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IIA | Tulsa Chapter Newsletter
THE WORKPAPERS
~Matthew, Chapter President
“There’s an old saying in Auditing - Fool me once, shame on me. Fool me twice, shame on me.” -
Barthism
April is here, and while our colleagues prank each other in the spirit of April Fools just remember
that not all hoaxes are fair play. Cognitive Scien-
tist and critical thinking expert, Dr. Toby Groves stated that the
greatest cybersecurity risk your organization faces are breaches due to accidental, negligent, or malicious activities of an organizational
insider. These aren’t some faceless external threat, he’s talking about
your colleagues. Those people we work right alongside each day and
even ourselves. People who know each other’s personalities and habits, people that know your line of business inside and out, people
who trust each other. The risk of financial loss and reputational dam-
age due to insider fraud is simply too high to ignore.
Lucky for us, we have invited Dr. Toby Groves to host a workshop
where he will be covering two different topics. In part one of the work-
shop, he will cover Cyber Psychology: Conquering Insider Threat
where we will learn how to develop an effective insider threat pro-gram. In part two, Future Skills: Adapting and interacting with Cogni-
tive Technologies he will teach us how to recognize the strengths and
weaknesses of human reasoning in order to avoid biases and lever-
age insight. As auditors, being fooled just once could have people asking “Why didn’t audit catch that”, so don’t be bamboozled and join
us at the workshop. If you haven’t registered, there’s still a short time
to do so!
Also this month we will be voting in our 2019-2020 leadership team.
Be sure to join us and exercise your rights as members.
April 2019
Did you know you can find your local chapter of the IIA on social media? Find us on Facebook by searching for
“IIA Tulsa Chapter” and request to join today. We are also on LinkedIn. Search for “The Institute of Internal Au-
ditors - Tulsa Chapter” and request to join. Also, follow @TheIIA on Twitter today to get updated information
and connect with colleagues across the nation!
If you have a submission or idea for an upcoming newsletter, please submit your ideas to the Newsletter Chair, Shannon Lofthus at:
In This Issue
• President’s Message
• General Meeting
Announcement
• IIA News & Highlights
• Call for Volunteers
• Employment
Opportunities
• Members-Only
Webinars
• Spring Seminar
• 2019-2020 Officer &
Governor Slate
• Tulsa Chapter 2018-
2019 Officers, Commit-
tee Chairs, and
Governors
Message
2018-2019 President
Connected
Announcement Topic:
MetaThinking: The New Critical
Thinking
Where:
Tulsa Country Club
701 N. Union Ave.,
Tulsa, OK 74127
(Refer to map on page 3)
When:
Thursday, April 11, 2019
Agenda:
Registration: 11:30 AM
Lunch & Speaker: Noon
Reservation Deadline:
Wednesday, April 10, 2019
Prices: Credit Card or Check
Members: $25
Guests: $30
Students: FREE
Retired/Unemployed: $12
Menu (buffet-style):
Chicken or beef fajitas, tortillas,
salsa, cheese, sour cream, black
beans, Mexican rice, green salad,
fresh fruit and an assortment of
desserts
Registration Contact:
Register Online HERE!
Questions? Contact Leslie Clarke
at [email protected] or Brittanny
Slusher at [email protected]
Note: General meetings are
held the 2nd Thursday of the
month, unless otherwise noted.
To register for the April Tulsa IIA meeting, please visit: http://
www.eiseverywhere.com/413955 and submit your registration online. You may
also use the same link to cancel a reservation.
All cancellations of reservations must be made before noon on the day before
the meeting. Unfulfilled reservations will be billed as the IIA is billed at the
reservation rate, not attendance.
MetaThinking: The New Critical Thinking Presented by Toby Groves, Ph.D.
Toby Groves is a researcher, speaker, and writer on critical think-ing and expert judgment with a Ph.D. in psychology. He performs live ex-periments with professional audienc-es to reveal the invisible influences that drive their decision-making, giv-ing them powerful, new self-awareness of their thinking process-es. In the past, he was an executive in the financial industry and CPA and now speaks frequently and writes for his new blog/podcast, Metathink-ing and for professional and academic journals.
Presentation Summary:
Attendees will learn new thinking approaches that improve critical thinking and judgment by understanding how to examine the relevance of evidence and learning how to assess the quality of their own rea-soning processes.
