Agenda
Move at the speed of risk
The pace of business has changed. Dive into sessions that will help you keep your organization moving forward, and earn up to 17 CPE credits.
WHERE INDUSTRY EXPERTS CONNECT
Agenda at a glance
All times listed below in PDT.
October 13
Product Training Day check-in & breakfast
Product Training Day sessions
Product Training Day lunch
Workshop with Michael Rasmussen
*Requires workshop add-on
Product Training Day sessions
General attendee check-in
(Non-Product Training Day)
Opening reception for all attendees
October 14
Registration open
Breakfast
Optroverse
Keynotes
Lunch
Breakout sessions
Dinner & party
October 15
Registration open
Breakfast
Optroverse
Keynotes
Lunch
Breakout sessions
*Add Product Training Day to any of your packages for $300.
*Add Michael Rasmussen Workshop pass to any of your packages for $300. (Limited quantity available)
*Groups of 3+ save $100 per pass. Be sure to select the group pass option during registration
Full agenda
October 13, 2026
8:00 AM PDT
Registration
October 13, 2026,8:00 AM - 6:30 PM PDT, Registration Lobby
Product Training Day participants breakfast
October 13, 2026,8:00 AM - 10:00 AM PDT, Salida del Sol Lawn (Level 2)
10:00 AM PDT
Navigating the post-implementation galaxy
October 13, 2026,10:00 AM - 10:50 AM PDT, Port of San Diego Ballroom 4 (Level 2)
Featured products: Platformwide
Field of study: Computer Software & Applications
Alan Gouveia
Principal Customer Success Manager
Optro
Collin Abbott
Manager, Implementation
Optro
Unlock the full potential of workstream: Advanced workflows
October 13, 2026,10:00 AM - 10:50 AM PDT, Port of San Diego Ballroom 1 (Level 2)
Featured products: WorkStream
Field of study: Computer Software & Applications
Alanna Cornelius
Software Training Manager
Optro
Lorsine Lai
Senior Manager, Implementation
Optro
Step-by-step success: Planning your audit year with Optro
October 13, 2026,10:00 AM - 10:50 AM PDT, Port of San Diego Ballroom 5-6 (Level 2)
Featured products: OpsAudit
Field of study: Computer Software & Applications
Amrit Bains
Senior Customer Success Manager
Optro
Samantha Blank
Implementation Project Lead
Optro
Control adoption, automation, and insights in CrossComply
October 13, 2026,10:00 AM - 10:50 AM PDT, Port of San Diego Ballroom 2 (Level 2)
Featured products: CrossComply, Accelerate
Field of study: Computer Software & Applications
Kira Wolak
Strategic Customer Success Manager
Optro
Mitchell Nazarov
Senior Manager, Implementation
Optro
Weston Prohaska
Product Manager
Optro
11:10 AM PDT
A day in the life of a control (Get ready with me)
October 13, 2026,11:10 AM - 12:00 PM PDT, Port of San Diego Ballroom 5-6 (Level 2)
Featured products: CrossComply, OpsAudit, RiskOversight, Controls Management, Accelerate, IT Cyber Risk
Field of study: Computer Software & Applications
Sean Wright
Customer Success Manager
Optro
Victor Vazquez
Customer Success Manager
Optro
The power of the basics: Transform your reporting with Optro
October 13, 2026,11:10 AM - 12:00 PM PDT, Port of San Diego Ballroom 4 (Level 2)
Featured products: Platformwide, NPR/Reporting
Field of study: Computer Software & Applications
Derek Morey
Senior Manager, Implementation
Optro
Liz Russo
Customer Success Manager
Optro
Driving contributor adoption in Optro
October 13, 2026,11:10 AM - 12:00 PM PDT, Port of San Diego Ballroom 1 (Level 2)
Featured products: WorkStream, Platformwide
Field of study: Computer Software & Applications
Alanna Cornelius
Software Training Manager
Optro
Amanda Rivero
Software Training Lead
Optro
