Dear Members of the Tampa Bay Chapter of IMA,

I hope this message finds you well. It's with great pleasure that I announce the recent election of our new board members for the upcoming year. Time has swiftly flown by since the last election, marking nearly a year of dedicated service from our current board.

In addition to the five outstanding members who were elected last year, I'm thrilled to welcome Robert and Carol to our team. Their expertise and passion will undoubtedly enrich our chapter's initiatives and further bolster our community.

Over the past year, our board has been tirelessly working to revitalize our in-person events and foster vibrant networking opportunities. We've enjoyed memorable meetups at Doc Bs and Top Golf, bringing together Tampa Bay's accounting and finance community in engaging and fruitful discussions.

As we look ahead, we are filled with enthusiasm to continue our efforts in cultivating a thriving professional network and advancing our chapter's mission. Without further ado, I'm delighted to introduce our new board members:

Tatyana Nelson, President. Tatyana serves as CFO for CARR Biosystems. She has over 20 years of finance and operations experience working with leading companies in Tampa Bay Area in manufacturing, logistics, telecommunications, investments, and learning & development sectors. Tatyana holds MBA from the University of Montana and Bachelor’s of Arts in Finance, Management, and Economics from Carroll College. She is actively involved with the community by leading and participating in a number of women’s, leadership, and business organizations.  Outside of work, she enjoys spending time with her family and friends, reading, theater, swimming, and traveling. 

Mariana Rak, VP of Engagement.  Mariana currently works as an accounting supervisor at multinational corporation TD Synnex with $56.6B in annual revenue. She has 10 years of experience in the accounting field. Mariana graduated from California State University San Marcos with a Bachelor's in Accounting. She earned her CMA in 2016 and CPA in 2019. In 2020, Mariana and her family moved to Tampa Bay, and has never regretted this decision. In her free time, she enjoys traveling and seeing new places. Visiting all 50 states is on her bucket list with 28 of them already checked off. On a regular weekend, she likes spending time on the beach with her husband, 4-year-old daughter and 2-year-old son.

Aaliyah Neilan, Director. Aaliyah has supported Finance & Accounting functions in the nonprofit, startup, and pharmaceutical industries for 9+ years. She holds a Master's degree in Accounting from SUNY Polytechnic Institute and Bachelor's degree in Psychology from Stony Brook University. Aaliyah is also a Certified Management Accountant and a Certified Nonprofit Accountant. She is passionate about community development and aspires to support underserved communities in financial literacy.

Erin Parks, Secretary. Erin was born and raised in the Tampa Bay Area. She is an Alumna of Johns Hopkins University, with a Masters Degree in Maths Education. She is currently an Accounting Manager in the Construction Industry for a General Contractor with primary focus on Commercial Properties. She is passionate about Philanthropy and giving back to her community. In her free time, she enjoys traveling with her husband and son, being outdoors, and staying active!

Steve Omli, Treasurer.  Steve serves as the Associate Vice President/CFO of USF Health, a group of four health related colleges at the University of South Florida, including the Morsani College of Medicine, College of Nursing, Taneja College of Pharmacy and the College of Public Health.  Steve also serves as the primary financial advisor for finances related to a clinical practice support organization jointly run by USF Health and Tampa General Hospital.  Prior to this role, Steve served in similar financial roles at the Wake Forest University School of Medicine, the University of Florida College of Medicine, the University of Central Florida College of Medicine, and the University of Mississippi Medical Center. Outside of work, Steve enjoys exercise, travel, live music and his four step-children when they are in town.

Carol Connors, Director.  Carol is currently a finance manager at Coca-Cola Bottlers’ Sales & Services.  She has 8+ years of finance and accounting experience in the manufacturing industry.  Carol earned her CMA in 2021 and is a strong advocate for education and professional development.  She volunteers for Junior Achievement, sharing the mission of improving financial literacy.  Outside of work, she enjoys cooking and baking, exercising, and spending time with her family.

