The Dallas Chapter - August 2007 eNews

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!


Melinda Lokey
2007-2008 President - Dallas Chapter IIA

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

Byran Dodge, August Meeting Speaker“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.

Map to CityPlace Conference CenterCityplace Confernce CenterThis meeting is being held at Cityplace Conference Center,
2711 North Haskell Street, Dallas, Texas 75204

                            CityPlace Conference Center

The DART light rail station at Cityplace serves both the RED and BLUE lines. Check for schedules, routes and fare information at

Preferred Method:

Place and confirm your reservation via the web site at


Jeri Baker

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

We accept most major Credit Cards

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

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

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 –, 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:  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 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:

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 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 and complete the provided form by August 15, 2007.


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

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  We look forward to helping you.

See our career page

Comments, questions, suggestions?
Contact the

Dallas Chapter Institute of Internal Auditors
P. O. Box 261747, Plano, TX 75026-1747

The following links will take you to our web site,