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 and AI & GRC Workshop check-in & breakfast
Product Training Day sessions
*Requires add-on
Product Training Day and AI & GRC Workshop lunch
AI & GRC Workshop
*Requires add-on
Product Training Day sessions
*Requires add-on
General attendee check-in
*Non-Product Training Day or Workshop
Welcome 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
Product Training Day Only: Registration
October 13, 2026,8:00 AM - 3:00 PM PDT, Port of San Diego Pre-Function 1 (Level 2)
Product Training Day participants breakfast
October 13, 2026,8:00 AM - 10:00 AM PDT, Salida del Sol Lawn (Level 2)
11:00 AM PDT
Partner Forum: Welcome lunch (exclusive to Optro partners)
October 13, 2026,11:00 AM - 12:30 PM PDT, Chula Vista 6 (Level 4)
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
Field of study: Computer Software & Applications
CPE Credits: 1

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)
Field of study: Computer Software & Applications
CPE Credits: 1

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)
Field of study: Computer Software & Applications
CPE Credits: 1

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
CPE Credits: 1

Chris Rotante
Strategic Customer Success
Optro

Kevin Bick
Sr. Technical Account Manager
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)
12:30 PM PDT
Partner Forum (Exclusive to Optro Partners)
October 13, 2026,12:30 PM - 4:15 PM PDT, Chula Vista 6 (Level 4)
1:00 PM PDT
AI & GRC Workshop: From risk management to autonomous orchestration
October 13, 2026,1:00 PM - 5:00 PM PDT, Cortez 3-4 (Level 3)
Field of study: Information Technology
CPE Credits: 4

Guru Sethupathy
GM, AI Governance
Optro

Michael Rasmussen
Analyst & Pundit
GRC 20/20 Research
Continuous auditing and 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
CPE Credits: 1

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
Field of study: Computer Software & Applications
CPE Credits: 1

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
CPE Credits: 1

Ashlee Holt
Director Technical Account Management
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
Field of study: Computer Software & Applications
CPE Credits: 1

Cynthia Pai
Manager, Implementation
Optro

Zoscha Partos
Senior Product Manager - AI Governance
Optro
2:10 PM PDT
The foundation for success: Operationalizing connection points
October 13, 2026,2:10 PM - 3:00 PM PDT, Port of San Diego Ballroom 4 (Level 2)
Field of study: Computer Software & Applications
CPE Credits: 1

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
CPE Credits: 1

Aaron Orloski
Director, IT Audit
FINRA

Darwyn Thiele
Sr. Technical Account Manager
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
CPE Credits: 1

Bailey Avery
Implementation Manager
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
Field of study: Computer Software & Applications
CPE Credits: 1

Alan Gouveia
IT Risk & Compliance Practice Leader
Optro

Rachel Feldkamp
Senior Manager, Implementation
Optro
3:00 PM PDT
General Registration
October 13, 2026,3:00 PM - 6:00 PM PDT, Port of San Diego Pre-Function 1 (Level 2)
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
CPE Credits: 1

Alanna Cornelius
Software Training Manager
Optro

Sheena Kapadia
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)
Field of study: Computer Software & Applications
CPE Credits: 1

Alex Kim
Customer Success Manager
Optro

Kyle Jasuta
Manager, Technical Implementation
Optro
4:00 PM PDT
Connected leaders: Women in GRC (Sponsored by Protiviti)
October 13, 2026,4:00 PM - 6:30 PM PDT, La Perla (Level 1)

April Crichlow
Chief Marketing Officer
Optro

Denise Dombay
Chief Audit Executive
FINRA

Erika Ray
Managing Director
Protiviti

Leslie Girsch
Vice President Internal Audit
Hyatt Hotels Corporation

Melissa Kandel
Managing Director
Protiviti
6:00 PM PDT
Welcome Reception: Optro Open
October 13, 2026,6:00 PM - 8:00 PM PDT, California 1-4 (Level 1)
October 14, 2026
7:00 AM PDT
Breakfast
October 14, 2026,7:00 AM - 8:15 AM PDT, California 1-4 (Level 1)
Registration
October 14, 2026,7:00 AM - 5:00 PM PDT, Port of San Diego Pre-Function 1 (Level 2)
7:30 AM PDT
The Optroverse Demo Theatre: Autonomous Testing
October 14, 2026,7:30 AM - 8:30 AM PDT, Optroverse Demo Theatre (California 1-4 - Level 1)
Featured products: Autonomous Testing
The 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
CPE Credits: 1.5

