pittsburgh chapter newsletter...x march 2015 pittsburgh chapter newsletter what’s inside: save the...

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March 2015

Pittsburgh Chapter Newsletter

What’s Inside:

Save the Date! Upcoming Events 2 Meeting and Event Information 3-8 President’s Corner 9 IIA Presentation Contest 10 - 11 CIA Exam Prep 12 Volunteer Opportunities 13 Welcome New Members 14 Spread the Word 15 Global Certifications 15 Members Only Webinars 16 Advertising Rates 17 Profile Update Reminder 17 Job Listing 18 - 19

Officers, Governors & Committees 20

Upcoming IIA March Event

INTERNAL AUDIT MANAGER TRAINING This course will help internal audit managers understand essential aspects of their responsibilities. You will learn some valuable project management techniques to meet your audit’s objectives and how to manage, motivate assigned staff. Date: Thursday, March 5, 2015

Location: The Rivers Club

Registration: 7:30AM – 8:00AM

Time: 8:00AM – 4:30PM

CPE Credit: 8 hours of CPE credit!

Registration Link: http://www.etouches.com/mgrtrain

Cost: $200 Members; $250 Non‐Members (Cost includes lunch and snack)

Learning Objectives: Manage the audit project to ensure quality and satisfy audit objectives Develop and retain motivated audit staff

Course Outline (8 CPE): Becoming a great manager / leader Identifying knowledge and skills gaps – team assessments Training audit staff on audit essentials Risk and Control Concepts Risk Assessments Audit program execution Working papers Audit findings Managing expectations Managing projects - project management techniques to make

managing easier Motivating your team Retaining your employees Conducting staff performance evaluations

See page 3 for additional information on this event.

The IIA – Pittsburgh Chapter March 2015

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Information on how to register for each of the events below will be communicated when registration opens. Keep an eye on upcoming newsletters and other communications from the Chapter!

Year Date Topic CPE

2015

March 5 Internal Audit Manager Training [Presented by Raven Catlin] 8 hours

April 15-17 ACL training [Presented by Michael Keiffer] 24 hours

April 27 Let’s Talk; Interview Skills [Presented by Jay Liebowitz & Richard Neish] 3 hours

April/May Chapter Meeting 2 hours

May 19 Annual Fraud Seminar [Sponsored by the IIA, Schneider Downs and ACFE] 6 hours

May IIA Day at PNC Park with the Pirates -

June IIA Annual Golf Outing at Cranberry Highlands -

September Hot Topic Seminar 2-4 hours

October Advanced Auditor Training 8 hours

November Annual Duquesne / IIA Accounting Event 8 hours

December Ethics & Tax 8 hours

2016

April Soft Skills 2-4 hours

May Annual Fraud Seminar [Sponsored by the IIA, Schneider Downs and ACFE] 6 hours

Our Chapter’s Programming Committee works very hard to provide our members with affordable and effective CPE sessions and networking opportunities. Please note that the information above is subject to change.


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MARCH EVENT INTERNAL AUDIT MANAGER TRAINING

* MARCH 5, 2015 * 8 HOURS CPE CREDIT * $200 Members * $250 Non‐Members *

Course Overview:

As we progress through our careers, inevitably, you’ll become the boss, supervisor, manager, or any other term of endearment that we use for those from whom we seek direction, motivation, and guidance. The world of internal auditing is no different. This course will help internal audit managers understand essential aspects of their responsibilities. You will learn some valuable project management techniques to meet your audit’s objectives and how to manage, motivate assigned staff. Learning Objectives:

Manage the audit project to ensure quality and satisfy audit objectives Develop and retain motivated audit staff

Course Outline (8 CPE):

Becoming a great manager / leader Identifying knowledge and skills gaps – team assessments Training audit staff on audit essentials Risk and Control Concepts Risk Assessments Audit program execution Working papers Audit findings Managing expectations Managing projects - project management techniques to make managing easier Motivating your team Retaining your employees Conducting staff performance evaluations

Presenter: Raven Catlin is an internationally recognized speaker and instructor in risk management and internal audit. She possess over 15 years of diverse internal audit experience and 11 years of instructing and facilitating a variety of courses. Her industry expertise and audit experience includes mortgage operations, mortgage backed securities, and capital markets. She served as an integral member of the financial restatement team for Freddie Mac, leading the documentation efforts for the capital markets division. Additionally, she created project plans and coordinated the efforts of over 150 individuals responsible for correcting security pricing as part of the Fannie Mae financial restatement. Most recently, Raven performed a business process analysis and redesign (using Six Sigma and Lean) at the World Bank / IFC.


