Accounting Testimonials

“[He] delivers a knowledgeable comprehensive training in a lively and interactive learning environment.”

Michael Smith
Chief Accounting Officer
Marine Corps Community Services

“As a CPA, I regularly attend training seminars to acquire CPE credits. I am often amazed at the clear disconnection between the instructors presentation/knowledge and real-world experience. This is not the case with [the instructor], as he lives/breathes SOX! Best class/training I have attended (I have done a lot). [The instructor] will challenge you and make you work, but well worth it. Thanks again.”

Colin Waller
Examiner
Federal Housing Finance Agency

“As I reflected on all I learned over the past two days during a conversation with one of my peers, I realized just how much information you pumped into us in that period, and how many tools you gave us to navigate the SOX ocean. Wow! Thanks!”

J.H., CMA
Microsoft

“Lets you understand the new dispositions through the real company world. Focuses you on the importance of the right controls to be implemented according with dispositions and the company needs.”

J.M., Advisor
Diego Montesdosa

“Great Course.”

Imran Atique
Controller
Lingo Media

“The materials were excellent & taught real-world application. Instructor was very knowledgeable.”

Beckey Briggs
Assistant Controller
Marine Corps Community Services

“I'm an IT professional. I saw at least one successful approach to an IT SOX compliance implementation. I was exposed to SOX compliance from a financial perspective.”

John LaCagnina
Project Manager
KPMG

“This is a real hands-on training that addresses the practical side of implementing/evaluating an ICFR process.”

Melissa Schwitters
Associate Chief Accountant
Federal Housing Finance Agency

“I would recommend this to anyone implementing SOX or with SOX already in place.”

Cindy Johnston
Accounting Supervisor
Trinet

“Don't try implementing SOX without going on this course.”

Olusoji Owoeye
Senior Treasury Reporting Analyst
Nigeria LNG Limited

“First class course material, presented by first class instructor. Highly recommended.”

Caroline Davies
Director
Accounting Assistance UK

“Fantastic training in developing an effective internal control design.”

Timothy Parry
Supervisory Accountant
Marine Corps Community Services

“I enjoyed the seminar. Seminar clarified SOX Act in an interesting manner. Because of the amount of discussion the concepts learned were able to be applied and understood in “real life” environment. The entire workshop has been invaluable.”

Susan Kroeger
CPA/Owner

“Great course & comprehensive enough to learn in a short-time period.”

H.L., Senior Accountant
Etihad Etisalat Company

“Rigorous, insightful, enjoyable and extremely useful.”

Oludare Atoki
Senior Reporting Accountant
Nigeria LNG Ltd

“I have learned so much more by attending this course. I was very happy with my instructor. [He] is very knowledgeable and was very helpful and answered all questions.”

Dawn Sample
Financial Accounting
Double Eagle Steel Coating Co.

“I really learned a lot, especially there are some new perspectives that [the instructor] gave to us. Great learning process/experience enjoyable teaching.”

Adelina Sirait
Chief Reporting
Ministry of Finance of Indonesia

“The course was very helpful. [He] was a great instructor with lots of patience. It was an eye opener. Thank you.”

Ivania Dorscher
Assistant Controller
Flint Energy Services

“Really brings SOX to a manageable task and demystifies the entire SOX compliance requirement.”

Ronnie Harold
Controller

“High quality training.”

Stanley Weidman
Principal Accounting Examiner
Federal Housing Finance Agency

“I found this program very educational and useful. I encourage others to attend.”

Tarun Saxena
Controller
Optimos, Inc.

“Great class...eye opener.”

Keri Engelking
Senior Accountant
Thermo Fisher Scientific

“A must for first timers.”

Thomas Whitfield
Controller
Richards Packaging

“Great course and excellent applications tools materials.”

Ismael Falcon
President
Falcon-Sanchez & Associates

“Great Class/Very Valuable!”

Ira Holmes
Senior Examiner
Federal Housing Finance Agency

“Excellent course and excellent instructor.”

