Volume 16, Issue 7
IIA News & Chapter Report
Central Missouri Chapter
I was recently on a committee (outside of work and IIA) where an issue came up
between one member and the rest of the committee. I realized from thinking
back to the committee meetings how such a difference of opinion created a
dramatic shift away from what was important for this committee. Has this ever
happened to you? Sure it has happened to all of us. Whether it is with a co-
worker, a committee member, an audit client, a family member, etc
disagreements and differences of opinion are bound to happen.
One reason this occurs is because every individual has a unique way of viewing
the world or has different goals and needs. Personality characteristics also come
into the picture. If you find yourself in this situation I encourage you to focus
on a few tips on how to resolve a conflict effectively so the resolution has a
Inside this issue: positive outcome.
President’s Message 1
Maintain good relationships. Play nice and be courteous.
A Special Thank You 2 Keep people and problems separate.
Listen to why the other person has taken the position.
Columbia Seminar 2 Put yourself in the other person’s shoes before defending your position.
Agree on the problem.
New Members 2
Brainstorm for possible solutions.
CAP Reporting 2
Remember conflict isn’t necessarily a bad thing. Effective resolution can lead to
Power Excel Tips & 3 both personal and professional growth. However if differences are managed in
Techniques the wrong way the overall mission and teamwork can be threatened. I
January Board Meeting 4
encourage you to remember to take a positive approach to addressing
Minutes differences. In doing so, you may find many times a difference of opinion can
foster open communication and change.
“What you see and hear depends a good deal on where you are standing; it also
depends on what sort of person you are.” -C.S. Lewis
Please send me an email if you have any suggestions on improving the chapter
or have a difference of opinion with how things are currently being operated. I
will listen to your suggestions.
Thanks for reading,
Page 2 IIA News & Chapter Report
A Special Thank You
The board wishes to send Connie Qutami a special thank you for her years of service to the chapter. She is stepping
down as webmaster this winter after having served in this capacity since 2002.
The chapter will be hosting a seminar in Columbia on April 7th, with the topic of Social Networking. Keep an eye
out for more information!
Please join us in welcoming the following members to our chapter:
Josh Allen, State Auditor's Office
Toni Charlton, Department of Insurance, Financial Institutions and
Agata Hanks, Department of Natural Resources
Lacy Miller, State Auditor's Office
The following is the status of the Chapter Achievement Program (CAP) points for our chapter as of 2/9/10.
Minimum Chapter Points
Category Balance to Minimum
Required (to Date)
I. Service to Members 325.00 961.37 Achieved!
II. Service to Profession 200.00 266.79 Achieved!
III. Chapter Administration 160.00 223.00 Achieved!
Minimum for Bronze Target 685.00 1,451.16 Achieved!
Minimum for Silver Target 1,060.00 1,451.16 Achieved!
Minimum for Gold Target 1,560.00 1,451.16 108.84
Current CAP Status: Silver
Volume 16, Issue 7 Page 3
2009-2010 Chapter Officers
Power Excel Tips & Techniques
Nicki Russell, CIA, CPA
MOSERS 4 hours CPE
Topic: Power Excel Tips & Techniques (Excel 2007 Version)
Brenda Richardson, CPA Speaker: Bill Jelen “Mr. Excel”
Dept. of Health and Senior Services
Date: Wednesday, March 24, 2010
Marty Beck Time: 1:00 to 4:30 PM
Dept. of Conservation Lunch will be served at Noon
Location: Governor’s Office Building Room 450 Hurry. Space is
Dan Doerhoff 200 Madison limited. Over 60
Dept. of Transportation Jefferson City, MO 65101 people have
Lunch provided by: The G2 Gallery already registered!
Lori Melton, CPA
State Auditor’s Office
Price: IIA members $50
Lori.Melton@auditor.mo.gov Non-members $65
Full-Time Undergraduate College Students Free
Garry Kornrumpf, CIA, CPA Registration will be limited to 90 people.
