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Year-End Report May 2016 – June 2017 IIA Portland Chapter 1
Year-End ReportMay 2016 – June 2017
IIA Portland Chapter
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President’s MessageIt’s hard to believe that another chapter year has come to an end! I have appreciated the opportunity to lead our Chapter over the last year. In our annual report, we acknowledge and reflect on our Chapter’s many achievements throughout this year.
� The IIA’s Chapter Achievement Program is a tool that we use to evaluate our success in service to members, service to the profession and chapter administration. The Portland Chapter remained at the Platinum status for the seventh consecutive year! This status recognizes the strong involvement of our members and continued interest in our programs.
� Chapter engagement – ranging from attendance at the Chapter’s monthly meetings to volunteering as speakers – remains critical to our programming success. I want to thank the officer team, the Board of Governors, and the Chapter volunteers for all of their hard work and dedication this year.
� Expansion of chapter involvement, successful new programs, and continued success of our established programs. We also continue supporting our mission – the continued promotion, advocacy, and development of the practice of internal auditing.
I encourage each of you to review the pages of this report to see the faces of the Chapter’s leadership team, reflect on the training events held this year, review updates on key Chapter activities, and learn more about the activities of our Chapter.
I want to extend a thank you to all members, volunteers, speakers and board members who contributed to our successful chapter year. It was an honor to serve as the Chapter President and a great learning opportunity.
I encourage you to consider volunteering with our chapter in the future to develop leadership skills, grow your network and re-energize your passion for the profession. We always have room to grow our programs and would love to have your energy and ideas. Volunteering options include: academic/college outreach, young professional group, government audit, marketing, social media, newsletter writing, CPE programs, social events, philanthropy, administration, certifications, technology, events support and more! Please consider volunteering in the future.
I welcome incoming President Andy Willis and our 2017-2018 leadership team.
Here’s to a successful new program year!
Sincerely, Dana Lawrence2016 – 2017 President
THANK YOU
For your support,
involvement, hard
work and dedication
throughout the year!
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Report Outline
Portland IIA’s Comprehensive
Report on Chapter Activities
Chapter Achievement Program & Membership Statistics…………………………..…4
Chapter Events………………………………………………………………….….….7Training Events (pages 7-10)
Networking Events (pages 11-12)
Chapter Leadership……………………………………………………………….….13Officers (pages 13-14)
Board of Governors (pages 15-20)
Volunteers (pages 21-25)
Chapter Planning & Other Information..…………………………………………….26
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Chapter Achievement Program
7YearsPlatinum Status in Chapter
Achievement Program
Through the Chapter Achievement Program (CAP), Chapters that achieve gold status, 10 years in a row, receive platinum status in their 11th year. The Portland Chapter has earned platinum status for it’s 7th consecutive year!1
The CAP program helps chapters:
• Focus on activities that support annual goals
and objectives.
• Keep track of all chapter activities during the
year.
• Measure success based on different
performance levels reached at year-end.
• Benchmark against other IIA chapters of the
same size.
• Ensure effective and timely communication
with IIA Headquarters, the District
Representative and Advisor.
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Chapter Achievement Program (continued)
The Chapter Achievement Program (CAP) is an achievement recognition program for chapters in North America that uses points / credits to recognize chapters in three service categories.
Bronze: 685 pointsSilver: 1,060 pointsGold:* 1,560 points
CAP Targets:
*Chapters reaching Gold 10 of 11 years receive Platinum status.
Category (minimum requirement) Earned
Service to Members (325): 680
Service to Profession (200): 786
Chapter Administration (160): 413
Total Chapter CAP Points Earned 1,879
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Chapter Members & Leadership
4602
52 New Members9 New Certifications
(CIA & CRMA)
Chapter Members
5 Officers
15 Board of Governors Members
9 Volunteers
Chapter’s Leadership & Volunteers
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Chapter Events
539
13 Training Events
50 Hours of CPE Offered
2 Networking Events(including Student Night)
Total Registrations(at Training Events)
The IIA is the leader in innovative internal audit training. Our Chapter provides quality, engaging and facilitated learning opportunities for members and customers.
