How you conduct new business acceptance, continuance, and conflicts clearance significantly impacts not only your firm’s reputational and regulatory risk, but also its overall financial health and its book of business. Although assessing a prospect’s strategic fit and its subsequent onboarding are business-critical processes, they’re subject to oversight and error. Learn how simplifying processes can help safeguard your firm by ensuring accurate corporate client data, leveraging continuous risk monitoring, and streamlining regulatory audits response; lower firm costs by reducing the time it takes to confidently begin client work and eliminating the need to maintain outdated systems; and drive profitability by enabling informed and strategic decisions to create the most value for the firm and the best outcomes for the client.
Richard BaskervilleDirector of Strategy for Accounting and Consulting Firms
Director of Strategy for Accounting and Consulting Firms
Richard Baskerville is the Director of Strategy for Accounting and Consulting Firms at Intapp. He helps these firms address strategic initiatives and solve complex business problems through harnessing technology designed specifically for these sectors. He has more than 15 years of experience. Prior to joining Intapp, Baskerville held leadership roles at PwC, Accenture, and Cap Gemini.
Meg BlockVice President, Risk Consulting
Vice President, Risk Consulting
Meg is a recognized thought leader, bringing more than 25 years of management consulting experience to professional service firms. She joined Intapp in 2014 and began its risk management consulting practice, which focuses on risk-oriented process reviews and design of enterprise-wide risk management programs. Before joining Intapp, Meg was a shareholder at Baker Robbins & Company and a senior manager in the Price Waterhouse Law Firm Services Group.
Craig ButlerSenior Director, Assurance Technology
RSM U.S. LLP
Senior Director, Assurance Technology
RSM U.S. LLP
Craig Butler is the Senior Director of Assurance Technology for RSM U.S. LLP. RSM U.S. LLP is the U.S. member of RSM International, a global network of independent audit, tax, and consulting firms with more than 43,000 people in more than 120 countries. Butler has worked at the organization for about 12 years. He previously served as Project Manager at The Willow Group.
Kim GibsonGlobal Head, Risk Management and Independence
Grant Thornton International Ltd.
Global Head, Risk Management and Independence
Grant Thornton International Ltd.
Kim Gibson serves as the Global Head of Risk Management and Independence at Grant Thornton International Ltd., one of the world’s leading organizations of independent assurance, tax, and advisory firms. She has worked at Grant Thornton for about 15 years, and also serves as a board member for Forestdale, Inc., a child welfare agency headquartered in Queens. Gibson also is a board member for the International Ethics Standards Board for Accountants (IESBA).
Willem OlivierDirector, National Risk and Ethics
Director, National Risk and Ethics
After almost a decade of being an auditor, Willem Olivier was drawn to becoming an audit, ethics, and risk management technical specialist. His practical experience of working with a variety of audits — including the great, the good, the not-so-good, the big, and the small — as well as a variety of accounting practices gave him a solid foundation to take on his current role.
Olivier works at BDO Australia and is responsible for risk, quality, and ethics. In this non-client facing role, he oversees the design and delivery of technical training and technical consultation. He is an active player within the BDO Global technical teams and has travelled extensively across Australasia and Asia, delivering training covering core content on quality control (ISQC 1), international standards on auditing, and the International Federation of Accountants Code of Ethics. In Australia, Olivier typically trains partners and managers on the ever-changing regulations and requirements for professional accountants and auditors. Globally, he works with a wide range of people, from fresh-faced graduates right up to “been there, done that” partners.
Steven StrammelloChief Risk Officer
Chief Risk Officer
Steven Strammello is a Partner with Crowe LLP, a top 10 public accounting, consulting, and technology firm serving clients across a wide spectrum of industries. Strammello has served the firm for 27 years, and is currently its Chief Risk Officer. He reports to the Chief Executive Officer of the firm, with indirect reporting to the firm’s Audit and Risk Sub-Committee of the board of directors. In his role, Strammello is responsible for managing the strategic risk management processes of the firm. This includes oversight of the general counsel office, accounting professional practice, information security and privacy function, and other risk and compliance programs.
Prior to his current role, Strammello served as the Managing Partner of the Crowe’s Risk Consulting Business Unit. Strammello was responsible for leading and inspiring more than 1,000 risk professionals on a global basis, and assisting clients mature their risk management process to become more honest, more transparent, safer, and more secure. Strammello managed a fiscal budget that generated more than $200 million of global revenue annually with personnel on three continents.
Strammello has been married to his wife Margie for 23 years. They have 3 children: Lucas (20), Cassie (17), and Nate (11). His family lives in Carmel, Indiana. Strammello most enjoys spending time with his family. He also enjoys traveling the world, laughing at comedy, listening to rock music, watching the Colts and Cubs, and learning from others.