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Reservations and cancellations must be received by 5:00 pm on Friday, March 28, 2008. 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 web site. 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
Chapter Nominations for Officers and Board of GovernorsChapter nominations for officers and board of governors have been announced and elections will be held at the April monthly meeting. The nominees for Chapter Officers for 2008 to 2009 are: Jay Blanchard (CPA) for President: Jay is Audit Manager for Texas Instruments. Jay currently serves as the 1st Vice President and has responsibility for the programs, seminars, facility arrangements, and certificates of education. He previously served as 2nd Vice President, Treasurer, and Secretary. Tom Keils (CPA) for 1st Vice President: Tom is the Director of Internal Audit at Builders FirstSource. Tom currently serves as the 2nd Vice President and has responsibility for academic relations, research project, community service project, and certifications. He previously served as Treasurer and Secretary. Marc Winandy (CIA, CPA) for 2nd Vice President: Marc is Audit Manager for McKesson Corporation. Marc currently serves as Vice President/Treasurer and has responsibility for financial statements, registration, socials, name badges, and employment committee. He previously co-chaired the programs committee and served several years on various other committees. Abe Paul (CPA) for Vice President/Treasurer: Abe is Director at Tatum. Abe currently serves as Vice President/Secretary and has responsibility for membership, the website, communications, directory, and advertising. He previously co-chaired the programs committee and served several years on various other committees. Holly Villanueva (CISA) for Vice President/Secretary: Holly is Audit Manager at JCPenney. Holly currently serves as the co-chair for the programs committee and has been instrumental in organizing and planning the chapter’s monthly meetings. She previously co-chaired the academic relations committee. The nominees for the Board of Governors with terms from June 2008 through May 2011 are: Corinne Bryan (CIA, CPA, CBA): Corinne is Internal Audit Director of Chase Paymentech Solutions. Corinne is a current member of the board, the district advisor for the southern region, chair of the chapter support sub-committee of CRCNA and responsible for the CAP (Chapter Achievement Program) reporting to the IIA. She previous served as district representative and president of the chapter. Chris Desjardins (CPA): Chris is Director, Audit and Consulting Services at Essilor of America. Chris has been a member of the IIA for over 20 years and was instrumental in organizing the CAE roundtable for small audit shops. Randy Earley (CIA, CISA): Randy is Vice President of Internal Audit at Idearc Media Inc. Randy has been a member of the IIA for over 20 years and is actively involved in several CAE roundtables. He previously chaired the newsletter committee. John Morgan (CIA): John is a Partner with Deloitte & Touche. John has served in internal audit leadership roles for most of his career. He has been a volunteer on IIA international committees and previously served on the Board of Governors of the Raleigh North Carolina Chapter. David Shackelford (CIA, CISA): David is Director of Internal Audit at Fossil, Inc. David is a current member of the board, a member of the IIA professional issues committee, and chair of the chapter’s designated funds committee. He previous served as the co-chair for the speakers committee for the SMART Conference. Vickie Tesmer (CPA): Vickie is Director, Audit and Consulting Services with American Heart Association. Vickie has been a member of the chapter for 5 years. She currently serves on the board and is the audit committee chair of a local credit union. If you are interested in learning more about volunteering for the Dallas Chapter, please contact Pamela Krakosky at pkrakosky@verizon.net.
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This
meeting is being held at
IIA Research Foundation
Patrick was born and raised in Iowa farm country. In the mid-70’s he attended Arizona State University as a business
major; leaving in his third year to pursue his entrepreneurial
dreams of success. The lessons learned on his path to success – one that led him from
prominence to prison – are lessons that everyone is vulnerable to
and no one needs to experience first-hand. 
| Position | Senior Auditor Finance and Operations |
| Location | Austin, Texas |
| Pay Range | Low to mid 70s, commensurate with skills and experience |
Summary
- Performs complex Financial and Operational integrated audits, Control Self-Assessments (CSAs), consultations and special projects under the broad direction of the Senior Audit Manager.
- Ensures that auditing standards are followed and that working papers are accurately documented to support conclusions.
- Drafts audit reports and communicates with auditees and Internal Audit management staff related to the progress and status of audits, CSAs, consultations and special projects.
- Requires frequent contact with company employees, company management staff, third party vendors and external auditors. Interactions often require negotiation skills.
- This is a non-supervisory position; however, employee might occasionally supervise the work of other auditors.
