eNews Update - February 2001

This is the latest edition of eNews for the 2000 - 2001 chapter year. Use the buttons at left to navigate to the major sections of the newsletter.

To "Unsubscribe" go to DallasIIA.org/E-News.htm, enter this e-mail ID and select "Unsubscribe." To change the e-mail address you receive this newsletter, unsubscribe as noted above and then "Subscribe" with the desired ID. Note: there will be no printed newsletter this year. All newsletters will be sent electronically.

Internal Auditing Student Day

Thursday, February 15, 2001

12:00 Lunch Meeting Lakewood I & II

The Risks of Not Knowing Your Risks"

Presented by Wayne Rose

Registration begins at 11:30

Assessing Your Organization’s Risks and Internal Audit Risk Assessment

C. Wayne Rose, is a national industry leader for Deloitte & Touche’s Enterprise Risk Services practice. He is also the partner in charge of the ERS Mid-America Practice and serves as one of five partners on the Deloitte & Touche National Internal Audit Services Advisory Committee.

Wayne has more than 22 years of utility industry experience including 17 years in internal audit. Prior to joining Deloitte & Touche in 1997, he was the Director of Audit Services for Carolina Power & Light Company (CP&L) in Raleigh, North Carolina. His organization at CP&L was recognized as a leading-edge, full-service internal audit organization performing financial, operational, information technology, corporate compliance and environmental, health and safety audits for a diversified customer base. The internal audit department’s achievements were recognized by the Institute of Internal Auditors’ Research Foundation in its 1996 publication, Enhancing Internal Auditing through Innovative Practices and in the Foundation’s 1997 publication entitled Control Model Implementation: Best Practices. During Wayne’s career at CP&L, he also held various other management positions focusing on system, organization and process improvements.

Wayne was the 1996 - 1997 Chairman of the Edison Electric Institute’s Internal Audit Committee. He was instrumental in the initiation of the Utilities Auditors’ Conference and served as the conference chairman for the 1996 and 1997 conferences.

Wayne is the current chairman of the IIA’s Professional Conference Committee and is a frequent speaker on internal audit best practices and business risk assessments. He was the Chairman of the IIA’s inaugural Assessing and Managing Risk Conference in 1998. He is a Certified Internal Auditor and Certified Fraud Examiner and received his degree in Accounting from East Carolina University.

10:30 Pre-meeting Turtle Creek II

Best Practices

Presented by Vickie Lyng, Ernst & Young and
Anna Nicodemus, EDS

Vickie Lyng and Anna Nicodemus will present information on Internal Auditing Best Practices. This session is a shorten version of a class presented each year to the University of North Texas Internal Audit class. This session discusses the what and how of best practices along with some suggestions on resources for research.

Vickie Lyng has been with Ernst & Young for 5 years. Before joining E&Y, Vickie had over 13 years experience in the internal auditing field, most recently as Internal Audit Manager of ENSERCH Corporation, a large oil and gas company in Dallas. She also has extensive experience in information systems audit.

Vickie is a graduate of the University of North Texas with an MS in Accounting. She is a CPA and a Certified Internal Auditor and is a member of the AICPA and the Institute of Internal Auditors.

Vickie served as President of the Dallas Chapter of the Institute of Internal Auditors for the year 1995 - 1996, is currently serving on the Board of Governors for the Dallas Chapter and is on the Professional Conferences Committee of the IIA international organization.

Anna Nicodemus works at EDS in Plano, TX.  She served as President of the Dallas Chapter of the IIA for the year 1997 - 1998 and is currently serving on the Board of Governors for the Dallas Chapter.  She is also the Chair of the Chapter's Nominations Committee for 2000 - 2001.

Anna is a CPA, CFE and a Certified Internal Auditor.

1:30 Post-meeting Turtle Creek II

Third Annual Student Forum Roundtable

The Academic Relations Committee of the Dallas Chapter will be presenting the 3rd Annual Student Forum. The Student Forum is a way to bring university students to our monthly luncheon meetings and increase their interest in the internal audit profession. The Forum is an hour-long question and answer session after the luncheon. Students and other participants will be able to ask questions about internal auditing to a group of panelists from the audit profession.

Panelists will represent EDS, JCPenney, The Associates and Arthur Andersen.  Don't miss it!

All Meetings are at CityPlace Conference Center, 2711 North Haskell at Central Expressway in Dallas.

Note:  The DART rail station at CityPlace is now open! Check for information and schedules at DART's website: http://www.dart.org/home.htm

Preferred Method

The best method to confirm your reservation is via the website at DallasIIA.org/Reserve.htm.

Secondary Method

An optional method is to use the telephone, fax, or e-mail. However, a $2 phone/fax/e-mail fee will be assessed to each reservation.

