Sunday, September 29 – Wednesday, October 2, 2013
JW Marriott Desert Ridge Resort & Spa
Phoenix, Arizona
Register today at
TeamMateUserForum.com
for the one of the most
highly anticipated audit
events of the year!
www.TeamMateUserForum.com
Overview
Join more than 750 attendees at the world-class 2013 TeamMate User Forum.
Network with the world’s leading audit professionals in a four-day event that’s
focused on connecting you with peers, sharing best practices, and learning
about the latest in audit technologies. Choose from a wide array of elective
sessions and tailor your experience to suit your specific needs and interests. The
TeamMate User Forum also gives you the opportunity to work directly with the
highly credentialed TeamMate staff, and sit down with an array of speakers from
within and outside of the audit industry.
Benefits
❱❱ Acquire valuable insight into TeamMate’s newest releases as well as the latest
audit trends and technologies.
❱❱ Leverage the experience of your peers, the highly credentialed TeamMate staff,
and industry-leading experts to gain best practices and build a network of
audit professionals you can collaborate with throughout the year.
❱❱ Gather new ideas that will help you to work smarter and have an immediate
impact on your career.
❱❱ Earn valuable CPE credits while enjoying first class accommodations at the JW
Marriott Desert Ridge Resort & Spa nestled near the mountains of Phoenix.
❱❱ Reinvigorate your passion for work and audit, and walk away with an updated
set of tools and skills that can be implemented immediately.
www.TeamMateUserForum.com
Special Guest and Keynote Speaker
Dewey Bozella
Arthur Ashe Courage Award Winner & Boxer
“Dewey Bozella represents the power that courage
can bring to an individual despite seemingly
insurmountable circumstances that could destroy
many a man.”
— John Skipper, ESPN Executive
Vice President
There are times in life when it is easier, or even
more sensible, to just give up. This isn’t a belief
held by 2011 Arthur Ashe Courage Award winner
Dewey Bozella. The 2011 ESPY Awards celebrated
the courage and conviction that led Bozella to the
ultimate path of freedom after 26 years of
wrongful imprisonment.
Bozella’s early life was one of hardship and turmoil; having witnessed his father beat his pregnant mother to death as
a young boy. Foster care and life on the streets defined his youth until he found his calling in the sport of boxing. He
showed promise training at Floyd Patterson’s camp and moved from Brooklyn to make a life for himself in upstate New
York. He was a talented young fighter and determined to be a good man.
In 1983, Bozella’s life took a dramatic turn when he was convicted of a murder he did not commit. Sentenced to 20
years to life in Sing Sing prison, Bozella maintained his innocence and exhausted every appeal. He was offered more
than four separate chances for an early release if he would only admit guilt and show remorse, but Bozella consistently
refused to accept freedom under such conditions. Anger at his imprisonment gave way to determination and instead
of becoming embittered, he became a model prisoner, earning his GED, bachelors and masters degrees, working as a
counselor for other prisoners, and falling in love and getting married. Through it all, Bozella found strength and purpose
through boxing, becoming the light heavyweight champion of Sing Sing Prison.
Unyielding in his innocence, Bozella never gave up fighting in or out of the ring. He wrote to the Innocence Project
weekly in his quest for a ray of hope. Powerful New York law firm, WilmerHale, eventually took on Bozella’s case and
uncovered new evidence that exonerated him. After being in prison for more than 26 years, he was finally released in
October 2009. Today, Bozella devotes his life to helping others, working with a non-profit that helps recently released
prisoners rehabilitate back into the world. He has also returned to boxing as a trainer to kids and aspiring fighters.
At the podium, Bozella candidly discusses his tragic story of injustice and the perseverance, courage and faith that led
to his long overdue exoneration. His inspiring story takes audiences on an emotional rollercoaster as they struggle with
the flawed US justice system that sent an innocent man to prison for most of his life, while warming their hearts with
Bozella’s unyielding determination and forgiveness.
