2019 Houston IIA Annual Conference
Margie Bastolla
Margie Bastolla Facilitations

Margie is a trainer and consultant who helps internal auditors build productive, supportive relationships in the workplace and deliver impactful, well-written audit reports. Margie has trained hundreds of organizations in over 40 countries on audit report writing, leadership skills, and risk-based auditing. Her clients include Fortune 500 companies, the United Nations, the U.S. military, IIA Chapters, and many private and public-sector organizations globally. Previously, Margie served 20 years as an executive and director for The Institute of Internal Auditors, Inc. in Altamonte Springs, Florida. She and her husband reside in Orlando, Florida. Margie is a CIA and CRMA.

Sonny Brandtner
Senior Director
Briggs & Veselka

Sonny is a Senior Director at Briggs & Veselka Advisory Services. He has been a visiting lecturer on risk and controls for 5 years at the University of Texas in Austin - Graduate School of Business. Sonny’s career includes 20 years of big-four experience, including as a Partner at Deloitte and Director at PwC. He also previously served as Director of Internal Audit for Burger King, US Oncology and Asset Management Real Estate Services Company. He previously served on the IIA Houston Chapter’s Board of Governors for 10 years. He also served a two-year term on the IIA Global Academic Relations Committee and as President of the IIA South Florida Chapter.

Norman Comstock
Managing Director
UHY Advisors TAP, Inc.

Norman is President and Managing Director of UHY Advisors TAP, Inc., a subsidiary of UHY Advisors. He has over 25 years of experience in providing strategic consulting services. Norman advises clients on enterprise risk management, IT assurance and governance, and cybersecurity. He is also an Instructor for courses in Business Ethics, and Governance, Risk, and Compliance at the C.T. Bauer School of Business at the University of Houston. Norman served as VP of Technology for the IIA Houston Chapter (2011–2014) and as President of the ISACA Houston Chapter (2012–2016). Norman graduated from the University of Houston with a Bachelor of Business Administration in Accounting and received an MBA and Master of International Business from University of St. Thomas. Norman has spoken at many IIA, ISACA, and IT conferences regarding governance, risk, controls, and cybersecurity over the past 15 years, including at The IIA’s All-Stars Conference and The IIA’s GRC Conference.

Dr. Bill Crawford
Crawford Performance Solutions

In addition to holding a doctorate in psychology from the University of Houston, Dr. Crawford is also a licensed psychologist, author of seven books, and organizational consultant. Over the last 30 years, he has created more than 3,500 presentations for such organizations as Sprint, Shell, The American Medical Association, PBS and many other organizations and professional associations, both nationally and internationally. In addition, his two PBS specials have been seen by more than 15 million people, and he has been quoted as an expert in such diverse publications as The New York Times, Entrepreneur, The Chicago Tribune, Investor’s Business Daily, and Working Mother, just to name a few.

Mary Daugherty
Senior Special Agent (Retired Bureau of ATF)
Tab Cooper & Associates, LLC

Mary, a retired Senior Special Agent with the Bureau of Alcohol, Tobacco and Firearms, is the leading criminal interviewer and instructor in the interviewing technique that was the basis for the FOX television series “Lie to Me”. Researchers in psychotherapy bestowed the title of “Truth Wizard” upon Mary as she can accurately detect all forms of deception over 80% of the time. Agent Daugherty conducted thousands of interviews during her 27-year career. Working as an undercover agent for ten years infiltrating the most violent and dangerous criminal organizations in Texas, she was honored by the 100 Club of Houston as "Officer of the Year" for the Gulf Coast region of Texas. Mary became an internationally renowned instructor training the trainers for government agencies in the U.S. and abroad. Senior Special Agent Daugherty (retired) finished her career as an ATF Intelligence Officer assigned to the FBI Joint Terrorism Task Force.

Coy Davis
Special Agent

Coy Davis is a Special Agent in the White Collar Crimes branch of the Federal Bureau of Investigations (FBI). Coy began his career working for KPMG in Houston before joining the FBI in 2012 where he became the terrorism financing coordinator, investigated white collar crimes, and was a member of the SWAT team. Coy was transferred to the FBI Houston division in December 2017 where he continues to investigate white collar crimes. He is a CPA in Texas.

Paul Douglas
Consulting Director
Postlewaite & Netterville

Paul is a Consulting Director based in Baton Rouge and leads P&N’s IT risk advisory and IT compliance services practice. He helps clients navigate complex security and privacy laws and create strategic action plans. He works with a diverse group of clients in the government, healthcare, technology, financial institution, and education industries. He has assisted a global organization develop and implement their GDPR compliance program. Paul graduated from Louisiana State University and their Internal Auditing Program.