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APRIL EVENTS

FOUNDATIONS OF ACL * APRIL 15‐17, 2015 * 24 HOURS CPE CREDIT * COST $700 *

At the conclusion of this course, participants will be able to explain the basics of data concepts, will understand and know basic ACL terminology and will be able to maneuver and operate the ACL User Interface. Participants will know the 3 stages of data access and participants will be able to create and define ACL table layouts for Excel spreadsheets, flat files, delimited text files, report image files, and Access tables. Attendees will also be able to understand of to how use an ODBC connection to access source data files. Participants will know how to build basic expressions such as filters and computed fields to test their ACL tables to ensure their tables are free of any data integrity errors. Attendees will also learn how to run data integrity verification commands such as Verify, Total, Count, Statistics, Gaps and Duplicates to ensure their ACL table layouts are compete and well defined. Participants will know and understand how to build expressions such as filters and computed fields in order to test their ACL table layouts for their specific test objectives. We will also be able to run the different ACL data analysis commands such as Classify, Summarize, Stratify, Age Extract, and Export. Attendees will also be to combine ACL tables together by using commands such as Extract with the Append Option, Join and Relations. Attendees will learn how to use basic ACL functions such as FIND, MAP, and SUBSTRING in order to write more powerful filters and computed fields by using ACL. We will also be able to create basic reports using the ACL software in order to report on the results of the different tests that were conducted with the ACL software.

Michael will take results of our earlier ACL survey into consideration.

Presenter: Michael Keiffer, CPA, CIA, CISA, CTA, ACDA

Independent Data Analysis Consultant and Trainer

Michael is an independent data analysis consultant with extensive experience with using ACL (Audit Command Language), both as a data analysis consultant and as an instructor. Michael has over 16 years of extensive experience with using ACL as a data-mining tool, data analysis consulting and training experience, and with a focus on using ACL as fraud detection and compliance tool for various financial institutions.


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Michael Keiffer - Key Career Accomplishments Has performed ACL consulting and training services as an independent data analysis consultant for numerous

Fortune 500 companies. Industries of expertise include banking and financial services, healthcare, gaming/casinos, retail, and airlines/travel.

Former ACL Master Trainer and Consultant for ACL Services, Ltd., in Vancouver, BC. Performed ACL training and consulting for numerous clients in the United States, Canada, Europe, Asia, and

the Middle East. Featured speaker at several national conventions and conferences, including the ACL Annual Users

Conference, and the Association of Healthcare Internal Auditors (AHIA). Day 1

Time Topic

8:30 – 10:00 Introduction/ACL Concepts, Fundamentals

10:00 – 10:15 Coffee Break

10:15 – 12:00 ACL Concepts, Fundamentals

12:00 – 1:00 Lunch

1:00 – 5:00 Expressions ‐ Filters/Computed Fields/Functions

Day 2

8:30 – 10:00 Data Access ‐ Use of Client SourceData Files



12:00 – 1:00 Lunch


2:00 – 3:00 Data Integrity ‐ Verify, Count


3:15 – 4:00 Data Integrity ‐ Total, Statistics

4:00 – 5:00 Data Integrity ‐ Duplicates, Gaps

Day 3

8:30 – 9:00 Data Integrity ‐ Duplicates, Gaps

9:00 – 10:00 Data Analysis ‐ Classify, Summarize, Stratify


10:15 – 12:00 Data Analysis ‐ Classify, Summarize, Stratify

12:00 – 1:00 Lunch

1:00 – 2:00 Data Analysis ‐ Extract and Export

2:00 – 3:00 Data Analysis ‐ Extract ‐ Append, Join, Relations


3:15 – 4:00 Data Analysis ‐ Extract ‐ Append, Join, Relations

4:00 – 5:00 Data Analysis ‐ Reporting

In addition to the 3 day ACL course, the cost includes course book, snacks, and lunch. Register now and save $900-$1,300 off national courses. An e-mail regarding registration will be sent by Friday, March 6.


