cathy criswell, chapter president - institute of internal … criswell 2017-2018 president in this...
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Cathy Criswell 2017-2018 President
In This Issue
President’s Message
IIA News & Highlights
Events Calendar
Tulsa Chapter 2017-2018 Officers, Committee Chairs, and Governors
President’s Message You will see included in the board priorities listed on page 3, one about thought leadership. I have always been impressed with the cutting-edge practices our members have adopted, and their willingness to share with our chapter. I have become a better auditor by learning from you. One of my goals is make you aware of how you can share with our profession. The IIA makes
several avenues available for sharing, including writing articles, presenting through Audit Channel TV, speaking at conferences or meetings and through the Audit Executive Center. Sharing information helps our profession develop, as well as getting recognition for Tulsa as progressive city. You will be hearing more about this. The board members and committees are planning activities. We want to hear what you want us to provide. Please take a minute right now to send me a suggestion. The board is meeting on July 13 and I would love to have some feedback to share. Here is my email address:
[email protected] I am look forward to hearing your ideas.
Cathy Criswell, Chapter President
July 2017 IIA Tulsa Chapter Newsletter
THE WORKPAPERS
Did you know you can find your local chapter of the IIA on social media? Find us on Facebook by searching for “IIA Tulsa Chapter” and request to join today. We are also on LinkedIn. Search for “The Institute of Internal Auditors—Tulsa Chapter” and request to join. Also, follow @TheIIA on Twitter today to get updated information and connect with colleagues across the nation!
Get Connected
Planning for our 2017-18 chapter year takes place during the summer months (June—August) and we will be actively recruiting members to assist with various committees.
Contact any Officer or Board member for more information on ways you can volunteer with the Tulsa Chapter.
Have safe and happy Independence Day!
Summary of Planning Activities
The Board of Governors discussed priorities for this chapter year (June, 1, 2017 – May 31, 2018) at the June board meeting. Following is a list of the items identified so far.
Education - Offer high quality continuing education to our chapter members. Community Outreach – Provide opportunities for members to participate in activities that
benefit the community and the profession Thought leadership - Lead an awareness campaign to inform members of ways they can
contribute Member Participation – Maximize member participation at all chapter events
The board will work on goals again at our July meeting, as well as the following discussion topics:
Decide on key performance indicators and which officers and committee chairs are responsible for them
Discuss chapter meeting and educational offerings – location, timing, topics, etc. Member survey – format, questions, distribution method, etc.
Chapter Achievement Program (CAP)
Your activities help our members and the internal auditing profession. The Chapter can report these activities to IIA headquarters to earn points in the Chapter Achievement Program (CAP). Tulsa has always been one of the best chapters in the world, recognized by earning the Gold award each
year. This is the highest award available. Because Tulsa has earned the Gold award for 10 years, our chapter is honored with the Sapphire award.
Here are just a few examples of the activities that earn CAP points: Speaking engagements inside or outside your organization Receive a quality assessment for your audit shop Participate in a quality review team (IIA and non-IIA sponsored) Write articles for Internal Audit magazine or other publications Volunteer with Junior Achievement …and many more activities
Please report your activities to [email protected] to help us earn points to continue our tradition of excellence.
IIA News & Highlights
Administrative Meetings Date Time Topic Speaker Location
July 13, 2017 Noon Board meeting Prosperity Bank 1330 S Harvard Prosperity Bank
August 10, 2017 Noon Board meeting Prosperity Bank
Monthly Chapter Meetings Date Time Topic Speaker Location
Work in process
Continuing Professional Education Date Time Topic Speaker Location
TBD IIA After Hours – Work in process Spring 2018 TBD Conference of Accountants TBD University of Tulsa More full day and partial day events being planned
This calendar will be updated as events are arranged, and when information changes.
Events Calendar
Tulsa Chapter 2017 - 2018 Officers, Committee Chairs, and Governors
Officers and Committee Chairs
Position Name Phone Email
President Cathy Criswell 918-596-7505 [email protected]
Advocacy Cathy Criswell 918-596-7505 [email protected]
ACL User Group Kerri Surdahl 918-661-7444 [email protected]
Bylaws Michelle Minton 918-524-8361 [email protected]
CAP/Long-Range Planning Cathy Criswell 918-596-7505 [email protected]
Certification Mark McCoin 918-236-4730 [email protected]
Chapter Specialty Centers Brittney Rice 918-728-8719 [email protected]
Research Jim Sleezer 918-853-5114 [email protected]
1st Vice President Matthew Barth 918-227-8206 [email protected]
Programs Matthew Barth 918-227-8206 [email protected]
Arrangements Robin Glade 918-921-3080 [email protected]
IIA After Hours Jami Shine 918-615-7929 [email protected]
IIA After Hours Jim Sleezer 918-853-5114 [email protected]
Newsletter/Publicity/Placement Shannon Lofthus 918-281-8453 [email protected]
Webmaster/Website Jay Crabb 918-281-8433 [email protected]
2nd Vice President Ashley Wilbert 918-246-4742 [email protected]
Admission & Membership Ashley Wilbert 918-246-4742 [email protected]
Community Relations Tolu Ogunseye 918-588-7480 [email protected]
Hospitality Robyn Cannon 918-748-4112 [email protected]
Treasurer Robyn Cannon 918-748-4112 [email protected]
Budget & Finance Robyn Cannon 918-748-4112 [email protected]
Attendance Sheena Kafer 918-574-7663 [email protected]
Attendance Julie Mills 918-281-8445 [email protected]
Secretary Abagayl Shull 918-384-6914 [email protected]
Historian Vicki Peters 918-596-7528 [email protected]
Academic Relations & Scholarship Sarah Kuhn 918-661-4590 [email protected]
Awards Kristy Hancock 918-697-3449 [email protected]
Appointed by Board of Governors Associate Trustee Sarah Kuhn 918-661-4590 [email protected]
Audit Committee Rick Brewster 918-586-4707 [email protected]
Nominating Annie Mills 918-732-1466 [email protected]
Governors
Term Name Phone Email
June 2017 - May 2020 Dustin Dye 918-384-6729 [email protected]
June 2017 - May 2020 David Hurd 918-740-5740 [email protected]
June 2017 - May 2020 Debbie King 918-732-1386 [email protected]
June 2017 - May 2020 Sarah Kuhn 918-661-4590 [email protected]
June 2016 - May-2019 Chris Carter [email protected]
June 2016 - May-2019 Ronny Johnson 918-740-6777 [email protected]
June 2016 - May-2019 Becky Keesling 918-921-3057 [email protected]
June 2016 - May-2019 David Kinkaid 918-607-0405 [email protected]
June 2015 - May-2018 Terry Cloud 918-744-2126 [email protected]
June 2015 - May-2018 Michelle Minton 918-524-8361 [email protected]
June 2015 - May-2018 Mo O’Connor 918-477-4447 [email protected]
June 2015 - May-2018 Marnie Padilla 918-261-3224 [email protected]
Past Presidents Past President 1 Jami Shine 918-615-7929 [email protected]
Past President 2 Rex Wilson 918-947-7124 [email protected]