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The Institute of Internal AuditorsLONG ISLAND CHAPTER
NEWSLETTER Volume 15 * * February 2015 * * Issue 6
Visit the website above and click on News and Jobs
1. Long Island Chapter Presidential Message February 2015
Wow! Our last event occurred right before the snow storm. Should I call that perfect timing or pure luck? Keep your fingers crossed for future events and be safe. Our Chapter is continuing to have great success due to your active participation! Our recent program event “View from the Top: Trends in Internal Audit Governance and Evaluation” was well received. The presentation by the IIA North American Board Incoming Chair, Larry Harrington on “The Future of the Internal Audit Profession” was exhilarating and high impact to say the least. During our luncheon folks were still talking of Larry’s presentation. This event drew a considerable crowd of 84 participants.
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1. President’s February Message2. January Program Revisited: Trends in IA Governance & Evaluation3. Call For Volunteers
LI Chapter Committees Need You - -
4. Certification & Training NewsValue of an IIA Certification - -
5. February Program: Annual Fraud Conference
6. Long Island Chapter Website7. Chapter Silver Anniversary
Celebration Date Set - - 8. Program Schedule: 20159. Chapter Officers and Board
In This Issue
Annual Fraud ConferenceFriday, February 13, 2015
Melville Marriott, Long Island* * *
Annual IT ConferenceFriday, March 13, 2015
Melville Marriott, Long Island* * *
Annual ConferenceFriday, April 17, 2015
Melville Marriott, Long Island____________________________
For more information go to: http://www.theiia.org/chapters/index.cfm?cid=241
Up Coming Events
Local Career Opportunities
The Institute of Internal AuditorsLONG ISLAND CHAPTER
NEWSLETTER Volume 15 * * February 2015 * * Issue 6
Our Board of Governors (BOG) met in February and we are planning several events based on your input. The next event “The Annual Fraud Conference” will provide 8 CPE credits. This year our focus is on white-collar crime and we have quite the program in store for you!
1. Presidential Message – February 2015 - - continued - -
Esteemed national expert, Dr. Joan Pastor, will unlock for all of us the unanswered issues as to the “why” or as we refer to it “rationalization” followed by the motivating issues surrounding white-collar crime. We will have as our special guest and luncheon presenter, Nelson Sheingold, Deputy Comptroller and Counselor for Investigations for the New York State Comptroller, Thomas P. Di Napoli, who will discuss white collar crime and the undertaking of his offices in this effort in New York State. A must event for all, last year we had 155 participants.
Remember, it is extremely important that you all complete the post-event survey. This is your opportunity to recommend any topic(s) and or speaker(s) that our membership would want to see in future programs, such as this year’s IT Conference in March, or our Annual Conference in April. As a token of our appreciation, all completed survey submittals are automatically entered in a raffle for a prize.
Thank you for supporting us in helping our chapter GO GREEN. All presentations are sent out electronically for you to download 1-2 days before the meeting. Look for the e-mail from Jared Greco, IIA LI Chief Information Officer [[email protected]]. Please make sure that your spam filter is set correctly and is not filtering out the document or your CPE certificate to download.
We need to “stay focused”, and with your help, we can achieve our annual performance goals:
Continue to meet the needs of and provide the best quality of presentation to our membership; Promote attaining IIA certifications; Grow our membership in depth (CAEs, Managers, Supervisors, Lead Auditors, Field Auditors,
etc.) Increase student participation; Continue to effectively network with our IIA home base, our District Leader/Advisor, and our
local chapters.
