TeamMate Insights Philadelphia 2026 - Industry Topics, Lunch, and Networking in Philly
Audit, risk, and compliance professionals — join us for an in-person event in center city.
- Start the day networking over breakfast
- Attend 3 sessions focused on today’s top topics:
- Putting AI Governance to Work: From Framework to Board-Ready Oversight
- Turning Technology Investment into Lasting Audit Value
- Industry Panel moderated by Mike Levy
- Wrap up with a networking lunch followed by a look at the TeamMate roadmap and the future of AI
Earn CPE credits, grow your network, and discover what’s next in audit and GRC.
Date
Wednesday, October 21, 2026
Location
W Philadelphia - 1439 Chestnut St, Philadelphia, PA 19102
Timing
8:30 AM – 2:00 PM EDT
RSVP
By Wed, Oct 14 to receive a printed name tag.
Pricing
Free
CPE
Earn 3 CPE credits for the main event. The TeamMate product learning session is not CPE-eligible.
Registration Limit Per Organization
To provide the best networking experience for all, registration is limited to 5 participants per organization. Additional spots may open closer to the event.
Agenda Overview
- Registration & networking breakfast8:30 AM - 9:00 AM
- Welcome & Session 19:00 AM - 9:55 AMFollowed by a 15 Minute Networking Break
- Session 210:10 AM - 11:00 AMFollowed by a 15 Minute Networking Break
- Session 311:15 AM - 12:05 PM
- Wrap-up & networking lunch12:05 PM - 1:00 PM
- TeamMate roadmap and future of AI1:00 PM - 2:00 PM
Learning Objectives:
S1: Putting AI Governance to Work
Led by Mike Levy of Cherry Hill Advisory, this session explores how to turn AI governance frameworks into practical, board-ready oversight that helps organizations manage risk, ensure compliance, and drive responsible AI adoption.
S2: Turning Technology Investment into Lasting Audit Value
In this practical session, you'll learn how to separate true business requirements from "the way we've always done it," gauge whether your organization is truly ready to adopt, and optimize your processes before you automate them so your audit technology keeps delivering value long after go-live.
S3: Industry Panel
In this panel discussion, led by Mike Levy of Cherry Hill Advisory, you'll hear directly from audit leaders as they share real-world experiences, challenges, lessons learned, and strategies for navigating an increasingly complex risk environment.
S4: TeamMate roadmap and future of AI
Join us for an exclusive look at the TeamMate roadmap and the future of AI in audit. Discover upcoming innovations, gain insight into our product vision, and learn how AI will help organizations enhance audit, risk, and compliance processes. We'll also highlight key enhancements and leave time for an interactive Q&A session. Note: This session is not CPE-eligible.
Additional information
Wolters Kluwer 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.
Field of Study: Auditing
Program Level: Basic
Prerequisites: None
Advanced Preparation: None
Delivery Method: Group Live
Cancellation Policy
This event has no fee and your registration can be cancelled at any time
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