A New Focus on Corporate Culture: How to Assess Culture and Why
December 3, 2019
1:00–2:30 p.m. ET
“A New Focus on Corporate Culture: How to Assess Culture and Why” will highlight leading practices that bring together qualitative and quantitative data that exist within an organization, coupled with key information that companies should collect and monitor to contribute to a robust culture assessment.
A culture assessment allows for early detection of warning signs and provides various stakeholders an opportunity to take action.
An expert moderator leads a panel of four industry leaders who share actionable recommendations that organizations can implement to assess culture.
- Defining culture.
- Evaluating and assessing culture.
- Determining actionable steps to implement that can strengthen a culture of ethics and compliance.
- Understanding key oversight responsibilities of financial reporting supply chain members in assessing corporate culture.
Course Duration: 1.5 hours
Knowledge Level: Intermediate
Field of Study: Behavioral Ethics (BE)
Advance Preparation: Must have a basic understanding of corporate management, internal controls, corporate governance, and fraud deterrence and detection.
Delivery Method: Group Internet Based
Joe Dettmann, Ph.D.
Principal, People Advisory Services, EY
Joe Dettmann is a principal in EY’s Leadership Advisory Services practice in the Americas and Global Culture Transformation business. Dettmann works with boards, executive management teams, HR executives, and other leaders to assess, define, design, and shift leadership capability and company culture. Using new technology and agile methodology, Dettmann builds transformative leadership capabilities in his clients and helps them to modernize their people practices.
Founder, 32-80 Advisors, and Independent Board Director
Melody Jones is an independent board director, advisor, and coach to CEOs and other C-suite professionals, leveraging her experience as a former C-level operating executive with 30 years of global public company experience. Jones currently serves on the boards of Virtus Investment Partners (NASDAQ: VRTS), where she chairs the Compensation Committee and serves as a member of the Audit Committee; TI-People; and the Capital Area Chapter of the National Association of Corporate Directors (NACD).
Stacey Schabel, CIA, CPA
Vice President and Chief Audit Executive, Jackson Holdings, LLC
Stacey Schabel is the vice president and chief audit executive for Jackson Holdings, LLC. In addition to serving on The Institute of Internal Auditors’ (IIA) Global Financial Services Guidance Committee, which is responsible for developing internal audit guidance for financial services auditors across the globe, she chairs the Lansing IIA Chief Audit Executive Engagement Committee. Schabel regularly shares her perspectives and thought leadership through presentations at industry conferences and through periodicals.
Senior Vice President and Corporate Controller, Moody’s Corporation
Caroline Sullivan, senior vice president and corporate controller at Moody’s Corporation, leads the company’s global accounting and financial reporting functions, including internal financial controls and regulatory reporting. Prior to joining Moody’s, she was global banking controller for Bank of America, and held a variety of controllership roles at Morgan Stanley in New York and Hong Kong. Sullivan has also worked for Allied Irish Bank in New York and started her accounting career at EY.
Julie Bell Lindsay
Executive Director, Center for Audit Quality
Julie Bell Lindsay is executive director of the Center for Audit Quality (CAQ). In this role, Lindsay is responsible for carrying out the mission and vision of the CAQ’s Governing Board, which is comprised of CEOs from the eight leading public company auditing firms and the American Institute of CPAs, as well as three independent members from outside the public company auditing profession. Previously, she served as a managing director and the deputy head of global regulatory affairs at Citigroup, and as counsel to Commissioner Cynthia Glassman at the U.S. Securities and Exchange Commission.