Metathinking is a game-changing approach to critical thinking for all decision makers. The Metathinking approach developed by Dr. Groves spurs a dynamic analysis of our own reasoning processes, exposing hidden factors that influence our thinking, boosting the quality of higher-order thinking and problem solving for individuals and teams. The au-dience will be taught to recognize assumptions that corrupt their rea-soning processes and methods that unveil subconscious associations that shape their interpretations. The session will introduce new ways to interact with evolving cognitive technologies and artificial intelligence. Attendees will leave the session with new abilities to tap cognitive net-works that allow them to discover defining issues, solve complex prob-lems and make decisions with clarity and confidence.
FROM TULSA INTERNATIONAL
AIRPORT Take interstate 244 West and after
downtown Tulsa follow the signs to-
wards Sand Springs, (64/51 also
known locally as the Keystone Ex-
pressway or the Cimarron Turnpike).
Stay in the right lane on 64/51 and exit
on the Gilcrease Museum Road and
then turn right. At the next traffic light
(Edison) turn right. Travel ½ mile and
turn left on Union Ave. Club entrance
is immediately on right.
FROM RIVERSIDE DRIVE Travel north on Riverside until you
come to Denver Avenue and merge to
the right. Once on Denver, travel ap-
proximately 1.5 miles to Edison and
turn left. Travel approximately 1 mile to
Union (you will pass the golf course on
the right). Turn Right on Union. Club
entrance is immediately on right.
FROM THE BROKEN ARROW
EXPRESSWAY (64/51) Travel Westbound on 64/51. After passing through downtown Tulsa the road curves right heading North. (Make
sure you stay on 64/51) Immediately after the curve start getting in the left lane to exit toward Sand Springs. (This
is kind of a bad spot traffic wise because you have to cross three lanes of traffic fairly quickly). After the Sand
Springs exit get in the right lane and exit on Gilcrease Museum Road and turn right. At the next traffic light
(Edison) turn right Travel ½ mile and turn left on Union Ave. Club entrance is immediately on right.
Parking N
Un
ion
Ave
W Edison St
Join us at the TULSA COUNTRY CLUB (red star below) located at 701 N. Union Ave., Tulsa, OK.
We hope that you can join us as we kick off our 2018-2019 chapter year!
Directions
Reminder!!
As we get into our active
Chapter year, now is a
good time to review your
contact information on your
IIA profile and to ensure
you’re able to access your
account online. It’s im-
portant to keep this infor-
mation up to date so that
you continue to receive
Tulsa Chapter notifications,
receive the Member rate
on your Tulsa Chapter
meetings and conferences,
and receive customized
communications directly
from The IIA. Get started
now!
You may also find this
newsletter information and
more about The IIA - Tulsa
Chapter at:
https://chapters.theiia.org/
tulsa/
The proposed bylaws
which were voted on and
adopted during the October
meeting are posted to the
“Members Only” page.
Don’t forget to make sure
your communication prefer-
ences are up-to-date so
that you don’t miss any
Chapter news!
Is Your Internal Audit Group Compliant with The Standards? The IIA Standards require that internal audit activities have
an external review at least every five years. The IIA Tulsa
Chapter has a peer review program available to you that
includes several trained assessors who can conduct these
reviews at a minimal cost. If interested, the Chapter will
work with you to select a team that includes experts on The
Standards as well as individuals knowledgeable about your
particular line of business. The minimal cost to your compa-
ny includes expenses incurred by the team members which
typically include mileage, parking and meals while on site
and a contribution to the Chapter’s scholarship and training budget. Reviews
are typically arranged three to six months in advance. If you are interested in
complying with the Standards, contact Jim Sleezer ([email protected])
to schedule a review.
Chapter Achievement Program (CAP) The Chapter Achievement Program (CAP) is an achievement/recognition pro-
gram for chapters in North America that uses points /credits to recognize chap-
ter activities that align with the North American Strategic Plan in three service
categories: Service to Members, Service to the Profession, and Chapter Re-
porting. There are many things members can contribute to helping the chapter
earn points.
Members and member companies who participate or perform the following ac-
tivities can earn points for our Chapter:
• Speaking engagements inside or outside your organization
• Receive a Quality Assessment for your audit shop
• Participate in a QAR quality review team (IIA and non-IIA sponsored)
• Published articles
• Junior Achievement Volunteer hours
• …and many more programs.
If you have participated in any of these programs, please contact Matt Barth to
earn achievement points for the chapter and continue our tradition of excel-
lence.
