2025 Annual Conference Virtual Encore: Best of Presenters

SCHEDULE

Wednesday, November 12, 2025 DAY 1                                                  

Welcome and SESSION #1    11:00 AM – 12:00 PM ET / 8:00 AM – 9:00 AM PT
​CPE Hour(s) 1
​Legal and Ethical Landmines in AI: What You Don’t Know Can Hurt You
​Susan Frew, AI Expert, Entrepreneur, and Speaker Extraordinaire 
AI is showing up everywhere—from the tools we use at work to the content we scroll at home. But while the tech feels exciting (and sometimes overwhelming), it also comes with serious responsibility. In this engaging and down-to-earth talk, Susan Frew breaks down the real risks and gray areas—without the tech-speak or legalese. You’ll leave knowing how to stay smart, stay safe, and stay out of trouble when using AI in your work or business.         

SESSION #2   12:15 PM – 1:15 PM ET / 9:15 AM – 10:15 AM PT
CPE Hour(s) 1
Is your organization’s website compliant?   
Mary Jane Schroeder,  Penn State Health
Websites are the gateways to many organizations. In healthcare, websites are the digital front door for patients or prospective patients. Websites can provide information about the healthcare services provided and the practitioners that provide those services. Patients can schedule appointments or receive information about recent test results. The website can also share information about the organization’s mission and opportunities to contribute monetarily to that mission. With all that information on the website, how secure is that information being entered or accessed? Can users with disabilities easily access the site? What if their first language is not English? What user information is being captured and tracked? This presentation will discuss the challenges of reviewing your website to look for possible compliance risks that may be unaddressed.

SESSION #3   1:30 PM – 2:30 PM ET / 10:30 AM – 11:30 AM PT
CPE Hour(s) 1
The Future of Healthcare Internal Audit: Microsoft 365 Copilot
Terry Corcoran, Protiviti and Clifford Cozzi, Rush    
This training session will delve into the transformative capabilities of Microsoft 365 Copilot for internal auditors in the healthcare sector. We will cover how Copilot’s AI-driven tools can automate routine audit tasks, enhance data accuracy, and provide real-time insights. Attendees will learn to utilize Copilot for efficient compliance monitoring, risk assessment, and reporting, ultimately leading to more effective and streamlined audit processes.     

SESSION #4   2:45 PM- 4:45PM ET / 11:45M – 1:45 PM PT
CPE Hour(s) 2
Mounting Pressures: Navigating Recent Enforcement Activity and Mitigating Compliance Risk
Leslie Boles, Revu Healthcare            
From False Claims Act settlements to data privacy crackdowns, healthcare enforcement actions have been on the rise. Internal auditors must stay ahead of these trends to effectively protect their organizations. This session will provide an in-depth analysis of recent federal and state enforcement actions, highlighting emerging areas of government scrutiny. Attendees will gain insight into the compliance pitfalls leading to high-dollar settlements and reputation-damaging headlines—empowering them to proactively adapt their audit plans.

Focusing on real-life examples and lessons learned, this session will help internal audit professionals better understand how to evaluate risks, tighten controls, and prevent compliance failures. Coupled with best practices for designing robust, forward-looking internal audit programs, participants will leave equipped to elevate their compliance efforts in response to evolving enforcement priorities.”

SESSION #5   5:00 PM- 6:00 PM ET / 2:00 PM – 3:00 PM PT
​CPE Hour(s) 1
​2025 Top Healthcare Internal Audit Plan Priorities
​Matt Jackson, Alex Robison, Richard Williams, Lindsay Gleeson – Protiviti
Join us as we provide a preview of the top 10 internal audit plan priorities for 2025. We will discuss the key challenges healthcare organizations are facing, what internal audit is doing to assist in addressing the issues, and other hot topics that should be incorporated into future audit plans.

​Thursday, November 13, 2025 – DAY 2
​
Welcome and SESSION #6   11:00 AM – 12:00 PM / 8:00 AM – 9:00 AM PT
CPE Hour(s) 1
Ensuring Excellence: Mastering the Art of Auditing Clinical Documentation Integrity Programs
Gregory Davis, Bryan Beaudoin – Protiviti
Through this presentation, attendees will be equipped to effectively audit Clinical Documentation Integrity (CDI) programs from an efficacy, compliance, and program collaboration perspective. Auditors will understand the importance of CDI programs beyond just accurate reimbursement, including quality rating data and even patient care. Presenters will discuss assessing key components of a CDI program, such as use of technology, provider education, auditing and monitoring functions, and effective workload prioritization.

SESSION #7   12:15 PM – 1:15 PM ET / 9:15 AM – 10:15 AM PT
CPE Hour(s) 1
Ashley Warlick, Johns Hopkins                        
Audit Ratings Demystified: Our Process for Overall Reports & Individual Issues         
This presentation will explore our unique approach to rating individual audit issues, as well as overall reports, using a homegrown weighted rating system. We integrate these ratings throughout the audit process—from entrance to exit—fostering transparency and collaboration with audit clients. Learn how this approach could enhance your own reporting process.

SESSION #8   1:30 PM – 3:30 PM ET / 10:30 AM – 12:30 AM PT
CPE Hour(s) 2
Steven Sokol, Jordan Williams – St. Jude Children’s Research Hospital           
​Overcome Your Personal Barriers to Great Working Relationships
Internal auditors can make enormous contributions—but only by informing and influencing others. Great working relationships are critical to meeting objectives, making a difference, and even meeting the IIA’s standards.

Most auditors have great analytical, documentation, and project management skills—all required to conduct an independent, objective, standards-compliant audit. However, none of those skills build the relationships needed to get risk assessment and planning insights or to build trust with colleagues. Auditors, a naturally skeptical group, can struggle to communicate their results in a way that is understood by more optimistic coworkers. Additionally, an introvert personality trait can make connection with audit clients difficult. Alternatively, extraverts in the year 2025 may struggle to connect with others in an increasingly virtual world.

Come find what is functional and dysfunctional in your relationships and approach. Learn practical, real-world techniques used by the presenters to overcome their own natural challenges to build terrific relationships with coworkers beyond finance and compliance. Build a relationship map that will cover your needs for risk assessment and ongoing dialogue throughout your organization. This session will include vulnerable and hilarious descriptions of lessons learned and as well as hard-won achievements.

SESSION #9  4:00 PM – 5:00 PM ET / 1:00 PM – 2:00 PM PT
CPE Hour(s) 1
Darryl Rhames, University Health
Compliance Onboarding – What training are you providing to your organization? 
To share the training presentation and topics provided to staff being introduced to compliance at our hospital. The presentation will cover snippets of the 7elements of a compliance program, the integrity hotline, what is fraud, waste, and abuse, an introduction to HIPAA Privacy Rules and our policies, conflicts of interest, the importance of internal controls, and establishing a culture of compliance.   
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Brief Closing   5:00 PM ET / 2:00 PM PT

All registrants will receive conference access details via email no later than November 10, 2025.