Sue Ulrey serves as an executive director in MorganFranklin’s risk and regulatory advisory practice with a specific focus on serving the financial services and healthcare markets. She leads the internal audit, enterprise risk management and external quality assessment service offerings. Sue successfully oversees multiple engagements in enterprise risk management, internal audit and controls, quality assurance, SOX compliance, CMS regulatory and privacy compliance, anti-fraud program, data analytics, and contract compliance to identify challenges and root causes, understand options, institute effective governance and communication, and implement sustainable solutions to successfully scale their organization to support growth and stakeholder objectives. Sue prides herself on the trusted partner relationships she has with her clients resulting in multi-year, multi engagements.
Prior to joining MorganFranklin, she served both practitioner and consulting roles, enabling her to bring practical and pragmatic insights and guidance. She held the position of vice president Chief Audit Executive and Chief Compliance Officer for Anthem/Wellpoint. While in that role she led the day-to-day activities of their demutualization and IPO. She was the national practice advisory leader at Global Commerce & Information, Inc. (Global CI). As a former Big 4 managing director (KPMG) and principal at a top 15 CPA firm (CLA), Sue led global, multi-year risk advisory projects.
Sue is well credentialed and has active licenses as a Fellow Chartered Accountant (FCA), Certified Fraud Examiner (CFE), Certified Internal Auditor (CIA) and holds the following credentials: certification in risk management assurance (CRMA), certification in risk and information security (CRISC), and qualification in internal audit leadership (QIAL). Her licenses as a Chartered Property & Casualty Underwriter (CPCU) and Certification in Healthcare Privacy Compliance (CHPC) are inactive.
She is a recognized thought leader and a highly sought after speaker, presenting at over 65 professional and industry conferences on a wide range of internal audit, risk management, internal audit quality, and compliance topics.
Sue earned a B.A. in accounting from the University of Kent and an MBA in business and leadership from Butler University.