MO Consolidated Health Care Plan
Garry.Kornrumpf@mchcp.org To register call Jon Halwes at 893-7703 or e-mail firstname.lastname@example.org
Jon Halwes, CPA, CGFM
State Auditor’s Office Registration deadline is March 17, 2010
Topic of Discussion:
Diana Tebo You use Excel 40 hours a week, but do you really know how to unleash the power
Department of Mental Health of Excel?
Webmaster Learn cool secrets and tricks lurking on the Data menu.
Patrick Pullins Learn the ins and outs of Pivot Tables (from the guy who wrote the book on
State Auditor's Office pivot tables!).
Patrick.Pullins@auditor.mo.gov Create slick charts in a single button click.
Add thousands of subtotals in seconds.
Don't be tortured by bad data any longer! Learn how to take poorly formatted
data and convert it to data suitable for pivot tables.
Learn some of the changes made in Excel 2007.
Participants in this session will receive a copy of Bill Jelen's book Learn Excel 97-
2007 from Mr. Excel which is comprised of 377 questions and solutions posed to
him during his seminars. Jelen loves new questions! Bring your Excel question and
Bill will incorporate it into the seminar. Jelen promises, "If you use Excel 40 hours
per week, you will save 100 hours each year by attending this seminar!"
All IIA members are encouraged
to contact any Board member with
suggestions or comments. Contact
the Secretary with articles or
suggestions for the newsletter.
Page 4 IIA News & Chapter Report
January Board Meeting Minutes
The Central Missouri IIA Chapter Board meeting was held January 20, 2010 at 5:30 pm. The
following was discussed and/or agreed upon:
Social Networking Event: The social networking seminar is currently scheduled
for Wednesday, April 7, 2010 in Columbia at Jack’s Gourmet Restaurant. The seminar
will be free for members which will cost the chapter approximately $13 per person.
Leadership Conference: The IIA Leadership Conference in Orlando is scheduled for April 2010. Dan
Doerhoff was asked to represent the chapter this year.
Website: Connie Qutami, the current Webmaster will not be able to fulfill the Webmaster position next
year. Patrick Pullins has volunteered to take Connie’s place as Webmaster. Patrick is evaluating
possible changes in our Website host.
Succession Plan: The succession plan for FY11 was tentatively agreed to.
Chapter Gift Certificates: To date, 10 gift certificates have been given to chapter
members to attend one free seminar of their choice. Gift certificates were
awarded to members for either attaining CIA status this year or as door prizes
for the September and October 2009 seminars.
December 16th email from the IIA: On December 16, 2009, the IIA sent an
email stating that dues were going to increase as of March 2010. The current Government Group base
rate is $865 and is increasing to $1,150 and the current per member fee is $12 and is increasing to $25.
We discussed what this rate increase could mean for our chapter and whether some of the large
government groups might not renew membership because of this increase. State budget cuts for training
and memberships may impact the ability for the government group to continue after December 1 and in
Treasurer's Report: Since July 2009, the bank balance has increased by approximately $2,500 due to
revenue from seminars. The chapter holds a CD that is currently being renewed monthly due to low interest
rates. It was decided to do a three-month CD for now until rates get better.
VP of Membership Report: We currently have 248 members, and four applications for new members.
Economic Times: We discussed how the current and future economy may affect our chapter and
membership. We discussed offering group rates if a certain number of individuals come to a seminar
from the same agency/organization. We also discussed how important it is to continue to offer
interesting and quality CPE at reasonable rates. We discussed the possibility of planning one or two
seminars without lunch and seeing how it affects attendance. No decision was made at this time.
Free Student Attendance at Seminars: The Board decide that free slots are only available to full-time (12
or more semester hours) undergraduate students.
VP of Programs Report: We have offered 38 CPE hours to our members so far in FY10, as of the Board
meeting. There are several more seminars planned for the year.
Membership Appreciation Plan (MAP): The MAP was developed to show the chapter’s appreciation to
members who regularly support the Central MO Chapter during the fiscal
year. As of January 20, 2010, 55 members have volunteered to help the
chapter with three more events scheduled before the MAP luncheon. The
board believes the MAP is a success, but requires slight modifications. The
board decided members with 3 or more points (instead of 4) will be invited
to the May 2010 MAP luncheon with $150 prizes to be awarded.