2009-10 Election Slate of Officers & Directors - including Biographies

2009-10 Election Slate of Officers & Directors - including Biographies
March 4, 2009
Contact: Kathy Strond-Cordova

The Nominating Committee is pleased to announce that the election of the following slate of Officers and Directors occurred at the March 10, 2009 meeting.

We are still entertaining nominations for the "Elect" positions to shadow these positions for the upcoming year, with the goal of assuming that role in the 2010-11 Chapter year. The "Elect" slate will be considered at the May 2009 Meeting.

Officers

President
Tammy O’Keefe (Elected in March 2008)
Audit Supervisor, Anadarko Petroleum
Tammy graduated from the University of Wyoming with a BS in Accounting, in May 1979. She obtained an MBA through Regis University in May 1986. She is a Certified Internal Auditor and has been a member of the Institute of Internal Auditors for over 15 years. Tammy has been a volunteer for the Denver Chapter of the IIA since 1999 and has served as the Secretary for the Chapter since 2001. Tammy has worked in a number of industries, concentrating in Oil & Gas over the past 20 years, in a number of capacities, with over 12 years in Internal Auditing experience.

Vice President of Education
Marie McGillivray
Manager, Protiviti, Inc.
Marie is a Manager in the Protiviti Denver office with over 4 years of internal audit experience across several industries. Within these industries, Marie has completed compliance, financial and operational audits, in internal audit out-sourcing and co-sourcing arrangements. As all of these audits were performed as an employee of Protiviti, Marie completed the audits consistent with the IIA’s International Standards for the Professional Practice of Internal Auditing. Marie is also a member of the Denver IIA Chapter and has participated in monthly meetings and various trainings. Marie has participated on the Denver IIA Education committee for the past 3 years and was responsible for the organization and management of the first CIA review course for the Denver IIA Chapter, amongst other committee tasks.

Vice President of Member Services
Adam Klitzke
Director, Peak Search Group
Adam has approximately 6 years of accounting and auditing experience working with development stage and global companies in a wide range of industries including oil and gas, technology, real estate, mining, consumer products, manufacturing. Adam is currently a Director Peak Search Group, an executive search firm specializing in field of accounting and finance. Interfacing as the main point of contact with his clients, Adam’s position requires him to understand the business mission, culture, risk, and the importance all resources. He partners with clients to strategically find them their most important assets, employees. Prior to this, Adam was an Executive Recruiter with a global executive search firm and was a Senior Associate in the Assurance and Advisory practice at KPMG LLP in Chicago, IL and Denver, CO. Adam received a Bachelor of Arts in Accounting from Bradley University and is a licensed Certified Public Accountant (CPA). He has been a member of the Institute of Internal Auditors since 2006, Colorado Society of Certified Public Accountants since 2005, and COPAS – Colorado since 2007.

Treasurer
Phillip Lord
Sirius Solutions
Phillip Lord has more than 20 years of experience in public accounting, industry and consulting. Phillip is the managing director of Sirius Solutions' Denver office, where he has primary responsibility for building the firm's service delivery capabilities and managing the overall profitability of the office. Prior to relocating do Denver, Phillip led the firm's financial reporting and accounting consultation practice, serving clients in the energy, software, real estate and manufacturing industries. Before joining Sirius Solutions, Phillip worked seven years at one of the world's leading energy companies, serving initially in a transaction accounting role and later as a divisional chief accounting officer. Phillip began his career and spent nearly nine years at KPMG as an audit senior manager between the firm's Houston and New York (national) offices where he served both publicly-traded and privately-held clients in a variety of industries. Phillip is a member of the Denver Chapter of the IIA and is responsible for planning and organizing the annual professional development seminar and golf outing, presented jointly by Sirius Solutions and the Denver Chapter of the IIA. Phillip is also a frequent conference speaker on a variety accounting and financial reporting matters.

