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August 2008 The chapter year is underway! Everyone should have received the event announcement for our first meeting and membership appreciation event scheduled for September 9th at Miller Park. Dr. Larry Rittenberg, COSO Chairman and UW-Madison Ernst & Young Professor of Accounting, will discuss controls monitoring and governance. Following a reception and networking with fellow professionals, you will have the opportunity to catch some exciting Brewers baseball action! Please continue to check our website for future events, news, job postings and other audit resources. As in the past, our primary method of communication is through the website and email. If you have changed jobs, moved, or have profile changes, please update your information by visiting the IIA at www.theiia.org or calling the IIA’s Customer Service at 407-937-1100. Do you want to get involved in your local chapter? Please contact me or any of your board members and we will gladly get you on a committee or get you involved. If at anytime during the year you have any questions, comments, or suggestions please don’t hesitate to contact me. Thank you! July 2008 Welcome to our new chapter year! We have already begun planning for 2008 – 2009. Shortly, you will be receiving a survey via email. In order to offer programs to meet your needs, please take some time to complete the survey. Feedback is essential for a successful year. Share with us your thoughts for seminars, meetings, CAE events, as well as any other suggestions to make this a better chapter for you! Don’t forget the IIA is running their annual Membership Madness campaign. Until July 11, they’re offering a one-year individual membership at a discount and are waiving the application fee! And new Audit Groups that sign up receive an additional 20% off already discounted audit group fees when the entire audit staff joins. If one of our members refers a new member/group, we are entered into a drawing to receive a complimentary on-site seminar worth $4,300! As in the past, our primary method of communication is through the website and email. If you have changed jobs, moved, or have profile changes, please update your information by visiting the IIA at www.theiia.org or calling the IIA’s Customer Service at 407-937-1100. Do you want to get involved in our local chapter? Please contact me or any of your board members and we will gladly get you involved on a committee or other special project. If at anytime during the year you have any questions, comments, or suggestions please don’t hesitate to contact me. I look forward to another successful year! Thank you! May 2008 THANK YOU! The officers and Board wish to thank our members for making the chapter year a success! Through your input, we had programs for all levels…our CAEs, our general membership as well as specific interests for our members. The chapter networked with area schools to get the word out regarding the internal audit profession. The organization was able to grant scholarships to two deserving students. Our regional accounting / auditing firms are taking a bigger interest in the chapter’s activities. The membership grew by over a hundred members. The chapter achieved CAP Gold and we are well on our way to achieving Platinum status - 10 years of consecutive CAP Gold. All of this was accomplished through the hard work of members working behind the scenes and on the various committees. Thank you everyone for making 2007 - 2008 another memorable year for our chapter! The incoming Board and Officers will be working soon on the 2008 - 2009 event calendar. If you have any ideas, thoughts, or suggestions, please let our incoming President - Deb Lenz - know: debra.lenz@harley-davidson.com. We will see you again in September! May 2008 Join your fellow IIA members at our last meeting for the year. The chapter welcomes John Mallery, a comedian at heart but a digital forensics expert during the day at BKD Forensics and Dispute Consulting division. We will also honor our new CIAs and CFSA as well as our scholarship recipients. The meeting will have a few surprises for our members, too! If you can’t make it to John’s morning seminar (Digital Data in the Enterprise: Do You Have It Under Control?), plan to hear him during the lunch hour. Certification Don’t forget that the IIA’s new online Certification Candidate Management System (CCMS) is now open to register for the CIA exam. Beginning May 5th, candidates can begin sitting for the CIA exams. Exams for the specialty programs will begin in June. Click here for further details. Scholarship Recipients Congratulations to Aubrey Schwoerer, a senior at Marquette University, and Stacy Endl, a junior at the University of Wisconsin-Whitewater, as the recipients of our scholarships. Each will be awarded a $1,000 scholarship during the luncheon. Please congratulate them when you meet them. New Board Members Congratulations to our new