IIA OCTOBER 2016 UPCOMING EVENTS 10... · 2016-11-08 · New Auditor Training Auditor In-Charge Training Audit Skills Training CIA Exam Review Writing to Achieve Results Situational

November 17

Earn up to 8 hours of CPE credit!  

Register at:  www.duq.edu/cpe

UPCOMING EVENTS

I N S I D E T H I S

I S S U E :

Save the Date! 2

Event & Meeting 3-6

Data Analytics

Group Information 7

CAE Roundtable 7

PICPA Case

Competition 8

President Letter 9

CAP Program 10

Chapter Volunteer

Opportunities 11

Update Profile

Reminder 12

Job Opportunities 13-14

Officers,

Governors &

Committees

15

Duquesne University Fifth Annual

Accounting CPE Conference

I I A

Pi sburgh Chapter Newsle er O C T O B E R 2 0 1 6

S P E C I A L

P O I N T S O F

I N T E R E S T :

November Du-

quense University

Fifth Annual Ac-

counting CPE Con-

ference

PICPA & IIA Case

Competition Vol-

unteer Opportuni-

ties!

Data Analytics

Group Info

CAE Roundtable

REPORT

WRITING TO

ACHIEVE

RESULTS! November 8, 2016

The class topics include the building

blocks of writing to achieve results, de-

termining audience and purpose, mind

mapping, transparent structure, cut-

ting the clutter, making sentences

make sense, active/passive voice, eval-

uating writing examples, agreement

with antecedents, subject/verb agree-

ment, parallel construction, editing,

proofreading, and email. This class is

focused on audit report writing, but

the concepts are applicable to all indi-

viduals who desire to improve their

business writing skills.

Rivers Club

8:30PM - 5:00PM

8 Hours CPE

Members: $200

“The wisest mind

has something to

learn.”

George Santayana

Date Topic CPE

2 0 1 6 October 22-27 Student Case Study written reports judged by internal and external auditors 2 free hours!

November 3 Student Case Study Contest, Oral Presentation

November 8 Writing Audit Reports to Achieve Results 8 hours

November 17 75th Anniversary of IIA!!!

November 17 5th Annual Accounting CPE Conference [Sponsored by Duquesne University & the IIA] 8 hours

December 5 ISACA Information Security Day [Rivers Casino] 8 hours

December Data Analytics Workgroup (Topic TBD)

2017

May 23 Annual Fraud Seminar [Sponsored by the IIA, Schneider Downs, & ACFE] 6-8 hours

November 6th Annual Accounting CPE Conference [Sponsored by Duquesne University & the IIA] 8 hours

December 13 Tax and Ethics Event

Jan—May TBD

October 25 Pittsburgh CAE Roundtable (See page 8 for details)

2017 Fraud and Corruption Awareness Seminar - May 23, 2017

(Sponsored by the IIA, ACFE and Schneider Downs)

Featured Speakers:  

Harry Marcopolos - Bernie Madoff Whistleblower, and au-thor of the

book "No One Would Listen" Jim Ratley - President and CEO of the National ACFE

Bethmara Kessler - Chief Audit Executive of Campbell's Soup Will Hatcher - Former FBI Special Agent and current Schneider Downs IT

Security Audit Manager  

Our Chapter’s Programming Commi ee works very hard to provide our members with affordable and effec ve CPE ses-sions and networking opportuni es. Please note that the informa on above is subject to change.

SAVE THE DATE!!!

Discover the building blocks of writing to achieve results Use the building blocks to evaluate all forms of writing Practice using the mind mapping tool for organizing your

thoughts Learn how to use transparent structure Practice cutting the clutter and editing run-on sentences Learn the difference between writing in active vs. passive voice Learn basic grammar rules Learn the basic components of editing and proofreading Learn how to avoid the mistakes of using email

Registration & Breakfast: 7:30 AM – 8:30 AM

Program: 8:30 AM – 5:00 PM

CPE: 8 Hours

Members: $ 200

Non-Members: $ 225

The class topics include the building blocks of

writing to achieve results, determining audience

and purpose, mind mapping, transparent struc-

ture, cutting the clutter, making sentences make

sense, active/passive voice, evaluating writing

examples, agreement with antecedents, subject/

verb agreement, parallel construction, editing,

proofreading, and email. This class is focused on

audit report writing, but the concepts are appli-

cable to all individuals who desire to improve

their business writing skills.

