The Workpapers. President s Message. January 2014 Institute of Internal Auditors Tulsa Chapter. Inside this issue: Dear Tulsa Chapter Members,

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1 The Workpapers January 2014 Institute of Internal Auditors Tulsa Chapter President s Message Dear Tulsa Chapter Members, To borrow a phrase from a popular song, It s the most wonderful time of the year. There is music in the air, the hustle and bustle of shopping for gifts, planning and participating in parties, on top of wrapping up year end 2013 requirements. Where did 2013 go? This is the time of year where each of us looks back and reflects on the past; celebrate with friends and family, and set plans and expectations for the coming year. Of course, the celebration will all too quickly pass and we will be digging in to meet new 2014 expectations. Our December joint meeting with the IMA was very well attended. We enjoyed a very interesting presentation by Brandon Brown, VP of Audit Services at Cherokee Nation on attracting and retaining Gen-Y Millennial. I am often amazed at the generational differences creating such great diversity, and the fact that at any given Chapter meeting, we have representation from 4 or 5 different generations. What a great opportunity to share, and learn from each other, and our various perspectives. Your support and attendance at Chapter activities is greatly appreciated. Chapter meetings provide you with learning and growing opportunities through insightful presentations and networking with your peers. Please continue to encourage and invite others to come with you to our Chapter meetings. We have a great Chapter with a long history of success in advocating and promoting the value internal audit professionals add to their organizations. As you all know as Internal Auditors, we provide independent, objective assurance to the Board which adds value and improves company operations. We bring a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control, and governance processes. Lastly, I hope you have some time off to relax and rejuvenate so you can come back to work in January refreshed and rip roaring ready to go. I look forward to seeing you at the January 2014 meeting. Happy New Year! Kip Bloss, President Inside this issue: President s Message 1 General Meeting Details 2 Community Angel Tree Photos Welcome New Members 3 CIA Extreme Exam Prep 4 Upcoming Events Employment Opportunities 5 Officer/Governor Listing 6

2 Page 2 The Workpapers Back to Page 1 General Meeting Announcement TOPIC: The Standards and You WHERE: ONEOK Field (Enter by Ticket Office) 201 N. Elgin Tulsa, OK WHEN: Thursday, January 9, 2014 AGENDA: Registration: 11:30 AM Lunch and Speaker: Noon RESERVATION DEADLINE Monday, January 6, 2014 PRICES: Members $25 Guests $30 Students FREE Retired/Unemployed $12 VEGETARIAN OPTION: Available upon request. Note when registering. REGISTER: Andrea Harman andrea@stinnett-associates.com Phone: NOTE: GENERAL MEETINGS ARE HELD THE 2ND THURSDAY OF THE MONTH, unless otherwise noted. All cancellations of reservations must be made before Noon on the day before the meeting. Unfulfilled reservations will be billed. Sean Gaven, currently SVP/CFO of American Airlines Federal Credit Union and former IIA Standards Board member will provide an overview of the Standard setting process, describe how internal auditors can leverage the Standards to drive value for their organizations and the importance of conformance with the IIA Standards. SEAN P. GAVEN, CPA, CIA Sean Gaven is the Senior Vice President / CFO of American Airlines Federal Credit Union based in Ft. Worth, Texas, responsible for the Accounting and Finance Departments, as well as, Flagship Financial Group. Prior to becoming CFO in December 2013, Gaven was the General Auditor of the Credit Union responsible for the Internal Audit and Fraud Department, as well as, facilitating the organization s relationship with its federal regulators. American Airlines Credit Union is a $5.5 billion dollar federal credit union serving employees and family members of American Airlines and the air transportation industry. Prior to joining the Credit Union, Gaven was a manager of Corporate Audits at American Airlines. Before joining American Airlines in 2001, he was with the Dallas office of a Big 5 accounting firm. Gaven holds Bachelor and Master degrees in accounting from the University of Texas at Austin and is a member of the IIA, AICPA, ACFE and Association of Credit Union Internal Auditors. Gaven is a former Executive Committee member and former Chairman of the International Association of Airline Internal Auditors, and until recently a member of the IIA s International Internal Audit Standards Board. Gaven remains an active member of CUNA s Examination and Supervision Subcom-

3 Page 3 The Workpapers Back to Page 1 Community Relations Salvation Army Angel Tree THANK YOU to those who volunteered at the Salvation Army Angel Tree on December 10, 2013! If you are interested in volunteering for future events or have a suggestion, contact Community Relations Chair, Kendra Allen at Kendra@stinnett-associates.com or CHAN HEALTHCARE: Terry Cloud, Rosemary Hakenwerth, Andrea Ethridge, and Cyrus Walker President, Kip Bloss and his son, Carter, volunteering and making their donation. THANK YOU!!! Welcome New Members Name Craig Nishimura Amber Markham Luke Smith Johnny Young Company Samson Resources Corporation Navistar, Inc Cherokee Nation Businesses Cherokee Nation Businesses

