2009 General Audit Management (GAM) Conference: Session Detail

CS4-4: MONDAY MARCH 16, 2009, 3:50-5:00 p.m.

Driving Efficiency and Value Through an Effective Co-sourcing Relationship

Anne M. Mercer, CIA, CFSA, CFE
Senior Vice President, Internal Audit, Universal American Corp.
Scott Norton, CPA
Managing Director, Internal Audit, Protiviti, Inc.
  • Learn about the tools and techniques the Universal American internal audit team has used to meet stakeholder demands, including alternative ways to communicate the annual audit plan and ways to link strategy and risk to the audit plan.
  • Discover how Universal American's internal audit team has leveraged the client/service provider relationship to generate fresh ideas, enhance auditor career development, and drive both efficiency and effectiveness.
  • Discuss how you can develop a strong team without taking away from the time you should be spending on business issues.  
  • Hear about lessons learned in managing a co-sourced internal audit function.

 

 

 

 
NASBA - AUDITING

Presenter Biography: Anne M. Mercer, CIA, CFSA, CFE

Anne Mercer is responsible for oversight of the corporate-wide Internal Audit Program  and Sarbanes-Oxley Compliance Program at Universal American. Previously, she held various auditing positions at Fleet Financial Group, Arbella Mutual Insurance Co., and Hanover Property and Casualty Co. Mercer is a member of The Institute of Internal Auditors and currently serves as international treasurer. She is also a member of the Association of Certified Fraud Examiners and sits on the Audit Board for the City of Orlando, Fla. 


 
Presenter Biography: Scott Norton, CPA

Scott Norton manages several outsourced and co-sourced internal audit relationships. He also has experience implementing and sustaining effective enterprise risk management programs and Sarbanes-Oxley compliance programs. Prior to joining Protiviti, Norton was an external auditor for eight years at a Big Four firm. His experience includes working with clients in the insurance, entertainment and hospitality, health care, and manufacturing and distribution industries. He has served a number of Fortune 500 clients. Norton is IIA- accredited in internal audit quality assessment.   


 
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