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, Port of San Diego Pre-Function (Level 2)
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
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
Sam 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 2-3 (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 2-3 (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
Partner Forum (Exclusive to Optro Partners)
October 13, 2026,12:00 PM - 5:30 PM PDT, Chula Vista 1 (Level 4)
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
Jonathan St. Vincent
Senior IT Auditor
Blue Cross Blue Shield of Massachusetts
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 2-3 (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
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)
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 2-3 (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
4:30 PM PDT
Connected leaders: Women in GRC
October 13, 2026,4:30 PM - 6:30 PM PDT, La Perla (Level 1)
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, Port of San Diego Pre-Function (Level 2)
7:30 AM PDT
Optroverse
October 14, 2026,7:30 AM - 5:30 PM PDT, California 2-4 (Level 1)
8:30 AM PDT
Agents of clarity: The power of GRC Intelligence
October 14, 2026,8:30 AM - 9:45 AM PDT, California 5-8 (Level 1)
Field of study: Information Technology
April Crichlow
Chief Marketing Officer
Optro
Guru Sethupathy
Optro
Haibei "Happy" Wang
Optro
Kieran Taylor
Head of Analytics & Autonomous Solutions (VP)
Optro
Raul Villar Jr.
Optro
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
Quantifying cyber in terms that drive decisions (2.5 hour workshop)
October 14, 2026,2:00 PM - 4:25 PM PDT, Port of San Diego Ballroom 4 (Level 2)
Field of study: Information Technology
Bob Maley
Black Kite
Jack Jones
Strategic Advisor
Black Kite
Richard Marcus
Optro
Product spotlight: 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
Field of study: Auditing
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
Zoltan Deak
Optro
Product spotlight: 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)
Featured products: RegComply
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 2-3 (Level 2)
Field of study: Information Technology
Regine Bonneau
Founder/CEO
RB Advisory LLC
3:35 PM PDT
What working at scale actually looks like
October 14, 2026,3:35 PM - 4:25 PM PDT, Port of San Diego Ballroom 5-6 (Level 2)
Field of study: Auditing
Scott Cronin
Managing Director- Central Controls
Citibank
Telia Peter
Director Internal Audit
A. O. Smith Corporation
Product spotlight: 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
Bulut Ersavas
Sr Product Solutions Manager
Optro
Ender Baykal
Product Solutions Manager
Optro
Translating control signals into prioritized enterprise risk
October 14, 2026,3:35 PM - 4:25 PM PDT, Port of San Diego Ballroom 2-3 (Level 2)
Field of study: Information Technology
Andrew D'Angelo
Protiviti
Daniel Stone
Director, Cyber & Business Resilience
Protiviti
4:45 PM PDT
Product spotlight: Proactive AI governance for the enterprise
October 14, 2026,4:45 PM - 5:35 PM PDT, Port of San Diego Ballroom 1 (Level 2)
Featured products: TPRM
Field of study: Information Technology
Kristin Colburn
Director, Data & AI Governance
Dayforce
Lisa Goldman
Sr. Director, Product (AI Governance)
Optro
Natalie Dytrych
Sr. Product Marketing Manager
Optro
Zoscha Partos
Senior Manager, Customer Success - AI Governance
Optro
The future of operational resiliency: A unified strategy
October 14, 2026,4:45 PM - 5:35 PM PDT, Port of San Diego Ballroom 2-3 (Level 2)
Featured products: BCM, Scenario Planning
Field of study: Management Services
Jennifer Zackoff-Handler
Optro
Key Perry
Optro
Close the cyber risk accountability gap
October 14, 2026,4:45 PM - 5:35 PM PDT, Port of San Diego Ballroom 4 (Level 2)
Field of study: Information Technology
Paul McKay
VP, Principal Analyst
Forrester
Talent in the age of AI
October 14, 2026,4:45 PM - 5:35 PM PDT, Port of San Diego Ballroom 5-6 (Level 2)
Field of study: Information Technology
6:30 PM PDT
Dinner
October 14, 2026,6:30 PM - 8:00 PM PDT, California 1 (Level 1)
7:30 PM PDT
Party (sponsored by EY)
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, Port of San Diego Pre-Function (Level 2)
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
Agentic advantage: AI strategies across the maturity curve
October 15, 2026,9:00 AM - 10:00 AM PDT, California 5-8 (Level 1)
Field of study: Information Technology
Kieran Taylor
Head of Analytics & Autonomous Solutions (VP)
Optro
Richard Chambers
Optro
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
Product Spotlight: Agentic TPRM unveiled
October 15, 2026,12:50 PM - 1:40 PM PDT, Port of San Diego Ballroom 4 (Level 2)
Featured products: TPRM, IT Cyber Risk
Field of study: Information Technology
Arsh Kaur
Optro
Christian Burich
Optro
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
The proactive pivot: New models for emerging risks
October 15, 2026,12:50 PM - 1:40 PM PDT, Port of San Diego Ballroom 2-3 (Level 2)
Field of study: Management Services
Erin Dempsey Heuwetter
Head of Risk & Compliance
Stash
Katie DeLeon
Chief Compliance Officer
BHN
Mergim Noci
Sr. Director, Risk and Controls
Priceline
Leading with EI: Building compliance trust in the AI era
October 15, 2026,12:50 PM - 1:40 PM PDT, Port of San Diego Ballroom 1 (Level 2)
Field of study: Personal Development
Nancy Yuen
Senior Director, SOX, Reg Reporting & Financial Data Governance
SoFi Technologies
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
Detection to defense: Deploying AI across security stacks
October 15, 2026,2:00 PM - 2:50 PM PDT, Port of San Diego Ballroom 4 (Level 2)
Field of study: Information Technology
Olabode Olaoke
Director, Cyber Risk Vulnerability and Vendor Security Assurance
Block
Olusegun Ajiboye
Cybersecurity Risk Manager
Block
Your 5-stage AI-readiness framework
October 15, 2026,2:00 PM - 2:50 PM PDT, Port of San Diego Ballroom 1 (Level 2)
Field of study: Information Technology
Renee Murphy
Renee Murphy & Co
Risk session
October 15, 2026,2:00 PM - 2:50 PM PDT, Port of San Diego Ballroom 2-3 (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 2-3 (Level 2)
Field of study: Management Services
Frances Skulas
Risk Management Principal
Humana
Henry Gardener
Chief Risk Officer
Markel
Tara Mavrovitis
Head of Governance, Risk & Compliance and Head of Internal Audit
Collibra
Security Leaders on the state of Cyber Risk & TPRM today
October 15, 2026,3:10 PM - 4:00 PM PDT, Port of San Diego Ballroom 4 (Level 2)
Ali Ziaee
Managing Director
Deloitte
Ben Moreland
Guidepoint Security
Joe Bonifaz
Director, Cybersecurity GRC
Boston Scientific
AI governance: A real-world conversation
October 15, 2026,3:10 PM - 4:00 PM PDT, Port of San Diego Ballroom 1 (Level 2)
Field of study: Information Technology
Guru Sethupathy
Optro
Risk to plan: Turning ERM into an automated assurance engine
October 15, 2026,3:10 PM - 4:00 PM PDT, Port of San Diego Ballroom 5-6 (Level 2)
Featured products: OpsAudit
Field of study: Management Services
Elizabeth Simon
Managing Partner
C2C Strategies
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 $2,095
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
