PRESIDENT’S MESSAGECIA Learning System to help you on your journey. Learn more at and explore for...
Transcript of PRESIDENT’S MESSAGECIA Learning System to help you on your journey. Learn more at and explore for...
1
ello Chapter Members! Happy Spring. There are only a few months left for the 2017‐2018 chapter year. I hope that
you have enjoyed our dinner meeting and webinar topics. And that you enjoyed our 75th Anniversary Gala where Mike
Duggan (Mayor, City of Detroit) and Richard Baird (Michigan Transformation Manager & Senior Advisor to the Governor)
were our special guests. There is a summary of our 75th Anniversary included in this newsletter. Kudos to our hard working
Board for their invested time and energy with the 75th Anniversary Gala!
As we continue celebrating 75 years, we thank you for your continued support. Our chapter members and volunteers play a
vital role in what we do. Without you, we could not successfully promote the profession; volunteer with Junior
Achievement; offer scholarships and our annual Student Night to future professionals. Our chapter supported The IIA
Research Foundation with a $7,500 donation as well as a $7,500 donation to the Michigan Education Excellence Foundation
during our Anniversary Gala. We have also supported Junior Achievement and University and College Accounting
Departments. Our members are speaking to college students about the profession. We continue to be recognized as a
Chapter of Excellence by The IIA.
PRESIDENT ’S MESSAGE
H
2
I have been a member of The IIA and the Detroit Chapter for 13 years and a Board member for four years. My membership
is valuable to me because it allows me to network with others locally and globally. It has opened doors to various volunteer
opportunities that allow me to give back to the profession. I encourage you go continue supporting our chapter by
attending dinner meetings, trainings, and webinars. Also, encourage others to join The IIA and our Detroit Chapter. We all
play an integral role in meeting our chapter needs.
We hope to see you at an upcoming dinner meeting (April 10th – Student Night ~ The Millennial Workforce and Strategies
for Success Panel; and May 8th‐Annual Federal and State Economic Update). Again, thank you for support!
Eulonda WhitmorePresident, The IIA Detroit Chapter
3
Eulonda Whitmore, CIA, CRMA, CCA‐President
Sajay Rai, CPA, CISSP, CISM‐ 1st Vice President
Karen Muglia‐2nd Vice President
Christine Dobrovich, CRMA‐Secretary
Pam Weipert, CPA, CIA, CGAP‐Treasurer Andy Rosick, CIA, CRMA
Jeff Bankowski, CPA, CIA, CFF, CRMA
Duane Borkowski, CIA
Lola Foster, CIA, CFSA
Sharon Gipson, CPA
Peter Hartung, CIA
Dr. Robert (Bob) Okopny, CIA, CMA, CFE
John Pagac
Matt Pear, CPA
LaVonda Ramey ,CPA, CGMA
Kevin Suksi, CPA
Dan Wiechec, CIA, CPA, CISA, CISSP, CFE, CITP
Dave Shears, CIA, CISA, CFE
Erin S. Erickson, CIA, CISA, CRMA
Administrative Roles Richard Cozart ‐ Website & Newsletter
Nichole McCarthy ‐Administrator
Mike Ross ‐ Photographer
Thanks to Our Officers and Board of Governors Your IIA Detroit Chapter Board Members are here to serve you! Many thanks to our chapter officers and board of governors who volunteer their time to support the chapter and promote the internal audit profession. Please know that you are appreciated!
4
Upcoming Chapter Webinars You can earn 1 CPE by attending our free webinars. Be sure that your IIA membership is updated to receive an invitation to our free webinars.
Date Topic Speaker
4/18/2018 Understanding the FCPA: Recent Trends and Considerations and Speaker
Scott Stringer and Amy Slevinski, Baker Tilly
5/24/2018 TBD TBD
Upcoming Chapter Events You can earn 1 CPE by attending our free webinars. Be sure that your IIA membership is updated to receive an invitation to our free webinars.
