IIA Virtual Symposium: Diversity, Equity, and Inclusion Leaders Driving Change in 2021 and Beyond
July 27 & 29, 2021
12:00–2:10 p.m. ET
NOTE: Your registration confirmation email will come from The IIA. All subsequent emails containing log-in access will come from the webinar presentation provider: email@example.com You may want to add this address to your system’s “safe” list. Otherwise, it may go to a spam folder. Three log-in/access emails are sent: 5 days prior, 1 day prior, and 2 hours prior to the start of the webinar. Thank you!
Now, more than ever, we are seeing the impact and importance of diversity and generational change on the workforce. For internal audit, leaders and those seeking leadership roles should look beyond the areas they assess and begin to develop a more well-rounded understanding of the workforce and the roles they play in auditing. Taking a look at the multigenerational demographic, how to avoid unconscious bias and lack of equity in the workplace, and the overall interpersonal skills necessary for leadership success, internal audit finds a new perspective to help mitigate risk and establish the relationships of tomorrow.
Session 1 (Part-One): A Focus on the Multigenerational Workforce
Date: Tuesday, July 27, 2021
Time: 12:00–1:00 p.m. ET
As the workplace continues to adapt and change, so too does the workforce and the different generational skills within it. It is up to audit leaders to recognize the challenges and impacts of a multigenerational workforce on internal audit and how to leverage the multigenerational environment to improve processes, organizational culture, and look beyond generations to the individual and a more beneficial enterprise.
- Understand the multigenerational workforce and the five generational categories it encompasses.
- Gain an understanding of leadership’s role in generational awareness and the skills necessary to leverage these differences to create synergy within the audit team.
- Learn best practices and expectations for internal audit soft skills in a multigenerational environment.
Jami Shine, CIA
Auditing Manager, QuikTrip Corporation
Jami Shine graduated summa cum laude from the Honors Program at Oral Roberts University and has more than 14 years of combined internal and external audit experience. She is currently the Corporate and IT Audit Manager for QuikTrip Corporation, where she manages operational, IT, and financial audits and consulting engagements. She also co-facilitates the Enterprise Risk Management (ERM) program and conducts the annual risk assessment process with the CAE. Her favorite project at QuikTrip was writing and facilitating a series of training videos for the 20,000+ store employees. Shine enjoys being a volunteer facilitator for The IIA, leading both online and in-person trainings, as well as being a recurring speaker at MISTI’s SuperStrategies and Audit World Conferences, The IIA’s Leadership Academy, IIA and ISACA chapters, and the Accounting & Financial Women’s Alliance. In 2020, she enjoyed serving as the emcee for The IIA and ISACA’s GRC Conference. Shine also loves serving as a District Representative and member of The IIA’s North American Chapter Relations Committee. She has served in every officer position for the Tulsa chapter except Treasurer and is currently on the Board of Governors. She was honored with the Tulsa Chapter’s “Kevin Weast Distinguished Service Award” twice and received the “Auditor of the Year Award” in 2018. She has written several articles and blogs for Internal Auditor magazine and loves any chance to share her passion for risk management and internal audit.
Session 1 (Part-Two): Internal Audit’s Roles in Mitigating Cognitive Biases in DE&I Initiatives
Date: Tuesday, July 27, 2021
Time: 1:10–2:10 p.m. ET
The business case for DE&I is stronger than ever in the world of increased VUCA (Volatility, Uncertainty,Complexity, and Ambiguity). Cognitive biases can undermine the progress an organization has made on the DE&I agenda. There is no better time than NOW to mitigate the impacts of these biases. This session will clarify the definitions of DE&I, examine how they are related but different, explain the origin of cognitive bias and how it impacts decision-making regarding DE&I, share strategies for mitigating some sample biases, and discuss internal audit’s roles in supporting management’s enterprisewide efforts.
In this session, participants will:
- Understand what cognitive bias is, how cognitive biases impact our thought process and decision-making, and what causes the biases.
- Be able to recognize some common biases specific to DE&I.
- Learn about strategies to mitigate these biases at the macro and micro levels.
- Discuss internal audit’s roles of providing assurance, advisory, and insight services to help management mitigate biases on DE&I.