- Identifies internal control strengths and weaknesses, opportunities for operational efficiency and effectiveness, and organizational process improvements;
- Performs other duties as detailed in job description.
Requirements
- Bachelor's degree in Accounting, Management, Business Administration, or related field, plus five years auditing experience is required.
- Knowledge of insurance industry and workers' compensation insurance is desired.
- One of the following designations is desired: Certified Public Accountant (CPA), Certified Internal Auditor (CIA), Certified Fraud Examiner (CFE), Certified Information Systems Auditor (CISA)./EEO
Please send resumes to jobs@texasmutual.com
For more information, please visit our website at www.texasmutual.com
Regency Energy Partners (3/6/08)
Internal Auditor III
Regency Energy Partners is a Dallas based growth-oriented public limited partnership engaged in the gathering, processing, contract compression, marketing and transportation of natural gas and natural gas liquids. Regency provides these services through systems located in Louisiana, Texas, Arkansas, and the mid-continent region of the United States, which includes Kansas, Oklahoma, and Colorado.
Internal Audit Description: Provides objective evaluation and advisory services designed to add value and assist all levels of management in achieving Regency’s objectives by striving to improve the efficiency and effectiveness of the business processes and relate internal controls designed, implemented and operated by management. The internal audit position will be responsible for providing internal audit services including:
- gathering information and documenting processes, risks and related internal controls,
- assessing the design internal controls,
- preparing an audit approach to assess the effectiveness of internal controls,
- executing the audit approach to assess the function of internal controls,
- documenting the procedures performed and resulting findings,
- assisting management in developing remediation plans, and
- assisting with reporting of internal audit results.
Position Requirements: To be considered the candidate must have a Bachelor’s degree in Accounting or similar area plus a minimum four years auditing experience and be willing to travel. Also, a CPA or CIA certification and internal audit experience with a Mid-Stream gas or related energy industry experience is desirable.
Please e-mail resumes to: mary.matice@regencygas.com.
Resources Global Professionals (3/6/08)
Position Specification
Director of Client Service – Accounting/Finance
Dallas, Texas
The Company
Resources Global Professionals is an international professional services firm that provides finance and accounting, human resources, information management, internal audit, supply chain management, and legal services on a project basis. Resources was founded as a division of one of the Big Four professional service firms in 1996, and is now an independent, publicly traded company (RECN). In addition to its project professional services, Resources Global Professionals has established itself as a leading business services provider for companies seeking independent and cost effective assistance for meeting or complying with many of the complex business and regulatory issues in today's marketplace.
Headquartered in Irvine, California, Resources Global Professionals operates from over 80 offices worldwide. The U.S. client portfolio boasts 81 of the Fortune 100 companies. Resources was named to Forbes 200 Best Small Companies list in 2006 for the fifth consecutive year. Resources has also been ranked #3 on Forbes’ The Best Mid-Cap Stocks, #21 on BusinessWeek's Hot Growth Companies, and #61 on Fortune’s 100 Fastest-Growing Companies lists.
The Position
The Director of Client Service - Accounting/Finance has primary responsibility for the development of new business; the management of existing clients, engagements and Associates; and participates in recruiting of Associates. This is a unique opportunity to leverage your existing technical skills, tap into your creativity, and satisfy that entrepreneurial drive.
Responsibilities
- Continually develop new business by identifying target clients, networking, meeting with target clients, and selling all Resources’ service lines.
- Cultivate and expand existing business relationships through frequent communication and regular client visits.
- Sell projects to new and existing clients, clarifying the scope of projects with clients, identifying business solutions, presenting qualified Associates to the client, and negotiating billing arrangements.
- Represent Resources in appropriate professional and community organizations.
- Identify future project needs of clients and ensuring clients’ expectations are met.
- Minimize Associates “unassigned time” by managing Associate roll off dates and communicating regularly with Associates regarding additional client needs and/or other appropriate engagements in the pipelines.
- Assist in the recruitment of Associates, conduct interviews and assess skill set and competencies of candidates, negotiate Associates’ compensation.
- Ensure approved business contracts are executed by taking responsibility for the completion of all engagement paperwork, including the timely receipt of signed engagement letters.
- Support team goals of office by participating in strategy meetings, including discussing candidate and Associate pipeline, marketing strategies, and current challenges.
