IT audit expectations continue to shift as we head into 2027. With the FFIEC Cybersecurity Assessment Tool retired, AI adoption accelerating and reliance on cloud and third-party providers growing, financial institutions need to show how their programs measure up to today’s regulatory expectations.
The next IT Leadership Roundtable will break down the IT audit trends and exam findings that defined 2026, what to expect in 2027 and practical strategies to strengthen your institution’s risk posture. Our 45-minute presentation will be followed by a live Q&A.
Who should attend: Compliance officers, IT managers, information security officers, IT auditors and operations managers in financial institutions.
Agenda
Key 2026 IT audit trends and regulatory updates impacting financial institutions, including FFIEC IT Examination Handbook changes and examination priorities for 2027.
Common IT audit findings and risk areas — and steps institutions can take to remediate gaps in cybersecurity, third-party and cloud risk management, and compliance.
Strategies and best practices to strengthen your IT audit approach, including governance, risk management and responsible AI adoption.
Presenters
Joel Lego
Master Consultant
Joel Lego is a master consultant in the risk advisory and forensic services practice, focused on performing information technology (IT) controls reviews, IT FDICIA and consulting engagements. He is highly experienced in information security for financial institutions. Joel also facilitates the Wipfli quarterly IT Leadership Roundtable.
Pedro Pinto
Manager
As a manager, Pedro Pinto focuses primarily on the financial institution industry. He performs IT examinations, risk assessments, information security and cybersecurity trainings and presentations, and often participates in industry conferences and events. Pedro has 25 years of industry experience, with over 18 years in technology and banking.