Member Benefits for Training and Events
- 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.
Chief Audit Executive Panel
Vice President of Global Audit, American Eagle Outfitters
General Auditor, PNC Financial Services
Director of Internal Audit, Calgon Carbon Corporation
Director of Internal Audit, UPMC
Please join us for a panel event featuring Chief Audit Executives from the Pittsburgh Region!
The panelists will discuss hot topics, risk management and challenges currently facing the Internal Audit field.
Do not miss the opportunity to hear from these individuals!
Cost: Members - $25; Non-members - $35
Date: March 27, 2017
Location: Rivers Club
Registration: 11:00 - 11:15
Presentation: 12:00 - 1:30
THE IIA PRESENTS: DATA ANALYTICS MADE EASIER
Cost: $60 Members (**); Non-members $125
Date: April 3, 2017
Location: Regional Learning Center, Cranberry
Registration and breakfast: 7:30-8:00
Presentation: 8:00 – 11:30
CPE: 4 hours
** As April is our anniversary month, the Pittsburgh Chapter was first chartered in April 1945, we are offering this CPE at a discount to all IIA members.
Participants with an overview of audit and fraud analytics – from the simple to the complex – from Microsoft Excel to ACL and Python. Participants will also gain an understanding of the following:
- the “analytic continuum” or how auditors can add value with simple tools and then progressively move on to the more complex;
- methodologies regarding how to attack analytic projects;
- bottlenecks such as how to obtain and prepare data for analytic use; and
- “the art of the possible” or what could be done without resource limitations.
Head of Global Internal Audit
David has been the Head of Global Internal Audit at Mylan since April 2010. For 18 of the past 21 years, David has worked in compliance, audit or control functions in the oil and gas, automotive, manufacturing and pharmaceutical industries. Prior employers include Ford Motor Company, Delphi Automotive (the former General Motors parts subsidiary) and Koch Industries (the largest privately-held company in the USA).
David is a lawyer, a Certified Internal Auditor (CIA), a Certified Information System Auditor (CISA), and a Six Sigma Green Belt. David holds a J.D. and M.B.A. from Washburn University and a B.A. from Southern Utah University. In addition to English, David is fluent in Spanish.
Manager, Audit Analytics
Garrett began his career as an IT auditor with Pricewaterhouse Coopers before moving to Highmark Health to start their data analytics practice. While at Highmark, Garrett piloted their AP and Payroll analytics, as well as, automating ITGC testing covering over 25 applications and providing support for several on-going audits by CMS. In 2016, Garrett pursued an opportunity at Mylan to help grow their existing data analytics practice. Since joining Mylan, Garrett has grown and enhanced their on-going time and expense testing and piloted their accounts payable analytics, while supporting several audits by performing data analytics around sales, disbursements and journal entries. Garrett has expertise in several programming languages and visualization softwares, including SQL, ACL and Tableau.
Senior Manager, Visualization and Self-Service Hub
Andy is a passionate individual who found his calling in a data science related work, particularly self-service analytics and data visualization. Andy began his career as an auditor with Ernst & Young, becoming a CPA and then taking a job with a young Internal Audit department at Mylan. That job brought lots opportunity to learn a company from the inside out. In 2015, Andy found a niche in the Internal Audit department that helped satisfy passion for the data sciences. Specifically, taking on the job of building an Audit Analytics program, focusing on expanding Internal Audit's techniques and expertise to audit more effectively and efficiently, as well as to help prevent and detect fraud within the enterprise. In 2016, Andy joined Mylan's newly created Enterprise Data & Strategic Analytics department, focusing on enabling and fostering self-service analytics across the enterprise.
