February 2015
The Source Document President’s Message Happy February to Everyone! Ok, I am sounding a little too happy for February. Maybe it has something to do with an upcoming Caribbean cruise! Congratulations to the newly elected officers for the 2015-2016 year! • President – Sandra Sivertson • Secretary – Shawna Piatz
• Vice President – Jon Breckel • Treasurer – Jennifer Thorson
I am excited to see what this ambitious group of officers will achieve in the next year! Last year Sandra and Jon attended the IIA’s Leadership Academy. This year, Shawna and Jennifer will attend. The Leadership Academy energizes the officer group for the upcoming year and provides a forum to identify opportunities and approaches taken by other chapters. In the last newsletter, I solicited interest in the chapter holding a few working sessions on specific audit topics to accomplish information/knowledge sharing. I received positive feedback from several members and have identified the following list of topics. • • • •
Operational Audit Approach Financial Audit Approach Dashboard Approach to Audit Reports Obtaining Management Buy-in
• Internal Audit Evaluation • Audit Universe Risk Assessment • Audit planning process
Shawna Piatz from Basin Electric will host the first working session sometime in March. Stay tuned for the topic(s) and date! As auditors, we all run into situations where individuals expect us to blindly trust what they say. I found a quote that provides a good response to these situations. “Skepticism does not mean a lack of trust. Rather, it means, ‘I trust you, but my responsibilities require me to confirm what you and others tell me.’ ” --- IIA Tone at the Top February 2015 edition. Stay Warm! Dawn Sackman Central NoDak Chapter President
Upcoming Events Inside This Issue 2 3 3 4 5
Member Spotlight Articles & Websites of Interest Chapter Achievement Program 2014-15 Program Treasurer’s Report
March 10 – Monthly Meeting – 12:00 – MDUR Derek Miller, MDU Resources Group • Cybersecurity and IT General Controls
April 7 – Monthly Meeting & Fraud Workshop 12:00 – 5:00 p.m. – MDUR Paul Rosol, CFSA, IIA District Representative Chief Audit Executive, Christopher & Banks
February 2015
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Member Spotlight Jill Steinwand, Internal Auditor II – Basin Electric Power Cooperative 1. Brief synopsis of your professional career. Throughout college, I had several internships working for North Dakota’s Senator and Representative both in Washington, D.C. and in Fargo, N.D. After graduating from Minnesota State University Moorhead in 2013 with my Accounting and Economics degrees, I accepted a rotational position at Basin Electric Power Cooperative in Bismarck. I spent the next year and a half rotating through Accounts Payable, Internal Auditing, Capital Assets and Middle Office before taking a permanent position in Internal Auditing last September. 2. Why did you become a member of the IIA? Since I am new to the Internal Auditing profession, I wanted an organization to help me grow in my professional career and network with other business professionals. 3. What are some of your greatest successes or contributions? In November, I passed my final section of the CPA exam. 4. Most recent book you’ve read. I’m currently reading, “Professional Ethics: The AICPA’s Comprehensive Course” so I can pass the ethics portion of the CPA exam and officially receive my license. 5. Tell us something most people don’t know about you. My full name is Jill Imhoff Steinwand (named after my mother’s maiden name). At my college graduation, the announcer was so worried about pronouncing my middle name correctly he accidentally called me “Jeff.” 6. If you could have a superpower…which would you pick? I would love the ability to teleport from place to place or the ability to time travel. 7. Most unusual or interesting job you’ve had. While interning in Washington, D.C., I have had the opportunity to meet and hear many interesting people speak including John McCain, Marco Rubio, Mitch McConnell, Colin Powell and Alan Greenspan. I also enjoyed giving Capitol tours to North Dakota constituents. 8. Family, hobbies. My parents, Todd and Shelly, younger sister Jessie and a younger brother Andrew live in Bismarck. We also have a family dog, Murphy. I enjoy cooking, baking, exercising and spending time with family and friends.
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February 2015
Kudos to our Members Shawna Piatz recently passed the CIA exam! Shawna is a Senior Auditor with Basin Electric. Jill Steinwand recently passed her CPA exam! Jill is an Internal Auditor II with Basin Electric. Congratulations to both of you! We are always looking for content for this newsletter and welcome articles, news items, recent certifications, passing exams, employment opportunities or other items of interest to our membership. Please send your submissions to Kim Reinke at
[email protected].