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APRIL EVENTS LET’S TALK; INTERVIEW SKILLS *APRIL 27, 2015 * 3 HOURS CPE * MEMBERS $50 * NON‐MEMBERS $60 * RIVERS CLUB * NOON‐3:30PM *

Registration link: www.etouches.com/talk

This soft skills presentation will provide insight to effectively interview process owners. Most people are notoriously poor listeners. As a result, there is a great deal of mis-communication between managers and employees, between auditors and their clients, and even between husbands and wives. To be more effective, most people need to be more conscious of the way they listen to others. In this workshop, attendees will learn the seven steps of Active Listening. Participants will learn the basic concepts regarding each step, and will then learn how each step could be handled more effectively in an accounting/auditing environment. Following the presentation, attendees will have the opportunity to practice their Active Listening skills in a group exercise. Presenter: Dr. Jay Liebowitz has been a Management Professor at Duquesne University in Pittsburgh for 30 years. He teaches Organizational Behavior and Training & Development at the MBA level, and Strategic Management, Introduction to Management and Human Resource Management at the undergraduate level. He is certified as a Senior Professional in Human Resources (SPHR) by the HR Certification Institute. Jay obtained his Ph.D. in Industrial & Organizational Psychology from the University of Tennessee, Knoxville in 1983. His current research interests focus on determining the causal relationship between treating employees well and the financial performance of the firm. In addition to teaching and research, he has done consulting and/or management training for: the Greater Pittsburgh International Airport, Starbucks Coffee’s Pittsburgh District, Bechtel Bettis, Reed Smith, Northside Urban Pathways Charter School, the Coston Funeral Home, and the Community College of Allegheny County, among others. Presenter: Richard Neish has been active in the auditing profession for over 35 years. He is a CPA with a bachelor’s degree in Economics from the University of Pittsburgh and an MBA in Accounting from the University of Tennessee. He is also a member of the Institute of Internal Auditors (IIA); and the AICPA & PICPA. He is currently providing internal control and governance thought leadership within the Risk Management organization of PNC, assisting in the development and implementation of a comprehensive system of internal controls to achieve and ensure ongoing compliance with Banking Basel regulations. He also currently teaches Auditing and Forensic Auditing at Point Park; Saint Vincent; and Robert Morris. Previous employment includes CAE roles at Allegheny Energy, Hudson and Tube City IMS; consulting engagements with Experis and Resources Global; and 12 years with Price Waterhouse.


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Chapter Members, For this edition of the Newsletter, I would like to highlight the Chapter’s Membership Committee and inform you of some of the upcoming initiatives they are working on. The Membership Committee’s objective is to promote the interest of prospective members in the Chapter and to maintain interest of existing members. Currently, there are 874 members of the IIA Pittsburgh Chapter, and this number grows each month. Benefits of membership with the IIA Pittsburgh Chapter offers:

Cost effective monthly Continuing Professional Education opportunities to share ideas and experiences with your colleagues; and

An outlet to network with peers, develop professional contacts and stay on top of current issues and practices. You can also strengthen your leadership skills and make valuable contacts within the profession by volunteering for one of our committees. You can increase your knowledge of the profession, influence programs, receive peer recognition and enhance your professionalism. The Membership Committee has recently teamed with IIA National on a new membership recruitment initiative which will focus on a variety of membership categories. Each month our Membership Committee will target a specific category, as outlined below, and will provide information on our Chapter and highlight the benefits of joining our team, via email, along with an application for membership. Prospect lists will be provided by IIA National.

March: Certified nonmembers – Audit professionals who hold one or more IIA certifications, but have yet to join. April: Nonmember customers – Audit professionals who have purchased a product from the IIA, but are not members. May: Chapters send IIA HQ their chapter prospect list, and they will reach out to them with an exclusive membership offer. September: Financial Service auditors – Audit professionals in the Financial Services industry who are not members. October: Audit Group recruitment - Reaching out to Chief Audit Executives in your area who are individual members and inviting them to form a group. November: Audit Group upgrade – We will provide you a list of companies in your area that have five or more individual members. They can save money by forming an audit group and adding more members. If you know someone that would be interested in becoming a member of our Chapter, please reach out to the Membership Committee. Contact information is on the last page of this newsletter. Additionally, refer to our New Members page within this newsletter for more information on the new member pricing structure.

