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IIA | Tulsa Chapter Newsletter
THE WORKPAPERS
As we embark on our first general meeting of the 2017-2018 chapter year, I am really excited about the educational programs the chapter is offering this year. Our First Vice-President Matt Barth gets primary credit for the exciting speaker line-up this year. He has taken a creative approach to
finding outstanding topics and speakers to better align with the re-sults of our member survey conducted earlier this summer. Check out the Calendar of Events in this issue for more details. In addition to securing our speaker line-up, Matt has managed to keep the costs of these events down to make them more affordable, with each event being offered at either low-cost or no cost.
This year we’re introducing “Audit After Hours”, the brain-child of Ja-mi Shine and Jim Sleezer, which will provide networking opportuni-ties for our chapter outside business hours. Please help me thank them for spear-heading this program for our chapter and watch for details on events to come.
Additionally, we will be offering a one-day seminar in the fall and a two-day seminar in the spring. Each seminar will be led by speakers who have received excellent ratings from attendees. Check out the details on the fall seminar with speaker Danny Goldberg in this issue. We are also planning two opportunities to get additional continuing professional hours immediately following the lunch meetings.
Your chapter leaders believe offering you the opportunity to learn is one of our primary functions. You will see that reflected in this year’s activities. We want to see as many people benefit from the educa-tional offerings of the chapter in our 2017-2018 year, so please put these events on your calendar today.
As a reminder, our first General Meeting will be held on the first Thursday of September. Please be sure to check out the announce-ment on page 2 and register online. I hope to see you there!
~Cathy, Chapter President
September 2017
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 Au-
ditors - Tulsa Chapter” and request to join. Also, follow @TheIIA on Twitter today to get updated information
and connect with colleagues across the nation!
If you have a submission or idea for an upcoming newsletter, please submit your ideas to the Newsletter Chair, Shannon Lofthus at:
In This Issue
• President’s Message
• General Meeting
Announcement
• IIA News & Highlights
• Employment
Opportunities
• Welcome New
Members
• Call for Volunteers
• Certification Corner
• Members-Only
Webinars
• Fall Seminar
• Southern Regional
Conference
• Calendar of Events
• Tulsa Chapter 2017-
2018 Officers, Commit-
tee Chairs, and
Governors
Message
2017-2018 President
Connected
Announcement Topic:
How to Create a Jerk-Free Work-
place
Where:
Tulsa Country Club
701 N. Union Ave.,
Tulsa, OK 74127
(Refer to map on page 3)
When:
Thursday, September 7, 2017
Agenda:
Registration: 11:30 AM
Lunch & Speakers: Noon
Reservation Deadline:
Monday, September 4, 2017
Prices: Credit Card or Check
Members: $25
Guests: $30
Students: FREE
Retired/Unemployed: $12
Menu (buffet-style):
Meat lasagna, gluten-free entrée
(chef’s choice), green beans, po-
lenta, green salad, fresh fruit and
an assortment of desserts
Registration Contact:
Register Online HERE!
Questions? Contact Sheena Kafer
or Julie Mills at julie.mills@stinnett-
associates.com
Note: General meetings are
held the 2nd Thursday of the
month, unless otherwise noted.
To register for the September Tulsa IIA meeting, please visit:http://
www.eiseverywhere.com/275365 and submit your registration online. You may
also use the same link to cancel a reservation.
All cancellations of reservations must be made before noon on the day before
the meeting. Unfulfilled reservations will be billed as the IIA is billed at the
reservation rate, not attendance.
How to Create a Jerk-Free Workplace Presented by Kevin Kennemer, The People Group Founder
Kevin Kennemer is a great work-
place advocate, freelance HR con-
sultant, speaker and writer of The
Chief People Officer blog. His blog
is considered one of the best blogs
on leadership by HR Blogger. Kevin
founded The People Group to help
employers create a competitive ad-
vantage by building a great culture
for employees.
Kevin possesses the experience, passion and tenacity to make
things happen. He formerly served as workplace consultant and
people champion as the Chief Human Resource Officer for
SemGroup, an international energy company that rose from ob-
scurity to #5 on Forbes list of largest privately held companies in
the United States. Kevin also served as Director of Human Re-
sources for Thrifty Car Rental, a division of Dollar Thrifty Automo-
tive Group, Inc.
