IIALouisville Large Text IIA Gold Chapter

 

Meetings & Seminars as sponsored by the
Louisville Chapter of the IIA

Mark the following dates on your calendar for the monthly meeting of the Louisville Chapter of IIA. Meetings subject to change. Fees must be made using the Cvent registration system. The IIA Louisville Chapter no-longer accepts payment by cash or check.
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Date Meeting/Seminar Details CPE

Tuesday, February 14, 2012

Cost
$25.00

Register Now

Data Protection & Privacy for Internal Audit


Where:
Bristol Bar & Grille
614 W. Main St.
Louisville, KY 40202

When:
11:30 AM Registration, Meeting begins at 12:00 PM and ends at 1:00 PM.

Speaker:
Julio Flores, PwC
Brian Long, PwC

About the Event:
Overview of key enforcement bodies and regulations, real world examples of client breaches and remediation activities, considerations for Internal Audit when assessing risk, most frequent causes of breaches, and leading practices that drive compliance will be presented and discussed.

About Julio Flores:
Julio Flores is a Director in PwC's Internal Audit practice in Indianapolis. He has over 15 years of experience in public accounting and private industry serving companies in a variety of industries including healthcare, insurance, retail, manufacturing, and financial services. Julio has significant experience in helping companies perform organization wide risk assessments and developing and executing internal audit plans. Julio also helped many companies with process improvement projects. Throughout his internal audit and consulting experience, he has used data analytics to enhance the sample selection process, automate testing procedures, and identify process improvement opportunities. Prior to joining PwC, Julio was a Director in KPMG's Los Angeles Advisory practice where he helped lead many of the firms healthcare consulting and risk management initiatives. Prior to KPMG, Julio was an underwriting manager for a property and casualty insurer. Julio obtained his B.S. in Accounting from California State University, Northridge. Julio is a Certified Internal Auditor and sits on various boards, including the national BOD for ALPFA (Association of Latino Professionals in Finance and Accounting) and the Indianapolis Urban League.


About Brian Long:
Brian Long is a Manager in PwC's Risk Assurance practice in Louisville. He has over 9 years of client service experience, serving in a variety of project management and consulting roles. He specializes in oversight of controls testing, SOX readiness, business process improvement and efficiency reviews. Brian regularly leads privacy engagements, including serving in the Privacy Officer role, as well as reviewing privacy and security controls within organizations. Brian is a frequent instructor of internal firm training, including the use of cloud computing in Windows and UNIX environments. He regularly speaks at industry events, including local chapters of the IIA, ISACA, PMI, and ISSA. Brian obtained his B.S. in Computer Science and his MBA from the University of Kentucky. Brian is a Certified Public Accountant, Certified Internal Auditor and Certified Information Systems Auditor.

Menu Selection:

1  Blackened Chicken Caesar Salad - Romaine lettuce tosed with our house made Caesar dressing topped with blackened chicken, Parmesan cheese & croutons.

2  Chicken Salad Sandwich - breast meat mixed with almonds, raisins, & orange flavored mayonnaise on whole wheat. Served with chips.

3  Linguini Pietro - Linguini tossed with mushrooms, capers & sun-dried tomatoes in white wine & olive oil

4  Turkey Sandwich - Turkey Sandwich Smoked turkey breast, Cheddar cheese, lettuce & tomato on toasted wheat bread (Packet of mayonnaise & mustard on the side) Served with chips.


RSVP By Thursday, February 09, 2012 to:
http://www.cvent.com/d/pcqlsz?Refid=IIAWeb

Feel Free to contact Tim with any questions or concerns.
Tim Brown
Phone: 502.649.1937
Membership@iialou.org

1

Tuesday, March 13, 2012

Cost
$25.00

Managing Multigenerational Workforces
Joint Meeting with the IMA



Where:
Bristol Bar & Grille
614 W. Main St.
Louisville, KY 40202

When:
11:30 AM Registration, Meeting begins at 12:00 PM and ends at 1:00 PM.

