March 2017 IIA Edmonton – Chapter Newsletter Page 1
Inside this issue:
President’s Message 1
IIA Edmonton Luncheons &
Events 2
March Chapter Luncheon 3
Seminar - Performing an
Effective Quality Assessment
4
Upcoming Free Webinars 6
IIA eSeminars 7
IIA Seminars 8
Upcoming Conferences 8
Membership and Certification News
9
Chapter Achievement
Program (CAP) 10
Sponsorship Recognition 11
E-PIPELINE Chapter Newsletter March 2017
President’s Message
Dear Members,
With the end of the Chapter Program year fast approaching I want to
highlight the remaining events:
Courses
April 18 and 19 – Performing an Effective Quality Assessment.
Course is being hosted by IIA Canada. Please register soon as the
course may be cancelled if they don’t get enough registrations.
Lunches
March 21 – Business Etiquette: The New Rules in a Digital Age –
Evangeline Berube
April 19 – Quality Assurance and Standards – Archie Thomas
May 16 – IIA Strategic Plan and Future – Robert Kuling
John Bowers
IIA Edmonton
Chapter President
Visit us at our website:
https://chapters.theiia.org/
edmonton/
https://twitter.com/TheIIA
https://twitter.com/IIA_Edm_Prez14
https://www.facebook.com/TheInstitut
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https://www.linkedin.com/company/the
-institute-of-internal-auditors-inc
https://na.theiia.org/periodicals/pages/
blogs.aspx
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Social Media
March 2017 IIA Edmonton – Chapter Newsletter Page 2
IIA Edmonton Luncheons & Events
Save the Date! Mark your Calendars
IIA Edmonton Luncheons will be held on the third Tuesday of every month until May 2017.
Our Chapter Calendar (topics subject to change):
Date Event Title Speaker
March 7 & 8, 2017 Workshop
- Polish Hall
Edmonton ACFE/IIA Fraud
Conference
March 21, 2017 Luncheon – Westin Business Etiquette: The
New Rules in a Digital Age
Evangeline Berube,
VP, Robert Half
April 18, 2017 Luncheon – Westin Quality Assurance &
Standards Archie Thomas
April 18-19, 2017 IIA Course Performing an Effective
Quality Assessment Archie Thomas
May 16, 2017 Luncheon – Westin IIA Strategic Plan & Future
Robert Kuling, Chair
IIA North American
Board
September 24-27,
2017 Conference – Shaw IIA Canada Conference
The IIA Edmonton Chapter is always on the lookout for your suggestions. If you have a topic you would
like to see included, or a suggestion for a speaker, please contact John Bowers at
[email protected] or any Chapter Board member.
March 2017 IIA Edmonton – Chapter Newsletter Page 3
Background:
Is it OK to friend your boss? Can an email mistake jeopardize your
career? There are many gray areas when it comes to communicating in
the digital age. This presentation provides guidelines on digital protocols
in the workplace, including LinkedIn, Facebook and Twitter, as well as
traditional communication tools such as email. Find out what executives
say about etiquette in the workplace, and learn how to tend to your
network in just five minutes a day.
Speaker: Evangeline Berube, Vice President Robert Half -
Edmonton
Evangeline Berube is Vice President of Edmonton Robert Half office and
is skilled in speaking to clients to determine their staffing needs and
networking with professional associations across the Edmonton area.
In the ten years that Evangeline has worked within the recruitment
industry, she has witnessed all phases of the job market cycle first hand.
She is thoroughly familiar with the staffing skills that are currently in
demand and is an expert in employment trends within the accounting
field. Prior to joining RHI, Evangeline worked as an Internal Auditor with
an Alberta based company.
Evangeline graduated from the University of Alberta with a Bachelor of
Commerce Degree and is actively involved in professional associations
and not for profits. Furthermore, Evangeline has assisted numerous
professionals in taking their careers to the next level.
