Functional Integration

Functional Integration Team (FIT) launched, members include Kimberly Weber, Sam Babajide, Paul Tyler and Laura Buchhorn.

Four working groups have been established to focus on key priorities:

• Service Delivery: articulate how internal audit services will be delivered and communicated across the integrated institution by identifying and evaluating processes, workflows, and protocols.
• Roles & Culture: evaluate internal audit’s organizational structure by reviewing team roles, assessing skills and compensation, and recommending any realignments needed to support integration.
• Standardization: develop a unified audit strategy by standardizing audit tools, systems, and templates for consistency.
• Governance & Strategy Review: develop a unified audit strategy byidentifying relevant policies, governance bodies, and regulatory requirements affecting Internal Audit, as well as defining metrics and reporting standards for the integrated audit function.

Functional Integration Team (FIT) has launched, members include Karl Miller-Lugo, Sonia Vasquez, Abigail Risley, Cheri Wiese, Rebecca Anderson, and Sabrina York.

Seven working groups completed discovery work that led to the formation of three new cross-functional groups focused on key priorities:

• Advancement Systems & Data Strategy: assess and recommend paths for aligning systems, data, and reporting to support seamless operations and inform long-term planning, while ensuring continued functionality across both institutions.
• Donor Experience: evaluate and propose interim approaches to provide consistent and high-quality donor experiences across both institutions, ensuring coordinated stewardship, reporting, and frontline engagement during the campaign wind-down and bridge to the future state.
• Stakeholder Communications Engagement: develop and coordinate a unified internal and external communications and engagement strategy to ensure consistency of message, brand, and constituent experience across both institutions.