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Halifax Chapter

Events

05-09-2017 11-44-28-2AM

May 23, 2018
9:00 am - 1:00 pm

Brightwood Golf & Country Club
227 School Street
Dartmouth, NS

 

 

A fmi*igf Halifax Chapter Professional Learning Session...

USING DATA TO IDENTIFY & ASSESS FRAUD

The Halifax Chapter cordially invites you to its upcoming professional development session, AGM and luncheon. Don't miss this unique learning opportunity!

Sign up before May 18, 2018!

The FMI Maritime Chapters are hosting four half-day sessions on the use of data analytics to identify and assess fraud risk and test key controls. During these sessions, Dave Coderre, President of CAATS, will look at how data analysis can support and inform these activities.  The course includes theory and group exercises (accounts payable and payroll) and more than 60 fraud-related analytical tests you can perform.  At the end of the course participants will:

1.  Be able to link objectives, fraud risks and controls.
2.  Be able to apply approaches and tools to better use data analysis for continuous monitoring and the assessment and management of fraud risk.
3.  Know the key steps to identifying and assessing red flags of fraud.
4.  Understand how to identify the required data and the necessary analytics.
5.  Know more than 60 analytical test you can run to assess fraud risk.

Note: the course will use ACL and SAP data for all demos; however, the tools and techniques are applicable to all analytics software and financial systems.

David Coderre PhotoDavid Coderre

President, CAATS www.caats.ca

David Coderre is the President, Computer Assisted Analysis Techniques and Solutions (CAATS).  With over 30 years of internal audit experience he has led numerous audits of IT, operations and financial nature. He is an expert in the development and use data analytics for fraud risk assessment, testing of internal controls, and continuous monitoring.  Dave is the author of four books on data analytics: Data Analysis for Internal Controls, Fraud Detection, Monitoring and Audit (2017); Computer-Aided Fraud Prevention and Detection: A Step by Step Guide (2009); Fraud Analysis Techniques Using ACL (2009); and Internal Audit: Efficiency through Automation (2008).  He is also the author of the Institute of Internal Auditors (IIA) Global Technology Audit Guide - Continuous Auditing: Implications for Assurance, Monitoring and Risk Assessment; and contributed to the data analytics portions of the COSO Fraud Risk Management Guide (2016). Mr. Coderre contributes to various professional journals and is a frequent speaker at conferences around the world.

8:30 am Registration
9:00 am - 1 pm
Session
COST $75

This professional development session is equivalent to two (2) PD credits.

Space is limited, so register early to avoid disappointment at www.fmi-igf.ca.

Questions? contact at (902) 897-8920.

January 24, 2018
8:30 am - 11:30 am

 

Brightwood Golf and Country Club
227 School Street
Dartmouth, NS

 

CLICK HERE TO VIEW PRESENTATION

A fmi*igf Halifax Chapter Professional Learning Session...

LEAN IN THE WORK PLACE

with

Schattenkirk Dale 9608 SmDale Schattenkirk

KPMG

In today's fast paced global market that relies heavily on people interacting with technology to achieve results we can easily lose focus that everything is still a process.  Dale's presentation will centre on understanding the short history of Lean in the public sector versus a lengthy run in private enterprise and how this is not a bad thing.  He will also delve into the misconceptions, paradigms, and stigmas attached to full Lean deployments and how organizations can appropriately move past them in a timely manner to acheive true operational excellence.  Dale's story telling manner with bring to life, using real case studies, a practical approach to transforming any organization to becoming world class. 

Dale is a Director with KPMG's Strategy and Operations practice.  With 25 years of experience, Dale has worked extensively within both public and private sectors across Canada concentrating on organizational change and design.  His focus is engaging staff to achieve results through the use of process and quality improvement methodologies.  While working with the Saskatchewan Health system and creating the provincial quality program, for this effort, Dale and his team were awarded the Lieutenant Governor's Award.

He also is responsible for helping three manufacturing facilities achieve the prestigious Industry Weeks Top Ten award.  Prior to KPMG, Dale founded Learning to See Consulting, a boutique consultancy firm focused exclusively on process improvement in private and government based organizations.  Dale also has over 70 published articles on quality improvement and implementation in numerous sectors and is a regular presenter at municipal conferences across Canada and the USA.

8:30 am Registration
9:00 am - 11:30 am
Session
COST $75

Space is limited, so register early to avoid disappointment at www.fmi-igf.ca. Deadline for registration is Friday, January 19, 2018.

Questions?, contact at (902) 897-8920.

Looking forward to seeing you on January 24!

February 22, 2018
8:30 am - 11:30 am

 

Brightwood Golf and Country Club
227 School Street
Dartmouth, NS

A fmi*igf Halifax Chapter Professional Learning Session...

ETHICS AND DIVERSITY

with

MarthaThomas.jpgMartha Okot Thomas, CPA, CA

bcIMC

Everyday we face ethical decisions in our work lives and our home lives.  As a country that values diversity, ethical decisions can be more complicated.  In a world of increasing polarization, these decisions become more important.  This discussion will introduce some of the broader concepts of ethics and diversity while asking some provocative questions.

Martha works in the Internal Audit Department of the British Columbia Investment Management Corporation (bcIMC), a change of pace from her past 17 years working for the BC public service.  Martha is currently responsible for providing both audit and advisory services throughout the organization, based on the current Audit Plan.

Martha brought a significant amount of experience to her new role at bcIMC. She previously worked in a variety of different roles across many different sectors of the BC Government.  Starting in Internal Audit and Advisory Services with the Ministry of Finance, Martha gained a great deal of knowledge of the government's financial processes and controls.  She was able to continue her skills development in a number of different leadership roles.

As the Manager, Finance Administration and Audit, she led a team of 20-25 people, oversaw facilities, human resources, and financial planning and reporting.  Moving to the Ministry of Agriculture and Lands, Martha was able to effect positive change across the Ministry in the development of revenue and accounts receivable processes.  After a period in budgeting for the Ministry of Environment, she moved to the Ministry of Finance where she became Director of Finance, and eventually serving as the Chief Financial Officer and Executive Director for the Ministry of Social Development and Social Innovation.

Martha has been a dedicated member of the FMI Victoria Chapter.  She filled the roles of program director, vice-president and president before she was elected as vice-president (2015-16) and president (2016-17) of the fmi*igf National Board of Directors. When she is not at work, Martha loves to spend time with her family.  If she and her husband are not out golfing, she can be found cavorting with her daughters or hiking some of Vancouver Island's beautiful trails.

8:30 am Registration
9:00 am - 11:30 am
Session
COST $75

Space is limited, so register early to avoid disappointment at www.fmi-igf.caDeadline for registration is Friday, February 16, 2018.

Questions?, contact  at (902) 897-8920.

Looking forward to seeing you on February 22!

Don't miss FMI's Online learning sessions:

Go to /events/webinars/ to check the schedule and sign up for webinars.

The webinar presentations are also available for viewing after the event by referring to the webinar archives at /events/webinars/archived-webinars.