Thank you, Dawna Fisher [email protected] 2014-2015 President, IIA Pittsburgh Chapter

On behalf of the Chapter Officers and the Board of Governors, thank you for being a member of our profession and a member of the Pittsburgh Chapter. Hope to see you at an upcoming Programming Event!


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IIA Presentation Contest Topics for University and College Students First place presentation - $500; Second place - $350 and Third Place $150. Judging based on IIA members in attendance at the meeting scheduled for Tuesday, March 24th, 2015 from 4 - 6 p.m. Criteria for judging to be determined. Location of the presentation is at Schneider Downs, CPAs at their One PPG Place offices. Topics will be assigned to teams on a first come first served basis. There will be no repeat topics. All presentations should be 10 to 15 minutes in length and submitted to [email protected] one week prior to the scheduled presentation date in March. Six to eight presentations will be selected. Presentation teams should be three to six students. All AV equipment will be provided to the students. Potential Topics

(1) What is Internal Audit’s (IA’s) role in corporate governance?

a. Subtopics

i. Audit of assurance of governance

ii. Consultative project

(2) What role does IA have within the ERM process?

a. Subtopic

i. Describe IA’s role, management’s role and the external audit’s role

(3) What is the use of Data Analytics within Internal Audit?

(4) Identify fraud risks

a. Subtopics

i. How IA should audit the fraud risks

ii. How management should prevent/detect the fraud risks

(5) Conduct a mock interview with an audit client

a. Role playing

b. Pick an audit area

c. Assign one member of your group as the auditee and one or two members as auditors

d. Explain other audit evidence needed in conducting the audit

(6) Describe the IIA International Professional Practices Framework (IPPF)

a. Subtopics

i. Mandatory guidance

ii. Optional guidance

(7) What are the elements of an effective internal audit report?

(8) Explain the role of the Audit Committee with IA.


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(9) Social Media

a. Subtopics

i. What are the audit risks with social media for a company?

ii. How does social medial assist professional organizations such as the IIA?

(10) Internal audit often is involved with risk mitigation and compliance audits. Describe:

a. Effectiveness of compliance audits when combined within the IA function

b. Impact on the IA department

c. Impact on independence of the IA department

(11) Security breaches have become more frequent. Why do these occur and how can internal audit

assess in identifying weaknesses so management can properly address?

(12) Reach out to three IIA professionals employed at different organizations. Conduct an interview

with those professionals regarding:

a. Current audit risks for their organizations

b. Size and structure of their audit department

c. Current projects they are conducting

d. What continuous auditing processes due they have employed? Are they effective?

(13) Describe an integrated audit with IT and operational auditing.

(14) Submit your own topic (subject to approval by the Academic Relations Committee)

ATTENTION MEMEBERS!!!

We invite you to be judges for the IIA Presentation Contest. As a judge you can earn 2 free hours of CPE.


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Prepare to Pass the 3-Part CIA Exam

If you’ve made the decision to enhance your career by earning the Certified Internal Auditor® (CIA®) designation, The IIA’s CIA Learning System® can help you achieve your goals.

The IIA’s CIA Learning System is an interactive print and online self-study review program designed by CIA-certified industry experts to help you learn, review, and apply the key CIA content. This approach will help you build on foundational elements of internal auditing to master key concepts you need to know to pass the CIA exam. This three-part program includes:

Comprehensive reading materials teaching the entire 3-part global CIA exam syllabus in both printed and e-book formats.

Interactive online study tools: Pre- and post-tests to gauge your starting knowledge and advancements. SmartStudy™ tools to help you create a customized study plan based on pre-test results. Chapter quizzes to test your comprehension and retention. Flashcards and glossary. CIA practice exam to build confidence for the computer-based CIA exam. Online reports to track your progress and performance.

For more information or to try a demo, visit www.LearnCIA.com/chapters. Wondering how long it will take you to prepare for the exam? Create your free, personalized study plan at www.LearnCIA.com/3partcia/my-cia-review-plan.

