The Dallas Chapter of the Institute of Internal Auditors

2004 - 2005
Monthly Meeting Calendar
Updated 2/21/05

Thursday, August 12, 2004		Sarbanes-Oxley
LOCATION UTD Conference Center	PRE-MEETING SOX Gaps, Remediation and Retesting Julie Winger, Deloitte & Touche LLP	LUNCH PROGRAM Section 302 and 404 Compliance - Now and Going Forward Jim DeLoach & Scott Graham, Protiviti	POST-MEETING Panel on Sarbanes-Oxley Compliance Jim DeLoach, Protiviti; Scott Graham, Protiviti; Stacey Hamaker, Shamrock Technologies; Sherri Durst, 7-11
Thursday, September 2, 2004		Soft Skills
LOCATION CityPlace Conference Center	PRE-MEETING Making Meetings Work Scott Harris, Growthmasters	LUNCH PROGRAM Emotional Intelligence Scott Harris, Growthmasters	POST-MEETING Personality Profiles Donna Kirby
Thursday, October 7, 2004		Publicity
LOCATION CityPlace Conference Center	PRE-MEETING Back To Basics JeffersonWells	LUNCH PROGRAM When Bad News Happens to Good Companies Jeff Crilley	POST-MEETING Key Controls: The Next Sarbanes-Oxley Challenge Brad Vorhies, Author
Tuesday, November 16, 2004		Accounting Issues (Joint Meeting with AGA)
LOCATION CityPlace Conference Center	PRE-MEETING Internal Auditing of Sales and Use Tax Terrell Davis Davis & Davis	LUNCH PROGRAM Financial/ Accounting Related Topic Southwest Airlines Executive TBA	POST-MEETING Financial/ Accounting Related Topic Grant Thornton Executive TBA
Wednesday, December 1, 2004		Personal Brand
LOCATION UTD	PRE-MEETING N/A	EVENING PROGRAM The 16th Minute Doug Caldwell (This is a special Social and Networking Event; It will be 1 CPE)	POST-MEETING N/A
Thursday, January 13, 2005		Information Technology (Joint Meeting with *NT-ISACA*)
LOCATION CityPlace Conference Center	PRE-MEETINGS Internal Audit and Business Continuity Planning Dan Bailey Protiviti Focus Group on XBRL Glen Gray, California State University	LUNCH PROGRAM White Collar Cybercrimes Mark Loveless BlindView	POST-MEETING Changing Internal Audit Practices in the New Paradigm: The S/OX Environment Glen Gray, California State University
Tuesday, February 8, 2005		Student Day (Joint Meeting with Fort Worth IIA)
LOCATION CityPlace Conference Center	PRE-MEETING Topic TBA Stacey Hamaker, Shamrock Technologies	LUNCH PROGRAM Audit Sampling Don Hanks, Protiviti	POST-MEETINGS Cost Segregation Studies Brook Fowler, UHY Annual Student Forum
Thursday, March 3, 2005		Fraud (Joint Meeting with Dallas ACFE)
LOCATION CityPlace Conference Center	PRE-MEETING Fraud: Internal Audit & Investigations A Case Study Bert Lacativo, Dispute Analysis and Investigations	LUNCH PROGRAM Fraud: Follow the Money Michael D. Lacenski, Internal Revenue Service	POST-MEETING Is Your SAS 70 Worth its Weight in Paper? Randy Gregg, Grant Thornton
Thursday, April 7, 2005		Economic Development
LOCATION CityPlace Conference Center	PRE-MEETING Smart Auditors Finish Rich – adapted from Smart Couples Finish Rich Jeff McNaughton, Axa Advisors	LUNCH PROGRAM The New Texas Two-Step: In Line with the Nation Mine Yücel, Vice President and Senior Economist for Federal Reserve Bank of Dallas	POST-MEETING BAM! Kick Up Your Career a Notch PenniMarie Sprague, Dickson Allan
Thursday, May 5, 2005		SOX, Now What?
LOCATION CityPlace Conference Center	PRE-MEETING SOX Roundtable Panel of CAE's	LUNCH PROGRAM Beyond 404 Debbie McKibben, PWC	POST-MEETING Join us for Dessert End of Year Social Event