www.TeamMateUserForum.com
Audit Industry Experts and Professional Speakers
Jim Kaplan
Jim Kaplan is the Founder and CEO of AuditNet® the largest free Internet
portal for the audit, financial and compliance community. The AuditNet®
Web site www.auditnet.org links auditors with more than 1,300 audit related
resources and more than 2,000 audit work programs and is used by auditors at
Fortune 500 companies, public and private companies, government agencies
and organizations, in 221 countries on 6 continents searching for audit-related
information. Jim’s recognition includes the 2007 recipient of the IIA’s Bradford
Cadmus Memorial Award and the 2005 Association of Local Government
Auditors Lifetime Membership Award. He is an accomplished speaker as well as
writer. As a contributing editor for The Internal Auditor, the professional journal
of the IIA, Jim’s column covered how auditors used computers and software. He
has also written for the Internet Bulletin for CPA’s, Internal Auditing Alert and is
the author of The Auditor’s Guide to Internet Resources 2nd Edition, (IIA). Jim
has a MS in Accounting from the American University in Washington, D.C.
Richard Anderson
Richard (Dick) Anderson is a clinical professor at DePaul University in the Center
for Strategy, Execution and Valuation, Strategic Risk Management Lab. A retired
partner of PwC, Dick has a diverse background in the financial and professional
services industries. During his tenure with PwC, he was a Managing Partner
in the Internal Audit Services practice, specializing in consulting with major
financial services organizations on internal auditing practices, risk management
and audit committee activities. Prior to joining PwC, Dick headed two internal
audit functions including serving as global head of internal audit and credit
review for a major US bank. At DePaul University, Dick is writing and lecturing on
risk management and internal audit topics. A frequent author and speaker, his
articles have appeared in the Internal Auditor, Financial Executive, The Journal
of Business Strategy, Internal Auditing, Director’s Monthly and The Journal of
Accountancy. He co-authored “Embracing ERM: Practical Approaches to Getting
Started” released by COSO and also co-authored “Imperatives for Change: The
IIA’s Global Internal Audit Survey in Action” published by the IIA. Dick was the
2011 recipient of the IIA’s highest award, the Bradford Cadmus Memorial Award,
for his contributions to the internal audit profession.
www.TeamMateUserForum.com
Executive Speakers
Ian Rhind
President and CEO, Wolters Kluwer Audit, Risk & Compliance
Ian Rhind is responsible for the strategic direction and overall growth of
Wolters Kluwer’s Audit, Risk and Compliance solutions. The most prominent
product in this portfolio is TeamMate with more than 90,000 auditors across
2200 organizations in over 100 countries making effective use of TeamMate’s
audit and compliance applications. With more than 25 years experience in the
software and information industries, Ian brings customer focus and a passion for
innovation and progress to shaping Wolters Kluwer’s success in the audit, risk
and compliance space.
Ian is based in Toronto, Canada and has an MBA from the University of Toronto.
Mike Gowell
General Manager and Vice President, TeamMate
Mike Gowell is a leading expert on internal audit technology. Mike draws
upon more than 27 years of audit, audit methodology and audit management
software experience to create and shape internal audit technology tools around
the globe. Under Mike’s leadership, TeamMate has evolved into the industry’s
leading audit management system.
Prior to joining Wolters Kluwer, Mike spent 22 years at PricewaterhouseCoopers,
where he was the founder and Project Director for TeamMate.
John Gagnon
Vice President of Development, TeamMate
John Gagnon hastechnical and management responsibilities in all aspects
of the development process. He and his team of business analysts, software
architects, developers, and quality assurance are responsible for the creation
of user specifications, technical architecture design, software development,
quality control and market deployment. John has led the development team for
the product since its inception in 1993 and is responsible for its overall vision
and product design. John has more than 25 years of software development
experience with focus and expertise in audit and financial management tools
with PricewaterhouseCoopers and Wolters Kluwer.
www.TeamMateUserForum.com
Class Information
The TeamMate User Forum offers a variety of CPE-accredited
courses that have been developed to serve beginner,
intermediate, and advanced users alike. Sessions have been
tailored to your professional role and TeamMate experience
level, providing you with a customized learning track and
takeaways that can immediately be applied to your day-to-day
work. Popular sessions include: Managing your Department
through the use of TeamMate Reports, Training Your New
TeamMate Users, and TeamMate Troubleshooting & Support.
Choose from these and over 30 unique sessions designed to
invigorate and help you work smarter.
Class registration opens on April 19, 2013
Class Formats
❱❱
Lectures: Instructor-led, informational sessions outline best
practices and hot topics for audit professionals. Users will learn
about new trends in the industry, and learn tips and tricks to
make the most out of experiences with TeamMate.