Speaker:
Andrea Higgins, Robert Half

About Andrea Higgins:
Andrea is a graduate of the University of Kentucky with a double major in Accounting and Management. After graduating, she spent two years in private accounting and four years in public accounting as a tax accountant. She has spent the last ten years in sales and business development, with seven of those years at Robert Half. She currently serves as the Division Director of the consulting division (management resources). In this role, she spends much of her time interviewing accounting and finance consultants as well as meeting and interacting with "C" level accounting and finance professionals to uncover project needs.

Menu Selection:

1  Arugula Pesto & Chicken Panini - Marinated chicken breast, fresh spinach, Mozzarella cheese, roasted red peppers, onions & arugula pesto on grilled Italian bread. Served with chips.

2  Large House Salad - with mixed greens, cucumbers, shredded carrots & cabbage

3  Smoked Salmon & Portobello Pasta - smoked salmon & Portobello mushrooms tossed with penne pasta in a Parmesan cream sauce

4  Turkey Sandwich - Turkey Sandwich Smoked turkey breast, Cheddar cheese, lettuce & tomato on toasted wheat bread (Packet of mayonnaise & mustard on the side) Served with chips.


Feel free to contact Tim with any questions regarding this event.
Tim Brown
Phone: 502.649.1937
Membership@iialou.org

1

Tuesday, April 10, 2012

Cost
$25.00

Conflict Resolution


Where:
Bristol Bar & Grille
614 W. Main St.
Louisville, KY 40202

When:
11:30 AM Registration, Meeting begins at 12:00 PM and ends at 1:00 PM.

Speaker:
Tony Belak, Institute for Workplace Advancement
Menu Selection:

1  Grilled Chicken & Spinach Salad - with roasted garlic, red onion, sun-dried tomatoes, bacon, goat cheese & balsamic Vinaigrette on the side.

2  Mideast Grilled Cheese - Flat bread stffed with spinach, green onions, mushrooms, Havarti cheese & pan-fried.

3  Theresa's Sweet Chili Linguini - pasta tossed with cream and Thai chili sauce topped with blackened chicken

4  Turkey Sandwich - Turkey Sandwich Smoked turkey breast, Cheddar cheese, lettuce & tomato on toasted wheat bread (Packet of mayonnaise & mustard on the side) Served with chips.


Feel free to contact Tim with any questions regarding this event.
Tim Brown
Phone: 502.649.1937
Membership@iialou.org

1

Wednesday, April 11, 2012

Communication and Interpersonal Issues for Auditors


Where:
Please consult event detail or event contact for more information

When:
7:30 AM Registration, Meeting begins at 8:00 AM and ends at 5:00 PM.

About the Event:
Professional auditors must master many skills to be effective. Attention is usually focused on technical and audit report issues. But what about auditor behavior and interaction skills, building trust, selling our ideas, and driving change. For the audit project to succeed, there must exist (or the auditor must create) an environment of mutual concern, respect and trust. While we all agree that sound technical skills are necessary for auditor effectiveness, the mastery and daily application of communication and interpersonal skills are just as important. Participants will learn how to establish rapport and trust, choose an appropriate style, interview and listen, speak and present, influence change, and develop and apply internal consulting skills.

Additional program content:
  • Auditing on "purpose”;
  • Creating and maintaining a high potential audit environment;
  • The four levels of auditor growth;
  • Six critical interpersonal skills for auditors;
  • Developing a personal skills inventory;
  • Action plans for addressing interpersonal skills needs;
  • Communicating real value – using the language of management;
  • Educating management and others;
  • The auditor as internal consultant;
  • Blending consulting concepts into routine audit assignments;
  • Selling audit findings; and,
  • Anticipating and overcoming resistance.

Menu Selection:

Assorted buffet style catering. Vegetarian options will be available.


Feel free to contact Tim with any questions regarding this event.
Tim Brown
Phone: 502.649.1937
Membership@iialou.org

8

Sunday, July 08, 2012

-to-

Wednesday, July 11, 2012

Register Now

IIA Internation Conference - Boston


Hosted by:
The IIA

Where:
Please consult event detail or event contact for more information

About the Event:
Register Early and Save!

The IIA’s 2012 International Conference

July 8 – 11 / Boston, Massachusetts, USA Join an anticipated 2,500 internal auditors from around the world and help us make the 2012 International Conference in The IIA’s history!
Download the conference brochure or view the Program-at-a-Glance and register early to save! www.iia2012ic.org Thank you!

