February Meeting
Thursday the 2^nd
CityPlace Conference Center

The Intelligent Real-Time Enterprise

Phil Samson, PricewaterhouseCoopers LLP, Principal

What can I do to meet all my objectives in audit and control in a more efficient and effective way? How do you take your Company’s pulse? We challenge others in our organization to do this very thing. What about us? How do you keep up with information overload? How do you do more with less? Learn about new technology innovations and tools and ways that they can assist you in meeting these goals. Our speaker will be linking observations from the latest PwC Technology Forecast, "The Intelligent Real-Time Enterprise", with potential effect on how Internal Audit departments monitor and assess the organization's controls health.

Phil Samson is a principal in PricewaterhouseCoopers' Systems and Process Assurance practice with over 20 years of IT controls and Internal Audit experience. In his 16 years with PwC, he has established IT Audit functions at a multi-billion dollar outsourcer and one of the largest PC manufacturing companies, led the IT Audit functions at several publicly-held companies, provided co-sourcing IT Audit services to Internal Audit departments, and assisted Internal Audit departments with Sarbanes-Oxley readiness and maintenance. He has worked with a variety of his clients' Internal Audit departments where leading practices in monitoring and assessing controls using technology are an everyday practice.

Prior to joining PwC, Phil spent four years as an IT Auditor at a large Dallas-based retailer where he developed controls monitoring software for their Loss Prevention, Internal Audit and business operations organizations. Phil received his BBA degree in Business Analysis and Research from Texas A&M University. He became a Certified Information Systems Auditor in 1990.

The Latest in Audit Software and Data Mining-
Role of Technology in Improving Audit Effectiveness
Joe Clooney, KPMG, Internal Audit Director
Carolyn Newman, Auditmation Services (IDEA), President
TBD, ACL
Moderator: Mark Salamasick, Director of Internal Audit, UTD

Now is your chance to find out what are the latest and greatest techniques in audit software solutions. The panel will discuss issues facing internal audit and how technology can play a role to maximize effectiveness. Panelist will share ideas and approaches that all can use in reducing audit cycles, improving productivity, and reducing compliance costs. Panelist will leave you with tips on developing a strategic role in implementing audit software

Internal and External Creative Co-Sourcing
David Bowman, Director IT & Financial Audits, Textron, Inc.
Carla Cashio, Senior Manager, ERM/Strategic Development, Textron, Inc.
Warren Stoker, Director Compliance, Textron, Inc.

Have you ever been short on resources? Have you ever wondered how you were going to audit a specific area without any expertise on staff? How can I get quick resources for our international jobs? Internal Audit is providing expanded risk and control services over many areas and at times with fewer resources. Our panel will offer up some creative solutions on how they are handling these same issues. The panel will also facilitate discussion from other industry participants on evolving practices.

David Bowman, CPA, CISA, - Textron, Inc. in Fort Worth. David has over 10 years in information systems, financial and audit experience. He was formerly with PwC in their Global Risk Management practice and is currently responsible for the providing IT and financial audit and controls services for a global, $11B multi-industry company. David represents Textron Audit Services on the Textron’s Information Management Council.

Carla Cashio, MBA, CIA, CCSA, - Textron, Inc. in Fort Worth. Carla has over 20 years experience in providing enterprise risk and controls services. She was formerly with Deloitte in their Enterprise Risk Service Practice and is currently responsible for providing global enterprise risk services. Carla has recently designed an Operational Auditing Methodology and CSA Framework for Textron utilizing Textron’s Six Sigma Methodology.

Warren Stoker, MBA, CPA, - Textron, Inc. in Fort Worth. Warren has over 15 years in providing risk and control services. He was formerly with KPMG Peat Marwick in their Assurance Practice and is currently responsible for providing global government compliance services. Warren represents Textron Audit Services as the Government Compliance liaison.