Our momentum is heading in the right direction, and we are in for an exciting year. If you wish to make a recommendation or would like to consider joining one of our committees, please do not hesitate to reach out to me or any of our Officers, BOG, or Committee members. We are all connected at: [email protected]
Kind regards,Robert C. McNair CIA, CRMA, MBA, MSPresident, Institute of Internal Auditors-Long [email protected]
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The Institute of Internal AuditorsLONG ISLAND CHAPTER
NEWSLETTER Volume 15 * * February 2015 * * Issue 6
2. January Program Revisited: “View from the top:Trends in Internal Audit Governance and Evaluation”
Our January event was held at the Melville Marriott, and even though only a half-day program, 4 CPE/CPD credits, a host of professional speakers and targeted topics was presented to over 80 attendees. The program included the following topics & speakers:
** A comprehensive survey of Who Audits the Auditors: The Value of Internal and External Quality Assessments - - presented by Paul Flora, CFE, CSFA, CCA, Co-Founder and Principal, Quality Plus & Associates and Nicholas DiMola, CPA, CCA, Co-Founder and Principal, Quality Plus & Associates ( See also picture below ).** Perhaps the most energetic presentation, a detailed look into Internal Audit Leadership in an Environment of Constant Change - - was presented by Lawrence J. Harrington, CPA, CIA, CRMA, Vice President, Internal Audit, Raytheon Company and Senior Vice Chairman of the IIA Global Board of Directors (See also picture below).
** An inside look into Audit Committee Expectations from Internal Audit Departments - - by Gary Jendras, CIA, CFSA, CBA, CRMA, Vice President, Bethpage Federal Credit Union and IIA District Representative ( See also picture below ).** A quantitative focus on the Trends in Metrics and Reporting for Internal Audit Departments - was presented by C. Michael Baron, CIA, CFSA, Director, Risk Advisory Services, Experis Finance. Our thanks to featured speakers & Chapter volunteers who made this program a success.
Above from left to right: Robert McNair, of Brookhaven Science Associates (President of Long Island IIA Chapter); Lawrence Harrington, of Raytheon Company ( Sr. Vice Chairman of IIA
Shown above, from left to right: Paul Flora, of Quality Plus Associates; Nicholas DiMola, also of Quality Plus Associates; and, Larry Karp, of
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The Institute of Internal AuditorsLONG ISLAND CHAPTER
NEWSLETTER Volume 15 * * February 2015 * * Issue 6
Global Board of Directors); and, Gary Jendras, of Bethpage federal Credit Union ( Our District IIA Representative).
CA Technologies.
3. COMMITTEE VOLUNTEERS NEEDED FOR LONG ISLAND CHAPTER
Volunteers for the Long Island Chapter of the IIA are needed, no special skills required, though be prepared to sharpen your existing skills and develop new professional capabilities. A list of the committees is supplied below, please select any you are interested in, note them in an Email to: Alice Seoylemezian <[email protected]>and we will forward a mission statement on that committee to you for your review as well as further contact information if you are interested. Alice can also be reached by phone at: (516)782-1225 if you have any questions. Our Chapter’s 12 committees presently seeking YOUR aid are:
· Technology · Hospitality /Meeting Arrangements/Membership· Awards · Record Retention· Newsletter/Public Relations · Academic Relations· Employment · Speakers Bureau· Nominating Committee · Program Committee· Government Relations · Standards Committee
We look forward to hearing from you. (information via Alice Seoylemezian ~ Chapter Awards Chair)
4. Certification & Training News –
What’s the Value of an IIA Professional Credential? An IIA professional credential can move your career in the right direction, whether you’re just starting down the audit path or taking your career to new heights. Drive to new opportunities, with increased earning potential, deeper knowledge, and enhanced credibility.
By earning your IIA certification or qualification, your clients and employer know that you are a valuable team asset who is highly motivated, knowledgeable, and committed to ensuring quality is part of everything you do. The experience gained preparing for an exam and earning a professional credential will travel with you along your career development plan.
Certified Professionals Earn MoreAccording to The IIA’s 2014 Internal Audit Compensation Study, the average salary of internal auditors who hold one or more certifications is 30 percent higher than that of peers with no certifications (based on U.S. responses).
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The Institute of Internal AuditorsLONG ISLAND CHAPTER
NEWSLETTER Volume 15 * * February 2015 * * Issue 6
4. Certification and Training News - - continued - -
Which IIA Professional Credential is the right key to drive your future success?
