Director, Internal Audit Training
Phil is Director of Internal Audit Training for CPEinteractive, and Principal/Managing Member for FloBiz & Associates, LLC an internal audit and consulting services company.
Phil was the Chief Audit Executive (CAE) at a not-for-profit public corporation for over 16 years. Phil’s experience includes banking, public accounting and cost accounting. He also has over 30 years of auditing/ management experience.
In his 16 years as the Chief Audit Executive (CAE) Phil was responsible for the maintenance/development of the Internal Audit function that included leadership, risk assessment/audit planning, communication with management/board, staff hiring/ development and other administrative/operational activities. He transformed the function to enable audit coverage of the total organization. In cooperation with two other CAE’s he developed an Internal Audit Leadership Development Program that assisted in the development of over 30 future audit leaders.
Phil currently serves as a Trustee on the IIA Research Foundation (IIARF). He is a past Chair of the Institute of Internal Auditors (IIA) International Committee, the Committee of Research & Education Advisors (CREA). He also is a past Vice President of Research for the IIARF. He has served on IIA International Committees for over 12 years, Public Sector and CREA. He is an active member of the Institute of Internal Auditors (IIA) Austin Chapter and is a past President. Phil received the IIA Austin Chapter’s 2006 Practitioner of the Year Award. He is also a member of the Information Systems Audit and Control Association (ISACA) and has served on the three Program (2007 & 2008 IT Audit Management Forum & 2010 International Conference Task Force) Committees. Phil is a member of the Association of Certified Fraud Examiners and Project Management Institute.
Phil also has significant experience in conducting and receiving External Quality Assessment/Peer Reviews. He has participated in the State Agency Internal Audit Forum (SAIAF, a group of Texas State Agency CAEs/Directors) and has participated in/led six External Quality Assessments/Peer Reviews of other audit shops and served as the mediator for a peer review dispute resolution. He also has participated on two External Quality Assessment teams for the IIA. In addition the Internal Audit function led by Phil received four External Quality Assessments plus he performed internal assessments.
He has been a frequent speaker at various national, regional, state and international conferences over the past ten years. He also has provided training on numerous subjects related to internal auditing, leadership, quality assessments, governance/IT governance ethics, risk assessment/management and IT audit.
Phil received a B.S. in Accounting from Virginia Commonwealth University. He is a Certified Internal Auditor (CIA), Certified Information Systems Auditor (CISA), Certified Fraud Examiner (CFE) and has a Certification in Control Self-Assessment.