Highlights
Pulse of the Profession: Defining Alignment in a Dynamic Risk Landscape April 16, 2019 | 1:00-2:00 p.m. ET | 1 CPE
Over the past decade, the speed at which risks emerge and evolve has accelerated dramatically, compelling
organizations to adopt new strategies and reorder priorities to survive and thrive in an increasingly complex risk
environment. Today’s board members and senior executives must be mindful of a dizzying array of factors, such
as disruptive technologies, geopolitical uncertainty, and global economic conditions that threaten to derail organ-
izational goals. The increasing complexity of such daunting challenges makes it imperative for all players in risk
management to be informed and aligned. The 2019 report aims to provide insights and direction to help internal
audit inform and influence boards and executive management in four key risk areas: cybersecurity and data pro-
tection, third-party risks, emerging and atypical risks, and board and management activity. Learn more.
Learning Objectives:
• Understand how to better inform stakeholders about potential underperformance in key risk areas.
• Identify strategies for addressing any areas of weakness or misalignment that may exist in their organiza-
tions.
• Learn how to provide assurance on information going to the board.
• Discover how to ensure internal audit’s views are clearly communicated to the board and audit committee.
Webinars
Contact any Officer or Board member for more information on ways you can help give back with the Tulsa
Chapter. The success of our Chapter depends on the many volunteers who support us.
Volunteers
If your company has job openings and would like to publish on our IIA Chapter Careers webpage, please send information to
Shannon Lofthus ([email protected]) and Kristy Hancock ([email protected]).
Please include the following on a single page:
Company logo, brief position description, qualifications and responsibilities, and contact information
Company Position
1. Magellan Midstream Partners IT Audit Specialist
2. Magellan Midstream Partners Audit Services Manager
3. ONEOK, Inc. Auditor
4. Stinnett & Associates Associate
5. Stinnett & Associates IT Auditor
6. The Williams Companies **Corporate Auditor III
** Denotes new position listing since last newsletter.
Opportunities
Seminar
When: Wednesday April 10, 2019; 8:30-4:30pm
Where: Williams Tower 1 (the smaller of the two black glass buildings)
One West 3rd Street
1st Floor St. Francis Room
CPE hours: 8 hours
Cost: $215
Register online by Thursday, April 4 at: http://www.eiseverywhere.com/408992
Topic Overview:
The greatest cybersecurity risks your organization faces are breaches due to accidental, negligent or malicious activities of
an organizational insider. Together these represent the largest risk of financial loss and reputational damage to any organiza-
tion. In this crucial session attendees (IT and non-IT experts) will learn how to develop an organizational approach to insider
threats and how to implement proactive approaches to recognize evolving risks and weaknesses. Attendees will learn the
important assets they can use to detect and thwart security risks. They will understand breach tactics, behavioral and data
patterns that indicate risks, and the most effective weapons against insider threats in the ongoing cyberwar.
Cognitive technologies including artificial intelligence, robotic process automation, natural language processing and speech
recognition are transforming our professions. A deeper look reveals how this transformation creates a future full of opportuni-
ties for people who possess strong critical thinking and communication skills and know how to interact with evolving technolo-
gies. Artificial intelligence has different strengths and commits different types of errors than human decision makers. Under-
standing these differences allows us to leverage their complementary abilities, identify weaknesses, avoid errors, and
achieve the highest order of professional judgment and decision-making power.***Features live demonstrations of cognitive
technology***
Dr. Toby Groves:
Toby is a social cognitive scientist, speaker and writer. He researches innovative thinking approaches that spark insight with
a focus on higher-order critical thinking, problem solving and communications. He presents his unique content using vivid
mental imagery and radically interactive exercises. His fascinating history spurred a lifelong research journey in advanced
critical thinking and communications in expert environments. A popular speaker amongst leading organizations in industry,
government, and academia, Toby works with experts that provide society's most critical services including the audit, intelli-
gence, investigative, legal and medical communities. Toby has a PhD in psychology, an MA in industrial-organizational psy-
chology, and has training in a unique combination of forensic psychology and forensic accounting.
& Cognitive Technologies
Please note the date
Officer Slate 2019-2020
Presenting the Officer nomination slate for the 2019-2020 IIA Tulsa Chapter Year! We will take a vote
to kick-off our April General Meeting. We look forward to seeing you there!
President
Sarah Kuhn has a long history with the Tulsa Chapter and has been active as a chapter volunteer since
2006, she has served our chapter on multiple committees, on the board, and in other officer roles. Sarah
was introduced to internal auditing through an internship while in school at TU. That early experience has
turned into not only a career but a passion for the profession. In addition to her volunteer work with the
IIA, Sarah also participates in the Oklahoma Energy Forum for Internal Audit and leads a university re-
cruiting team for ConocoPhillips. In her free time, she enjoys travelling the globe, telling stories, trying
new things, tasting wine, and sampling culinary delights.
