Navigate Up



 Chicago Chapter Training - Quality Assurance Reviews

5/20/2013 8:00 AM
5/20/2013 12:00 PM
Gleacher Center, 450 North City front Plaza Drive, Chicago, IL |  


Quality Assurance Review Seminar – May 20, 2013
Panel discussion represented by individuals from various industries relating experiences and lessons learned from work with Quality Assurance Reviews (QARs). Information on the newly published QAR guidance will be summarized. Examples and supplementary materials will be provided.
Panel discussion to include:
Shel Pais, Manager, Blue Cross/Blue Shield Association.
Shel has been with the Blue Cross and Blue Shield Association (BCBSA) in Internal Audit for over fifteen years.  He brought more than twenty years experience in finance, administration, treasury, and external reporting in the consumer products, nuclear power consulting, and health care industries to BCBSA.  His Quality Assurance Review (QAR) experience includes an Accreditation in Internal Quality Assessment/Validation from the IIA, and the Team Leader on six QARs at five Blue Cross Blue Shield Plans. 

John Covell, Manager, Templer Charters Consulting.
John is the Managing Director of a firm that advises on risk management and internal audit support and effectiveness principally in the real estate industry. Prior to his present position John was Vice President of Corporate Audit at General Growth Properties, Inc. (GGP) where he led a team of eighteen professionals who conducted a program of value-added operational, financial, Sox, information technology, and construction audits throughout the Company. He also implemented an ERM program at GGP using the ISO 31000 model. John has been active with the Chicago Chapter of the Institute of Internal Auditors since 1993.  He is a past President of the Chapter and continues to serve as a Chapter Governor.  
Philip Bertam, Founder of Bertram & Associates.
Phil is the founding principal of Bertram & Associates LLC, a specialized consultancy established in 2011 that focuses on providing internal audit leadership and risk management expertise to mid-cap and larger companies that want to enhance their management of risk and governance. During his 30+ year career, Bertram served as a Vice President, Internal Audit and ERM Champion at SPSS, Inc. (now part of IBM) and a Director, Internal Audit for two major organizations:  Komatsu America Corp. and NFC International Holdings, Inc.  Prior to that, he held positions of increasing responsibility at American Brands, Inc., AAR Corp., FMC Corporation and Deloitte. He actively participates in activities of the Institute of Internal Auditors, having held leadership roles as an IIA Regional Director and District Director.
Betty McPhilimy, Office for Audit and Advisory Services for Northwestern University.
Betty is Associate Vice President, Office for Audit and Advisory Services for Northwestern University.  Betty has directed the internal audit function for the past 25 years; providing independent and objective assurance and consulting services with respect to evaluating risk management, control, and governance processes. In this role she has been instrumental in providing value added Advisory Services; such as facilitating the University’s Enterprise Risk Management initiative, chairing the University Compliance Committee and the Risk Steering Committee. Before joining Northwestern, Betty served in internal audit roles at DeVry Inc, Bell & Howell, International Harvester, and Pullman Incorporated.   She started her career in public accounting in the Chicago office of Ernst & Young. For nearly 30 years, Betty has been an active member of The Institute of Internal Auditors, on the local level serving on the Chicago Chapter’s Board of Governors in various committee roles, including that of Chapter President.
Kristen Kelly, Associate Director, Protiviti.  
Kristen has 16 years of combined experience in external audit, internal audit, and internal controls compliance, focused on helping companies understand and improve their internal control structure. Kristen also spent 18 months on rotation in Protiviti’s London office. She has led several Quality Assurance Reviews of Global 500 companies’ Internal Audit functions.
Arlynn Woodley, Senior Audit Manager, The Northern Trust Company.  Bio available at seminar.
Learning Objectives:
·       Review of current quality assurance practices
·       Presentation of suggested changes as outlined in new IIA Practice Guidance on QAR
·       Practical discussion of approaches to QAR in various industry settings
·       Lessons learned and suggestions for future approaches