We are committed to offering a variety of events, delivering the very best in internal audit training and networking opportunities.
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Training Events: Luncheons
Date Topic Presenter Company
September 2016 Effective Audit Reporting Drummond Khan City of Portland
October 2016(joint with ISACA)
COSO and ERM Weston Nelson, Elaine Yan Moss Adams
December 2016 Business Continuity Chris Cochran Avangrid
January 2017 Audit Never Sleeps Angela Witzany IIA - Global Board
February 2017 Fraud Investigations Sarah Schwindt EY
March 2017 The Art of Feedback Erin Harper Simple
April 2017 Career Management Todd Weinman The Weinman Group
May 2017 Privacy Matt Storer Wells Fargo
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Training Events: Luncheons
The Portland IIA enjoyed hosting Angela Witzany,Chairman of the IIA Global Board, in January for her presentation on Audit Never Sleeps.
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Training Events: Seminars
Date Topic Presenter
October 2016 Lessons from an $8.5M Fraud Nathan Mueller
November 2016Intentional Reporting &
Data VisualizationStephanie Evergreen
January 2017 Selling Audit Ideas John Hall
March 2017 Critical Thinking Raven Catlin
May 2017Analyzing and Improving
Business ProcessesIIA Onsite
(BPA Hosted)
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Networking Events – Student Night
Portland IA held Internal Audit Student Night on February 15, 2017 at PSU
1 Willamette U., Corban U., OSU, PCC, U. of Portland, and Western Oregon U. made up approximately 20% of attendance.
Students from 7 local schools were in attendance, with the majority from Portland State University.1
students attended
professionals volunteered to network with students 14
50
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� Positive feedback from both students & professionals in attendance
� Students enjoyed the panel and presentation, networking, resources and hand-outs
� 76% of the students in attendance signed up to receive further information from the IIA
We will begin planning another student night in fall 2017, to be held in winter 2018. We encourage more participation. Contact Amanda Bartunek if you would like to be involved.
Networking Events – Student Night
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Officers
Andy Willis, CIA
Chapter Role: VP of Seminars
Years in IIA: 9
Employer: Peace Health
Previous Role: VP of Seminars
Dana Lawrence, CIA, CRMA, CFSA, CRVPM
Chapter Role: President
Years in IIA: 9
Employer: Simple Finance Technology Corporation
Previous Role: VP of Luncheons
Mandy Jolly Santiago, PMP
Chapter Role: VP of Luncheons
Years in IIA: 9
Employer: Moss Adams LLP
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Officers (continued)
Ellen Tillotson, CIA, CFE
Chapter Role: Secretary
Years in IIA: 8
Employer: Unitus Community Credit Union
Previous Roles: Secretary, Membership Chair
Incoming officer team:
� President: Andy Willis, PeaceHealth
�VP of Luncheons: Mandy Jolly Santiago, Moss Adams
�VP of Seminars: Lauren Toda, Providence Health & Services
� Secretary: Ellen Tillotson, Unitus Community Credit Union
�Treasurer: Jorden Musgrave, Umpqua Bank
Rosa Nguyen
Chapter Role: Treasurer
Years in IIA: 4
Employer: Cambia Health Solutions
Previous Role: Treasurer
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Board of Governors
Amanda Bartunek, CIA, CFE
Chapter Role: Board Member; Academic Relations Chair
Years in IIA: 11
Employer: NW Natural
Previous Role(s): Board Member; Academic Relations Chair, Treasurer
James Alexander, CIA, CFE, CISA
Chapter Role: Board Member
Years in IIA: 16
Employer: Unitus Community Credit Union
Previous Role(s): Board Member, Member of the IIA International Research Foundation Board of Trustees, Vice
Chairman of the IIA International Committee on Research & Educational Development, member of the IIA
International Committee on Quality, Portland Chapter President, VP of Seminars, VP of Luncheons, Treasurer
Tenzin Choephel, CIA
Chapter Role: Board Member; Government Chair
Years in IIA: 8
Employer: City of Portland
Previous Roles: Board Member, Government Chair
