“Softskills”
Luncheon Meeting
Speaker: Michael Breon CPA, CIA, CFE
Refer to Link below for Information on Softskills
http://www.pertrolance.com/uploads/PERTROLANCE_Soft_Skills_Article_pdf.pdf
2 CPE Credits
When:
Tuesday, March 15th, 2011
Where:
Biaggi’s Ristorante Italiano
320 Collins Road NE
Cedar Rapids, IA
Cost:
$65 - An Awesome Deal – 2 CPEs and an Excellent Meal for the Price
Meeting Schedule
Registration:
Lunch:
Presentation:
Questions:
Wrap Up:
Menu:
11:15 – 11:30
11:30-12:00
12:00-1:30
1:30 – 1:40
1:40 - 2:00
Salad & Bread
Ravioli Quattro Formaggi and/or Chicken Parmesan
Served Family Style – no choice selection needed
Dessert – Cheese Cake or Tiramisu
(If anyone has special dietary needs, accommodations can be made on an individual basis.)
Reservations due to Pat Corbett by email pacorbet@rockwellcollins.com by Tuesday,
March 11th, 2011.
Guests are welcome. Payment may be made at the registration payable to the Heartland Chapter IIA.
Attendees will receive 2 CPEs for this training.
Institute of Internal Auditors
Heartland-Iowa Chapter
November 2010
March Speaker Bio – Don’t Miss This Opportunity
Michael Breon
PROFESSIONAL PROFILE
Michael Breon is the founding Member of Pertrolance, LLC where he provides
various internal audit and fraud consulting services. Prior to establishing
Pertrolance, he was a senior manager in Deloitte’s Enterprise Risk Services
practice. Michael's corporate experience includes managing the retirement plans for
the Hershey Company and serving in their Internal Audit Department. Michael also
has several years experience in public accounting leading audits in the medical,
insurance, manufacturing, low income housing, and not for profit sectors. His recent
client experience includes providing internal audit services primarily in the
manufacturing
and
consumer
business
sectors.
Mike is a Certified Public Accountant (CPA), Certified Internal Auditor (CIA), and a Certified Fraud
Examiner (CFE). He graduated from Pennsylvania State University, Harrisburg with a B.S. in
Professional Accountancy and later received his MBA from the same institution.
Mike is a past President and currently serves at the 1st Vice President of the Central Pennsylvania
Chapter of the Institute of Internal Auditors (IIA). Michael is the co-author and has delivered two of the
IIA’s fraud programs “Internal Auditing for Fraud” and “Purchasing Fraud: Auditing and Detection
Techniques”. He continues to teach both public and onsite seminars for the Institute of Internal auditors
through Pertrolance. His article, “Improving Client Relations”, coauthored with Randall Stellwag, was
recently published in the October 2009 edition of Internal Auditor Magazine. He is has recently
coauthored and presents the National Association of Certified Valuation Analysts (NACVA) class "Fraud
Risk Management".
For additional information refer to the links below.
http://www.pertrolance.com/Design_an_Effective_IA.html, Softskills class is discussed in the following article:
http://www.pertrolance.com/uploads/PERTROLANCE_Soft_Skills_Article_pdf.pdf - Article was published in
the Oct 2009 IIA Internal Auditor Magazine.
April Speaker Bio - Dean Schaumburg
I have extensive experience in Internal Audit in the financial services sector. This includes the provision
of internal control, fraud risk management and compliance excellence to numerous areas of the
business including information technology in the United Kingdom, Switzerland, Canada and currently
the United States. Most notable was the integration of fraud risk assessment within all audits including:
 enterprise level controls such as fraud policy, code of ethics, employment verification and
background checks, awareness training, reporting mechanisms and tone at the top;

operational level controls such as financial statement, accounts receivable, accounts payable,
procurement and claims, to name a few.
I am a Director on the Board of the Chicago Chapter of the Association of Certified Fraud Examiners,
supporting program/seminar development.
Institute of Internal Auditors
Heartland-Iowa Chapter
November 2010
President’s Message
Nominations are in with Tina R & the nominations committee. Thank you Tina & All!! If you
have any last minute nominations please get them to Tina ASAP or add them to the ballot as a
write-in candidate.
The January ethics meeting was excellent per the attendee feedback. Thanks for all who
organized and attended to make it successful! This month’s meeting is being held at
Yellowbook next week and will be another excellent topic, “Bridging the Generation Gap”. This
is an applicable topic for us all as we work with so many different age groups and cultures on a
daily basis. Putting our best foot forward is always the goal so the more we can be prepared
with information the better our “placement”!
Hope to see you on Thursday! Remember there is an IIA social event starting at 10:30,
preceding the meeting, at Yellowbook!
Best, Deb
President, Heartland-Iowa IIA
GLEIM News
New Year, New Beginning
This year, I took the first weekend in January to decide what I am going to do with 2011. Some of the goals I set
are adventurous, while others are a means of self-improvement.
I am sure many of you started your new year off by saying, "In 2011, I will become a CIA." Or, like others, decided
there was no point because you never keep resolutions anyway. A negative attitude will make it difficult to
succeed. In the spirit of the new year and its new beginnings, here are my tips on how you can make a resolution
and keep it!
