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IIA | Tulsa Chapter Newsletter
THE WORKPAPERS
A thought leader is an individual or firm that is rec-ognized as an authority in a specialized field and whose expertise is sought and often rewarded. Tul-sa Chapter’s Board of Governors believed encour-aging our members to become thought leaders was an important goal for our chapter this year. As Pres-ident, it was my duty to define what achieving this
goal would look like.
Why is thought leadership important? There are two key concepts from the IIA that are reflected in thought leadership: Progress through Sharing and Trusted Advisor. Sharing your innovative ideas helps establish you as a thought leader by providing other auditors the tools needed to im-prove quality and efficiency. I often wonder how other auditors execute techniques critical to successful auditing and would love the opportunity to hear from our fellow chapter members. Additionally, being recognized as a thought leader builds trust in the advice you provide to your audi-tees. Can you imagine handing your audit committee an article you had written published in Internal Auditor magazine that explains a technique you are using?
• Some key ways to build your reputation as a thought leader include:
• Publishing an article in a professional journal
• Formal presentations on audit topics
• Broadcasting on Audit TV
• Participating on a Quality Assurance Review team
• Participating on committees at the national or international level
I am pleased to report we have members who have done all of the above, both in the current chapter year and past years. If you are inter-ested in learning more about becoming a thought leader using the means listed above, please contact me and I will be happy to share more information.
~Cathy, Chapter President
April 2018
Did you know you can find your local chapter of the IIA on social media? Find us on Facebook by searching for
“IIA Tulsa Chapter” and request to join today. We are also on LinkedIn. Search for “The Institute of Internal Au-
ditors - Tulsa Chapter” and request to join. Also, follow @TheIIA on Twitter today to get updated information
and connect with colleagues across the nation!
If you have a submission or idea for an upcoming newsletter, please submit your ideas to the Newsletter Chair, Shannon Lofthus at:
In This Issue
• President’s Message
• General Meeting
Announcement
• IIA News & Highlights
• Members-Only
Webinars
• Employment
Opportunities
• Spring Seminar
• 2018-2019 Officer
Slate
• Spring Social
• Calendar of Events
• Tulsa Chapter 2017-
2018 Officers, Commit-
tee Chairs, and
Governors
Message
2017-2018 President
Connected
Announcement Topic:
Lease Accounting: An Overview of
ASC 842 vs ASC 840 and Transi-
tion Highlights
Where:
Tulsa Country Club
701 N. Union Ave.,
Tulsa, OK 74127
(Refer to map on page 3)
When:
Thursday, April 12, 2018
Agenda:
Registration: 11:30 AM
Lunch & Speakers: Noon
Reservation Deadline:
Tuesday, April 10, 2018
Prices: Credit Card or Check
Members: $25
Guests: $30
Students: FREE
Retired/Unemployed: $12
Menu (buffet-style):
Pot roast, gluten-free entrée
(chef’s choice), vegetable medley,
roasted red potatoes, green salad,
bread, fresh fruit and an assort-
ment of desserts
Registration Contact:
Register Online HERE!
Questions? Contact Sheena Kafer
or Julie Mills at julie.mills@stinnett-
associates.com
Note: General meetings are
held the 2nd Thursday of the
month, unless otherwise noted.
To register for the April Tulsa IIA meeting, please visit: http://
www.eiseverywhere.com/329495 and submit your registration online. You may
also use the same link to cancel a reservation.
All cancellations of reservations must be made before noon on the day before
the meeting. Unfulfilled reservations will be billed as the IIA is billed at the
reservation rate, not attendance.
Lease Accounting: An Overview of ASC 842 vs ASC 840 and Transition Highlights Presented by Shirlene Thompson, Senior Manager, Global Lease
Center of Expertise, Global Controller’s Office at Walmart, Inc.
Shirlene Thompson is a Senior Manager,
Global Lease Center of Expertise in the
Global Controller’s Office at Walmart
Inc. In her role, she provides guidance to
Walmart’s business segments on technical
accounting matters relating to leases.
