April 2007
The President’s Letter
Hello all! If you can believe it – summer is almost over!
Each year the Officers and Board of Governors develop key goals to ensure the
Dallas Chapter's success at fulfilling the needs of the members. At the top of
the list is a commitment to provide our members with 100+ hours of continuing
education throughout the year.
We plan to achieve that goal this year by offering the following:
- Three hours of CE at each Chapter meeting
- Eight hour seminar in the fall
- Annual Fraud Summit to benefit the Endorsed Internal Audit Program at
the University of Texas at Dallas
- Almost Free Seminar in June
Each month I will detail another goal and let you know what we are doing to
achieve that goal.
The Programs Committee has been busy developing the calendar for our Chapter
year! Our August meeting at Cityplace Conference Center will focus on
professional development. Our pre-meeting, “Successful Leadership Traits,” will
be presented by Paul Patterson with Tatum LLC.
We are also pleased to have Bryan Dodge join us for lunch. His presentation
“How to Build a Better You” will provide you with leadership and problem solving
tools necessary for success.
Please be sure to mark your calendar with the dates and locations of the
Chapter meetings through May 2008 as listed below:
- August 2nd at Cityplace
- September 6th at Eddie Deen’s
- October 4th at Cityplace
- November 1st at Cityplace
- December – No monthly meeting
- January 10th, 2008
- February 7th, 200
- March 6th, 2008
- April 3rd, 2008
- May 8th, 2008
Thank you for your support of the Chapter and feel free to contact me if you
have any questions or comments!
Sincerely,
Melinda Lokey
2007-2008 President - Dallas Chapter IIA
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Next Meeting - Thursday, August 2, 2007
Cityplace Conference Center
Lunch Meeting 12:00pm - 1:20pm
Registration begins at 11:30pm
How to Build a Better You
Bryan Dodge
 “The
greatest asset your company has is your people. This meeting is for
them. If they grow, the company will grow; if they change, the
company will change.”
Bryan Dodge will deliver his inspirational message, “How to Build
a Better You” in his high energy delivery style that everyone will
benefit from. He will focus on the key areas of personal
development. This program will propel you to have consistent upward
growth in your life and in your career. He will present the E.A.T.
Philosophy which will enable you to have a positive outlook and will
also teach you the importance of dealing with every problem on its
time. Bryan will reveal the three main laws of leadership and
conclude with the power of personal energy and where it comes from.
Bryan’s program is refreshing and entertaining, yet informative and
educational. His lively and spirited delivery style will make this
event a very memorable learning experience.
Bryan Dodge probably holds the record of being the busiest
speaker in the United States. A popular choice for conferences and
conventions, last year alone he made well over 300 speaking
appearances all across the United States and Canada. He is the
author of several professional development programs including,
How to Build a Better You, How to Build a Complete Sales Person,
and How to Build a Purpose Guided Life, as well as being the
co-author of the book, Becoming the Obvious Choice.
Pre-Meeting 10:30am
Successful Leadership Traits
Paul Patterson, Tatum Dallas Managing Director
Have you ever wondered why some people are successful leaders and
others aren’t? More importantly have you ever wondered what you can
do to make yourself a more successful leader and professional? Paul
Patterson has interacted with countless professionals in a variety
of roles over his career and will be sharing his thoughts about
which traits help professionals become successful leaders. Paul will
be able to share with you many stories and examples that you should
be able to apply to your daily experiences and consider when making
decisions that impact your career.
Paul Patterson currently serves as Managing Director for
the Dallas practice of Tatum, LLC. He joined Tatum when the Firm
joined forces with The Controller Group in July 2006. His 20+ year
career includes experience as a senior executive in both consulting
and industry with Big Five, mid-size and entrepreneurial consulting
firms servicing a variety of clients and industries. He also spent
time with Jefferson Wells and Arthur Andersen (now Accenture).
Paul’s expertise lies in organizational planning and management,
operational decision-making, communication, coaching and business
development. He has seen success initiating and growing new
businesses and departments.
Paul holds a Bachelor’s Degree in Economics from Baylor, and a
Master’s Degree in Finance from Vanderbilt University. He is a
member of the Institute of Internal Auditors.
Post-Meeting 1:30pm
Taking Ownership of Leadership
Bryan Dodge
The underlying theme of all of Bryan Dodge's teachings is that
"life is too short not to be happy, and too long not to do well."
You will be amazed at how much you will learn. This session is
loaded with inspirational ideas and tips that will help you have
consistent upward growth in your life and your career. Bryan Dodge
will feature the highlights of his “How to Be a Better Leader”
seminar. He will address the important issues faced by people in
authority, basing his teaching on the three main laws of leadership.
Remember, we all lead in one form or another. Bryan’s program is
refreshing and entertaining, yet informative and educational. His
vibrant and spirited delivery style makes learning fun and
memorable.
