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IIA | Tulsa Chapter Newsletter
THE WORKPAPERS
~Matthew, Chapter President
It’s the end of October, a chill in the air stings like a
bee.
Candy stocks the shelves as far as the eye can see.
It’s Halloween, but something else is haunting you at
the core of your being.
Is it a goblin, monster, or ghost?
No, but it could hurt the most.
It’s approaching; why am I struck with fear?
Employee Evaluations are here!
In every employee evaluation I have been a part of, there was always one thing in common: (No, not low scores) Soft Skills. Communication, critical thinking, and leadership continue to rank among the highest top-ics in our chapter’s annual survey for a good reason. These are the per-sonal traits and interpersonal skills required to succeed and advance in Internal Audit profession. Training for soft skills is isn’t natural for most auditors; you can’t improve them by staring at a computer screen, study-ing, or a through a certification process. Training is performed through real life experiences and requires you to put yourself out there to im-prove your interactions with people.
But never fear, the Tulsa IIA has you covered. Eliot Stenzel is coming all the way from Albuquerque, New Mexico to share with us his training techniques on how to improve one of the most important soft skills - Communication. Eliot’s Seminar will be very fun and interactive, covering things like recognizing body language, communication and presentation skills, listening, and emotional intelligence. The cost is only $75 for 8 hours of CPE and includes lunch. You can register online at: http://www.eiseverywhere.com/372861. So why not have some fun practicing and improving your communication skills with us on November 14th and walk into your next employee evaluation like a rock star. If I see you there, I promise I won’t write anymore cheesy poems.
November 2018
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
• Call for Volunteers
• Members-Only
Webinars
• Advanced Tickets
• ACL User Group
• Welcome New
Members
• IIA Early Birds
• Employment
Opportunities
• Certification Corner
• Fall Seminar
• Tulsa Chapter 2018-
2019 Officers, Commit-
tee Chairs, and
Governors
Message
2018-2019 President
Connected
Announcement Topic:
Agile Internal Auditing
Where:
Tulsa Country Club
701 N. Union Ave.,
Tulsa, OK 74127
(Refer to map on page 3)
When:
Thursday, November 8, 2018
Agenda:
Registration: 11:30 AM
Lunch & Speaker: Noon
Reservation Deadline:
Tuesday, November 6, 2018
Prices: Credit Card or Check
Members: $25
Guests: $30
Students: FREE
Retired/Unemployed: $12
Menu (buffet-style):
Roasted turkey, roasted chicken
with cider reduction, green beans,
mashed potatoes, green salad,
fresh fruit, bread and an assort-
ment of desserts
Registration Contact:
Register Online HERE!
Questions? Contact Leslie Clarke
at [email protected] or Brittanny
Slusher at [email protected]
Note: General meetings are
held the 2nd Thursday of the
month, unless otherwise noted.
To register for the November Tulsa IIA meeting, please visit: http://
www.eiseverywhere.com/374385 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.
Agile Internal Auditing Presented by Chris Hill, Senior Manager, Deloitte & Touche LLP
Chris Hill, Senior Manager, Deloitte & Touche
LLP, is an experienced Senior Manager spe-cializing in internal audit, internal controls and
business transformation, with a focus in the oil
and gas industry. He has recently led several
efforts internal and external to Deloitte to pro-vide innovative strategies to internal audit.
Chris has played a lead role in projects with
responsibilities including project oversight, in-
ternal audits, business process assessment and redesign, developing robust process documentation and
flowcharts, and developing client audit and compliance strategies.
Chris has been with Deloitte’s Internal Audit practice for 15 years.
This presentation will review the Agile methodology for internal
audit, including its basic principles, benefits, implementation strat-
egies, and lessons learned.
Objectives:
• Understand the key principles of Agile auditing
• Understand the pros and cons of Agile auditing
• Understand lessons learned from other internal audit de-partments who have implemented Agile
• Understand practical strategies for implementing Agile methodologies in internal audit
Experience Level: Basic / Intermediate
Prerequisite: None
CPE: 1 Hour
FROM TULSA INTERNATIONAL
AIRPORT Take interstate 244 West and after
downtown Tulsa follow the signs to-
wards Sand Springs, (64/51 also
known locally as the Keystone Ex-
pressway or the Cimarron Turnpike).