Shirlene is also responsible for various
work streams in Walmart’s overall adop-
tion of the new lease accounting stand-
ards and related systems implementation
including the development and delivery of ASC 842 training mod-
ules.
Shirlene launched her career at KPMG in Jamaica before coming
to the United States. Shirlene has built her skills at EY and
Deloitte in Cleveland, Ohio where she was a Manager in their au-
dit practices. Shirlene has Bachelor of Business Administration –
Accounting Degree from The University of Technology, Jamaica
and a Master of Science in Accountancy Degree from the Univer-
sity of Akron, Ohio. Shirlene is a Certified Public Accountant.
FROM TULSA INTERNATIONAL
AIRPORT
Take interstate 244 West and after
downtown Tulsa follow the signs
towards Sand Springs, (64/51 also
known locally as the Keystone Ex-
pressway or the Cimarron Turn-
pike). Stay in the right lane on
64/51 and exit on the Gilcrease
Museum Road and then turn right.
At the next traffic light (Edison) turn
right. Travel ½ mile and turn left on
Union Ave. Club entrance is imme-
diately on right.
FROM RIVERSIDE DRIVE
NOT recommended due to con-
struction. Travel north on River-
side until you come to Denver Ave-
nue and merge to the right. Once
on Denver, travel approximately
1.5 miles to Edison and turn left.
Travel approximately 1 mile to Un-
ion (you will pass the golf course
on the right). Turn Right on Union.
Club entrance is immediately on
right.
FROM THE BROKEN ARROW EXPRESSWAY (64/51)
Travel Westbound on 64/51. After passing through downtown Tulsa the road curves right heading
North. (Make sure you stay on 64/51) Immediately after the curve start getting in the left lane to exit
toward Sand Springs. (This is kind of a bad spot traffic wise because you have to cross three lanes of
traffic fairly quickly). After the Sand Springs exit get in the right lane and exit on Gilcrease Museum
Road and turn right. At the next traffic light (Edison) turn right Travel ½ mile and turn left on Union Ave.
Club entrance is immediately on right.
Parking N
Un
ion
Ave
W Edison St
Join us at the TULSA COUNTRY CLUB (red star below) located at 701 N. Union Ave., Tulsa, OK.
We hope that you can join us as we kick off out 2017-2018 chapter year!
Directions
Chapter Achievement Program (CAP) The Chapter Achievement Program (CAP) is an achievement/recognition program for chapters in North America
that uses points /credits to recognize chapter activities that align with the North American Strategic Plan in three
service categories: Service to Members, Service to the Profession, and Chapter Reporting. There are many
things members can contribute to helping the chapter earn points.
Members and member companies who participate or perform the following activities can earn points for our
Chapter:
• Speaking engagements inside or outside your organization
• Receive a Quality Assessment for your audit shop
• Participate in a QAR quality review team (IIA and non-IIA sponsored)
• Published articles
• Junior Achievement Volunteer hours
• …and many more programs.
If you have participated in any of these programs, please contact Cathy Criswell or any club officer to earn
achievement points for the chapter and continue our tradition of excellence.
New Ethics Requirement
Beginning in 2018, IIA-certified individuals are required to earn 2 of their CPE/CPD credits in
Ethics. To help meet this requirement, the IIA offers Ethics for Internal Auditors through
OnDemand Training. Take advantage of this OnDemand course today and stay tuned to more
ethics courses offerings in 2018.
The CIA Exam is Changing in 2019 As The IIA’s premier designation for more than 40 years, the CIA sets the standard for excellence within the pro-fession. Earning the CIA is an important step toward demonstrating your core internal audit skills and knowledge. The CIA exam is changing in January 2019. Learn more.