Secretary
Joshua Kettler
Director, Risk Management, RSM McGladrey, Inc.
Joshua has over eight years of consulting experience in both the corporate finance and public accounting settings. In his current role, he has been responsible for serving as the project manager on numerous internal audit outsourcing and Sarbanes-Oxley consulting engagements, primarily in the financial services and manufacturing industries. On these engagements his duties included project scoping and budgeting, the development of process documentation and testing plans, and performing the review of staff work products. Over the past year, Joshua has also been a member of a national committee within the firm responsible for developing standardized templates and control libraries used as part of RSM McGladrey's risk management methodology. Prior to joining RSM McGladrey, Joshua served as Senior Accountant-in-Charge for one of the Big 4 firms specializing in engagement team supervision on several financial audit and consulting projects. In addition, he has assisted many clients with the implementation of new audit methodologies. His previous experience includes serving clients in wide variety of industries such as energy, transportation, manufacturing, retail management, software sales, construction/engineering, and banking.

Vice President of Communications
Connie Spinelli (Elected in March 2008)
Senior Manager, EKS&H
Connie has 10 years public accounting and consulting experience, 2 years internal audit experience and 4 years in private industry. Since the Sarbanes Oxley Act of 2002, Connie provided consulting services to Deloitte and Touche's ERS department, and internal audit services to organizations including the University Corporation for Atmospheric Research, MarkWest Oil, and the asset management group of Cushman and Wakefield. She has recently joined EKS&H as Senior Manager in their Risk Advisory Services division focusing primarily on SAS 70 and internal audit department consulting services. She holds a bachelor's degree in accounting from Northern Michigan University. She is a CPA, CMA, CIA and CFE. Connie has been a member of the Denver IIA since 2007.

Vice President of Academic Relations
Robert J. Nieschwietz, PhD (Elected in March 2008)
Assistant Professor, University of Colorado, Denver Campus
Robert J. Nieschwietz, an Assistant Professor of Accounting at the University of Colorado at Denver, received his Ph.D. in Accountancy from Arizona State University in 2001. Robert has also received a BA and MS in Accounting from Texas A&M University in 1991 and 1996, respectively. Research interests include auditor independence, fraud, and the impact of technology on decision making and auditing. His research has been published in various journals including the Journal of Accounting Literature, the International Journal of Accounting Information Systems, the International Journal of Auditing, and the Journal of Accounting Education. Prior to entering academia, Robert was employed by KPMG. He is currently a member of the American Accounting Association and the American Institute of Certified Public Accountants. He has been a member of the Institute of Internal Auditors since 2006, at which time he began his involvement in with academic relations. Robert also serves as the faculty advisor for the University of Colorado at Denver’s chapter of Beta Gamma Sigma, a National Honor Society for Business Students.

Board of Governors (term 2009-2012)

Anthony Peters
Managing Director, Protiviti
Anthony C. Peters (Tony) is the Managing Director for the Denver office of Protiviti, a leading internal audit and risk consulting professional services firm. He has global responsibility for internal audit services in the communications industry. Tony was one of Protiviti’s founding managing directors in 2002. Prior to Protiviti, he was a Partner and employee at Arthur Andersen LLP, a global accounting and professional services firm. Tony has over twenty years’ experience providing professional internal audit, financial audit and consulting services to companies in numerous industries. He is a Certified Internal Auditor and a Certified Public Accountant. Tony is a member of the Denver Chapter of the Institute of Internal Auditors, the Colorado Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Tony has participated and/or presented at IIA events in Denver, the US and internationally. He also serves the community as a member of the Board of Directors of Big Brothers Big Sisters of Colorado. Tony obtained a degree in accounting from Illinois Wesleyan University. He is married with three children.

Evelyn Law
Partner, Bondi & Co, LLC
Evelyn Law graduated with honors, earning a BA and BS from Texas Woman’s University in Denton, Texas. She holds CPA certificates from Colorado, California, and Kansas. She has been a member of the Institute of Internal Auditors since 1995. She served on the Programs and Seminars Committee for two years before becoming VP of Education in September 2007 and serving until June 2009. She is also a long-time member of the American Institute of CPAs and the Colorado Society of CPAs. Evelyn has 15 years experience in internal auditing. She worked at the Denver Branch of the Federal Reserve Bank’s Tenth District for nine years as the quality assurance reviewer, a trainer, and a supervisor with staff in both the Kansas City and Denver offices. Prior to the Fed, Evelyn worked for the Auditor/Controller’s Office of Orange County, California, for 11 years. She was an accounting supervisor for five years and an internal audit manager for six years. Currently, Evelyn is a partner in the public accounting firm of Bondi & Co. LLC in Englewood, Colorado. She joined the firm in March 2005. Her previous experience also includes an accounting position with the Federal government for one year and working for local public accounting firms in Kansas and California for five years.