Through this course, you will…

Location: Rivers Club, One Oxford Center

301 Grant Street, Suite 411

Pittsburgh, PA 15219

November 8, 2016 Report Wri ng to Achieve Results

Register Now at: http://www.etouches.com/reportwriting16

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Bill Woodington spent 18 years managing the Learning & Development (L&D) function for Wells Fargo Audit & Security, where he was responsible for teaching the core curriculum classes (New Hire Orientation, Auditor In-Charge Training, CIA Exam Review, Effective Writing, Situational Leadership, and Leadership 101) to Wells Fargo’s Audit staff. He was also responsible for developing and delivering virtual training related to audit topics, and managing Audit & Security University at Wells Fargo. Prior to the L&D position, Bill spent four years as an Audit Specialist supervising audit projects. He has also worked for First Bank System and Deloitte and Touche.

Bill has taught seminars for the Institute of Internal Auditors (IIA) and MIS Training Institute (MISTI). He is certified by the IIA to teach CIA Exam Review. He is also certified by the Ken Blanchard Companies to teach Situational Leadership II. In his role as President of Woodington Training Solutions, LLC, Bill delivers several audit, business writing, and leadership seminars, which can be tailored to meet your organization’s needs. Woodington’s course offerings include:

New Auditor Training

Auditor In-Charge Training

Audit Skills Training

CIA Exam Review

Writing to Achieve Results

Situational Leadership II

Leadership 101

ABOUTTHESPEAKER:

Based in Minneapolis, Bill is a CPA, CIA, and CRMA, with a bachelor’s degree in Accounting and a master’s degree in Finance. Bill is also a member of the Insti-tute of Internal Auditors (IIA) and American Society for Training & Development (ASTD).

Register now at h p://www.etouches.com/reportwri ng16

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DUQUESNE UNIVERSITY

FIFTH ANNUAL

ACCOUNTING CPE

CONFERENCE

NOVEMBER 17, 2016

Time: 8:00A.M. until 4:30P.M. Reg. opens at 7:00A.M.

Location: Fifth Floor Ballroom, Power Center,

Duquesne University campus

CPE: Earn up to 8 hours of CPE credit!

Register at:  www.duq.edu/cpe

Several registration options will be available:

All day—$125 - includes breakfast, lunch and 8 hours of CPE

Morning only— $ 60 - includes breakfast and 4 hours of CPE

Afternoon only— $65 - includes lunch and 4 hours of CPE

Luncheon only— $ 35 - includes lunch and 1 hour of CPE

FEATURED SPEAKER: 

Stuart G. Hoffman Senior Vice President and Chief Economist The PNC Financial Services Group

Data Analytics User Group J O I N U S T O D I S C U S S T H E L A T E S T I N D A T A A N A L Y T I C S . . .

The Data Analytics User Group is newly formed group with the Pitts-burgh Chapter of the IIA. The group is made of audit professionals who are willing to share successes and overcome challenges regarding the use of data analytics in a roundtable format.

In order to appeal to the broadest

group possible the focus is not on a specific product (e.g. ACL, Idea, and Microsoft Excel). Those that are considering data analytics, as well as, those that are experts are en-couraged and welcomed to partici-pate in the interest of furthering data analytics usage within the Pitts-burgh Chapter.

The next meeting of the Data Ana-lytics User Group will be in De-cember 2016. Interested parties should e-mail Travis Hudson at: [email protected] to attend the session. Additional in-formation will follow after the RSVP.

The IIA Pittsburgh chapter hosts a semi‐annual CAE / Internal Audit Director Roundtable meeting. Typically, 15 to 20 local internal audit leaders participate in these meetings. Our roundtable is held at various local companies and the meeting Agenda consists of internal audit related questions, issues and concerns that the leaders provide to the meeting facilitator prior to the meeting. Past meetings have included topics related to risk assessment and planning, emerging risks, audit pro‐cess, reporting to management and audit committees, staffing and regulatory com‐pliance. If you have an interest in participating in the next round table which will be held on October 25, please feel free to contact Jim Risbon, meeting facilitator at jris‐[email protected] or 412‐288‐1992. The group is very welcoming and is al‐ways looking to increase participation by CAEs and Internal Audit Directors from the area covered by our Chapter.

