Cathy Criswell 2017-2018 President

In This Issue

President’s Message

IIA News & Highlights

Events Calendar

Tulsa Chapter 2017-2018 Officers, Committee Chairs, and Governors

President’s Message You will see included in the board priorities listed on page 3, one about thought leadership. I have always been impressed with the cutting-edge practices our members have adopted, and their willingness to share with our chapter. I have become a better auditor by learning from you. One of my goals is make you aware of how you can share with our profession. The IIA makes

several avenues available for sharing, including writing articles, presenting through Audit Channel TV, speaking at conferences or meetings and through the Audit Executive Center. Sharing information helps our profession develop, as well as getting recognition for Tulsa as progressive city. You will be hearing more about this. The board members and committees are planning activities. We want to hear what you want us to provide. Please take a minute right now to send me a suggestion. The board is meeting on July 13 and I would love to have some feedback to share. Here is my email address:

cathycriswell@cityoftulsa.org I am look forward to hearing your ideas.

Cathy Criswell, Chapter President

July 2017 IIA Tulsa Chapter Newsletter

THE WORKPAPERS

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 Auditors—Tulsa Chapter” and request to join. Also, follow @TheIIA on Twitter today to get updated information and connect with colleagues across the nation!

Get Connected

Planning for our 2017-18 chapter year takes place during the summer months (June—August) and we will be actively recruiting members to assist with various committees.

Contact any Officer or Board member for more information on ways you can volunteer with the Tulsa Chapter.

Have safe and happy Independence Day!

Summary of Planning Activities

The Board of Governors discussed priorities for this chapter year (June, 1, 2017 – May 31, 2018) at the June board meeting. Following is a list of the items identified so far.

Education - Offer high quality continuing education to our chapter members. Community Outreach – Provide opportunities for members to participate in activities that

benefit the community and the profession Thought leadership - Lead an awareness campaign to inform members of ways they can

contribute Member Participation – Maximize member participation at all chapter events

The board will work on goals again at our July meeting, as well as the following discussion topics:

Decide on key performance indicators and which officers and committee chairs are responsible for them

Discuss chapter meeting and educational offerings – location, timing, topics, etc. Member survey – format, questions, distribution method, etc.

Chapter Achievement Program (CAP)

Your activities help our members and the internal auditing profession. The Chapter can report these activities to IIA headquarters to earn points in the Chapter Achievement Program (CAP). Tulsa has always been one of the best chapters in the world, recognized by earning the Gold award each

year. This is the highest award available. Because Tulsa has earned the Gold award for 10 years, our chapter is honored with the Sapphire award.

Here are just a few examples of the activities that earn CAP points: Speaking engagements inside or outside your organization Receive a quality assessment for your audit shop Participate in a quality review team (IIA and non-IIA sponsored) Write articles for Internal Audit magazine or other publications Volunteer with Junior Achievement …and many more activities

Please report your activities to cathycriswell@cityofulsa.org to help us earn points to continue our tradition of excellence.

IIA News & Highlights

Administrative Meetings Date Time Topic Speaker Location

July 13, 2017 Noon Board meeting Prosperity Bank 1330 S Harvard Prosperity Bank

August 10, 2017 Noon Board meeting Prosperity Bank

Monthly Chapter Meetings Date Time Topic Speaker Location

Work in process

Continuing Professional Education Date Time Topic Speaker Location

TBD IIA After Hours – Work in process Spring 2018 TBD Conference of Accountants TBD University of Tulsa More full day and partial day events being planned

This calendar will be updated as events are arranged, and when information changes.