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 immediately on right.
FROM RIVERSIDE DRIVE Travel north on Riverside until you
come to Denver Avenue and merge to
the right. Once on Denver, travel ap-
proximately 1.5 miles to Edison and
turn left. Travel approximately 1 mile to
Union (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 our 2018-2019 chapter year!
Directions
Reminder!!
As we get into our active
Chapter year, now is a
good time to review your
contact information on your
IIA profile and to ensure
you’re able to access your
account online. It’s im-
portant to keep this infor-
mation up to date so that
you continue to receive
Tulsa Chapter notifications,
receive the Member rate
on your Tulsa Chapter
meetings and conferences,
and receive customized
communications directly
from The IIA. Get started
now!
You may also find this
newsletter information and
more about The IIA - Tulsa
Chapter at:
https://chapters.theiia.org/
tulsa/
The proposed bylaws
which were voted on and
adopted during the October
meeting are posted to the
“Members Only” page.
Don’t forget to make sure
your communication prefer-
ences are up-to-date so
that you don’t miss any
Chapter news!
Chapter Email Update
During the October general meeting, Matt announced that The IIA is moving to
a centralized email account. We will no longer be using the Gmail accounts
created for each officer position. In order to ensure you receive Chapter com-
munications and future newsletters, be sure to add [email protected]
to your address book today. This will include current and future newsletters,
CPE certificates for meeting and seminar attendance, and any other communi-
cation that will be sent to our member directory who have opted in to email
communications.
If you have not updated your communication preferences recently, now would
be a great time to do so to ensure your current email address is set up on your
IIA profile and your communication preferences are set.
Chapter Achievement Program (CAP) The Chapter Achievement Program (CAP) is an achievement/recognition pro-
gram for chapters in North America that uses points /credits to recognize chap-
ter activities that align with the North American Strategic Plan in three service
categories: Service to Members, Service to the Profession, and Chapter Re-
porting. There are many things members can contribute to helping the chapter
earn points.
Members and member companies who participate or perform the following ac-
tivities 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 con-
tinue our tradition of excellence.
Highlights
Did You Know Internal Auditor Magazine Is Free to all IIA
Members?
As the leading resource covering the profession, Internal
Auditor magazine delivers diverse and dynamic content.
The award-winning articles, blogs, and videos are au-
thored and reviewed by experts in the field, and can be
enjoyed in print, online, or mobile devices.
Tap into The IIA’s top member benefit now.
Artificial Intelligence and Robotic Process Automation: Opportunity and Responsibility for Internal Audit November 13, 2018 | 1:00-2:00 p.m. ET | 1 CPE
Business adoption of artificial intelligence (AI) and robotic process automation (RPA) brings both opportunity
and responsibility for internal audit. Internal audit has the opportunity to be a trusted advisor and collaborate with
the other functional and business unit leaders on ways to enhance the control environment as business process-
es are redesigned and automated using AI and RPA. Within internal audit, new testing approaches will be need-
ed for automated processes. Internal audit professionals also have a responsibility to understand risks intro-
duced by AI and RPA and ensure their firm’s controls are well designed and operating effectively to mitigate
those risks. They have a vital role to play in helping the business design and develop responsible AI; that is, es-
tablish assurance processes to manage the impact associated with risks like bias and security. And, perhaps the
greatest opportunity: testing of controls and other departmental tasks can be automated through RPA, expand-
ing internal audit’s capacity and freeing auditors to focus on more value-added activity. Learn more.
Webinars
Contact any Officer or Board member for more information on ways you can help give back with the Tulsa
Chapter.
Academic Relations Update The Academic Relations committee members have been busy the past few weeks with multiple student events
at TU and NSU-BA. All of the events focused on Internal Audit as a career option and we had several students
ask us questions about what it is like to be an internal auditor. We were also able to hand out information,
swag, and candy! These events would not be possible without the volunteers who show up and spent time
talking with students. So far this year we have connected with close to 100 students! If you are interested in
attending or participating in an upcoming panel discussion at ORU or NSU please let us know. And if you see
a student at your table during a monthly luncheon, be sure to tell them how glad you are that they came to
learn more about what we do. For questions or if you’re interested in volunteering with the Academic Rela-
tions Committee, please contact Sarah Kuhn ([email protected]) or Emily Marang ([email protected]).