James Patterson
CFO

“The instructor did a great job at presenting the material. The program was great.”

Maria Alaniz
Controller
Norit Americas Inc.

“I came in ignorant of SOX and feel like in one day I understand the concept and how much more I have to learn.”

J.S., Corporate Accounting Manager

“I enjoyed the training and the instructor.”

Heather Shafer
Supervisory Financial Accountant
Marine Corps Community Services

“Great workshop.”

Juan Carlos Hernandez
Staff Accountant
Sharp Electronics Mfg.

“Great course and comprehensive enough to learn in a short-time period.”

Howard Laurente
Senior Accountant
Etihad Etisalat Company

“After attending this course, I am now prepared to lead a SOX implementation at my company with a high level of confidence that will ensure an effective successful compliance program.”

Steven Cobb
Controller
Kaiser Permanente

“I would recommend this course/seminar to anyone interested in SOX Compliance.”

Yasin Chinoy
Accounting Manager
Ellis World Alliance Corporation

Auditing Testimonials

“The best thing I ever did in getting started with SOX is to attend the SOX training offered by the SOX Institute! I was impressed with highly qualified and experienced teaching crew with an outstanding ability to translate and communicate their knowledge to the students in the class. The reading material, class presentation, and training tools were very well integrated. These were two most enjoyable learning days for me!  The SOX Institute offers a professional and friendly environment. At the end of the training, I came out with not only knowledge, but practical experience, and full understanding of SOX, implementation including documentation and testing. I am happy to share that I am now working in the area of SOX implementation.”

S.S., Senior Internal Auditor
Strober

“It was an enlightenment and a confidence booster for my potential next job as Head of Internal Audit for my group.”

Mukesh Saxena
Sr. VP and CFO
Nars Cosmetics (now Shiseido)

“The class was great and very engaging considering a potentially dry subject.”

Guy Williams
SOX Compliance Manager
Boots UK

“Very intense – Great overview of SOX Principles and Guidelines.”

Susan Richardson
Director of Internal Audit
Noranda Aluminum

“Great source of clarification of the confusing world of SOX.”

Freddie SanVictores
Director of Internal Audit
Just Energy Group Inc.

“Very good and practical.”

Alexander Zulkarnain
Inspector
Ministry of Finance of Indonesia

“I was glad that I had attended the training at my path in SOX compliance is clearer now, and I have the confidence that I can do a better job now ... Employers are more willing to pay more, as they know that with SOX certification, I can contribute more than those who do not have [the certification].”

S.N., Internal Auditor

“Great SOX Training”

Bambang Karuliawasto
Senior Auditor
Ministry of Finance of Republic of Indonesia

“The training has enlightened and broaden my knowledge on SOX. I am enhanced for future challenges on SOX for my organization.”

Ezekiel Idowu
Auditor
B-F Nolan

“It is fun, easy to understand and relevant to both public and private sector.”

Bernat Irvan Purba
Junior Auditor
Ministry of Finance of Indonesia

“Pioneers in getting the “ GFP - Good Fiscal Practice” ”

Saravan Paramashivan
IM Compliance Manager
Corus Pharma

“An excellent snapshot of SOX, clear and concise.”

Woody Jones
Audit Partner
Audit Techs

“Excellent content. Very applicable to my work.”

Mary Weist
Manager SOX Compliance
Holland America Line

“Real eye-opener! No matter what your experience with SOX is! Great job!!!”

Stabel Stijn
IT Audit Manager
Huntsman

“Great introduction to quite a heavy subject. The instructor was good and knowledgeable.”

Lloyd Pitcairn
Head of Finance & IT
LLW Repository LTD

Finance Testimonials

“The only SOX class you will need for a long time.”

Karlo Vartan
VP of Finance & IT
Signature Group Holding

“One of the best courses I have ever taken. Very intense but applicable to my job function.”

