Looking Forward: What’s on the Horizon
Meeting 12:00pm - 1:30pm
Registration begins at 11:30pm
Like Wagner’s Music, the Economy is Better than it Sounds
Harvey Rosenblum, Executive Vice President and Director of Research, Federal Reserve Bank of Dallas
Objectives: Economic data points to a mild firming of the underlying pace of
economic recovery. Through this presentation, we will discuss
the indicators of economic recovery and the current state of our
economic environment.
What are the indicators of this economic recovery?
- Manufacturing, services and industrial
production are all expanding, and consumer spending
is rising, although concentrated on energy and
luxury purchases by the upper quartile.
- The job market is still awful but is poised to
turn in the coming months.
- The housing market remains vulnerable and
consumer confidence remains low.
 Harvey Rosenblum is Executive Vice President and Director of
Research at the Federal Reserve Bank of Dallas. In this capacity, he
serves as economic policy advisor to the Bank's president and as an
Associate Economist for the Federal Open Market Committee, which
formulates the nation's monetary policy.
Rosenblum is also a past president and a member of the Executive
Committee of the Board of Directors of the National Association for
Business Economics (NABE), a prestigious trade association whose
3,000 members are the leading business economists in the United
States and many other countries. Past presidents of NABE include
several Federal Reserve presidents as well as former Fed Chairman
Alan Greenspan. Rosenblum is currently serving as Executive Director
of the North American Economics and Finance Association. He also is
a member of the Product Development and Small Business Incubator
Board, appointed by the governor of Texas.
A widely recognized expert on both the national and Texas
economies, Rosenblum has written articles for such publications as
The Journal of Finance, New York Times, Southwest Economy and The
Handbook of Banking Strategy.
Active in economic education, Rosenblum is a visiting professor
of finance at Southern Methodist University, teaching courses in
contemporary issues on monetary policy and financial institutions
and markets. Rosenblum received a B.A. in economics from the
University of Connecticut in 1965 and a Ph.D. in economics from the
University of California, Santa Barbara, in 1972. He began his
career with the Federal Reserve in 1970 as an Economist with the
Federal Reserve Bank of Chicago, advancing through the ranks to Vice
President and Associate Director of Research in 1983. He was also a
visiting Professor of Finance with DePaul University from 1973 until
1985. He joined the Dallas Federal Reserve as Senior Vice President
and Director of Research in 1985 and was promoted to Executive Vice
President in 2005. His current research interests focus on
monetary policy, inflation and the growing impact of globalization
on the U.S. economy and businesses.
1 Hour Continuing Education
Make your Reservation On line! - Please read
our Cancellation Policy
CAST Meeting 10:30am - 11:30am
Registration begins at 10:00am
Time Management
Chad Murphy, Deloitte & Touche LLP
Objectives: Does it ever feel like there is never
enough time in the day? Do you feel like you are not accomplishing
your goals? Do you feel like you work all of the time and
there is never enough time for family and friends? Do you feel
like you are always working on multiple projects at one time?
Better time management may be the answer.
The objectives of this presentation include the following:
- Understanding the importance of goal setting and
how it relates to time management.
- Identify tools to help manage your time.
-
 Implementing your new time management tools.
Chad Murphy is a Manager in Technology Risk Services at Deloitte
and Touche LLP, where he is responsible for managing internal and
external audits as well as leading other consulting related
projects. Chad has 10 years of internal audit experience with
companies including McAfee and Deloitte & Touche, LLP. He has
worked on both IT and Business audit teams and has traveled around
the world during his audit career. He received his
undergraduate and degrees from Northwood University and has his CISA
Certification.
1 Hour Continuing Education
Make your Reservation On line! - Please read
our Cancellation Policy
Pre-Meeting 10:30am - 11:30am
Registration begins at 10:00am
XBRL for Dummies
Debbie Mathews, Director of Internal Audit, Rent-A-Center, Inc.
Objectives: XBRL is here! Are you ready?
XBRL is language for the electronic communication of business and
financial data which is revolutionizing business reporting around
the world. Did you know that XBRL isn’t just for public
companies? This presentation will answer these questions and
more. During this session we will discuss:
- What is XBRL?
- Why is XBRL relevant?
- What are XBRL taxonomies?
- SEC XBRL Filing Requirements
- XBRL applications beyond regulatory filings
At the end of the session, attendees will have a starting point
to understand XBRL and its value to their organization whether or
not they have SEC filing requirements.
Debbie Mathews is a Director of Internal Audit at Rent-A-Center,
Inc. Since joining Rent-A-Center in 2008, she has been
responsible for directing the Company’s Sarbanes-Oxley Section 404
compliance project. Additionally, she has participated in the
Company’s XBRL implementation project, particularly from an internal
controls perspective.