Robert Cooper, Director.  Robert currently works as a senior financial analyst at Southwire Company, a global leader in electrical wire and cable manufacturing and distribution.  He received his bachelor’s degree in finance from the University of Georgia in 2020 and is currently pursuing his CMA certification.  In his free time, he enjoys golfing, watching UGA football, and exploring the Tampa Bay area with his wife.

Please join me in extending a warm welcome to our board members. Their dedication and commitment will undoubtedly contribute to the continued growth and success of our chapter.

Thank you for your ongoing support and participation. Together, let's make this upcoming year one of collaboration, innovation, and achievement.

Warm regards,

Tatyana Nelson, CMA, CFM

President, IMA Tampa Bay Chapter

While it seems like winter is holding on for a bit, that won't stop us from golfing - indoors!

Register today for our upcoming networking event: mini golf and happy hour on April 17th.

Check out our Q1-24 Newsletter.Q1-2024 Newsletter

Early Bird Registration has been extended!  You can register for M2AC 2024 at the early registration price of $199 until 4/7/2024 - which is next Sunday!  Hurry and take advantage of this great price for some excellent CPE and a great networking oppoturtunity!

• 経理・財務・経営企画部門のためのFP&A入門
• 管理会計担当者の役割知識・スキル: ビーンカウンターからFP&Aビジネスパートナーへの進化 
• 実践Q&Aマネジメント・コントロール・システムのはなし
• 実務に活かす管理会計のエビデンス

  実践Q&Aマネジメント・コントロール・システムのはなし

  実践Q&Aマネジメント・コントロール・システムのはなし

"IMA® (Institute of Management Accountants) is seeking passionate volunteer members to join your IMA local community leadership team.  We have openings for many different volunteer opportunities that are short and/or long-term.  

 
Local chapter engagement with IMA offers professional networking opportunities with finance professionals and companies in your community; professional development opportunities to improve your finance and leadership competencies to advance in your career; opportunities to build your project planning and presentation skills in a safe environment.  Come out and join your local leadership team to be part of empowering the profession and helping others achieve their professional goals while building your network.

Requirement to serve: Be an IMA member in good standing, have high ethical standards, and able to work collaboratively with others.

We are currently accepting applications for IMA Chapter and Council Officer Positions in your local area. To submit an application, please click here.

The deadline to submit your application is May 3, 2024, by 11:59 p.m. Eastern Standard Time."

Joshua Zender, Ph.D., CPA - President
Jason Caria, CPA - Treasurer
Hannah Shapiro, CPA - Secretary
Michelle Doty, MBA CMA - VP of Communications
Cshefla Lopez, MBA - VP of Administration
Monica Myers - VP of Engagement

Pursuant to the Bylaws of the Columbia Chapter of the IMA we are asking if anyone is interested in serving on the Board of Directors.  We have available positions for VP Communications, VP Professional Education, Secretary, Regional Council Delegate and Webmaster. 

If you are interested, please respond to this notice. We would love to have new voices on our board!

Abstract:

In today's fast-paced business world, the role of the CFO has evolved beyond traditional financial management to become a key strategic leader within organizations. This presentation explores how CFOs utilize the integration of financial and operational data. By combining information from various sources such as financial statements, operational and customer data, CFOs can uncover valuable insights into what drives performance, and foster collaboration across different departments.  By embracing this convergence of data, CFOs are empowered to guide their organizations towards sustainable growth in today's competitive marketplace.

BIO:                        
With over 20 years of experience, Mr. Talavera is a seasoned consultant specializing in transportation companies' financial and operational optimization. He founded Freight Network IQ, an emerging company in enhancing efficiency and growth for transportation enterprises. As an Arrowhead Enterprise Advisor at New Mexico State University, he mentors future business leaders. Previously, he served as CFO for Stagecoach and Sky Transportation Services, overseeing finance, revenue, and growth strategies. 

Location:                 Phoenix Palace, 1501 E. Yandell Dr. El Paso, TX79902 (corner of Yandell & Langtry)

Cost:                        $10 non-member; free for El Paso Chapter members

Reservations:  https://forms.gle/4JNLx9x19QhWxzzq6  by April 8
                                
Payment method:  Check payable to IMA El Paso Chapter or Cash.  Questions: contact IMA Treasurer                                  (spchyi@gmail.com).                                 