April Crichlow
Chief Marketing Officer
Optro

Guru Sethupathy
GM, AI Governance
Optro

Haibei "Happy" Wang
Chief Product & Technology Officer
Optro

Jeff Doll
SVP, Product & Engineering
Optro

Kieran Taylor
VP of Analytics & Autonomous Solutions
Optro

Madison Dreshner
Principal, IT Risk and Compliance Solutions
Optro

Raul Villar Jr.
Chief Executive Officer
Optro

Sarah Goff
Senior Manager Product Solutions - Strategic
Optro
9:30 AM PDT
The Optroverse Demo Theatre: Autonomous Testing
October 14, 2026,9:30 AM - 10:15 AM PDT, Optroverse Demo Theatre (California 1-4 - Level 1)
Featured products: Autonomous Testing
10:15 AM PDT
Machine speed, human judgment: Governing AI agents at scale
October 14, 2026,10:15 AM - 11:15 AM PDT, California 5-8 (Level 1)
Field of study: Information Technology
CPE Credits: 1

Dr. Rana el Kaliouby
Co-founder and General Partner
Blue Tulip Ventures
11:30 AM PDT
Your AI journey: A customer conversation
October 14, 2026,11:30 AM - 12:30 PM PDT, California 5-8 (Level 1)
Field of study: Information Technology
CPE Credits: 1

Carmen Lam
VP of Internal Audit & Compliance
Klaviyo

Justin Greenberger
Chief Customer Officer
Optro

Martin Preedy
Chief Audit Executive

Vlado Gjorgijoski
VP, Internal Audit
CVS Health
12:30 PM PDT
The Optroverse Demo Theatre: Autonomous Testing
October 14, 2026,12:30 PM - 2:00 PM PDT, Optroverse Demo Theatre (California 1-4 - Level 1)
Featured products: Autonomous Testing
Lunch
October 14, 2026,12:30 PM - 2:00 PM PDT, California 1-4 (Level 1)
2:00 PM PDT
Quantifying cyber risk in terms that drive decision-making (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
CPE Credits: 2.5

Bob Maley
Chief Security Officer
Black Kite

Jack Jones
FAIR Founder
Black Kite

Richard Marcus
Chief Information Security Officer
Optro
Product spotlight: Less testing, more auditing: How AI is elevating 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: Auditing
CPE Credits: 1.5

Drew DiBiase
Director, Internal Audit

Kieran Taylor
VP of Analytics & Autonomous Solutions
Optro

Mike Wych
Sr Manager, Product Solutions (Strategic)
Optro

Ricardo Martinez
Staff Product Manager, Agentic Internal Audit
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
CPE Credits: 1.5

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
CPE Credits: 1.5

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
CPE Credits: 1

Scott Cronin
Managing Director- Central Controls
Citibank

Telia Peter
Director Internal Audit
A. O. Smith Corporation
Product spotlight: Shaping the future of compliance and cyber risk 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
CPE Credits: 1

Bulut Ersavas
VP, Product
Optro

Ender Baykal
Product Solutions Manager
Optro

Natalia Scoles
GRC Manager
Medallia
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
CPE Credits: 1

Andrew D'Angelo
Director
Protiviti

Daniel Stone
Director, Cyber & Business Resilience
Protiviti
Trusted advisors: The human edge in the world of AI
October 14, 2026,3:35 PM - 4:25 PM PDT, La Perla (Level 1)
Field of study: Auditing
CPE Credits: 1

Richard Chambers
Senior Advisor, Risk and Audit and Former President & CEO of The IIA
Optro
4:45 PM PDT
Product spotlight: Proactive enterprise AI governance
October 14, 2026,4:45 PM - 5:35 PM PDT, Port of San Diego Ballroom 1 (Level 2)
Field of study: Information Technology
CPE Credits: 1

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 Product Manager - 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)
Field of study: Management Services
CPE Credits: 1