Certified Internal Auditor (CIA)
Qualification in Internal Audit Leadership (QIAL)
Certification in Control Self-Assessment (CCSA)
Certified Financial Services Auditor (CFSA)
Certified Government Auditing Professional (CGAP)
Certification in Risk Management Assurance (CRMA)
CERTIFICATIONS & QUALIFICATIONS & SOCIAL MEDIA
The IIA has created pages on social media networks to allow audit professionals to connect and receive the latest industry news. In addition to The IIA’s Facebook, Twitter, and LinkedIn pages, LinkedIn discussion groups have been created for certification-holders as a way to engage with peers on the certification process and to connect with industry-specific information. The following discussion groups are available for audit professionals:
Certified Internal Auditor (CIA)
Certification in Control Self-Assessment (CCSA)
Certified Financial Services Auditor (CFSA)
Certified Government Auditing Professional (CGAP)
Certification in Risk Management Assurance (CRMA)
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The Institute of Internal AuditorsLONG ISLAND CHAPTER
NEWSLETTER Volume 15 * * February 2015 * * Issue 6
4. Certification and Training News - - continued - -
Social Open Badging — Now Available
Holders of IIA credentials can also tell their professional story on popular social and professional networking sites, personal websites, or in emails with web-enabled credentials. The IIA is using the Acclaim system to represent your credentials as badges, so you can more effectively manage your IIA credential portfolio online. Backed by Pearson, the world’s largest education company, this new standard for communicating learning achievements provides:
a web-enabled version of your credential(s)
a place to manage your badge(s)
an overview of the skills required for the credential(s)
a secure means of storing and publishing your credential(s)
a way for employers to verify your credential(s)
For more information visit the IIA Website at: https://global.theiia.org/certification/Pages/Certifications-Social-Media-and-Badging.aspx
(information via Biju Beegum ~ our Chapter Certifications Chair)
5. February Program: Annual Fraud Conference
Annual Fraud Conference Friday, February 13, 2015 – Melville Marriott
8:00 am – 5:00 pm(8 CPE/CPD Credits)
Event Summary:
This year’s focus of our ANNUAL FRAUD CONFERENCE is on white-collar crime and we have quite the program in store for you. Esteemed national expert, Dr. Joan Pastor, will unlock the unanswered
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The Institute of Internal AuditorsLONG ISLAND CHAPTER
NEWSLETTER Volume 15 * * February 2015 * * Issue 6
issues as to the “why” or as we refer to it- “rationalization” -followed by the motivating issues surrounding white collar crime. We will have as our special guest and luncheon presenter, Nelson
5. Annual Fraud conference - - continued - -
Sheingold, Deputy Comptroller and Counselor for Investigations for the New York State Comptroller, Thomas P. DiNapoli who will discuss white collar crime and the undertaking of his offices in this effort in New York State. We will also have our update as to the 2014 Report to the Nations by the ACFE and our local update-“Fraud in Your Backyard”.
Please join us for a great day of fraud related knowledge and discussions from the industry’s leading thought-leaders on Friday, February 13th from 8:00 am to 5:00 pm at the Melville Marriott (8 CPE/CPD credits). Our Chapter’s own Ernest Patrick Smith, a senior partner with Nawrocki Smith LLP , will serve as moderator for this important program. A full description of the program and speaker backgrounds has been Emailed to all Long Island Chapter members – or can be requested from the Chapter via Email.
How to Register:Please use the following on-line registration link: http://www.cvent.com/d/nrq8p1/4WIf you are having trouble with the link, notify Jared Greco at [email protected] Cancellations must be made at least 24 hours prior to the event by contacting Robert McNair at [email protected]. For making payments offline: You should register on-line (see above) and in the payment section, select “check” or "other." If not registering on-line, please contact us at [email protected], or call Robert McNair at (631) 344-5921 at least 24 hours before to reserve your seat. Make checks payable to the IIA Long Island Chapter and mail to: Institute of Internal Auditors LI, P.O. Box 442, Smithtown, New York 11787 or bring it the day of the seminar. – Hope to see you there.xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
6. Long Island Chapter Website
Check your Chapter website for the entire 2015 Events Schedule. Also, remember to check the website prior to attending our events. Many speaker presentations will be posted online for your convenience. Our membership continues to exceed 400 members and is growing. Stay connected through our website http://www.theiia.org/chapters/index.cfm?cid=241 where you can find complete information on our upcoming seminars and activities. Of course, access IIA National, http://www.theiia.org/ for information also. Remember, IIA members should go to the IIA webpage and update personal/professional information – place of work, e-mail, etc. as
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The Institute of Internal AuditorsLONG ISLAND CHAPTER
NEWSLETTER Volume 15 * * February 2015 * * Issue 6
appropriate. Our Chapter webmaster, Mindy Kaplan, is always available if you have comments/questions/contributions to our website.