1st VP
Emily Marang, CIA, CRCM is an Internal Audit Senior with BOK Financial. She holds Bachelor's Degrees in
both Accounting and Finance from the University of Central Oklahoma, is a Certified Internal Auditor (CIA) and
Certified Regulatory Compliance Manager (CRCM). Emily has served the Tulsa Chapter IIA as the Co-Chair of
the Academic Relations Committee and Treasurer for the 2018-2019 Chapter year. Emily serves on the
Boards of Toastmasters Club 3544 and Sand Springs BMX. In her free time, Emily enjoys spending time with
her husband Chris and their two children.
2nd VP
Darlena Granger is an internal auditor with ONEOK, Inc. She holds a Bachelor Degree in Accounting from
Langston University, and is working towards a Certified Internal Auditor (CIA) certification. She serves on
the committee of Supporter Engagement for ONEOK’s Black African-American Resource Group and previ-
ously served on the Community Relations Committee for the Tulsa Chapter IIA. Darlena is married to
Charles and they have two kids and two dogs.
Treasurer
Leslie Clarke is a Senior Internal Auditor at BOK Financial. Prior to joining BOKF, she was an auditor at
Cherokee Nation Businesses for five years. She graduated from Rogers State University with a Bachelor’s
degree in Business Administration - Forensic Accounting. She serves as the current IIA Tulsa Chapter Attend-
ance Chair and is working toward obtaining her CIA certification. She enjoys spending her free time with her
daughter, friends, and family.
Secretary
Brian Wandel is a CPA with over 19 years of professional work experience with 16 years of internal and 3
years of external audit experience. His audit experience has focused on operations, compliance, investiga-
tions, and analytics. Prior to joining Magellan, Brian worked at First American Financial, LSB Industries and
Finely & Cook where he gained experience in financial, insurance, manufacturing, chemical and governmen-
tal industries. He served as the Treasurer on the Oklahoma City chapter of Institute of Internal Auditors (IIA)
for two years.
2019-2020 Governors Governors (terms expiring May 2022)
Becky Keesling is Executive Vice President, Chief Auditor for BOK Financial Corporation, a top 25 US-
based financial services company. Keesling was appointed Chief Auditor in late 2013. She is responsible for
ensuring the Company’s internal controls are designed properly and operating effectively, performing inde-
pendent assessments of the Company’s compliance with various laws and regulations and serving in an
advisory capacity for certain projects ongoing throughout the Company. Keesling joined the internal audit
team at BOK Financial in 2004. In 2005 she moved to Credit Administration where she managed a team
responsible for financial reporting as it pertained to the loan portfolio and allowance for credit losses. Prior to
joining BOK Financial, Keesling spent 10 years in public accounting primarily with Ernst & Young LLP where she audited
public and private companies serving clients in the financial services, energy, and manufacturing industries. Keesling has an
accounting degree from Missouri State University (formerly Southwest Missouri State University) and is a member of the
American Institute of Certified Public Accountants, the Oklahoma Society of Certified Public Accountants and the Institute of
Internal Auditors (IIA). Keesling currently serves on the board of the Oklahoma Hall of Fame, Emergency Infant Services,
Missouri State University School of Accountancy Advisory Board, and IIA Tulsa Chapter Board of Governors. Keesling also
serves as a volunteer with Reading Partners Tulsa.
David Kinkaid, CPA, CIA, CFE, is Principal with Stinnett & Associates. He has 25 years of experience in
internal audit, finance, and public accounting. For the past 20 years, David has focused on formulating and
leading corporate internal audit functions and Sarbanes-Oxley compliance efforts for a variety of organiza-
tions. This would be David’s fifth term on the IIA-Tulsa Chapter Board of Governors. David’s experience in-
cludes working closely with Executive Management teams, Audit Committees and Corporate Boards in a Gen-
eral Auditor role and establishing Internal Audit functions in both private and publicly traded organiza-
tions. David began his career in public accounting with KPMG. He then held various positions in Internal Audit
and Finance for Willbros Group, Inc. and Dollar Thrifty Automotive Group, Inc. Prior to joining Stinnett, David was the Gen-
eral Auditor for Vanguard Car Rental USA Inc. David enjoys presenting to IIA chapters on topics promoting efficiency within
the Internal Audit function, and was a facilitator in the 2007 and 2008 MISTI Sarbanes-Oxley Strategic Symposium national
roundtable concerning effective and efficient compliance. In addition to his CIA, CPA, and CFE certifications, David holds a
Master’s Degree in Accounting and Bachelor’s Degree in Finance from Oklahoma State University.
