The Dallas Chapter of the Institute of Internal Auditors

DUE TO CAPACITY ISSUES THIS MONTH, NO WALK-INS WILL BE ACCEPTED

February Meeting
Thursday the 5th
Cityplace Conference Center

Dallas IIA 60th Anniversary
& Academic Relations Month

Meeting 12:00pm - 1:30pm
Registration begins at 11:30pm

The Global Internal Audit Profession
Patricia K. Miller - Partner, Enterprise Risk Services; Chairman, IIA Board of Directors

As Chairman of the IIA, Patty Miller visits chapters and Institutes around the world and has gained a perspective of how internal audit is practiced globally. She will set the stage for our discussion with the strategic plan of the IIA, describing where the IIA believes our profession is headed, and then share her thoughts on the growing expectations for internal auditing. She will discuss the implications of the recent financial services crisis and slowdown in the economy to internal audit, and share her views on ways internal audit can step up to help our organizations in this time of increasing risk.

Patty Miller is an experienced internal audit partner in the Northern California Enterprise Risk Services (ERS) practice of Deloitte & Touche. During her career with Deloitte & Touche, she has provided a broad array of services to clients including business and audit risk and control evaluations, operational and information systems control evaluations, and Sarbanes-Oxley readiness services. Patty has worked with large and small public clients, in a variety of industries including Consumer Business, Technology, and Life Sciences.

Patty joined the Deloitte & Touche ERS practice in 1997, following a 14-year career with Pacific Telesis and Pacific Bell where she held numerous management positions in diverse areas including internal audit, billing systems, financial management and planning, process design and engineering, project and program management, and merger planning and integration.

Patty has been an active member of the Institute of Internal Auditors (IIA) for over twenty years, currently serving as Chairman of the Board of Directors for the global organization. She has been a member of the Executive Committee of the Board of Directors for five years, serving in the roles of Senior Vice Chairman, as well as Vice Chairman – Professional Practices, where she oversaw the development of IIA Standards, guidance and quality assessment; and in the role of Vice Chairman – Professional Services, overseeing relationships with the global and North American affiliates, as well as academic and government auditor relations. She is also a past Vice Chair of the Standards Board and member of the Board of Regents, and she served a term as President of the San Francisco Chapter of the IIA. Patty is a frequent speaker at the local and global level on internal audit, governance and control topics, and has co-authored research projects and articles for the Internal Auditor magazine.

Education
B.S., University of South Dakota
M.B.A., University of Nebraska

Certifications
Certified Public Accountant (California and Nevada)
Certified Internal Auditor
Certified Information Systems Auditor

1 Hour Continuing Education

Make your Reservation On line!

Core Audit Skills Track (CAST)
The Dallas IIA is launching an exciting new initiative that will focus on critical skills necessary for all auditors to master and comprehend in order to succeed in the practice of internal auditing. Subject matter experts will present topics such as: the professional standards, building the audit report, closing conference strategies, audit evidence, etc. The program will present a new topic every month as a separate track pre-meeting lasting for approximately two years. Those who attend a majority of the sessions will get special recognition.

CAST Meeting 10:30am - 11:30am
Registration begins at 10:00am

Opening and Closing Meeting Strategies
Chris Desjardins - Board of Governor Dallas IIA; Director of Audit and Consulting Services, Essilor of America

Chris Desjardins will continue the Core Audit Skills Track by presenting strategies for opening and closing meetings. This session will discuss the various elements that need consideration in order to conduct successful opening conferences and closing meetings.

The presentation will address the following topics:

Objectives: Keeping the end results in mind
Attendees: Who should be there - why and why not
Agenda: The elements of the discussion
Planning: Thinking through various scenarios
Details: The little things make a big difference

Please come prepared to share your thoughts and experiences.

Chris Desjardins is the Director of Audit and Consulting Services for Essilor of America. Hired in 1999 for his current position, he was tasked with establishing the internal audit effort for North America. He has more than twenty years of experience in internal audit and operational experience. A graduate of Pace University, he entered the workforce as an internal auditor. He remained in the internal audit profession for most of his career, working for a variety of consumer product, financial services and manufacturing companies. Mr. Desjardins resides in Frisco with his wife and child.

1 Hour Continuing Education

Make your Reservation On line!

Pre-Meeting 10:30am - 12:00pm
Registration begins at 10:00am

10:30 - 11:00
The 411 on Job Search 101:
When your 401k should call 911
Doug Hall - Managing Partner, Financial Additions

For the past year, according to the National Bureau of Economic Research, we have been experiencing a national economic recession. In order to respond to the resulting challenge of finding the perfect position in such a tight market, job seekers must sharpen both their search and interview skills. This presentation will cover the arts of resume preparation and job interviewing, as well as some helpful suggestions for self-marketing in this challenging environment.