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Chris Cochran, CIA, CISA, CRMA
Chapter Role: Board Member
Years in IIA: 18
Employer: Avangrid Service Company
Previous Roles: Board Member, IIA International Conference Sponsorship Committee member, IIA District
Representative, IIA Western Regional Conference Chair, Portland Chapter President
Michael Freudenthal, CIA, CISA
Chapter Role: Board Member
Years in IIA: 16
Employer: Bonneville Power Administration
Previous Role: Board Member
Board of Governors (continued)
Ed Dassow, CIA, CFSA, CISA
Chapter Role: Board Member; CAP Chair
Years in IIA: 19
Employer: Standard Insurance Company
Previous Roles: Board Member, CAP Chair, President, VP of Seminars,
VP of Luncheons
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Jon Keithley, CPA, CISA
Chapter Role: Board Member
Years in IIA: 3
Employer: XPO Logistics
David Layzell, MA, FCA
Chapter Role: Board Member
Years in IIA: 9
Employer: Portland State University
Previous Role: Board Member
Valentina Kostenyuk, CPA, CIA
Chapter Role: Board Member
Years in IIA: 6
Employer: Avangrid Renewables
Previous Roles: Chapter President, VP of Seminars, Treasurer
Board of Governors (continued)
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Dawn Mittelbach, CIA, CFE, CISA
Chapter Role: Board Member; Website Administrator
Years in IIA: 16
Employer: Providence Health & Services
Previous Roles: Board Member, Website Administrator, President,
VP of Seminars, VP of Luncheons
Jason Miller, CISA, CRISC, CISSP
Chapter Role: Board Member
Years in IIA: 6
Employer: Cambia Health Solutions
Previous Roles: Board Member, President, VP of Seminars
Ken Peasley, CIA, CISA, CFE
Chapter Role: Board Member; CAE Chair
Years in IIA: 24
Previous Role(s): Board Member; CAE Chair, Portland Chapter President, VP of Luncheons, IIA Regional
Conference Marketing Committee Chairman, Advisory Board and Marketing Sub-Committee member
representing IIA-Portland chapter in Seattle University's IAEP (Internal Auditing Education Partnership) effort
Board of Governors (continued)
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Corri Sanders-Lee, CIA, CISA, CFE
Chapter Role: Board Member; Volunteer Chair
Years in IIA: 12
Employer: Cambia Health Solutions
Previous Roles: Board Member, Volunteer Chair
Georgia Robertson, CPA, CIA, CFE
Chapter Role: Board Member
Years in IIA: 13
Employer: The Greenbrier Companies
Previous Roles: Board Member, Chapter President, Treasurer, Volunteer Coordinator
Board of Governors (continued)
Incoming Board Member:
Ann Calkins, KinderCare Education
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Portland IIA Board of Governors & Officers
June 2017
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Vanessa Alvaro
Chapter Role: Lunch Registrar
Years in IIA: 1
Employer: Genesis
Hawi Abbajobir
Chapter Role: Social Media Chair
Years in IIA: 2
Employer: Simple Finance Technology Corporation
Jared Angle
Chapter Role: Asst. Luncheon Coordinator
Years in IIA: 1
Employer: XPO Logistics
Volunteers
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Bonnie Butzer
Chapter Role: Certifications Committee Member
Employer: Albina Bank
Volunteers (continued)
Siobhan Chandler, CIA, CFE, CHC
Chapter Role: Membership Chair
Years in IIA: 4
Employer: Kaiser Permanente
Karla Ferderer, CIA
Chapter Role: CPE Coordinator
Years in IIA: 12
Employer: Cambia Health Solutions
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Volunteers (continued)
Wendy Godfrey
Chapter Role: Luncheon Registrar & Incoming Seminars VP Assistant
Years in IIA: 1
Employer: Cambia Health Solutions
Dan Gordon
Chapter Role: Chapter Events Coordinator
Years in IIA: 2
Employer: Cambia Health Solutions
Doreen Lee-Bierce, CIA
Chapter Role: Year-End Membership Report Editor
Years in IIA: 4
Employer: KinderCare Education
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Volunteers (continued)
Mary Masla
Chapter Role: Luncheon Registrar
Years in IIA: 2
Employer: Cambia Health Solutions
Joann Montero
Chapter Role: Newsletter Writer,
Certification Committee Member
Years in IIA: 3
Employer: Cambia Health Solutions
Anne Peterson
Chapter Role: Luncheon Registrar & Incoming Newsletter Chair
Years in IIA: 7
Employer: Providence Health & Services
