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INSTITUTE OF INTERNAL AUDITORS GREATER BOSTON CHAPTER ANNUAL MEETING MAY 22, 2014

INSTITUTE OF INTERNAL AUDITORS GREATER BOSTON CHAPTER ANNUAL MEETING MAY 22, 2014. Agenda Highlights of FY 2014 Chapter Activities Treasury Report Vote on FY 2015 Board & Officers. FY 2014 Programs Highlights.

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INSTITUTE OF INTERNAL AUDITORS GREATER BOSTON CHAPTER ANNUAL MEETING MAY 22, 2014

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  1. INSTITUTE OF INTERNAL AUDITORS GREATER BOSTON CHAPTER ANNUAL MEETING MAY 22, 2014

  2. Agenda • Highlights of FY 2014 Chapter Activities • Treasury Report • Vote on FY 2015 Board & Officers

  3. FY 2014 Programs Highlights Thank you to Jeff Sardelli (Hollingsworth & Vose) and Michael McShea (Wolf & Company), FY 2014 Programs Co-Chairs! & Thank you to Allison Whall (Deloitte) and Heather Alman (E&Y) for Registration and Hospitality Co-Chairs!

  4. FY 2014 Academics Relations Highlights • Internal Audit Education Partnership (IAEP) • Outreach to Build Academic Relationships and Awareness of Internal Audit and to discuss current hot topics: • Assumption College • Babson College • Bentley University • Boston College • Northeastern University • Academic Relations Committee held five events this school year; 1 per school with 30 Greater Boston IIA members participating • Thank you to Amanda Smalley (PWC), Mike Barry (Nypro) and Dave Dyson (iRobot), FY 2013 Academics Relations Co-Chairs, and Priscilla Burnaby (Bentley University), IAEP Representative!

  5. FY 2014 Membership and Certifications Highlights • Membership and Certification events • September 2013 – COSO Event presented by Robert Kastenschmidt-McGladrey’sNational Leader and Mike Barry- Director of Internal Audit at Bruker Corporation (2 CPE) • November 2013 – Conflict Minerals presented by Kevin Lewis -PwC Conflict Minerals National Practice Leader (2 CPE) • January 2014-Partnering for Effective Risk Management presented by Joe Underwood from Albert Risk and Ed Downy from Cubist Pharmaceuticals (2CPE); and Certification Recognition Event • February 2014 – CIA Part 3 training presented by Raven Caitlin (8 CPE) • May 2014 – Vendor Risk Management presented by Dan Morrison Vendor Risk Management National Practice Lead & GaritGemeinhardt, Director at PwC (2 CPE) • May 2014- Red SOX Game • Certifications • Thank you to Marissa Nitto (Tufts) and Heidi Wein (PwC), Membership/Certifications Chairs and their great team of volunteers – Jordan Antunes (Kingston Dwight), Stacy Crawford (PwC), Jessie Fallon (John Hancock) and SuzannahMerte (Deloitte)!

  6. FY 2014 Communications Highlights • Upgraded the email and registration systems including a new marketing platform for membership communication • Regularly informed members of upcoming events via the chapter website, emails and social media such as LinkedIn and Twitter • Marketed local job postings on chapter website • Thank you to Erica Burnham (Raytheon), FY 2014 Communications Chair!

  7. FY 2014 Treasury Report FY 2014 Revenue: $53,602* FY 2014 Expenses: $51,707* Net Increase in Funds: $ 1,895* * As of May 18, 2014 Please note, 2013 International Conference funds received by the Chapter are managed separately from Greater Boston Chapter financial operations. Details of the international conference fund transactions can be provided on request Thank you to Maggie DiPalma (McGladrey), FY 2014 Treasurer!

  8. Vote for the Proposed FY 2015 Greater Boston Chapter Officers • President - Jeff Sardelli (Hollingsworth & Vose) • 1stVice President, Programs – Mike McShea (Wolf & Company) • 2ndVice President, Programs – Maggie DiPalma (McGladrey) • Treasurer – Marissa Nitto (Tufts Health) • Secretary – Heidi Wein (PWC)

  9. Vote for Proposed FY 2015 Board Members * New Board Members

  10. A BIG thank you to all our chapter volunteers who have made this year successful Thank you to all the members for another great year!! Questions?

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