4 Page 4 The Workpapers Back to Page 1 Registration: CIA EXTREME Exam Prep Offered In Partnership with the Tulsa Chapter of Internal Auditor The Certified Internal Auditor (CIA) exam has gone high-tech! Certification exams will be taken via computer at designated locations, replacing the old pencil and paper version. Gone are the exam windows which limited when you could seek the credential. Now, take the exam year-round. The best way to prepare: CIA EXTREME Exam Prep, a blended learning approach combining the best of online review materials with the best of classroom instruction. Participants receive the new IIA Learning System with online tools and learn from their peers in the classroom. The new 3-part exam has 20% more content and Part 4 is wrapped into the new Part 3. We have changed the number of days for Part 3 to 4 days, in order to cover all the material thoroughly. If you are thinking about becoming an internationally recognized Certified Internal Auditor, you need to be prepared for the rigor of the exam. With CIA EXTREME Exam Prep you get: Quality Training: This course combines expert live instruction with the IIA s premier quality online learning system. Best-practice Sharing: Participants learn from the experiences of their classmates. Performance Tracking: Monitoring of individual progress helps focus the review on areas where improvement is needed. Prices include IIA Learning System. Find more information at cepd/audit.asp Who Benefits From The CIA Credential? Earning the CIA designation is an important accomplishment and professional advantage for internal auditors during all stages of their careers including: Chief audit executives, Audit directors, Audit managers and staff, Risk management staff, Business finance and accounting students Classes January 14 17, 2014 Part 3: Business Analysis and Information Technology Fees Early Bird Rates Part 3 - $895 Regular Rates Part 3 - $925 If you already have IIA Learning System: Part 3 $595

5 Page 5 The Workpapers Back to Page 1 Upcoming Events Mark your Calendars! DATE TOPIC SPEAKER LOCATION January 9, 2014 IIA Standards Board Sean Gavin, AA FCU ONEOK Field, Tulsa February 2014 Joint meeting with Tulsa ISACA Chapter TBD TBD March 13, 2014 Communication/Writing/Interview Skills Lynn Flinn, Rowland Group ONEOK Field, Tulsa April 7, 2014 IIA-Tulsa Social Tulsa Drillers v. San Antonio Missions ONEOK BALLFIELD April 10, 2014 Fraud Interviewing Skills Toby Groves, GRC Researching ONEOK Field, Tulsa April 10, 2014 Mini-Seminar Fraud Toby Groves, GRC Researching ONEOK Field, Tulsa May 8, 2014 TBD TBD ONEOK Field, Tulsa Employment Opportunities If your company has current job openings and would like to publish on our IIA Chapter website, please send information to Placement Chairperson, Ashley Shulanberger, (Ashley.Shulanberger@Stinnett-Associates.com). Please include the following on a single page: company logo, brief position description, qualifications, and responsibilities, and contact information Company Position 1. Williams Analytics Analyst III 2. Stinnett & Associates Senior IT Manager 3. Stinnett & Associates Senior Manager 4. Stinnett & Associates Senior IT Auditor 5. ONEOK Senior Auditor** 6. ConocoPhillips Senior Auditor** ** Denotes new position listing since last newsletter.

6 Page 6 The Workpapers Back to Page 1 Tulsa Chapter Officers, Committee Chairs, and Governors Officers and Committee Chairs Position Name Phone President Kip Bloss Kip.Bloss@WPXEnergy.com CAP/Long-Range Planning Cathy Criswell CC1715@aol.com Placement Ashley Shulanberger Ashley.Shulanberger@Stinnett-Associates.com Publicity Katie Stewart Katie.Stewart@Magellanlp.com Speakers Bureau Terri Wall Terri.Wall@WPXEnergy.com ACL User Group Jennifer Goines Jennifer.Goines@Williams.com 1st Vice President Annie Mills Annie.Mills@Oneok.com Programs Annie Mills Annie.Mills@Oneok.com Arrangements Dustin Dye Dustin.Dye@cn-bus.com Web Master/Website Ashley Shulanberger Ashley.Shulanberger@Stinnett-Associates.com Certification Kim Aldrette Kimberly.Aldrette@Williams.com Newsletter Marnie Padilla Marnie@Stinnett-Associates.com 2nd Vice President Heather Jones Heather.Jones@Oneok.com Admission & Membership Heather Jones Heather.Jones@Oneok.com Academic Relations & Scholarship Katie Peper KPeper@Samson.com Business, Industry, & Government Relations Dustin Dye Dustin.Dye@cn-bus.com Hospitality Michelle Minton MMinton@Semgroupcorp.com Community Relations Kendra Allen Kendra@Stinnett-Associates.com Secretary Jami Harris JaHarris@Quiktrip.com Historian Ron Maxwell RMaxwell@Cityoftulsa.org Awards Erik Orpin EOrpin@Samson.com Treasurer Stephanie Ramirez Stephanie.Ramirez@Oneok.com Attendance Andrea Harman Andrea@Stinnett-Associates.com Budget & Finance Stephanie Ramirez Stephanie.Ramirez@Oneok.com Research TBD Appointed by Board of Governors Associate Trustee Ron Maxwell RMaxwell@Cityoftulsa.org Audit Committee Rhonda Ishmael Rhonda.Ishmael@cn-bus.com Nominating Craig Nishimura CNishimura@samson.com Governors Term Expiration Name Phone May 2016 David Kinkaid David.Kinkaid@Stinnett-Associates.com May 2016 Ronny Johnson Ronny.Johnson@Stinnett-Associates.com May 2016 Sharon Bertram Sharon@Useyourcompass.com May 2016 Chris Carter CCarter@Oneok.com May 2015 Susan Rogers Susan.Rogers@Williams.com May 2015 Rodney Pratz Rodney.Pratz@Gea.com May 2015 Marnie Padilla Marnie@Stinnett-Associates.com May 2015 Terry Cloud Terry.Cloud@Sjmc.org May 2014 Mo O Connor Mo.OConnor@Unitcorp.com May 2014 Ron Maxwell RMaxwell@Cityoftulsa.org May 2014 Sarah Kuhn Sarah.Kuhn@Conocophillips.com May 2014 Brandon Brown Brandon.Brown@cn-bus.com Past Presidents Past President 1 Jason Downs Jason.Downs@Magellanlp.com Past President 2 Dustin Dye Dustin.Dye@cn-bus.com