Executive Speaker Request

Welcome to the IIA Executive Speaker Engagement Request Form.


Engaging with our Chapters, Affiliates and Partners is one of the most rewarding things we get to do at The IIA and we’re excited and honored that you’d like us to attend your event.

We receive many requests and it’s important that we have all the relevant information so we can balance our leadership team’s calendars and accept as many requests as possible.


To help us consider your request, please complete all the fields in this form – please note that we cannot consider a request until we’ve received a fully-completed form. If you have any questions, please contact pr@theiia.org.


Our leadership team’s calendars are booked several months in advance, so we recommend that you submit a completed form at least 4-6 months in advance for any in-person domestic speaking request, and at least 8-12 months in advance for any in-person international speaking request.


Please note that we’ll still respond to any request regardless of when it’s received, but the further in advance you can submit your completed form, the more likely we are to be able to accept the request.


IIA ONA Affiliates Only: Please complete the Affiliate Conference Submission Form to have your event posted on the Global Events Calendar

Step 1: Identification


Step 2: Your Organization

Select one:*
Select or enter value
Caret IconCaret symbol
Select or enter value
Caret IconCaret symbol
Select or enter value
Caret IconCaret symbol

If you are part of The IIA Global HQ requesting a speaker, please inform your department.


Step 3: Request Details:

Select or enter value
Caret IconCaret symbol

The State of The Internal Audit Profession

Once accepted, our team will contact you with the specific areas that will be covered during The State of The Internal Audit Profession presentation

Please list below the topic you'd like to have covered during the presentation.

Select or enter value
Caret IconCaret symbol
Select
Caret IconCaret symbol

"Other" as Speaker Choice

If you would like to invite another IIA Global HQ speaker to your event, we kindly ask you to use the "Notes about speaker choice" below.


Please list the speaker's name and the reasons you would like to have this person invited for your event.

Sally-Anne Pitt, CIA, CGAP

CHAIR OF THE GLOBAL BOARD OF DIRECTORS 2023-24


Managing Director

Pitt Group Pty Ltd

Australia


Sally-Anne Pitt is the 2023–24 Chair of the Global Board of Directors of The Institute of Internal Auditors (IIA) and has been a Director on the Global Board for the past five years.


Sally-Anne established Pitt Group in 2003 to provide audit and assurance services to the public sector, civil society, and corporate organizations. She has 30 years of leadership experience in operational, service delivery, and consulting roles and is globally recognized as an expert in quality assurance.


She is the author of Internal Audit Quality: Developing a Quality Assurance and Improvement Program. She has helped more than 100 organizations in various countries build their audit and assurance capabilities, including BHP, Telstra, the Australian Department of Defence, the Global Fund to Fight AIDS, Tuberculosis and Malaria, Toyota Finance, and Services Australia.


Anthony J. Pugliese, CIA , CGMA, CITP, CPA

President and CEO

The Institute of Internal Auditors HQ

USA


Anthony J. Pugliese, CIA, CPA, CGMA, CITP, is President and CEO of The Institute of Internal Auditors (IIA), the internal audit profession’s most widely recognized advocate, educator, and provider of standards, guidance, and certifications. Over a career spanning more than 30 years, Pugliese has been a strategic, hands-on leader, directed strategic expansions into major global markets, pioneered innovative educational initiatives aimed at enhancing members’ professional growth, overseen the internal audit function of a major organization, and defined cultural norms toward greater diversity, equity, and inclusiveness (DE&I).


As CEO of The IIA, he drives the vision and management of the over 80-year-old organization with more than 210,000 members, 156 chapters, and 112 affiliates in nearly 200 countries and territories. His focus is on enhancing membership services, creating new approaches to learning and competency development programs, fulfilling The IIA’s multimillion-dollar digital transformation initiative, and enhancing the value of internal audit, particularly in its role of addressing organizational risks and opportunities.


(Read Anthony Pugliese's full bio)

Terry Grafenstine, CIA, CPA, CISSP, CISA, CRISC, CGEIT, CGAP

Senior Vice Chair of the Global Board, 2023–24

Chief Audit Executive | Pentagon Federal Credit Union (PenFed)


Terry Grafenstine is the 2023–24 Senior Vice Chair of the Global Board of Directors of The Institute of Internal Auditors (IIA) and Chief Audit Executive with Pentagon Federal Credit Union (PenFed). She was recognized by The IIA as one of the "Top Ten Audit Thought Leaders

of the Decade" and inducted into The IIA’s Hall of Distinguished Audit Practitioners. She currently serves on both the IIA’s North American and Global Boards of Directors.

Presentation Format*

Important Note for In-Person Events:

For North America in-person Speaking Engagements, we recommend this form be submitted at least 4-6 months in advance of your event,


For International in-person Speaking Engagements, at least 8-12 months in advance is required.


