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September 2016 IIA Edmonton – Chapter Newsletter Page 1
Inside this issue:
President’s Message 1
IIA Edmonton Luncheons 2
September Chapter Luncheon
3
Enterprise Risk
Management Boot Camp 4
2016-2017 Chapter Board 5
Upcoming Training Events & Conferences
6
Top Internal Audit Courses 7
IIA eSeminars 8
Membership and
Certification News 10
Chapter Achievement Program (CAP)
11
Sponsorship Recognition 12
E-PIPELINE Chapter Newsletter September 2016
President’s Message
Dear Members,
I hope everyone had a great summer! Along with the hint of summer
ending, comes the start of the chapter programming year. First, a big
thanks to all who are volunteering on the board this year. I would like to
introduce our newest board members Julie Perras, Janinie Mryglod,
Rachelle Paquette, and Tricia Rowe. I am looking forward to working with
all of the board on another fantastic year.
Our upcoming program will offer nine lunches, our annual IIA/ACFE Fraud
Conference and a one day ERM course. Please see inside the newsletter
for the exact dates of all lunches. The one day ERM course will be on
October 18 and we are still finalizing the dates for the Fraud Conference.
Please mark your calendars and I hope to see you all out for these events.
Last year the chapter achieved Sapphire status under the IIA CAP
reporting system. Please continue to report all eligible activity as you
support our Chapter Achievements!
John Bowers
IIA Edmonton
Chapter President
Visit us at our website:
https://chapters.theiia.org/
edmonton/
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September 2016 IIA Edmonton – Chapter Newsletter Page 2
IIA Edmonton Luncheons
Save the Date! Mark your Calendars
IIA Edmonton Luncheons will be held on the third Tuesday of every month between September
and May 2016.
Our Chapter Calendar (Topics subject to change):
Date Event Title Speaker
20th September 2016 Luncheon & Member
Recognition
Enterprise Risk
Management – An
integrated business
process for ethical
decision-making
Christine Maligec,
Alberta Blue Cross
18th October 2016 Luncheon Fraud Update Alex Muchortow, WCB – Alberta
18th October 2016 Seminar
Enterprise Risk
Management boot camp
workshop
John Servage, A3
Global Risk &
Assurance
15th November 2016 Luncheon Emotional Intelligence Harvey
Deutschendorf, Author
20th December 2016 Luncheon Internal Audit as an Agent
of Change
Lisa Callas, City of
Edmonton
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.
September 2016 IIA Edmonton – Chapter Newsletter Page 3
Background: Please join the IIA Edmonton and its Event Sponsor, Economical Select
in welcoming Edmonton Christine Maligec, Senior Risk Officer Alberta
Blue Cross & President of the Northern Alberta Chapter of the Risk and
Insurance Management Society (NARIMS) as our luncheon presenter.
The success or failure of any organization depends on its ability to
execute its strategy. With that comes the need to make decisions, test
the assumptions of innovation, and implement initiatives, review
outcomes as well as business processes. The Enterprise Risk
Management process model is an excellent tool not only to manage a
risk register, but making ethical decisions in alignment with strategy and
values. It also encourages the proactive collaboration with external
stakeholders and all three lines of defense.
Speaker: Christine Maligec Christine Maligec is currently the Risk Officer at Alberta Blue Cross. With
over 14 years of insurance and risk management experience, Christine
is able to bridge her understanding across multiple industries and
disciplines to look at risk from a holistic perspective. In 2014, Christine
started an informal, grassroots ERM networking group in Edmonton. In
addition, she supports the Strategic Risk Council by co-chairing the
executive council as well as its mentoring and coaching initiative. As an
active Risk & Insurance Management Society (RIMS) member, Christine
has been involved with her local RIMS chapter for almost a decade and
is currently the President of the Northern Alberta chapter.
September Chapter Luncheon
Topic:
Enterprise Risk
Management – An
integrated business
process for ethical
decision-making
Date and Location:
Tuesday,
September 20, 2016
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
montonluncheonsep16
Registration deadline is
Thursday, September 15,
2016 at noon.
