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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	
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  in	
  Opera2onal	
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  (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	
  

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May 14 Op Excellence breakfast session

  • 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