Date Location Preliminary Topics
4/10/2018 Vis‐Ta‐Tech Center of Schoolcraft College 18600 Haggerty Road Livonia, MI 48152
Student Night‐The 2017 Internal The Millennial Workforce and
Strategies for Success
5/8/2018 18600 Haggerty Road Livonia, MI 48152 Michigan State University Education Center 811 W.
Square Lake Road Troy MI
Federal and State Economic Update Joint Meeting with The IMA
5
If you are not currently certified, we encourage you to earn an IIA Certification that will open doors of opportunity to you. The IIA offers a
CIA Learning System to help you on your journey. Learn more at www.learncia.com and explore www.theiia.org for additional resources
to help you with preparing for the CIA, CGAP, CRMA, CFSA, and other certifications.
CERTIFICATION NEWS
CONGRATULATIONS ON EARNING YOUR CERTIFICATION IN 2017!!!!!
Martin Porea Jr.‐CIA Andrea Winters‐CIA Karen Harreld‐CIA
Irene Tucker‐QIAL Alan Demir‐CIA James Mills‐CIA
Uthman Alkusari‐CIA Joseph Baysdell, CIA Umarbek Rabbimov‐CIA
Tamra Matthew‐CIA DeShaundria Salter, CIA Kourtnie Braun, CIA
Feras Al Farahneh‐CIA Thomas Giles, CIA Stephen Gorham, CPEA
6
Did you know our chapter has more than 1,000 active members? We offer quality events and training, networking
activities, and volunteer opportunities to our members. To ensure that you receive communications and invites from us,
be sure to update your IIA Membership Profile especially if you have moved, been promoted or changed employers.
Your membership profile can be accessed by logging in at www.theiia.org ‐ Go to My Preferences, Click Chapters, and
ensure that “Yes” is selected for email so that you receive email communications from the Detroit Chapter. Also, take
time to update your profile, if needed.
And be sure to check your email “junk” box to ensure that chapter communications are not being routed there.
Do you know anyone interested in becoming a member? If so, encourage him/her to join.
MEMBERSHIP NEWS
7
BE REMINDED THAT MAY IS INTERNAL AUDIT AWARENESS MONTH
8
We are seeking nominations for the 2018 Internal Auditor of the Year award. The Internal Auditor of the Year is awarded to
one Internal Auditor to recognize leadership, exceptional achievement in business or significant contribution to the internal
audit community, including a desire to work with others to foster lifelong learning.
Eligibility and Selection Criteria: Each nominee should exemplify leadership, business acumen, commitment to the internal
audit profession and community service. To be eligible for the award, the nominee must be a member of the Detroit Chapter
of the IIA and have demonstrated any of the following:
• Internal Audit leadership in their position, industry, community, etc.;
• Support of IIA standards and compliance with the IIA code of conduct
• Commitment and clear contributions to the professional practice of Internal Auditing;
• Outstanding impact in the execution of their role as an internal auditor
• Active involvement in support of the community;
• Support and/or advocacy of the importance of lifelong learning
• Involvement in Internal Audit thought leadership initiatives and/or innovation
AWARDS & SCHOLARSHIPS
9
Expectations of the Award Recipient: The candidate selected to receive the award must be willing to participate in and speak at 2
related events:
• Participate in and speak at the Internal Auditor of the Year presentation ceremony
• Attend the subsequent Internal Auditor of the Year ceremony to introduce the next recipient and present the award to the
successor
The awards are scheduled to be presented at the May IIA Detroit Chapter Meeting. Additional information, including the
nomination form can be found online @chapters.theiia.org/Detroit.
For all inquiries, please contact [email protected] or Sharon Gipson, Awards Committee Chair ([email protected]).
Nominations must be submitted by April 10, 2018.
10
Over the years, our chapter has established and maintained a relationship with Junior Achievement of
Southeastern Michigan whose purpose is to inspire and prepare young people to succeed in a global
economy. JA teaches children financial literacy, career readiness, and fostering the entrepreneurial spirit. In
the past, we have volunteered with JA to teach students the importance of budgeting money. On February
8th, in honor of our 75th Anniversary, our chapter volunteered with JA's Journey to Jobs event, which about
600 high school students learned about career possibilities from more than 20 organizations ranging from
small businesses to some of the largest corporations in Detroit. Our 20 volunteers guided groups of
students to the company displays and even connected and spoke with the students about their companies
and the internal audit profession. Today's students represent tomorrow’s professionals and our chapter is
happy to be a part of investing in and educating today's students.
