President s Message Hello Members, Welcome to May and International Internal Audit Awareness month. Contained in this month s newsletter are some ideas on promoting the profession within your organizations. Please share with me any activities your Audit Group may be hosting this month in honor of Internal Audit awareness. We will publish your activities in our next newsletter. In April we had two joint events with the ACFE. The Student Award Night and the Schemes and Scams fraud training, both hosted by DeSales. Thanks to John Falk for coordinating the fraud training. In addition, we had ACL training and the ACL Users Group meeting the first week in April which was hosted by Air Products. Many thanks to James Mahoney, Doreen Wynn and Tony Sabino for making ACL week a big success for the chapter. We could not have these great events without the support of our members and the leading companies and institutions throughout the Lehigh Valley. The chapter year is winding down and I would like to personally thank all of the Officers, Board Members, and Committee Chairs for all of their support throughout the year. We had many successful events this year, which were coordinated by many. Behind the scenes we implemented the new Event Management Tool to automate the registration and administration of our events, finalized our Treasurer s Manual and our Record Retention Policy. I also had the opportunity to meet some of our newest members at our events and I look forward to seeing all of you at future events. TABLE OF CONTENTS President s Message 1 Event Calendar 2 Event Details 2 Membership 3 Chapter News 4 Chapter Tools 5 Administration 5 I am grateful to have been a part of the Lehigh Valley Chapter s Leadership Team this past year. We are fortunate to have Sarah Trumbauer as our incoming President and I know she will receive the same amount of support from all of the Leadership Team and Chapter Members in 2017/2018. Marianne Marianne_Marks@glic.com 1
EVENT CALENDAR Date Description Place 9/25/17 Fraud and the Finance Professional & Ethics: Critical Thinking, Case Studies, and Fraud DeSales University, Center Valley, PA Chapter *See Chapter Tools for Chapter Websites Lehigh Valley IIA/ACFE Lehigh Valley 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. **The Lehigh Valley Chapter would like to reach out to any member that is currently unemployed and would like to still participate in events; please contact Marianne Marks Marianne_Marks@glic.com. EVENT DETAIL Full Day Event at DeSales University Center September 25, 2017 Details and registration to be announced soon!!!! 2 Fraud & the Financial Professional Matthew X. Ryan, CPA, CFE, MBA Overview: Fraud and fraud related schemes have cost U.S. and international businesses and nonprofits billions of dollars, and often have caused small companies to declare bankruptcy. While larger fraud schemes are typically uncovered during periods of economic recession, the role of CPA and accounting staff in helping to detect and prevent fraud throughout the business cycle has never been greater. This course will analyze some of the more common fraud schemes utilizing real world examples. In addition, the course will examine key techniques to mitigate the risk of fraud in your business. Ethics: Critical Thinking, Case Studies, and Fraud Francis X. Ryan, CPA, CGMA, MBA Matthew X. Ryan, CPA, CFE, MBA Overview: While ethics training is required by many states, the true value of the CPA license is in understanding how critically important ethical behavior is to one another, our customers, and to the public. This course will explore the basic tenants of ethical behavior and use case studies to explore ethical dilemmas in various companies and organizations.
MEMBERSHIP Hillary Bauer Olympus America Inc. Lauren Hanat Lutron Electronics Adam Ketch Financing Outsourcing Solutions Natalie Yerger Financing Outsourcing Solutions Anna Kopala County of Lehigh Ryan Gerhart Guardian Life Insurance Company 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. 3 www.learncia.com/chapters
CHAPTER NEWS May Is International Internal Audit Awareness Month! As an internal audit professional, you play an important role in raising awareness and elevating the profession. Whether you are an active IIA member or new to internal auditing, there s something you can do to raise awareness. For example, you can customize your email signature and social media accounts with the International Internal Audit Awareness Month digital icon (depicted at right). You can hold a lunch andlearn in your workplace to dispel myths about internal auditing and explain the value that a well resourced, independent internal audit function can provide. You can also distribute sweet treats or tokens to coworkers with an educational flier about the profession. Don t let the opportunity pass to advocate the importance of internal auditing to your coworkers and other stakeholders. For additional ideas, sample programs, tips, and templates, download the free Building Awareness Toolkit from The IIA s website. CALL FOR VOLUNTEERS The Lehigh Valley Chapter of the IIA is still seeking volunteers to fill the Treasurers position for the next chapter year (June 2017 to May 2018). The Treasure is responsible for the cash receipts, cash disbursements and quarterly reporting to the Board for the chapter. We are also seeking a webmaster for our webpage. The webmaster is responsible for updating the webpage as requested by the Officers and the Communications Chair. The current members in these roles are willing to train the incoming volunteers. Please contact Marianne Marks if you are interested in volunteering or would like more information on these roles. 4 Marianne_Marks@glic.com
CHAPTER TOOLS Membership Updates Check your information on line, right now! All you need is your ID and password. The link is: https://www.theiia.org/iia/profile/index.cfm. 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 http://www.linkedin.com/groups?gid=2103301 District # 2 Chapters http://www.auditchannel.tv Chapter Central Jersey Website https://chapters.theiia.org/central jersey/pages/default.aspx Lehigh Valley Central Penn Northeastern PA Philadelphia https://chapters.theiia.org/lehigh valley/pages/default.aspx https://chapters.theiia.org/central penn/pages/default.aspx https://chapters.theiia.org/northeastern pennsylvania/pages/default.aspx https://chapters.theiia.org/philadelphia/pages/default.aspx ADMINISTRATION Lehigh Valley Chapter Officers President: Marianne Marks Vice President: Sarah Trumbauer Secretary: Tony Sabino Treasurer: Christina Pereira Board of Governors 2017 2018 2019 John Falk Rob Cirillo Shawn Dugan Renae Yeager Jodi Hartzell Jim Mahoney Darin Leuders William Lees Jason Slabikosky Mark Yoder Tammy Klotz Doreen Wynn 5