you will learn about:
Using AI for Analytics for Based on the Tool of Your Choice
What will be covered in this session
In this session, multiple members of the Williams Energy internal audit team will walk through how they used AI tools to perform data analytics in real audit work. Rather than forcing everyone into a single platform, the team adopted a shared AI analytics framework and then applied it using the tools each person preferred or that best fit the problem. Attendees will see how the same framework translates across different technologies and skill sets while still producing consistent, audit-ready outcomes.
The presenters will share their screens and demonstrate key parts of their workflows, including how they framed the question, guided the AI, validated results, and turned outputs into usable audit insights. They’ll also discuss practical lessons learned, what worked well, and what they would do differently next time. Where possible, they will reference real results and outcomes while respecting confidentiality and sensitive information. The goal is to give you a repeatable approach you can bring back to your team, regardless of which analytics or AI tools you use.
About Speakers
Terry D. Lohnes, CSP, LSS Green Belt
A senior auditor with extensive experience in operational risk management, safety management systems, and regulatory compliance across the energy, public transit, aviation, and defense sectors. He leads and supports compliance reviews and safety-culture assessments focused on operational discipline, life-critical programs, and management system effectiveness.
His expertise includes:
Safety culture, operational discipline, and life-critical program reviews
Operational risk management and safety management systems
Regulatory compliance and management system effectiveness assessments
Incident investigation, root cause analysis, and corrective action effectiveness
Management of change and continuous/process improvement (Lean)
Prior to joining Williams, Terry held senior leadership roles in public transportation and aerospace/defense, including Senior Manager of Safety and Training at CTRAN and Mission Support Director and Flight Safety Manager at Insitu (a Boeing company). He managed multidisciplinary teams, oversaw large operational budgets, and led safety, training, and risk-mitigation programs supporting domestic and international operations.Terry began his career in the United States Navy, serving in operational and instructional leadership roles, including Mission Commander and Weapons and Tactics Instructor. Earlier, he served as a Naval Nuclear Technician. He holds a B.S. in Chemical Engineering from the University of Colorado Boulder and is a Certified Safety Professional (CSP) with Lean Six Sigma Green Belt certification.
Tierra L Burgess
A Business Process Analyst at Williams with over a decade of experience supporting compliance, audit readiness, and process governance in regulated environments. She specializes in translating complex regulatory and operational requirements into clear, actionable processes that improve clarity, accountability, and decisionmaking. Her work consistently focuses on strengthening controls, improving documentation, and enabling leaders to understand risk and performance through practical, datadriven insights.
In her current role, Tierra partners closely with crossfunctional teams and Internal Audit to analyze audit and regulatory findings, assess process and control design, and develop tools that support operating and audit effectiveness and transparency. Her experience includes building Power BI dashboards and Power Apps for tracking findings and corrective actions, managing SharePoint sites to support audit documentation and governance, and developing executivelevel reporting for leadership audiences. She is particularly effective at bridging technical requirements with practical execution.
Tierra holds a Bachelor of Arts in English from Oklahoma State University, which underpins her strong communication and technical writing skills. She brings a disciplined, detailoriented approach to her work and is focused on helping organizations improve how processes, controls, and expectations are documented, understood, and sustained.