- Provide for timely collection of receivables by monitoring payment of client invoices.
- Maintain strong communications with Associates assigned to client engagements.
Professional Qualifications
- Minimum Requirements
- Ten (10) years of experience, including Big Four public accounting/ auditing experience and management level experience in Accounting/Finance and/or Internal Audit.
- A professional network in the Dallas/Fort Worth area.
- 4-year bachelor degree.
- CPA strongly preferred.
- Experience identifying opportunities with clients, networking and generating leads.
- Demonstrated track record of positive change in all positions held.
Personal Characteristics
- A high level of enthusiasm for building a business and a personal sense of urgency and capacity to overcome obstacles.
- Ability to respond effectively and quickly to clients’ needs and issues.
- Ability to negotiate and communicate complex concepts/business issues verbally and in writing to clients, Associates and management.
- Ability to prioritize multiple responsibilities/projects and proven ability to develop business relationships.
Reporting
The Director of Client Service - Accounting/Finance reports to the Managing Director located in Dallas/Fort Worth.
Compensation
Resources Global Professionals offers an attractive compensation and benefits package that includes: competitive base salary, medical/dental, bonus incentive plan, 401(k), employee stock purchase plan, and stock options. The long-term success of this individual will only be limited by his/her performance. For this position, we do not offer relocation assistance.
Contact Information
Please indicate DCS-AF-DFW on the subject line.
Email: dallasrecruitingmanager@resources-us.com
Additional Company Information:
For additional information please refer to the Resources Global Professionals website: www.resourcesglobal.com.
The NASDAQ symbol is RECN.
Resources Global Professionals is an Equal Opportunity Employer
Fossil is a design, development and sales company which includes an extensive line of fashion watches sold under the Company's proprietary and licensed brands. The Company also offers complementary lines of small leather goods, belts, handbags, sunglasses, jewelry and apparel and are sold in department stores and specialty retail stores in over 90 countries around the world, in addition to the Company's e-commerce website at www.fossil.com.
Fossil is searching for a Sr. Internal Auditor to join their growing team! This star candidate will assist in performing risks assessments, developing and executing audit programs, managing audit plan projects, making recommendations and providing feedback to management on findings, focusing on strengthening internal controls, quality and efficiency. Other responsibilities will include working with management on special projects involving new products and/or process changes.
Fossil is an Affirmative Action and Equal Employment Opportunity Employer.
Requirements Minimum:
- Bachelors degree in Accounting/Finance
- 5 plus years internal audit work experience or including 2-5 years of project management experience developing and implementing audit and risk assessment programs.
- Additional Preferred Skills:
- SOX, Section 404 preferred
- CIA or CISA preferred.
- Public Accounting experience a plus.
- Proven track record in building relationships and partnerships with internal teams
- Minimal local travel
Interested applicants can apply at www.fossil.com or submit resumes directly to kmcconnell@fossil.com.
No Job Description for a position can possibly include all duties that may be requested by guests or required by the hotel or corporate office. The objective of all positions is to effectively provide the services personally, or to immediately refer requests to the appropriate department manager. The following is a summary of the major responsibilities of the position
Internal Auditor
Job Description
Omni Hotels is seeking an Internal Auditor. This position requires extensive travel. Candidates can be based out of any area of the US with convenient access to any major airport.
Responsibilities include:
- Examine the effectiveness of all levels of management in their stewardship of company resources and their compliance with established policies and procedures.
- Recommend improvements in management controls designed to safeguard company resources.
- Review procedures and records for their adequacy to accomplish intended objectives, and appraise policies and plans relating to the activity or function under audit.
- Prepare detail reports on the results of audit examination, including recommendations for improvement upon conclusion of the audit.
- Appraise the adequacy of the action taken by operating management to correct reported deficient conditions.
- Assist operating management in identifying business strengths and improvement opportunities.
- Prepare and give oral presentation of findings in an audit wrap-up meeting to the property, area controller and Director of Internal Audit.
- Be flexible with audit schedule to be able to work around special needs of the property being audited.
- Conduct special examinations at the request of management, including the reviews of representations made by persons outside the company.
Job Requirements - Qualified candidates will have held the position of Internal Auditor, Assistant Director of Finance or Director of Finance within the hospitality industry. Must have working knowledge of a balance sheet. Must be willing to travel up to 100%. Prefer candidates in the Dallas Metroplex but will consider someone living in close proximity to a major airport in other locations.