Volunteers
Salvation Army Angel Tree Christmas is just around the corner and the Tulsa
Chapter will once again partner with the Salvation
Army to help those less fortunate through the
Salvation Army Angel Tree. The date for the volun-
teer opportunity will be announced shortly. We will
have 30 minute shifts to be onsite at the Angel Tree to
help potential donors with selecting a child to brighten
their Christmas season, answer questions and process gifts. Please consider
taking part in this wonderful event.
If you are interested in volunteering for the Angel Tree, please con-
tact Jeanette Franco at [email protected] as soon as
possible for further details, as spots fill up quickly!
Here’s how it works…
The Perks: Any Company or individual IIA member can purchase as many (or as few) tickets as they would like
for the current 2018-2019 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 2019-2020 season. Tickets can not be applied toward
other IIA events including seminars or conferences. The last day to purchase advance tickets is October 31,
2018. Please contact the Treasurer, Emily Marang at [email protected] or (918) 728-8756 for additional
information or to purchase tickets.
Please note, tickets must be purchased using cash or check. We cannot accept credit cards in this in-
stance.
Tickets
Welcome Austin Davis ConocoPhillips
Sara Burkhalter ONE Gas, Inc.
Maxx Goad ONE Gas, Inc.
Zachary Flournoy Stinnett & Associates
Karla Selle Stinnett & Associates
Anthony Taylor Stinnett & Associates
Jennifer Carroll The Williams Companies
Brittany Pugh The Williams Companies
User Group ACL User Group Meeting Thursday, November 8 from 1:15-2:15 immediately following the IIA General Meeting
Tulsa Country Club Boardroom
CPE Credit will be provided for this meeting..
Agenda:
• ACL User Group Info / Introductions
• What’s New in ACL Analytics: Information “hot off the presses” from ACL Connections conference
• Group Discussion: Open for questions/comments/suggestions
• Volunteers/Ideas/Wish List for future User Group Presentations/Demos
If you plan to attend, please contact Kerri ([email protected]).
IIA Early Birds
The Tulsa IIA Chapter will offer morning sessions for our members who enjoy getting continuing edu-cation along with their morning coffee.
Rushing To Get Your Ethics Hours?
When: Tuesday December 4 – 7:30 – 9:30
Where: Tulsa Country Club
CPE hours: 2
Cost: $40 – includes breakfast and COFFEE
Facilitators: Cathy Criswell
Register online by Friday, November 30 at: http://www.eiseverywhere.com/378128
For additional information, contact [email protected].
Early
If your company has job openings and would like to publish on our IIA Chapter Careers webpage, please send information to
Shannon Lofthus ([email protected]) and Kristy Hancock ([email protected]).
Please include the following on a single page:
Company logo, brief position description, qualifications and responsibilities, and contact information
Company Position
1. Magellan Midstream Partners **IT Audit Specialist
2. Magellan Midstream Partners **Audit Services Manager
3. ONEOK, Inc. **Auditor
4. Saint Francis Health System Internal Audit Supervisor
5. Stinnett & Associates **Associate
6. Stinnett & Associates IT Auditor
** Denotes new position listing since last newsletter.
Opportunities
Please join us in congratulating the following individual on their recent certifications:
Jamie Fleck Certified Financial Services Auditor (CFSA)
Sarah Kuhn Certification in Control Self-Assessment (CCSA)
Corner
A graduate of the State University of New York at Buffalo with an MBA, Eliot brings his 30 plus years of
accounting and audit experience to help you maximize your business.
He has taught all over the world for the Orlando, Florida based Institute of Internal Auditors, is a Chief
Accountant for a software as a service (SaaS) company in Albuquerque, New Mexico, worked as a pro-
duction controller on 5 motion pictures and helped numerous individuals and companies with their tax
obligations.
