THE WORKPAPERS...THE WORKPAPERS ~Matthew, Chapter President “All you need is love. But a little chocolate now and then doesn’t hurt.” -Charles M. Schulz. As February arrives,

IIA | Tulsa Chapter Newsletter

THE WORKPAPERS

~Matthew, Chapter President

“All you need is love. But a little chocolate now and then doesn’t hurt.” - Charles M. Schulz.

As February arrives, many couples will celebrate their love for one another this Valentine’s

Day. Unfortunately, having healthy relationships

at home doesn’t always translate into our working life. Some com-

panies do have a great working relationship with their auditors, others have a love-hate relationship (where they love to hate auditors). So

how do we build and maintain a healthy and effective working rela-

tionship with our audit clients? Stop seeing them as only audit cli-

ents and remember they too are people, the same as your friends and family. People have feelings, egos, and insecurities that are

easy to forget about when you dive deep into a process or are report-

ing audit findings.

In a relationship, couples tend to feed off of each other’s attitudes

and emotions. Your audit attitude and how you approach different

situations can really set the tone for your audit department for years to come. What would happen if you handed your significant other an

audit report of all the things they did wrong over the past 6 months

(my wife’s “audit response” would likely be divorce papers). To build

trust, it’s important to communicate findings throughout the audit with the intent of helping them achieve their goals and objectives and not

play “gotcha”. What would your personal life be like if every conver-

sation with your family or friends was only about work? To build rap-

port, have meaningful conversations that aren’t always about work. Get to know your clients on a more personal level by taking

them out to lunch or simply stopping by for a quick conversa-

tion. Your goal should be to see each other as people, instead of just

client and auditor. Also, a little chocolate at your audit meetings doesn’t hurt.

February 2019

Did you know you can find your local chapter of the IIA on social media? Find us on Facebook by searching for

“IIA Tulsa Chapter” and request to join today. We are also on LinkedIn. Search for “The Institute of Internal Au-

ditors - Tulsa Chapter” and request to join. Also, follow @TheIIA on Twitter today to get updated information

and connect with colleagues across the nation!

If you have a submission or idea for an upcoming newsletter, please submit your ideas to the Newsletter Chair, Shannon Lofthus at:

[email protected]

In This Issue

• President’s Message

• General Meeting

Announcement

• IIA News & Highlights

• Call for Volunteers

• Welcome New

Members

• Members-Only

Webinars

• Certification Corner

• IIA Early Birds

• Employment

Opportunities

• Tulsa Chapter 2018-

2019 Officers, Commit-

tee Chairs, and

Governors

Message

2018-2019 President

Connected

Announcement Topic:

The Art of Asking Questions

Where:

Tulsa Country Club

701 N. Union Ave.,

Tulsa, OK 74127

(Refer to map on page 3)

When:

Thursday, February 14, 2019

Agenda:

Registration: 11:30 AM

Lunch & Speaker: Noon

Reservation Deadline:

Tuesday, February 12, 2019

Prices: Credit Card or Check

Members: $25

Guests: $30

Students: FREE

Retired/Unemployed: $12

Menu (buffet-style):

Chicken or beef entrée, vegetable

medley, herbed potatoes, green

salad, fresh fruit, bread and an

assortment of desserts

Registration Contact:

Register Online HERE!

Questions? Contact Leslie Clarke

at [email protected] or Brittanny

Slusher at [email protected]

Note: General meetings are

held the 2nd Thursday of the

month, unless otherwise noted.

To register for the February Tulsa IIA meeting, please visit: http://

www.eiseverywhere.com/400401 and submit your registration online. You may

also use the same link to cancel a reservation.

All cancellations of reservations must be made before noon on the day before

the meeting. Unfulfilled reservations will be billed as the IIA is billed at the

reservation rate, not attendance.

