LEHIGH VALLEY IIA NEWSLETTER

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1 2014/2015 Chapter Year February 2015 Edition LEHIGH VALLEY IIA NEWSLETTER INSIDE THIS ISSUE: President s Message 2 What s new? Events 3-8 Chapter News 9 Tools 10 UPCOMING EVENTS February 25 Cloud Computing Breakfast meeting February 27 CAE session **invitational only** Chapter News - Membership has increased to 174 Job Postings Various positions can now be posted More Events for the 2014/2015 year! Student Night March 17 ACL User Group April 15 ACL Training- Beginner April 13-15, ACL Training Intermediate April Forensic Accounting Joint ACFE April 30 End of Year Social May 22

2 Page 2 Lehigh Valley IIA Newsletter President s Messag ge Dear members: The Board of Governors and Chapter Officers held a planning meeting on January 12 th to finalize the spring program of events. Below is a summary of the events refer to event details or the chapter website for additional details and registration information. Our chapter is in need of volunteers for the upcoming year. reach out to me if you are interested in volunteering! Wednesday, February 25 th from 8am 11am 2 CPE breakfast meeting on Cloud Computing and other IT Hot Topicss at Air Products. There will be a one hour breakfast / social hour followed byy a presentation from Phil Schmoyer of Baker Tilly. Friday, February 27 th CAE Sessionn Invitational only. Tuesday, March 17 th from 6:00 8: :30pm Joint IIA/ACFE Student Night event at DeSales University. Networking event and 1 CPE presentation on Emotional Intelligence. Week of April ACL Training at Air Products. 3 day Beginner course and 2 day Intermediate course. Space is limited to first 15 registrants. Wednesday, April 15 th ACL Users Group meeting at Air Products. 2 CPEs and free! Thursday, April 30 th 8 CPE joint sponsored IIA/ACFE seminar at Olympus. Tim Gearty will present on Forensic Accounting. Friday, May 22 nd Year end social Iron Pigs game at Coca Colelected at this time, which is a great Park. The Officers and Board of Governors will be time to get more involved in the chapter and gain some new skills. Our chapter is in need of volunteers for the upcoming year. I know some of you would like to be more involved but aren t sure what roles are available and what the commitment is. So to help with this, we will be sending out position descriptions shortly that will give you details of the responsibilities and time commitment for the various roles. Please take time to consider these and reach out to me if you are interested in volunteering! Thanks, Bill

3 Lehigh Valley IIA Newsletter Page 3 Events February 25 Breakfast Meeting Cloud Computing and Other IT Hot Topics Speaker Phil Schmoyer Event Summary This presentation will explore emerging information technology hot topics with a core emphasis on the emergence of cloud computing. The focus will be explaining the concepts and features of the cloud and the risks associated with its use to assist with audit plan development and enterprise risk management. Speaker BIO Phil is a Senior Manager in the Philadelphia office of Baker Tilly. For over 6 years, Phil has been a member of the Risk and Internal Audit Consulting practice providing risk management, information technology and internal audit consulting services to clients in the higher education, insurance, financial services, manufacturing, distribution, technology, and healthcare sectors where he has worked with companies of all sizes; from initial start-up to in excess of $225 billion in assets. He has performed numerous projects with a specific focus on enterprise risk management, data reporting, process and operational efficiency, and regularly consults with clients to discuss compliance and control matters. REGISTRATION and PAYMENT Please your registration Name, company affiliation, and membership affiliation to Bonnie.Casella@bakertilly.com CIA REVIEW COURSE RAFFLE Deadline for registration is: February 16, 2015 Make your check payable to Lehigh Valley IIA Advanced payments is PREFERRED via PayPal or mail your check prior to registration to: Tracy Wilson PPL Corporation Two North Ninth Street (GENTW21) Allentown, PA We will raffle off a free CIA Review Course at this event. If you are interested in taking the CIA exam and would like to be entered in the raffle, please e- mail bonnie.casella@bakertilly.com. IMPORTANT: YOU MUST BE AN IIA MEMBER AND BE PRESENT AT THE EVENT TO WIN! Event Cancellation Policy - Reservations for Chapter events are first registered, first served. Payment for this event is preferred at the time of registration through PayPal or if paying by mail payment will be required within 10 calendar days of registration. If you cancel after the registration deadline date, payment for the event is still required, but substitutions will be permitted.