Internal Audit Team Leader
Jayson joined Arconic (formerly Alcoa Inc.) Internal Audit in 2015 as a Team Leader focusing on Data Analytics. Since then he has developed a suite of Data Analytic tools using Microsoft Excel and Visual Basic for Applications (VBA). Focus areas include: Forecast Accuracy, Manual Journal Entries, Travel & Entertainment, Fixed Capital, Human Resources, and Procurement. Joining Arconic in 2009, Jayson led functions in Corporate Accounts Payables and Central Purchasing. Jayson holds a Bachelor of Science in Management/Accounting from The University of Pittsburgh at Greensburg and a Masters of Business Administration from Duquesne University.
Your registration includes continental breakfast and snacks.
Seating is limited to 70, so please register early to reserve your spot!
POLICY: Due to commitments made with the venue for this event, we
are unable to offer any refunds once registration is complete. However,
if unable to attend, you may send an alternate in your place for no additional
cost. Please contact Jaimie Scialdone at firstname.lastname@example.org with any questions, or if someone else will be attending in your place.
4/17/2017 - 4/18/2017
Attention ACL Users!
We are excited to announce that this year’s
ACL training – Beginning/Intermediate ACL Concepts – will be
held on April 17th & 18th
Participants of this course will be eligible for 16 hours of CPE. Additional details can be found below, including the course agenda and a
link to register. Space is limited, so
act quickly to secure your spot!
We hope to see you there!
Beginning/Intermediate ACL Concepts
Presented by Michael P. Keiffer, CPA, CIA, CISA, ACDA
April 17th & 18th | 8:00 AM – 4:00 PM
At the conclusion of this course,
participants will be able to explain the basics of data concepts, will
understand and know basic ACL terminology and will be able to maneuver and
operate the ACL User Interface.
Participants will know the 3 stages of data
access and participants will be able to create and define ACL table layouts for
Excel spreadsheets, flat files, delimited text files, report image files, and
Access tables. Participants will also be able to understand of to how use an
ODBC connection to access source data files.
Participants will know and understand how to
build expressions such as filters and computed fields in order to test their
ACL table layouts for their specific test objectives. Participants will also be
about run the different ACL data analysis commands such as Classify, Summarize,
Stratify, Age Extract, and Export. Participants will also be to combine ACL
tables together by using commands such as Extract with the Append Option, Join
and Relations. Participants will be able
to create basic reports using the ACL software in order to report on the results
of the different tests that were conducted with the ACL software.
Apply specific best practices when it comes
to writing and building scripts. The appropriate use and rules of ACL command
syntax will also be covered in the scripts.
Troubleshoot scripts and how to debug scripts for potential syntax
errors. Perform data harmonization on
address fields in a script, prior to running a duplicates test.
*Don’t see a specific topic you were hoping to be covered in
this course? Please contact us to see if
it can be incorporated!
Monday, April 17th
Registration 8:00 – 8:30 AM
AM – 4:00 PM
Tuesday, April 18th
AM – 4:00 PM
The Rivers Club
One Oxford Center
301 Grant Street
Pittsburgh, PA 15219
IMPORTANT NOTICE REGARDING SYSTEM REQUIREMENTS: Each participant must bring a laptop with an active ACL license, installed locally for use throughout the course. ACL Analytics / ACL for Windows version 11.1 or higher will be required to fully participate in the training due to the use of specific functions that were first introduced in this version (11.1). Course materials will be provided via USB drive. Please contact THudson@federatedinv.com by April 1 if there are hardware restrictions that will not allow the use of an external USB data source. Any required alternate arrangements must be made prior to the beginning of the course.
IIA Members – $550
Non-Members – $650
course materials, breakfast, lunch & breaks!
The Institute of Internal Auditors (IIA), Schneider Downs and Association of Certified Fraud Examiners (ACFE) are excited to present:
The 5th Annual
FRAUD and corruption awareness SEMINAR
Tuesday May 23, 2017
** Click here for the Event Flyer**
How Did One Man Lose $50 Billion? The Signs, the Red Flags & How To Make Sure it Never Happens
Harry Markopolos, Madoff Whistleblower
Fraud in Allegheny County
Stephen A. Zappala, Jr., Allegheny County District Attorney
Interviewing Prospective Witnesses and Evaluating Deception
James D. Ratley, President, Association of Certified Fraud Examiners (ACFE)
Protecting Your Organization From the Front Page
James D. Yard & Donald R. Owens, Schneider Downs Shareholders
Registration 7:30 - 8:30
Morning Program 8:30 - Noon
Lunch Noon - 1:00
Afternoon Program 1:00 - 4:30
Networking Reception * 4:30 - 6:00
* sponsored by Schneider Downs & Co.