- Realize why combating biases is everyone’s job.
Angelina K. Y. Chin, CIA, CCSA, CRMA, CPA
Angelina Chin has more than four decades of global leadership experience in audit, risk management, corporate functions, and business operations at General Motors Company and Federal Reserve Bank of Chicago. Her audit experience and 40+ years of IIA membership enabled her to make a difference as she worked across all three lines, earned a seat at the table, and served on nonprofit boards. At the Fed, Chin implemented many bold changes concurrently. Her innovation journey continued at GM, where she led the implementation of global ERM, control self-assessment, SOX 404 compliance, and whistleblower programs, as well as the change management, mentoring, and recruiting initiatives for North America Finance. She also served as the Controller for General Motors do Brasil. Chin is a 2021 inductee into The IIA’s American Hall of Distinguished Audit Practitioners, and she has received numerous awards from IIA–Chicago. She has served on The IIA’s Global Board and various committees for 30 years, including as Chair of the Audit Committee and Global Ethics Committee. She currently serves on Internal Audit Foundation’s Committee of Research and Education Advisors (CREA). Chin co-authored and reviewed many IIA Practice Guides and publications, including Sawyer’s Internal Auditing, 7th Edition. She is the author of a new book on auditing corporate culture and is currently writing a book on “Recognizing and Mitigating Cognitive Biases.”
Session 2 (Part-One): Shifting From Diversity and Inclusion to Diversity, Equity, and Inclusion
Date: Thursday, July 29, 2021
Time: 12:00–1:00 p.m. ET
To further understand the importance of equality in the workplace, research has shown that equity must be recognized within the bounds of diversity and inclusion to provide a more holistic vision of acceptance and awareness. Internal audit leaders have a responsibility to their departments and their organizations to help develop and implement effective Diversity, Equity, and Inclusion (DE&I) programs, and to maintain the focus on equality. With increased recognition on equity, internal audit can better face the challenges of developing effective strategies while providing appropriate guidance, insights, and perspectives.
- Understand the background of diversity and inclusion – the individual and group differences, social and cultural differences – and the impact of adding equity to the workplace.
- Identify and understand the new and emerging trends in DE&I thought leadership, and the impact that diversity risks have on internal audit.
- Identify leadership’s role in social equity and an organization’s DE&I efforts.
- Explore the role of internal audit in an organization’s current DE&I state and future organizational vision, and the persistent challenges faced by internal audit as a whole.
Suk Bedi, CIA, CRMA, CPA, CIPM
Senior Director, KPMG Canada
Suk Bedi has 15+ years of experience analyzing and assessing business strategies and related business processes and systems to help management understand and address business objectives, requirements, risks, controls, and improvement opportunities. He has served a variety of organizations, including education and government institutions, financial services, retail, manufacturing, and not for profit.
Leader, National Inclusion and Diversity Practice, KPMG Canada
Silvia Gonzalez-Zamora is a well-rounded, trilingual professional with 20+ years of experience in consulting, process redesign, human capital, organizational behavior, equity, inclusion, and diversity. She was named to the Top 10 Most Successful Mexicans in Canada by Latinos Magazine, sponsored by Scotiabank. Currently the national leader for the inclusion and diversity practice at KPMG, Gonzalez-Zamora leads projects and initiatives related to data-driven business transformations in the regulatory space (Basel 4, Basel 3, IFRS, risk conduct, equity, diversity, inclusion, etc.), helping clients stand up centers of excellence, foundational data governance and quality, business transformation offices, financial transformations, future workforce management offices, and pilots or proof of concepts to boost innovation. A seasoned consultant, her background in program management, data governance, change management, and technology implementations includes experience in leading technology, digital, analytics, finance, and people transformations that improve businesses to meet user needs and win market positions. She started her consulting career managing change for technology adoption at Deloitte, supporting SAP, Oracle, JDEdwards, PeopleSoft, and other ERPs. As technology improved, Gonzalez-Zamora supported her clients in moving to business intelligence, modifying their operations and processes to control their data by developing data governance models. Today, with the boom in analytics and big data, she specializes in analytics and digital-driven business transformations, developing internal capabilities and leading companies through successful programs to increase business speed, capacity, capability, and efficiency.