MAKE SURE TO GET YOUR MEMBER

DISCOUNT WHEN ORDERING YOUR CIA LEARNING SYSTEM!

www.LearnCIA.com/chapters


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Connect With Your Community of 180,000+ Peers.

Social Media – Network with more than 100,000 practitioners through the LinkedIn Official Global Group, AuditChannel.tv, Facebook, and Twitter for knowledge‐sharing opportunities covering topics such as certification, ethics, fraud, COSO, Sarbanes‐Oxley, financial services, public sector, gaming, quality assurance, IT auditing, and more. Conferences – IIA conferences provide immeasurable ways to connect with members from around the world. The General Audit Management conference for CAEs, regional conferences, and the International Conference provide ways for every internal audit practitioner to learn and connect with others in the profession.

There are multiple opportunities for you to become a more ACTIVE

member of The IIA Pittsburgh Chapter!

Our Chapter Communications committees maintain contact with our membership at large through email and website communications. Chapter communications are essential to ensuring our members remain up to date on the latest news and events within our chapter and The IIA. Communications are distributed on a regular basis to our 800+ members to provide this important information. We are currently seeking volunteers for the following positions within this committee:

Chapter Communications Committee Chair – Prepare and send out information and reminders about upcoming chapter events, membership surveys and other important news. Work closely with the chapter officers to determine timing and content for communications.

Social Media Chair- We are seeking an energetic volunteer to share information with our Chapter members through LinkedIn and other social media outlets. This volunteer will serve a key role in helping to keep our members up to date on the latest news from the IIA and upcoming events and activities within the Pittsburgh Chapter. Responsibilities will include administration of group members, posting content and moderating conversations. Expected time commitment will be 1-3 hours per month.

Please contact Rick Korey at [email protected] for information for how you can get involved!

Join our Team!


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Did you know that The IIA recently revised their membership rate structure?

Now, organizations with as few as two eligible members can

take advantage of substantial savings!

# Members Price Per Member* 2-9 $180 10-25 $170 26-99 $160

Additional discounts are available for groups with 100+ members or for governmental agencies. For more information, visit:

https://na.theiia.org/membership

*Pricing shown above represents annual fee per member for chapters within the US.

The following people have recently joined our chapter. Please help us make them feel welcome!

Tara Boring

The PNC Financial Services Group Inc.

Alicia Jackowiak Big Heart Pet Brands Eileen Kalsek The PNC Financial Services Group Inc. Sean McFadden The PNC Financial Services Group Inc. Raquel Miller FNB Corporation Ashley Reinke Penn National Gaming Inc. Tom Wockley The PNC Financial Services Group Inc. David Wodarczyk Mylan Inc.


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Members-only Webinars The IIA's complimentary Members-only Webinar Series is available exclusively to you as part of your membership investment. These monthly educational webinars are developed specifically with IIA members in mind. 17-March-2015 Members-only Webinar: Cyber Security: Data Breaches, Greater Frequency, Greater Cost 21-April-2015 Members-only Webinar: Pulse of Internal Audit 19-May-2015 Members-only Webinar: Driving an Effective ERM Culture 16-June-2015 Members-only Webinar: Guide to Managing the Work-Life Balance of an Audit Team 21-July-2015 Members-only Webinar: Data Privacy: A High-Stakes Issue 18-August-2015 Members-only Webinar: Emerging Technology Audit Hot Topics 20-October-2015 Members-only Webinar: Financial Statement Fraud 17-November-2015 Members-only Webinar: Measuring IA Value and Performance (CBOK Report)

Please visit the Pittsburgh Chapter IIA website for links and other members only features.


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Unlock Your Door to Opportunity with IIA Global Certifications Certified Internal Auditor (CIA)

Certified Governmental Auditing Professional (CGAP)

Certified Financial Services Auditor (CFSA)

Certification in Control Self‐Assessment (CCSA)

Certification in Risk Management Assurance (CRMA)

For more information regarding professional certifications, please visit: https://na.theiia.org/certification/Pages/Certification.aspx

The Advocacy Committee of the Pittsburgh IIA's Board of Directors would like to request volunteers who can help us to better connect with students at local colleges and universities. We know how many career opportunities exist by pursuing internal audit as a profession, and want to make sure that current students know about this exciting field too!