Dana Ottaviano
Financial Compliance Coordinator
Blue Cross and Blue Shield of Rhode Island

“I’ve been to quite a few SOX seminars/classes and this class by far exceeded the others in that [they] broke down the information into easy to understand pieces, showed the relation of the overall flow, and me to walk away more informed and armed to handle the process.”

Sarah Stewart
Financial Controls Analyst
Federal Reserve Bank of Dallas

“SOX Training Great! “From Craddle to Grave!””

John Vittoria
VP Finance and Accounting
Biodel Inc.

“The SOX certification class prepares you for implementing SOX into a company from the ground-up. It's a very effective program.”

Sonja Mccord
Financial Analyst
The Shaw Group, Inc.

“Fast-paced, lively learning environment with diverse industry minds coming together in one room to share experiences.”

Carol Cesareo
Manager, Financial Compliance
PharmaNet

“Excellent coverage of all components of SOX in short period of time. Excellent structure of workshops.”

Paul May
Director of Finance and Controller
Amgen

“The course content, delivery and text books made understanding and implementation of SOX enjoyable even though complex.”

Laolu Akinluyi
Manager, Loans & Risk Admin
Nigeria LNG Ltd.

“My copy of this book is highlighted in many places and has so many pages labeled for easy reference, it is easy to see it is frequently used. The book is well written, with clear definitions and easy to understand diagrams. I found it invaluable, particularly in the early stages of my role as SOX coordinator. Thanks for providing this valuable tool.”

C.M., SOX Manager
Manulife

“Classroom added extra that just reading the book would never have understood.”

Brian Colquhoun
Financial Manager
V&M Star LP

“Thought provoking, interactive and dynamic class.”

Carlena Wallace
Financial Controls Manager
Community Bank, N.A.

“Good learning experience.”

Farrukh Akram
CFO/Director
SyCoffe/Diversys Consulting

“Very informative.”

L.K., Director of Financial Controls
Coldwater Creek

“A fantastic opportunity for finance professionals that I very much enjoyed.”

Natasha Martindale
Assistant Controller
The Orchard Ent., Inc.

“I too have used the book many times. We use too the material provided in the course you offered here in Canada. Without the course and the book for reference, my role as IT Business Analyst aiding in coordination of SOX would have been much more difficult. Thanks again for all your assistance and for your willingness to stay in touch and provide information as needed.”

P.B., Business Analyst
Manulife

“Great overview to provide knowledge and hands on to practice skills.”

Tim Medema
AVP - SOX & Financial Systems
BCS Insurance

“Good crash course”

Gin Dollahite
CFO
Curagio Global Group

“Great course; enjoyed the interactive learning; very comprehensive to SOX”

Donna Ryberg
Sr. Financial Controls Analyst
Community Bank, N.A.

IS/IT Testimonials

“For anyone who's new to SOX and old to SOX, this is a very informative class. An eagle's eye view.”

Steven Shriver
IT SOX Domain Process Analyst
The Boeing Company

“Great class, one that places you in the shoes of a CSOX auditor.”

Jon Strang
Program Analyst
Marine Corps Community Services

“I should have taken this training earlier! The instructor did a terrific job.”

Richard Amendola
IT Process Analyst
The Boeing Company

“Excellent course material and presentation. It made me realize the size and scope to become and maintain SOX compliance.”

Curtis Martinsson
IT Consultant
Ventura Consultants

“Course is an excellent and very practical way of getting up-to-speed on the subject of SOX compliance.”

Anthony Campbell
IT Project Manager
Rehab Group

“Great course! I highly recommend. Very hands-on and chock full of useful information.”

Lynn Gibson
Security Policy Specialist/ Trainer
Health Corporation of America

“Good training and made me be able to be prepared for external audits.”

Johan Poun Joe
Dept. Manager ICT
DSB Bank

“Very interesting course, great teacher.”

Wanja Naef
Security Lead
Red Cell Consulting

“Comprehensive and informative, you just have to be willing to take it in.”

Andrew Nick
Security Compliance Analyst
Staffmark Personnel

“Clear, interactive class provided close to a real life SOX experience.”