Kevin Stadler
Internal Audit Director, Archstone-Smith Trust
Mr. Stadler has 12 years of auditing experience, including 9 years of internal and 3 years external audit. During this time, he has performed financial, operational and information systems audits. Currently, he is the Assistant Vice President - Internal Audit for Archstone. Archstone is engaged in the operation, development, redevelopment, acquisition, and long-term ownership of apartment communities throughout the U.S. Prior to joining Archstone, Mr. Stadler was an internal auditor and an accountant with KB Home. KB Home is international homebuilder with a focus on developing single family homes. Kevin is a Certified Public Accountant, and received his Bachelor of Science degree in Accounting at Colorado State University in Fort Collins, CO. He is a member of The Institute of Internal Auditors, Denver Chapter. He has been active in several community organizations, most notably the Boys Scouts of America and the Hugh O'Brian Youth Foundation.

Yolanda Lyons
Director of Internal Audit, Colorado College
Yolanda Lyons is the Director of Internal Audit at Colorado College. She has 13 years of auditing experience, including 2 years of external auditing and 11 years in internal auditing. Prior to beginning her work in higher education, Yolanda was an internal auditor in the banking industry and an external auditor with Price Waterhouse, currently PricewaterhouseCoopers. In these positions, Yolanda performed and managed compliance, financial and operational audits. She has also designed and implemented the Sarbanes-Oxley initiative for an organization who voluntarily complies with SOX. Yolanda is a Certified Internal Auditor and received her Bachelor of Arts from Duke University and her MBA from the University of Denver. She is a member of The Institute of Internal Auditors, Denver Chapter. Currently she is in her fourth year serving as the chapter's Certification Chair and has also served as the Vice President of Member Services. She is active in the Junior League of Colorado Springs, the Shivers Fund, the Alliance de Francaise de Denver, and serves as the Chair for the Duke University Alumni Admissions Advisory Committee (Colorado Springs).