Do you have connections within the business school or accounting department

at a local university? If so, you may be able to help us to expand our database of contacts!

Would you be interested in participating in a panel discussion or other speaking engagement at a local school? Not only is it a great way to share information about your experience as an internal auditor, but it's also a great chance to interact with our region's future accountants and auditors!

Please contact Rick Korey at [email protected] if you are interested and able to assist with either of the items listed above. We look forward to your support in spreading the word about our great profession!


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Advertisements will only be sent to members via direct e‐mail when included in the monthly or summer chapter newsletters.

Advertisements are not to be sent directly to members via e‐mail or postal mail.

Advertisements will also be posted on the chapter website as part of the newsletter.

EMPLOYMENT OPPORTUNITIES

Employment advertisements placed by audit group member companies are free of charge.

Employment advertisements placed by non‐group member companies: ¼ page ‐ $50 ½ page ‐ $100 Full page ‐ $200

Employment advertisements for employment agencies, recruiting firms, and professional services providers, including firms placing ads on behalf of member companies: ¼ page ‐ $100 ½ page ‐ $200 Full page ‐ $400

OTHER ADVERTISEMENTS

Advertising for services or products: ¼ page ‐ $100 ½ page ‐ $200 Full page ‐ $400

REMINDER: Members of the IIA Pittsburgh chapter are given access to the membership list. This list is NOT to be used to solicit members. Solicitation of services/products using the chapter membership list may result in the revocation of membership.

ReviewIIAprofileinfo

www.theiia.org

Attention Members: Please take a few minutes to review your IIA profile and contact information at www.theiia.org. Maintaining current information in your IIA profile will help to ensure that you will continue to receive valuable information from The IIA.

Advertise with us!

The IIA newsletter is distributed to approximately 800 local Internal Audit professionals on a regular basis. Advertising with us is a great way to attract local talent to fill your open positions; and if your company has an audit group membership, employment opportunity ads are FREE OF CHARGE! See below for our advertising policies and rates.


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EMPLOYMENT OPPORTUNITIES

INTERNAL AUDITOR, SENIOR II UPMC is seeking experienced Internal Auditors. If you have a strong background in accounting and auditing and you are looking to take your career to the next level, please follow the directions to apply listed below. Job Summary UPMC Corporate Services is hiring a full-time Internal Auditor, Senior II to help support the Internal Audit Department for its downtown Pittsburgh location. The hours for this position are Monday through Friday, standard daylight hours, or as needed. The Internal Audit Senior is responsible for evaluating healthcare risks to the company and consulting with management to identify process improvements and operational efficiencies. The Auditor will deliver internal audit activities to assure they are conducted according to professional standards with the goal of maximizing value for the company. Current activities include audit engagements throughout the system, data analytics, process improvement projects, special investigations and special projects as requested by management. This position will be expected to allocate their time to multiple projects and assignments concurrently and will be responsible for completing planning, fieldwork execution, report writing, workpaper completion, and follow-up monitoring. The Auditor will present audit conclusions and value added recommendations to management that reflect an understanding of company objectives and capabilities, control requirements, and industry best practices to facilitate change in a constructive and collaborative manner. Responsibilities

Possesses strong understanding of the audit process and able to apply it effectively. Has developed specialized skills in specific areas of expertise. Possesses strong knowledge of internal and external control expectations, including UPMC Standards, the IIA,

COSO, GAAP, Six Sigma, and SOX. This includes identification of fraud risks with an ability to assess pressures and opportunities.

Contributes to ongoing departmental goal of entity-wide risk identification and logging for the creation of audit plan. Possesses solid understanding of healthcare terminology and industry risks, understands their impact on UPMC,

and can serve as a resource to clients for inquiries. This includes a strong understanding of the revenue cycles and compliance issues in healthcare.

Able to research and analyze new processes and technologies to identify key controls and risks. Able to conduct a walk-through and demonstrate a strong understanding of business processes and create or

supervise a process flow to review with the client. Able to utilize understanding of complex business processes and issues and UPMC as a whole to recommend

appropriate controls to mitigate risks while aligning with strategic goals, business objectives and regulatory expectations.