Claire Feeney
Sr. Product Marketing Manager
Optro

Jennifer Zackoff-Handler
Staff Product Manager
Optro

Key Perry
Senior Manager, Product Solutions
Optro

Rich DeGuzman
Gallagher
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
CPE Credits: 1

Paul McKay
VP, Principal Analyst
Forrester

Ranae Jonsson
PISO Director for Infrastructure and Cybersecurity
Albertsons

Sam Collier
Senior Business Value Architect
Optro
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
CPE Credits: 1

Andy Deas
Managing Director
Deloitte

Ryan Yee
Senior Manager
Deloitte
6:30 PM PDT
Dinner + Party (sponsored by EY): Homecoming 2026
October 14, 2026,6:30 PM - 11:00 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 1 (Level 2)
7:15 AM PDT
The Optroverse Demo Theatre: Autonomous Testing
October 15, 2026,7:15 AM - 8:15 AM PDT, Optroverse Demo Theatre (California 1-4 - Level 1)
Featured products: Autonomous Testing
7:30 AM PDT
The 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 1-4 (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: Auditing
CPE Credits: 1

Alfonso Pinto
Senior Director, Global Audit
CBRE

Jill Sylwester
VP of Internal Audit
Fortive

Kieran Taylor
VP of Analytics & Autonomous Solutions
Optro

Richard Chambers
Senior Advisor, Risk and Audit and Former President & CEO of The IIA
Optro
10:30 AM PDT
How AI changed enterprise risk and what comes next
October 15, 2026,10:30 AM - 11:30 AM PDT, California 5-8 (Level 1)
Field of study: Information Technology
CPE Credits: 1

Alex Stamos
Chief Product Officer
Corridor
11:30 AM PDT
Lunch
October 15, 2026,11:30 AM - 12:50 PM PDT, California 1-4 (Level 1)
The Optroverse Demo Theatre: Autonomous Testing
October 15, 2026,11:30 AM - 1:00 PM PDT, Optroverse Demo Theatre (California 1-4 - Level 1)
Featured products: Autonomous Testing
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
Field of study: Information Technology
CPE Credits: 1

Arsh Kaur
Director of Product Management
Optro
Celene Ennia
Sr. Product Marketing Manager
Optro

Christian Burich
Product Solutions Manager
Optro

Cory Lunn
Director | Governance, Risk & Compliance
Lambda
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
CPE Credits: 1

Charles King
Partner
KPMG LLP

Jake Panek
Senior Director, Global Audit & Advisory
Nike

Jennifer Moak
SVP
Verizon
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
CPE Credits: 1

Erin Dempsey Heuwetter
Head of Risk & Compliance
Stash

Katie DeLeon
Chief Compliance Officer
BHN

Mergim Noci
Head of 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
CPE Credits: 1

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
CPE Credits: 1

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
CPE Credits: 1

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
CPE Credits: 1

Renee Murphy
Principal Analyst and Founder, Renee Murphy & Co
Renee Murphy & Co
Resilience reimagined: OpenAI’s agentic readiness case
October 15, 2026,2:00 PM - 2:50 PM PDT, Port of San Diego Ballroom 2-3 (Level 2)
Field of study: Information Technology
CPE Credits: 1

Alejandro Chang
Head of IT Risk
OpenAI

Jack Wooldridge
Senior Manager, Risk Consulting
EY

Judson Aiken
Head of Global Markets
Optro
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
CPE Credits: 1

Frances Skulas
Risk Management Principal
Humana

Henry Gardener
Chief Risk Officer
Markel

Michael Rasmussen
Analyst & Pundit
GRC 20/20 Research

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)
Featured products: TPRM
Field of study: Information Technology
CPE Credits: 1

Ali Ziaee
Managing Director
Deloitte

Everardo Trujillo
Deputy CISO
Encore Capital Group

Melissa Pici
Global Director of Governance, Risk, and Compliance
Syniverse
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
CPE Credits: 1

Guru Sethupathy
GM, AI Governance
Optro

Joseph Fontanazza
AI Governance Leader
RSM US LLP
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: Auditing
CPE Credits: 1
Elizabeth Simon
Managing Partner
C2C Strategies

Vincelle BonCamper
Internal Audit Director
DTCC

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