board members. Many of them will be present to introduce themselves and hand out some of the surprises to our members. We wish to thank Rene Thompson, our Certification chair, who will be moving into a new position at Northwestern Mutual. Congratulations Rene, but the local chapter will miss you. April 2008 The chapter year is winding down quickly but the Chapter is also gearing up for next year with the election of new Board members and officers. If you would like to get involved in one of our committees, please let a current Board member know of your interest. Our committee activities include Academics/College Relations, Audit, Certification, Membership, Nominating, and Program. Your voice and involvement are key to the success of the Chapter. Congratulations! During our May meeting, we will recognize our new CIA’s and CFSA. Please congratulate Nancy Corbett, Dennis Irwin, Patricia Kennebeck, Jerry Reick, John Ziegenhagen, and Ryan Otto. Also during our May meeting, the new Board members and officers for 2008 – 2009 will be introduced. Please congratulate all of them when you see them. Certification The IIA’s new online Certification Candidate Management System (CCMS) is now open to register for the CIA exam. Once registered, candidates can begin scheduling their testing appointments with Pearson VUE. As of May 5th, candidates can begin sitting for the CIA exams. In May, candidates can begin applying to the specialty exam programs and registering for the CCSA, CGAP, and CFSA. Exams for the specialty programs will begin in June. May Events The month of May is International Internal Audit Awareness Month. Join the local chapter on May 13th at the University Club to hear John Mallery. John R. Mallery, a member of the BKD Forensics & Dispute Consulting division, specializes in the practical applications of computer security and digital forensics. John will conduct a Computer Fraud Forensics seminar in the morning before entertaining us at noon. John is a nationally recognized public speaker in the area of computer forensics and network security. His unique background as an entertainer, private investigator and security consultant puts him in great demand as a presenter and trainer. Please join us for our final meeting of the Chapter year! March 2008 SUCCESSION PLANNING Succession planning has begun for the chapter. The chapter has eight positions to fill as well as getting volunteers who would like to participate on the various committees. Our committees include:
For officer and Board positions, please submit a brief (100 words or less) background proposing your participation. If you know someone who may be interested, please submit the nomination to Bethann Ambrose by Friday, March 14th! MARCH AND APRIL EVENTS Join us during the month of March for fraud training, presented by the team from Deloitte. The luncheon meeting will encompass Ten Things About Fraud Control. A full-day seminar on March 20th will highlight the need to take a proactive approach to reducing the risk of fraud as well as to provide an overview of Antifraud Programs and Controls. Join the Milwaukee chapter on April 8th in welcoming Dr. James McGibany, PhD, Executive Associate Dean, College of Business Administration, Marquette University to present to us on recent and upcoming economic trends. February 2008 Our luncheon meeting in February will feature John Croy from Jefferson Wells. John will discuss the management of construction projects from an audit perspective, including the risks, overcharges, fraud, and the accounting challenges. February is also the beginning of succession planning and we are looking for members who would like to be active in the local chapter. If you are interested in becoming a board member or on one of our committees, please let Bethann, Steve, or Deb know of your interest. ACL Training Brookdale Senior Living of Milwaukee is interested in hosting/partnering with other companies regarding ACL training in the near future. If interested, contact Martin Brown (marbrown@brookdaleliving.com). When more details are available, he will contact you. CIA Testing Announcement In order to schedule an exam, candidates must have successfully completed all of the necessary application/registration steps and received correspondence from the IIA. Tests will be scheduled on a first-come, first-served basis. The earlier candidates schedule appointments, the better their chances are of location, date, and time of their choice. Walk-in testing is not allowed. Fraud Training January 2008
2008 is already here! Don't forget that the chapter will be having Greg Duckert present Continuous Monitoring at our luncheon meeting on January 22nd. The chapter will also have two fraud seminars in March and May. ACL will present Audit Analytics at a breakfast meeting in February. Check out our website for additional details. If you have any questions regarding the programs, please contact one of the officers or a Board member.
