Blog and Resources
Blog and Resources
Productivity As a Team Sport: 3 Principles for Better Team Productivity
In this video, I share three practical principles for better team productivity. Real productivity isn’t about tools; it lives in how teams trust each other, share information and keep momentum going. I cover focusing on your own role (FOYOS), stacking your team’s skills, and using “pass when ready” reviews to get better feedback faster, so your team can genuinely do more with less.
AI-Powered Note-Taking – My Hot Take on the Good and the Bad
In this video, I share my hot take on AI note-taking tools like Otter AI, Copilot and Teams. They do a remarkably good job of recording and summarizing meetings, but they come with real drawbacks: transcripts that are never used, slower follow-up, and less candid conversations. The biggest loss is the thinking that traditional note-taking supports, from deciding what matters to synthesizing what you’ve heard. I share where AI delivers real time savings, where it falls short, and practical ways to get the best of both worlds, including a simple 5-minute recap.
Are You Managing the Risks of Disclosure? 2 Tools to Boost Your Disclosure Controls
Do people in your organization worry about saying too much, too little or the wrong thing? The risks of disclosure (and nondisclosure) are intensifying with new regulations on what we say, how we say it and when. New communication channels also mean more people are...
4 Basic Questions to Up-Level Your Information Management Practices
Reviewing your information management (IM) practices doesn’t have to be daunting or expensive. When you fix your information practices, all boats rise: your processes, people and systems all work better. In this short video, I share the four basic questions we use when conducting information management audits for clients, which you can use to get started too.
3 Priorities to Boost Your Entity Level Controls and Leveraging COSO 2013
In this video, I share three priorities for strengthening your Entity Level Controls under COSO 2013: matching your ELCs to your organization’s maturity, grouping your questions into logical buckets with a strong template, and focusing on continuous improvement rather than pass/fail.
Bird’s Eye Diagrams: Transforming Internal Control Documentation
In this video, I share the bird’s eye diagram, a technique we’ve refined with clients for over a decade to give process owners, auditors and leaders a clear, aerial view of internal control, audit, SOX/CSOX and ICFR processes. I walk through the four steps to building one and explain why these diagrams spark such valuable conversations.
It’s Time to Modernize Your Internal Controls–7 Principles to Implement Today
For more than twenty years, Risk Oversight has helped organizations design, run, and improve their internal control programs. One belief drives all of it: a control program should make an organization stronger, not just prove it is compliant. This article lays out the philosophy behind our work: seven principles for internal control programs that add value, drive action, and fit how organizations actually operate today.
Could Imagination Be the Hottest New Skill for CFOs and Controllers?
The finance leaders who thrive in this era won’t be the ones with the biggest tech budgets. They’ll be the ones with the most imagination, and the willingness to change something once they’ve imagined it. That second part matters. Imagination without follow-through is just a pleasant afternoon. But you can’t follow through on something you’ve never let yourself picture. So let’s start there.
Long Live Finance Transformation — Just Stop Waiting for the Knight
“Transformation” might be the longest-running buzzword in corporate history. We’ve cycled through business process reengineering, streamlining, optimization, digital, and now “AI transformation.” Same knight, new armor. I’m not knocking anyone mid-transformation — the big programs still have their place. I’m skeptical of the treadmill. And I’m genuinely excited about the new kind of transformation quietly taking its place.
The Real Deal on AI in the Internal Audit World: An Interview with Mike Levy
I recently sat down with Mike Levy, CEO of Cherry Hill Advisory and former chairman of the IIA North American Board, to talk about what’s really happening as AI meets internal audit. Some teams are leaning in. Others are hesitating. Mike has a front-row seat to all of it, and through Cherry Hill Advisory he has launched an impressive range of resources, talks, and free webinars on AI for internal audit.