	2009-10 Election Slate of Officers & Directors - including Biographies March 4, 2009 Contact: Kathy Strond-Cordova The Nominating Committee is pleased to announce that the election of the following slate of Officers and Directors occurred at the March 10, 2009 meeting. We are still entertaining nominations for the "Elect" positions to shadow these positions for the upcoming year, with the goal of assuming that role in the 2010-11 Chapter year. The "Elect" slate will be considered at the May 2009 Meeting. Officers President Tammy O’Keefe (Elected in March 2008) Audit Supervisor, Anadarko Petroleum Tammy graduated from the University of Wyoming with a BS in Accounting, in May 1979. She obtained an MBA through Regis University in May 1986. She is a Certified Internal Auditor and has been a member of the Institute of Internal Auditors for over 15 years. Tammy has been a volunteer for the Denver Chapter of the IIA since 1999 and has served as the Secretary for the Chapter since 2001. Tammy has worked in a number of industries, concentrating in Oil & Gas over the past 20 years, in a number of capacities, with over 12 years in Internal Auditing experience. Vice President of Education Marie McGillivray Manager, Protiviti, Inc. Marie is a Manager in the Protiviti Denver office with over 4 years of internal audit experience across several industries. Within these industries, Marie has completed compliance, financial and operational audits, in internal audit out-sourcing and co-sourcing arrangements. As all of these audits were performed as an employee of Protiviti, Marie completed the audits consistent with the IIA’s International Standards for the Professional Practice of Internal Auditing. Marie is also a member of the Denver IIA Chapter and has participated in monthly meetings and various trainings. Marie has participated on the Denver IIA Education committee for the past 3 years and was responsible for the organization and management of the first CIA review course for the Denver IIA Chapter, amongst other committee tasks. Vice President of Member Services Adam Klitzke Director, Peak Search Group Adam has approximately 6 years of accounting and auditing experience working with development stage and global companies in a wide range of industries including oil and gas, technology, real estate, mining, consumer products, manufacturing. Adam is currently a Director Peak Search Group, an executive search firm specializing in field of accounting and finance. Interfacing as the main point of contact with his clients, Adam’s position requires him to understand the business mission, culture, risk, and the importance all resources. He partners with clients to strategically find them their most important assets, employees. Prior to this, Adam was an Executive Recruiter with a global executive search firm and was a Senior Associate in the Assurance and Advisory practice at KPMG LLP in Chicago, IL and Denver, CO. Adam received a Bachelor of Arts in Accounting from Bradley University and is a licensed Certified Public Accountant (CPA). He has been a member of the Institute of Internal Auditors since 2006, Colorado Society of Certified Public Accountants since 2005, and COPAS – Colorado since 2007. Treasurer Phillip Lord Sirius Solutions Phillip Lord has more than 20 years of experience in public accounting, industry and consulting. Phillip is the managing director of Sirius Solutions' Denver office, where he has primary responsibility for building the firm's service delivery capabilities and managing the overall profitability of the office. Prior to relocating do Denver, Phillip led the firm's financial reporting and accounting consultation practice, serving clients in the energy, software, real estate and manufacturing industries. Before joining Sirius Solutions, Phillip worked seven years at one of the world's leading energy companies, serving initially in a transaction accounting role and later as a divisional chief accounting officer. Phillip began his career and spent nearly nine years at KPMG as an audit senior manager between the firm's Houston and New York (national) offices where he served both publicly-traded and privately-held clients in a variety of industries. Phillip is a member of the Denver Chapter of the IIA and is responsible for planning and organizing the annual professional development seminar and golf outing, presented jointly by Sirius Solutions and the Denver Chapter of the IIA. Phillip is also a frequent conference speaker on a variety accounting and financial reporting matters. Secretary Joshua Kettler Director, Risk Management, RSM McGladrey, Inc. Joshua has over eight years of consulting experience in both the corporate finance and public accounting settings. In his current role, he has been responsible for serving as the project manager on numerous internal audit outsourcing and Sarbanes-Oxley consulting engagements, primarily in the financial services and manufacturing industries. On these engagements his duties included project scoping and budgeting, the development of process documentation and testing plans, and performing the review of staff work products. Over the past year, Joshua has also been a member of a national committee within the firm responsible for developing standardized templates and control libraries used as part of RSM McGladrey's risk management methodology. Prior to joining RSM McGladrey, Joshua served as Senior Accountant-in-Charge for one of the Big 4 firms specializing in engagement team supervision on several financial audit and consulting projects. In addition, he has assisted many clients with the implementation of new audit methodologies. His previous experience includes serving clients in wide variety of industries such as energy, transportation, manufacturing, retail management, software sales, construction/engineering, and banking. Vice President of Communications Connie Spinelli (Elected in March 2008) Senior Manager, EKS&H Connie has 10 years public accounting and consulting experience, 2 years internal audit experience and 4 years in private industry. Since the Sarbanes Oxley Act of 2002, Connie provided consulting services to Deloitte and Touche's ERS department, and internal audit services to organizations including the University Corporation for Atmospheric Research, MarkWest Oil, and the asset management group of Cushman and Wakefield. She has recently joined EKS&H as Senior Manager in their Risk Advisory Services division focusing primarily on SAS 