In This Issue
- President’s Message – 1
- CAE Corner – 1
- Chapter Meeting Notice– 2
- Other Meetings & Seminars – 4
- Career Opportunities – 4
- Certification Info –4
- Other Updates – 5
Royce Ramos, Rockwell Collins
Upcoming Membership Anniversaries:
1 Year – Jaqueline Gulick
2 Years – Vaughan Cromwell
5 Years – John Gerdes
6 Years – Pam Hill, Timothy Wesselink
7 Years – Ryan Murphy
8 Years – Kip Druecker
9 Years – David Cassini, Doug Harrison
11 Years – Jennifer Hunt, Leon Mayfield
Contact Us
Website
Upcoming IIA Conferences
Board Members
President Linda Januska
(319) 390-2697
Vice President Julie Hupp
(319) 263-1507
Secretary Yvonne Kenworthy
(319) 294-6135 x 1135
Treasurer Sarah Dickson
(319) 355-8516
Governors – 2nd Term Arlene Houk, Transamerica
Samantha Kalb, Mercy
Alan Moorhead, HNI
Cassie Myers, McGladrey & Pullen
Kevin Sheehan, Hills Bank
Pat Stepanek, GreatAmerica Financial
Terry Whaley, Rockwell Collins
Governors –1st Term Debbie Lenth, GreatAmerica Financial
Matt Meyer
Ryan Murphy, Rockwell Collins
Andrea Persaud
Chapter Committee Chairs
Academic Relations Kip Druecker
(319) 356-4755
Membership/Programs Julie Hupp
(319) 263-1507
Hospitality Samantha Kalb
(319) 369-4675
Newsletter Jeremy Bahl
(319) 734-4544
Website Management Ryan Murphy
(319) 804-5775
CAP Point Monitor Cassie Myers
(319) 367-0269
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President’s Message
Everyone is busy with the holidays. I hope you all enjoy the season and have a great 2015. Don’t forget to report your CPE through the Certification Management System. Click on the link to access the system. Certification Candidate Management System (CCMS)We have quite a lineup of events scheduled over the next few months. Check it out below.
We need volunteers for the nomination committee. The volunteers should not be current Officers or Governors. They would solicit nominations and send out ballots to elect our 2015 – 2016 Board.
Linda Januska
President, Heartland-Iowa IIA
CAE Corner - SmartBrief
The Audit Executive Center
Now through Dec. 31, 2014, you can join the Audit Executive Center. Annual subscription fees with the 20% discounted rate reflected are:
Professional level / US $716
Advocate level / US $1996
Ambassador level / US $3996
To join the Center and save 20% off the annual membership rate, please email , call +407-937-1111, or click Join Now to email the Center. This offer is valid for new members only, and service providers are not eligible.
Your history of strong performance landed you at the top of your profession. Your vision for the future — and your ability to deliver — is what will keep you there. The IIA’s Audit Executive Center gives you the tools, resources, and information you need as a chief audit executive (CAE) to stay on top by helping you stay ahead.
Be Empowered. Be Connected. Be Relevant.
Upcoming IIA Heartland Iowa Chapter Meeting/Event Schedule
Financial Institution Conference Call Meetings
Date: Thursday, January 21, February 18, March 31, 2015
Speaker: Cassie Myers, Manager – Risk Advisory Services, & Becky Rich of McGladrey
Location: Conference call with PowerPoint presentation, call-in number will be sent to registered attendees a few days prior to the meetings.
Cost: $10 each, or $25 for all three
CPE: 1 each (3 total)
Menu: N/A
RSVP: contact Julie Hupp at .
Ethics
Date: Thursday, January 22, 2015
Speaker #1: Michael Bootsma, Lecturer of Accounting, ISU
Speaker #2: Trisha Olson, Principal Manager of Ethics and Business Conduct, Rockwell Collins
Location: Clarion Hotel
525 33rd Ave SW
Cedar Rapids, IA 52404
Cost: $45 for IIA Members, $50 for Non-Members, $10 for Students (Check payable to Heartland Chapter IIA).Note: If you need to cancel your reservation, please do so by the RSVP deadline below or send a substitute. No shows will be charged.
CPE: 2
Meeting Schedule:
Registration: 11:15AM
Lunch: 11:30AM
Program: Noon – 2PM
Menu: Choice of:
Pulled Pork Sandwich with chips
Or Honey Mustard Chicken Croissant with chips
Or Chef Salad with choice of Ranch or French Dressing
RSVP: Reservatoins are due by Noon, Monday, January 19th, 2015. Contact Julie Hupp at .
About our Speaker:
Michael Bootsma graduated from Iowa State University with a Bachelor’s degree in Accounting and Finance. He graduated with a Juris Doctorate and Masters in Accounting from the University of Iowa. He is a licensed CPA and a licensed attorney in the state of Iowa. Michael has held various professional positions in the areas of law and accounting. He currently teaches law and taxation classes for Iowa State University.
