5/2/2017 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 1
5/2/2017 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, st identifying the four key officers of District Advisors, and IIA HQ by May 1 President, Vice President, Secretary and Treasurer • Chapter must deliver quality education to its members • Chapter must sign Governance Attestation • Chapter must file taxes 2
5/2/2017 Slates Now Due May 1 st Annually • Flexibility to submit by June 1 st 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 3
5/2/2017 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 4
5/2/2017 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
5/2/2017 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 3 rd Monday of every month • Chapter-related news & updates • Monthly membership incentives and engagement tips 6
5/2/2017 Brochures Membership Brochure: Joining The IIA is an Internal Audit: Profession of Investment in Your Career the Future All in a Day’s Work: A Look at Drive Your Career Forward: To Be an IIA Volunteer, What the Varied Responsibilities of IIA Certifications and Does It Take? Internal Audit Qualifications CAP – Chapter Achievement Program • CAP Reporting – Monthly to Quarterly • CAP 2.0 Transition – Goal – Bigger Picture – Timeline • 2017/2018 Chapter Year 7
5/2/2017 Speaker Database • Identify chapter speaker leads for future programs • Rated excellent from other chapters • Speaker Database 2.0 – Future Rollout, June 2019 8
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