70 and internal audit department consulting services. She holds a bachelor's degree in accounting from Northern Michigan University. She is a CPA, CMA, CIA and CFE. Connie has been a member of the Denver IIA since 2007. Vice President of Academic Relations Robert J. Nieschwietz, PhD (Elected in March 2008) Assistant Professor, University of Colorado, Denver Campus Robert J. Nieschwietz, an Assistant Professor of Accounting at the University of Colorado at Denver, received his Ph.D. in Accountancy from Arizona State University in 2001. Robert has also received a BA and MS in Accounting from Texas A&M University in 1991 and 1996, respectively. Research interests include auditor independence, fraud, and the impact of technology on decision making and auditing. His research has been published in various journals including the Journal of Accounting Literature, the International Journal of Accounting Information Systems, the International Journal of Auditing, and the Journal of Accounting Education. Prior to entering academia, Robert was employed by KPMG. He is currently a member of the American Accounting Association and the American Institute of Certified Public Accountants. He has been a member of the Institute of Internal Auditors since 2006, at which time he began his involvement in with academic relations. Robert also serves as the faculty advisor for the University of Colorado at Denver’s chapter of Beta Gamma Sigma, a National Honor Society for Business Students. Board of Governors (term 2009-2012) Anthony Peters Managing Director, Protiviti Anthony C. Peters (Tony) is the Managing Director for the Denver office of Protiviti, a leading internal audit and risk consulting professional services firm. He has global responsibility for internal audit services in the communications industry. Tony was one of Protiviti’s founding managing directors in 2002. Prior to Protiviti, he was a Partner and employee at Arthur Andersen LLP, a global accounting and professional services firm. Tony has over twenty years’ experience providing professional internal audit, financial audit and consulting services to companies in numerous industries. He is a Certified Internal Auditor and a Certified Public Accountant. Tony is a member of the Denver Chapter of the Institute of Internal Auditors, the Colorado Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Tony has participated and/or presented at IIA events in Denver, the US and internationally. He also serves the community as a member of the Board of Directors of Big Brothers Big Sisters of Colorado. Tony obtained a degree in accounting from Illinois Wesleyan University. He is married with three children. Evelyn Law Partner, Bondi & Co, LLC Evelyn Law graduated with honors, earning a BA and BS from Texas Woman’s University in Denton, Texas. She holds CPA certificates from Colorado, California, and Kansas. She has been a member of the Institute of Internal Auditors since 1995. She served on the Programs and Seminars Committee for two years before becoming VP of Education in September 2007 and serving until June 2009. She is also a long-time member of the American Institute of CPAs and the Colorado Society of CPAs. Evelyn has 15 years experience in internal auditing. She worked at the Denver Branch of the Federal Reserve Bank’s Tenth District for nine years as the quality assurance reviewer, a trainer, and a supervisor with staff in both the Kansas City and Denver offices. Prior to the Fed, Evelyn worked for the Auditor/Controller’s Office of Orange County, California, for 11 years. She was an accounting supervisor for five years and an internal audit manager for six years. Currently, Evelyn is a partner in the public accounting firm of Bondi & Co. LLC in Englewood, Colorado. She joined the firm in March 2005. Her previous experience also includes an accounting position with the Federal government for one year and working for local public accounting firms in Kansas and California for five years. Kevin Stadler Internal Audit Director, Archstone-Smith Trust Mr. Stadler has 12 years of auditing experience, including 9 years of internal and 3 years external audit. During this time, he has performed financial, operational and information systems audits. Currently, he is the Assistant Vice President - Internal Audit for Archstone. Archstone is engaged in the operation, development, redevelopment, acquisition, and long-term ownership of apartment communities throughout the U.S. Prior to joining Archstone, Mr. Stadler was an internal auditor and an accountant with KB Home. KB Home is international homebuilder with a focus on developing single family homes. Kevin is a Certified Public Accountant, and received his Bachelor of Science degree in Accounting at Colorado State University in Fort Collins, CO. He is a member of The Institute of Internal Auditors, Denver Chapter. He has been active in several community organizations, most notably the Boys Scouts of America and the Hugh O'Brian Youth Foundation. Yolanda Lyons Director of Internal Audit, Colorado College Yolanda Lyons is the Director of Internal Audit at Colorado College. She has 13 years of auditing experience, including 2 years of external auditing and 11 years in internal auditing. Prior to beginning her work in higher education, Yolanda was an internal auditor in the banking industry and an external auditor with Price Waterhouse, currently PricewaterhouseCoopers. In these positions, Yolanda performed and managed compliance, financial and operational audits. She has also designed and implemented the Sarbanes-Oxley initiative for an organization who voluntarily complies with SOX. Yolanda is a Certified Internal Auditor and received her Bachelor of Arts from Duke University and her MBA from the University of Denver. She is a member of The Institute of Internal Auditors, Denver Chapter. Currently she is in her fourth year serving as the chapter's Certification Chair and has also served as the Vice President of Member Services. She is active in the Junior League of Colorado Springs, the Shivers Fund, the Alliance de Francaise de Denver, and serves as the Chair for the Duke University Alumni Admissions Advisory Committee (Colorado Springs).


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2009-10 Election Slate of Officers & Directors - including Biographies March 4, 2009 Contact: Kathy Strond-Cordova

2009-10 Election Slate of Officers & Directors - including Biographies
March 4, 2009
Contact: Kathy Strond-Cordova