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Financial Executive's Perspective on Managing Information Technology Costs

Presented by:

 

Joel Lanz, CPA.CITP, CFF - Principal of Joel Lanz, CPA, P.C.

John Nerenberg - Founder and President of Nerenberg.net

 

Wednesday, August 26th at 2:00-3:30pm ET (11:00-12:30pm PT)

 

Published reports continue to track the trend of financial executives assuming responsibility for their small and medium size business (SMB) information technology function.  These executives, although quite competent in their core field of accounting and finance, face significant challenges in managing a function with different operating practices and complex technology and relating terminology.  These challenges become more severe as financial executives assume increasing responsibility for the information technology function’s control environment including Sarbanes-Oxley and other regulatory compliance issues. 

 

This web seminar will introduce participants to critical information technology governance concerns that will facilitate their  efforts in properly managing the function and related costs.  Joel Lanz and John Nerenberg will discuss how CPA’s can leverage their core skills in asking the right questions and evaluating responses as they assume responsibility for information technology.   Key anticipated topics include:

 

  • Discussions about the IT department and comparison to existing responsibilities
  • Managing technology investments and significant projects
  • Managing IT Vendors, third-party service providers and outsourcers
  • Managing Information Security
  • Enabling the business thru technology and business line buy-in
  • Managing the IT factory that provides daily operations and service desk support;
  • Next Steps – Top 10 checklist to ask your IT function

 

Speaker bios:

 

 

Joel Lanz, CPA.CITP, CFF - Principal of Joel Lanz, CPA, P.C.

Joel Lanz is the principal of a niche CPA practice specializing in IT audit, risk management and technology governance and value management.  Prior to starting his practice in 2001, Joel was a Business Risk Consulting and Assurance Partner at Arthur Andersen and was a Manager at Price Waterhouse.  His industry experience includes Vice President and Audit Manager at The Chase Manhattan Bank and senior IT auditor positions at two insurance companies.

 

Joel is the immediate past Chairman of the New York State Society of Certified Public Accountants Information Technology Committee and former Chairman of the society’s Technology Assurance committee.  Joel currently serves on the American Institute of Certified Public Accountants CITP credential committee, and formerly served on the Institute’s Information Technology Executive Committee. He serves on the Editorial Board of Bank Accounting and Finance and is on the Editorial Board for The CPA Journal. He currently teaches accounting information systems, forensic accounting and accounting theory courses at State University of New York at Old Westbury.

 

 

John Nerenberg - Founder and President of Nerenberg.net

John Nerenberg is the founder and President of Nerenberg.net, a niche technology advisory firm.  John’s reputation as a trusted business and technology advisor has developed over a twenty-two year career. 

 

Prior to founding Nerenberg.net, John spent 11 years at www.cit.com, a leading global commercial finance company.  Positions at CIT included SVP & CIO for the Commercial Finance Division, SVP for Architecture and Standards, and VP & CIO for Capital Finance and Structured Finance.

 

Prior to CIT, John worked for a Big 6 consulting firm, Coopers & Lybrand, in their technology consulting practice prior to their acquisition by www.pwc.com.  John’s initial professional experience was as a quantitative developer in the aerospace industry for Hughes Aircraft Company, now a division of www.boeing.com and with The Analytic Sciences Corporation (TASC), now a division of www.northropgrumman.com.

 

John received his MBA with a concentration in Finance from Columbia University in the executive MBA program and was inducted into the Beta Gamma Sigma Honor Society.  In addition, John received a masters in Telecommunications from The

George Washington University and a bachelors of science degree in Physics from Drexel University.

Copyright © 2009 by the American Institute of Certified Public Accountants, Inc., New York, New York.