Pittsburgh’s CAE Roundtable

The CAE

Roundtable

consists of

issues and

concerns

including risk

assessment &

planning,

emerging risks,

audit process,

reporting,

staffing, and

regulatory

compliance.

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The Pittsburgh IIA Chapter and PICPA Invite You to Participate in the

2016 Case Competition  

"

There are two opportuni es.

The first one is 3 hours of your me from October 22 to 27 to read the submi ed cases and score them. This can be done at any me you are available as the cases are sent to you electronically.

The second opportunity is Thursday November 3, from 4PM to 7PM to judge the actual oral presenta ons The presenta ons will be taking place on the North Shore in the Clark Building.

If you are interested in volunteering for either of these op-portuni es to guide students in advancing the profession, please contact Rachel Albert at [email protected]"

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IIA members are needed to assist with the college student

case competition

President’s Letter Thank You Members!

Data Analytics Group

Welcome to FY 16/17!

Hello Pi sburgh Chapter Members!

I'm happy to announce our first event of the chapter year, Vendor Risk Management, was a success with 45 a endees! A big thank-you to BDO for presen ng on this topic. Be sure to check out our Save the Date sec on for all the upcoming chapter events! Make sure you are making the most of your IIA membership by taking advantage of these upcoming FREE IIA Member's Only Webinars;

October 12, 2016: What You Need to Know About the Revised Standards

October 18, 2016: Leveraging Data to Manage Your Fraud Risk

November 15, 2016: Audi ng at the Speed of Risk

Refer to h ps://na.theiia.org/training/eLearning/Pages/Webinars.aspx for details on each event and registra on.

Did you know…

On November 17, 2016, The Ins tute of Internal Auditors, Inc., along with 161 Chapters and 105 Ins tutes world-wide, serving more than 180,000 members, will celebrate 75 years of advancing the profession of internal audit.

The Pi sburgh Chapter will be celebra ng it's 72nd year of serving the Internal Audit Community on April 18, 2017.

In the spirit of celebra ng our past and inspiring the future, IIA Headquarters is offering a $7.50 discount to new stu-dent members (making the annual membership fee $27.50). If you know any students who are looking to join the chapter, be sure they used the code STUDENT75 when applying for a membership.

Speaking of students, we are looking for volunteers for the IIA/PICPA student compe on. You can volunteer by judging wri en responses or a ending the oral presenta ons on November3, 2016. Please contact Rachel Albert ([email protected]) for details.

As always, please join us on LinkedIn (search “IIA Pi sburgh”), Twi er, and Face-book or visit our website to stay up to date with our profession and all the Chapter has to offer you!

Rosemary Mazzeo

Pi sburgh Chapter President

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Chapter Achievement Program Congratulation to the Pittsburgh Chapter for earning a GOLD status for 2015 (for the fourth year in a row)!!! The Chapter Achievement Program (CAP) was established by IIA Headquarters and requires each IIA Chapter to earn points in the following three areas;

Service to Members

Service to the Profession

Chapter administration

This year, our chapter goal is to earn GOLD status and continue on the path to be-coming a PLATINUM Chapter. In order to earn GOLD status, we need your help! How, you may ask??? Well below are a few easy ways to help our chapter earn CAP points.

1. Participation by any chapter member in a Junior Achievement Program 2. Host an Internal Audit event at work (Lunch and Learn) 3. Publish an article in a professional journal 4. Participate in an unpaid speaking engagement If you think you've done something to earn CAP points, please email Rosemary Mazzeo at [email protected]. Below is an update on the CAP points earned by our chapter for the 2016-2017 fis-cal year, as of 10/1/2016;

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Looking for a way to get more involved with Pi sburgh IIA Chapter? We are al-ways looking for volunteers to aid in building our wonderful organiza on. Taking a leadership role or becoming part of a commi ee will provide a great oppor-tunity to give back to the Pi sburgh Chapter as well as provide many network-ing opportuni es! A variety of volunteer roles are available allowing for a range of responsibili es and me commitments providing a perfect opportunity for everyone to get involved! As this year begins, we are specifically looking for volunteers to put their names forward during the nomina on process to run for chapter officer. Du es for the open posi ons are as follows:

Membership Manager – on a monthly basis, work with the newsle er chair to inves gate members whose email addresses were undeliverable. U lizing our membership file, per-form data analy cs in variety of characteris cs to help the chapter monitor a endance and follow up on non-a endees. Volunteer could perform both or just one of these func ons

Programming Commi ee – assist programming chair with the development/organiza on of a chapter event or two. This could take up to 4-6 hours per month throughout the chapter fiscal year depending on the length/extent of the event.

