Academic Relations Month
Meeting 12:00pm - 1:30pm
Registration begins at 11:30pm
Emerging Trends of the Internal Audit Profession
Paul Sobel, Vice Chairman of the Board – Research; President of IIARF;
Vice President of Internal Audit, Mirant Corporation
Objectives: Over the last 18 months we’ve seen
unprecedented challenges and changes in the business world. Not
surprisingly, the events leading to these turbulent times have also
caused shifts in the direction of internal auditing. In this
presentation, Paul Sobel discusses the state of the profession and
where it is going in the coming years. Using recent surveys, as well
as his own experience as a Chief Audit Executive and IIA leader, he
provides insights into the challenges internal auditors currently
face, the changes that will be taking place in the profession, and
how current and future internal auditors can prepare to succeed in
this evolving environment.
 Paul Sobel is Vice President, Internal Audit for Mirant
Corporation, an energy company based in Atlanta that operates power
plants in five states. He is responsible for directing the worldwide
internal audit activities and developing and implementing risk
assessment and ERM methodologies. In addition to reporting to Mirant’s
Audit Committee and Nominating & Governance Committee, he sits on the
company’s Risk Oversight, IT Steering, Disclosure and Sarbanes-Oxley
Steering Committees.
Prior to joining Mirant, Mr. Sobel was Vice President, Risk
Assessment at Aquila, Inc., in Kansas City, with similar
responsibilities. Before joining Aquila, Paul was a Senior Manager in
Arthur Andersen’s Business Risk Consulting practice, with focus on risk
assessments and internal audit co-sourcing arrangements. His career has
also included positions as Audit Director with Harcourt General in
Orlando, responsible for the Harcourt Brace publishing and insurance
operations; International Audit Manager for PepsiCo, based out of
Purchase, NY, responsible for audits of the international soft drink,
snack food and restaurant operations; and Experienced Manager with
Arthur Andersen in St. Louis, responsible for financial and information
systems audits.
Paul is a CIA and CPA. He is a frequent speaker on governance, ERM
and internal audit topics at IIA and other conferences, and achieved
Distinguished Faculty honors as an instructor of IIA seminars. He has
published a book titled Auditor’s Risk Management Guide: Integrating
Auditing and ERM. In addition, he co-authored the textbook titled
Internal Auditing: Assurance and Consulting Services, which is sponsored
by the IIA’s Research Foundation. Finally, he has been recognized for
articles published in Internal Auditor magazine (The IIA) and Management
Accounting Quarterly (Institute of Management Accountants).
Paul has been an active volunteer in the profession. He currently
serves on the IIA Board of Directors, and is President of the IIA
Research Foundation. In the past he has served on the North American
Board, the Strategic Planning Task Force, the IIA Research Foundation
Board as a Trustee, and has served as the Midwest Region Representative
and Midwest District One Representative. He currently serves on the
Atlanta Chapter Board of Governors and has agreed to be the Program
Chair for the IIA’s 2010 International Conference, which will be held in
Atlanta. Previously, he served as President of the Kansas City Chapter,
and was on the Board of Governors in the Kansas City and Central Florida
Chapters. He has also been appointed to the Standing Advisory Group of
the PCAOB. He is a graduate of Washington University in St. Louis.
1 Hour Continuing Education
Make your Reservation On line!
CAST Meeting 10:30am - 11:30am
Registration begins at 10:00am
Negotiating Skills
Steve McLaurin, Managing Partner, SolomonEdwardsGroup
Objectives: In today’s market, how should you
approach negotiating? Do you have the better position or does your
employer, client or customer? Do the market conditions really
dictate whether you should negotiate, or just how you should
approach negotiations? To some individuals, negotiation skills come
very naturally; to others, it becomes very uncomfortable to
negotiate. The key to negotiation is to understand your Best
Negotiated Alternative (BNA). You have to know where the value
resides for both parties and position that value to your best
advantage. With that said, good negotiations should leave both
parties feeling that they received mutual results.
 Steve McLaurin is the Managing Partner for SolomonEdwardsGroup
in DFW. SolomonEdwardsGroup (SEG) is a Services Firm solving the
shifting needs of the CFO and CIO organizations and its professionals.
SEG delivers talent, perspective, and action in the critical areas of
accounting operations, resource management, business performance,
information technology, and risk and regulations. Steve McLaurin has
over 20 years experience working with both CFOs and CIOs from middle
market to Fortune 100 companies.
Steve’s areas of expertise include financial talent acquisition,
accounting, auditing, information technology risk management, SOX, ERP,
and financial reporting system implementations. In these roles, Steve
has managed and implemented a variety of solutions.
Steve began his public accounting career with Coopers & Lybrand after
two years as a systems analyst with General Dynamics. He became a
partner in 1998 with the PricewaterhouseCooper LLP (PwC) assurance
practice where he focused on auditing and information technology risk
management. Steve transferred to the PwC Consulting practice and,
following IBM’s purchase of PwC Consulting, he became an executive with
the IBM BCS Financial Management practice. Steve has been recognized for
his accomplishments by the Business Press in its "40 Under 40" listing
and by Texas Business as one of its "Lone Stars." He is also a member of
Leadership Fort Worth.
