The Dallas Chapter of the Institute of Internal Auditors

Membership Survey for 2009 – 2010 Chapter Year

Every year, the Dallas Chapter of the IIA conducts a survey of their members. The purpose of the survey is to obtain feedback from you in order to plan our chapter year. The Chapter has experienced an amazing increase in membership – 20% and 15% over the last two years. With over 2,250 members, we hope to get a good response so we can better meet your needs. We appreciate your time in answering the following questions!

Regular Chapter Meetings – Pre and Post-Meetings

1. Does your company/organization reimburse you for meeting expenses?

Yes No

2. Do you prefer the chapter’s regular meetings being held on the 1st Thursday of every month as in the past?

Yes (skip to 5) No (If no, answer 3 & 4 below)

3. Which day of the week is most convenient for you to attend?

Monday Tuesday Wednesday Thursday Friday

4. Which week of the month is most convenient for you to attend?

First Second Third Fourth

5. Below is a list of the facilities that we booked during the 2008/2009 year for our regular monthly meetings and seminars. In an effort to collect your preference for future events, please rank the three venues from the most preferred (1st) to the least preferred (3rd):

Venue	1st	2nd	3rd
Cityplace Conference Center
Plano Convention Centre
Doubletree Hotel (near the Galleria)

6. We are interested in pursuing other locations for regular chapter meetings. Which location would you prefer?

South (Downtown area)

North (Dallas Parkway & LBJ)

Northeast (75 & Campbell)

Far North (Dallas Parkway & Legacy)

Other (please specify)

7. How many regular chapter meetings did you attend this year?

1-3 4-6 7 or more None

8. On those occasions when you did not attend the regular chapter meetings, what were your reasons? Check all that apply:

Out of town

Inconvenient location

Conflict with other activities

Day of week

Time of day

Not interested in speaker/topic

Price required to attend

Other (please specify)

9. Would you be interested in attending a morning/breakfast meeting instead of a lunch meeting?

Yes No

If yes, which meeting times would work best for you?

7:00 a.m. – 11: 00 a.m.

7:30 a.m. – 11:30 a.m.

8:00 a.m. – 12:00 p.m.

8:30 a.m. – 12:30 p.m.

Other (please specify)

10. Do you utilize the DART Rail for transportation to monthly meetings?

Yes No

11. Please list any topics/speakers that you would be interested in.

12. Would you like to be a luncheon or pre/post-meeting speaker? If Yes, what topic would you like to present?

Yes No

Topic:

Seminars

1. When you did not attend seminars (Almost Free Seminar in June, Fall Seminar in October, Fraud Summit in March, etc.) in 2008/2009, what were your reasons? Check all that apply:
Out of town	Inconvenient location
Conflict with other activities	Day(s) of week
Time of day	Not interested in speaker/topic
Price of seminar	Other (please specify)
2. Please list any topics/speakers that you would be interested in.

3. If the chapter offered more one- to two-day seminars focused on auditing topics with the same content as the IIA presents around the world at a price of $400 to $500 locally, would you likely attend?
Yes No

Volunteer Opportunities

Our volunteers are the reason for the chapter’s success. While it takes many volunteers to run the chapter, there is no task too small and all efforts are greatly appreciated. Many of our volunteers progress on to become officers and board members. Below are the chapter committees with a brief description of their activities and an estimated time commitment. There are some tasks that can be performed without attending a meeting. Some can even be performed outside normal working hours. Depending on how much time you are willing to give, we can find a spot for you. Please check all committees that you are interested in:
Academic Relations: establish and maintain relationships with area universities; plan the Student Forum and other student-related activities. (10 to 20 hours per year)
Advertising: administer the advertising, primarily companies seeking employment candidates, in the Chapter newsletter and on the Web site. (4 to 8 hours per month)
Assistant Treasurers: assist with various treasurer duties, particularly at the registration tables at monthly meetings. (1 to 2 hours per month)
Audit: perform the required annual audit of the Chapter’s financial records; submit an annual audit report to the Board of Governors and the IIA. (8 to 12 hours per year)
Awards: assist the officers in the selection and procurement of annual awards for Chapter members. (4 to 6 hours per year)
Certifications Program: organize CIA review courses; coordinate certification recognition activities with guidance from the IIA. (4 to 6 hours per month)
Community Service: organize and perform an audit of a local not-for-profit organization with local university students studying internal auditing. (5 to 10 hours per year)
Directory: prepare the annual Chapter Membership Directory. (4 to 6 hours per year)
Education: maintain official Continuing Professional Education (CPE) records for the Chapter; administer attendee feedback (evaluation forms) at Chapter meetings and seminars. (6 to 10 hours per month)
Elections: hold election of officers and board of governors at chapter meeting, call for other nominations. (2 to 4 hours per year)
Employment: maintain listing of job openings provided by employers and resumes of Chapter members seeking employment. (1 hour per month)
Historian: assist the President in maintaining and storing Chapter historical records, documents, awards and recognition received. (1 to 2 hours per month)
Marketing: assist other committees in marketing Chapter activities, particularly seminars, CIA review courses, etc. (4 to 8 hours per year)
Meeting Arrangements: coordinate monthly meetings, (e.g. confirming attendance with facility, selecting menus, reserving audiovisual equipment). In addition to making sure that things go smoothly at the meetings, the volunteer is responsible for all of the facility contract negotiations and venue researching on the front end. (8 to 10 hours per month)
Membership/Member Retention: contact prospective members and provide information regarding the Chapter; help new members get acquainted and send welcome information. (12 to 16 hours per month)
Membership Communications: gather, organize and edit newsletter materials for transmission to Webmaster. Review and edit all mass e-mails to members. (5 to 10 hours per month)
Name Badges: maintain name badges for monthly luncheon meetings; administer door prize drawings at meetings. (3 to 4 hours per month)
Programs: plan and arrange for speakers for monthly luncheon meetings; coordinate speaker logistics. (10 to 20 hours per year)
Research Trustee: maintain library of materials received from IIA Research Foundation. (1 hour per month)
Research Project: organize and perform annual Chapter research project. (20 to 40 hours per year)
Reservations: maintain reservations for the monthly luncheon meetings. (3 to 5 hours per month)
Seminars: plan and arrange seminars, including coordinating facilities for each seminar. (5 to 10 hours per seminar)
Speakers Bureau: maintain a list of internal audit professionals that speak about audit related subject. (5 to 10 hours per year)

Other

1. How would you rate your overall satisfaction with the Dallas Chapter?

Excellent Good Fair Poor

Comments:

2. What suggestions do you have to improve the Dallas Chapter?

If you expressed interest in volunteering and/or you would like to be entered in the drawing for the free registration for a 2½ day IIA seminar in 2009 or a $50 American Express gift card, please provide the following information so we may contact you: