December 2001
Thursday, December 13, 2001
CityPlace Conference Center
Inside Edition
Lunch Meeting 12:00pm
Registration begins at 11:30am
Ethical Considerations for a Successful Personal Life and
Professional Career
Presented by Dr. Ray Clay, University of North Texas
A thought provoking presentation on a subject that is rarely considered in the context
presented here. This is not a dialogue of formal rules and regulations that govern the
internal auditing profession. Rather, the presentation examines the basic principles of
ethics, which we all know quite well, but often times fail to apply in our personal and
professional lives. As the pressures related to career paths and personal accomplishments
mount, we tend to abandon the traits that are basic to success. This presentation is
designed to help professionals re-identify those traits and allow them the opportunity to
reexamine their priorities regarding their actions and beliefs.
 Dr. Clay currently
holds the Internal Audit Professorship at the University of North Texas. Prior to joining
the faculty at North Texas, he spent three years as Director of Professional Development
for Union Pacific Corporation. Dr. Clay received his Bachelors and Masters degrees from
Northern Illinois University and his Doctorate degree from the University of Kentucky. He
has held faculty positions with Indiana State University and Texas Tech University and
spent time on the audit staff of Price Waterhouse & Co. in their Chicago office.
Dr. Clay has held significant committee appointments with the American Accounting
Association, American Institute of Certified Public Accountants, and the Institute of
Internal Auditors. He is the author of five books, twelve continuing professional
education courses, and numerous articles appearing in professional journals. Dr. Clay
serves as a consultant for several firms and has twice been named the Outstanding
Continuing Education Discussion Leader by the AICPA and three times by the Texas Society
of CPAs. He also received the 1999 Leon Radde Educator of the Year Award from the
Institute of Internal Auditors, and was named Outstanding Accounting Educator by the Texas
Society of CPAs in October 2000.
Make your Reservation
Pre-Meeting 10:30am
International Award Winning Research Project
Sharon Beard & Vanessa Dennis, JCPenney
Co Chairs, Dallas Chapter Research Committee, 2000-2001
Our chapter's submission titled Benefits of an IIA Endowed Program
was selected by the IIA's Board of Research Advisors as their 1st
Place winner of the Donald E. Ricketts Chapter Research Award
for the 2000-2001 competition. This presentation will provide highlights from this paper
and will allow the researchers to give you insight into the important program which our
IIA chapter established to benefit future Internal Audit professionals.
Benefits of an IIA Endowed Program is available to download
in PDF format, and you are encouraged to bring a copy to the pre-meeting. It can be viewed
with Acrobat® Reader™, which is available free from Adobe.com.
2000-2001 Research Committee Members:
Sharon Beard, CPA - Sharon is currently an Assistant Treasurer. Last
year was Sharon’s first year to Co-Chair and serve on the committee. Sharon is a
Project Manager in JCPenney’s Internal Audit Department focusing on Catalog,
Logistics, Internet, and Furniture. She has a total of 7 years of audit experience, which
further includes Store Operational/Compliance auditing for the Northeastern United States
and Real Estate/Construction auditing. Sharon has a BS degree in Accounting and Business
Administration from The College of Charleston in Charleston, SC. In addition to her work
on the Research Committee, Sharon also served as Co-Chair of the 1999/2000 Reservations
Committee.
Vanessa Dennis, CPA - Last year was Vanessa’s first year to
Co-Chair and serve on the committee. Vanessa is a Project Manager in JCPenney’s
Internal Audit Department focusing on Catalog, Logistics, Internet, and Furniture. Vanessa
has a BA degree in Business Administration with a concentration in Accounting from Texas
Tech University and an MS degree in Accounting with a concentration in Auditing from the
University of North Texas.
Stan Ellis, CPA, CFE - This past year was Stan’s first year on
the Research Committee. Currently, he is the Assistant Audit Manager for Texas Lottery
Commission, Charitable Bingo Division, Dallas Regional Office. Stan earned his BBA degree
in Accounting from the University of Texas at Arlington.
Tarazeta Huntley, CIA, CISA - Tarazeta is currently the Chair of the
Academic Committee. Last year was Tarazeta's second year on the Research Committee and
membership in the Chapter. Currently, she is a Program Director for Citigroup with audit
planing responsibilities for portions of the North America Consumer Lending Group for the
Audit and Risk Review Unit.
Mike Kennedy, CIA - Mike is currently serving as an Assistant
Treasurer. Last year was Mike’s first year as a member of the Research Committee.
Mike is Senior Project Manager in JCPenney’s Internal Audit Department focusing on
Catalog, Logistics, Internet, and Furniture. Mike earned his BA degree in Economics from
Queens College, C.U.N.Y. and MS in Management and Administrative Sciences from the
University of Texas at Dallas
Steve Lantrip, CISA - Steve has been a member of the Research
Committee since 1995. He has over twenty-five years of diversified audit experience.
Currently, he is a Senior Auditor for the Army Air Force Exchange Service and performs
worldwide audits, with particular focus on advanced information technology (IT) audits.
Steve has his BBA degree from The University of Texas at Austin. He helped start the North
Texas Chapter of the EDPAA, which is now the Information Systems Audit and Control
Association and is a current member of The Institute of Internal Auditors.
This makes two years in a row the Dallas Chapter has distinguished itself
in this area, as the 1999-2000 competition was also won by the Dallas Chapter with the
submission titled Audit Department
Management. (PDF, 861 KB)
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Post Meeting 1:30pm
The Road to Performance Metrics
Pamela Krakosky of Pricewaterhouse Coopers
How do you know if you are measuring up to the expectations of your stakeholders? Many
internal audit departments have yet to define their performance metrics. Or if they have
their metrics established, the value drivers may not be aligned with the expectations of
the stakeholders. In this session, you will learn how to align the stakeholders objectives
and risk management priorities to the internal audit strategic plan and ultimately to the
internal audit performance metrics. This framework will help you to drive value for
internal audit.
Pamela Krakosky is a Senior Manager for the Global Risk Management
Solutions Practice at PricewaterhouseCoopers and has over 16 years of industry and client
service experience, including 12 years of internal audit experience. Pamela joined
PricewaterhouseCoopers to manage all aspects of internal audit engagements for
multi-billion dollar clients and Fortune 500 companies. She has extensive experience in
performing risk assessments and rendering internal audit consulting services. In addition,
she has been involved with several companies to improve their business processes by
understanding emerging risk management concepts and control models.
Prior to joining PricewaterhouseCoopers, Pamela was the Director of Internal Audit of a
billion-dollar international company. In this role, Pamela was responsible for supporting
the accomplishment of strategic objectives and helping ensure that established financial,
operational and compliance practices were adequate and operating effectively within the
company. As a strong relationship builder, Pamela was able to proactively identify
opportunities or problems and facilitate understanding and solution development.
Make your Reservation
All Meetings are at CityPlace Conference Center, 2711 North
Haskell at Central Expressway in Dallas.
 
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