Educa on Advocacy – work with a professor, accoun ng head, or other at a university to help get the IIA into the university to speak either during a class, or ideally, as a speaker for an accoun ng associa on mee ng. This could take very li le me, just a few emails and/or personal mee ngs and follow-up. Less than 6 hours in a year.

Educa on Advocacy – be willing to present in front of college students. We have canned IIA presenta ons on internal audit. We also present in a panel format with canned ques-

ons. This would be a 1-2 hour commitment for the program plus travel me (depending on the school). Any significant or addi onal parking/mileage would be reimbursed.

Please contact our new Volunteer Coordinator Colin Powell at  

[email protected] for more informa on on how you can get  

involved in the Pi sburgh Chapter! 

Help your local Chapter!

Volunteer Positions

Open Volunteer Positions!

Microsoft

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Internal Audit Manager 

h p://us.msasafety.com/careers

Description of duties and responsibilities: This position reports to the Director of Internal Audit and is responsible for the management, planning and execution of internal audit activities both domestically and internationally. This position manages auditors conducting independ-ent audits for management review of effectiveness of internal controls, financial records and operations; compliance with MSA policies, GAAP, and SEC accounting requirements; and developing meaningful recommendations for im-provements. Specific responsibilities include but are not limited to:

Design and implement audit procedures, which appropriately address company financial, operational, IT and strategic risks and compliance related exposures, including Sarbanes-Oxley compliance. Plan, supervise, conduct, review, and monitor performance of audits, special projects, investigations. Assist external auditors. Keep abreast of changes in auditing and accounting professional standards and recommend modifications to the audit strategy and annual plan as necessary. Train new staff in standard procedures and supervise the internal audit staff Provide written reports to management which accurately and concisely summarize audit scope and results.

Special knowledge, skills and abilities required: Thorough understanding of key elements of business processes and information technology and their effect on financial statements Demonstrated ability to analyze complex information and prepare well written audit reports Critical decision making is required for audit focus, approach, recommendations and communications Sound project management skills are required to complete multiple audits/projects and accomplish annual plan Microsoft Office skills (Word and Excel) Proven track record of successfully partnering with senior managers on financial and operational issues Superior management and team building skills that successfully orchestrate complex relationships and work environments while fueling greater partner loyalty and fewer internal or external conflicts Excellent communication skills, both written and verbal (including the ability to make presentations to a varie-ty of levels including senior management) Willingness to travel up to 30% domestic and internationally

Preferred: Experience with ERP systems (SAP)

Education and experience required: Bachelor’s degree in accounting, business, economics, finance or related discipline Active CPA or CIA 5 or more years of auditing experience 7 or more years of accounting or related experience

Preferred:

Major in accounting MBA Supervisory experience Public accounting experience Enterprise risk management experience

EOE M/F/D/V

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Internal Control Analyst II-III (Posting # 150736BR)

Job Summary This posi on is domiciled at the FedEx Ground corporate headquarters in Moon Township, PA. The posi on analyz-es internal control func ons at FedEx Ground and FedEx SmartPost by performing root cause analysis and recom-mend correc ve courses of ac on to management. Essen al Func ons • Provides internal control consulta on to applica on development teams, correc ve ac on teams, control self-monitoring teams, and management. • Leads internal control reviews, projects and cross-func onal teams. • Oversees small-medium projects and ini a ves; facilitates team efforts, helps to define project goals, establishes