CIA Exam Part 3: Business Knowledge for Internal CIA Exam Part 1: Essentials of Internal Auditing CIA Exam Part 2: Practice of Internal Auditing Auditing
Highlights
Chapter Website Up-dates
The new membership
portal, My IIA allows you
to customize the infor-
mation you receive from
The IIA. Select the top-
ics you are interested in,
then customize your
Preferences on how you
wish to communicate
with us. You can update
your profile at any time.
Get started now!
Have you changed em-
ployers lately or had
other contact infor-
mation changes?
Keep your IIA profile up-
to-date by logging onto
the IIA website:
https://
chapters.theiia.org/tulsa/
Click on the “Update
Your Profile” link in the
upper left corner of the
page. Your IIA profile
provides us with cur-rent
information to keep you
informed and involved.
Don’t forget to make
sure your communica-
tion preferences are up-
to-date so that you don’t
miss any Chapter news!
If your company has job openings and would like to publish on our IIA Chapter Careers
webpage, please send information to Shannon Lofthus (shannon.lofthus@stinnett-
associates.com).
Please include the following on a single page:
Company logo, brief position description, qualifications and responsibilities, and contact in-
formation
Company Position
1. BOK Financial Internal Audit Data Analyst
2. Cherokee Nation Businesses Auditor I-V
3. City of Tulsa **Internal Audit Manager
4. OSU/A&M Board of Regents Senior Auditor
5. Stinnett & Associates Senior Manager
6. Stinnett & Associates Senior Associate
7. Stinnett & Associates IT Auditor
8. The Williams Companies **Auditor III
** Denotes new position listing since last newsletter.
Opportunities
Turning Ethical Challenges into Strategic Opportunities April 17, 2018 | 1:00-2:00 p.m. ET | 1 CPE
This presentation explores both ethical challenges in the contemporary business
environment and the strategic opportunities created by corporate social responsi-
bility. By conducting a stakeholder analysis, applying ethical principles, and con-
sidering alternatives, we will attempt to answer the question “Can business do
good and also do well?” tools. Learn more here.
After this webinar, attendees will be able to:
• Determine best practice methods used to identify, describe, and explain vari-
ous ethical issues faced by organizations today.
• Develop a decision-making framework for critical thinking and analysis to
make ethically defensible decisions.
• Define corporate social responsibility for your organization and its competitive
advantage in the context of shareholder value.
• Apply various tools to help guide business affairs effectively and ethically.
Webinars
Raven is a globally recognized speaker and instruc-tor in risk management and internal audit. She pos-sesses over 20 years of diverse internal audit expe-rience and risk management, and 16 years of in-structing and facilitating a variety of courses. With this diverse experience, she “helps professionals add dimensions to help them grow for a successful future©”.
She developed and redesigned the auditing infra-structure for internal audit functions, including de-veloping internal audit policies and procedures, implementing audit software, designing reporting and time management templates, designing audit committee packages, and implementing databases to report and track progress of audit concerns. Ra-ven embraces the definition of internal auditing as a value-added service and operations owners have welcomed the “fresh approach” to internal au-diting.
Raven is the proud mother of a seven-year-old an-gel, CC, and an adorable Maltese puppy, Pepper Sugar Spice. They both typically travel with her on training assignments. In her spare time, she enjoys cooking, island hopping & world traveling, tapping into her inner child at amusement parks (especially Disney World), and spending quality time with her family!
Tulsa IIA Presents:
Questions? Contact Matthew Barth at [email protected]
• Learn how to define and explain operational au-diting and its benefits
• Learn to use tools and techniques to improve performance audit effectiveness
• Learn to focus audit efforts on future activities and risks
• Lean how to develop, analyze and audit perfor-mance measures
• Learn how to team with management to add value to the organization
• Learn how to create an implementation plan for a data analytics program
• Learn how to identify and obtain data for analy-sis
• Learn how to assess your department’s analytics maturity
Monday, April 9—Tuesday, April 10 8:30am - 4:30pm Tulsa Wyndham Hotel 10918 E 41st St, Tulsa, OK 74146 Individual Rate: $500 Group Rate (4 or more): $375/person Breakfast and Lunch will be catered by the Wynd-
ham Hotel.