❱❱
Panel Discussions: Informative panel discussions bring
together industry experts, as well as TeamMate executives,
directors, product managers, and IT professionals to discuss
the latest technologies, new ideas and proven solutions for
supporting your audit department.
❱❱
Roundtables: Structured as group discussions, roundtables
focus on sharing experiences with specific issues, usage tips,
implementation strategies, and best practices with your peers.
www.TeamMateUserForum.com
Accommodations
The 2013 TeamMate User Forum is being hosted at the luxurious JW
Marriott Desert Ridge Resort & Spa, renowned for its unparalleled service,
endless recreation and exquisite dining. This desert mountain luxury hotel
near Phoenix has Arizona’s largest ballroom, a pampering spa, outstanding
restaurants and championship golf. Upon arrival, you’re greeted with an
expansive grand lobby, splashing fountains, stunning floor-to-ceiling windows,
sparkling waterways and majestic palm-lined pathways. Resort suites and
hotel rooms include views, signature bedding and balcony or patio. Come
experience Arizona resort grandeur nestled near the mountains of Phoenix.
Rates
❱❱
One King Bed/Two Double
Beds — $199 per night*
❱❱
Luxury Suites available**
❱❱
A limited number of
Government Rooms will be
offered to qualified attendees at
the prevailing rate
* Room rates are subject to applicable state and local taxes in effect at the time of check-in.
** For Room and Rate information, please contact: Teresa Soto at 917-939-5754
or [email protected]
Deluxe Guest Rooms
The Elements of nature; fire, water,
earth and sky have been woven into
Desert Ridge Resort’s architectural
design and its distinctive surroundings.
All Deluxe Resort Rooms feature a king
or double beds, a balcony or patio with
inspirational views and 448 square feet
of luxurious appointments, workspace,
sitting area and a quiet escape.
Signature Revive Collection bedding,
unique furnishings, and worldly accents
seamlessly combine to produce a
welcome retreat in the Sonoran Desert.
www.TeamMateUserForum.com
All of the resort’s guest rooms
and suites feature:
❱❱
❱❱
❱❱
❱❱
❱❱
❱❱
❱❱
❱❱
❱❱
❱❱
❱❱
❱❱
Smoke-free interiors
Revive Collection Bedding
High Speed Internet Access
Dual Phone Lines
Cordless Phones
Robes
Hair Dryers
Irons/Ironing Boards
In Room Safe with Power
Refrigerator
Coffee Maker
Private Balcony/Patio
Resort Features
Wildfire Golf Club
Voted one of the Top 75 Resorts in North America by Condé Nast
readers, voted Best Courses You Can Play by Golfweek Magazine, voted
America’s Top Golf Courses by Zagat, voted World’s Best Golf Resorts for
Family Trips and Best Resort Course in the Southwest by Travel & Leisure
Golf Magazine.
Revive Spa
Revive Spa offers a diverse menu of spa experiences that incorporate
beautiful, tranquil settings and indigenous flora and fauna into signature
treatments. Water being the main inspiration of the spa, has the power to
strengthen, heal, and relax.
Dining for Every Palate
With ten eateries to choose from, guests will find that JW Marriott Desert
Ridge Resort & Spa has re-defined Phoenix dining. From casual poolside
fare at Just a Splash to authentic Italian cuisine in Ristorante Tuscany,
the dining options are vast and varied at this grand Arizona resort. And if
that’s not enough, celebrity restaurateur Roy Yamaguchi has joined forces
with the resort to present his signature-style creations at Roy’s, a favorite
of Phoenix Restaurants. The resort also features 24-hour in-room dining
service, with a menu that changes seasonally.
Fun in the Sun
Glide through our crystal blue swimming pools, relax in our whirlpools
or float down our spectacular Lazy River. With more than 4 acres of
shimmering waterways and a plethora of activities, JW Marriott Desert
Ridge Resort & Spa offers endless choices when you want to be cool.
www.TeamMateUserForum.com
TeamMate Hosted Entertainment
Every evening of the 2013 TeamMate User Forum we will provide you with a chance to relax and enjoy the company of your
peers. Take advantage of these opportunities to meet fellow conference attendees, industry leaders, TeamMate executives,
product managers, and developers.