About the Firm
Founded in 1948, Robert Half International is the world’s first and largest
specialized staffing and consulting service with more than 350 offices
worldwide. The company has seven divisions: Accountemps®, Robert
Half® Finance & Accounting and Robert Half® Management Resources,
for temporary, full-time and project professionals, respectively, in the
fields of accounting and finance; OfficeTeam®, for highly skilled
temporary administrative support; Robert Half® Technology, for
information technology professionals; Robert Half® Legal, for temporary,
project and full-time staffing of lawyers, law clerks, paralegals and legal
support personnel; and The Creative Group®, for creative, advertising,
marketing and web design professionals.
March Chapter Luncheon
Topic:
Business Etiquette: The
New Rules in a Digital
Age
Date and Location:
Tuesday,
March 21, 2017
12 noon – 1:00 p.m.
(doors open at 11:30 a.m.)
Westin Hotel
10135 - 100 Street, Edmonton
For more information and to
register for the luncheon go to:
http://www.etouches.com/iiaed
montonmarluncheon
Registration deadline is
Thursday, March 16, 2017 at
noon.
Sponsor:
March 2017 IIA Edmonton – Chapter Newsletter Page 4
Seminar - Performing an Effective Quality Assessment
April 18, 2017 8:30 a.m. – April 19 at 4:30 p.m.
Westin Edmonton, 10135 - 100 Street NW, Edmonton
As an organization grows and its internal processes change and evolve, its quality monitoring process
must keep pace. To ensure consistent quality in this dynamic environment, an ongoing commitment to
growth and improvement is essential.
The required elements of a Quality Assurance and Improvement Program (QAIP) include periodic internal
assessments and external assessments to demonstrate conformance with The IIA’s International
Standards for the Professional Practice of Internal Auditing. In addition, a quality QAIP can provide
evidence to the audit committee and management that the internal audit activity is efficient, effective, and
adding value. It can also build stakeholder confidence and document a commitment to quality, leading
practices, and the internal auditors’ mindset for professionalism.
This course is designed to help you learn how to perform an effective external assessment and/or periodic
internal assessment of an internal audit activity. If your primary interest is periodic internal assessment,
you can determine which external assessment option (full external assessment or self-assessment with
independent external validation) will work best for you and help you prepare for an external assessment. If
your primary interest is external assessment, you can use this course to satisfy part of the requirements for
external assessor qualifications. (“Successful completion of The IIA’s quality assessment training course,”
PA 1312, no. 7.)
Guided by Archie Thomas, an experienced senior auditor with extensive experience in quality assessment
activities, participants will:
• Examine the process flow and tools in the new IIA Quality Assessment (QA) Manual and discuss
how it can be used to conform with the Standards, while identifying opportunities for improvement.
• Practice using the QA Manual tools to plan, perform, and evaluate the results of an external quality
assessment case study.
• Design an efficient and effective periodic internal assessment program for their internal audit
activity.
• Evaluate the external quality assessment options and determine which option will work best for
their internal audit activity.
It is recommended that participants take Building a Sustainable Quality Program or have equivalent
experience as a prerequisite to this course, as well as an understanding of the International Professional
Practices Framework (IPPF).
Continued…
March 2017 IIA Edmonton – Chapter Newsletter Page 5
Seminar - Performing an Effective Quality Assessment
…continued
Course Duration: 2 day(s);
CPE Hours Available: 16
Knowledge Level: Intermediate
Field of Study: Auditing
Prerequisites: An understanding of the IPPF Standards. Some awareness/or familiarity with the QA
manual and activities is recommended, but is not required. It is recommended that participants take
Building a Sustainable Quality Program or have equivalent experience as a prerequisite to this course.
Advance Preparation: None
Delivery Format: Group live
Members - $900 Early bird, $980 after March 17
Non-members - $1,045 Early bird, $1,145 after March 17
To register, click here -
https://chapters.theiia.org/edmonton/Events/Pages/--Seminar---Performing-an-Effective-Quality-Assessment.aspx
NOTE: This event includes a special invitation to the Edmonton IIA chapter monthly luncheon on April 18,
at noon, in the same hotel.
March 2017 IIA Edmonton – Chapter Newsletter Page 6
Upcoming FREE Webinars
IIA is offering the following free members-only webinars:
IIA presents:
March 28, 2017 - Trusted Advisors: Key Attributes of Outstanding Internal Auditors
April 18, 2017 - Auditing Security Monitoring (aka Watching the Watchers)
Registration will close 24 hours prior to the beginning of the webinar start time listed.
