Status of the IIA - Tools & Resource Dana Perrino, Director, - - PDF document

5/2/2017 1

Status of the IIA - Tools & Resource

Dana Perrino, Director, North America Chapter Relations Donna Wiley, Manager, North American Chapter Relations Jake Parks, Director, Membership Technology Artem Mulitsa, Manager, North American Chapter Relations

“THE CREW”

• Donna Wiley, Chapter Relations Manager
• Artem Mulitsa, Chapter Relations Manager
• Shannon Rose, Canadian Counterpart
• Karina Urena, Chapter Relations Specialist
• Matt Rosario, Chapter Relations Intern
• Jake Parks, Director, Membership Technology
• Sarah Lane, EMT Intern

5/2/2017 2

Annual Chapter Standards

NEW IN 2017 - Annual Chapter Standards

• Baseline in which we measure our chapter’s sustainability
• Chapters not performing according to standards will work with their

District Advisor, District Representative, and HQ Chapter Relations Manager to develop a formal plan for sustainability

• Not meeting chapter standards annually could result in the loss of a

chapter’s allotment

Annual Chapter Standards

• Chapters must be incorporated with 15 members and maintain 15 members
• Chapter must submit their financials and proof of Independent Review to

HQ utilizing recommended template

• Chapter must put forth a Slate of Officers to their District Representatives,

District Advisors, and IIA HQ by May 1

st identifying the four key officers of

President, Vice President, Secretary and Treasurer

• Chapter must deliver quality education to its members
• Chapter must sign Governance Attestation
• Chapter must file taxes

5/2/2017 3

Slates Now Due May 1st Annually

• Flexibility to submit by June 1st for 2017/2018
• In moving up the due date, our hope is to elevate the onboarding

experience for our leaders thru enhanced communication

• Allows a full month before the start of the term where incoming board

members can access tools and resources through the IIA

DR Assessments

• May & November annually
• We encourage your feedback!!
• Over 130 submissions in November
• Assessment goes to Chapter President

5/2/2017 4

District Workshops

Local trainings made available to all Chapters in your District:

• Establish goals and

strategy for the term ahead

• Coordinated & facilitated

by your DR & IIA Headquarters Staff

Annual Report of Revenue and Expenses

Financial Reporting:

• Mandatory new template for consistency
• Annual requirement for independently

reviewed financial statements

• Report due August 31st

5/2/2017 5

Chapter Best Practices

• New Best Practices Document

– Chapter Best Practices – Chapter Success Stories

• Leadership Academy and District Workshops
• Chapter Leader Resources Web Page

Chapter Leader Training Webinar Series (Tier 1) Available Now

• Academic Relations
• Certifications
• Chapter Achievement Program (CAP)
• Chapter Centers Liaison Kick-off
• Membership Reporting
• New Leader Orientation
• President/Presidents-Elect
• Programs
• Treasurer

10

5/2/2017 6

Chapter Leader Training Webinar Series (Tier 2)

Coming This Summer:

• Advocacy
• Cash Management
• CIA Learning System
• Chapter Membership Chair
• Regional Conferences
• Succession Planning

Leaders Link E-newsletter

• Sent to all Chapter

Leaders the 3rd Monday of every month

• Chapter-related

news & updates

• Monthly membership

incentives and engagement tips

5/2/2017 7

Brochures

All in a Day’s Work: A Look at the Varied Responsibilities of Internal Audit Membership Brochure: Joining The IIA is an Investment in Your Career Drive Your Career Forward: IIA Certifications and Qualifications Internal Audit: Profession of the Future To Be an IIA Volunteer, What Does It Take?

CAP – Chapter Achievement Program

• CAP Reporting – Monthly to Quarterly
• CAP 2.0 Transition

– Goal – Bigger Picture – Timeline

• 2017/2018 Chapter Year

5/2/2017 8

Speaker Database

• Identify chapter speaker leads

for future programs

• Rated excellent from other

chapters

• Speaker Database 2.0

– Future Rollout, June 2019