The document announces an Operational Excellence Industry Update event to take place on May 14th, 2013. The agenda for the event will include discussions on major capital projects, incident management, ICFR developments, ISO/QA, and EPAP. There will be presentations from Advantage, Resolver, and Deloitte on topics like significant shifts in operational excellence focus, continuous controls monitoring, governance software, and hot topics. Attendees are asked to RSVP by May 10th.

1. OE
related
topics
on
the
Agenda
will
include:
• MAJOR
CAPITAL
PROJECTS
• INCIDENT
MANAGEMENT
• ICFR
DEVELOPMENTS
• ISO/QA
• EPAP
You
are
cordially
invited
to
an
Opera2onal
Excellence
Industry
Update
at
The
Bow
Valley
Club
370,
250
–
6th
Ave
SW
7:30
am
–
9:00
am
Tuesday
May
14th,
2013
Breakfast
Provided
Hosted
by
Agenda
Advantage
-­‐
Introduc2on
Advantage
-­‐
Significant
ShiGs
in
Opera2onal
Excellence
(OE)
Focus
Advantage
-­‐
Con2nuous
Controls
Monitoring
as
a
driver
of
OE
Resolver
-­‐
Governance,
Risk,
and
Control
SoGware
as
an
OE
Enabler
DeloiTe
-­‐
Hot
Topics
Please
RSVP
by
May
10th
to
sandy.mclaren@advantageprofessional.ca
Top
10
OE
Analy2cs/Scripts
• Trend
analysis
to
compare
current
volumetric
data
to
previous
2me
period/periods
• Vendor/Employee
collusion
• Inappropriate,
unauthorized
purchases
• Quan2ty
shipped
less
than
quan2ty
ordered
• PO/Invoice
with
amount
paid
>
amount
received
• Different
vendor,
same
bank
account
• Retroac2ve
PO
vs.
Invoice
• Suspicious
purchases
or
transac2ons
• Access
Controls
• Segrega2on
of
Du2es
Advantage
Professional
Services
Advantage3
The
Power
Of
Three
INTEGRITY
EFFICIENCY
TRANSPARENCY