One benefit of being an IIA member is having access to the library of archived webinars. NOTE: On-
demand webinars do not qualify for NASBA CPEs.
IIA Canada presents:
March 14, 2017 - Is IA the Next Blackberry - It Really is Time to Reinvent the Profession
April 11, 2017 - Conduct and Ethics: Strategies for Managing Risks from Fraud to Corruption
March 2017 IIA Edmonton – Chapter Newsletter Page 7
IIA eSeminars
Assessing Risk: Ensuring Internal Audit’s Value - Jun 6-15, 2017
Audit Report Writing – May 2-11, 2017
CIA Learning System Comprehensive Instructor-led Course – Part 1 – Jun 5-23, 2017
CIA Learning System Comprehensive Instructor-led Course – Part 2 –Mar 7-30, 2017
CIA Learning System Comprehensive Instructor-led Course – Part 3 – Apr 3-28, 2017
Cybersecurity Auditing in an Unsecure World – May 3-12, 2017
Data Analysis for Internal Auditors – Apr 12-13, 2017
Enterprise Risk Management: Elements of the Process – Jun 20-29, 2017
Fundamentals of Internal Auditing – May 18, 2017
Fundamentals of IT Auditing – July 19-28, 2017
Lean Six Sigma Tools for Internal Audit Fieldwork – Jun 19-28, 2017
Operational Auditing: Evaluating Procurement and Sourcing – May 23-25, 2017
Operational Auditing: Influencing Positive Change – Mar 6-15, 2017; Jun 5-14, 2017
Performing an Effective Quality Assessment – Apr 4-13, 2017
Risk-based Auditing: A Value Add Proposition – Mar 20-29, 2017; May 14-24, 2017
Statistical Sampling for Internal Auditors – Apr 24-27, 2017
Value-added Business Controls: The Right Way to Manage Risk – Mar 22-31, 2017
View All eSeminars
IIA Canada eSeminars
Introduction to Internal Audit – April 19, 2017
March 2017 IIA Edmonton – Chapter Newsletter Page 8
Conference Date Location
General Audit Management Conference March 20-22, 2017 Gaylord Palms / Orlando, FL
Gaming & Hospitality Conference April 19-20, 2017 Gaylord Palms / Orlando, FL
IIA Canada Vancouver Seminar Week May 16-19, 2017 Coast Coal Harbour Hotel, Vancouver
Western Regional Conference June 6–9, 2017 The Anaheim Marriott / Anaheim, CA
International Conference July 23-26, 2016 Gaylord Palms / Orlando, FL
Governance, Risk, and Control Conference an IIA and ISACA collaboration
August 16–17, 2017 Gaylord Texan / Dallas-Ft. Worth, TX
Environmental, Health & Safety Exchange Sept. 11 –12, 2017 Hyatt Regency St. Louis / St. Louis, MO
Financial Services Exchange Sept. 18-19, 2017 Renaissance Downtown Hotel / Washington, DC
2017 IIA–Canada Conference Sept. 24-27, 2017 Shaw Convention Centre / Edmonton, AB
All Star Conference Oct. 29–Nov. 1, 2017 The Bellagio / Las Vegas, NV
IIA Seminars
Led by leaders in internal auditing, multi-day in-person seminars provide a personalized learning experience that adjusts to your needs and skill levels. You will gain a better understanding of the latest audit industry best practices, proven techniques, and trending issues through exercises and group discussions.
Boston – March 7-10, 2017 Chicago – May 2-5, 2017 Dallas – June 27-30, 2017 Las Vegas – April 17-20 & June 19-22, 2017 New York – April 4-7, 2017 Orlando – March 28-31, 2017 Palm Beach – August 28-31, 2017 San Francisco – May 23-26, 2017 Washington DC – May 9-12, 2017
View All Seminars
Performing an Effective Quality Assessment
Edmonton – April 18-19, 2017
IIA Canada Vancouver Seminar Week
May 16-19, 2017
Upcoming Conferences
March 2017 IIA Edmonton – Chapter Newsletter Page 9
If you’ve made the decision to enhance your career by earning the Certified Internal Auditor® (CIA®)
designation, Edmonton Chapter can help you achieve your goals with The IIA’s CIA Learning System®.
