Jul 30 2026
17:00 BST - 17:45 BST | 02:00 AEST - 02:45 AEST | 12:00 EDT - 12:45 EDT
Most organizations have contracts scattered across email chains, shared drives, and filing cabinets with no clear picture of who owns what, what's expiring or what obligations are being tracked. The infrastructure to fix that is already there. The workflow layer usually isn't.
Join us July 30th to see what getting it under control actually looks like - inside the Microsoft 365 environment you already have.
This session is designed for compliance and operations leaders who know the problem and are ready to see what fixing it looks like.
Join Sara Casarez from the Ideagen Compliance team and Stephanie Jones CIA, Head of Audit & Risk at Ideagen, for a practical, education-first webinar on what audit-ready contract management actually looks like inside Microsoft 365. Stephanie brings 12 years of internal audit experience to the conversation - sharing what auditors look for when they review a compliance function's contracts and what the teams who pass those reviews have in common.
This is Episode 2 of a planned series. Future episodes will cover annual disclosures and incident management.
Why most organizations have a contract visibility problem, not a contract problem
The four places where contract management most commonly breaks down - and what auditors find when they do
What auditors need to see for any contract: ownership, approval trail, obligations and renewal visibility
A live demo of Ideagen Compliance contract management capabilities inside Microsoft 365
Stephanie 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.
Sara Casarez is a Senior New Business Sales Manager at Ideagen Compliance with eight years of experience helping organizations find the right compliance software solutions for their unique needs. She specializes in understanding client challenges and guiding them through their compliance journey - from initial consultations and software demonstrations to implementation support.