He holds a bachelor’s degree in Business Management from Oral
Roberts University and a Master’s Degree in Organizational Man-
agement from the University of Phoenix.
.
Please note the date
FROM TULSA INTERNATIONAL
AIRPORT
Take interstate 244 West and after
downtown Tulsa follow the signs
towards Sand Springs, (64/51 also
known locally as the Keystone Ex-
pressway or the Cimarron Turn-
pike). Stay in the right lane on
64/51 and exit on the Gilcrease
Museum Road and then turn right.
At the next traffic light (Edison) turn
right. Travel ½ mile and turn left on
Union Ave. Club entrance is imme-
diately on right.
FROM RIVERSIDE DRIVE
NOT recommended due to con-
struction. Travel north on River-
side until you come to Denver Ave-
nue and merge to the right. Once
on Denver, travel approximately
1.5 miles to Edison and turn left.
Travel approximately 1 mile to Un-
ion (you will pass the golf course
on the right). Turn Right on Union.
Club entrance is immediately on
right.
FROM THE BROKEN ARROW EXPRESSWAY (64/51)
Travel Westbound on 64/51. After passing through downtown Tulsa the road curves right heading
North. (Make sure you stay on 64/51) Immediately after the curve start getting in the left lane to exit
toward Sand Springs. (This is kind of a bad spot traffic wise because you have to cross three lanes of
traffic fairly quickly). After the Sand Springs exit get in the right lane and exit on Gilcrease Museum
Road and turn right. At the next traffic light (Edison) turn right Travel ½ mile and turn left on Union Ave.
Club entrance is immediately on right.
Parking N
Un
ion
Ave
W Edison St
Join us at the TULSA COUNTRY CLUB (red star below) located at 701 N. Union Ave., Tulsa, OK.
We hope that you can join us as we kick off out 2017-2018 chapter year!
Directions
Summary of Planning Activities During the July board meeting, the Board of Governors discussed key performance indicators for the 2017-2018 chapter year. Below is an outline of the areas we will be tracking:
Education: Offer high quality continuing education to our chapter members.
• Number of hours offered
• Quality (satisfaction ratings goal)
• 2016-2017 chapter year had a 3.5 on a 4-point scale
Community Outreach: Provide opportunities for members to participate in activities that benefit the com-munity and the profession.
• Number of community events offered
• Impact of events offered (i.e. how many people helped pounds of clothing donated, number of food bas-kets provided, etc.)
• Number of chapter members participating
Member Participation: Maximize member participation at all chapter events.
• Number of members attending monthly chapter meetings
Last year’s goal was 80 members per meeting
• Number of members attending educational offerings
• Number of members who increase attendance
• Number of events each board member attends
• Recognize members with perfect attendance
Awareness: Increase awareness of chapter committees
• Invite at lease one committee member to the podium at each monthly chapter meeting
• Publish committee highlights in newsletter
Thought leadership
• Lead an awareness campaign to inform members of ways they can contribute to the profession
• Announce member contributions at chapter meetings and in newsletter
Chapter Achievement Program (CAP) The Chapter Achievement Program (CAP) is an achievement/recognition program for chapters in North America
that uses points /credits to recognize chapter activities that align with the North American Strategic Plan in three
service categories: Service to Members, Service to the Profession, and Chapter Reporting. There are many
things members can contribute to helping the chapter earn points.
Members and member companies who participate or perform the following activities can earn points for our
Chapter:
• Speaking engagements inside or outside your organization
• Receive a Quality Assessment for your audit shop
• Participate in a QAR quality review team (IIA and non-IIA sponsored)
• Published articles
• Junior Achievement Volunteer hours
• …and many more programs.
If you have participated in any of these programs, please contact Cathy Criswell or any club officer to earn
achievement points for the chapter and continue our tradition of excellence.
Highlights
Chapter Website Up-dates
The new membership
portal, My IIA allows you
to customize the infor-
mation you receive from
The IIA. Select the top-
ics you are interested in,
then customize your
Preferences on how you
wish to communicate
with us. You can update
your profile at any time.
Get started now!
Have you changed em-
ployers lately or had
other contact infor-
mation changes?