Ward Lyke
Vice President
J.W. Mays, Inc.

“This is a terrific and informative class. A must read book is “Sarbanes-Oxley Guide” and I recommend this class to be a required introduction training for all new hires.”

John Lemos
President
Trinity Technology Consulting

“A value added learning experience, well worth the investment in time. Useful comments and feedback from instructor.”

Dean Jobs
Systems Analyst/Project Manager
Absolute ROI

“Unique platform to interact and learn with professionals from varying fields of a business.”

Sachin Gupta
Systems and Planning
Chicago Tribune

“Outstanding training to guide entry into Sarbanes-Oxley implementation.”

George Reinoehl
Manager
IT Site Management and SOX Compliance, Thomson, Inc.

“Thank you for putting all the pieces together.”

Dennis Mark
Internal Technology SOX Auditor
DXP Enterprises

“Keep up the good work of making the class interactive.”

Franco Fernandes
IRM Consultant
TCS

“Knowledgeable and appealing instructor.”

Ken Halvorson
CIO
Student Loan Finance Corp

“Good instructor, lively discussion, well paced course.”

Simon Quainton
Infrastructure Planning Analyst
Avon Cosmetics

“Great training.”

Marcin Suchodolski
Chief Engineer
Xerox

“Excellent training for line managers in IT and Compliance.”

Emmanuel Oyenihi
IT Rollout Manager
United Bank for Africa PLC

“Excellent experience!”

Sohail Ali
IT Audit, Risk and Compliance Consultant
SSA

“Spiffing course with beezer balance of exam and real life.”

Peter Harris
Information Security Analyst (Risk)
Virgin Media

“Good course to gain an insight into the various compliance legislations & standards. Good hands-on exercise.”

Sheetal Sood
Technology Consultant
CHC

“Very good, basic presentation of SOX. Very good course.”

David Spillers
Senior Manager InfoTech
Panasonic

“Recommend each company that is in the starting phase attend this course.”

Frank Cortes
Global Information Security Manager
CooperVision

“The program enlightened me more on compliance; confirmed a few things and exposed me to others.”

Linda Adetula
Business Analyst
Culford Associates LTD

“Good training that enabled me to gain knowledge of SOX.”

Lila Foster
Sr. IT Manager
CafePress

“I learnt a lot more about the industry and also was reminded about some regulations and audit principles.”

Adepeju Olawale
IT SOX Auditor
Alliance Bernstein

“Training on GRC is a must-have for all mid-sized and above companies.”

Manju Nair
Information Analyst
Qatari Diar Real Estate Investment Company

“Awesome class!”

John Kloster
Epic Tech Coordinator
EE Health

“Great material! I learned a lot in this class.”

Scott Lagger
Security Analyst
EE Health

“An excellent course touching on all aspects of SOX. A highly recommended course for those busy professionals!”

Robert Swanson
Director ICB
Marine Corps Community Services

“A challenging course!”

Russ Horne
IT Security Analyst - Compliance
JOS A Bank Clothiers

Law Testimonials

“Best SOX training I have ever attended.”

SA Saaka
Director of Compliance
Liberty Global Europe

“Excellent general overview and peek behind the accounting curtain of SOX and Accounting Standards. This is a course designed not only to educate about SOX, but to save companies money in compliance and add value.”

John Blomquist
SVP and General Counsel
Foxtons North America, Inc.

“Very in depth and comprehensive. Well worth the expense.”

Don Olsen
General Counsel
Provo Craft

“To participate this SOX training was one of the best things ever happening to me, changed my whole understanding; very successful organization!”

Y.O., Senior Compliance Specialist
Turkcell

“Excellent course for small businesses and managers of all business sizes.”

Connie Mish
Sarbanes-Oxley Analyst
Boston Private Financial Holdings

“I learned an exceptional amount of information. Hands-on training was key.”

Jill Westlake
Sarbanes-Oxley Specialist
PharmaNet, Inc.

“The class provided a comprehensive understanding of SOX requirements and project implementation.”