For more information regarding refund, concern, and program cancellation policies, please contact our chapter treasurer.

Field of study of this presentation is Special Knowledge & Applications with group live presentation.  No prerequisite is required.

Stay Tune for Upcoming Meeting Presentations: 

2024-05-18: Chapter Planning

Gary Bischoff, Columbia University graduate will help members understand ChaptGT,  AI and how to use ChaptGT.

6PM, April 17, Giovann's Darien. $60 at the door.

RSVP to hold your spot  by texting 914 673 3593 or email to ldunkelman1@gmail.com.  Include your name and number of attendees.

Check out the upcoming events on the Kansas City Chapter website: 

Kansas City Chapter Website link

Upcoming local events here.

Representing IMA in Jordan, IMA Amman Jordan chapter was thrilled to be part of the ceremony held at the university of Jordan on February 27, 2024, to celebrate the scholarships granted by IMA.

Hartford Chapter Professional members, we may be able to assist with a CMA scholarship.   

Read on and reach out!

https://hartford.imanet.org/certification/cma

Please see Chapter Events section of our website to register for People and Profitability in a Sustainable World

There is no charge to attend this webinar. 

The IMA Toledo Chapter is holding a virtual meeting on Wednesday, February 21 at 12 PM EST.

The speaker is Kurt Rankin from PNC Bank talking about the 2024 Economic forecast

Presenter: Daniel R. Domínguez, Ed.D.

Abstract:

Preparing budgets in any industry is always a challenging task. Budgeting for Higher education institutions is no exception. Most Public, Private, and Not-for-profit institutions have in common quantifying the challenges posed by changing demographics, society’s perception of the value of a college degree, declining student enrollment, state budget cuts, and even national and state politics. For a budget to be useful, its assumptions must be strategically aligned with the institutions’ vision and mission. A strategic budget is not just a budget; it is management’s strategic plan in action.

The field of study of this presentation is Accounting (Govmnt) with group live presentation. No prerequisite is required.

Stay Tune for Upcoming Meeting Presentations: 

2024-04-10: Your route to profitability

We are excited to announce a fantastic networking opportunity for Tampa Bay professionals
hosted by the Tampa Bay Chapter of the Institute of Management Accountants (IMA). Join us
for an evening of building valuable connections and having a great time at Topgolf on February
22, starting at 5:45 pm.

Event Details:
● Date: February 22
● Time: 5:45 pm
● Location: Topgolf 220 Carillon Pkwy, St. Petersburg, FL 33716

Event Highlights:
- Networking opportunities with Tampa Bay professionals
- Fun and engaging atmosphere at Topgolf
- Clearview Group will cover the cost of the game; participants are responsible for drinks and
food.
- Limited space available, so secure your spot now!

Don't miss this chance to combine professional networking with a fun and enjoyable evening.
Take the opportunity to connect with like-minded individuals while enjoying the unique setting of
Topgolf.

RSVP: To secure your spot, please RSVP
https://www.linkedin.com/events/topgolf-networkingbytampabaycha7162203158079877121/

Sponsored by Clearview Group:
Clearview Group is a full-service management consulting and CPA firm, helping
clients with all aspects of audit, compliance, risk management, accounting, finance,
tax, IT risk, technology implementation, and more. Founded with the intention of
changing the way people feel about the accounting and consulting industry, today,
Clearview serves clients of all sizes and industries across the United States and
abroad.

To learn more about Clearview Group, visit Clearview Group's Website.

We look forward to seeing you on February 22 for an evening of building relationships and
having a great time at Topgolf!

Best Regards,
Board of Directors
Tampa Bay Chapter of IMA

Please visit our events page to see details for the upcoming meeting, CPE, and networking events on Feb. 16 and 17, 2024 in Irvine, CA.  Registration is available for both in person and online attendance.

IMA Wild West Council Feb 2024 Meeting and Events

We will be hosting a virtual Ethics Training on March 20, 2024 at 7pm on Zoom. 

