March Newsletter

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In This Issue

Page 3 Officer’s Message - Blake Herndon, SA Chapter Vice-President Page 4 IIA Blog From the Desk of Richard Chambers, IIA President & CEO: To Be "Agents of Change," Internal Auditors Must Embrace Change” Video of the Month: Continuing to be “Off Balance on Purpose” Page 5 CAP Status and Job Marketplace Page 6 Meetings and Professional Development Opportunities: LOCAL:

March 16: Chapter Meeting/Annual Member Meeting - Keys to Successful Enablement of Audit, Risk and Compliance Functions With GRC Technology

April 4-5: Seminar - Performing an Effective Quality Assessment April 20: Chapter Meeting - Relationships & Risk: Initial Insights from

North American Stakeholders May 18: Chapter Meeting - Brad Hunt, WHY Group LLC NATIONAL: Conferences: April 6: Gaming & Hospitality Conference July 17 - 20: International Conference Seminars: San Francisco, St. Louis, Atlanta, Chicago, Dallas, etc. Page 9 Officers and Governors Page 10 Parting Shots

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Officer’s Message

“Reflections” As we wrapped up the 2nd Annual “I Heart Audit” Conference Wednesday night, I reflected on what transpired during the day. I am humbled and amazed with how your IIA SA Chapter pulled together to host “the event”. We achieved record attendance for a one day SA Chapter conference and early feedback was overwhelmingly positive. A special ‘thank you’ to the many volunteers within the SA Chapter and the student volunteers at the registration tables – doing whatever it takes – to be ready early morning. Then of course, our sponsors financially enabled us to host the event at the La Cantera Hill Country Resort; to cover expenses for world class speakers; and provided subject matter experts in a variety of areas. We were able to provide 8 hours of training at an incredible $25 per continuing professional education hour. Value delivered! If you attended, what was your favorite moment? Your favorite session? If we failed to meet your expectations, I want to know that too because we want to serve you better. Sponsors and volunteers make events like this possible. You make this worthwhile. Please complete the surveys and be candid. We will continue to look for ways to provide you with compelling training and the opportunity to network with your peers. We, as an IIA Chapter, aim to improve to support you in providing exceptional value to your organization and to give you ‘tools’ to advance your career. Remember to put “action” with commitment and intention (Thanks, Dan Thurmon!) to take this knowledge and make the most of 2016. Use the many IIA resources and “invest in yourself” as Lawrence Harrington advised. That said, we are now planning what I call Version 3.0 – the 3rd Annual “I Heart Audit” Conference for February 2017. Currently, we are considering the same venue, La Cantera, but in a larger main room so we will have more registrations available and possibly four tracks. Finally, we plan to provide the 2016 breakout session presentations in the pdf format for your notes and reference on the SA Chapter website.

Blake Herndon

Vice President of Conferences IIA – San Antonio Chapter

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IIA Blog - Richard Chambers President and CEO of the IIA

To Be "Agents of Change," Internal Auditors Must Embrace Change

One of my favorite quotes in motivating internal auditors of the urgency to change when warranted is drawn from the Danish philosopher Soren Kierkegaard, who noted, "All change is preceded by crisis." While I do not believe the profession faces a full-blown crisis in 2016, there are certainly imperatives to change as there always are for professions that are growing and evolving. A great resource to gauge what those imperatives are is The IIA's annual North American Pulse of Internal Audit from the Audit Executive Center, which has become an important tool for CAEs who have come to rely on its trending.

Click here to read the entire blog.

Video of the Month

Didn’t get enough of Dan Thurmon at the conference? Didn’t make it to the conference but heard about the great lunch keynote speaker and want to see what you missed? Here is an encore presentation of Dan’s presentation on “Off Balance On Purpose” from his 2013 Tedx talk.

Click the link to view the video

Lori Darchicourt Aventine Hill De’Sean Starks Broadway Bancshares Dana Laramore Deacon Recruiting Araceli Matehuala Dept of Aging & Disability George Bratton Frost Bank Eric Garza Harland Clarke Holdings Luis Hinojosa KIPP San Antonio, Inc Kristin Hinojosa Security Service FCU Stan Wentz US Army Audit Agency Christopher Bracken US Army Medical Command Natasha Dempsey USAA Griselle Dominguez USAA

Scott Gill USAA Larry Gonzales USAA Seth Homan USAA Francisco Gamez-Mayorga USAA Matthew Meyer USAA Phyllis Nguyen USAA Jennifer Oakley USAA Sarah Rendon USAA Sheila Roda-Osborne USAA Joe Rosales USAA Shelby Stone USAA Stew Williamson USAA

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Welcome New Members!

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LOOKING FOR EMPLOYEES??? LOOKING FOR AN EMPLOYER??? Post or view positions offered on our Chapter Careers webpage, or at the IIA Audit Career Center. Current employer postings on our Chapter website: Alamo Colleges Whataburger For more information, visit the Careers page on our website: https://chapters.theiia.org/san-antonio/Careers/Pages/default.aspx

Job Marketplace

Chapter Achievement Program (CAP) Points

Rounding the Corner Strong!! As we head into the new year, we continue to progress steadily toward our goal of maintaining our Platinum status. Through January 31st we are at 1,100 CAP points, over 70 % of the 1,560 points we need to accumulate by May 31st to keep our designation as a Platinum Chapter. Thanks to all of you who, through your participation and service, are helping us to meet our Chapter goals!