CPE: 16 Hours
https://www.eiseverywhere.com/311518
Raven Catlin CIA, CPA, CFSA, CRMA
Officer Slate 2018-2019
Presenting the Officer nomination slate for the 2018-2019 IIA Tulsa Chapter Year! The 2018-2019
Officer Slate will be voted in to kick off our April General Meeting. Please join us in welcoming our
new leadership officers and governors!
President
Matthew Barth is the Vice President and Director of Internal Audit at American Heritage Bank in Sapulpa, Ok-
lahoma. Prior to joining American Heritage Bank, Matthew has worked as an auditor at Dollar Thrifty, Verizon,
F&M Bank, and Prosperity Bank. He holds a Bachelor degree in Business Administration from Northeastern
State University and is Certified Internal Auditor (CIA). Mathew has previously served as the 1st VP, Treasur-
er, Secretary, and Webmaster for the Tulsa Chapter IIA. In his free time, Matthew enjoys spending time with
his wife Ashley and his 3 rescue dogs Xena, Leia, and Ozzy.
1st VP
Robyn Cannon, CICA, serves as the current IIA Tulsa Chapter Hospitality Chair, Secretary and most
recently, Treasurer. Robyn is a Vice President/Internal Audit Project Manager at Prosperity Bank. Prior to
joining Prosperity, Robyn worked as an auditor with F&M Bank, Dollar Thrifty Auto Group, Vanguard Car
Rental and in TransFund operations at Bank of Oklahoma. She graduated from the University of Tulsa
with a Bachelor degree in Business Administration. Robyn is married to Larry and has one daughter,
Whitney and two fur babies, Kate and Jill.
2nd VP
Sarah Kuhn began her career in 2003 at Dollar Thrifty Automotive Group as an audit intern, while pursu-
ing her Bachelors of Science in Business Administration - Accounting. During her time there, she was
recognized as the headquarters’ employee of the month for identifying a significant cost savings and rose
to the position of senior auditor before joining ConocoPhillips in the fall of 2006. At ConocoPhillips, she
currently serves as an audit consultant in the assurance and advisory segment of Internal Audit. In 2008,
Sarah was honored as a Journal Record Achiever Under 40 for the state of Oklahoma. Sarah has been
an active member of the Tulsa IIA chapter for 14 years. She has served on various committees, been a speaker at the
monthly meeting, and served as a governor for 10 years.
Treasurer
Emily Marang, CIA, CRCM is an Internal Audit Senior with BOK Financial. She holds Bachelor's Degrees in
both Accounting and Finance from the University of Central Oklahoma, is a Certified Internal Auditor (CIA),
Certified Regulatory Compliance Manager (CRCM), and is working towards a Financial Risk Manager (FRM)
certification. Emily has served on the Academic Relations Committee for the Tulsa Chapter IIA for the two pre-
vious years. In her free time, Emily enjoys spending time with her husband Chris and their two children playing
soccer and going on jeep adventures.
Secretary
Tolu Ogunseye is an Internal auditor at ONEOK, Inc. Prior to joining ONEOK, she was an auditor at Deloitte.
She graduated with a Bachelor’s degree in Accounting and Finance from University of Essex, UK. She serves
as a member of ONEOK Women’s Resource Group Steering Committee, treasurer of Tulsa’s Information Sys-
tems Audit and Control Association (ISACA) and previously served as community relations chair for IIA Tulsa.
She enjoys sharing fashion tips and playing tennis with her husband, Tor.