Data Analytics in Accounting

Friday, January 19, 2024

Please join us at this hybrid event, where Dr. Ken Harmon will discuss data analytics in accounting.

In-person: KSU Center, Room No 300, 3333 Busbee Dr. NW, Kennesaw, GA 30144

Dear IMA Members, 🎉 Join us for a spectacular New Year meet n greet at *Hyatt Regency, Mount Road on 30-Dec-23, 6 PM onwards!* Let's celebrate the year-end with dance, music, games, and unforgettable networking. Block your calendars for a memorable evening with fellow members. See you there! 🥳

Here is our Q4 /2023 Newsletter. Enjoy the read!

Yours,

IMA Switzerland BoD

Congratulations to Olga Griffin who recently passed the CMA exam.   Olga is a Financial Controller at Revenue Group. She is looking forward to networking with our members and excited to learn more about IMA.

Mark your Calendars for ~19 CPEs:  Date & Location set for the 2024 IMA NorthEast Regional Council's 16th Annual Educational Conference.

Sept 15-17, 2024  (Sun to Tues)

Ashworth by the Sea, Hampton Beach, NH

Thanks to all who joined us, from up and down the East Coast, for the webinar Mission Impossible: When Benchmarks Undermine Ethics on November 30, 2023. Please keep a look out for announcements of 2024 webinar(s) from the Greater Philadelphia Chapter.

Michael Schor
Chapter President
Greater Philadelphia Chapter IMA
schor@ohio.edu

The Count Me In^® podcast features the latest perspectives on accounting and finance from industry experts with topics including emerging technologies, business innovation, and the future of the profession. Count Me In has more than 270 episodes and listeners in 150 countries. You can read more about the podcast and listen to all the episodes here. 

IMA is proud to introduce the FMAA™ (Financial and Managerial Accounting Associate), a new foundational certification aimed at providing early-career professionals in accounting and finance with fundamental knowledge and competencies. In response to a shortage of professionals in the field, the FMAA aims to break down traditional barriers of entry into the profession. The FMAA covers five content domains, including general accounting, financial management, and professional ethics. Registration opens in January 2024, with exams scheduled globally at Prometric testing centers in March 2024 (English) and May 2024 (Chinese). Learn more. 

Please be on the lookout for information about our next meeting. 

Check-out our Q3 newsletter

If you are interested in serving on the Board for our Mt. Rainier Chapter, we do have a few vacancies and would love to have you join us.

For more information, please contact Suzanne Chaille at schaille@comcast.net

We would like to do something for our community of South Puget Sound.  The Board has been discussing volunteering with Habitat for Humanity.

We would like to know if there are any of our Mt Rainier Chapter members who are interested in pursuing this.

If you are please contact: Suzanne Chaille at schaille@comcast.net for more information.

Presentation Subject: Crime Victim Services

Date:                           Wed.  Feb. 14, 2024

Time:                          noon to 1 pm

Speakers:                   Dr. Christine Kruhalski, DM, MCJ

Abstract:

Discussion will cover the Texas Crime Victims’ Compensation Program. Victims of crime may qualify for relocation, funeral, medical, or lost wages.

BIO:                        
Dr. Kruhalski is a graduate from the University of Texas at El Paso. She earned a BA in Communication / Electronic Media. She graduated from Boston University MCJ in criminal justice. She worked on a PhD in Homeland Security at Northcentral University before transferring to Colorado Technical University where she graduated as a Doctor of Management with the concentration in Homeland Security. Dr. Kruhalski has served the Texas Attorney General for just over fourteen years. She was a contractor for the United States Army at Fort Bliss. She also enjoyed a successful career of twenty-five years in broadcasting as an on-air personality and news anchor in El Paso, Houston, Boston, and Cd. Juarez, Chihuahua, Mexico.

Location:                 Phoenix Palace, 1501 E. Yandell Dr. El Paso, TX79902 (corner of Yandell & Langtry)

Cost:                        $10 non-member; free for El Paso Chapter members

Reservations:          https://forms.gle/gtxANdcQHsTbabqKA  by Feb. 12
                                
Payment method:  Check payable to IMA El Paso Chapter or Purchase orders, contact IMA Treasurer                                  (spchyi@gmail.com).                                 

