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Pricing:

 
 
 
 

 2014 CPE Days

Chapter Event
4/16/2014 7:30 AM
4/17/2014 5:00 PM
Davenport University, Grand Rapids | Michigan
 
The Western Michigan Chapter of the IIA presents:
  
2014 CPE Days (1 day; 8 CPE and 2 days; 16 CPE)
  
April 16 and 17
  
Davenport University, Lettinga Campus, Sneden Center
 
6191 Kraft Ave S.E. , Grand Rapids, MI
  
Pricing (registration and payment details below):  
One Day – Member $150, Non-Member $175, Student $40
Two Days – Member $275, Non-Members $325, Student $80
 
Breakfast will be served at 7:30am and Lunch will be served at 12:00pm.
 
Day 1 – ERM: Moving Up the Maturity Model
 
Enterprise Risk Management is an intellectual, scholastic exercise for some and a meaningful, value added contribution to effective strategic and operational management to others. Which side of the spectrum is your organization? This interactive session will help you benchmark your organization’s ERM maturity using several recognized maturity models.
 
Full Day Learning Objectives:
  • Understand where your organization is today?
  • Who should make key ERM decisions (risk appetite, risk tolerance, ERM policy, risk assessment strategies, risk quantification methods, ERM reporting needs/dashboard reports)?
  • How do you effectively evaluate your organization’s ERM maturity?
  • Strategies for moving through the ERM maturity stages.
 
Raven is a graduate of Virginia Commonwealth University. Before starting Raven Global Training in 2006, Raven was a Consultant for Jefferson Wells and a Senior Manager at Protiviti.  She held internal audit positions with Freddie Mac, Bank of America (formerly NationsBank), and Philip Morris. Raven is an active member of the IIA, including serving as District Representative for the Caribbean and Washington DC Metro chapters. She also served in President, Broad Member, and chairperson positions for the Northern Virginia and Charlotte chapters since 1998. Raven is a contributing author to IIA’s CIA Learning System and has been published in Internal Auditor. Raven Catlin, CPA, CIA, CFSA, CRMA is an internationally recognized expert, speaker, and consultant in Risk Management and Internal Auditing. She has over 15 years of internal audit experience and 11 years of seminar instruction and facilitation. Through her lively and interactive seminars and presentations, you will gain valuable skills, motivation, and belief systems to achieve success.
 
Breakfast will be served at 7:30am and Lunch will be served at 12:00pm.
 
Day 2 – Professional Development
 
Practical Ethics – Four Hours
CPA’s and internal auditors are faced with complex decisions on a daily basis without realizing many of them are actually ethical dilemmas.  Although values and ethical issues pervade all social studies, this course provides attendees with an opportunity to study these issues in greater depth. This course will provide attendees with a basic understanding of their ethical obligations of auditors, as well as a framework for analyzing and managing complex ethical dilemmas that may arise in practice. 
 
Learning Objectives:
  • Understand the basic definition of ethics, how to apply it and the difference between ethics and morals
  • Learn more about the ethical dilemmas we face in the workplace and how to handle them
  • Learn about four methods to resolve ethical dilemmas
 
Crucial Communications – Two Hours
Have great technical auditors that could use some help with their communication skills? Auditors who can communicate effectively are exponentially more effective than auditors who cannot. This full day course will give auditors of all levels an outline of how to optimize their communication skills.
 
Learning Objectives:
  • How to optimize confrontation
  • The importance of communication in the role of auditor
  • Effective presentation and writing skills
 
Audit Interviewing – Two Hours
Interviewing is a very important skill in the internal audit process.  To effectively communicate and ease the concerns of the auditee is as an important as an effective audit process.  This one-day course will take attendees through the entire interview process, learning best practices for each step and how to manage different personality types.
 
Learning Objectives:
  • Overview of best practices in audit interviewing, including personality types and interview preparation.
  • Learn the step-by-step audit interview process and learn best practices for each step.
  • Learn how to listen actively and read physical cues.
 
Speaker Danny M. Goldberg is the Founder of GOLDSRD, a leading provider of Staffing, Recruiting and Professional Development Services. Prior to starting GOLDSRD, Danny was a Partner at Sunera (Mr. Goldberg re-purchased his professional development practice from Sunera). Prior to joining Sunera, Danny founded SOFT GRC, an advisory services and professional development firm. Danny has over 17 years of audit experience, including five as a CAE/Audit Director at two diverse companies. Danny currently serves on the audit committee of a not-for-profit in Dallas and was previously a member the audit committee of the Dallas Independent School District. Danny also served as the Chairman of the North Texas Leadership Council of the American Lung Association and is the Dallas and Fort Worth IIA Chapter Programs Committee Co-Chairman for the 2013-2014 chapter year. Danny is accredited as the professional commentator on the publication BNA Tax and Accounting Portfolio, Internal Auditing: Fundamental Principles (Accounting Policy and Practice Series), which is authored by renowned audit scholars Curtis C. Verschoor and Mort A. Dittenhofer – co-author of Sawyer’s Internal Auditing. He is currently writing a publication on Communication: People-Centric© Skills that will be published by Wiley in 2014.
 
Registration:
To register, click the appropriate register button below or email the chapter Secretary, Daisha Ngo (Daisha.Ngo@gmail.com) with your name, company you are with, and member number (if applicable).
 
Day 1​ ​Day 2 ​Both Days
  
Payment Information:
Payment is required for attendance.  Please wait for confirmation that your registration has been received before submitting payment via one of the following methods:
  • PayPal - Credit card payments can be submitted prior to the day of the event using the payment buttons below.
  • Cash or Check - Payment can be brought to the event or mailed in advance to the Treasurer.  Please make checks payable to WMIIA.  Checks can be mailed to:
Lake Michigan Credit Union
c/o Matt Visco, Internal Audit
PO Box 2848
Grand Rapids, MI 49501
 
If you would like to be invoiced prior to an event please email an invoice request to wmiiatreasurer@gmail.com  detailing your name, all participants for whom the invoice should include, and a mailing address.  
 
Member​ Non-Member Student

One Day​

(Either the

16th or 17th)​

$150​

​$175

​$40

Both Days​ ​

$275​

​$325

​$80