Remember that speaking engagements related to internal audit, Junior Achievement, publishing an auditing article, or any other advocacy effort will qualify for CAP points Please let our secretary, Cecelia Velasquez, know about your advocacy activity, and the chapter will benefit from your efforts. Thanks for your continued support!

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MONTHLY MEETINGS AND MORE!

March Meeting (Annual Members Meeting)

Topic: Keys to Successful Enablement of Audit, Risk and Compliance Functions With GRC Technology Speakers: Edmund Green and Ali Salman, KPMG Date/Time: Wednesday, March 16, 2016 11:30 am—1:00 pm Location: Old San Francisco Steak House (10223 Sahara St, San Antonio, TX 78216) At the annual members meeting, we will be voting on revisions to our Chapter Bylaws and electing individuals to serve as officers and governors for the upcoming Chapter year. More information on the Chapter Bylaws revisions and nominations can be found here: Annual Members Meeting information.

April Seminar - Performing an Effective Quality Assessment

Performing an Effective Quality Assessment - IIA Seminar Description Date/Time: Monday, April 4, 2016 - Tuesday, April 5, 2016 Location: NuStar Energy (19003 IH-10 West , San Antonio, TX 78248) Registration: Opens Monday, March 7th on the IIA San Antonio Chapter Website

April Meeting

Topic: Relationships & Risk: Initial Insights from North American Stakeholders Speakers: Jordan Reed, Protiviti Date/Time: Wednesday, April 20, 2016 11:30 am—1:00 pm Location: Old San Francisco Steak House (10223 Sahara St, San Antonio, TX 78216)

May Meeting

Topic: Soft Skills—Specific Topic TBD Speakers: Brad Hunt, WHY Group, LLC Date/Time: Wednesday, May 18,. 2016 11:30 am—1:00 pm Location: Old San Francisco Steak House (10223 Sahara St, San Antonio, TX 78216)

For more information on upcoming events, please visit the IIA San Antonio Chapter Website

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Prepare to Pass the CIA Exam.

If you’ve made the decision to enhance your career by earning the Certified Internal Auditor® (CIA®) designation, the IIA San Antonio Chapter can help you achieve your goals with The IIA’s CIA Learning System®. The IIA’s CIA Learning System is an interactive print and online self-study review program designed by CIA-certified industry experts to help you learn, review, and apply the key CIA content. This approach will help you build on foundational elements of internal auditing to master key concepts you need to know to pass the CIA exam. This three-part program includes:

Comprehensive reading materials teaching the entire global CIA exam syllabus in both printed and e-book formats.

Interactive online study tools: Pre- and post-tests to gauge your starting knowledge and advancements. SmartStudy™ tools to help you create a customized study plan based on pre-test results. Chapter quizzes to test your comprehension and retention. Flashcards and glossary. CIA practice exam to build confidence for the computer-based CIA exam. Online reports to track your progress and performance.

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.

Members save up to US $100! Order today and save!

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Other Opportunities for Professional Growth

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For additional information on IIA seminars click: Upcoming IIA Seminars

2016 Gaming and Hospitality Conference, April 6-7, 2016, The Mirage, Las Vegas , NV For additional general information and to register, click here.

The 2016 International Conference, celebrating 75 years of the IIA, July 17 - 20, including: A world-class program, featuring 10 educational tracks and keynote sessions led by

industry leaders. 75th Anniversary Gala, Welcome Reception, and additional networking opportunities. Over 100 countries represented For additional general information and to register, click here.

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2 0 1 5 - 2 0 1 6 C H A P T E R O F F I C E R S President Remi Nel Rackspace President-Elect Glenn Prochnow USAA Vice President, Conferences & Seminars Blake Herndon Aventine Hill Partners Inc. Secretary Cecilia Velasquez SAWS

Treasurer Cristina Baumgardner SWBC

G O V E R N O R S *

Adam Arevalos CST Brands

Tim Hieger HEB

Lori Sullivan Alamo Group

Kevin Barthold City of San Antonio

Camille Marbury AT&T

Karen Vazquez Tesoro

Steve Boehme USAA

Dawn Oppermann City of San Antonio

Larry Wallis VIA Metropolitan Transit

Melissa Cox Tesoro

Wendy Rybicki Frost Bank

Dr. Sandra Welch UTSA

Dr. Dennis Elam Texas A&M University – San Antonio

Heather Sarra NuStar Energy

*Officers are also on the Board of Governors

HERE TO SERVE YOU - CURRENT YEAR OFFICERS AND GOVERNORS

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PARTING SHOTS January Joint Meeting with ISACA

Green IT and the Internet of Things

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PARTING SHOTS Second Annual - “I Heart Audit” Conference