The IIA's CIA Learning System is a comprehensive training course designed to provide chapters,
members, and the audit community of professionals with information and tools to master the global CIA
exam syllabus. This premier quality program is aligned with the International Professional Practices
Framework (IPPF) to ensure you stay current with the global internal auditing profession and are ready
for the CIA exam. It combines printed text with online testing tools and online questions. Take
advantage of the best prep materials out there by ordering yours today!
For more information or to try a demo, visit www.LearnCIA.com/3partcia/overview. Wondering how long
it will take you to prepare for the exam? Create your free, personalized study plan at
www.LearnCIA.com/3partcia/my-cia-review-plan.
To take advantage of special chapter discounts, contact Svetlana Zisin ([email protected]).
The IIA’s CIA Learning System
Membership and Certification News
The IIA offers a comprehensive certification portfolio for Internal Auditors that can serve as a key to
unlocking your next opportunity within the profession. By earning your Certified Internal Auditor®
(CIA®), Certified Government Auditing Professional® (CGAP®), Certified Financial Services Auditor®
(CFSA®), Certification in Control Self-Assessment® (CCSA®), or Certification in Risk Management
Assurance® (CRMA®) certifications, your clients and employer know that you are knowledgeable and
committed to ensuring quality is part of everything you do. Visit the IIA’s Certification pages at
https://na.theiia.org/certification/Pages/Certification.aspx or contact Svetlana Zisin
([email protected]) IIA Edmonton Chapter – Director for more information.
March 2017 IIA Edmonton – Chapter Newsletter Page 10
Chapter Achievement Program
For the 2015/2016 Chapter Year the Edmonton Chapter achieved Sapphire status in the IIA’s Chapter
Achievement Program (CAP).
To qualify for recognition in the IIA’s CAP program, Chapters must earn specific minimum Chapter
Achievement points in the categories of:
Service to Members
Service to the Profession
Chapter Administration
Once the chapter has met or exceeded the minimum CAP Requirements in the three categories
(above), the chapter will have reached the BRONZE performance level. A chapter can advance to
SILVER or GOLD levels by accumulating specified point levels defined by the IIA across the categories
above. PLATINUM is a level recognizing chapters that attain GOLD status for 10 of 11 consecutive
years. A chapter will continue to be recognized as platinum level each year thereafter as long as it
reaches the Gold CAP level every year. There are three special levels above Platinum: Ruby
recognizing 10 consecutive years of Platinum; Sapphire recognizing 15 consecutive years of Platinum;
and Diamond recognizing 25 consecutive years of Platinum.
YOU support our Chapter Achievements! Please report on eligible activities.
The Edmonton Chapter receives Chapter Achievement Program (CAP) points for a variety of activities
including:
applicable non-compensated speaking engagements,
training sessions facilitated,
advocacy efforts at Post Secondary institutions,
articles submitted or published in the Internal Auditor magazine or other professional journals,
writing of exam questions accepted by the IIA, or even
volunteering by chapter members for things like the Junior Achievement Program.
We are asking all members to email us details of any activities that our members are carrying
out which may be eligible for acknowledgement in our monthly Chapter Achievement reporting
to the IIA North America.
Please send details of activities to our webmaster email address at
[email protected] or to the Chapter President at [email protected]
Not sure if your activities qualify? Contact us as the email addresses above and we will be happy to
confirm if the activities may qualify. Please don’t hesitate to submit potential qualifying activities — we
want to fully report on and receive recognition for all eligible accomplishments of our Chapter
members!
March 2017 IIA Edmonton – Chapter Newsletter Page 11
IIA Edmonton would like to acknowledge the following group of on-line sponsors to our website. Please take
the opportunity to visit these sponsors through the following link at the IIA - Edmonton website:
https://chapters.theiia.org/edmonton/Pages/Our-Sponsors.aspx
March 2017 IIA Edmonton – Chapter Newsletter Page 12