4 Lehigh Valley IIA Newsletter consulting and coaching areas include: Behavior and communication skills for professionals, includee Page 4 Events cont d Event Agenda / Schedule: March 17, 2015 Student Night Joint Event Speaker Bill Lees Event Summary Come join other members and students from local colleges for a networking event followed by a presentation on Emotional Intelligence, and the presentation of student awards. The presentation will give an introductionn to emotional intelligencee and how it can help you better understand and work with others. Speaker Bio Bill Lees is an Association Manager of Corporate Finance at Olympus where he maintains internal control documentation and performs consolidation and reporting functions. He is also the current President of the Lehigh Valley Institute of Internal Auditors. Prior to joining Olympus, Bill spent over 5 years with Deloitte s Audit Assurance group. 5:30 to 6:000 pm Registration 6:00 to 7:000 Hors d oevres and networking 7:00 to 8:00- Presentation 8:00 to 8:30 Student Awards Pricing Member - $20 Non-Member - $25 Retirees - $10 Students - Free REGISTRATION and PAYMENT Please your registration Name, company affiliation, and membership affiliation to Bonnie.Casella@bakertilly.com Location DeSales University University Center 2755 Station Ave. Center Valley, PA Deadlinee for registration is: March 9, 2015 Make your check payable to Lehigh Valley IIA Payment at the time of registration is PREFERRED or by mail within 10 calendar days of registration. Maill your check to: Tracy Wilson PPL Corporation Two North Ninth Street (GENTW21) Allentown, PA PayPal option for payment available Event Cancellation Policy Reservations for Chapter events are first registered, first served. Payment for thiss event is preferred at the time of registration through PayPal or if paying by mail payment will be required within 10 calendar days of registration. If you cancel after the registration deadlinee date, payment for the event is still required, but substitutions will be permitted. DeSales is 1 mile south of Route 378; just a mile from where Route 309 meets Route 378. From Route 378, turn onto Preston Lane. follow to Landis Mill Road. At the end of Preston Lane, turn right on to Landis Mill Road and then left on Station Avenue. The parking lot to the University Center is on the left. If the University Center lot is full, there is additional parking at Billera Hall. As you approach Landis Mill Road, Billera Hall is the building on your right at the end of Preston Lane. There is a walkway from Billera Hall to the University Center. Map available:

5 Lehigh Valley IIA Newsletter Page 5 Events cont d April 13 15, 2015 FULL DAY ACL Training Beginner 101 Course with speaker Diane Hidalgo Location: Air Products & Chemicals 7201 Hamilton Blvd. Allentown, PA Price : IIA Members - $800 Non-Members - $950 CPE Credit: 22 Event Contact: Bill Lees (Bill.Lees@yahoo.com) Event Summary: This three-day course is a comprehensive introduction to ACL Analytics, designed for new and beginner users who want to learn the concepts and features needed to start using ACL Analytics. In an interactive hands-on environment, you will learn fundamentals such as basic data concepts and how to work within the ACL Analytics environment, as well as integral skills such as how to conduct analysis steps and procedures and accomplish analysis objectives in ACL Analytics. You will learn the proper methodology and best practices for all five phases of the data analysis cycle (planning, importing, preparing, analyzing, and reporting). On the third day, basic scripting will be introduced. Through this comprehensive introduction and practical application, you will learn how to effectively use ACL Analytics to accomplish your audit and/or business objectives. NOTE: Attendees will need to bring their own laptop to the training, and install the required program and updates PRIOR to the training. Internet access will not be available in the training. REGISTRATION and PAYMENT Please your registration Name, company affiliation, and membership affiliation to Bill.Lees@yahoo.com Deadline for registration is: March 6, 2015 Make your check payable to Lehigh Valley IIA Payment at the time of registration is PREFERRED via PayPal, or by mail within 5 calendar days of registration. This is a big financial commitment for our chapter, so if you payment is not received promptly, we will rescind your registration. PayPal option for payment available Mail your check to: Tracy Wilson PPL Corporation Two North Ninth Street (GENTW21) Allentown, PA Event Cancellation Policy Reservations for Chapter events are first registered, first served. Payment for this event is preferred at the time of registration through PayPal or if paying by mail payment will be required within 5 calendar days of registration. If you cancel after the registration deadline date, payment for the event is still required, but substitutions will be permitted. Directions: Visitors need to enter at Gate 2 (off Hamilton Blvd). To park, visitors will go in gate 2 and turn right at the first stop sign. They will then park in the parking lot on the right. The training is in the admin 1-4 building. Entrance to the admin1-4 building is the first left after you enter at gate 2. To get to the admin 1-4 building from the parking lot, visitors walk back past the entrance at gate 2, cross the street and walk towards the horseshoe. The entrance to the Admin 3 main lobby is at the top middle of the horseshoe. If you have any trouble finding your way, just ask the person at the security gate, since you will not be able to entry at any location other than the lobby entrance.