Jay Gubrud
Professional Speaker
Jay Gubrud, Inc.

Jay is a catalyst for performance improvement. He is a dynamic professional speaker, trainer, author and consultant who has been presenting across industries and audiences for over eighteen years. His programs challenge participants to eliminate the everyday roadblocks to their success. Jay has an innate ability to relate the trials of life and business in a way that everyone can relate to … Cars and Driving! Jay believes that regularly moving out of your comfort zone and improving your performance are key to personal and professional success and satisfaction.

Bill Jenkins

Bill, as a Manager in PwC’s U.S. Advisory practice, provides cyber security insights and recommendations to CISO/CSO professionals. His cyber security skills and experiences make him a frequent selection on client engagements that are facing challenges in establishing, maintaining and maturing a corporate-wide cyber security program. He organizes, leads, and delivers information protection and compliance projects across highly regulated industries addressing security and privacy controls in balance with operational imperative.

Bill takes an integrated approach to satisfy customer, business, and regulatory concerns in response to evolving risks. He leverages his management, networking, and systems engineering background to be an organizational catalyst – connecting the dots and establishing relationships critical to effective performance.

David Kirtland
Axia Partners

David is a manager in the compliance consulting practice for AXIA Partners, a Houston-area consulting firm that specializes in helping mid-market, private and public companies with their financial and IT needs. His areas of expertise include accounting systems and internal controls, fraud education, fraud prevention, and process efficiency identification. David is currently the Vice President of the Houston Chapter of Certified Fraud Examiners and a graduate of the University of Houston with a BBA and MS in Accounting. He is a CIA, CRMA and CFE.

John-Michael Kretz
Managing Director

John-Michael helps lead the Accounting Advisory Services business unit in Dallas, with a focus on Accounting Change Services, IPO Readiness and Buy-Side and Sell-Side transaction support. He has led numerous large-scale revenue recognition accounting change projects from assessment through implementation. John-Michael completed a rotation within KPMG’s Department of Professional Practice developing firm guidance under the FASB’s Accounting Standards Codification and is a member of KPMG’s Revenue Recognition Network. Additionally, he has served as a national instructor on various topics, including revenue recognition, business combinations and leasing.

David Losacco
Stinnett & Associates

David is a Principal with Stinnett & Associates with more than 23 years of experience performing control reviews over business process, information technology and application control environments. He has served clients in various industries including, energy, manufacturing, construction and telecommunications. As one of the IT control leads for the firm, David is responsible for IT audits and services for clients across all industries. David is a CPA, CIA, CISA and an Associate Business Continuity Professional.

James Mihills
Partner - Financial Institutions Consulting

James has more than twenty years of experience serving financial institutions. He has performed internal audits for banks with assets ranging from less than $100 million to more than $10 billion. He manages the audit plans for numerous banking clients, including developing risk assessments; preparing audit plans, scopes and schedules; supervising audit staff and reviewing audits; discussing audit findings and appropriate corrective actions with management; preparing audit reports; and presenting audit reports to audit committees. He also conducts independent interest rate risk and liquidity risk reviews for financial institutions across the nation. James is a member of the AICPA and The IIA. He earned a bachelor’s degree in Accounting from Texas A&M University.

Naohiro Mouri
IIA Global Chairman

Naohiro is Executive Vice President and Chief Auditor of American International Group (AIG), a global property- casualty, life and retirement, and general insurance company based in New York. In a career spanning more than 20 years, Mouri-san has held a number of chief auditor positions. Before joining AIG, he was a Statutory Executive Officer, Senior Vice President and Chief Auditor for MetLife Alico Insurance K.K. Japan. He also led the audit departments at J.P. Morgan Asia Pacific; Shinsei Bank; Morgan Stanley Japan; and Deutsche Bank Japan. He began his career at Arthur Andersen in Atlanta and Tokyo.

Committed to supporting internal audit professionals, Mouri-san also has held numerous board and volunteer leadership positions at The IIA, including International Secretary (2007-08), Vice Chairman – Professional Development (2008-09), Vice Chairman – Professional Guidance (2015-16), Vice Chairman – Professional Practices (2016-17), and Senior Vice Chairman of the Global Board (2017-18). He has been an IIA-Japan director since 2003. Mouri-san served 2001-06 as the first elected president of the Asian Confederation of Institutes of Internal Auditors (ACIIA). ACIIA recognized him with its “Outstanding Contribution in the Field of Internal Auditing” honor in 2016.