The Art of Asking Questions Presented by Cindy Harp, Vice President or Organizational Effec-

tiveness at The Persimmon Group

Cindy Harp is Vice President of Organizational Effectiveness with The Persimmon Group. She helps organizations transform financially and op-erationally through leadership development, or-ganizational effectiveness, and strategy develop-ment. Cindy’s passion is to empower leaders to create positive and productive workplace cultures that generate better business performance. Cin-dy shares her knowledge in engaging and insight-ful coaching and training programs.

Throughout her career, Cindy has taken assign-ments in a variety of functions and businesses. She has worked for major corporations including BP and Amoco. While at BP and Amoco, Cindy’s primary role was to assess a business unit or function, identify areas for improvement, and lead the implementation plan for change. Cindy received her BS in Business Administration and Accounting from the University of Tulsa and holds a Masters of Management, Or-ganizational Behavior, and Strategy degree from the Kellogg School of Management at Northwestern University.

Presentation Summary:

Questions can be a powerful tool in solving problems. Good questions develop our interpersonal skills, build relationships, and initiate break-through exploration to even deeper discoveries. In today’s fast-paced environment, however, the art of asking questions can get lost in the desire to quickly resolve an issue. Too often, questions are asked as a means of resolution.

If you’re looking to improve your ability in this important area, join Cin-dy Harp for a dialogue on The Art of Asking Questions. We will discuss how questions help us achieve our desired outcomes through conver-sation. We will explore connecting the relational benefits of the ques-tions we ask with the questions themselves. We will discuss the sig-nificance and impact of subtle changes in the phrasing of a question and how value can be gained simply by asking. We will discuss how framing questions can do more than resolve issues.

FROM TULSA INTERNATIONAL

AIRPORT Take interstate 244 West and after

downtown Tulsa follow the signs to-

wards Sand Springs, (64/51 also

known locally as the Keystone Ex-

pressway or the Cimarron Turnpike).

Stay in the right lane on 64/51 and exit

on the Gilcrease Museum Road and

then turn right. At the next traffic light

(Edison) turn right. Travel ½ mile and

turn left on Union Ave. Club entrance

is immediately on right.

FROM RIVERSIDE DRIVE Travel north on Riverside until you

come to Denver Avenue and merge to

the right. Once on Denver, travel ap-

proximately 1.5 miles to Edison and

turn left. Travel approximately 1 mile to

Union (you will pass the golf course on

the right). Turn Right on Union. Club

entrance is immediately on right.

FROM THE BROKEN ARROW

EXPRESSWAY (64/51) Travel Westbound on 64/51. After passing through downtown Tulsa the road curves right heading North. (Make

sure you stay on 64/51) Immediately after the curve start getting in the left lane to exit toward Sand Springs. (This

is kind of a bad spot traffic wise because you have to cross three lanes of traffic fairly quickly). After the Sand

Springs exit get in the right lane and exit on Gilcrease Museum Road and turn right. At the next traffic light

(Edison) turn right Travel ½ mile and turn left on Union Ave. Club entrance is immediately on right.

Parking N

Un

ion

Ave

W Edison St

Join us at the TULSA COUNTRY CLUB (red star below) located at 701 N. Union Ave., Tulsa, OK.

We hope that you can join us as we kick off our 2018-2019 chapter year!

Directions

Reminder!!

As we get into our active

Chapter year, now is a

good time to review your

contact information on your

IIA profile and to ensure

you’re able to access your

account online. It’s im-

portant to keep this infor-

mation up to date so that

you continue to receive

Tulsa Chapter notifications,

receive the Member rate

on your Tulsa Chapter

meetings and conferences,

and receive customized

communications directly

from The IIA. Get started

now!

You may also find this

newsletter information and

more about The IIA - Tulsa

Chapter at:

https://chapters.theiia.org/

tulsa/

The proposed bylaws

which were voted on and

adopted during the October

meeting are posted to the

“Members Only” page.

Don’t forget to make sure

your communication prefer-

ences are up-to-date so

that you don’t miss any

Chapter news!