RSVP to:
http:// www.iia2012ic.org

http://www.theiia.org

0

Previous Meetings

Tuesday, January 17, 2012

The Future of Risk: Trends in Risk Management and Thinking Outside the SOX Box


Where:
KY Farm Bureau
9201 Bunsen Parkway
Louisville, KY 40220

When:
2:30 PM Registration, Meeting begins at 3:00 PM and ends at 5:00 PM.

Speaker:
Marc Schulman, Ernst & Young
Tamil Chellaiah, Rrnst & Young

About the Event:
This interactive session will focus on unlocking the value of Internal Audit and “flipping the triangle” to allow internal auditors to focus their efforts on the high-risk items while still meeting important compliance requirements with regulatory requirements such as SOX. This seminar will assist audience members in pursuing four actions that companies can take now to empower their SOX functions to create fundamental advantages in their sectors: automate controls, offshore for lower-cost resources, leverage IT investment (including GRC), and innovate strategically.

About Marc Schulman:
Marc Schulman is an Executive Director in the Advisory Services practice of Ernst & Young, responsible for the delivery of Advisory services to managed care organizations, health care providers and life sciences clients. He has over 25 years of health care-specific experience working directly for managed care organizations, hospitals and as an industry business advisor. Marc has led and managed multiple internal audit outsourcing and teaming engagements focusing on financial, operational, compliance and information technology risk issues. He regularly assists clients with risk convergence issues to align risk resources with organization objectives. His experience also includes performing enterprise risk management engagements, leading SOX and MAR projects and managing process and controls assessments within managed care organizations, as well as working with health care companies on a variety of financial, operational and risk issues. He previously served as the Global Internal Audit HealthCare leader, developing risk management methodologies for use throughout the firm. Marc holds an MPA in health care from Syracuse University and a BS Health Sciences Administration and Planning from SUNY College at Cortland.


About Tamil Chellaiah:
Tamil Chellaiah is a Manager in Ernst & Young’s Advisory Services practice with more than five years of experience within the private, academic and public sectors. She has a wide range of experience including process improvement, risk management/ compliance, internal audit, SOX 404 and Model Audit Rule (MAR). Tamil has examined clients’ operational procedures, financial and information systems and internal control environments to evaluate effectiveness, verify compliance with corporate policies/government regulations and strategic alignment. She currently oversees internal audit and risk management related projects at several Louisville area companies. Tamil is a Certified Internal Auditor (CIA) who is also trained in lean concepts and project management techniques. She earned her MBA from the University of Maryland where she led the Robert H. Smith Healthcare Industry Group and serves as a member of the University’s Healthcare Business Association. Tamil is also a member of the DC Chamber of Commerce Next Generation of Leaders Program.


Menu Selection:

Appetizers and Refreshments


RSVP By Thursday, January 12, 2012
Tim Brown
Phone: 502.649.1937
Membership@iialou.org

2

Tuesday, January 10, 2012

Emergency Preparedness with a Distributed Workforce


Where:
Bristol Bar & Grille
614 W. Main St.
Louisville, KY 40202

When:
11:30 AM Registration, Meeting begins at 12:00 PM and ends at 1:00 PM.

Speaker:
Chris Noll, Humana

About the Event:
Chris Noll, Humana Security, will speak on meeting the challenges of an all risk emergency preparedness program with business units and a workforce distributed throughout the country.

About Chris Noll:
Chris Noll is a safety and security professional with more than 20 years of experience. Currently, he leads the Environmental, Health & Safety function for Humana, which is a new department focused on supporting associate well-being of more than 40,000 associates through the management of safety, environmental, and emergency preparedness programs.

Prior to joining Humana, he led the Loss Prevention Department for InterContinental Hotels Group, focusing on the safety and security of guests and employees at more than 3,000 InterContinental, Crowne Plaza, and Holiday Inn hotels located throughout North America.

Chris holds a Bachelor of Science degree in Occupational Safety and Health from Grand Valley State University and a Master of Business Administration (MBA) from Tiffin University. He is a Certified Safety Professional (CSP) by the Board of Certified Safety Professionals and is board certified in security (CPP) by the American Society of Industrial Security. He also holds the Associate in Risk Management (ARM) designation from the Insurance Institute of America.


