Your #1 Resource for Internal Audit-Minded Professionals in South Central Wisconsin Volume 35, Issue 1 July 2016 Inside this issue: President s Message Meet Your 2016-2017 Board of Governors Upcoming Events Chapter Happenings President s Message Welcome to the Madison Chapter s 2016-2017 year! My name is Anna Pire, and I am the new Chapter President for this year. I m looking forward to a successful year and hope that you are too. The Board is currently establishing committees and committee goals, as well as putting together a budget for the year. The Programs Committee is working hard to identify and plan training opportunities. There will likely be another two-day IIA seminar offered, along with additional training events. This is a particularly exciting year for our chapter as we are celebrating our 35th year as a chapter. What an accomplishment! In order for our chapter to meet the needs of our members, we rely on volunteers. As we are gearing up for the new chapter year, please email us (theiia.madison@gmail.com) if you would like to become more involved. And as always, any feedback or questions are welcome as well. Regards, Anna Pire 2016-2017 Chapter President Meet Your 2016-2017 Board of Governors Anna Pire, President [CUNA Mutual Group] Anna attended the Carlson School of Management at the University of Minnesota. She graduated with an Accounting and Finance degree. After graduation, she began working in the Internal Audit department at CUNA Mutual Group. She has been at CUNA Mutual Group almost seven years, holding progressive roles within Internal Audit. In her current role, she focuses on internal audit and enterprise risk management activities. Anna is a CPA, CIA, AIAF and CRMA.
Meet Your 2016-2017 Board of Governors Mark Shikoski, VP-Operations [Madison Gas & Electric] Mark is the IT Audit Manager at MG&E, where he is responsible for assisting the Audit Director in the planning and execution of the information technology activities of the Internal Audit department. Prior to MG&E, Mark worked at the State of Wisconsin of Investment Board for 11 years in Internal Audit. Mark is a CPA, CIA and CISA. Eric Solverson, VP-Administration [CUNA Mutual Group] Eric obtained a B.S. degree in Finance from the University of Illinois at Urbana- Champaign and his Master s degree with an internal audit certificate from Northern Illinois University. He began his career performing external audits and consulting services at a local CPA firm in Deerfield, IL. In 2013, he joined CUNA Mutual Group as an internal auditor. Eric currently works as a compliance analyst and is a CPA, CIA, CISA and FLMI. Cheryl Manns, Treasurer [WEA Trust] Cheryl obtained a B.S. degree in Accounting with a minor in Finance from Upper Iowa University and her MBA from Keller Graduate School of Management. She began her career performing consulting, risk management and internal audit services. In 2013, she began working as a senior internal auditor for WEA Trust, where she assists the Audit Director in development and execution of the departmental audit plan. Kristen Tranmal, Secretary [Physicians Plus Insurance Corporation] Kristen graduated from Millikin University with a degree in Accounting and has her CIA, CISA and CRMA designations. She has had several audit positions over the last 20+ years in the Madison area. She has been active with the Madison IIA chapter for over 10 years in various volunteer roles. Eric Griffin [NGL Insurance Group] Eric graduated from UW-Whitewater with an Accounting major and an Economics minor. He then worked in public accounting as an auditor for Clifton Gunderson (now CliftonLarsonAllen) in the Madison office for about three years. After that, Eric joined National Guardian Life Insurance Company, where he has spent the past seven years in the Internal Audit department. In addition to the IIA, Eric is also a member of the IMA, where he serves on the board of the Madison chapter. Colin Shepard [Madison Gas & Electric] Colin joined MG&E Internal Audit in 2011 and was promoted to the Director role in 2015. He is responsible for overseeing all aspects of the Internal Audit function. He previously worked for QBE Insurance Companies (formally General Casualty). Colin graduated from Concordia University Wisconsin with a major in Accounting. He is a CIA and also an ACL Certified Data Analyst (ACDA). Colin is a Past-President and former Treasurer of the Madison IIA chapter. Dan Gugel [CUNA Mutual Group] Dan is a Consultant at CUNA Mutual Group in the Risk & Assurance department. He joined CUNA Mutual Group in 2011. In his role, he is responsible for managing audit engagements and oversight of ERM activities within the IT department. He obtained his Bachelor s degree in Accounting with a concentration in Finance and Master s degree in Accountancy from Edgewood College located in Madison, WI. Dan obtained CFE designation in 2014. Page 2