Trisha Olson serves as the Ombudsman for Rockwell Collins. In this role she reviews reports to the company Hot Line from all internal and external sources. She and her team investigate every report and determine dispositions of each allegation. Trisha provides senior management with statistics regarding the number and types of Hot Line reports.
Accounts Payable Controls
Date: Thursday, February 19, 2015
Speaker: Linda Januska, Accounts Payable Manager, CRST
Location: TBD
Cost: $25 (Check payable to Heartland Chapter IIA)
CPE: 1
Meeting Schedule:
Registration: 11:30AM
Lunch/Program: Noon – 1:00
Menu: TBD
RSVP: contact Julie Hupp at .
Advanced Risk Assessment
Date: Tuesday, March 3, 2015
Speaker: Larry Hubbard
Location: Coralville Marriott
300 East 9th Street
Coralville, IA 52241
Cost: $285 early bird for IIA members by February 13th, $300 for Non-Members and registrations after February 13th(Check payable to Heartland Chapter IIA). NOTE: There is a MAX class size of 30, so make your reservations soon if interested.
CPE: 8
Meeting Schedule:
Registration: TBD
Program: TBD
Menu: TBD
RSVP: contact Julie Hupp at .
Other Area Meetings
Upcoming IMA Events Use Link Below:
Other Meetings & Webinars
Upcoming IIA Members Only WebinarsThe 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(1 CPE each).
8-January-2015: Exclusive Partnership Webinar: Anti-Fraud Collaboration: Building a Fraud-Resistant Organization
20-January-2015: Members Only Webinar: An Outlook on the Internal Audit Landscape for the Year Ahead
Details and registration at
Link to additional free CPE webinar opportunities:
Career Opportunities
If you wish to post a job opening in the chapter newsletter and on the chapter website, contact Linda Januska. The cost for members to post an ad is $25 per month.Certification Information
The CIA credential can be your master key to professional success, opening doors for career opportunities and earning you increased credibility and respect within the profession and your organization. Prepare to pass the Certified Internal Auditor exam using the IIA's CIA Learning System.You can do self-study with a kit that costs $845 for all parts.IIA members can save up to $100. These materials can be combined with an on-line Facilitator Led Course. For a list of on-line dates and times see the following link or click on the tile to the left:
Need to Extend Your Certification Window of Eligibility?
Certification candidates nearing the end of their four-year program eligibility window now have an opportunity to apply for an extension before exam parts already completed and passed expire. Information on who is eligible, deadlines, fees, how the extension works and more, is available here. If you are ready to take advantage of this one-time Certification Candidate Program Eligibility Extension, access CCMS now.
District Updates from Seth Peterson
Chapter Events3/3/15 – Advanced Risk Assessment (Coralville, IA)
4/19-4/21/15 – Leadership Academy (Orlando, FL)
8/24-8/25/15 – District Conference (Omaha, NE)
*Don’t forget to submit the Chapter Event Approval Form to me for any events 6 CPE or more.
IIA HQ Updates
CBOK – Participation in the previous CBOK study by members in the United States was much lower than other countries. There will be a big push for member involvement in 2015 (survey opens 2/2/15). There will be email communication about how to earn additional CAP points as well as some other incentives. There will be a potential for anyone submitting the survey to be entered for gift cards, and the chapters with the highest percentage participation will have a speaker provided for a meeting in 2015/2016 by the IIA. The survey will take about 45 minutes to complete, so it is time consuming.
IIA Career Map – The Career Map has been launched. If you haven’t had a chance to use this tool, I recommend completing the self-assessment. The tool identifies any gaps you may have in your current position as well as allows you to compare to future positions you would like to obtain. Then you can use the Development Plan Wizard to tailor a training program for yourself. The IIA will also be unveiling TeamBuilder which allows you to aggregate the skill set for your team in Q1 2015.
Industry Centers – With the success of the Audit Executive Center and the American Center for Government Auditors, the IIA is looking at rolling this model out for other industries. The financial services industry will be the next to be rolled out, and I believe this will replace the Financial Services Audit Group. I believe the planned launch is sometime in 2015. Additional industries are being considered for a center, so stay tuned. The IIA will also be launching a Risk Resource Center similar to the COSO Resource Center.
Notice to members
Please update your profile information directly on the IIA Website.
From the IIA Research Foundation:
20% off the Chapter Book of the MonthTHIS MONTH’S FEATURE:
Quality Assessment Manual for the Internal Audit Activity
Regardless of industry, sector, or size, implementing a comprehensive Quality Assurance and Improvement Program (QAIP) is necessary to ensure the internal audit activity is meeting expectations of clients and stakeholders.
Get your copy of the Quality Assessment Manual for the Internal Audit Activity. This guide and offers practitioners:
- A clear outline of a quality assessment process flow that streamlines the gathering of evidence and eliminates duplication of work.
- Standardized tools that promote ease of use while achieving consistency in assessment techniques and documentation of results.
- A Tool Road Map that highlights the alignment of specific assessment activities with the mandatory guidance of the IPPF.