James D. Hallinan CPA CIA CFSA CBA
Independent Business Consulting Services

JIM HALLINAN

Jim Hallinan is an independent business consultant specializing in internal audit and risk/control related independent review services, quality assessment, and training and development. Jim has over 25 years of diversified corporate internal audit and related independent business consulting experience. He has extensive experience in the banking industry. Jim has been approved by the Pennsylvania State Board of Accountancy as an official Continuing Professional Education (CPE) Program Sponsor.

Jim has worked on a number of major quality assurance related projects for the Institute of Internal Auditors (IIA), the recognized global leader of the internal audit profession. Such projects have included:

  • Performing as a Team Member and Team Leader/ Project Manager for select IIA Quality Assurance Reviews.
  • Being a contributing author of the IIA’s Quality Assessment Manual (4th Edition).
  • Functioning as the primary individual responsible for the re-write/ updating of the IIA’s Quality Assessment training and development course (to coincide with the publication of the 4th Edition of the QA Assessment Manual).

Prior to the start of his independent business consulting career in 1998, Jim had a successful 16 year corporate career at CoreStates Financial Corp, the largest headquartered banking institution in Philadelphia, PA at the time of its merger with First Union Corporation (now Wachovia/ Wells Fargo). He functioned as Vice President for the Internal Audit Division at CoreStates, where he was responsible for the planning, implementation and oversight of various major financial, operations, subsidiary, regulatory and international audits. Jim managed various domestic and international audit assignments including ones located in: Philadelphia, PA (corporate headquarters); New York, NY; Los Angeles, CA; Houston, TX; Pittsburgh, PA; Wilmington, DE; London, England; Sydney, Australia; Hong Kong; Tokyo, Japan; and Taipei, Taiwan. He also served as Vice President and Director of Professional Practices and Quality Assurance. Throughout his corporate career he was actively engaged in creating and leading various in-house and external training and development programs for the division, as well as, coaching and mentoring personnel from a professional/ career and personal development perspective.

Jim has earned the following accounting/ audit related professional certifications:

  • Certified Public Accountant (CPA)
  • Certified Internal Auditor (CIA)
  • Certified Financial Services Auditor (CFSA)
  • Certified Bank Auditor (CBA)

Jim is an active member of the following professional organizations:

  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • Institute of Internal Auditors (IIA)/ Financial Services Auditors Group (FSA) 

In addition to his primary business consulting activities, Jim is also a Life Transformation Coach and a Certified Life Purpose and Career Coach. He earned his coaching certification by successfully completing a comprehensive three-month tele-training program and examination conducted by the Life Purpose Institute. He recently started his own life/ career transformation coaching and training practice - Life Transformation Resources www.lifetran.com.

Jim is also an inspirational writer and speaker. His first book, Poem Power! "A Miracle For You" was published by Infinity Publishing and can be accessed on-line for viewing and ordering at: 

 

http://www.bbotw.com/description.asp?ISBN=0-7414-1517-8

Contact Jim Hallinan/ Independent Business Consulting Services at:

jamesdhallinan@gmail.com

610-202-2255

Related website links for Jim Hallinan:

Poem Power! 
www.poempower.com

Life Transformation Resources  www.lifetran.com

EVENT UPDATE(S):

2011 and Beyond: Coming Soon

2010:

December 2010 (All Day)

Featured Speaker on behalf of McDevitt and Kline, LLC for the following all day continuing education seminar:

"Auditing Anti-Money Laundering/ Terrorist Financing Controls"

Friday July 30, 2010 (11am - 1pm):

Featured Speaker on behalf of McDevitt and Kline, LLC for the following 2 hour  continuing education webinar:

"The GO Method for Success! How To Transform Problems and Limitations Into Unlimited Growth Opportunities"

Saturday June 26, 2010:

Featured Speaker on behalf of McDevitt and Kline, LLC for the following full day continuing professional education session:

"Introduction to Governance Auditing: Strategic Opportunities and Considerations for Assessing and Enhancing Key Entity Level Controls"  
 
Saturday May 22, 2010: 

Poem Power! Book Signing Event at the 2nd Annual Charity Parking Lot Sale (hosted/ presented by Keller Williams Realty Midway and KW Cares at 200 Municipal Drive Thorndale, PA.) from 9AM - 2PM! Proceeds Benefit K9 Companions and DVCCC!

Saturday May 15, 2010: 

Poem Power! Book Signing Event at the Old Caln Meetinghouse Flea Market Event (located at North Bailey Road and East Kings Highway (Rt. 340) in Thorndale, PA.) hosted by the Old Caln Historical Society from 9AM - 2PM!
  
 

January 11, 2010 (Stress Coping Skills):

Featured Speaker at the Financial Executives Networking Group (FENG) Session/ Meeting in Philadelphia. 
 
2009:

Featured Speaker on behalf of McDevitt and Kline, LLC for five full day continuing professional education sessions in November/ December 2009. Event Titles and Dates follow:

"Introduction to Governance Auditing"
 
December 11, 2009

"Sarbanes-Oxley Revisited:
Fundamentals and Advances in Auditing Internal Control -
Moving from Effectiveness to "Efficiency"... and Beyond!"

November 13, 2009
November 14, 2009
November 20, 2009
November 21, 2009

9/12/09 Cat-Pickering: Poem Power Book Signing Event

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