Sponsored by:
September 2016 IIA Edmonton – Chapter Newsletter Page 4
Enterprise Risk Management Boot Camp
October 18, 2016
Presenter: John Servage
IIA Members: $250; Non Members: $300
Location: Westin Edmonton
The Edmonton Chapter is pleased to offer a one day intensive workshop focused on understanding and
managing risk. It offers a comprehensive review of all significant aspects of identifying, assessing,
managing and reporting on risk including a hands-on team exercise in risk identification and assessment
using a CSA approach. The workshop will also look at the relationship and role of risk in fraud
management. The workshop will appeal to auditors who are looking for a high level overview and
understanding of risk management as well as those experienced auditors who are looking for a
comprehensive refresher in an interactive environment.
About the Presenter:
John is an Edmonton based risk and assurance professional focused on providing standard and custom
advisory and training services in the areas of internal audit, governance, risk and control and fraud
management. John has over 30 years of risk and internal audit and assurance experience in both the
public and private sector in senior management positions. Professionally John is the Past President of
the Institute of Internal Auditors (IIA) Edmonton Chapter and a past President and co-founder of the
Edmonton ISACA chapter. John spent eleven years of service with IIA Global as a member of the global
Board of Regents and the Examination Development Committee responsible for the Institute’s
Professional Certification Program and remains active as a consultant to that program. John is a
certified senior instructor for the IIA and has also created and delivered numerous training seminars
ranging from beginning auditors to Chief Audit Executives both in North America and globally.
Sign up soon since maximum capacity for the workshop is 25 registrants.
Registration will be open soon.
September 2016 IIA Edmonton – Chapter Newsletter Page 5
President John Bowers (780) 948-2554 [email protected]
First Vice President Program
Alex Muchortow Tricia Rowe
(780) 498-4844 (780) 498-8545
[email protected] [email protected]
Second Vice President Membership
Kevin Pengelly (780) 242-9879 [email protected]
Secretary Julie Perras (780) 508-1261 [email protected]
Treasurer Janine Mryglod (780) 496-8303 [email protected]
Past President Sunny Kakar [email protected]
Director Chapter Communications
Sajjan Chhugani (587) 340-4920 [email protected]
Director Certifications Mariesa Carbone (780) 453-5377 [email protected]
Director Chapter CAP Reporting
McDonald Madamombe (780) 525-8294 [email protected]
Director CAE Support David Thompson (780) 454-8124 [email protected]
Director Audit Committee
Byron Ofner [email protected]
Director – Academic Relations
Rachelle Paquette (780) 938-8811 [email protected]
Director - Marketing Nizar Punjani [email protected]
Director Rick Valdemarca (780) 412-2395 [email protected]
2016-2017 Chapter Board
Chapter Survey Winners
We congratulate the winners of the Edmonton Chapter Survey contest. These winners have been
forwarded their $50 Shell Gift Card.
Randy Allarie, Servus Credit Union
Jerom Yasol, Stantec
Sheryl Murray
September 2016 IIA Edmonton – Chapter Newsletter Page 6
Conference Date Location
IIA Canada 8th
National Conference Sept 25 – 28, 2016 Halifax Marriott Harbourfront Hotel / Halifax, NS
Financial Services Exchange Sept 26 – 27, 2016 Renaissance Downtown Washington / Washington, DC
Environmental, Health & Safety Exchange (Formerly known as the Auditing Roundtable)
Sept. 28-29, 2016 Renaissance Washington, DC Downtown Hotel / Washington, DC
All Star Conference Oct 17 – 19, 2016 The Mirage / Las Vegas, NV
General Audit Management Conference
March 20-22, 2017 Gaylord Palms / Orlando, FL
Gaming & Hospitality Conference April 19-20, 2017 Gaylord Palms / Orlando, FL
International Conference July 23-26, 2016 Gaylord Palms / Orlando, FL
Upcoming Training Events
IIA is offering the following free members-only webinars:
IIA presents:
September 20, 2016 - Technology Champions: Key Enablers for Internal Audit
October 18, 2016 - Leveraging Data to Manage Your Fraud Risk
November 15, 2016 - Auditing at the Speed of Risk
IIA Canada presents:
September 27, 2016 – Setting the Stage for Change
October 25, 2016 – Auditing Through Organizational Change
November 8, 2016 – Internal Audit of the 21st Century – IA Analytics
Upcoming Conferences
September 2016 IIA Edmonton – Chapter Newsletter Page 7
Top Internal Audit Courses
Developed and facilitated by seasoned internal audit professionals, IIA Seminars will provide you with the
skills you need to drive results. For information and registration on the courses offered, click on the location
and date.