Jami Shine, CIA, CISA, CRISC, CSM, graduated summa cum laude from the Honors Program at Oral
Roberts University and has over 12 years of combined internal and external audit experience. She is the
Corporate and IT Audit Manager for QuikTrip Corporation and is also a volunteer facilitator for the IIA,
leading both online and in person trainings. She currently serves as a District Representative and a
member of the IIA’s North American Chapter Relations Committee. She has served in every officer posi-
tion for the Tulsa chapter except Treasurer, including two years as 1st VP, and was honored with the
Auditor of the Year Award in 2018.
Kim Aldrette, CIA, CRMA, CCSA, CPA, has nearly 25 years of experience providing risk assessment, inter-
nal audit, accounting, Sarbanes-Oxley, process improvement, data analytics, quality control and consulting
services. She is currently a director of internal audit at Williams. Prior to joining Williams, Kim was an audit
supervisor for Occidental Petroleum and a senior associate for Coopers & Lybrand. Kim previously served two
terms as Treasurer for the Tulsa IIA Chapter and participated on the IIA’s Treasury Task Force.
Tulsa Chapter 2018 - 2019 Officers, Committee Chairs, and Governors Officers and Committee Chairs
Position Name Phone Email
President Matthew Barth 918-227-8206 [email protected]
Advocacy Matthew Barth 918-227-8206 [email protected]
ACL User Group Kerri Surdahl 918-661-7444 [email protected]
Bylaws Michelle Minton 918-524-8361 [email protected]
CAP/Long-Range Planning Matthew Barth 918-227-8206 [email protected]
Certification Shannon Lofthus 918-281-8453 [email protected]
Chapter Specialty Centers Matthew Barth 918-227-8206 [email protected]
Research Jim Sleezer 918-853-5114 [email protected]
1st Vice President Robyn Cannon 918-748-4112 [email protected]
Programs Committee Chair Robyn Cannon 918-748-4112 [email protected]
Programs Committee Member Cathy Criswell 918-596-7505 [email protected]
Programs Committee Member Jim Sleezer 918-853-5114 [email protected]
Programs Committee Member Sarah Kuhn 918-661-4590 [email protected]
Programs Committee Arrangements Vicki Peters 918-596-7528 [email protected]
Newsletter/Publicity/Placement Shannon Lofthus 918-281-8453 [email protected]
Webmaster/Website Kristy Hancock 918-697-3449 [email protected]
2nd Vice President Sarah Kuhn 918-661-4590 [email protected]
Admission & Membership Sarah Kuhn 918-661-4590 [email protected]
Community Relations Jeanette Franco 918-588-7498 [email protected]
Hospitality Robyn Cannon 918-748-4112 [email protected]
Treasurer Emily Marang 918-728-8756 [email protected]
Budget & Finance Emily Marang 918-728-8756 [email protected]
Attendance Leslie Clarke 918-606-1153 [email protected]
Attendance Brittanny Slusher 918-921-3062 [email protected]
Secretary Tolu Ogunseye 918-588-7480 [email protected]
Historian Vicki Peters 918-596-7528 [email protected]
Academic Relations & Scholarship Sarah Kuhn 918-661-4590 [email protected]
Academic Relations & Scholarship Emily Marang 918-728-8756 [email protected]
Awards Cathy Criswell 918-596-7505 [email protected]
Appointed by Board of Governors
Audit Committee Brian Wandel [email protected]
Nominating Cathy Criswell 918-596-7505 [email protected]
Governors
Term Expiration Name Phone Email
May-21 Terry Cloud 918-586-4708 [email protected]
May-21 Michelle Minton 918-524-8361 [email protected]
May-21 Mo O’Connor 918-477-4447 [email protected]
May-21 Marnie Padilla 918-261-3224 [email protected]
May-20 Dustin Dye 918-384-6729 [email protected]
May-20 Hannah Hallock 918-661-1787 [email protected]
May-20 David Hurd 918-740-5740 [email protected]
May-20 Debbie King 918-732-1386 [email protected]
May-19 Chris Carter 918-236-4797 [email protected]
May-19 Ronny Johnson 918-740-6777 [email protected]
May-19 Becky Keesling 918-921-3057 [email protected]
May-19 David Kinkaid 918-607-0405 [email protected]
Past Presidents
Past President 1 Cathy Criswell 918-596-7505 [email protected]
Past President 2 Jami Shine 918-615-7929 [email protected]