Please apply at: https://omnihotels.ats.hrsmart.com/cgi-bin/a/highlightjob.cgi?jobid=2861
Texas Capital Bank is a publicly traded commercial bank headquartered in Dallas that delivers highly personalized financial services to Texas-based businesses and private client individuals. The Bank currently has $4.3 billion in assets and has full service locations in Austin, Dallas, Fort Worth, Houston and San Antonio.
Come join the “Best Business Bank in Texas” as the Director of Internal Audit in our Dallas, Texas headquarters.
Director of Internal Audit
Responsible for designing, developing, managing and administering the Bank’s internal audit programs to ensure a high level of operational and financial compliance.
Responsibilities
- Serves as primary liaison between Audit Committee and any internally outsourced audit provider.
- Ensures the periodic completion and continuing effectiveness of an internal risk assessment document to guide the scope and relative priorities of all internal audit work.
- Coordinates the completion of a comprehensive internal audit plan and schedule consistent with the results of the Bank’s internal risk assessment.
- Assists in the planning of specific audits as required, ensuring that all activities conform to established audit policies, procedures, laws and regulations.
- Works with Executive Management and managers of various business units to coordinate responses and develop action plans, as necessary, to respond to deficiencies and/or recommendations included with the results of all internal audits.
- Participates as a key member of all Committees designed to increase awareness of critical control issues.
- Provides direct reports to the Audit Committee of the Board of Directors to ensure the establishment and maintenance of internal controls.
- Schedules and manages internal compliance audits, directing specific audit assignments as requested.
Requirements
- Bachelor’s degree in Finance, Accounting or Business and a minimum of fifteen years audit or regulatory experience with at least five years in an audit managerial role.
- Certified Public Accountant (CPA) designation.
- Strong experience in banking or regulatory compliance with excellent knowledge of consumer and other banking regulations, legal and audit issues.
- Ability to interact effectively with subordinate staff, executive management, the external audit firm, as well as regulatory agencies.
- Effective communication (both verbal and written), negotiating and presentation skills.
- Ability to readily identify needs and requirements, and establish plans and processes to ensure successful results.
- Proficiency in the use of PC software tools for reports, audits, analysis and presentations.
For immediate consideration, please email resume to: careers@texascapitalbank.com
For more information, please visit our website: www.texascapitalbank.com
Texas Capital Bank is an equal opportunity employer.
Credit Union of Texas (2/25/08)
The Credit Union of Texas, a $1B credit union with 11 branch locations throughout the Dallas Metroplex has an opening for an Internal Auditor and a Staff Accountant. Please note that all candidates must be in good credit standing if credit is established. A credit check will be conducted on all candidates.
Internal Auditor Description/Requirements:
Responsible for performing independent assessments of the effectiveness
of controls, accuracy of financial records, and efficiency of operations
to ensure adherence to credit union policies, procedures and regulatory
guidelines. The right candidate will be able to develop creative
recommendations toward improving program efficiency, as well as
effectively communicate audit findings to audit area management.
- Must possess a firm knowledge and understanding of auditing techniques along with strong analytical and technical abilities.
- Must have knowledge and ability to apply the Standards for Professional Practice as set forth by the Institute of Internal Auditors.
- Must have the ability to understand complex processes and create enhancements.
- Must have strong communication, presentation and interpersonal skills.
- Highly skilled with Microsoft Office and common database applications.
- Familiarity with Credit Union Regulations is desirable.
To be considered the candidate must have a Bachelor’s degree from a four-year college or university in Accounting or similar area plus 2-3 years of related experience in auditing, preferably with a financial institution. CIA, CISA, CFSA, CPA or other relevant certification is desirable.
Staff Accountant Description/Requirements: The Staff Accountant will assist with the development of financial statements, various management reports, analysis, cash forecasting, budgeting, general ledger maintenance and reconciliation, and internal/external audits and examinations. Their primary responsibility is to perform complex activities associated with the general ledger system including the sub-modules and departmental reporting requirements.
Candidates must have a Bachelor’s degree in Accounting or Finance from a four-year college or university with 3 years related experience and/or training.
To apply for the above position(s), please forward resumes to:
resumes@cuoftexas.org or fax
to 972.301.1930.
We encourage you to visit our website at:
www.cuoftexas.org.
Please
note that we are an equal employment opportunity employer.
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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