Prior to joining Rent-A-Center, Debbie was an Audit Manager at
7-Eleven for almost five years. In this role, she was responsible
for managing various and participating in all areas of the Company’s
Sarbanes-Oxley Section 404 readiness project including
documentation, testing, and remediation.
Debbie has a diverse
background including significant experience in internal audit and
external audit with Brown & Williamson Tobacco, Louisville Gas &
Electric, and Ernst & Young. She also has extensive experience
in ERP system implementation consulting and project management.
In addition to her experience in the finance world, Debbie spent
several years in sales and marketing at both Brown & Williamson
Tobacco and Dr Pepper/7-Up. She holds a Bachelor of Science
degree in Accounting from Southern Illinois University, an Executive
MBA from Southern Methodist University and holds both the Certified
Public Accountant (CPA) and Certified Internal Auditor (CIA)
certifications.
1 Hour Continuing Education
Make your Reservation On line! - Please read
our Cancellation Policy
Post-Meeting 1:30pm - 2:30pm
XBRL: What's in it for Internal Auditors?
Mike Willis, Partner, PricewaterhouseCoopers; Chairman, XBRL International
Objectives: Have you heard any of the following to
make you believe that XBRL is not relevant to you?
- "XBRL is just for public companies…"
- "XBRL tagging adds costs and time and is an
economic burden…"
- "No one is asking for or using XBRL…"
- “XBRL is just for external reporting and is not
relevant to internal systems…"
Participate in this session and learn more about these common
misperceptions.
Participants in this session will learn: What is the relevance of
XBRL for internal auditors? What are the related short term
risks and opportunities that auditors are focusing on? How is
XBRL helping internal auditors cost effectively address a wide range
of common process problems? This interactive discussion will
address these topics and other specific participant questions.
During this session we discuss:
- What do Internal Auditors need to know about
XBRL?
- What are the key risks introduced by the SEC
XBRL Mandate? What Internal Auditors should do
about them?
- How does XBRL impact common audit processes and
functions (for all companies)? How can Internal
Auditors benefit from these?
- Where should you go to learn more?
At the end of the session, participants will have a useful
understanding of the XBRL related short term and longer term issues
and opportunities for internal auditors of both private and public
companies.
 Mike Willis has more than 27 years of accounting and auditing
experience and is a partner with PricewaterhouseCoopers. Mike
served as the Founding Chairman of XBRL International (http://www.xbrl.org),
which is currently composed of more than 640 leading software,
accounting and finance companies from 30 countries around the world.
Mike has served in a number of roles within the XBRL community and
currently serves as Chairman of the Board of Directors and the
International Steering Committee. XBRL is an international
information format standard designed to enhance business reporting
supply chain processes benefiting preparers, distributors,
aggregators and consumers of this information. He speaks
frequently, publishes papers and blogs on the topic of business
reporting, and related process and control systems. Mike has
been interviewed for or published articles in a range of business
periodicals on the topic of a more efficient and effective business
reporting supply chain including the Harvard Business Review,
Financial Times, Business Week, Wall Street & Technology, FEI
Magazine, CFO Magazine, Journal of Accounting and CIO Magazine.
1 Hour Continuing Education
Make your Reservation On line! - Please read
our Cancellation Policy
Meeting Location
Cityplace Conference Center,
2711 North Haskell Street, Dallas, Texas 75204
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Registration Cancellation Policy
- Registration cutoff is 5:00 pm CST on the Friday before the
meeting.
- Payment must be received by the Friday before the meeting. Your registration is not
confirmed until paid. We strongly encourage you to pay via
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meeting (i.e., on Thursday the week prior to the Friday
meeting) to ensure we receive your payment on time. If the
envelope is not post marked within the required timeframe and is
received late, you will be notified by email that a) the meeting
is sold out or b) an additional $10 late fee per person will be
assessed. Only registrations paid by PayPal will be
accepted on days just prior to the meeting.
- If you miss the deadline to register and space is available,
you can attend the meeting as a walk-in. Before coming to
the meeting, please check the website to see if we are accepting
walk-ins since our meetings tend to sell out.
- The deadline to cancel your registration is 5:00 pm CST on the
Friday before the meeting (unless otherwise noted) to receive a
refund. If you do not cancel by the deadline, you may send
a substitute in your place after notifying
reservations@dallasiia.org. The substitute will be
required to pay an additional $10 if they are not a member of
the Dallas Chapter. To cancel your registration, please send an email to
CANCEL@dallasiia.org.
- If you
miss the deadline to register and space is available, you can
attend the meeting as a walk-in. Before coming to the meeting,
please check the website to see if we are accepting walk-ins
since our meetings tend to sell out.
- All walk-ins will need to register at a separate table before
the start of the meeting. The walk-ins will be required to
complete an on-site registration form which will include name,
company name, address, and email address and can pay with cash
or check made payable to the Dallas Chapter of The IIA for the
applicable amount. Only cash or checks are
accepted at the door.
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