Governors (terms expiring May 2021)
Terry Cloud, CIA, CFE, is an active member of the Tulsa Chapter of the IIA since 2002. He has been continu-
ously serving the IIA Tulsa Chapter since 2005 as the 1st Vice President, President, Board of Governor as past
president, and now as a Board of Governor. Terry is employed as an Audit Manager for Oklahoma State Uni-
versity, Board of Regents. Terry received his B.S. degree in Accounting and Business Administration from the
University of Phoenix. He is a certified internal auditor and a certified fraud examiner. Terry lives in Owasso
Oklahoma with his wife and between them have 4 grown children and four grandchildren. When not being in-
volved with his internal auditor duties, Terry enjoys spending quality time with his wife, working around the house, traveling,
is an avid motorcycle rider, loves gardening and spending time out doors with his dogs playing in the yard. Life is great!
Mo O'Connor is a CPA with more than 20 years of Internal Audit experience in the oil and gas industry. His
career has included enjoyable stays at MAPCO, CITGO, and Unit Corporation. He has directed the Unit Cor-
poration Internal Audit Department since 2001 (NYSE ticker symbol "UNT"). Mo is a life-long Oklahoma
Sooner fan, but chose Oklahoma State University to achieve his Accounting degree. Mo spends most of his
free time with his young daughter Megan, playing with Cinderella dolls, hunting, fishing, camping, four-
wheeling, exploring the woods and chasing snakes and other fun critters.
Michelle Minton, CIA, CFE, currently serves on the Board of Governors and is the current Bylaws Chair for
the Tulsa chapter. She is an Internal Audit Manager at SemGroup Corporation, where she has worked for ten
years. Prior to SemGroup, Michelle worked in various financial analysis and marketing roles at Verizon, Wil-
liams, and Texaco. Michelle received both her undergraduate degree in Marketing and Management and her
MBA from Oklahoma State University. Michelle volunteers for Junior Achievement each year, and was a Big
Sister with Big Brothers Big Sisters for over 15 years. She is also an active volunteer at Bixby Public Schools
and Asbury United Methodist Church. She and her husband Doug have two children.
Marnie Padilla has enjoyed serving the Tulsa Chapter in various roles over the years including: Governor,
2nd Vice President, Academic Relations Chair, and Newsletter Chair. Marnie was awarded the Kevin Weast
Distinguished Service Award and Auditor of the Year for 2012-2013. Marnie is an Audit Manager with Stinnett
& Associates, where she has happily worked since 2006. During her time at Stinnett, she has performed
various internal audits (operational and financial), IT audits (including ITGC), and many Sarbanes-Oxley pro-
jects. Prior to joining Stinnett, Marnie was employed with Deloitte & Touche performing compliance reviews in
the mortgage industry. Marnie graduated from Oklahoma State University with a B.S. in Business Administration and holds a
Horticulture Minor. Outside of work, Marnie enjoys going to soccer games with her son, Reese, along with spending time with
friends and family.
Governor (term expiring May 2020)
Hannah Hallock is a Senior Auditor with ConocoPhillips. Prior to joining ConocoPhillips, she worked as an
auditor with Williams Companies for 4 years. During that timeframe, she also completed a rotational pro-
gram with Ernst & Young. She graduated from Oklahoma State University with a Bachelor of Science in
Finance with an Accounting minor. Hannah is married to Patrick and has one son, Hudson, and one on the
way.
2018-2019 Governors
Events Apr. 4 Noon Last Date to Register for the Spring Seminar
Apr. 9-10 8:30-4:30 pm Spring Seminar: Operational Auditing & Data Analysis Tulsa Wyndham Hotel
Apr. 10 5:00 pm Last Date to Register for the April General Meeting
Apr. 12 11:30-1:00 pm April General Meeting: Lease Accounting: An Overview of ASC 842
vs ASC 840 and Transition Highlights
Tulsa Country Club
Apr. 15 5:00 pm Last Date to Register for the Spring Social
Apr. 17 12:00-1:00 pm Members-Only Webinar: Turning Ethical Challenges into Strategic
Opportunities
Online
May 2 11:00-1:00 pm Spring Social: Take Me Out to the Ballgame ONEOK Field
May 3 11:30-1:00 pm May General Meeting: Due to the speaker’s travel schedule, we
have moved the May meeting up to the first Thursday in May.