Fortunately, accountants and auditors will find their unique skills still in demand as companies struggle with forecasting, cost control, and governmental compliance, although the number of available positions will most likely decrease. The topic will be geared to meet the needs of entry level to experienced job seekers and will allow them to take their raw audit and accounting skills and translate them into written and verbal forms desgined to impress future employers.

Doug Hall has over fourteen years of experience in recruiting in the accounting and finance arena. He started his recruiting career at a national financial search firm and was promoted to senior manager of the Dallas branch, where he received the National Trainer Sales Award. Prior to working in the recruiting field, Doug worked in the investment and mortgage banking industry as a Senior Financial Analyst. His current and previous clients include Fortune 500 companies such as Sprint, Fedex Kinkos, Dr Pepper/7-UP, Venture Capital funded start-ups, Big 4, and regional accounting firms. He has provided training for numerous accounting and finance departments in the areas of outplacement issues, employment market conditions, and salary review.

Doug has a Master of Business Administration from Millsaps College; a Bachelor of Business Administration in Finance from Abilene Christian University, and is a member of the American Staffing Association, the National Association of Personnel Consultants and the Metroplex Association of Personnel Associates. He is a former member of the ACU Alumni Board.

For over a decade Financial Additions has been a financial placement and staffing leader in the Dallas/Fort Worth area. Recently Financial Additions expanded into 3 offices that include San Diego, Los Angeles and Dallas.

11:00am - 12:00pm
Speed Interviewing

In commemoration of Academic Relations Month, this portion of the meeting invites students to interview with several area CAEs and Senior Managers. At the end of the session, the CAEs and Senior Managers will provide feedback to students on their interviews. This event has been greeted with much anticipation by students in years past and we are looking forward to a successful event this year as well. Below is a list of audit executives who will be participating as an interviewer:

Lori Rainwater - Vice President, Internal Audit, Southwest Airlines
Susan Sieker - Vice President, Business Assurance, Brinker International
Dennis McGuffie - Vice President, Audit Services, Tenet Health System
Denny Beran - Sr. Vice President/Director of Auditing, JCPenney
Melody Watson - Sr. Manager, AC Lordi
Steve McDowell - Vice President of Internal Audit, Dean Foods
Bernardo Aguayo - Director of Audit Services, Dean Foods
Ray Lindsay - Director, Corporate Internal Audit, NEC America

1 Hour Continuing Education

Make your Reservation On line!

Post-Meeting I 1:30pm - 2:30pm

Tom Leppert
Mayor, City of Dallas

Tom Leppert was elected mayor of Dallas in June 2007. Prior to his election, Mayor Leppert was recognized as both a Dallas business and community leader.

Mayor Leppert has led major corporations in the areas of construction, financial services and real estate. He also served as a White House fellow in both the Treasury Department and in the White House.

A lifelong community volunteer, he has served numerous community groups and charitable organizations on both the local and national levels.

During his tenure, the City has aggressively addressed Public Safety, Economic Development and the Environment. In Addition, he has pioneered a number of innovative programs in Education, a passion of his.

Mayor Leppert holds an M.B.A. with Distinction from Harvard Business School and graduated cum laude from Claremont McKenna College in California where he served as student body president.

In 2006, Tom received the Global Cross Millennium Award for Corporate Environmental Leadership from Global Green USA and the Torch of Conscience Award from the American Jewish Congress.
He and his wife Laura live in Dallas and have a son Christian and twins, Catherine and Ryan. They are members of Park Cities Baptist Church.

1 Hour Continuing Education

Make your Reservation On line!

Post-Meeting II 2:45pm - 3:45pm

Internal Auditing-Recounting the Past/Rehearsing the Future
Howard J. Johnson - Former Dallas IIA Chapter President &
Former IIA Chairman of the Board

Below are the areas that Howard will cover during his presentation:

Items of focus to successfully lead an internal audit staff these days; the emphasis will be around providing exceptional customer service to your audit clients
How to have truly meaningful interaction with the Audit Committee
Thoughts on significant changes in the internal audit profession the past couple decades
“Reminiscents” and thoughts about the Dallas Chapter and the impact it has had on the Institute of Internal Auditors; the Dallas Chapter ought to be mighty proud!

Experience

Lowe’s Companies, Inc. 2003 to 2006, VP of Internal Audit
JCPenney Company 1974 to 2003, Internal Audit, the last 10 years as SVP on Internal Audit
State of Wisconsin 1971to 1974, Governor’s office, auditing federal revenue sharing grants
McGladrey, Hansen, Dunn & Co 1969, staff accountant

Education and Certifications