Oriana Vaccarino, Ph.D.
Manager, People and Change Management Consulting, KPMG Canada
Oriana Vaccarino is a social psychologist, the methodology lead for KPMG’s inclusion and diversity service offering, and a manager in the people and change management consulting practice. She has more than six years of consulting experience, focusing on helping organizations optimize their workforces and the experiences of their employees. She also has in-depth experience working with the topics of substance use and mental health. Dr. Vaccarino has managed and supported multiple diversity, inclusion, and belonging engagements with a variety of organizations in different industries and in multiple languages (English, French, Italian, and Spanish). Her background ranges from developing training on respectful workplace strategies to building DIB strategies and actions across a variety of sectors. As a social psychologist and through her consulting work, she is trained in various stakeholder engagement approaches to mobilize groups, build consensus, and help people unpack and understand their own and others’ perspectives. She has used these approaches to engage diverse communities in the co-creation and evolution of KPMG’s I&D methodology and related tools, with the aim of incorporating representative community voices and today’s realities into the work she leads. Prior to joining KPMG, Dr. Vaccarino completed her Ph.D. in applied social psychology and her M.Sc. in mental health. Both her research and consulting work focuses on incorporating community voices into decision-making processes (e.g., policies, practices, strategies, programs). Through her work with various community groups, she has learned from them the community and business impact of inequities and what makes them feel valued and heard (and what does not). Through this lens, she emphasizes the economic and social opportunities afforded when inequities, and related challenges people face, are addressed.
Session 2 (Part-Two): Interpersonal Communication Skills Needed for Successful Leadership in an Organization
Date: Thursday, July 29, 2021
Time: 1:10–2:10 p.m. ET
Strong leadership qualities are essential to running an effective audit team, and interpersonal communication skills have been an increased focus for many organizations over the years. With the impact of a multigenerational workforce and DE&I strategies, successful leaders must be able to identify the people-centric skills and communication skills that are crucial to a collaborative, efficient, and synergistic team environment.
- Identify effective communication styles for leadership and the skills required to improve relational communications.
- Gain an understanding of the interpersonal leadership skills used organizationally, and the role they play within internal audit communications.
- Identify the role that self-awareness and perception has on communication and team.
- Learn best practices, interpersonal leadership skills, and the various communication types for successful leadership.
Laura Ward, CIA, CCSA, CGAP, CRMA
Internal Audit Manager, City Auditor’s Office, The City of Tulsa
Laura Ward is a 30-year audit professional, serving in audit executive leadership roles in diverse cultural settings. Most recently, she was the Director of the Audit Services Division at the Pascua Yaqui Tribe in Tucson, Arizona. Prior to returning to the government sector, Ward devoted seven years to the credit union movement as Senior Vice President and Chief Risk Officer at Pima Federal Credit Union, and Director of Internal Audit at Vantage West Credit Union ($1.4 billion assets) in Tucson, Arizona. She has served on several boards and began her internal audit career in Calgary, Alberta, Canada. For the past 18 years, Ward has facilitated Leadership Skills and Enhanced Communication across the United States for The Institute of Internal Auditors (IIA), with the last 15 years as distinguished faculty. Her passion is using time-tested communication research to share knowledge and help augment meaningful, effective communication across our profession. Ward specializes in developing internal audit and enterprise risk management programs, where strategic objectives and associated risks are focal points of discussion with senior and executive management.
Pricing and Registration
|Group (For groups of 4 or more)
Not an IIA member? Join now and save.
To register for this event as a Non-IIA Member, first create an event account.
When you arrive at the IIA Market-Events page, select the following from the drop-down menu to register:
- Location: Virtual
- Delivery Format: eLearning
- Date Range From: Select July 27, 2021 on the calendar
- Date Range To: Select July 29, 2021 on the calendar
Traning duration: 4 hours
CPE Hours: 4
Knowledge Level: Basic
Field of Study: Behavioral Ethics
Advance Preparation: None
Delivery Method: Group Internet Based
The IIA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.