Maturing your IT compliance program leveraging Optro
October 13, 2026,11:10 AM - 12:00 PM PDT, Port of San Diego Ballroom 2 (Level 2)
Featured products: CrossComply, TPRM
Field of study: Computer Software & Applications
Chris Rotante
Strategic Customer Success
Optro
Kevin Bick
Sr. Manager Professional Services
Optro
12:00 PM PDT
Product Training Day participants lunch
October 13, 2026,12:00 PM - 1:00 PM PDT, Salida del Sol Lawn (Level 2)
1:00 PM PDT
Continuous auditing & monitoring: From theory to use case
October 13, 2026,1:00 PM - 1:50 PM PDT, Port of San Diego Ballroom 1 (Level 2)
Field of study: Computer Software & Applications
Brent Simmonds
Senior Manager, Implementation
Optro
Weston Prohaska
Product Manager
Optro
All things testing in Optro: From basics to full automation
October 13, 2026,1:00 PM - 1:50 PM PDT, Port of San Diego Ballroom 5-6 (Level 2)
Featured products: OpsAudit, Controls Management, Accelerate, Midship/Autonomous Testing
Field of study: Computer Software & Applications
Husein Nurbhai
Senior Manager, Implementation
Optro
Stacey Waitz
Sr. Customer Success Manager, Strategic
Optro
I queried, I filtered, I conquered
October 13, 2026,1:00 PM - 1:50 PM PDT, Port of San Diego Ballroom 4 (Level 2)
Field of study: Computer Software & Applications
Ashlee Holt
Director of Implementation
Optro
Elinni Veliz
Customer Success Manager
Optro
Managing AI risk end-to-end: A lifecycle for AI governance
October 13, 2026,1:00 PM - 1:50 PM PDT, Port of San Diego Ballroom 2 (Level 2)
Featured products: TPRM, AI Governance
Field of study: Computer Software & Applications
Cynthia Pai
Manager, Implementation
Optro
Zoscha Partos
Senior Manager, Customer Success - AI Governance
Optro
2:10 PM PDT
The foundation for success: Operationalizing connected risk
October 13, 2026,2:10 PM - 3:00 PM PDT, Port of San Diego Ballroom 4 (Level 2)
Featured products: Platformwide
Field of study: Computer Software & Applications
Alex Sudeora
Senior Manager, Implementation
Optro
Ariba Iqbal
Manager, Implementation
Optro
FINRA’s model for efficient, risk-based auditing
October 13, 2026,2:10 PM - 3:00 PM PDT, Port of San Diego Ballroom 5-6 (Level 2)
Featured products: OpsAudit, Controls Management
Field of study: Computer Software & Applications
Aaron Orloski
Associate Director, IT Audit
FINRA
Darwyn Thiele
Sr. Manager Professional Services
Optro
Sat Jagerdeo
SR Director Audit Technology
FINRA
Stephanie Parrish
Sr. Customer Success Manager, Strategic
Optro
Beyond the default: Logic, parameters, advanced analytics
October 13, 2026,2:10 PM - 3:00 PM PDT, Port of San Diego Ballroom 1 (Level 2)
Featured products: Accelerate
Field of study: Computer Software & Applications
Bailey Avery
Project Lead, Implementation
Optro
Ofir Afenzar
Project Lead, Implementation
Optro
BCM & scenario planning with Optro
October 13, 2026,2:10 PM - 3:00 PM PDT, Port of San Diego Ballroom 2 (Level 2)
Featured products: RiskOversight, BCM
Field of study: Computer Software & Applications
Alan Gouveia
Principal Customer Success Manager
Optro
Rachel Feldkamp
Senior Manager, Implementation
Optro
3:20 PM PDT
Modernizing issue management workflows
October 13, 2026,3:20 PM - 4:10 PM PDT, Port of San Diego Ballroom 5-6 (Level 2)
Field of study: Computer Software & Applications
Alanna Cornelius
Software Training Manager
Optro
Sheena Kapadia
Enterprise Customer Success Manager
Optro
Managing user access through team-based permissions
October 13, 2026,3:20 PM - 4:10 PM PDT, Port of San Diego Ballroom 4 (Level 2)
Featured products: Platformwide
Field of study: Computer Software & Applications