JUNIOR ACHIEVEMENT‐ JOURNEY TO JOBS
11
We had the opportunity to discuss the importance of earning a certification with Karen Harreld (Corporate Auditor, Blue Cross Blue Shield of Michigan) who is a new CIA. Karen was recognized at the October 2017 IIA Detroit Chapter Dinner Meeting for earning her CIA.
What is your current role and employer?Senior Corporate Auditor, Blue Cross Blue Shield
What made you have an interest in earning your certification?I have always had an interest in earning my CIA designation, however, finding the time to study and prepare was a challenge. After joining BCBSM in 2015, I really saw the impact and value certifications have across the enterprise. I made the conscious decision to apply for the certification and made it a priority.
Would you encourage others to earn a certification? If so, why?Absolutely, the CIA designation is the only globally accepted designation for internal auditors and the standard by which individuals demonstrate their professionalism in internal auditing. Earning the CIA designation is a great way for audit professionals to communicate to the world that they are prepared to meet today’s challenges.
Thoughts from a New CIA!
12
What tips would you share with those preparing for the CIA exam? Map out a plan for success. The IIA’s CIA exam prep offers a nice study guide to assist. Try to allocate a small amount of time over several days in a week versus just the weekend. I used my lunch hour a couple times
a week to read material or practice exam questions Find a study group to practice with. Facebook has a group called “Pass the CIA Exam” where members discuss and share study
tips and questions.What do you like to do for fun?I enjoy practicing yoga. I have noticed the benefits of both the physical strength it creates and the mental stress relieving aspects ofthe practice. Yoga has taught me that no matter the situation you are in, if you can control your breath, you will be just fine.
Karen HarreldSenior Corporate Auditor, Blue Cross Blue Shield
13
CHAPTER ACHIEVEMENT PROGRAM (CAP) The CAP recognizes chapter activities that align with The IIA North American Strategic Plan. Chapters earn points from providingservice to members and the profession. The program also provides a means to evaluate chapter success based on minimum standards set by The IIA. Help our chapter earn CAP points by letting us know about your recent internal audit articles, speaking engagements, presentations, participation in Junior Achievement, or interns hired. Share details (date, duration, etc.) with Matthew Pear (CAP Committee Chair) at [email protected]
On February 15, 2018, The IIA Detroit Chapter hosted its 75th Anniversary Gala at the Detroit Historical Museum. 120 guests attended,
representing a diverse group of professionals as well as university students in our region. Our keynote speakers were Mayor Mike
Duggan and Mr. Richard Baird, Transformation Manager for the State of Michigan, who spoke about all of the fantastic transformation
activities, development and growth in Detroit and in Michigan. In addition, we presented a $7,500 donation to the Michigan Education
Excellence Foundation, and we highlighted our support of Junior Achievement through the years. We also spoke about our history and
acknowledged our past Presidents as well as our oldest and newest members. After the presentations, we enjoyed a strolling dinner in
the “Streets of Old Detroit”. It was truly a wonderful celebration of our history. We look forward to continuing our mission of promoting
the internal audit profession, ethical standards, continued education, and community service – quite simply, to be agents of positive
change in our organizations, in our region, and in the world!
Special thanks to our presenters and to everyone who helped make the event a great success!
Special thanks to our generous sponsors!
75TH ANNIVERSARY GALA
14
Platinum – Deloitte, Experis, PricewaterhouseCoopers, Rehmann
Gold – Grant Thornton
Silver – Plante Moran
Bronze – Luminay Consulting, Orion Solutions
Planning Committee: Karen Muglia, Jeff Bankowski, Eulonda Whitmore, Alan Demir, Andy Rosick, Pam Weipert and Nichole
McCarthy.
Below are some photos with highlights from the gala. Additional photos are available on our website.
15
75th Anniversary Gala Sponsors
18
20
75th Anniversary Gala
21