7. Chapter SILVER ANNIVERSARY Information Page
SAVE THE DATE – CHAPTER 25TH
ANNIVERSARY PLANNING UNDERWAY
On October 23, 2015 the Long Island Chapter will be celebrating its 25th anniversary with a festive gala. The site is still to be determined but put the date on your calendar and plan to attend this exciting event in your Chapter's history. Presidents from the past 25 years will be invited along with special guests from the IIA. We will be soliciting sponsorships from our member companies so begin spreading the word and get the excitement started. - -Above Information supplied by GARY JENDRAS
Please send your contact information to: R. McNair at [email protected] to get on our Silver mailing list - - -thanks
ANNIVERSRY YEAR STATUS / PLANS: Silver Anniversary logo received, Steering Committee Members requested to aid effort; and, the date for a Silver Anniversary Gala set for October 23, 2015
SILVER ANNIVERSARY MEMBER YEARS: CHAPTER ANNIVERSARY MEMBER INFORMATION: - As our Chapter's 25th anniversary year starts many members are wondering how long they have been an IIA member - how soon we forget ! Fortunately, there is a speedy way to obtain your information noting the Initial starting date with the IIA. To obtain this information send an Email, with the words 'ANNIVERSARY INFORMATION' as a title, with your full name, to: [email protected]. Your info will be by return-Email, thus provisioning accurate cocktail banter for your participation in the just beginning Silver Anniversary year celebration, of which you are a part !
IIA LONG ISLAND CHAPTER TRIVIA: The last quarter century of what we were/are; where Chapter things happened; Who is/was involved (this category optional); and, When ‘Happenings – Happened’ -
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The Institute of Internal AuditorsLONG ISLAND CHAPTER
NEWSLETTER Volume 15 * * February 2015 * * Issue 6
8. Long Island Chapter Program Schedule 2015
PROGRAM VENUE – SCHEDULE – PRICING DETAILS / COMMENTS
The following information is supplied to aid in use of the Chapter Program schedule. Please note that every effort is made to accommodate the needs of all attendees. Contact any Chapter officer/Board Member with your comments and needs to make programs a professional experience.
Continental Breakfast - is served at 8:00 AM
Lunch - is usually served at 12:30 PM
Dress - is Business Casual
Venue – All program events are held in MELVILLE, LONG ISLAND, at the Melville, Marriott. There is ample on-site parking and the Marriott is convenient to Old Country Road, the Northern State Parkway, Long Island Expressway and Route 110. This site has been chosen to be convenient to the busy schedules of program attendees, for the professional tone of presentation areas and the quality of dining facilities and services. Program Cancellation - Over the years, only a few cancellations have taken place – (hurricanes, snow days). A direct telephone number to the Marriott, provided to avoid trips to a closed facility, is (6 31 ) 423 - 1600 . All events are rescheduled.
Registration for individual events - Generally opens 20 days before each event. Registration information is emailed to Chapter members and will appear in the Chapter Newsletter. For more information go to: http://www.theiia.org/chapters/index.cfm?cid=241
CPE/CPD Certifications – Attendees who participate in a program will receive a CPE/CPD certificate and be registered to receive credit for use in their certification needs as appropriate.
8. Program Schedule – 2015 - - continued - -
Long Island Chapter Program Schedule 2015:Page | 9
The Institute of Internal AuditorsLONG ISLAND CHAPTER
NEWSLETTER Volume 15 * * February 2015 * * Issue 6
Date/Location Format Topic Prices -CPE/CPDs
February 13, 2015Friday
Melville Marriott
Full Day(8:30 to 5:00PM)
(Breakfast and Lunch)
Annual Fraud Conference
Member - $175Non-member - $225Student - $308 CPE/CPDs
March 13, 2015Friday
Melville Marriott
Full Day(8:30 to 5:00PM)
(Breakfast and Lunch
Annual IT Conference
Member - $175Non-member - $225Student - $308 CPE/CPDs
April 17, 2015Friday
Melville Marriott
Full Day(8:30 to 5:00PM)
(Breakfast and Lunch)
Annual Conference
Member - $175Non-member - $225Student - $308 CPE/CPDs
Note: We are in the process of investigating options to the Golf Outing in order to reach out and engage more Chapter participants. Suggested options under consideration include a winery tour and an awards dinner is also being planned - - - these activities are currently a Work in progress. Watch your Chapter Email for information describing these updated additions to our Chapter program.