Keep your IIA profile up-
to-date by logging onto
the IIA website:
https://
chapters.theiia.org/tulsa/
Click on the “Update
Your Profile” link in the
upper left corner of the
page. Your IIA profile
provides us with cur-rent
information to keep you
informed and involved.
Don’t forget to make
sure your communica-
tion preferences are up-
to-date so that you don’t
miss any Chapter news!
Jason Addison ConocoPhillips
Welcome
If your company has job openings and would like to publish on our IIA
Chapter Careers webpage, please send information to Shannon Lofthus
Please include the following on a single page:
Company logo, brief position description, qualifications and responsibilities,
and contact information
Company Position
1. BOK Financial Corporate Audit Director
2. BOK Financial Senior Corporate Auditor
3. Cherokee Nation Businesses Auditor I-V
4. CommunityCare Internal Auditor/Compliance
5. Magellan Midstream Partners **Internal Audit Specialist - Financial
6. Magellan Midstream Partners **Internal Audit Specialist - Construction
7. ONEOK **Data Analytics Auditor II
8. Stinnett & Associates Senior Manager
9. Stinnett & Associates Senior Associate
10. Stinnett & Associates IT Auditor
11. The Williams Companies Senior Auditor
** Denotes new position listing since last newsletter.
Opportunities
Here’s how it works…
The Perks: Any Company or individual IIA mem-
ber can purchase as many (or as few) tickets as they would like for the current
2017-2018 season at $23 per ticket, $2 discount.
The Rules: Tickets are to be used by IIA members for the regularly scheduled
monthly meetings, which are September through May. Tickets can also be used
for the Joint Meeting in December. Unused tickets expire after the May meeting
and can not be rolled over to the 2018-2019 season. Tickets can not be applied
toward other IIA events including seminars or conferences. Advance Discount
Tickets must be purchased in advance. Hurry! The last day to purchase advance
tickets is October 31, 2017. Payment for tickets may be made at the door only
upon prior request and confirmation from the Treasurer, Robyn Cannon
([email protected] or 918-748-4112).
We are not accepting credit cards as a method of payment for advance tick-
ets; advance ticket purchases need to be paid by check.
Tickets
Ethics and Compliance Program Effectiveness September 19, 2017 | 1:00-2:00 p.m. ET | 1 CPE
This webinar tackles the challenging problems associated with evaluating ethics and compliance program effec-tiveness. Ever-changing external requirements, board expectations, and the leadership team’s focus on compli-ance continue to increase the need to know if gaps exist in an organization’s ethics-related behaviors, and if the organization’s culture supports doing the right thing from an ethics standpoint.
The presenter will describe a framework to support internal audit’s role in ethics and compliance program effec-tiveness and measure the “strength” of the organization’s culture. The framework can be used to examine the application of ethical standards, how organizations investigate and address grievances, external financial disclo-sures, and how the culture impacts the ability of employees to work consistently with ethical expectations. Learn more here.
Please join us in congratulating the following individuals on their recent certifications:
Sarah Kuhn Certification in Risk Management Assurance (CRMA)
Michael Miller Certified Internal Auditor (CIA)
Corner
Webinars
Volunteers Planning for our 2017-2018 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 help give back with the Tulsa
Chapter.
Meet the Firms Event - September 6
The Academic Relations Committee is participating in a Meet the Firms event at the Uni-
versity of Tulsa on the evening of September 6. Anyone interested in advocating for the
IIA or promoting specific Internal Audit positions are their company are invited to attend.
Please contact Sarah Kuhn at [email protected] or 918-850-3321 if you are interested
in participating.
Dress for Success Clothing Drive - September through October
The IIA Tulsa Chapter will be hosting another clothing drive to benefit Dress for Success Tulsa.
The drive is not limited to women, as men’s clothing will be donated to Goodwill facilitated by
Dress for Success. We will be collecting clothes during the September and October general
meetings, so clean out your closets for a good cause!
The IIA Tulsa Chapter Presents: Danny Goldberg’s Optimized Critical Thinking
Instructor Overview: Danny Goldberg - CPA, CIA, CISA, CGEIT, CRISC, CRMA, CCSA, CGMA
Course Description:
Danny M. Goldberg is a well-known speaker on internal auditing and People-Centric Skills. Danny co-authored People-Centric© Skills: Com-munication and Interpersonal Skills for Internal Auditors, via Wiley Pub-lications.