1. Think positive. From the beginning, tell yourself what you plan to accomplish, set your goal, and do it!
2. Make your goal realistic. Thinking you are going to take and pass both parts of the CIA in two months is
very unrealistic, and you will be discouraged when you aren't able to meet such high expectations. On the
other hand, don't set your goal to take one part this year and one part next year; such low expectations
will lead to procrastination and ultimately failure to accomplish your goal.
3. Write it down. Put your goal on paper, and map out how many hours a week you are going to devote to
studying. Sacrifices will need to be made. On a calendar, write out how many study units a week you
should complete based on your time available.
4. Share your plans. Tell your friends or family that you may need to sacrifice time with them so that you can
pass the CIA exam. Remind them that a CIA certification will lead to more job security and the likelihood
Institute of Internal Auditors
Heartland-Iowa Chapter
November 2010
of a raise, and I guarantee most will gladly let you off the hook. Friends and family also make a great
cheering section!
5. Schedule your exam early. By registering for and scheduling your exam well in advance, you will have (1)
a testing date that is convenient for you and (2) a finish line that forces you to focus throughout your study
schedule.
6. Reward yourself. Candidates have shared stories of rewarding themselves with an ice cream or a small
treat, while others have a night out with friends. Any reward will do, but it works best to determine what
the reward will be before the week starts so you have something to look forward to.
7. Stay Motivated. Remember, after you pass the exam, you will make more money, it will be easier to find a
job or get a promotion, and you will gain a sense of accomplishment and pride for passing this difficult
exam. In the area where you study, keep a picture of the car you want, your dream vacation spot, or your
family as a reminder of what will be accomplished once you pass the exam. When you grow weary of
studying or making sacrifices, look at these and find the motivation to continue on with your preparations
for passing the CIA exam.
I would like to hear from you. How was your exam experience? Do you have any tips or advice to provide to fellow
exam takers? What advantages of being certified have you experienced? Email Gleim at iiachapters@gleim.com
with your questions.
Remember, as a Heartland-Iowa Chapter member, you will receive a discount on Gleim material. Gleim has been
helping CIA candidates pass the CIA Exam since 1980.
Contact Melissa at 800.874.5346, ext. 131 or melissa.leonard@gleim.com
to take advantage of your chapter discount or if you have any questions.
Chapter News
Link to Heartland Chapter IIA Website
http://www.theiia.org/chapters/index.cfm?act=home.page&cid=260
Career Opportunities/Classified section
Rockwell Collins has a three (3) position openings within the Internal Audit Department; all positions
are for Senior Analysts: one Financial & one Operational, and one (1) position opening for a Sr Systems
Auditor. All applicants for the position openings must apply at
http://www.rockwellcollins.com/careers/index.html
Institute of Internal Auditors
Heartland-Iowa Chapter
November 2010
Membership News
Welcome to our New Members
Lisa Frank of Exceptional Persons, Inc. and Darrin Johnson of GE Capital
Going for the Gold!!!
Chapter Achievement Program (CAP)
If you have any questions about whether something is eligible for CAP points, feel free to contact me at
tinarukgaber@alliantenergy.com. Here is how we looked after the January 2011 meeting:
700
600
500
400
Members
Profession
Admin
300
200
100
0
June
July
Aug
Sept
Oct
Nov
Dec
Jan
Feb
Mar
Apr
May
Upcoming Meeting/Event Schedule
March 15, 2011 – “Soft skills” by Mike Breon – Biaggi’s Restaurant – March 15, 2011
April 14, 2011 – “Fraud” - Dean Schaumburg – Location TBD
May 2011 – SAVE THE DATE “Annual CAE Conference/Training” – May 18, 2011 - Brown
Deer Country Club - Coralville, IA
Institute of Internal Auditors
Heartland-Iowa Chapter
November 2010
Chapter Officers
2010-2011
President
Deb Schott
(319) 558-1817
DeSchott@cr.k12.ia.us
Treasurer
Laurie Aquino
(319) 398-6178
laquino@mercycare.org
Vice President
Anu Ambati
(319) 295-3389
arambati@rockwellcollins.com
Secretary
Pat Corbett
(319) 295-2489
pacorbet@rockwellcollins.com
Governors
Becky Rich-RSM McGladrey
Carla Kelley-UNI
Terry Whaley – Alliant
Gregg Endicott – Rockwell
Kevin Sheehan-Hills Bank
Jeremy Bahl-Yellow Book
Pam LaGrange - AEGON
Julie Hupp – Rockwell
Tina Rukgaber – Alliant
Pat Stepanek - GALC
Cassie Myers – RSM McGladrey
Chapter Committee Chairs
2010-2011
Publicity
Melissa Neumann
(563) 209-2694
mkewing@rockwellcollins.com
Membership
Julie Hupp
(319) 295-7358
jahupp@rockwellcollins.com
Programs
Anu Ambati
(319) 295-3389
arambati@rockwellcollins.com
Newsletter
Pat Corbett
(319) 295-2489
pacorbet@rockwellcollins.com
Web-site Management
Gregg Endicott
(319) 298-4353
gaendico@rockwellcollins.com
Academic Relations
Chad Sharp
(319) 335-2872
chad-sharp@uiowa.edu
Institute of Internal Auditors
Heartland-Iowa Chapter
November 2010