LEHIGH VALLEY IIA CHAPTER NEWSLETTER February 2018

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1 President s Message 2018 is well underway and we have a lot planned for the rest of the year. In this newsletter, you will find the tentative program schedule for the rest of the year. We have some great events planned already including the March 16 th ACL User Group Meeting at Air Products, April 20 th Lehigh Valley Chapter s 40 th Anniversary Celebration at the Hotel Bethlehem, and the May 30 th Iron Pigs game social. In the works are a dinner meeting in March and a possible full day training at Olympus in May. Check out the Chapter s Website for registration information. The local ACFE Chapter is hosting the Student Night this year, which will be held on March 1 st at DeSales University. The speaker will be Jian Xiao from Turning Point Solutions who will present on Ethics. Registration details are forthcoming. I am happy to announce that we have our slate of officers finalized for the year. Look for an announcement in a future newsletter. I appreciate those of you who have agreed to volunteer with the organization. It takes active members to make this chapter a success. We couldn t do it without you. With that said, we are always looking for more volunteers. Whether it s as an Officer, a Board member, or planning an event, we need your assistance in achieving this goal by becoming more active in the Chapter. There are several incentives to participate as an Officer, a Board Member, or a Volunteer to assist in planning events, including: TABLE OF CONTENTS President s Message 1 Event Calendar 2 Event Details 3 4 Membership 4 Chapter News 5 Chapter Tools 6 Administration 6 Earning up to 15 free CPEs by being a Volunteer with the Chapter Networking with other professionals Resume building holding an Officer or Board position looks great on a resume Limited time commitment most positions require less than 2 hours per month A free trip to the IIA Leadership Academy at Walt Disney World in Orlando, FL Developing leadership and event planning skills If you are interested in being a Volunteer with the Chapter, or you know someone who would be a great fit for one of these roles, please reach out to me directly at sarah_rossetti@glic.com, or one of our current Officers or Board Members. I look forward to wrapping up a great year and hope to see you at one of our events. Sarah sarah_rossetti@glic.com 1

2 EVENT CALENDAR Date Description Place March 1 st Student Night with the ACFE DeSales Center Valley, PA March 16 th ACL User Group Air Products March TBD Dinner Meeting TBD April 20 th IIA Lehigh Valley 40 th Celebration Hotel Bethlehem May 10 th Spring Conference with ACFE TBD May 30 th Iron Pigs Social Event Coca Cola Stadium IIA Lehigh Valley Chapter Events Cancellation Policy Reservations for Chapter Events are first registered, first served. Payment for all events is preferred at the time of registration. Breakfast and Dinner meetings may be paid at the door, but cancellations after registration period cannot be refunded. Payments for any other Chapter event must be made no later than the close of the registration period. If payment is not made by this time, then stand-by registrants will replace unpaid registrants as attendees. The Chapter incurs fixed costs when arranging a Chapter event, so any cancellation (paid or unpaid) after the close of the event registration cannot be refunded, nor applied to a future Chapter event. 2

3 EVENT DETAILS March 1, 2018 Organizational Ethics and Corporate Governance Student Night with the ACFE DeSales University Center 5:00pm to 8:30 pm DeSales University 2755 Station Avenue Center Valley, PA IIA/LV ACFE member $20 Law Enforcement Retiree $10 Nonmembers $30 Students (+family) and Faculty are free Please use link to register: Please use link to pay: This course will provide participants with: Participants will be able to: An understanding of the Professional Codes of Ethics US vs. International (AICPA/IMA/SEC vs. IESBA) An understanding of the linkage of organizational missions statement, leadership, organizational ethics, individual ethics and corporate culture An understanding of the causes of fraud and how to detect and prevent them via three cases studies Discuss application of the various Codes of Ethics of professional organizations Examine how ethics can collapse or build based on the upper management's ethical values Analyze various Frauds and examine how to detect and prevent Frauds, such Financial Statement Frauds As top management, know how to pay attention to financial statement items What are the professional's obligation of reporting the fraud, based on the models in the Codes of Ethics Speaker Jian Xiao, MBA, CPA, CMA, CGMA Jian is founder and CFO of Turning Point Solutions. Turning Point provides CFO services such as planning, budgeting, accounting advisory and training to start up, small and midsize business owners. Jian is also an adjunct professor in the Gabelli School of Business and the former Director of the Certified Management Accountant (CMA) Exam Preparation program in the School of Professional and Continuing Studies, at Fordham University. Jian is a recipient of the Dean's Award for Excellence in teaching at the Gabelli School, and a nominee for the Presidential Award for Excellence in Teaching at the Zicklin School of Business, Baruch College. Prior to starting Turning Point Solutions Jian served as a Director in the Financial Management Group at Metropolitan Life Insurance Company where she managed MetLife s International Technology financial portfolios. She partnered with CFOs, CIOs and other key stakeholders to develop best practices to drive financial results, financial analysis, and long term planning and asset management. Jian has served as a consultant to Soros Fund Management, performing a due diligence review on the Quantum 3 Endowment Fund s performance reporting. Jian has also held positions at ABN Amro, Merrill Lynch, Societe Generale and Dreyfus.

4 EVENT DETAILS cont d LET S PLAY BALL!!!!!! Annual Social Event Iron Pigs Come out and join us May 30 th for our annual Chapter Meeting and Social Event! The evening begins with the elections of the Officers/Board of Governors for the upcoming chapter year followed by networking and some baseball! Registration to open soon!!!!!!!!!!!!!!!!!! MEMBERSHIP Current Membership is at 138!! Welcome New Members! Melissa Kolis Guardian Life Insurance Company Gary Krall County of Northampton Do you know anyone that would benefit from a membership? Benefits for Members Members only rates on conferences, seminars, and executive development through Vision University can save you hundreds of dollars Exclusive monthly Members only Webinars are part of your core membership benefits and provide you with CPE units without ever leaving your desk or paying additional fees. Members only rates for other specialty webinars and self study courses provide easy access to advance your knowledge from the convenience of your own desktop. 4

5 CHAPTER NEWS LEHIGH VALLEY IIA CHAPTER CELEBRATES 40 YEARS! Join the celebration on Friday evening, April 20, 2018 at the Hotel Bethlehem. Network with your peers, current and former leadership, and help to celebrate chapter accomplishments. More details coming soon!! Employment Opportunity with the Sands Casino The Sands Bethlehem, PA is looking to fill an Auditor Staff Audit Services position. District # 2 Chapters Support our surrounding chapters! Check their sights for upcoming events Chapter Central Jersey Website Lehigh Valley Central Penn Northeastern PA Philadelphia

6 CHAPTER TOOLS Membership Updates check your information on line, right now! All you need is your ID and password. The link is: Please note: E mail and address changes will not be updated for Chapter purposes unless you have updated with the IIA. The Chapter is unable to update this information for you. IIA Lehigh Valley ADMINISTRATION Lehigh Valley Chapter Officers President: Sarah Rossetti Vice President: Debra Bealer Secretary: Tony Sabino Treasurer: Christina Pereira Board of Governors Rob Cirillo Doreen Wynn John Falk Jodi Hartzell Jim Mahoney Darin Lueders William Lees Jason Slabikosky Richard Lebitz Tammy Klotz Shawn Dugan Michael Costa 6