CIA TESTING ANNOUNCEMENT
The IIA is pleased to announce a significant enhancement to its certification program. Beginning in May 2008, certification testing will be available on a year-round basis through the new computer-based testing (CBT) process. Originally scheduled for roll-out in February with pre-determined testing windows, CBT will now go live in May, with no testing-window constraints. This means that certification candidates will be able to take full advantage of computer-based testing anytime throughout the year in multiple languages.
To further enhance the CBT process, The IIA has contracted with an industry-leading software vendor to deliver a high-quality registration and application process, resulting in a more complete launch. “By slightly delaying CBT roll-out,” says IIA Vice President Professional Practices Susan Lione, CIA, CCSA, CGAP, CFSA, “we will be able to offer long-term benefits that far exceed previous expectations!”
Please check The IIA’s Web site in March for program details and information on the registration process. Registration will begin in April. (The registration process and timing may differ in countries in which the local IIA institute manages the registration process. Candidates should refer to The IIA’s Web site for a list of these countries, along with contact information). Upon registering, a candidate will have six months to sit for the exam. Candidates who do not pass an exam part must wait 90 days before being allowed to retest. Upon its availability, more information will be posted to The IIA’s Web site at www.theiia.org/certification.
December 2007 2007 is quickly coming to a close. Before it does, join us for wiki’s, blogs, mash-ups, and just plain ‘ole Internet “phun” on December 13th at Miller Brewing Company. The event starts at 3 p.m. with our speaker, Paul Rozek. The holiday social begins thereafter. Join us for “phun”, networking, and a chance to win some door prizes. Thank you to Miller Brewing Company for hosting our event once again! Also note, our January meeting has been rescheduled to Tuesday, January 22nd at Maggiano’s. We will have Greg Duckert share his experiences in Continuous Auditing and Risk Assessment. We have also added a breakfast meeting, entitled “The Best Practices in Audit Analytics”, sponsored by ACL. The breakfast meeting will be held on Tuesday, February 26th at Maggiano’s. Neighboring chapters have also given us information about their upcoming events. We have included the information or the links on our website. Check out the Events section of our website for seminars, upcoming meetings, and additional news. Continue to join us in 2008 for the second half of our Milwaukee chapter events. We are already half way through the year which is hard to believe! Happy Holidays to everyone! November 2007 November is off to a great start with Mr. Excel, also known as Bill Jelen. One hundred people have signed up to learn the tricks and secrets of using Excel. Don’t forget to sign up to hear Milwaukee Wave Coach Tozer on Tuesday, November 13th. Motivation is key to any great team. The registration deadline to hear the Coach is Thursday, November 8th at midnight. No late registrations will be taken for the November 13th event. Wiki’s, blogs, mash-ups, e-zines, webcasts, search engines, research firms and “the underground” – there are web portals of all shapes and sizes. Our December holiday presentation will provide a basic overview of the Internet, describe common methods used to access Internet-based information and highlight several valuable Internet resources for auditing professionals (and some things just for ‘phun’). Miller Brewing Company is kind enough to host our holiday event again this year. Join us for some fun on December 13th! We are also working with ACL to present their best practices in the use of the software. ACL will present their information at a breakfast meeting on February 26, 2008. Check out the Events section of the website for further details. Remember to let us know if you have given a presentation, participated in Junior Achievement, conduct seminars, or whatever it is to get the word out on what you do. Call or email me with your news. October 2007 Gen X, Gen Y! We learned how to get along better with our managers and co-workers thanks to the presentation by Deborah Seeger from Jefferson Wells. Thanks to everyone who attended and congratulations to those members who won the Starbucks certificates by outwitting the Baby Boomers. The next four weeks are filled with many events for members. The CAEs and service providers will be meeting to discuss various audit topics with Professor Michael Akers from Marquette University. The discussion will be held on October 31st. Bill Jelen, also known as Mr. Excel, will be back by popular demand conducting half-day seminars on November 8th. The “Mr. Excel” seminar is open to everyone….financial analysts, office staff, or anyone who uses Excel on a daily basis and wants to learn the latest tricks. The afternoon session is “Excel for Auditors”. Each participant receives a book, snacks, and a meal. Our luncheon seminar on November 13th features Keith