Alex Kim
Senior Manager, Implementation
Optro
Kyle Jasuta
Manager, Technical Implementation
Optro
6:00 PM PDT
Reception
October 13, 2026,6:00 PM - 8:00 PM PDT, California 2-4 (Level 1)
October 14, 2026
7:00 AM PDT
Breakfast
October 14, 2026,7:00 AM - 8:15 AM PDT, California 1 (Level 1)
Registration
October 14, 2026,7:00 AM - 5:00 PM PDT, Registration Lobby
7:30 AM PDT
Optroverse
October 14, 2026,7:30 AM - 5:30 PM PDT, California 2-4 (Level 1)
8:30 AM PDT
Opening Keynote
October 14, 2026,8:30 AM - 9:45 AM PDT, California 5-8 (Level 1)
10:15 AM PDT
Keynote
October 14, 2026,10:15 AM - 11:15 AM PDT, California 5-8 (Level 1)
11:30 AM PDT
Keynote
October 14, 2026,11:30 AM - 12:20 PM PDT, California 5-8 (Level 1)
12:30 PM PDT
Lunch
October 14, 2026,12:30 PM - 2:00 PM PDT, California 1 (Level 1)
2:00 PM PDT
Cyber session
October 14, 2026,2:00 PM - 3:15 PM PDT, Port of San Diego Ballroom 4 (Level 2)
Less testing, more auditing: How AI is redefining your teams
October 14, 2026,2:00 PM - 3:15 PM PDT, Port of San Diego Ballroom 5-6 (Level 2)
Featured products: OpsAudit, Controls Management, Midship/Autonomous Testing
Field of study: Information Technology
Aaron Dillon
Senior Director of Product, Audit
Optro
Kieran Taylor
Head of Analytics & Autonomous Solutions (VP)
Optro
Ricardo Martinez
Staff Product Manager | Fieldwork Automation and Excel Annotation
Optro
End-to-end regulatory change management at enterprise scale
October 14, 2026,2:00 PM - 3:15 PM PDT, Port of San Diego Ballroom 1 (Level 2)
Field of study: Information Technology
Marc Heon
Principal - Financial Services Office | Global Regulatory Compliance Solution Leader
EY
Olga Cuevas Gomez
Managing Director
EY
The risk AI playbook: Oversight, advice, and collaboration
October 14, 2026,2:00 PM - 3:15 PM PDT, Port of San Diego Ballroom 2 (Level 2)
Field of study: Information Technology
Regine Bonneau
Founder/CEO
RB Advisory LLC
3:35 PM PDT
Risk to plan: Turning ERM into an automated assurance engine
October 14, 2026,3:35 PM - 4:25 PM PDT, Port of San Diego Ballroom 5-6 (Level 2)
Field of study: Auditing
Elizabeth Simon
Managing Partner
C2C Strategies
Hongwei Chen
IA
NRG
Paul Linkchorst
Senior Manager, IT Audit
NRG
Cyber risk session
October 14, 2026,3:35 PM - 4:25 PM PDT, Port of San Diego Ballroom 4 (Level 2)
Product keynote: Shaping the future of compliance at scale
October 14, 2026,3:35 PM - 4:25 PM PDT, Port of San Diego Ballroom 1 (Level 2)
Featured products: CrossComply
Field of study: Computer Software & Applications
Translate technology controls to enterprise risk decisions
October 14, 2026,3:35 PM - 4:25 PM PDT, Port of San Diego Ballroom 2 (Level 2)
Field of study: Information Technology
4:45 PM PDT
Product Keynote: Proactive AI governance for the enterprise
October 14, 2026,4:45 PM - 5:35 PM PDT, Port of San Diego Ballroom 1 (Level 2)
The future of operational resiliency: A unified strategy
October 14, 2026,4:45 PM - 5:35 PM PDT, Port of San Diego Ballroom 2 (Level 2)
Field of study: Management Services
Bulut Ersavas
Sr Product Solutions Manager
Optro
Clifton Handy
Sr Product Solutions Manager
Optro
Cyber risk session
October 14, 2026,4:45 PM - 5:35 PM PDT, Port of San Diego Ballroom 4 (Level 2)
Internal auditor of the future
October 14, 2026,4:45 PM - 5:35 PM PDT, Port of San Diego Ballroom 5-6 (Level 2)
6:30 PM PDT
Dinner
October 14, 2026,6:30 PM - 8:00 PM PDT, California 1 (Level 1)
7:30 PM PDT
Party
October 14, 2026,7:30 PM - 11:30 PM PDT, California 5-8 (Level 1)
October 15, 2026
7:00 AM PDT
Registration
October 15, 2026,7:00 AM - 3:00 PM PDT, Registration Lobby