Uses, reviews, and initiates revision of the standard department templates and processes for performing audit projects.

Creates new audit programs and testing steps to validate controls and risks. Workpapers are completed on time and evidence is organized to fully support conclusions and findings. Open items and review comments are fully tracked and closed within timeframes.

Identifies root cause of complex issues and proposes valuable and effective solutions, with knowledge of UPMC organization.

Reviews all workpapers as appropriate and finalizes report drafts for review by management. Draft reports are professional, complete, practical, based on accepted standards, and all findings validated with client. Follow-up for past audits is tracked and performed within timeframes to meet reporting requirements.


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Participates in and occasionally leads departmental special projects. Participates in departmental meetings, including presenting and educating co-workers. Possesses strong public

speaking skills and is comfortable leading opening and closing meetings, including explaining issues to executives and handling constructive disagreements.

Appropriately manages client interactions, including maintaining independence and selecting the appropriate meeting formats and levels of discussion. Mentors and/or develops staff skills, judgment, and effectiveness.

Provides constant feedback to staff auditors on their performance and is able to train staff auditors on appropriate tools and techniques of auditing.

Contributes to departmental goals. Assists management in making sure that staff auditors are productive and have adequate work load. Meets departmental goals for productivity and monitors deadlines for reports and follow-up. Proactive in identifying staff downtime and assists in helping staff to stay productive.

Qualifications

o Bachelor's Degree with a major in accounting or other related field. o Minimum of three years of experience with a CPA/CIA OR five years with a CMA in risk and control focused areas

such as accounting or internal auditing required. OR

o Bachelor's Degree with a major in accounting or other related field. o Minimum eight years of experience in related risk and control focused areas such as accounting or internal auditing

or equivalent experience in a health care field is required. o Relevant professional certification preferred. o Previous experience with Health Insurance is strongly preferred. o An advanced related degree and/or Six Sigma Certification are preferred. o Strong technical skills, including superior knowledge in Access, Excel, Power Point, Visio and SharePoint. o Knowledge of industry standard project management tools, methods and reports. o Good understanding of risk analysis and process improvement. o Strong verbal and written communication skills with the ability to work effectively with all levels of the organization.

Directions: 1.Visit UPMC.com/Careers 2.Click “Quick Search” 3.Click “Advanced Search” 4.Type the Job ID Number “2062891” 5.Click “Search” 6.Submit an application


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Officers Dawna Fisher, President

[email protected] 412-288-7328

Nicole Saldamarco, 1st VP nsaldamarco@schneiderdowns.

com 412-697-5368

Stefanie Dixon, 2nd VP [email protected]

412-374-5235

Rosemary Mazzeo, Treasurer [email protected]

412-697-5493

Val Trott-Williams, Secretary [email protected] 412-396-5700

Board of Governors

Pittsburgh Chapter Committees

Committee Chairperson

Academic Relations Jessica Miller [email protected]

Certifications Joe Cassol [email protected]

Directory Kathy Cromer [email protected]

Golf Outing Lew Fortwangler [email protected]

Hospitality Kristen Backo-Weaver (Chair) [email protected]

Gina Dutkovich [email protected]

Membership Felicia Pasquerilla [email protected]

Newsletter Carol Frey [email protected] Programming Nancy Lilling (Chair)

[email protected] Meghan Concepcion [email protected] Jessica Miller

[email protected]

Henry Musembi [email protected]

Jaimie Scialdone [email protected]

Jamie Worthy [email protected] Assistant Treasurer Joe Sterf [email protected]

Volunteers Richard Korey [email protected]

Website Sarah Flannery [email protected]

We’re on the Web! Visit our Chapter Page: IIA Pittsburgh Chapter

Follow us on LinkedIn!

www.linkedin.com

“Institute of Internal Auditors Pittsburgh”

Jonathan Bentrim Beth Bodner Diana Froats Stacy Juchno Eleni Lucido

Steven Melletz Jeffrey Mitchell

Jim Risbon John Slowey

Jeanine Trumbetta William Gedman

Jim Yard

Aaron Mitcham – Past President Meghan Concepcion – Past

President

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