Doubletree by Hilton (Greentree)
500 Mansfield Avenue
Pittsburgh, PA 15205
CPE Available: 7 Hours [Category: Specialized Knowledge & Applications; all 7 hours qualify as Fraud for CFEs]
Pricing: $200 Members and $250 Non-Members. Early bird discount of $25 if you register before 3/31/2017!
Group Discount: For every 9 registrants from a company, the 10th participant is free! All registrations must be completed together using the discount code "GROUP." Please email Nicole Saldamarco at email@example.com with any questions regarding group discounts.
Discounted Member Pricing: Members of IIA, ACFE and ISACA are eligible for discounted member pricing. Additionally, clients of Schneider Downs will receive member discounts.
Cancellation Policy: Due to commitments made with the venue for this event, we are unable to offer any refunds once registration is complete. However, if unable to attend, you may send an alternate in your place for no additional cost. Simply navigate to the event URL, select modify registration, enter the original email address/reference number, and make your changes. While in your registration record, you can print/email, or PDF you invoice and receipt. Please contact Nicole Saldamarco at firstname.lastname@example.org with any questions.
Bernie Madoff Whistleblower
Harry Markopolos will provide a riveting, behind the scenes presentation on how his four-person investigative team tracked Madoff and the Madoff Feeder Funds throughout Europe and North America over an eight and a half year timeframe – while repeatedly submitting detailed reports to the US SEC, which refused to listen. He will explain the red flags, warning signs, and the audit steps you need to know so this doesn’t happen to your organization.
Since 2004, Mr. Markopolos has been a self-employed fraud investigator. He is also a member of the Boston Chapter of the Institute of Internal Auditors as well as the Chartered Financial Analysts Institute. In 2010, he published No One Would Listen: A True Financial Thriller.
STEPHEN A. ZAPPALA, JR.
Allegheny County District Attorney
Allegheny County District Attorney Stephen Zappala will provide an overview of his office, focusing on the areas that investigate fraud. He will provide input on how fraud investigators and internal auditors can best interact/assist the DA’s office with fraud investigations. His presentation will also cover the types of fraud that are prevalent in Allegheny County at this time.
Mr. Zappala has served as District Attorney of Allegheny County since 1998, overseeing approximately 300,000 indictments during his tenure. He has used his time as District Attorney to effectuate significant changes in the operation of the office including the creation of dedicated prosecution units focusing on such crimes as child abuse, domestic violence, auto theft, insurance fraud, and most recently, a dedicated unit to help the victims of elder abuse.
JAMES D. RATLEY, CFE
President, Association of Certified Fraud Examiners (ACFE)
You cannot prepare enough for your interviews. The psychology of deception is very complex and often manifests itself through verbal and non-verbal cues. Learn why observation is critical during the entire investigation but more so during the interviewing process. You will see how the various environmental and psychological factors can enter into the simplest of interviews and also learn that developing the right questions in the right sequence can produce very beneficial results.
In 2006, Mr. Ratley was named President of the ACFE, and in 2011, he was also named CEO. In this role, he works to promote the ACFE to the public and other professional organizations and continues to assist in the development of anti-fraud products and services to meet the needs of the ACFE’s members. Mr. Ratley was named One of the Top 100 Most Influential People in Accounting by Accounting Today in 2012, 2013 and 2014. He also serves as an adjunct professor at the University of Texas where he teaches a masters-level fraud examination course in the McCombs School of Business (Accounting Department).