Is Your Internal Audit Group Compliant with The Standards? The IIA Standards require that internal audit activities have

an external review at least every five years. The IIA Tulsa

Chapter has a peer review program available to you that

includes several trained assessors who can conduct these

reviews at a minimal cost. If interested, the Chapter will

work with you to select a team that includes experts on The

Standards as well as individuals knowledgeable about your

particular line of business. The minimal cost to your compa-

ny includes expenses incurred by the team members which

typically include mileage, parking and meals while on site

and a contribution to the Chapter’s scholarship and training budget. Reviews

are typically arranged three to six months in advance. If you are interested in

complying with the Standards, contact Jim Sleezer ([email protected])

to schedule a review.

Chapter Achievement Program (CAP) The Chapter Achievement Program (CAP) is an achievement/recognition pro-

gram for chapters in North America that uses points /credits to recognize chap-

ter activities that align with the North American Strategic Plan in three service

categories: Service to Members, Service to the Profession, and Chapter Re-

porting. There are many things members can contribute to helping the chapter

earn points.

Members and member companies who participate or perform the following ac-

tivities can earn points for our Chapter:

• Speaking engagements inside or outside your organization

• Receive a Quality Assessment for your audit shop

• Participate in a QAR quality review team (IIA and non-IIA sponsored)

• Published articles

• Junior Achievement Volunteer hours

• …and many more programs.

If you have participated in any of these programs, please contact Cathy

Criswell or any club officer to earn achievement points for the chapter and con-

tinue our tradition of excellence.

Highlights

Did You Know Internal Auditor Magazine Is Free to all IIA

Members?

As the leading resource covering the profession, Internal

Auditor magazine delivers diverse and dynamic content.

The award-winning articles, blogs, and videos are au-

thored and reviewed by experts in the field, and can be

enjoyed in print, online, or mobile devices.

Tap into The IIA’s top member benefit now.

Auditing Third Party Risk Management February 19, 2019 | 1:00-2:00 p.m. ET | 1 CPE

This webinar will assist internal auditors in becoming better informed and educated on risks related to third-party

providers and how their organization manages them. Risks across the full vendor life cycle will be discussed,

including the appropriate sourcing, ongoing management, and termination of vendors. This webinar will also ex-

plore risks resulting from the types of services being provided and the sensitivity of data being shared. Finally,

we will discuss considerations for planning and executing third-party risk audits appropriate to the size, scale,

and risks facing an organization. Learn more.

Learning Objectives:

• Learn about key roles, responsibilities, and risks involved in managing third-party providers.

• Learn how to design a third-party risk audit coverage approach.

• Get tips on how to approach assessing third-party risk management activities across the business, over-

sight, and control functions.

Webinars

Contact any Officer or Board member for more information on ways you can help give back with the Tulsa

Chapter.

Volunteers

Welcome Deni Bougher BOK Financial

Lyle Matthews BOK Financial

Brandon McKee Cherokee Nation Gaming Commission

Linda Colmenares CommunityCare HMO, Inc.

Sarah Schultz CommunityCare HMO, Inc.

Jordan Kelly Muscogee (Creek) Nation

Jamie Simons Oklahoma State Board of Regents

Scott Roberts ONEOK, Inc.

IIA Early Birds

Introduction to Human-Centered Design

When: Wednesday February 20, 2019; food served at 7:00am; presentation 7:30-9:30am

Where: Tulsa Country Club

CPE hours: 2

Cost: $40 – includes breakfast and COFFEE

Facilitators: Lydia Musick and Cathy Criswell

Register online by Friday, February 15 at: http://www.eiseverywhere.com/389378

Learning Objective:

This training is designed to introduce new ideas for improving audit recommendations. The basic theo-ry behind human-centered design, as it applies to audits, is the better you know the people who carry out business processes, the more likely it is your recommendation will be successfully implemented.

For additional information, contact [email protected].

Birds

If your company has job openings and would like to publish on our IIA Chapter Careers webpage, please send information to

Shannon Lofthus ([email protected]) and Kristy Hancock ([email protected]).