Charlie Ryan
Director SOX Compliance
State Street Corp

“Prepare to blow your mind with information - No slacking!”

S Franklin
SOX Consultant
HFS Ltd.

“Great training course, this is where you learn about SOX.”

Heriberto Landetta
Information Security & SOX Compliance Manager
General Motors

“I really benefited from the workshop.”

Sibel Turkman
SOX Program Coordinator
Vodafone

“This is a very effective program for helping you understand and implement SOX compliance at your company.”

John Krotowski
Business Analyst
Sanofi Pasteur

“I really learned a lot. Thanks!”

D Cottman
Compliance Specialist
WSFS Bank

“Great information. Wish we had more time to cover in more detail.”

Kelly Lawrence
SOX Inspector
Keane Canada, Inc.

“That was a great experience to get high-quality knowledge on that specific area. Thank you.”

Ozan Yasar
Senior Compliance Specialist
Turkcell

“Very informative training.”

Philip Wei
SOX Compliance Consultant
Wells Fargo Foothill

Other/General Testimonials

“Excellent workshop for beginners and experts in the SOX journey. Very valuable class with great case work examples.”

Todd Comer
Corporate SOX PMO
Cardinal Health

“An excellent SOX primer! This course prepares you to face real-life SOX environment.”

Vineeta Sidana
Project Management Lead
Kaiser Permanente

“SOX certification from the SOX Institute is one of the most valuable and practical certifications that every professional should have regardless of their industry or field. Employers and recruiters will be looking for this highly respected mark of industry achievement as professionals look to take their jobs, their careers and their companies to the next level.”

H.W., Recruiting Manager
MPS

“The onsite program really helped our management to understand SOX, the impact of compliance, and will hopefully allow us to reduce the costs of compliance.”

Dan Pifer
VP Sales Operations
The Orchard

“A great course, well presented with excellent material to take back to the work place.”

Craig Rowlands
Head of Data Management
Barclays

“Great “Hands-on” approach to SOX via case study analysis. Excellent presentation. Used great practical examples from experience.”

Michael Tassi

“The best organized and presentation of any class I have attended.”

Gary Simmons
Inventory Control Specialist
Marine Corps Community Services

“I have been working with [SOX Institute] for a couple of years now. I can personally say that the expertise that [he] brings regarding Sarbanes-Oxley along with the training and his certification [he] offers had a dramatic and positive impact on our organization. I will be getting all new hires in our organization certified in SOX through the SOX Institute.”

M.P., CEO
The Glenmont Group

“The program helps me to have a better understanding of GRC and COSO framework. The course is effective and recommended!”

Ahmad Sirhan Abdul Ghazali
PM - Executive
Cybersecurity Malaysia

“Enlightening. Very helpful.”

Bill Bleem
Business Apps Director
Acme Packet

“Engaging, empowering and challenging - Just what I needed!”

Spencer Bruntlett
Senior Quality Manager
Nokia

“Instructor was well knowledged with right materials and time that gave me SOX knowledge understanding to SOX project managing.”

Rom Villaflor
Director
Fujitsu America, Inc.

“Great course, good instructor!”

Sheikh Zulisfandar Zulkarnain
Head of Marketing
Cybersecurity Malaysia

“It’s been great! Excellent!”

Dennis Dowell
Executive Director
Native American Resource Center

“[He] has a great teaching style and is excellent at communicating knowledge.”

C.G., Sr. Director, Change Management
Genpharm ULC

“Well organized and special thanks for the instructor. Very interesting.”

Kalle Mattila
Manager, External Subscribers
Nokia

“A comprehensive overview to SOX - with very knowledgeable trainer, who sets an excellent standard!”

Rebecca Millington-Harris
Cass Business School

“Great Course! A must-do course for IT folks getting their feet wet into SOX.”

Vishwa Narayanan
Quality Assurance Manager
Bayview Financial

“Great class. Informative, well paced, knowledgeable instructor.”