Tozer, Head Coach and Vice President of Soccer Operations for the Milwaukee Wave and will be held at the Milwaukee Athletic Club. Registration for Mr. Excel / Excel for Auditors and the lunch meeting will close on October 31st. Please register early to avoid any disappointment. We are also working with ACL to present their best practices in the use of the software. ACL will present their information at a breakfast meeting on February 26, 2008. Check out the Events section of the website for further details. Remember to let us know if you have given a presentation, participated in Junior Achievement, conduct seminars, or whatever it is to get the word out on what you do. Call or email me with your news. See you at the November events! September 2007 Thank you to everyone who attended the first chapter meeting at Maggiano’s. We learned about the auditing challenges, whether it’s the culture, the language, or the impact of titles, we face when auditing abroad. Many of us learned a new definition for the word, “difficulties” in Latvia. The month of October will be fast approaching. Deborah Seeger from Jefferson Wells will talk about the differences between Gen X and Gen Y and the impact the differences have in our working relationships. Personal invitations will be going out to the CAEs to discuss various audit topics with Professor Michael Akers from Marquette University. The discussion will be held on October 31st. If you haven’t seen it yet, we have recently streamlined the registration and payment process by using 123signup ( www.123signup.com). The benefits include a seamless registration and credit card payment process, as well as registration confirmation e-mails and receipts. We will also utilize the e-mail capability to announce events, so if you aren’t receiving these e-mails or have any other questions, please let us know. Also, please take note of the registration deadlines for each event as they may vary slightly based on the event type and location. In particular, several events in November have registration deadlines in October; see the event details within the website for specific deadlines. Finally, also note the revised cancellation policy when you register. Many of the board members were introduced at the September meeting. Get to know them and get involved in the activities of your local chapter. Let us know how you are spreading the word on internal auditing. Volunteer in Junior Achievement, write articles, conduct seminars, incorporate internship programs…..the list goes on. Call or e-mail me with your news! Thank you! Bethann Ambrose – Chapter President
Welcome Back! The chapter year is underway! By now, everyone should have received a flyer in the mail regarding the Milwaukee chapter’s calendar of events and seminars. If not, please check your profile with the IIA at www.theiia.org or 407-937-1100. The Board has worked hard to put a program schedule together that will meet the members’ interests. Our first meeting kicks off on September 18th at Maggiano’s. One of our own chapter members, who currently resides in Romania, will be with us to share the challenges in multi-national auditing. We have recently “fine tuned” a few things for this coming year, including streamlining the registration and payment process by using 123signup (www.123signup.com ). This will allow seamless registration and credit card payments, including registration confirmation e-mails, receipts, and many other exciting options. We will also utilize the e-mail capability to announce events, send out reminders, and send out general e-mails. You can continue to e-mail me directly for any specific questions or milwaukeeiia@yahoo.com for general questions. Otherwise, if you have questions regarding a specific event, there is an event contact noted within the event detail on the website. As always, any comments, suggestions, or feedback is welcome. Thank you! Bethann Ambrose – Chapter President May 2007 We may have just finished our chapter year, but we are off and running in planning for 2007 – 2008. You will be receiving a survey via email. The survey won’t take you long to complete but we would like your feedback. Feedback is important for a successful year. Please take a moment to share with us your thoughts for seminars, workshops, the new CIA Learning System as well as suggestions to make activities better for YOU! The survey evaluations will be open until 5 PM CST, Wednesday, May 30th. Be sure to visit the website for the latest news, events, and job postings. As in the past, our primary method of communication is through the website and email. If you have changed jobs, moved, or have profile changes, please update your information,especially your email address, by visiting the IIA at: www.theiia.org or by calling the IIA’s Customer Service at 407-937-1100. Want to get involved in your local chapter? Call or email one of your board members. They will gladly get you on a committee. As always, feel free to contact me with any questions, comments, or suggestions. Thank you for your valued feedback! Bethann Ambrose – Chapter President |
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