6 Page 6 Lehigh Valley IIA Newsletter Events cont d April 15 ACL User Group Meeting FREE EVENT!!!!! Event Agenda / Schedule: Event Summary Come join other ACL users of various levels dedicated to improving work projects through the use of ACL. Speakers will discuss ways to implement ACL into projects, develop new applications for use, and increase the efficiency and effectiveness of ACL use. It is also a good opportunity to network with other users to gain insight into different techniques, approaches and uses of ACL software. 2:30 to 3:00 pm Registration/Networking 3:00 to 5:00 Various Speakers CPE - 2 Location Air Products & Chemicals 7201 Hamilton Blvd. Allentown PA Directions: Visitors need to enter at Gate 2 (off Hamilton Blvd). To park, visitors will go in gate 2 and turn right at the first stop sign. They will then park in the parking lot on the right. The training is in the admin 1-4 building. Entrance to the admin1-4 building is the first left after you enter at gate 2. To get to the admin 1-4 building from the parking lot, visitors walk back past the entrance at gate 2, cross the street and walk towards the horseshoe. The entrance to the Admin 3 main lobby is at the top middle of the horseshoe. If you have any trouble finding your way, just ask the person at the security gate, since you will not be able to entry at any location other than the lobby entrance. REGISTRATION Please register via the following link: Deadline for registration is: Monday, April 6, 2015

7 Lehigh Valley IIA Newsletter Page 7 Events cont d April 16 17, 2015 ACL Training Intermediate 201 Course with speaker Diane Hidalgo Location: Air Products & Chemicals 7201 Hamilton Blvd. Allentown, PA Price : IIA Members - $600 Non-Members - $700 CPE Credit: 16 Event Contact: Bill Lees (Bill.Lees@yahoo.com) Event Summary: This two-day course is a practical application of ACL Analytics, designed for users who want to use ACL Analytics more effectively in real-life situations. By working through a series of progressively challenging case studies, you will develop your critical thinking and application of ACL Analytics. In an interactive, hands-on environment, your ACL Certified trainer will teach you to accomplish data analysis tasks of varying complexity through the integration of ACL commands and expressions. Through this practical application, you will learn how to effectively separate objectives into manageable milestones and enhance your effectiveness with ACL Analytics. NOTE: Attendees will need to bring their own laptop to the training, and install the required program and updates PRIOR to the training. Internet access will not be available in the training. REGISTRATION and PAYMENT Please your registration Name, company affiliation, and membership affiliation to Bill.Lees@yahoo.com Deadline for registration is: March 6, 2015 Make your check payable to Lehigh Valley IIA Payment at the time of registration is PREFERRED via PayPal, or by mail within 5 calendar days of registration. This is a big financial commitment for our chapter, so if you payment is not received promptly, we will rescind your registration. Mail your check to: Tracy Wilson PPL Corporation Two North Ninth Street (GENTW21) Allentown, PA PayPal option for payment available Event Cancellation Policy -Reservations for Chapter events are first registered, first served. Payment for this event is preferred at the time of registration through PayPal or if paying by mail payment will be required within 5 calendar days of registration. If you cancel after the registration deadline date, payment for the event is still required, but substitutions will be permitted. Directions: Visitors need to enter at Gate 2 (off Hamilton Blvd). To park, visitors will go in gate 2 and turn right at the first stop sign. They will then park in the parking lot on the right. The training is in the admin 1-4 building. Entrance to the admin1-4 building is the first left after you enter at gate 2. To get to the admin 1-4 building from the parking lot, visitors walk back past the entrance at gate 2, cross the street and walk towards the horseshoe. The entrance to the Admin 3 main lobby is at the top middle of the horseshoe. If you have any trouble finding your way, just ask the person at the security gate, since you will not be able to entry at any location other than the lobby entrance.