Minneapolis, MN – September 20–23, 2016
Washington, DC – September 26-30, 2016
Pittsburgh, PA – October 4–7, 2016
Nashville, TN – October 18–21, 2016
Chicago, IL – October 25–28, 2016
San Diego, CA – November 1–4, 2016
Houston, TX – November 15–18, 2016
Phoenix, AZ – December 6–9, 2016
Orlando, FL – December 13–16, 2016
New York, NY – December 13–16, 2016
Chicago, IL – October 18–21, 2016
Costa Mesa, CA – November 29–December 2, 2016
Dallas, TX – December 6–9, 2016
View All Seminars
IIA Canada Calgary Seminar Week
November 7 – 11, 2016
Delta Bow Valley (Marriott) 209 4th Avenue SE, Calgary
IIA Canada, in conjunction with the Calgary Chapter, invite you to Calgary Seminar week where 7 leading-
edge courses are available for registration. Learn from Canadian facilitators who are leaders in internal
audit, as well as learning from International specialized consultants. Registration includes breakfast, lunch
and breaks, as well as all books and materials.
For full information visit https://chapters.theiia.org/IIA%20Canada/Events/Pages/IIA-Canada-Calgary-
Seminar-Week.aspx
September 2016 IIA Edmonton – Chapter Newsletter Page 8
IIA eSeminars
Sept 7-16 – Risk Based Auditing: A Value Add Proposition
Sept 12-21 – Audit Report Writing
Sept 15 – Fundamentals of Internal Auditing
Sept 20-29 – Assessing Risk: Ensuring Internal Audit’s Value
Sept 21 – Introduction to Internal Audit (IIA Canada)
Sept 26-28 – Operational Auditing: Evaluating Procurement and Sourcing
Oct 3-21 – CIA Learning System Comprehensive Instructor-led Course – Part 1
Oct 4-13 – Enterprise Risk Management: Elements of the Process
Oct 12-13 – Data Analysis for Internal Auditors
Oct 18-27 – Cybersecurity Auditing in an Unsecure World
Oct 24 - Nov 18 – CIA Learning System Comprehensive Instructor-led Course – Part 3
View All eSeminars
September 2016 IIA Edmonton – Chapter Newsletter Page 9
Membership and Certification News
IIA Edmonton Chapter congratulates our members who in 2016 are celebrating a major milestone as a
member of the IIA. As a congratulations and thanks we are inviting all of the following members to a
complimentary luncheon in September 2016. Thank you all for contributing to our wonderful
organization and we look forward to seeing you throughout the year.
10 Years 15 Years
Paul McKenzie Lisa Nykolyshyn
Janine Mryglod Tammy L. Wilson
Jerry Brooker Tracy A. Tanasichuk
Dwayne Perry Jil Tanguay
Butholezwe Ncube E. James Wilson
Sajjan Chhugani Sheila A. Smigarowski
Kim Zapf Allen Wayne Brandon
Jason Solowan Suzanne Robinson
Dan Stadlwieser Anil Persaud
Anthony Brouwers Donald Oszli
Catherine Ludwig
Paulette Thompson 20 Years
Mariesa Carbone Claudia C. Roszell
Jerom Yasol Barry G. Horan
Winnie Mah Mary Persson
Kristin Shandro Kathy Mao
Gloria Masese Svitlana Nikolaev
David Thompson
Tryna Petruniak 25 Years
Chrisy Burton Larry James Laver
Diane Lee M. Masood Peracha
Reymund Palpal-Latoc
Jared Olsen
Dharamvir Narula
Pamela Bunker
John Bowers
Carlos Alejandro Guichon Testa
Kathy M. Locke
Julie Perras
September 2016 IIA Edmonton – Chapter Newsletter Page 10
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 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 3-part 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.
To take advantage of special chapter discounts, contact Mariesa Carbone ([email protected])
IIA Edmonton Chapter – Director.
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 Mariesa Carbone
([email protected]) IIA Edmonton Chapter – Director for more information.
September 2016 IIA Edmonton – Chapter Newsletter Page 11
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!
September 2016 IIA Edmonton – Chapter Newsletter Page 12
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
September 2016 IIA Edmonton – Chapter Newsletter Page 13