the heddar letter june, 2018 · adding the ia credential to your resume, linkedin profile, and...
TRANSCRIPT
The Cheddar Letter
Points of interest
Board Elections
Upcoming Events
Chapter Membership Survey
IIA Awareness Month
Tell Us Your Story
Academic Relations Student Night
Excel Tip
President’s Message: It is hard to believe that we are at the end of another
Chapter year. With the end of May comes the end of
my Presidency. It has been an honor to lead our
Chapter for the last two years. During those two years,
I have grown as a leader and also had the opportunity
to meet many great auditors!
These last two years would not have been possible
without the hard working board members. I would like
to say a big “thank you” to all of our Officers and
Governors! All of our events would not be possible
without their work and dedication.
It is with great pleasure that I introduce our new
President, Melissa Simonis. Melissa has held many
roles within our Chapter, most recently as Vice
President. I know that she will continue to look for
ways to improve our Chapter.
June, 2018
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Board Elections
Board Elections took place at the April 12, 2018 CyberSecurity event. Please welcome
the new Chapter Board Members:
Melissa Simonis, President
Matt Rotter, 1st Vice President
Ben Shepherd, 2nd Vice President and EMT Administrator
Cara Newman (#), Secretary
Tim Peterson, Treasurer
Jennifer Jordan (*), Newsletter Editor
Alissa Oudenhoven, CAP Reporting Chair
Ryan Streicher, Academic Relations Chair
Carmela Schmitz (#), EMT Administrator
Travis Wouters, Web Administrator (*)
Julie Kimps
David Gust (*)
Kevin Peterson
Nick Dombrowski (*)
Nick Geffers (#) (*= New to the Board; # = Past Chapter President)
Thank you to our retiring board members:
Jackie Johnson
Ken Stephani
And lastly, thank you to Cara Newman for serving as the Chapter President for the past two years.
You are invited to attend our Chapter Annual Planning Meeting on Monday June 11,
2018. This event is in-person and all day. Please contact [email protected]
if you are interested in attending.
Upcoming Event Details
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Upcoming Event Details
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Milwaukee-Chapter-Inaugural-Golf-Outing
Event Type: Start Date/Time: 8/10/2018 10:30 AM End Date/Time: 8/10/2018 7:00 PM Location: Silver Spring Country Club, Menomonee Falls | Page Content
10:30 - 12:15 Check-in / driving range warm-up
11:00 - 12:15 Lunch buffet
12:30 Golf start
5:00 - 7:00 After celebration light hors d'oeuvres and cash bar
Silver Spring Golf Club N56 W21318 Silver Spring Drive, Menomonee Falls $75 members / $100 non-members Price includes driving range, 18 holes of golf with cart, lunch buffet/hors d'oeuvres, and three beverage cart tickets
Milwaukee Chapter Inaugural Golf Outing
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Check us out online at: https://chapters.theiia.org/foxvalley-centralwisconsin/Pages/default.aspx
Milwaukee-Chapter-Inaugural-Golf-Outing
Event Type: Start Date/Time: 8/10/2018 10:30 AM End Date/Time: 8/10/2018 7:00 PM Location: Silver Spring Country Club, Menomonee Falls | Page Content
10:30 - 12:15 Check-in / driving range warm-up
11:00 - 12:15 Lunch buffet
12:30 Golf start
5:00 - 7:00 After celebration light hors d'oeuvres and cash bar
Silver Spring Golf Club N56 W21318 Silver Spring Drive, Menomonee Falls $75 members / $100 non-members Price includes driving range, 18 holes of golf with cart, lunch buffet/hors d'oeuvres, and three beverage cart tickets
When: August 10, 2018
Time: Start-10:30 AM End: 7:00 PM
Location: Silver Spring Country Club, N56 W21318 Silver Spring Drive,
Menomonee Falls, WI
Schedule:
10:30 - 12:15 Check-in / driving range warm-up
11:00 - 12:15 Lunch buffet
12:30 Golf start
5:00 - 7:00 After celebration light hors d'oeuvres and cash bar
Cost: $75 members / $100 non-members
Price includes driving range, 18 holes of golf with cart, lunch buffet/hors d'oeu-
vres, and three beverage cart tickets.
Registration Link:
https://www.eiseverywhere.com/ereg/index.php?eventid=338281&
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Recap: Academic Relations Student Night
Submitted by Ryan Streicher
On April 11, our chapter and Associated Bank delivered a joint presentation to approximately 40 students from the University of Wisconsin – Oshkosh Accounting and Finance Clubs. Highlights of the presentation included discussing what internal auditors do, how to become an internal auditor and what students can do while in college to prepare for a career or internship in internal audit. The presentation was followed by networking with students and facility with the goal of reinforcing the IIA’s presence in colleagues throughout our chapter’s footprint. If you would like to assist with planning an event or attend a student night event on behalf of our chapter, feel free to send me an email ([email protected]) noting which colleges you would be interested in attending and I will reach out when an opportunity arises.