Mouri-san advocates for the profession through The IIA and other industry forums, and he has lectured at a number of universities in Japan, including the Meiji University Graduate Program for Professional Accountancy and Senshu University. Mouri-san co-authored “Korega Kinyukikan no Naibukansa da (This Is Internal Audit for Financial Institutions),” which is available in Japanese and Mandarin.

For his IIA Chairman’s theme, Mouri-san chose “Emphasize the Basics. Elevate the Standards” to underscore how important conformance to the Standards is in ensuring internal audit remains relevant. “It is my hope that my theme will be a constant reminder that we must use all the tools provided by the Standards to build a foundation upon which to stake our professional claim,” Mouri-san said. “If each of us strives to elevate the Standards in our daily practice, then together we can raise the profession to new heights.”

Mouri-san is a CIA and CPA. He earned a bachelor’s degree in Accounting from Georgia State University.

Marie Myers
CFO and Digital Disruptor

Marie has been a pioneer in the adoption of robotics and automation, and recently joined UiPath, which is a market leader in Robotic Process Automation. In her previous role as Global Controller for HP Inc., she led a global organization of 2,200 employees to ensure operational excellence, accelerate profitable growth and cultivate a culture of innovation.

Active in community service, Marie is a passionate advocate of diversity and education. She founded and is President Emeritus of Anti-Gray Market Alliance Board. She serves on the boards of Finance Executive International, the Institute of Internal Auditors, the Association of Women in Computing, the Houston Chapter of the National Association of Women MBA’s, the University of St. Thomas, the Girlstart Council for Houston and the University of Queensland in America, Inc.

Marie has been recognized by Women in Computing and was named to the Top 40 under 40 in Finance. She also was chosen as one of the Top 20 Most Powerful Business Women in Texas and was recognized by the University of Queensland as its Alumna of the Year. In 2017, Marie was named HP’s Working Mother of the Year.

Marie earned a Bachelor of Arts in Political Science and a Bachelor of Economics from the University of Queensland, Brisbane, Australia. She also earned a Master of Business Administration and a Master of Accounting from the University of St. Thomas, Houston.

Tom O’Reilly
Internal Audit Practice Leader

Tom is the Internal Audit Practice Leader at AuditBoard, a SaaS-based solutions provider revolutionizing the way enterprises collaborate, manage, analyze and report on critical internal controls data. Prior to AuditBoard, Tom was the Vice President and General Manager of Internal Audit at MISTI, where he was responsible for the strategic direction and oversight of all internal and IT audit-related training programs. In addition, Tom was previously the Director of Internal Audit and Chief Audit Executive at Analog Devices and an Internal Audit Manager in EY’s Risk Advisory practice. While the CAE at Analog Devices, Tom founded the CAE Leadership Forum, a New England-based group of 200+ CAEs and internal audit leaders that met bi-monthly to learn from internal audit subject matter experts.

Less Stoltenberg
Chief Information Security Officer
MD Anderson

Less is the Chief Information Security Officer at MD Anderson Cancer Center, leading a team of nearly 40 professionals focused on protecting MD Anderson’s information resources. Since joining MD Anderson in 2013, he has systematically improved the security program from both a technical and human threat perspective. In 2015, with the assistance of Internal Audit and working with other senior leaders, the Institution started seriously looking at and addressing insider threats and started an insider threat working group. Less holds the certifications of CPA and CISP.

Dan Thurmon
Motivational Works, Inc.

Dan is the author of two books, a renowned speaker, and a recognized expert in delivering peak performances – on stage and in the workplace. He began his performance career at eleven years old, crafting a one-man-show incorporating comedy, juggling and acrobatics. This enabled him to, at a very early age, develop a strong work ethic and learn fundamental lessons about performance excellence.

Dan graduated from the University of Georgia with a degree in Marketing and Management. He has also extensively studied Personal Development and developed a unique methodology he teaches to audiences and clients. A recent inductee to the prestigious “Speakers Hall of Fame,” Dan delivers experiences that go beyond motivation, teaching concepts and skills in a highly engaging and entertaining manner. He incorporates his lifelong performance skills to create high impact events. His programs have educated and uplifted Fortune 500 companies, young audiences, and even the troops on the front lines of Afghanistan and Iraq.

Dan’s philosophy can be summarized by the title of his book, Off Balance On Purpose. He believes that we will never achieve “perfect balance” and should, instead, learn to embrace uncertainty and initiate positive changes that lead to growth. Also, we should go beyond the pursuit of “success” and enhance our life experiences and professional endeavors with purposeful, positive contributions.