San Francisco, California
London, United Kingdom
Don't miss this training event that will help internal audit professional learn new skills and provide students with an opportunity to understand more about the internal audit profession!!
Professionals: Earn 5.0 CPE Hours - $79.00 (including lunch)
Students & Professors: Attend the Student Training Track for FREE! (including lunch)
08:30 – 09:30 Registration
09:30 – 10:30 Session I – Dr. Mark W. Lehman – MS State University
10:30 – 10:45 Break
10:45 – 11:45 Session II – Dr. Mark W. Lehman – MS State University
11:45 – 12:45 Lunch
12:45 – 01:45 Session III – Dr. Mark W. Lehman – MS State University
01:45 – 02:00 Break
02:00 – 03:00 Keynote Speaker – Julie James – Director IT FedEx Services
03:00 – 03:30 Scholarship Presentation
Professional Training Track Topics:
Session 1 – Word Tricks and Tips
Have you ever stumbled on a Word tool that saved you significant time? Do you wonder whether similar time-saving tools are available? This session will give you chance to learn a wide variety of tools that will increase your efficiency and improve the professional image of your documents. You will learn to use powerful keyboard shortcuts, customize the quick access toolbar, create custom templates, use collaborative writing tools (track changes, comments, and compare documents), insert quick parts, and more. Files will be provided for you to work along on your computer.
Session 2 – Excel with Excel
From tricks and tips to some serious data analytic tools, this session will expose you to a wide variety of Excel features. Tricks and tips will focus on navigating the Excel window and customizing the ribbon. Tools will include format as table, slicer and timeline, flash fill, watch window, relationships, name manager, evaluate formula, inquire, and more. Files will be provided for you to work along on your computer.
Session 3 – Expanding Your Data Analytic Toolbox
Auditors must expand their toolbox beyond Excel to perform meaningful data analytics. This session will include demonstrations on importing files with Excel’s PowerQuery, importing PDF files using ACL, performing a search for unusual events with IDEA, creating visual dashboards and stories with Tableau, and achieving continuous auditing using Excel macros and ACL scripts with Window’s task scheduler
Professional Training Track
Mark W. Lehman, Ph.D., CPA, CFE, ACDA
Mississippi State University
Lehman Training Solutions
Dr. Mark W. Lehman is an associate professor emeritus in the Adkerson School of Accountancy at Mississippi State University. He is a certified public accountant and a certified fraud examiner with a teaching and research emphasis in data analytics and forensic accounting. He currently teaches audit applications using Excel, Access, ACL, IDEA, and Tableau in his accounting courses at Mississippi State University and in corporate and professional training programs
Carol M. Lehman
Mississippi State University
Lehman Training Solutions
Carol M. Lehman is professor emeriti in the Management and Information Systems Department at Mississippi State University. She has built a career on business communication instruction with emphasis on the use of electronic technology that improves the quality and efficiency of the communication process. She has also authored two successful business communication textbooks that have been published in multiple editions and are in broad adoption. She has presented actively at academic meetings and provides training to clients in business and education.
Julie R. James
Infrastructure Business Services & Planning
Julie has over 30 years of FedEx experience – from FedEx Zapmail, Administrative Support, Technology Services, Help Desk Support, Application Development, Vendor Management and Training – to her current role as the Director of FedEx Infrastructure Business Services & Planning. In this position she is responsible for Contract Management, Software License Compliance, Life Cycle Management and Technology Business Management.
She has received numerous 5-Star Awards and various other accolades.
She has been recognized by Dale Carnegie for her Leadership Training.
She is a community leader and regularly sought by universities and top corporations as a renowned speaker on leadership and motivation.
Students Training Track
Kathy Tuberville, SPHR, Ed.D.
University of Memphis
Ron Hart Leader Department of Management
Director, Avron B. Fogelman Professional Development Center
At the Fogelman College of Business and Economics, Kathy Tuberville teaches undergraduate students in HR and Management courses including Managing Employee Wellness, Managerial Leadership, Strategic Management, and Human Resource Management. Kathy coordinates and instructs Management and International Business interns who are pursuing academic credit for their internships.
In her dual role, Kathy is the Director of the Avron B. Fogelman Professional Development Center where she develops programming and curriculum for our students to help prepare them for the school to work transition post-graduation. Through this work, Kathy has the opportunity to collaborate with many community partners who want to help students succeed in the workplace.
Student Training Track Topics:
Session 1: Mastering the Interview: How to Get, Keep, and Decline a Career Opportunity
Session 2: Networking Like a Pro
Two $1,000 Student Scholarships will be awarded to essay winners.
Essay submission rules & deadline can be found in any of the locations indicated below:
- Contact your local college instructor,
- Your school’s Accounting Department
- Go to the Memphis Chapter IIA website at https://chapters.theiia.org/memphis/Pages/default.aspx
- Email MemphisIIA@gmail.com for more details
Thanks to the Scholarship Sponsors!
Note: The winners for the Student Scholarship will be announced at the training event
Acknowledgement Cancellation/No Show Terms & Conditions
In order to register for this training event, registrants must accept the following cancellation/no show terms and conditions:
1) Cancelations can be made for this event until Thursday March 16, 2017 at 3:00PM without any charge.
2) If registration is canceled after 3:01 PM on Thursday March 16, 2017, then the full registration fee must be paid to the IIA Memphis Chapter.
3) Individuals that have registered and is a no show the full registration fee must be paid the IIA Memphis Chapter.
These terms & conditions must be accepted in order to complete registration for this training event.
IIA CPE credits are accepted by most professional licensed organizations, including NASBA.