OTHER ON & OVER THE HORIZON IIA CONFERENCE & EVENT SCHEDULESFollowing are schedules for typical IIA professional conferences/events, some in exotic places!
Annual Fraud Conference , February 13, 2015, Melville, NY Leadership Skills for Auditors; March 2-5, 2015, San Antonio, TX Annual IT Conference ; March 13, 2015, Melville, NY IIA International Conference, Vancouver, BC, Canada, July 5 – 8, 2015
Anyone attending the above – or in fact any – IIA conferences/events are asked to submit comments on their experience to our Chapter’s newsletter – please note items from conference/event that may be of interest to chapter membership. Email: CHAPTER NEWSLETTER - to [email protected] .
9. Long Island Chapter Officers and Board
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The Institute of Internal AuditorsLONG ISLAND CHAPTER
NEWSLETTER Volume 15 * * February 2015 * * Issue 6
IIA Long Island Chapter 2014–2015 Officers & Board Members
Contact any individuals below via Chapter Email < [email protected] >
CHAPTER OFFICERSPresident
Robert McNair, CIA, CRMA, MBA, MS, Brookhaven Science AssociatesExecutive Vice President and Treasurer
Joyce Larson, New York Community Bank Vice President and Operations Officer
Maria Michaelson, CPA, CRMA, New York Community BankVice President and Professional Services Officer
Ron Goldman, MBA, Deloitte & ToucheVice President and Assistant Treasurer
Ellen Caravella, CPA, CIA, Diocese of Rockville CentreVice President and Secretary
Brian Blisard, CPA , KPMG, LLP
BOARD OF GOVERNORS Chief Information Officer: Jared Greco, CPA, Deloitte & Touche Deepali Adhikari, CPA, CA, Deloitte & Touche Biju Beegum, CRMA, CardWorks Servicing Lucille Brower, CPA, CIA, CFSA, CISA, CardWorks Servicing Vincent Colletti, CIA, CFSA, CRMA, American Express Pinak Guha, MBA, CPA, Veeco Instrument Inc Larry Karp, CPA, MBA, CA Technologies Prabhat Kumar, CPA, Canon U.S.A., Inc. Michael Lanning, CIA, CFSA, CRMA, Astoria Bank Joel Lanz, CPA, CISA, CISSP, CGMA, CITP, MBA, Joel Lanz, CPA P.C. Lauren A. Nichols, CPA, MBA, Hofstra University Frederick Piulson, CPA, Consultant John Rostern, CRISC, QSA, Coalfire Inc. Russell Safirstein, CPA, Paracon Group Inc.
9. Chapter Officers & Board for 2014 /2015 - - - continued - - -
Robert M. Skirkanich, CIA, CRMA, MBA, Consultant Ernest Patrick Smith, CPA/ABV/CFF, CVA, CFE, Nawrocki Smith LLP Annette Walsh, CIA, CFSA, MBA, Ridgewood Savings Bank
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The Institute of Internal AuditorsLONG ISLAND CHAPTER
NEWSLETTER Volume 15 * * February 2015 * * Issue 6
Christopher Wright, CPA, CGMA, Protiviti, Inc. Carolyn J. Leahy, CIA, National Grid
Past Presidents 2013-2014: Ron Goldman, MBA, Deloitte & Touche 2012-2013: Roy Garbarino, CPA, CIA, CRMA, TFCU
District Representative: Gary Jendras, CIA, CBA, CFSA, CRMA, Bethpage FCU
District Advisor: Linda Grotton, MaineHousing
Committee Members: Website Administrator, Mindy Kaplan, CRMA, MBA, Accume Partners CAP, Caroline Pavlik, CIA, CRMA, MBA, Consultant History, Dawn Scala, CIA, CAMS, CRCM, CRMA, Astoria Bank
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