Please include the following on a single page:

Company logo, brief position description, qualifications and responsibilities, and contact information

Company Position

1. Magellan Midstream Partners IT Audit Specialist

2. Magellan Midstream Partners Audit Services Manager

3. ONEOK, Inc. Auditor

4. Stinnett & Associates Associate

5. Stinnett & Associates IT Auditor

** Denotes new position listing since last newsletter.

Opportunities

Please join us in congratulating the following individual on their recent certification:

Kendra Allen Certified Internal Auditor (CIA)

Douglas Sutterfield Certified Internal Auditor (CIA)

Corner

Tulsa Chapter 2018 - 2019 Officers, Committee Chairs, and Governors Officers and Committee Chairs

Position Name Phone Email

President Matthew Barth 918-227-8206 [email protected]

Advocacy Matthew Barth 918-227-8206 [email protected]

ACL User Group Kerri Surdahl 918-661-7444 [email protected]

Bylaws Michelle Minton 918-524-8361 [email protected]

CAP/Long-Range Planning Matthew Barth 918-227-8206 [email protected]

Certification Shannon Lofthus 918-281-8453 [email protected]

Chapter Specialty Centers Matthew Barth 918-227-8206 [email protected]

Research Jim Sleezer 918-853-5114 [email protected]

1st Vice President Robyn Cannon 918-748-4112 [email protected]

Programs Committee Chair Robyn Cannon 918-748-4112 [email protected]

Programs Committee Member Cathy Criswell 918-596-7505 [email protected]

Programs Committee Member Jim Sleezer 918-853-5114 [email protected]

Programs Committee Member Sarah Kuhn 918-661-4590 [email protected]

Programs Committee Arrangements Vicki Peters 918-596-7528 [email protected]

Newsletter/Publicity/Placement Shannon Lofthus 918-281-8453 [email protected]

Webmaster/Website Kristy Hancock 918-697-3449 [email protected]

2nd Vice President Sarah Kuhn 918-661-4590 [email protected]

Admission & Membership Sarah Kuhn 918-661-4590 [email protected]

Community Relations Jeanette Franco 918-588-7498 [email protected]

Hospitality Robyn Cannon 918-748-4112 [email protected]

Treasurer Emily Marang 918-728-8756 [email protected]

Budget & Finance Emily Marang 918-728-8756 [email protected]

Attendance Leslie Clarke 918-606-1153 [email protected]

Attendance Brittanny Slusher 918-921-3062 [email protected]

Secretary Tolu Ogunseye 918-588-7480 [email protected]

Historian Vicki Peters 918-596-7528 [email protected]

Academic Relations & Scholarship Sarah Kuhn 918-661-4590 [email protected]

Academic Relations & Scholarship Emily Marang 918-728-8756 [email protected]

Awards Cathy Criswell 918-596-7505 [email protected]

Appointed by Board of Governors

Audit Committee Brian Wandel [email protected]

Nominating Cathy Criswell 918-596-7505 [email protected]

Governors

Term Expiration Name Phone Email

May-21 Terry Cloud 918-586-4708 [email protected]

May-21 Michelle Minton 918-524-8361 [email protected]

May-21 Mo O’Connor 918-477-4447 [email protected]

May-21 Marnie Padilla 918-261-3224 [email protected]

May-20 Dustin Dye 918-384-6729 [email protected]

May-20 Hannah Hallock 918-661-1787 [email protected]

May-20 David Hurd 918-740-5740 [email protected]

May-20 Debbie King 918-732-1386 [email protected]

May-19 Chris Carter 918-236-4797 [email protected]

May-19 Ronny Johnson 918-740-6777 [email protected]

May-19 Becky Keesling 918-921-3057 [email protected]

May-19 David Kinkaid 918-607-0405 [email protected]

Past Presidents

Past President 1 Cathy Criswell 918-596-7505 [email protected]

Past President 2 Jami Shine 918-615-7929 [email protected]