  This
meeting is being held at
Cityplace Conference
Center,
2711 North Haskell Street, Dallas, Texas 75204
The DART light rail station at Cityplace serves both the
RED and BLUE
lines. Check for schedules, routes and fare information at
http://www.dart.org/default.asp Preferred Method:
Place and confirm your reservation via the
web site at
http://www.dallasiia.org/Reserve.htm.
| Contact: Jeri Baker
jeri.baker@tatumllc.com |
Meeting / Luncheon Fees: IIA Members: $25
Non-Members: $35
Students: $15
Walk-ins/late registrations (members or non): $35
Phone/E-Mail Fee: $2 |
Reservations and cancellations must be received by 5:00 pm on Friday,
July 27,
2007.
We reserve the right to bill for "no-shows."
We Now Accept Credit Cards - Online Only
The IIA Dallas Chapter, in conjunction with PayPal, will now
accept payment online for the monthly luncheons. There is no change in the cost
to you for the lunch. We accept VISA, MasterCard, Discover, American Express, or
eCheck. Note that some corporate-issued cards are not accepted by PayPal. This
service is only available online at the time the reservation is made. This can
be used to pay for individual or group reservations. Follow the instructions on
our website. If you properly cancel a reservation before the meeting, the
Chapter will either return the funds to you or reserve you for the next meeting.
Any questions, contact Marc Winandy at marc.winandy@mckesson.com.
After you place your reservation online, you will see the
link to pay via PayPal if desired.
Chapter News
Interested in Volunteering?
Depending on how much time you are willing to give, we can find a
spot for you. Our volunteers are the reason for the Chapter’s
success. While it takes several volunteers to run the Chapter, there
is no task too small and all efforts are greatly appreciated. Many
of our volunteers progress to become officers and board members.
Volunteering offers many benefits in appreciation for the gift of
your time and expertise.
Volunteering can help you:
- make important networking contacts
- learn or develop skills
- help you meet new people
- make a difference
If you are looking to get more involved in the Dallas Chapter and
help give back to the internal audit profession, please contact
Pamela Krakosky at
pkrakosky@verizon.net.
 IIA Research Foundation
The Research Foundation has recently issued a book entitled
Conflict Management and Negotiation Skills for Internal Auditors.
It was written by Joan Pastor, PhD and represents the results of her
over 20 years working as a private consultant and trainer to the
audit profession. What started as a small program based on the best
research on conflict management and negotiation skills, has slowly
evolved into a book based on research on these two topics plus the
real life experiences of thousands of auditors who deal with
conflicts, potential conflicts and differing positions that need to
be united on a daily basis. The book is designed to give both
clarity into human nature as well as practical skills and
suggestions for dealing with people in a wide range of challenging
situations.
The goals for this book are two-fold:
- Increase your understanding of how people think and act
(including yourself); and,
- Give a number of tips, practices, suggestions, ideas and
skills that you may use appropriately to increase your
relationship and get better audit results with your customers
and clients, wherever they may reside.
The book can be ordered online at –
www.theiia.org/index.cfm?act=form.bookstore, or calling toll
free 1-877-867-4957. (Order number 1019, IIA member price - $75, non
member price - $95.)
 Certification News - CIA Review Course!
Upcoming CIA Review Courses!
The CIA review course registration information can now be found
on the Dallas Chapter Web site: http://www.dallasiia.org/CIA_Review_F07.htm
the dates are September 5-8, 2007
The next Dallas Chapter review courses, featuring live training
by Dr. Glen Sumners of Louisiana State University, will be offered
as follows at UT Dallas:
- March 28-31, 2008
- September 5-8, 2008
CIA and Other Specialty Exams – November 14-15 , 2007
CIA and other specialty exams will be held in the UTD School of
Management (SOM) Building, Room 1.502. For information on how to get
to UTD and nearby hotels, please see
http://www.utdallas.edu/visitors-index.html. Please plan to
arrive at least 30 minutes prior to the exam to allow time for
parking and room assignment. If you enter via the University Parkway
entrance, a guard will give you a parking pass and direct you to the
SOM building.
Reminder…New Computer-based Testing Begins February 2008
Visit the IIA’s Web site for more information:
www.theiia.org.
The IIA Announces New CIA Exam Preparation Materials
If you are planning to take the CIA exam this year, now is the
time to begin preparing and there’s no better way than through The
IIA CIA Learning System. Orders will begin shipping April 1, so
place your order today. Visit
www.learncia.com or call +1-877-442-2425.