Steve received his bachelor’s degree in computer science from Evangel
University in Springfield, Missouri, where he also served as an adjunct
Professor of Accounting Information Systems. In 2001, he was recognized
as “Outstanding Young Alumnus” by Evangel University. He is also a
Certified Information Systems Auditor (CISA).
1 Hour Continuing Education
Make your Reservation On line!
Pre-Meeting 10:30am - 11:30am
Registration begins at 10:00am
Networking: It Isn't What You Know But Who You Know
Helen Dickey, Healthcare 180°, HDMG
Objectives:
This presentation is not exclusively for folks in transition.
Networking is a topic that is applicable whether you are currently
employed or not. Why? Because strong networking is essential to your
survival in today’s work environment and hence is critical to your
professional success. Networking is about building solid relationships
through effective networking; it will pay off in many ways, from making
new acquaintances, generating new business, and finding your next job.
Learn how to effectively network and build solid relationships, and then
watch your professional success grow.
 Helen Dickey has extensive experience in the professional
services and financial institutions industries. Currently, she is
involved in the start-up of two new firms in DFW: Healthcare 180°,
providing finance/accounting and risk and control services in the
healthcare and insurance industries, and HDMG, focused on internal audit
services.
Over the past 12 years, Helen was an executive for a major
professional services firm where her responsibilities included strategy
development, sales and marketing management, financial control, delivery
oversight, and people management. She also worked in the financial
institutions industry for 12 years both in accounting and internal
audit. She served as a trusted advisor to management and was responsible
for leading and directing internal audits. In addition, she worked for
Coopers & Lybrand as well as Peat Marwick Mitchell performing external
audits, mainly in the financial institutions industry.
Helen graduated from the University of Texas in Austin and is a
Certified Public Accountant and a Certified Information Systems Auditor.
She has served on the Board of Governors for the Dallas Chapter of the
Institute of Internal Auditors since 2004.
1 Hour Continuing Education
Make your Reservation On line!
Post-Meeting I 1:30pm - 2:30pm
Job Skills for the Changing Internal Audit Profession
Paul Sobel, Vice Chairman of the Board – Research; President of IIARF;
Vice President of Internal Audit, Mirant Corporation
Objectives: Paul will lead an interactive session
with some of the leading research on skills that make a successful
auditor in today’s dynamic environment. Many companies along with
their audit groups have gone through significant change during the
past year and may need to retool to meet the challenges in the
future. This session will probe into those areas which audit groups
can provide the most significant value added services. Since
students will be in a networking event, this session is meant for
experienced auditors of all levels, including CAE’s.
See Paul's bio above
1 Hour Continuing Education
Make your Reservation On line!
Post-Meeting II 1:30pm - 2:30pm
Speed Interviewing
Objectives: In commemoration of Academic Relations Month, this portion of the
meeting invites students to interview with several area Chief Audit
Executives (CAEs) and Senior Managers. At the end of the session, the
CAEs and Senior Managers will provide interview feedback to students.
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 ‘speed
interviewers’:
- Amy LaBarge, Director of Audit, Parkland Health & Hospital System
- Anke Eckardt, Area Director Group Internal Audit NAM, Lehigh Hanson/HeidelbergCement
- Catherine Eden, Chief Audit Executive, T Bank NA
- Chris Linsteadt, Assistant Director of Internal Auditing Education,
UTD
- Daniel Goldberg, Director of SOX Compliance, Dr. Pepper Snapple Group
- David Williams, Associate Audit Director, JCPenney Company Inc.
- Eric Atwood, Director of Internal Audit, Blockbuster Inc.
- Gary Pankake, Assistant Director of Internal Audit, UNT
- Gill Goodson, Director of Internal Audit, Southwest Securities, Inc.
- Gina Moore, Audit Manager, VHA
- Glenn Onstad, Senior Vice President, Risk and Compliance, Bank of
America
- Keith Brazile, Director of Internal Audit, Belo Corporation
- Lee Gramly, Audit Manager, JCPenney Company Inc.
- Leonard Amaya, Chief Internal Auditor, Broadview Security
- Lori Rainwater, Vice President of Internal Audit, Southwest Airlines
- Pablo DeArkos, Internal Audit Manager, Southwest Securities Inc.
- Prashant Karanam, Manager of Advisory Services, Ernst & Young
- Randy Watterworth, Director, Risk Advisory Services, Jefferson Wells
- Robert Alexander, President, Strategic Controls Solutions, LLC.
- Robert Rubel, Director of Internal Audit, UT Southwestern Medical
Center
- Robert Wakefield, Director of Internal Audit, INX Inc.
- Sheri P. Kowalski, Director of Internal Audit, Children’s Medical
Center
1 Hour Continuing Education
Make your Reservation On line!
Meeting Location
Cityplace Conference Center,
2711 North Haskell Street, Dallas, Texas 75204
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