South Carolina Chapter Meeting

Carolinas CU League Offices - Irmo, SC

 

South Carolina Chapter

2019 Spring Meeting

This is an opportunity to hear from some great speakers on relevant topics and to meet face-to- face with your local ACUIA members and peers. Please join us.

Monday May 20, 2019

Carolinas Credit Union League

7440 Broad River Rd., Irmo, SC

  • 9:30: Welcome and ACUIA Announcements
  • 9:45: Hot Topics in Credit Union Internal Audit

Chris Purvis, Shareholder, Elliott Davis

Mark Scriven, Senior Manager, Elliott Davis

www.elliottdavis.com

  • 11:00: Elevating the Visibility and Credibility of Internal Audit

Olivia Whipple, Owner and Founder of The Audit Library

www.theauditlibrary.com

  • 12:00: Open Group Discussion
  • Group lunch for those interested at a local restaurant

There is no fee to attend your SC ACUIA chapter meeting!

 

Speaker Bios

Chris Purvis, Shareholder, Elliott Davis

Chris has more than 15 years of experience providing audit and consulting services for financial institutions. Prior to joining Elliott Davis in 2009, Chris was employed as the Controller of American Founders Bank, a mid‐sized community bank headquartered in Lexington, Kentucky. Chris' prior experience in public accounting was with BKD, LLP in Louisville, Kentucky and Dean, Dorton & Ford PSC in Lexington, Kentucky. Chris' primary focus in public accounting has been in providing services for financial institutions; including external audit, internal audit, regulatory compliance, Bank Secrecy Act reviews, external loan reviews, and other consulting services. His client base has included both public and privately owned financial institutions ranging in size from $80 million to over $5 billion in total assets. Chris also has assisted clients with mergers and acquisitions, branch purchases and sales,

and capital raises. Chris also serves as the Leader of the firm’s Credit Union Practice.

Mark Scriven, Senior Manager, Elliott Davis

Mark focuses on providing accounting and assurance services to clients in the financial institution industry sector. With approximately eight years of public accounting experience, he has worked with financial institutions ranging in size from $80 million to more than $300 billion in assets. Mark’s service experience includes both public and private institutions. In addition to traditional external audit experience, Mark has assisted clients through outsourced and co‐sourced internal audit engagements as well as various consulting solutions including financial due diligence services, private equity valuation services and SEC filings including comfort letters. Further, Mark is a firm specialist in both SOX/FDICIA internal control audits and Interest Rate Risk reviews.

Olivia Whipple, CIA, Owner and Founder of The Audit Library

Olivia is a Consulting Partner and co-founder at The Audit Library Consulting Group. She manages teams to perform assurance consulting engagements, develops risk-based audit plans, and creates custom audit governing documents for credit unions. Olivia has over fifteen years of financial institution and audit industry experience. She was an Audit Senior at a regional CPA firm, specializing in financial industry clients, prior to transitioning to Internal Audit. Olivia served as the Chief Audit Executive at a credit union with over $1.3 Billion in assets and was responsible for developing audit plans and programs, managing teams, and reporting results. Olivia worked directly with executive management, the Supervisory Committee and the Board of Directors, and implemented many cost and time-saving measures. Unable to find a solution for templates and the other required documents she needed as an audit leader, resulting in lost productivity when these were developed in-house, Olivia decided to create a service to fill this void in the market. In 2018, Olivia launched The Audit Library, an online document subscription service for Internal Auditors. A lifelong writer, Olivia authors The Audit Library Blog, an online publication about auditing theory, practice, and the unique challenges and opportunities auditors experience. In 2019, The Audit Library expanded into assurance consulting, upon the advice of clients who expressed the need for providers with industry experience. Olivia has volunteered and performed speaking engagements for various professional and industry organizations. Olivia holds a Bachelor of Arts from The University of Oregon and a Post-Baccalaureate Accounting Certificate from Portland State University. She is a certified Internal Auditor (CIA) and lives in the Charlotte, NC area.

 

Event Date: 
2019-05-20T00:00:00
Discipline: