The Phoenix IIA Annual Conference is May 16!!
Register early to secure your spot and save some $$$!
Early bird pricing ends 4/22.
Registration Closes May 13th
PERA Training & Conference Center
Sandhill Conference Room
1 E Continental Drive
Tempe AZ
8:00 am - 5:00 pm
7 CPE Hours

This year's annual conference will be held at the PERA Conference Center. Join us for a full day event with great speakers, topics, and networking opportunities.
 
Positioning Audit Professionals for Future Challenges: Technology and the Global Internal Audit Standards
In this session, attendees will gain a comprehensive understanding of the Global Internal Audit Standards, including the foundational principles that govern internal audit practices worldwide. We will explore how these standards emphasize the importance of technology, making it clear that internal auditors are expected to leverage technology and innovation to deliver services effectively. This approach calls for innovative, human-centered strategies to transform the audit function and enhance organizational value.

Additionally, attendees will receive actionable insights and practical steps to help them embrace the future. They will learn how to step into the role of strategic advisors as they navigate the evolving landscape, with a focus on how the Global Internal Audit Standards can support this transition.

Key Areas of Discussion:

  • Overview of the Global Internal Audit Standards
  • Global Internal Audit Standards Focus on Technology
  • Embracing Innovation and Technology – Why Now?
  • Positioning Audit Professionals for Future – Action Plan
 
Leadership Training
Session Objectives:
  • Explore best practices relating to audit methodology
  • Understand techniques for practical implementation of an agile audit approach
  • Learn how to build a high-performing internal audit team
  • Explore best practices for utilizing/leveraging tools and technology
  • Learn about project management techniques, the risks that cause project failures and how to assess project success
Session Agenda:
Part 1 (Internal Focus)
  • Introductions
  • Driving Change and Innovation
  • Strategic Planning
  • Risk Management/Audit Planning
Part 2 (Internal Focus Continued)
  • Reimagining the Audit Approach
  • Building a High-Performance Team
  • Leveraging Technology
  • Project Management
Part 3 (External Focus)
  • Audit Reporting Transformation
  • Management Engagement/Communication Skills
  • Presentation Skills
  • Audit Committee Engagement
Part 4 (External Focus Continued)
  • Leadership and Decision-Making
  • Quality Assurance and Continuous Improvement
  • Career Acceleration Moves
  • Wrap-Up and Reflection​​
 
Beyond the Audit: Mastering Communication for Influence and Impact
Internal auditors excel at analyzing data, identifying risks, and ensuring compliance. But their success isn’t just about technical expertise—it’s about how well they communicate their findings and collaborate with stakeholders. Too often, their insights are met with resistance, misalignment, or even mistrust, not because of what they say but because of how they say it.

This interactive workshop bridges the gap between technical skills and interpersonal effectiveness. By developing negotiation strategies, message clarity, and stakeholder awareness, participants will learn to turn potential friction into productive partnerships. Auditors can ensure their insights drive action, not conflict, with the proper communication agility.

What You’ll Learn:

  • Negotiation for Win-Win Outcomes – Navigate misalignment and build trust to turn challenges into solutions.
  • ABT Framework for Clear Messaging – Structure your communication so your insights get noticed and acted upon.
  • Adapting to Virtual vs. Face-to-Face Dynamics – Master the nuances of different meeting formats to enhance engagement.
  • Understanding the CEO Mindset – Gain insights into what internal stakeholders genuinely value, how they think, and what keeps them up at night.

This session will equip auditors with the communication agility they need to build stronger relationships, influence decision-making, and ensure their work drives meaningful change.

 

May 16, 2025
8:00 am - 8:10 amWelcome Announcements
8:10 am - 10:00 amPositioning Audit Professionals for Future Challenges: Technology and the Global Internal Audit Standards
Speaker: Elizabeth Sullivan CIA, CCSA, CRMA, Director of the Global Board of Directors, The Institute of Internal Auditors
10:00 am - 12:00 pmLeadership Training
Speaker: Neil Freiser CIA
12:00 pm - 1:00 pmLunch
1:00 pm - 2:00 pmLeadership Training
Speaker: Neil Freiser CIA
2:00 pm - 4:00 pmBeyond the Audit: Mastering Communication for Influence and Impact
Speaker: Dean Newlund, Chief Executive Officer, Mission Facilitators International (MFI)
4:00 pm - 5:00 pmNetworking
Elizabeth Sullivan CIA, CCSA, CRMA
The Institute of Internal Auditors

Elizabeth Sullivan is the incoming 2025-26 Chair of the North American Board and a 2025-26 Director of the Global Board of Directors of The Institute of Internal Auditors (IIA).

Elizabeth is the Vice President, Chief Risk and Audit Officer at the Washington Metropolitan Area Transit Authority (WMATA) and heads its Audit and Compliance department. With over 28 years of audit, risk management, financial industry, and public sector experience, she leads the internal audit function in providing assurance and advisory services that enable change for strong organizational governance and effective risk management and internal control systems.

At WMATA, in addition to the internal audit function, Elizabeth oversees external assurance and regulatory compliance, risk and business advisory services, and intergrated risk management systems. Her department facilitates WMATA’s enterprise risk management (ERM) program, which is designed to enable proactive management of risks to help achieve strategic, operational, financial, and compliance objectives. Prior to joining WMATA, Elizabeth spent 18 years in the financial industry, providing progressive leadership in corporate risk management and internal audit.

Elizabeth began her service to The IIA at the chapter level, and continued through to the Global Member Competency and Learning faculty and the North American Board. She is the current Chair of the American Public Transportation Association’s Committee of Audit Professionals and is committed to establishing and promoting standards of performance and conduct for audit organizations within the transit industry.

Elizabeth is a Certified Internal Auditor (CIA), and holds a Certification in Risk Management Assurance (CRMA) and a Certification in Control Self Assessment (CCSA).

 
Dean Newlund
Mission Facilitators International (MFI)

Recognized by some of the world’s most influential organizations, Dean Newlund is a consultant, facilitator, coach, speaker, author, and leadership expert who is awakening organizations to fulfill their purpose. With a career spanning over 30 years, Dean has worked across five continents to build the capacity for transformative leadership, mindful organizations, strategic collaboration, and thriving cultures.

As the Chief Executive Officer at Mission Facilitators International (MFI), a boutique consulting firm headquartered in Phoenix, Arizona, Dean has dedicated his career to helping leaders, teams, and their organizations grow their people, clarify their visions, and implement their plans. His work has touched the lives of tens of thousands of employees, leaders, and board and community members, helping them resolve complex challenges and discover new opportunities.

Under Dean’s leadership, MFI has worked with scores of Fortune 500 companies, nonprofits, educational institutions, and family-owned companies nationally and in 19 countries. Grounded in age-old wisdom, modern-day learning models, neuroscience, business acumen, organizational development, and consulting, the MFI approach has helped companies increase sales and engagement, create high-performing teams, cultivate leaders, and improve company cultures.

Dean is also a skilled trainer, speaker, and author. He has been a columnist for major newspapers and has authored dozens of articles and white papers. In 2019, he presented on the TEDx stage, and he hosts a popular podcast called Leadovation: Reimagine. Facilitate. Flourish.

Dean is driven by the belief that understanding our purpose, acknowledging our truth, honoring our intuition, and forging genuine connections with others empowers us to transform our lives and workplaces. He envisions a world where, as each person cultivates new mindsets and skills, the fabric of our society is gradually repaired.

 
Neil Freiser CIA
  • Began career in public accounting; primarily with EY & PwC
  • Served as CFO in two companies and worked in a variety of financial leadership roles including global head of financial reporting compliance for Viacom
  • Fortune 500 CAE for ≈ 15 years; transformed entire function
  • Former Chair for CAE Roundtable and Cybersecurity Collaboration Conference
  • Served the professional association (IIA) at the chapter, district/region, North American and Global level over ten+ years
  • Featured presenter on Audit Reporting Transformation at GAM
  • Board Chair for private company
  • Credentials: CIA, CPA (inactive), Qualified Assessor
 

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