Report Your Speaking and Writing
It's time again for the survey to determine which IIA Dallas
Chapter members have submitted articles or spoken since June 1. Each
speaking engagement on internal auditing that a Dallas Chapter
member completes will earn the Chapter 1 credit per CPD hour. Each
full article, Roundtable article, Fraud Finding, etc. submitted that
meets basic editorial guidelines will earn 5 credits. For each full
article published 20 credits are earned. Each internal audit related
article published in any other trade or professional journal that is
authored by a chapter member is 5 credits.
To report your writing and speaking go to
http://dallasiia.org/Speaking.htm and complete the provided form
by August 15, 2007.
Seminars
Latest in IA Thought Leadership August 17, 2007 @ UT Dallas
School of Mgmt
 Special event at UTD to launch a new book sponsored by the IIA!
This contemporary, state-of-the-art textbook provides the
fundamental knowledge needed to succeed as entry-level internal
audit professionals. A collaborative effort by educators and
practitioners created to reflect 21st century real-world auditing.
Contents include internal auditing theory, concepts, and
applications – all intended to help users to begin to think like
auditors.
Featuring the Authors as Speakers Sign Up Early – Free copies of
the book will be available to the first 75 who sign up and pay!
This Event is sponsored by Grant Thornton LLP
Event Details - Registration - Contribution The day will begin
with registration and continental breakfast starting at 7:45 am with
the kickoff speaker starting at 8:30 am. In the morning you will
hear from the co-authors on areas covered in the new book due for
release in Amsterdam at the IIA International Conference. You will
also have a unique opportunity to have all six authors sign copies
of the book at the event. They will also hold additional sessions in
the afternoon on emerging topics of interest. The event will
conclude at 3 pm with a short reception to follow.
Registration - Contribution A contribution of $50 is required for
registration to this event. All proceeds from this event are a
contribution to the Internal Auditing Academic Advancement Fund (IAAAF)
and are designated to the three Internal Audit programs represented
by three of the authors-Friends University, University of Texas at
Austin, and University of Texas at Dallas. All payment however will
be through the IIA Dallas Chapter. Registration is at
dallasiia.org/Semimar_Reserve.htm
Payment Details Payment is due at time of registration. You may
charge your registration by using PayPal or mail your check, made
payable to IIA Dallas Chapter, with your registration form to: IIA
Dallas Chapter, P. O. Box 261747, Dallas, TX 75026-1747. Only those
paid in advance are eligible to receive a free copy of the book.
Registration fee includes continental breakfast, refreshment
breaks, lunch, and a reception. The first 50 that sign up also
receive a free copy of the book priced at $75 for IIA members and
$105 for members. Copies of the book will also be available at a
reduced price.
On behalf of the IIA’s 2007 Southern Regional Conference
Coordinating Committee and the Austin Chapter, we’d like to invite
you to attend this year’s conference at the Omni Southpark Hotel in
Austin, Texas.
We have a great conference scheduled, featuring four informative
tracks:
-
Governance – “Tone at the Top”
-
Information Technology and Information Management
-
Risk Management
-
CGAP Review
The CGAP review track is designed as a 16-hour review that starts on
Sunday afternoon, culminating with the option for you to take the
exam on site Wednesday morning. If you sign up for the review track,
you may also attend the Monday and Tuesday general sessions and
luncheons.
The “fun” activities start on Sunday evening with a pool-side
reception, and continue on to Monday evening when we will provide
transportation to either the downtown area for fine dining and live
music, or a family-style barbeque restaurant in the hill country.
Tuesday evening’s “gala” will be a “Texas-style” evening at the Bob
Bullock museum of Texas History. Along with a buffet and cash bar,
you’ll have access to three floors of exhibits and the Texas Spirit
Theatre, an interactive multi-media experience focusing on the
“stories of determination, perseverance, and triumph that have
formed the Texas spirit."
In addition to the conference, we are pleased to announce that The
IIA will present a free Internal Audit Educator’s forum on Sunday.
On Wednesday afternoon, the Sloan Foundation will offer a workshop
on Performance Measurement for a small additional fee.
We hope to see you in Austin!
Robert Cates, CIA Robert Elizondo, CIA, CGAP
Conference Co-Chair Conference Co-Chair
Career Opportunities
Are you currently in the job market either voluntarily or
involuntarily? Let the Employment Committee help you. Send us your
resume and we will include you in our resume database. We receive
calls from recruiters and hiring managers for open positions and
will forward your resume if there is a match. We get calls for staff
to director levels, IT to finance, local to out of town. All
inquiries will be handled confidentially.
If you have any questions, please contact Greg Dubis at 972-431-5946 or send him
an e-mail at
gdubis@jcpenney.com. We look forward to helping you.
See our career page
Comments, questions, suggestions?
Contact the
webmaster@dallasiia.org
© Dallas Chapter Institute of Internal Auditors
P. O. Box 261747, Plano, TX 75026-1747
The following links will take you to our web site,
http://dallasiia.org:
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