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​Member Benefits for Training and Events

The IIA offers numerous benefits for members:
  • Members-only rates on conferences, seminars, and executive development through Vision University can save you hundreds of dollars.
  • 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.
  • Members-only rates for other specialty webinars and self-study courses provide easy access to advance your knowledge from the convenience of your own desktop.
 
 
 
 Upcoming Events
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12/3/2018

Please join us for the Financial Services Auditor’s Roundtable.  If you haven’t joined us before, this is an open forum where you can ask other Financial Services auditors questions and bounce ideas off the group.     If you have agenda items, please email those ahead  to Debbie.Varga@pensco.com.   Up to 1.5 CPE may be earned.  The Financial Services Roundtable is a free event.


12/12/2018

Total Quality Auditing

Presented by: Amanda "Jo" Erven, CPA, CIA, CFE


Amanda “Jo” Erven, CPA, CIA, CFE, has 15 years of experience in external audit, internal audit, and various accounting and teaching roles. She started her career in Public Accounting at one of the Big Four firms, experienced a traditional accounting role at a multinational oil & gas corporation, and directed an Internal Audit function at an international financial services Company, prior to her journey as a consultant, educator, and speaker. She is the Founder and President of Audit. Consulting. Education. LLC.

Jo’s internal audit experience includes advising management on a multitude of strategic initiatives, while providing ongoing recommendations for process and control improvements. She has designed SOX and other compliance programs, implemented audit management software suites, and has managed financial, operational and compliance audits for a multitude of business lines, including oil & gas, truck transportation, insurance, retirement, investments, healthcare, and government. She has extensive risk assessment experience and focuses her efforts on what is critical for organizational success.

Jo pushes the envelope of traditional internal auditing; she believes audit should no longer be “reactive” and should focus on “proactive,” value-add activities, melding quality into the organization. Her trademarked “Total Quality Auditing” or “TQA” approach has helped organizations, globally, succeed. Personally, Jo is known for her proactive nature as well. After finding out she was positive for the breast cancer gene mutation (BRCA1) in 2015, Jo underwent multiple preventative surgeries, including a double mastectomy in 2016. Her energy and knowledge will leave you wanting to take action in your career and personal life!


In this session, participants will learn:

1. How TQM applies to auditing; "TQA" defined and explained

2. Lessons from TQM that impact organizations and audit priorities and processes.

3. Six TQA points of focus for organization and audit excellence.

4. AND inspiration through personal experiences and motivating videos.


Schedule:
  • 7:30AM - 8:30: Registration, Breakfast, and Announcements
  • 8:30 - 5:00PM: Presentation(s)

Cost:

Denver IIA Members:
Register by November 16: $99
Register after November 16: $125

Non-members:
Register by November 16: $175
Register after November 16: $200

Breakfast and lunch will be provided.

**Credit card payments must be processed online.  Only cash and checks are accepted at the door.**

Parking:

Ample parking is provided at this venue.

Cancellation Policy:

Registrants must provide notice of non-attendance by December 9, 2018 for a refund.  Cancellations after this date will not be refunded.  No-show registrants that have a balance due will be expected to provide full payment.


1/16/2019

We are pleased to be offering this event at two locations.  Our speaker will be presenting live at the Wellshire Event Center in Denver and we will be live streaming the session at the Foxhill Club in Longmont.  You will have an opportunity to select your preferred location when you register. 

Topic:  DATA VISUALIZATION FOR MANAGEMENT REPORTING

Visualizing data is critical for decision-making. Most of us have a difficult time understanding and drawing accurate conclusions from raw data. Being able to summarize data into a visually friendly and easily understandable format is vital for all organizations and especially for senior management. Good data reporting allows us to extrapolate trends, patterns and potential challenges easily and effectively. In this Data Visualization for Management Reporting course, we will explore the basic concepts and important considerations when developing reporting templates, discuss various reporting examples and how to avoid common distractions. This is an interactive course with open discussion and participation from the audience is desired. 

Speaker: CHRISTOPHER "TOPHER" CARO

Topher is a Compliance Manager in the Wells Fargo Commercial Banking group responsible for the audit, exam and issue management programs. He is a Certified Internal Auditor, a Certified Financial Services Auditor and a Certified Regulatory Compliance Manager with the American Bankers Association. Topher started his career as a Bank Examiner with the OCC, worked as a Compliance Manager at Charles Schwab and has held several different roles at Wells Fargo including an Auditor in Charge role in internal audit and a compliance role in the International and Wholesale Solutions group. Senior management reporting has been one of Topher’s critical responsibilities throughout his career. Schedule:Topher is a Compliance Manager in the Wells Fargo Commercial Banking group responsible for the audit, exam and issue management programs. He is a Certified Internal Auditor, a Certified Financial Services Auditor and a Certified Regulatory Compliance Manager with the American Bankers Association. Topher started his career as a Bank Examiner with the OCC, worked as a Compliance Manager at Charles Schwab and has held several different roles at Wells Fargo including an Auditor in Charge role in internal audit and a compliance role in the International and Wholesale Solutions group. Senior management reporting has been one of Topher’s critical responsibilities throughout his career.

Cost:

  • Denver Chapter Member: $35
  • Non-member: $40
  • Student/Faculty: $5
  • Retiree: $15

**Breakfast will be provided**

Parking:

Ample parking is provided at this venue.

Cancellation:

Registrants must provide notice of non-attendance by January 14, 2019 for a full refund.  Cancellations after this date will not be refunded.  No-show registrants that have a balance due will be expected to provide full payment.



2/6/2019





Mark your calendar for our annual Leadership Conference. This is one of the chapter's signature events, and we are thrilled to host it at the Downtown Denver Aquarium this year! Not only will you receive great training, but you'll have a chance to enjoy the animals with a free ticket to the aquarium

This all day conference will be packed with topics relevant to current Leaders, soon-to-be Leaders, and future Leaders.  Presentations include a comedic presentation on how to de-stress, getting out of drama in the workplace, the all-important ethics presentation, and more.  Review the entire agenda and speakers on the next few tabs. 


Additionally, participants will enjoy a full breakfast buffet, lunch buffet, and free cocktail hour in the beautiful aquarium bar. 

This year is all about giving back to our members and we're staying true to that with hugely discounted rates. Check out our rates below. 

Denver Chapter Member
Early registration (through December 1st) - $175 only $99  
Regular registration (after December 1st) - $200 only $125 

Non-member
Early registration (through December 1st) - $225 only $175
Regular registration (after December 1st) - $250 only $200

 


Mark your calendars, or better yet, register now.
We look forward to seeing you there!!!!