Danny has over 18 years of professional experience, including five years leading/building internal audit functions. Danny was named as one of the Fort Worth Business Press 40 Under 40 for 2014.
Danny is also accredited as the Professional Commentator of the Bureau of National Affairs – Internal Audit: Fundamental Principles and Best Practices (Professional Commentator). This book was authored by re-nowned audit scholars Curtis C. Verschoor and Mort A. Dittenhofer – co-author of Sawyer’s Internal Auditing.
For more information, please visit https://www.goldsrd.com
Critical thinking is an important component
of most professions, especially in special-
ized fields such as internal audit. As audi-
tors, the ability to optimize our critical
thinking skills will assist in distinguishing
auditors as value-added employees to an
organization.
This is a one day detailed course on getting
the most of our auditors and thinking out-
side the Box. This course will assist
attendees in understanding the concepts of
critical thinking and applying it to all as-
pects of the audit process.
Seminar Details:
Tuesday, November 7th, 8:30am - 4:30pm Tulsa Wyndham Hotel 10918 E 41st St, Tulsa, OK 74146 Breakfast and Lunch will be catered by the
Wyndham Hotel.
Registration: http://www.eiseverywhere.com/ehome/274638
Individual Rate: Tulsa IIA Members - $250 All other Individuals - $300 Group Registration Rate: 4 or more Individuals - $225/person *register as a group to receive the discount
Contact: Matthew Barth
CIA® Review Seminars – The IIA's Southern Regional Conference
Austin, TX | Sept. 17–20, 2017 | Hilton Austin Hotel
Don't miss this opportunity to kick-start your CIA preparations with a live, instructor-led CIA exam prep course at The IIA's Southern Regional Conference Austin, Texas!
Enrollment is limited. Register now!
Dates:
CIA Part 3: Sunday, Sept. 17, 1:00 – 5:00 p.m. & Monday, Sept. 18, 10:15 a.m. – 5:20 p.m.
CIA Part 2: Tuesday, Sept. 19, 10:15 a.m. – 5:20 p.m.
CIA Part 1: Wednesday, Sept. 20, 12:00 – 5:00 p.m.
Receive Version 5.0 of The IIA's CIA Learning System including self-study printed books, e-book, online software access and a slide book for each part in which you enroll.
Get a high level introduction and overview of the topics covered on the CIA exam.
Reinforce your CIA knowledge, clarify exam topics, and build exam-day confidence.
Enjoy expert instruction and discussion led by a CIA-certified expert instructor.
Work through practice exam questions.
Learn test taking tips.
Cost: $300/part*
Events Sept. 4 5:00pm Last Day to Register for the September General Meeting
Sept. 6 Evening Volunteer Opportunity: Meet the Firms University of Tulsa
Sept. 7 11:30-1:00pm September General Meeting
The September and December meetings will be held on the first Thursday of their corresponding months due to sched-uling conflicts at the venue. Remember your donations for the Dress for Success clothing drive!!
Tulsa Country Club
Sept. 17-20 Times Vary IIA Southern Regional Conference Hilton Austin Hotel Austin, TX
Sept. 19 12:00-1:00pm Members-Only Webinar: Ethics and Compliance Program Effectiveness
Online
Oct. 31 5:00pm Last day to purchase Advanced Tickets
Nov. 7 8:30-4:30pm Fall Seminar: Danny Goldberg’s Optimized Critical Thinking Tulsa Wyndham Hotel
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]
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]
Programs Matthew Barth 918-227-8206 [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 Expiration Name Phone Email
May-20 Dustin Dye 918-384-6729 [email protected]
May-20 David Hurd 918-740-5740 [email protected]
May-20 Debbie King 918-732-1386 [email protected]
May-20 Sarah Kuhn 918-661-4590 [email protected]
May-19 Chris Carter 918-236-4797 [email protected]
May-19 Ronny Johnson 918-740-6777 [email protected]
May-19 Becky Keesling 918-921-3057 [email protected]
May-19 David Kinkaid 918-607-0405 [email protected]
May-18 Terry Cloud 918-744-2126 [email protected]
May-18 Michelle Minton 918-524-8361 [email protected]
May-18 Mo O’Connor 918-477-4447 [email protected]
May-18 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]