JAMES B. YARD, CPA, CIA, CISA
Shareholder, Schneider Downs & Company
DONALD R. OWENS, CPA, CITP, CIA, CFF, CBA, CFSA, CRMA
Shareholder, Schneider Downs & Company
Scandals get quick media attention - especially fraud, bribery and corruption. Financial, Risk Management, Information Technology and Internal Audit professionals play a vital role in assessing and strengthening the control environment of their respective organizations to mitigate such threats. During this session James and Donald will explore how the roles of each, whether operating autonomously or integrated, are key in reducing, if not eliminating, the opportunity to commit such acts. It’s easy to play Monday-morning quarterback on recent and past headlines that were exposed by the press; however, in this session, we will take a deeper look into the headlines that never captured media attention, the reasons why they didn’t, and practical approaches you can take to protect your organization.
Jim Yard is a shareholder and serves as the practice leader for Schneider Downs’s Risk Advisory Services Department. Jim specializes in providing risk management, internal audit, Sarbanes-Oxley, business process optimization and internal control consulting services. During the past 22 years, 19 of those in internal audit and risk management, Jim has directed the internal audit and governance aspects for several large public and private companies.
Don Owens is the shareholder of Schneider Downs’ Risk Advisory Services practice. His career spans more than 30 years in the profession. Don delivers SSAE 16 and SOC examinations, internal audit, Sarbanes-Oxley, forensic and other relevant risk advisory services (enterprise-wide risk and fraud risk assessments, process improvement reviews, etc.) to clients including government, nonprofit, public and private entities.
here for a PRINTABLE FAQ SHEET**
2017 IIA & ISACA - Pittsburgh Chapter
Annual Golf Outing
As we wrap up another great year of chapter programming, please join us for one of our favorite annual social events. We hope to see you on June 5th for a day of golf, prizes and fun! The outing follows a four-person scramble format. Participants may register as individual participants (we'll pair you up!) or teams of two, three or four.
**We are also seeking prize donations and/or sponsors for holes or contests during the event. See below for contact information if your company may be interested. You will also have the option to add these items on to your order during the registration process.
Where: Cranberry Highlands Golf Course, Cranberry Township, PA
When: Monday, June 5, 2017
Cost: $125 per person (9:00 a.m. Shotgun Start)
(Green fees-18 holes, cart, breakfast, dinner reception, beverages, range balls, door prize)
The golf outing includes an 18 hole round of golf, prizes for closest to the pin and longest drive, door prizes and much more! The round of golf will be a scramble format with a shotgun start.
Breakfast/Registration – 8:00 – 8:45
Golf – 9:00 – 2:30
Dinner/Prizes – approx. 3:00
Continental Breakfast and Dinner included.
Cranberry Highlands is located in the Northwest Quadrant of Cranberry Township. From Route 19 turn west onto Rochester Road, about one mile north of Route 228. Follow Rochester for about two miles to Powell Road. Turn right on Powell, which becomes Freshcorn Road after about two miles. Follow Freshcorn about one-half mile until you come to the Cranberry Highlands Clubhouse entrance. Turn left at the Clubhouse and follow signs to the parking lot. You may also visit www.cranberryhighlands.com for more information.
Companies are encouraged to donate prizes or sponsor holes or contests (we are flexible). The more companies donate or sponsor, the better the golf outing! We need your help to make this another great year! Simply select the prize or sponsorship options when you complete your registration, or contact Jaye Wilson or Eric Davis at email@example.com or firstname.lastname@example.org for more information.
Course Information and Rules
Dress Code: Golfers are required to wear appropriate golf attire. Tank tops, tee shirts, blue jeans, athletic pants and swim wear are not permitted. Metal spikes are not permitted on the golf course or in the clubhouse.
Etiquette: All golfers are expected repair ball marks, replace divots and rake sand bunkers as well as following cart rules and golf course staff instructions. Pace of play will be closely monitored. Respect for the golf course and fellow golfers is required.