Every evening of the forum, TeamMate will be providing you with an opportunity to relax, enjoy some high quality food and
entertainment, and interact with your peers, industry leading audit professionals, and the highly experienced TeamMate
staff and executives in a casual setting.
Here’s a Sneak Peak at What We Have Planned!
Welcome Reception
Sunday, September 29: 6:00 – 9:00pm
Enjoy a casual welcome reception with amazing food and great company. Take this opportunity to meet some of
your peers and the TeamMate staff, and relax a little after a day of traveling.
Dinner & Entertainment
Monday, September 30: 7:00 – 10:00pm
Prepare yourself for a casual night out with fun and games under the stars enjoying Phoenix’s beautiful landscape
and climate.
Farewell Dinner
Tuesday, October 1: 7:00 – 10:00pm
Join us for a unique dining experience to celebrate all you have learned and close out your last night at the 2013
TeamMate User Forum.
www.TeamMateUserForum.com
Registration
Early Bird Registration
$1,195.00 available through Friday, May 31, 2013
General Registration
$1,395.00 – Saturday, June 1 – Saturday, August 31, 2013
Guest Fee
$250.00*
Registration Closes at 11:59pm on Saturday, August 31, 2013
Registration fees include all general sessions, classes, roundtables, panel discussions, networking opportunities,
as well as meals and entertainment. The fee does not include hotel accommodations or transportation.
*Your guest (such as a friend or family member) is invited to join you for evening dinners and events, however
the general sessions, classes and other meals are intended for attendees only. Guests must be age 21 or older
and are limited to one per paid attendee. Children are not permitted at TeamMate User Forum events.
Cancellation Policy
Cancellations submitted on or before July 1, 2013 will receive a full refund. Cancellations submitted between
July 2 and September 16, 2013 will be charged a $100 handling fee. Cancellations after September 16, 2013
are non-refundable.
www.TeamMateUserForum.com
Forum Agenda
Sunday, September 29, 2013
1:00 PM –5:00 PM
Conference Check-in
6:00 PM – 9:00 PM
Welcome Reception
Monday, September 30, 2013
7:00 am– 8:00 am
Check-in/Breakfast/Alliance Showcase
8:00 am – 9:45 am
General Session 1 — Opening Remarks/Keynote Speaker
9:45 am– 10:15 am
Break/Alliance Showcase
10:15 am – 11:45 am
Elective Session 1
11:45 am – 12:45 PM
Lunch
12:45 PM – 2:00 PM
General Session 2 — Feature Update
2:00 PM –
2:30 PM
Break/Alliance Showcase
2:30 PM –
4:00 PM
Elective Session 2
4:00 PM – 4:30 PM
Break/Alliance Showcase
4:30 PM – General Session 3 — Feature Update
5:30 PM
7:00 PM – 10:00 PM
Dinner and Entertainment
Tuesday, October 1, 2013
7:00 am – 8:00 am
Breakfast/Alliance Showcase
8:00 am – 9:30 am
General Session 4 — Best Practice Sharing
9:30 am – 10:00 am
Break/Alliance Showcase
10:00 am – 11:30 am
Elective Session 3
11:30 am – 12:30 pm
Lunch
12:30 pm – General Session 5 — Innovation
1:30 pm
1:30 pm – 2:00 pm
Break/Alliance Showcase
2:00 pm – 3:30 pm
Elective Session 4
3:30 pm – 4:00 pm
Break/Alliance Showcase
4:00 pm – General Session 6 — Best Practice Sharing
5:30 pm
7:00 pm – 10:00 pm
Dinner and Entertainment
Wednesday, October 2, 2013
7:00 am – 8:00 am
Breakfast/Alliance Showcase
8:00 am – 9:30 am
Elective Session 5
9:30 am – 10:00 am
Break/Alliance Showcase
10:00 am – 11:30 am
Elective Session 6
11:30 am – 11:40 am
Break
11:40 am – 12:30 pm
General Session 7 — Closing Remarks
12:30 pm – 12:45 pm
Boxed Lunches/Departures
www.TeamMateUserForum.com
Join us at the 2013 TeamMate User Forum:
www.teammateuserforum.com
Copyright © 2013 Wolters Kluwer Financial Services, Inc. All Rights Reserved.
www.TeamMateUserForum.com
ARC-13-2880-TMUF13-Overview Brochure 2/27/13