7:30 AM PDT
Optroverse
October 15, 2026,7:30 AM - 5:00 PM PDT, California 2-4 (Level 1)
Breakfast
October 15, 2026,7:30 AM - 8:45 AM PDT, California 1 (Level 1)
9:00 AM PDT
Keynote
October 15, 2026,9:00 AM - 10:00 AM PDT, California 5-8 (Level 1)
10:30 AM PDT
Keynote
October 15, 2026,10:30 AM - 11:30 AM PDT, California 5-8 (Level 1)
11:30 AM PDT
Lunch
October 15, 2026,11:30 AM - 12:50 PM PDT, California 1 (Level 1)
12:50 PM PDT
What AI gets right and wrong, and why it matters for audit
October 15, 2026,12:50 PM - 1:40 PM PDT, Port of San Diego Ballroom 5-6 (Level 2)
Field of study: Information Technology
Charles King
Partner
KPMG LLP
Cyber risk session
October 15, 2026,12:50 PM - 1:40 PM PDT, Port of San Diego Ballroom 4 (Level 2)
The proactive pivot: New models for emerging risks
October 15, 2026,12:50 PM - 1:40 PM PDT, Port of San Diego Ballroom 2 (Level 2)
Field of study: Management Services
Daniel Liu
Managing Director - Enterprise Risk Managmeent
TMX Group
Erin Dempsey Heuwetter
Head of Audit, Risk & Compliance
Navan
Mergim Noci
Sr. Director, Risk and Controls
Priceline
Compliance Session
October 15, 2026,12:50 PM - 1:40 PM PDT, Port of San Diego Ballroom 1 (Level 2)
2:00 PM PDT
Advanced prompting, agents & continuous audit in practice
October 15, 2026,2:00 PM - 2:50 PM PDT, Port of San Diego Ballroom 5-6 (Level 2)
Field of study: Information Technology
Angelo Poulikakos
Managing Director and Global Leader, Internal Audit & Advisory
Protiviti
Trent Russell
Founder
Greenskies Analytics
Quantifying cyber in terms that drive decisions [pt. 1 of 2]
October 15, 2026,2:00 PM - 2:50 PM PDT, Port of San Diego Ballroom 4 (Level 2)
Field of study: Auditing
Compliance Session
October 15, 2026,2:00 PM - 2:50 PM PDT, Port of San Diego Ballroom 1 (Level 2)
Risk session
October 15, 2026,2:00 PM - 2:50 PM PDT, Port of San Diego Ballroom 2 (Level 2)
3:10 PM PDT
Up-leveling ERM: The board-ready risk leader
October 15, 2026,3:10 PM - 4:00 PM PDT, Port of San Diego Ballroom 2 (Level 2)
Field of study: Management Services
Frances Skulas
Risk Management Principal
Humana
Iman Haq
GRC Analyst
Tufts University
Tara Mavrovitis
Head of Governance, Risk & Compliance and Head of Internal Audit
Collibra
AI governance workshop
October 15, 2026,3:10 PM - 4:00 PM PDT, Port of San Diego Ballroom 1 (Level 2)
What working at scale actually looks like
October 15, 2026,3:10 PM - 4:00 PM PDT, Port of San Diego Ballroom 5-6 (Level 2)
Scott Cronin
Managing Director- Central Controls
Citibank
Quantifying cyber to drive decision-making [pt. 2 of 2]
October 15, 2026,3:10 PM - 4:00 PM PDT, Port of San Diego Ballroom 4 (Level 2)
Optro is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Compliant Resolution Policy: If you have any concerns about this program as they relate to the NASBA Standards, please email events@optro.ai.
Cancellation Policy: In-person registrations will receive a full refund less $250 if cancelled by August 14, 2026 at 5 PM PT. Virtual registrations are free of charge and will not receive refunds. Please email events@optro.ai if you need to cancel your registration.
In-person experience
- Attend keynote, breakout, and training sessions
- Earn up to 17 CPE credits
- Expand your network
- Get a first look at new Optro technology
- Access to Optro product experts
- Unwind with epic live entertainment
- October 13-15, 2026
- Passes start at $1,695
Virtual experience
- Attend virtual keynotes
- Earn up to 5 CPE credits
- Get a first look at Optro innovations
- October 14-15, 2026
- Free to attend