Events Calendar

Tulsa Chapter 2017 - 2018 Officers, Committee Chairs, and Governors

Officers and Committee Chairs

Position Name Phone Email

President Cathy Criswell 918-596-7505 cathycriswell@cityoftulsa.org

Advocacy Cathy Criswell 918-596-7505 cathycriswell@cityoftulsa.org

ACL User Group Kerri Surdahl 918-661-7444 kerri.surdahl@conocophillips.com

Bylaws Michelle Minton 918-524-8361 mminton@semgroupcorp.com

CAP/Long-Range Planning Cathy Criswell 918-596-7505 cathycriswell@cityoftulsa.org

Certification Mark McCoin 918-236-4730 mark.mccoin@nglep.com

Chapter Specialty Centers Brittney Rice 918-728-8719 brice@bokf.com

Research Jim Sleezer 918-853-5114 jim.sleezer@okstate.edu

1st Vice President Matthew Barth 918-227-8206 mbarth@ahb-ok.com

Programs Matthew Barth 918-227-8206 mbarth@ahb-ok.com

Arrangements Robin Glade 918-921-3080 rglade@bokf.com

IIA After Hours Jami Shine 918-615-7929 jshine@quiktrip.com

IIA After Hours Jim Sleezer 918-853-5114 jim.sleezer@okstate.edu

Newsletter/Publicity/Placement Shannon Lofthus 918-281-8453 shannon.lofthus@stinnett-associates.com

Webmaster/Website Jay Crabb 918-281-8433 jay.crabb@stinnett-associates.com

2nd Vice President Ashley Wilbert 918-246-4742 ashleywilbert@stinnett-associates.com

Admission & Membership Ashley Wilbert 918-246-4742 ashley.wilbert@stinnett-associatesl.com

Community Relations Tolu Ogunseye 918-588-7480 toluwalope.ogunseye@oneok.com

Hospitality Robyn Cannon 918-748-4112 robyn.cannon@prosperitybankusa.com

Treasurer Robyn Cannon 918-748-4112 robyn.cannon@prosperitybankusa.com

Budget & Finance Robyn Cannon 918-748-4112 robyn.cannon@prosperitybankusa.com

Attendance Sheena Kafer 918-574-7663 sheena.kafer@magellanlp.com

Attendance Julie Mills 918-281-8445 julie.mills@stinnett-associates.com

Secretary Abagayl Shull 918-384-6914 abagayl.shull@cnent.com

Historian Vicki Peters 918-596-7528 vpeters@cityoftulsa.org

Academic Relations & Scholarship Sarah Kuhn 918-661-4590 sarah.kuhn@conocophillips.com

Awards Kristy Hancock 918-697-3449 khancock@bokf.com

Appointed by Board of Governors Associate Trustee Sarah Kuhn 918-661-4590 sarah.kuhn@conocophillips.com

Audit Committee Rick Brewster 918-586-4707 rick.brewster@okstate.edu

Nominating Annie Mills 918-732-1466 annie.mills@oneok.com

Governors

Term Name Phone Email

June 2017 - May 2020 Dustin Dye 918-384-6729 dustin.dye@cn-bus.com

June 2017 - May 2020 David Hurd 918-740-5740 dhurd@laredopetro.com

June 2017 - May 2020 Debbie King 918-732-1386 dking@oneok.com

June 2017 - May 2020 Sarah Kuhn 918-661-4590 sarah.kuhn@conocophillips.com

June 2016 - May-2019 Chris Carter cscmail7@gmail.com

June 2016 - May-2019 Ronny Johnson 918-740-6777 ronny.johnson@stinnett-associates.com

June 2016 - May-2019 Becky Keesling 918-921-3057 rkeesling@bokf.com

June 2016 - May-2019 David Kinkaid 918-607-0405 david.kinkaid@stinnett-associates.com

June 2015 - May-2018 Terry Cloud 918-744-2126 terry.cloud@okstate.edu

June 2015 - May-2018 Michelle Minton 918-524-8361 mminton@semgroupcorp.com

June 2015 - May-2018 Mo O’Connor 918-477-4447 mo.oconnor@unitcorp.com

June 2015 - May-2018 Marnie Padilla 918-261-3224 marnie.padilla@stinnett-associates.com

Past Presidents Past President 1 Jami Shine 918-615-7929 jshine@quiktrip.com

Past President 2 Rex Wilson 918-947-7124 rex.wilson@onegas.com