Eliot has instructed accounting and audit staff of the Navajo Nation, the Ministry of Finance Vietnam, the United Nations World
Food Program, an oil services company in Suriname, South America, the Panama Canal Commission, Los Angeles Metro Trans-
it and more.
His work in motion picture production helped earn $10 million in tax rebates. Eliot also negotiated with the IRS to reduce a
client tax liability by $250K, and as Chief Accountant for a SaaS company shepherded the growth of the client’s revenue from
zero to $1.5 million annually in a few short years.
2018
Brought to you by the IIA Tulsa Chapter
DATE & TIME
WEDNESDAY
NOVEMBER 14, 2018
8:00AM - 4:30PM
LOCATION
ALOFT
6719 s 104TH E AVE
(71ST & 169)
SPEAKER
ELIOT STENZEL, CPA, CIA
8 372861
75
• Recognizing body language cues
• Words versus ideas
• The communications model, noise versus message
• Appealing to the senses
• The art of listening and silence
• Getting rid of the ums and ahs
• Relaxation techniques
• Interview/presentation skills
• Auditor stereotypes
• The 4 types of communicators
• Emotional intelligence
• Personal skills inventory as baseline for improvement
• and more
Tulsa Chapter 2018 - 2019 Officers, Committee Chairs, and Governors Officers and Committee Chairs
Position Name Phone Email
President Matthew Barth 918-227-8206 [email protected]
Advocacy Matthew Barth 918-227-8206 [email protected]
ACL User Group Kerri Surdahl 918-661-7444 [email protected]
Bylaws Michelle Minton 918-524-8361 [email protected]
CAP/Long-Range Planning Matthew Barth 918-227-8206 [email protected]
Certification Shannon Lofthus 918-281-8453 [email protected]
Chapter Specialty Centers Matthew Barth 918-227-8206 [email protected]
Research Jim Sleezer 918-853-5114 [email protected]
1st Vice President Robyn Cannon 918-748-4112 [email protected]
Programs Committee Chair Robyn Cannon 918-748-4112 [email protected]
Programs Committee Member Cathy Criswell 918-596-7505 [email protected]
Programs Committee Member Jim Sleezer 918-853-5114 [email protected]
Programs Committee Member Sarah Kuhn 918-661-4590 [email protected]
Programs Committee Arrangements Vicki Peters 918-596-7528 [email protected]
Newsletter/Publicity/Placement Shannon Lofthus 918-281-8453 [email protected]
Webmaster/Website Kristy Hancock 918-697-3449 [email protected]
2nd Vice President Sarah Kuhn 918-661-4590 [email protected]
Admission & Membership Sarah Kuhn 918-661-4590 [email protected]
Community Relations Jeanette Franco 918-588-7498 [email protected]
Hospitality Robyn Cannon 918-748-4112 [email protected]
Treasurer Emily Marang 918-728-8756 [email protected]
Budget & Finance Emily Marang 918-728-8756 [email protected]
Attendance Leslie Clarke 918-606-1153 [email protected]
Attendance Brittanny Slusher 918-921-3062 [email protected]
Secretary Tolu Ogunseye 918-588-7480 [email protected]
Historian Vicki Peters 918-596-7528 [email protected]
Academic Relations & Scholarship Sarah Kuhn 918-661-4590 [email protected]
Academic Relations & Scholarship Emily Marang 918-728-8756 [email protected]
Awards Cathy Criswell 918-596-7505 [email protected]
Appointed by Board of Governors
Audit Committee Brian Wandel [email protected]
Nominating Cathy Criswell 918-596-7505 [email protected]
Governors
Term Expiration Name Phone Email
May-21 Terry Cloud 918-586-4708 [email protected]
May-21 Michelle Minton 918-524-8361 [email protected]
May-21 Mo O’Connor 918-477-4447 [email protected]
May-21 Marnie Padilla 918-261-3224 [email protected]
May-20 Dustin Dye 918-384-6729 [email protected]
May-20 Hannah Hallock 918-661-1787 [email protected]
May-20 David Hurd 918-740-5740 [email protected]
May-20 Debbie King 918-732-1386 [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]
Past Presidents
Past President 1 Cathy Criswell 918-596-7505 [email protected]
Past President 2 Jami Shine 918-615-7929 [email protected]