What is the IIA about? Our Mission Encompasses:
Advocating and promoting the value internal audit professionals add to their organizations.
Providing comprehensive professional, educational and development opportunities; standards and other professional practice guidance, and certification programs.
Researching, disseminating, and promoting knowledge concerning internal auditing and its appropriate role in control, risk management, and governance to practitioners and stakeholders.
Educating practitioners and other relevant audiences on best practices in internal auditing.
Bringing together internal auditors from all countries to share information and experiences.
Melissa Simonis – President Matt Rotter – First Vice President
Ben Shepherd—Second Vice President and EMT Administrator
Cara Newman—Secretary Tim Peterson – Treasurer
Feedback Questions about any of the topics in the letter?
Have a story that you would like to feature? Need
a point person within our Chapter?
Contact us at [email protected]
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It is with great pleasure that we announce a new committee as part of our chapter—the IIA Young Professionals Committee. This is part of a cross country effort by the IIA to help recruit and encourage young professionals to consider audit as a desired career choice.
Our chapter is proud to participate in this great opportunity and we will be sharing more information about ways you can be involved in the months to come.
Questions on this topic can be sent to:
Young Professionals Committee
IIA Leadership Academy
Submitted by Melissa Simonis “LEADERS TAKE ALL” was the game show-like theme of the 2018 IIA Leadership Academy held April 15-17 in Orlando, Florida. Matt Rotter, 1st Vice President-elect and Melissa Simonis, President-elect attended this year to learn about building a better Chapter, IIA best practices, strengthening leadership skills and networking with other IIA leaders. The conference included an engaging keynote speaker, author Justin Jones-Fosu, sharing his perspective on “The 4 Traits of High Impact Leaders”. At the close of the event, Justin encouraged and motivated all of us to re-energize our leadership passion by reflecting on our WHY – WHY did you get involved? - WHY do you volunteer? – WHY is the IIA, the Chapter or Internal Auditing important to you? What’s your WHY, or WHY NOT? If you are interested in being a volunteer leader for the chapter, please contact [email protected].
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May is IIA Awareness Month
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Tell Us Your Story
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Board Member Bios
In this segment of
Board Member
Bios, we showcase
our very own
chapter board
members as well as
their audit
experiences, career
growth, and pearls
of wisdom.
This month, it is
with great pleasure
that we present to
you Jennifer Jordan
and Travis Wouters.
Dr. Jennifer Jordan is an enrolled member of the Oneida
Nation of Wisconsin. Jennifer has been an Internal
Auditor for four years and her background includes
experience in the Public Health, Health Care, and
Environmental Health and Safety fields. Her experience
working with state and federal regulations has helped
Jennifer to grow in her position. Jennifer’s future auditing
plan includes securing the Certified Professional
Environmental Auditor specialty certification from the IIA.
Jennifer joined the Fox Valley Chapter Board in April, 2018
and is the current editor of the Chapter Cheddar Letter.
In her spare time, Jennifer enjoys spending time with her
five year old daughter Xiomara and Bichon Honey. She
also enjoys beading, attending pow wows and Green Bay
Packer games.
Photo submitted by Jennifer Jordan
Tell Us Your Story Continued . . .
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Looking to Network ?
Take some time to
get to know your
fellow chapter
members. Try
scheduling a team
lunch and learn with
another audit group
in the chapter. You
can use this time to
share audit
techniques, discover
resources for
continuing
education, or get
everyone’s thoughts
on audit topics in
the news. This will
help reduce audit
fatigue in your office
and grow your
knowledge of other
resources in our
audit community.
Not sure who to
reach out to? No
problem, send a
message to foxval-
ley.centralWI.IIA@g
mail.com and we
can help connect
you.
Travis Wouters is a Consultant in Risk Advisory
Services with Wipfli, LLP, and an IT consultant for 15
years prior to joining the IT examination group. Over
the past 4 years performing risk-based general IT
controls audits, Travis has added Service Organiza-
tion Controls (SOC) and HITRUST testing in addition
to attest security services such as vulnerability
assessment and social engineering. When not
working, Travis enjoys time with his wife Sara, and
10 year old daughter Ella.
Photo submitted by Travis Wouters
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Excel Tip: Easy as “Pie” Charts
Pie charts are one of the easiest charts to use in Excel. In addition, pie charts are
the easiest charts to read and are a great visual for audiences of all reading
levels. For example, I took a survey of favorite ice cream flavors of the audit staff
in my office:
4
2
2
2
Favorite Ice Cream Flavors
Chocolate
Vanilla
Strawberry
None of the Above
The key to using pie
charts, or any chart is to
know your audience.
Keeping the information
as simple as possible will
enable you to display your
results so that the data is
comprehended by all.
The
Fun
ny
Bo
ne
“Opportunity is missed by people because it is dressed in overalls and looks like work.” - Thomas Edison