DeAnne Williams
Sr. Mgr., HR Compliance, Process & Controls
AstraZeneca

“Instructor is a very good inspirational tutor and I would have no hesitation in recommending him to others.”

Ian Pickup
Quality Manager
T-Systems

“Provides a framework for understanding SOX and how to approach it. Great hands on workshop to help the learning process.”

John Dyer
Management Consultant
Uniglobe Management Ltd

“Excellent and thorough presentation.”

Jim Bashaw, President
Credex Corporation

“I missed day 1 class for doctor's appointment but the class professor was so fun and accommodative and by the afternoon session, I am already like the other students.”

Yati Mohamad Yassin
Manager
Cybersecurity Malaysia

“I have a much better understanding of the fundamentals of SOX and COSO framework. Looking forward to implementing what I've learned.”

Denise Leonardo
President
DL Consulting

“Incredibly useful for quick ramp-up on SOX knowledge.”

Peter Fritz
Senior Consultant
Envision, A Unit of IMS

“An excellent course which left me confident to take responsibility for SOX implementation.”

Annette Willcox

“I thought that the instructor was very knowledgeable and clear. He kept the class moving.”

Alex Syfrett
Consultant

“Great course and excellent application to materials.”

I.F., President
FS&A

“Exceeded my expectations!”

Lisa Entrekin
CS Advisor
Ascend Performance Materials

“Overall, good overview of SOX. Weekend classes made it very available and staff helpful.”

Art Vanterpool

“Very enjoyable class. Learned a lot. Quick pace. Good interaction. Knowledgeable instructor with good sense of humor!”

Barbara Davis
Sr. HR Compliance Analyst
AstraZeneca

“Fantastic presentation of SOX.”

A.O., HR Consultant
Constellation Energy

“I learned a lot in these 4 days.”

S.S.

“During the worst stretch of the economic recession, I was fortunate to have acquired a temporary contractor position with Honeywell International. While serving within the scope of this position, I was able to survive two waves of layoffs that had occurred at our local office. While many other employees were getting laid off, I was able to not only hold on to my position, but they offered me a permanent employee slot as well as a subsequent promotion. Although I believe that my education, experience, and work ethic were the primary reasons for my fortuitous disposition with my employer, I do feel that having my CBMP certification helped tremendously. Although I do possess experience and a college degree, having a pertinent business certification, such as the CBMP, was the “icing on the cake” as I had to compete with other degreed professionals to maintain my employment status during the recent downsizing events.”

E.P.,
Broward County, FL.

“A practical workshop that puts theory into practice.”

M.L., Business Systems Manager
Claire’s Accessories

“Course presentation was different. Similar to MBA Executive Program. Excellent way to impart knowledge to seasoned professionals.”

Mohd Rasid Abdul Halim
Project Manager
Cybersecurity Malaysia

“A worthwhile investment of time & money!”

Geary Barnes
Senior Partner, Business Development
Audit Techs

“Great course.”

Howard Phillip
Sr. Consultant
BearingPoint

“Every professional must attend.”

Dilip Shetye

“Great course!”

Craig Brown
CEO
Powerconnects, LLC

“This provided the "real deal" on SOX. A practical workshop that put theory into practice.”

Marcellus Lindsay
Business Systems Manager
Claires Accessories

“Great class, the instructor was great!”

Behrad Fardi

“If you have a practical learning need the class is great.”

Amie Simpson
PA
Cerato Systems

“Fantastic presentation on SOX.”

Antoinette O'Dell
HR Consultant
Constellation Energy

“Very informative!”

Don Fosen
Director, CISO
EE Health

“The training was helpful for us to understand COSO in detail and will help the organization in achieving its objective.”

Manish Ajmani
Senior Manager - Org Development
Qatari Diar Real Estate Investment Company

“The instructor has a great teaching style and is excellent at communicating knowledge.”

Carlos Gallardo
Senior Director, Change Management
Genpharm LLC

“Excellent and informative discussion on SOX and its requirements and objectives.”

Patrick Blitz
Consultant