This event took place on May 27 2026
Most compliance teams already have Microsoft 365. The question is whether it's actually working for policy management - or whether your team is still working around it.
Webinar: From documents to decisions: Operationalizing policy management in Microsoft 365
About this webinar:
Join Taylor Fortenberry from the Ideagen Compliance team and Stephanie Jones CIA, Head of Audit & Risk at Ideagen, for a practical, education-first webinar on what it really takes to operationalize policy management inside Microsoft 365. Stephanie brings 12 years of internal audit experience to the conversation, sharing what auditors actually look for when they review a compliance function - and what separates a team that sails through an audit from one that scrambles.
This is Episode 1 of a planned series. Future episodes will cover contract management, annual disclosures and incident management.
Key takeaways:
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Why most organizations have a workflow problem, not a technology problem
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The three places where policy management most commonly breaks down
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What auditors need to see at minimum for any policy - and what a mature compliance function can demonstrate beyond that
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A live demo of Ideagen Compliance policy management capabilities inside Microsoft 365, including AI regulatory mapping, acknowledgment tracking, and quiz-proven employee understanding can
Meet our speakers
Stephanie Jones
Head of Internal Audit & Risk Management, IdeagenStephanie is a Certified Internal Auditor and has served as District Advisor for the Midwest Region of the Institute of Internal Auditors (IIA).
Her 12-year career as an audit practitioner includes managing Sarbanes-Oxley testing, reporting and co-ordination at Compass Minerals, plus several years running teams and projects for insurance companies.
Stephanie now applies her experience as the Head of Ideagen's Internal Audit and Risk Management platforms.
Taylor Fortenberry
Sales Executive, Ideagen ComplianceTaylor Fortenberry is a Sales Executive at Ideagen Compliance, where she helps organizations discover the right compliance solutions for their needs. She guides clients through personalized product demonstrations, pricing discussions and onboarding to ensure a smooth experience.
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