Tulsa Country Club
May 9-10 TBD TU 72nd Annual Conference of Accountants
*Tulsa IIA is a co-sponsor this year!
Lorton Perfor-mance Center
Please join us on
May 2nd @ ONEOK Field
Tiki Deck
To see the Tulsa Drillers take on the Arkansas Travelers
Tickets will be under each group or person’s name at the “will call” window.
Tailgate lunch is provided from 11:00am to 1:00pm.
*A full service cash bar featuring Margaritas and $5 discounted 20oz. draft beers
Gates Open/Lunch: 11:00am
Game Time: 12:05pm
All must RSVP by April 15 at
http://www.eiseverywhere.com/330678
Guests are welcome!
Come help us celebrate another successful Chapter year!
Social
Tulsa Chapter 2017 - 2018 Officers, Committee Chairs, and Governors Officers and Committee Chairs
Position Name Phone Email
President Cathy Criswell 918-596-7505 [email protected]
Advocacy Cathy Criswell 918-596-7505 [email protected]
ACL User Group Kerri Surdahl 918-661-7444 [email protected]
Bylaws Michelle Minton 918-524-8361 [email protected]
CAP/Long-Range Planning Cathy Criswell 918-596-7505 [email protected]
Certification Mark McCoin 918-236-4730 [email protected]
Chapter Specialty Centers Brittney Rice 918-728-8719 [email protected]
Research Jim Sleezer 918-853-5114 [email protected]
1st Vice President Matthew Barth 918-227-8206 [email protected]
Arrangements Robin Glade 918-921-3080 [email protected]
IIA After Hours Jami Shine 918-615-7929 [email protected]
IIA After Hours Jim Sleezer 918-853-5114 [email protected]
Newsletter/Publicity/Placement Shannon Lofthus 918-281-8453 [email protected]
Programs Matthew Barth 918-227-8206 [email protected]
Webmaster/Website Jay Crabb 918-281-8433 [email protected]
2nd Vice President Ashley Wilbert 918-246-4742 [email protected]
Admission & Membership Ashley Wilbert 918-246-4742 [email protected]
Community Relations Tolu Ogunseye 918-588-7480 [email protected]
Hospitality Robyn Cannon 918-748-4112 [email protected]
Treasurer Robyn Cannon 918-748-4112 [email protected]
Budget & Finance Robyn Cannon 918-748-4112 [email protected]
Attendance Sheena Kafer 918-574-7663 [email protected]
Attendance Julie Mills 918-281-8445 [email protected]
Secretary Abagayl Shull 918-384-6914 [email protected]
Historian Vicki Peters 918-596-7528 [email protected]
Academic Relations & Scholarship Sarah Kuhn 918-661-4590 [email protected]
Awards Kristy Hancock 918-697-3449 [email protected]
Appointed by Board of Governors
Associate Trustee Sarah Kuhn 918-661-4590 [email protected]
Audit Committee Rick Brewster 918-586-4707 [email protected]
Nominating Annie Mills 918-732-1466 [email protected]
Governors
Term Expiration Name Phone Email
May-20 Dustin Dye 918-384-6729 [email protected]
May-20 David Hurd 918-740-5740 [email protected]
May-20 Debbie King 918-732-1386 [email protected]
May-20 Sarah Kuhn 918-661-4590 [email protected]
May-19 Chris Carter 918-236-4797
May-19 Ronny Johnson 918-740-6777 [email protected]
May-19 Becky Keesling 918-921-3057 [email protected]
May-19 David Kinkaid 918-607-0405 [email protected]
May-18 Terry Cloud 918-744-2126 [email protected]
May-18 Michelle Minton 918-524-8361 [email protected]
May-18 Mo O’Connor 918-477-4447 [email protected]
May-18 Marnie Padilla 918-261-3224 [email protected]
Past Presidents
Past President 1 Jami Shine 918-615-7929 [email protected]
Past President 2 Rex Wilson 918-947-7124 [email protected]