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Volunteers (continued)
Christina Russell, CFE
Chapter Role: Website Administrator
Years in IIA: 3
Employer: Umpqua Bank
Andrea Sardella
Chapter Role: Newsletter Chair
Years in IIA: 2
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Leadership Training - Annual Planning
Focus Areas for 2017-2018
• Value of Membership
• Board Engagement
• CAE Engagement
• Technical/Tool Enhancements
Orlando, FloridaApril 2017
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Chapter Membership Survey
� Chapter surveyed in June 2017
� 50 complete responses
� Covered topics such has luncheon location/timing, chapter website, frequency of email communication, certifications, training requests
Chapter Membership Survey Top Training Requests
Volunteer InterestsOther Areas of Interest
� IT Auditing
� Fraud
� Enterprise Risk Mgmt.
of members expressed interest in
volunteering!
Thank you!
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Audit Director’s RoundtableHeld October 17, 2016 at Moss Adams
Fifteen audit directors and managers from the Portland area met for the annual Audit Director’s Roundtable to discuss topics of interest to the group, including: • Data analytics and tools, • Staffing challenges and recruiting, • Cybersecurity, • Enterprise Risk Management, • Audit software tools, • Audit reports, • Communication with company Audit Committee and Board of Directors.
• During the meeting, attendees provided their requests for internal audit training that the Portland Chapter might sponsor over the upcoming year.
• Attendees were also provided information around Portland Chapter’s involvement in Seattle University’s IAEP (Internal Auditing Education Partnership) effort.
• The participants were also emailed the “internship in a box” documentation developed from Seattle University’s IAEP program for internship management.
This two hour meeting is coordinated and supported by the IIA-Portland Chapter. If you would be interested in attending in the future, please contact Ken Peasley at [email protected].
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Update on Seattle University’s Internal Audit program
• During the 2016/17 chapter year, Portland Chapter continued support of Seattle
University’s IAEP (Internal Auditing Education Partnership) program
through monetary support and quarterly attendance by a Portland Chapter
board member as a Seattle University IAEP advisory board and marketing
subcommittee member.
• Seattle University is now qualified at the highest “Center of Excellence” level of
the Institute of Internal Auditor’s IAEP program. Final certification is expected
from the Institute of Internal Auditors during 2017, which will make Seattle
University the eighth Center of Excellence university in the world, fifth in the
United States, and the only such university in the western United States.
• The benefit to area companies includes availability of students graduating into
the Pacific Northwest region who have completed robust and specialized
education in the area of internal auditing.
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Leadership Training –IIA International Conference
Several Portland IIA members had the opportunity to attend the July 2016 IIA International Conference in NYC.
Some of the speakers included: � Larry Harrington (IIA 2015-2016 Chairman of the Board)
� Michael Fucilli (Member of IIA’s NA Board, the IIA’s Global Board, and the
NYC IIA Chapter’s Board)
� Carman LaPointe (Past IIA Global Chair and retired Under-Secretary-General
for the United Nations Office of Internal Oversight Services from 2010-2015)
Keynote speakers included:� Julia Gillard (Former Australian Prime Minister)
� Ian Bremmer (President at Eurasia Group)
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Call for Volunteers & Feedback
Please contact Corri Sanders-Lee, Volunteer Chair,at [email protected] for information on how you can get involved.
Got any feedback for the Chapter leaders? Email us at [email protected], send us a tweet, or leave us a message via the Chapter’s LinkedIn profile. We want to hear from you!
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