melines, iden fies resource requirements and planning. • Dra s and recommends policies and procedures changes. • Conducts control self-monitoring training for all levels. • Develops applica ons and automates manual processes. • Develops and executes self-audit applica ons to iden fy control weaknesses and compliance repor ng. • Challenges Sarbanes-Oxley documenta on, performs tes ng, and assists with correc ve ac ons. • Maintains strong internal control and regulatory awareness. Minimum Educa on • Bachelor’s degree in Finance, Accoun ng, Business, Engineering, Informa on Technology, Criminology, or related field required; or in addi on to Minimum Experience, high school degree or GED and four (4) years relevant experi-ence in lieu of degree. Minimum Experience • Three (3) years of experience required in audit, internal controls, compliance, finance, or related area. Required Skills, Abili es and / or Licensure • Cer fied Public Accountant (CPA),Cer fied Internal Auditor (CIA), Cer fied Informa on Systems Auditor (CISA), Cer fied Fraud Examiners (CFE), and/or Cer fica on in Control Self-Assessment (CCSA) cer fica ons preferred. • So ware skills, including use of Microso Office so ware and web-based applica ons. • Knowledge with audit/data analysis so ware tools. • Verbal and wri en communica on skills necessary to explain complex and/or confiden al informa on. • Presenta on skills necessary to facilitate training and/or deliver informa onal sessions to groups and/or individu-als.

Ques ons:  Please contact [email protected]  

FedEx Ground is an equal opportunity / affirma ve ac on employer (Minori es/Females/Disability/Veterans) commi ed to a diverse 

workforce 

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EMPLOYMENT OPPORTUNITIES

Employment advertisements placed by audit group member companies are free of charge.

Employment advertisements placed by non-group member companies:

¼ page - $50

½ page - $100

Full page - $200

Employment advertisements for employment agencies, recruiting firms, and profes-sional services providers, including firms placing ads on behalf of member companies:

¼ page - $100

½ page - $200

Full page - $400

OTHER ADVERTISEMENTS

Advertising for services or products:

¼ page - $100

½ page - $200 Full page - $400

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REMINDER: Members of the IIA Pi sburgh chapter are given access to the membership list. This list is NOT to be used to solicit members. Solicita on of services/products using the chapter membership list may result in the revoca on of membership.

ReviewIIApro ileinfo

www.theiia.org

A en on Members:  

Please take a few minutes to review your IIA profile and contact informa on at www.theiia.org. Maintain-ing current informa on in your IIA profile will help to ensure that you will con nue to receive valuable in-forma on from The IIA.

Advertise with us!

The IIA newsletter is distributed to approximately 800 local Internal Audit professionals on a regular basis. Advertising with us is a great way to attract local talent to fill your open posi-tions; and if your company has an audit group membership, employment opportunity ads are FREE OF CHARGE! See below for our advertising policies and rates.

OF F I C E R S  

BOARD  OF  GOVERNORS  

David Bayles

Jonathan Bentrim

Beth Bodner

Dawna Fisher

Diana Froats

Mark Lou Gegik

Stacy Juchno

Jayne Mcgoey

Steven Melletz

Jim Risbon

Nicole Saldamarco

Jeanine Trumbe a

LaDawn Yesho

Pi sburgh Chapter Commi ees Rosemary Mazzeo, President

[email protected] 412-697-5493

Bryan Blose, 1st VP [email protected]

412-232-1615  

Val Tro -Williams, 2nd VP tro @duq.edu 412-396-5700

Jeanna Hanna, Secretary

[email protected] 412-644-0598

Camelia Sirbu, Treasurer

[email protected] 412-623-6530

Roland Warfield, Asst. Treasurer

[email protected]

Committee Chairperson

Academic Relations Jessica Miller [email protected]

Certifications Joe Cassol [email protected]

Directory Kathy Cromer [email protected]

Golf Outing Jaye Wilson [email protected]

Eric Davis [email protected]

Hospitality Kristen Backo-Weaver (Chair) [email protected]

Colin Powell (Co-Chair) [email protected]

Gina Dutkovich [email protected]

Membership OPEN

Newsletter Carol Frey [email protected]

Programming Jaimie Scialdone (Chair) [email protected]

Mary Halvas [email protected]

Dawna Fisher [email protected]

Assistant Treasurer Roland Warfield

Volunteers Colin Powell [email protected]

Website Sarah Flannery

[email protected]

We’re on the Web! Visit our Chapter Page:

IIA Pi sburgh Chapter  

Follow us on LinkedIn! 

www.linkedin.com 

“Ins tute of Internal Auditors Pi sburgh”

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