Contact

Gina Bailey, TXU
Phone: 214-812-5937
Fax: 214-812-6676
e-mail: gbailey1@txu.com

Special Student Meeting Luncheon Fees:

Members: $20
Non-Members: $25
Students: Free (must register)
Walk-ins (members or non) $30
Phone/Fax/E-Mail Fee $2

Reservations must be received by noon on Friday, February 9, 2001 or a $5 late fee will be charged.

We reserve the right to bill for "no-shows"

Meeting Dates for the 2000-2001 Chapter Year
March 15, 2001
April 19, 2001
May 15, 2001

The program calendar is now on the web now. Go to http://dallasiia.org/Events.htm for details.

Upcoming Seminars

The IIA will be conducting seminars in Dallas the week of March 5-9, 2001 as follows:

These seminars will be held at The Westin Park Central, 12721 Merit Drive, Dallas.

Please visit the the Seminars Page on the IIA's Web Site.

New Name Badges Process

Due to overwhelming demand, the name badge process has been revamped. The old name badge process was very time consuming, inefficient, and costly. And it was a manual and totally non-automated system that utilized outdated technology. Thus, the Name Badge Committee has developed a plan for an efficient and cost-effective name badge process.

The first step begins with you. ONLY individuals who pre-register for the lunch meeting will have a pre-printed name badge. This only matters if you would like to be in the drawing for the door prize. Only those members having a pre-printed badge will be entered in the monthly door prize drawing at the end of the luncheon. All others will be provided a white sticky label and a felt tip marker for identification at the meeting.

The information filled out on the registration will be the exact information used to print the name badges. The registration report will be used as a database table. This should cut down on the problems from the past of misspelled names, missing certifications, and incorrect employers. Each Registrant will control the information on their personal name badge.

There will only be one set of name badges. In the past there was some confusion, since there was a set of alphabetical name badges for pre-registrants and a set of alphabetical name badges for members. The name badges will be in alphabetical order (by registrants last name). All others will be provided a sticky label to complete a manual name badge which will be disposed of after the meeting.

To sum it all up, those who pre-register each month, will have a name badge, with the information they choose, and be entered to win the door prize. Those who choose not to pre-register, won’t.

These changes not only represent cost savings, efficiency and technology improvements, other committee’s will benefit from active participation in pre-registering for the monthly meeting, like more accurate planning for the number of people at the luncheon. Also, the accuracy of the information on the badges will be improved and member satisfaction should follow.

Happy New Year!
Name Badge Committee

IIA Research Foundation

Dave Hallo recently received a new publication from the Foundation entitled Audit Committee Effectiveness - What Works Best, 2nd Edition (order number 410, price is $50 for IIA Members and $65 for nonmembers). This new report is the 2000 update of Improving Audit Committee Performance: What Works Best, published in 1993. The updated version outlines audit committee practices from some of the world's most progressive organizations and documents innovative approaches to defining and satisfying responsibilities of audit committees. It focuses on current and future issues and illustrates how the role of the audit committee will evolve over the next few years. It also explores recent and pending legislation affecting audit committees.

It can be purchased through the IIA Distribution Center (toll free in the U.S. 1-877-867-4957). If you would like to preview the publication prior to purchase, please let Dave know (214) 812-4990.

Chapter's CIA Review Course

The Dallas Chapter is sponsoring a review course to help prepare candidates for the May 2001 CIA exam. The review course will be held on March 15 - 18, 2001. For details and registration, please visit the Dallas Chapter web site at DallasIIA.org/CIAReview_01.htm

2001 CISA Review Course Schedule

The 2001 CISA Review Course, presented by the North Texas Chapter of ISACA, will be held at the J. C. Penney Company Training Facility located in North Dallas, south of LBJ Freeway, between Hillcrest and Coit. The course will consist of eleven classes which will be held on Saturday mornings, 9:00 to 12:00, from March 3 through May 19. Chapter members will serve as course instructors.

Registration Information

Registration for the Review Course will begin January 8. The registration fee is $325 which includes study aids, refreshments, and miscellaneous supplies. The fee for those individuals who pre-purchase their books, will be $75. To register, please contact Cheryl McKay, CISA Coordinator, by telephone (214-761-2583) or E-mail (cheryl_mckay@neimanmarcus.com), or visit our web site at: http://www.isacantx.org/services.htm.

All candidates for the June 2001 exam are individually responsible for exam registration. A registration form is included in the CISA Bulletin of Information. Early registration deadline: February 16, 2001. Final registration deadline: April 6, 2001.

Study Materials

The following books are included in the course fee:

• CISA Review Technical Information Manual, 2001
• CISA Review Questions, Answers & Explanations Manual, 2001
• CISA Review Questions, Answers & Explanations Manual - 2001 Supplement

CPE Hours

Participants will receive three CPE hours for each class attended.

Career Opportunities

New Career Opportunities are being posted to the web site. Visit DallasIIA.org/Employ.htm for the latest job postings. Here are this month's opportunities:

Jefferson Wells International

Title: Information Technology Auditors/Security Consultants

Location: Dallas

Company Description: Jefferson Wells International is one of the fastest growing professional services firms in the U.S. We’re thinking differently, solving today’s toughest business challenges and changing with new ways of working. Nothing is beyond our reach. Just ask any of our thousands of clients from around the world who benefit from our business solutions. Employees are key to building our organization. Consider joining our high caliber team.