8 Page 8 Lehigh Valley IIA Newsletter Events cont d Event Overview Come join us for our annual social at the Iron Pigs Game! Our chapter is having another good year and we would like to continue passing this good fortune on to all of our members and guest. There is a flat rate fee of $10 for members and guests, so take advantage of this great opportunity to come out to the ball park see a game and network and reconnect with others. We will also hold elections for our Officers, Board of Governors, and Committee Chairs. Please note our social will be in the PenTeleData Party Porch along the 3rd base line. Fee includes a game ticket and the following: LET S PLAY BALL!! IIA ANNUAL SOCIAL Two hour all-you-can-eat buffet Unlimited soft drinks through the middle of the 8th inning Advance entry via our private Club Level entrance (5:30pm) Access to the Club Level Bar and Lounge Personal Host/Hostess Service Private restroom for Club Level guests Guaranteed game-day giveaways (when applicable) In-game group recognition on the IronPigs state-of-the-art videoboard The IIA Chapter will sponsor an open bar for the event. The cost of parking is $3 per vehicle. Evening Social May 22, :15 Tickets available at will call 5:30 6:30 Social hour /Buffet 6:30 7:00 Elections 7:05 Game Time! COCA COLA PARK 1050 Iron Pigs Way Allentown, PA Price: $10 Members and guests Event Contact: Bill Lees Bill.Lees@yahoo.com REGISTRATION and PAYMENT Please your re-registration by April 21, 2015 including name, company affiliation, and membership affiliation to: Bill.Lees@yahoo.com Make your check payable to: Lehigh Valley IIA Payment at the time of registration is PREFERRED or by mail within 10 calendar days of registration. Mail your check to: Tracy Wilson PPL Corporation Two North Ninth Street (GENTW21) Allentown, PA 18101

learncia.com/3partcia/my- cia-review-plan. To take advantage of special chapter discounts! Let us get to know you!

9 Page 9 Lehigh Valley IIA Newsletter Chapter News CIA REVIEW TOOLKIT RAFFLE!!!! If you are an IIA Member, not yet certified, and will be attending the February Breakfast Meeting..Send in your request to be included into the raffle for a free CIA Review Course!!!! Please e mail Bonnie Casella to enter: com. (Winner must be present to win) Job Postings Post your open positions here in the newsletter and the Chapter Website! Contactt Jodi Hartzell For more information or to try a demo, visit Wondering how long it will take you to prepare for the exam? Create your free, personalized study plan at cia-review-plan. To take advantage of special chapter discounts! Let us get to know you! Meet our Members is a great way to get to know a little more about each member, and a great networking tool for that social time at the next event!. Contac Jodi Hartzell for more information: jhartzell@hab-inc.com Preparee to Pass the 3-Part CIA Exam. If you ve made the decision to enhance your career by earning thee Certified Internal Auditor (CIA ) designation, the Lehigh Valley 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 designedd 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 entiree 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-basedd CIA exam. Online reports to track your progress and performance.

10 Page 10 Lehigh Valley IIA Newsletter Tools Membership Updates The IIA offers numerous benefits for members: You can check your information on line, right now! All you need is your ID and password. The link is: Please note: E mail and address changes will not be updated for Chapter purposes unless you have updated with the IIA. The Chapter is unable to update this information for you. Members-only rates on conferences, seminars, and executive development through Vision University can save you hundreds of dollars. IIA Lehigh Valley Chapter website: Officers and Board of Governors Exclusive monthly Members-only Webinars are part of your core membership benefits and provide you with CPE units without ever leaving your desk or paying additional fees OFFICERS President Bill Lees william.lees@olympus.com Vice President Bonnie Casella bonnie.casella@bakertilly.com Treasurer Tracy Wilson tlwilson@pplweb.com Secretary Tony Sabino asabino@northamptoncounty.org Members-only rates for other specialty webinars and selfstudy courses provide easy access to advance your knowledge from the convenience of your own desktop. BOARD OF GOVERNORS Jodi Hartzell Marianne Marks Darin Lueders Stephan Bonnet Jim Mahoney Mark Yoder Doreen Wynn John Falk Harmony Smith Todd Havens Jason Slabikosky Jocelyn Theobold For information regarding the newsletter, please contact Jodi Hartzell, ext. 2281, jhartzell@hab-inc.com

Dear Friends, Sincerely, Jeffrey Draluck Manager, Community Relations

Dear Friends, Sincerely, Jeffrey Draluck Manager, Community Relations Dear Friends, Throughout the past ten seasons, the have had the opportunity to work with hundreds of amazing organizations within the Greater Lehigh Valley. While continuing to strengthen these relationships,