Misty Healey [Great Lakes Higher Education Corporation] Misty graduated from Upper Iowa University with a degree in Financial Management. Misty has worked at Great Lakes Higher Education Corporation in various departments since 2001. She is currently working in their Servicing Audit department and will soon be starting in August in their Internal Audit department. Joe Korish [Alliant Energy] Joe graduated from Northern Illinois University with a degree in Accountancy and started his Internal Audit career at Sears Holdings Corporation. He has internal audit experience in multiple industries including retail (Sears Holdings), telecommunications (TDS) and energy/utilities in his current position at Alliant Energy. Joe has the CIA and CFE designations and recently completed his MBA at the University of Wisconsin Madison. Imad Mouchayleh* [Madison College] Imad graduated from Saint Joseph University Lebanon with a Master s degree in Business Administration. He worked as a Senior Auditor with the largest local CPA firm in Lebanon and then transitioned to the Administrative and Financial Manager for a freight forwarding company in Charlotte, NC. When he relocated to Austin, Texas, Imad took the position of Director of Internal Audit with Austin Community College District. He relocated to Fort Worth and became an Internal Audit Manager with Tarrant County. Imad was hired as the Senior Internal Auditor seven months ago for Madison College. Russell Herrington* [American Family Insurance] Russell earned his BS in Accounting at Upper Iowa University in 2014 and his MS in Accountancy from Edgewood College in 2015. He has worked at CUNA Mutual Group in the Internal Audit department, and currently works at American Family Insurance with the Internal Controls Unit. He has his CIA and CFE designations and is currently working towards his CPA designation this year. Lindsy Julius* [American Family Insurance] Lindsy graduated from UW-Whitewater in 2012 in Accounting and Finance. Upon graduation, she worked at CUNA Mutual Group in the Internal Audit department until 2015. She started at American Family Insurance in the Internal Audit department in August 2015. She has her CPA designation and is working towards her CIA designation this year. Brett Borne* [Madison Gas & Electric] Brett received his MBA from Edgewood College with a concentration in Accounting. He worked at Wipfli CPAs and Consultants for two years, primarily auditing manufacturing companies. He has been at MG&E for two years. Becky Jo Beyer* [Great Lakes Higher Education Corporation] Becky Jo graduated from UW-Whitewater in 2005 in Accounting. Upon graduation, she worked at RSM (formerly McGladrey & Pullen) as an external auditor. In 2013, she began working at Great Lakes Higher Education Corporation in the Internal Audit department. She has her CPA designation and is working towards her CIA designation this year. * = new to the Board this year Designation key: Certified Public Accountant (CPA) Certified Internal Auditor (CIA) Certified Fraud Examiner (CFE) Fellow, Life Management Institute (FLMI) Certified Information Systems Auditor (CISA) Associate in Insurance Accounting and Finance (AIAF) Certification in Risk Management Assurance (CRMA) Page 3
Upcoming Events 2016 Governance, Risk and Control Conference The 2016 Governance, Risk and Control (GRC) Conference is an IIA and ISACA collaboration. Join more than 600 professionals from 40+ countries at the GRC Conference that draws together the best and brightest minds to embrace challenges, forge solutions, and define the future of global GRC. Earn up to 18 CPE with an educational program consisting of four general and 48 concurrent sessions in the following tracks: Cyber: Risks, Controls, and Probabilities IT Audit Core Principles Internal Audit Personal Brand Enhancement Strategies Internal Audit Core Skills Refinement The GRC Conference takes place August 22-24 in Fort Lauderdale, FL. Click on the banner for more information and to register. Baker Tilly Educational Roundtables We are excited to announce that the educational roundtables with Baker Tilly will continue this year. Our chapter, in partnership with Baker Tilly who provides the meeting space, speakers, and refreshments, will hold three educational roundtables on timely and relevant topics. Stayed tuned for the invitation to the first program, scheduled for Thursday, September 22 from 8:30-10:30 am. Topics to be covered at the first roundtable include Understanding Vulnerability Assessments and SOC and Cloud Computing. Look for more roundtables, coming in December and March, for opportunities to learn from subject matter experts on the topics that matter to you. Page 4
Chapter Happenings Recently Certified Members We would like to recognize the following members who received IIA certifications during the past chapter year. Name Certification Date Christopher Tomlinson Certified Internal Auditor (CIA) 6/16/15 Jane Keller-Allen Certified Internal Auditor (CIA) 9/22/15 Sara Hofmann Certified Internal Auditor (CIA) 2/29/16 Anna Pire Certification in Risk Management Assurance (CRMA) 3/10/16 Makenzie Amato Certified Internal Auditor (CIA) 3/23/16 Russell Herrington Certified Internal Auditor (CIA) 4/13/16 New Madison Chapter Members We would like to welcome the following individuals who are new members of the Madison Chapter. Name Organization Date Joined/Transferred Trisha Edwards Madison Gas & Electric 6/18/16 Jennifer Thompson WEA Insurance 6/21/16 Amy McHugh State of Wisconsin 6/22/16 Member Company Job Postings Alliant Energy Senior IT Auditor posted 7/12/16 Ashley Furniture Internal Auditor posted 6/20/16 Board Involvement Interested in learning more about how the Chapter functions and helping to support the internal audit profession in the Madison area? Then consider joining one of our committees! Feel free to email the committee chairs directly for more information. Alternatively, contact the Chapter at theiia.madison@gmail.com to learn about other volunteer opportunities. Committee Committee Chair Email Programs Committee Eric Griffin ejgriffin@nglic.com Administration Committee Kristen Tranmal Kristen.Tranmal@PPLUSIC.com Communications Committee Mark Shikoski mshikoski@mge.com Academic Relations Committee Dan Gugel Dan.gugel@cunamutual.com Membership committee Eric Solverson Eric.Solverson@cunamutual.com Financial Committee Cheryl Manns cmanns@weatrust.com Page 5