PIM Logo 2013  

When

Thursday March 31, 2016 from 3:00 PM to 4:00 PM CDT
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Where

Lurie, LLP 
2501 Wayzata Blvd.
Minneapolis, MN 55405
 

 
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Contact

Kristin Davis 
Printing Industry Midwest 
612-400-6208 
kdavis@pimw.org 

About the Presenter: 

Jeffrey S. Locketz, CPA, CITP, CISA, CISM, CGEIT, CRISC, CBCP, CRMA, CGMA, CCIO

Partner, Technology Consulting

The evolution of the accounting practice and an interest in information technology brought Jeff to where he is today. With 30 years of public accounting experience and over 25 years of IT assurance and consulting experience, Jeff has developed a keen understanding how information systems interact with business needs.

Jeff has experience with service organization control reports, IT strategic planning, IT security assessments and planning, business continuity planning, and IT internal controls examinations and planning. He specializes in consulting with business owners to help manage their information systems and internal control structures. He is also a frequent speaker on information controls, security and business continuity planning.

Jeff leads an exceptionally healthy lifestyle. In his free time, you’ll find him at the gym or exploring the Minneapolis lakes. He and his wife Judy have twin boys.

Professional and community involvement

  • American Institute of Certified Public Accountants
  • Minnesota Society of Certified Public Accountants
  • Information Systems Audit and Control Association
  • Project Management Institute of Internal Auditors 
  • Disaster Recovery Institute International 
  • Institute of Internal Auditors 
  • California Telehealth Network – Treasure 
  • MEDA Minority Business Advocate of the Year award recipient 

Education

  • Bachelor of Science in Accounting – University of Kansas
  • Bachelor of Science in Computer Science – University of Kansas
  • Bachelor of Science in Business Administration – University of Kansas

 

 

How to Drive New Business and Keep Existing Business with a SOC 2 Report Workshop 

In printing, concern has never been greater around information security and confidentiality of sensitive customer data. Protect yourself from “vendor risk” (how vendors handle a customer’s information) and use the SOC 2 report as a proactive sales tool to demonstrate how your company manages sensitive information.

 Topics to be covered:

  • What is involved in a SOC 2
  • How to prepare for an initial or follow-up SOC 2
  • How a SOC 2 report can differentiate you from your competition

 

Workshop fees:

$25 PIM Members per person

$105 Not yet PIM Members per person

 

Who should attend:

Executives, Upper Level Management, Marketing & Sales Management & Sales Associates

After the workshop, Print Mixer (4 pm to 6 pm) - Information on this event will be posted on the Events Webpage in January 2016