Menu Selection:

1  Chef’s Salad - Turkey, ham, Swiss cheese, Cheddar cheese & bacon over fresh greens with hard-boiled egg, tomato, green onions, and cucumber.

2  Roasted Portobello Sandwich - Roasted Portobello Sandwich with roasted red peppers & hot pepper cheese. Served with chips

3  Theresa's Sweet Chili Linguini - pasta tossed with cream and Thai chili sauce topped with blackened chicken

4  Turkey Sandwich - Turkey Sandwich Smoked turkey breast, Cheddar cheese, lettuce & tomato on toasted wheat bread (Packet of mayonnaise & mustard on the side) Served with chips.


RSVP By Thursday, January 05, 2012
Tim Brown
Phone: 502.649.1937
Membership@iialou.org

1

Tuesday, December 13, 2011

Social Engineering and Identity Theft


Where:
Bristol Bar & Grille
614 W. Main St.
Louisville, KY 40202

When:
11:30 AM Registration, Meeting begins at 12:00 PM and ends at 1:00 PM.

Speaker:
Thomas D'Spain, Farm Credit Services of Mid-America

Menu Selection:

1  Grilled Chicken & Spinach Salad - with roasted garlic, red onion, sun-dried tomatoes, bacon, goat cheese & balsamic Vinaigrette on the side.

2  Mango & Currant Pork Loin - grilled pork loin topped with a mango & currant chutney served with fresh vegetables

3  Penne Piperade - Bell Peppers, tomatoes & fresh herbs tossed with penne pasta.

4  Turkey Sandwich - Turkey Sandwich Smoked turkey breast, Cheddar cheese, lettuce & tomato on toasted wheat bread (Packet of mayonnaise & mustard on the side) Served with chips.


RSVP By Thursday, December 08, 2011
Tim Brown
Phone: 502.649.1937
Membership@iialou.org

1

Tuesday, November 08, 2011

Integrated Auditing: Combining IT and Financial


Where:
Bristol Bar & Grille
614 W. Main St.
Louisville, KY 40202

When:
11:30 AM Registration, Meeting begins at 12:00 PM and ends at 1:00PM.

Speaker:
Tony Hall, LG&E and KU Energy LLC

Menu Selection:

1  Cobb Salad - diced chicken, diced tomatoes, green onions, hard-boiled egg, fresh avocado, Danish blue cheese & bacon. Served with a side of Balsamic Vinaigrette.

2  Mediterranean Pasta - spinach, pine nuts, sun-dried tomatoes, Kalamata olives & Feta cheese tossed with penne pasta in olive oil & white wine.

3  Muffaletta - turkey, ham, Swiss & Havarti cheese served warm on Focaccia bread with olive relish & marinated onions & tomatoes. Served with chips

4  Turkey Sandwich - Turkey Sandwich Smoked turkey breast, Cheddar cheese, lettuce & tomato on toasted wheat bread (Packet of mayonnaise & mustard on the side) Served with chips.


RSVP By Thursday, November 03, 2011
Tim Brown
Phone: 502.649.1937
Membership@iialou.org

1

Tuesday, October 18, 2011

Mobile Device Management


Where:
Republic Bank - Springhurst
9600 Brownsboro Rd.
Louisville, KY 40241

When:
2:30 PM Registration, Meeting begins at 3:00 PM and ends at 5:00 PM.

About the Event:
A representative from SDGBlue will speak on this topic.


Menu Selection:

Appetizers and Refreshments


RSVP By Thursday, October 13, 2011
Tim Brown
Phone: 502.649.1937
Membership@iialou.org

2

Tuesday, October 11, 2011

State Auditor Candidate Debate


Where:
Bristol Bar & Grille
614 W. Main St.
Louisville, KY 40202

When:
11:30 AM Registration, Meeting begins at 12:00 PM and ends at 1:00 PM.

Speaker:
Adam Edelin
John T. Kemper III

About the Event:

The Democratic and Republican candidates for State Auditor, Adam Edelen and John Kemper III, will be debating/speaking at our October 11th meeting. The November election will replace (the term limited) Crit Luallen who has served as Kentucky State Auditor for 8 years.
Register early, space is limited


Menu Selection:

1  Classic Caesar Salad - tossed in our house made Caesar dressing and topped with Parmesan Cheese & Croutons

2  Pork Dijonnaise - Grilled pork loin topped with Dijon mustard sauce. Served with roasted fingerling potatoes & fresh vegetables.