Position Description: In these opportunities of significant visibility, you will use your technical expertise and business skills to deliver valued services to Fortune 1000 companies, financial institutions and government agencies. Responsibilities include conducting IT and/or security audits, assisting clients with systems implementations, development of policies and procedures, evaluation of security control and other special project initiatives.

Education/Experience: Driven by continuous improvement, the desired candidate will have:

• 5+ years of IT auditing, data security technical administration, contingency planning, quality assurance or systems development expertise
• CISA, CISSP preferred
• CIA, CNE, CBCP, CNA or MCSE certification
• Network/internet security
• Knowledge of business processes or specialized IT skills in SAP, PeopleSoft, Oracle and JD Edwards
• Windows NT and UNIX experience is a plus
• Master’s degree preferred, but not required

Key Words: IT Audit/IT Security/IT Controls

Respond to: Send resume, with position of interest, to:

Jefferson Wells International, Inc.
Attn: Director of Technology Services
500 North Akard
Suite 3210
Dallas, TX 75201

Fax: 214-740-5511.

Email: dallas.recruits@jeffersonwells.com

An equal opportunity employer.

Please visit www.JeffersonWells.com

Jefferson Wells International

Title: Internal Auditing Professional

Location: Dallas

Company Description: Jefferson Wells International is one of the fastest growing professional services firms in the U.S. We’re thinking differently, solving today’s toughest business challenges and changing with new ways of working. Nothing is beyond our reach. Just ask any of our thousands of clients from around the world who benefit from our business solutions. Employees are key to building our organization. Consider joining our high caliber team.

Position Description: This key professional builds client loyalty by delivering extraordinary service with engagements that may include:

• General risk assessments
• Program audits
• Plant operational audits
• Vendor audits

Responsibilities will range from special projects to providing interim staffing to managing a new function.

Education/Experience: Bachelor’s degree and 5+ years of auditing experience in the accounting industry. Professional designations are preferred.

Key Words: Accounting/Auditor/Auditing

Respond to: Send resume, with position of interest, to:

Jefferson Wells International, Inc.
Attn: Director of Technology Services
500 North Akard
Suite 3210
Dallas, TX 75201

Fax: 214-740-5511.

Email: dallas.recruits@jeffersonwells.com

An equal opportunity employer.

Please visit www.JeffersonWells.com

Tesoro Petroleum

Tesoro Petroleum Corporation is a dynamic, growing company in the business that keeps the world running: Energy. We refine, distribute and market petroleum products in the Western United States. Our spirit of growth has made Tesoro an important refining and marketing company in the Pacific Rim. We are currently seeking a talented individual for the following opportunity in our San Antonio office:

ASSOCIATE INTERNAL AUDITOR

The successful candidates must have a Degree in Accounting or in a related field with up to one year accounting or audit experience preferred. Pursuance of CPA completion or Certified Internal Auditor designation required. Knowledge requirement includes a high level of demonstrated understanding of accounting standards, procedures, and policies. A proficient skill in Microsoft software(Word, Excel, and electronic mail) are necessary. Candidates must be able to communicate and interact effectively with internal and external contacts. Successful candidates must be a strong team player and active participant in a self-directed work group with strong interpersonal, organizational, and project management skills. High levels of problem-solving and analytical skills are essential for this position. A proven self-starter with initiative to identify, undertake and complete, independently if necessary, improvement projects. Flexibility in a changing environment, ability to handle pressure, and enjoy multiple-project work. This position will require up to 25% travel.

We offer exciting career opportunities and competitive compensation and benefits to individuals who can make Tesoro's vision for growth their own. Please forward your resume, indicating position of interest to:

Janie Lopez
Tesoro Petroleum Corporation
300 Concord Plaza Drive
San Antonio, TX 78216
Fax: (210) 283-2045 or
E-mail: jlopez@tesoropetroleum.com

An Equal Opportunity, Affirmative Action Employer, M/F/D/V

Please visit www.tesoropetroleum.com

Looking for a career change or companies seeking employees? Let the Dallas IIA Employment Committee help you. Individuals seeking positions can send an updated resume to:

Greg Dubis
JCPenney Company
P.O. Box 10001
Dallas, TX 75301-4321
Phone: (972) 431-7121
Fax: (972) 431-7195
E-mail: gdubis@jcpenney.com

Resumes will be kept on file and forwarded to Companies and Recruiters seeking to fill positions.

This service is offered to members at no charge. Also, any Company desiring to advertise a job opening in the Monthly eNews and on the web site may do so for a small fee. Contact Laura Haeussler at (214) 209-9865 for more information.

© 2001 Dallas Chapter of the IIA
All Rights Reserved

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