We will still evaluate requests that are submitted outside of these windows, but we’re more likely to be able to accept your invitation with sufficient notice.

Type of Presentation*
Will there be a Q&A?*
Select or enter value
Caret IconCaret symbol
Select or enter value
Caret IconCaret symbol


Step 4: About Your Event

If this presentation is part of a broader agenda/event (conference), please tell us more about the event.

Please provide the event website for more information and registration. (If not available yet, please provide your Institute's / Chapter's / Institution's website.)

(please use numbers only)

(Please use this area to let us know more about the event, how important it is for your region and members, if there is any celebratory event or special date, etc).

(members vs. nonmembers; are they part of a specialized industry, etc.)

Please let us know names and positions of some IIA leadership members and other authorities that will be present at your conference, that way we will be able to plan presentations and scripts accordingly.

Will there be media coverage?*

(if yes, please provide additional details)

Some examples of files you can send to us include:

  • Event Agenda / Program (very advisable)
  • Event Advertisement
  • Event Presentation
  • Etc.
Drag and drop files here or

Step 5: Expenses & Logistics

Please let us know if there are any Visa Requirements to visit your country.


[IMPORTANT] Failing to give us information about this topic may cause your request to be denied.

Disclaimer about Expenses

The IIA is a non-profit organization. All speaker engagements from The IIA team are provided free of charge. However, it is expected that the event host or requester covers logistics-related expenses, including airfare, hotel accommodations, meals, and local transportation.


Additionally, travel arrangements should preferably comply with The IIA Travel Policy, which includes the following guidelines:


(For board members and Executive Leadership)

  • May purchase economy-plus class for flights under 5 hours and business class for flights exceeding 5 hours of continuous flight time.


For further details on travel arrangements and reimbursement processes, please refer to the IIA Travel Policy.

(Please let us know what other expenses will be covered)


Important Information about Presentations:

All PowerPoint presentations will be provided on a standard IIA template in widescreen 16:9 format.


By standard, presentation files will be provided by The IIA Team or speakers up to 15 business days prior to the event.


Any required changes to the date, time, length, and/or presentation topic must be in writing and approved by the speaker and/or The IIA team.


Acknowledgements

Expectations Agreement for the in-person Speaking Engagements

> Confirmation of Events:

a. Only those events listed on this form and agreed to by The IIA in writing will be accommodated. Event types may include presentations at conferences or special events, membership meetings, board meetings, advocacy visits, and/or press conferences.


b. Any subsequent requests for additional events during the visit must be submitted through an additional form and must be accepted in writing by The IIA to be considered final.


c. Once confirmation is received and agreed upon, travel dates will be provided by the executive.

> Cost Recovery Obligations:

a. Hotel and Expenses: In all instances where invitations are accepted, the transportation, accommodations, and other related expenses should be covered by the hosting chapter/affiliate.


b. Airfares: Limited funds are available to support our executive travels to chapters/affiliates. Therefore, whenever possible, the host chapter/affiliate is asked to either reserve or reimburse the executive for airfare (based on the executive’s preference). Please note that in cases of long distance travel, some executives may require business class airfare.


c. Any exceptions must be agreed upon, in writing, at the time of acceptance.

> Event / Speaking Obligations:

a. The following equipment should be provided

  1. Laptop with USB drive and Internet Connection (to download presentation).
  2. Confidence Monitor, showing PowerPoint notes.
  3. Microphone,
  4. Presentation clicker (to advance slides).

> Proper Protocol:

a. The proper protocol involved when hosting events and meetings with both the Global Chairman of the Board and The IIA Global President & CEO in attendance is below.

  1. The Global Chairman is the preeminent leader of The IIA and should always be featured ahead of the Global President & CEO, in speeches, opening ceremonies and introductions, and even on the program itself.
  2. Whenever there is an introduction of the IIA Global delegation, please be sure to always recognize and introduce the Global Chairman before introducing the Global President.
  3. To the extent possible, we also suggest that when building your program you preferably schedule the Global Chairman to speak before the Global President and CEO.

> Host Obligations:

a. The host will coordinate all local transfers (airport, hotel, venue, etc.) and provide written confirmation to the executive at least 30 days in advance of travel (or earlier if requested).


b. Written confirmation for transfers should include:

  1. the pick-up time.
  2. driver’s name.
  3. driver’s mobile phone number
  4. pick-up location, and drop-off location.

If a hired car service is used, include the company name and confirmation number.


c. The host will secure hotel reservations and provide written confirmation to the executive at least 30 days in advance of travel (or earlier if requested).


d. Where applicable, the host will provide a visa invitation letter upon receiving written confirmation of acceptance from The IIA.


e. The host will provide the executive with a detailed itinerary for all events where the executive’s participation is expected (presentations, meetings, remarks, interviews, dinners, receptions, tours, etc.) at least 30 days in advance of travel (or earlier if requested).

I hereby declare that the information provided is true and correct.


This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.