3  Tuna Salad Sandwich - albacore tuna, hard-boiled egg, sweet relish, celery, onions & mayonnaise on wheat bread, served with chips.

4  Turkey Sandwich - Turkey Sandwich Smoked turkey breast, Cheddar cheese, lettuce & tomato on toasted wheat bread (Packet of mayonnaise & mustard on the side) Served with chips.


RSVP By Friday, October 07, 2011
Tim Brown
Phone: 502.649.1937
Membership@iialou.org

1

Tuesday, September 13, 2011

An Insider's Perspective on the Louisville Economy


Where:
Bristol Bar & Grille
614 W. Main St.
Louisville, KY 40202

When:
11:30 AM Registration, Meeting begins at 12:00 PM and ends at 1:00 PM.

Speaker:
Daryl Snyder, GLI

About Daryl Snyder:
As Greater Louisville Inc.’s Vice President for Economic Devleopment, Daryl Snyder works with companies and consultants in corporate site selection. He focuses on the knowledge-based economy, and has extensive experience working with auto suppliers, aviation and logistics-dependent operations. He coordinates site visits and serves as a liaison between his clients and key individuals in the public and private sectors, in both Louisville and in Frankfort.

Mr. Snyder holds his BS in Business & Economics from Georgetown College with a minor in Political Science.In 1997, he received the Landmarks of Excellence Award from the PRSA/IABC for the proposal to attract the headquarters of (formerly known as Tricon Global Restaurants) Yum! Brands, Inc.He graduated from the U.S. Chamber of Commerce Institute for Organization Management at UCLA in June 1999. He is a 2003 graduate of Leadership Louisville and is a 2011 Bingham Fellow. He serves on the Board of Directors of the World Trade Center of Kentucky and the Louisville Regional Airport Authority Project Team.


Menu Selection:

1  Greek Salad - Romaine lettuce, diced tomatoes Kalamata olives, red onions & Feta cheese tossed in a Greek Vinaigrette

2  Grilled Fish Sandwich - grilled white fish, served on rye, with Bristol slaw

3  Theresa's Sweet Chili Linguini - pasta tossed with cream and Thai chili sauce topped with blackened chicken

4  Turkey Sandwich - Turkey Sandwich Smoked turkey breast, Cheddar cheese, lettuce & tomato on toasted wheat bread (Packet of mayonnaise & mustard on the side) Served with chips.


RSVP By Thursday, September 08, 2011
Tim Brown
Phone: 502.649.1937
Membership@iialou.org

1

Thursday, July 07, 2011

Board of Govenors


Where:
KHEAA Office - Plainview
10180 Linn Station Road, Suite C200
Louisville, KY 40223

When:
2:30 AM Registration, Meeting begins at 3:00 PM and ends at 5:00 AM.

About the Event:
The Board of Governors will meet to plan for the 2011-2012 year.

Feel free to contact Tim with any questions regarding this event.
Tim Brown
Phone: 502.649.1937
Membership@iialou.org

0

Friday, June 03, 2011

District Workshop


Where:
Humana
500 W. Main St.
Louisville, KY 40202

When:
8:30 AM Registration, Meeting begins at 9:00 AM and ends at 3:00 PM.

About the Event:
Leadership from the District's Chapters are invited to attend the District Workshop for the 2011-2012 year. Please contact Tim Brown (information below) if you have any questions regarding registration.

RSVP By Wednesday, May 25, 2011
Tim Brown
Phone: 502.649.1937
Membership@iialou.org

6

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Payments Notes: The Louisville Chapter's policy states that all payments must be made via the Cvent website. We accept Visa, Discover and Mastercard. All payments are processed on via secure server in full compliance with PCI Regulations. To inquire about PCI compliance or any payment questions you may have, please contact the membership chair at Membership@iialou.org

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Copyright 2009 IIA-Louisville Chapter, All Rights Reserved

IIA-Lou, P.O. Box 70092, Louisville KY, 40270

Last modified Tuesday, June 07, 2011