many CAEs and internal audit leaders want to capitalize on the greater efficiency and precision that more advanced technologies and automation can offer but are uncertain of how or where to get started.

For this podcast, we sat down to discuss these issues and challenges with Protiviti Managing Director Angelo Poulikakos. Angelo is the global leader of the Technology Audit practice with Protiviti.

For more information, read Innovation and Transformation Are Driving the Future of Internal Auditing, which is available at www.protiviti.com/IASurvey.

Contact Angelo at angelo.poulikakos@protiviti.com.

For a full transcript of this podcast, contact Kevin Donahue: kevin.donahue@protiviti.com.