Articles & Websites of Interest
Webinar Opportunities
Richard Chambers, President and CEO of The IIA writes a weekly blog that you may find interesting and informative.
Don’t forget about the monthly IIA MembersOnly Webinar opportunities. These are complimentary as part of your IIA membership and have CPE hours available. Check them out!
Click Here for President Chambers' Blog
2015 IIA Members-Only Webinar Series March 17 Members-only Webinar: Cyber Security: Data Breaches, Greater Frequency, Greater Cost
Chapter Achievement Program (CAP) Update Central NoDak Chapter Current CAP Points Category (Minimum Requirements) Current Total Total Service to Members (325): 739.71 Total Service to Profession (200): 592.12 Total Chapter Administration (160): 156.00 Total CAP Points Earned: 1,487.83 A chapter must earn the minimum CAP points listed above to qualify for an achievement level. Then, 685 points=Bronze, 1,060=Silver, 1,560=Gold. Chapters reaching Gold 10 of 11 years are Platinum.
How can I help the chapter earn CAP points? 1. Attend the monthly luncheons, seminars, socials, etc. 2. Earn an IIA certification. 3. Recruit new members. 4. Speaking engagements or training sessions. 5. Submit internal audit-related articles for publication to Internal Auditor or any other publication. 6. Provide an internal audit internship at your company for a student.
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February 2015
2014-2015 Program Date
Topic/Presenter
CPE
March (TBD)
Cybersecurity and IT General Controls • Derek Miller, MDU Resources Group
1
April 7
Fraud Workshop and Monthly Meeting • Paul Rosol, CFSA IIA District Representative Chief Audit Executive, Christopher & Banks
5
May 19-20
Presentation Skills, Whole Brain Thinking, Effective Conference Calls and Grace Writing • Graceworks
16
(Monthly Meeting) (Monthly Meeting & Workshop)
IIA Spring Social/Family Picnic Tuesday, May 19th - Approximately 5:30 or 6:00 p.m. Sertoma Club Community Building (by the Amusement Park) Food and beverages will be provided. There will be outside games for all ages and the possibility of discounted amusement park tickets.
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February 2015
2014 – 2015 Officers
Board of Governors
President Dawn Sackman MDU Resources Group, Inc. 701.530.1037
Vice President Krisi Kunz Workforce Safety & Insurance 701.328.3828
Secretary Jon Breckel MDU Resources Group, Inc. 701.530.1769
Treasurer Jennifer Thorson MDU Resources Group, Inc. 701.530.1034
[email protected]
[email protected]
[email protected]
[email protected]
Sheri Berogan MDU Resources Group, Inc. 701.530.1083
[email protected]
Lisa Corbin Dickinson State University 701.425.1697
[email protected]
Joan Houston Minot State University 701.858.3290
[email protected]
Dustin Ketterling MDU Resources Group, Inc. 701.530.1047
Treasurer’s Report
[email protected]
Micole Kvas Workforce Safety & Insurance 701.328.3824
1/31/2015 Activity in Checking Account: Beginning Balance Deposits Withdrawals Transfers (to) / from Savings Ending Balance Activity in Savings Account: Beginning Balance Deposits Interest Earned Transfer (to) / from Checking Ending Balance Total Funds Available
[email protected]
$
$
1,069.53 0.00 177.97 0.00 891.56
Pam Rennich Bilfinger Westcon Inc. 701.221.5599
[email protected]
Donna Vincent MDU Resources Group, Inc. 701.530.1754
[email protected]
$
$
16,360.28 0.00 0.00 0.00 16,360.28
$
17,251.84
Website Administration Dustin Ketterling MDU Resources Group, Inc. 701.530.1047
[email protected]
Seminar Coordinator & Newsletter Editor Kim Reinke MDU Resources Group, Inc. 701.530.1023
[email protected]
Institute of Internal Auditors Central NoDak Chapter PO Box 64 Bismarck, ND 58502-0064 Click here for: Chapter Website