For more information regarding refund, concern and program cancellation policies, please contact our chapter treasurer.

Field of study of this presentation is Special Knowledge & Applications with group live presentation.  No prerequisite is required.

Stay Tune for Upcoming Meeting Presentations: 

2024-03-13: Budgeting Challenges in Higher Education

2024-04-10; 2024-05-08

Update - Registration is now open. For more information or to register click on the link at the bottom.

IMA has announced that they will be sponsoring a Women's Leadership Summit at the University of San Diego on April 25, 2024.  More details should be forthcoming soon.  Expect dynamic speakers in a variety of roles to share their experiences and insights on career paths, leadership challenges, and emerging challenges for financial organizations.

Mark your calendars!

In the spirit of giving we are excited to invite members, and friends of the Triangle Chapter of the IMA to participate in a week long Winter Toy Drive hosted by your NC Triangle Chapter in support of the Raleigh Chapter of the Toys for Tots. 

Toys for Tots is a wonderful organization that collects and distributes toys to children in need during the holiday season.  It brings happiness to countless children and their families, and we believe that our Chapter can make an impact through our collective efforts.

To make giving a breeze this holiday season, we are offering two simple ways to give during our Winter Toy Drive. Visit here for more information.

Congratulations to Kevin Crown, the Wild West Council's Scholarship Recipient for the 2023 Student Leadership Conference.  Kevin is a third-year accounting student at the University of New Mexico, and he will be attending the conference in Detroit this November.  HIs complete bio can be found on the Student Resources Page.

Congratulations to Kevin!

IMA MAC along with the PA Northeast chapter sponsored a student conference at King's Collect on October 28, 2023

Join IMA MAC for its November 16th virtual CPE session with a special presentation on Tax Ethics by Tony Curatola.  

Members and friends connected for our chapter’s “Ohio Covered Bridges Bus Tour” event on Saturday, October 28^th.  It was a wonderful way to celebrate together for the fall season. A special thank you to our volunteer chapter board member, Vincent Pona, for organizing this event!

Hartford Chapter is lucky to have Sean Scanlon speaking on Fiscal Controls.  Take advantage w/ this late Lunch & Learn.   Click on the Event & register.

I want to congratulate Mikayla Shawver of King's College on winning the Chapter Scholarship for the Student Leadership Conference. Congratulations, Mikayla!

Didn't make it to our Chapter Event last month? No problem!

Learn more about our amazing panelists here and don't forget to check our September newsletter for a recap. 

Be sure to follow us on social media (Instagram, Facebook or LinkedIn) at "IMA NC Triangle Chapter" to stay tuned for our next chapter event! 

We had fun!

Thanks to all who came to the September 20, 2023
chapter mixer at Yards Brewing Company. We are
already talking about when to gather again.

Michael Schor
Chapter President
schor@ohio.edu

If you interested in joining the Columbia Chapter Board, please contact our President, Mara Ballard.

Venerdì 13 Ottobre 2023, dalle 7:00 alle 18:30 si sono tenute le elezioni del Board del nostro Chapter. 

https://italy.imanet.org/aboutchapter/chapterboard

Here is our Q3 / 2023 Newsletter . Enjoy the read!

Yours,

IMA Switzerland BoD

Our IMA members and guests enjoyed all the laughs we received from Funny Bus Comedy City Tour Comedian Julia Mary on our September 30th event!

Thank you, Sandra Brenner, for organizing this wonderful event!

Dear Members, 

The IMA Bangalore chapter is delighted to announce our upcoming in-person event involving the discussion on interesting subjects such as: 

1. Building your competitive Edge: Utilizing VRIO Analysis for Career Development by Mr. Brian Hock - Founder of HOCK International
2. Mastering Career Advancement: Leveraging Leadership Tools for Success by Mr. Jim Piechowski – Senior Director, Global Business Development, HOCK International.                                                                 

Do not miss the opportunity of meeting our esteemed guests from one of the leading educators of CMA, CPA, CIA, and many other globally recognized exams.                   

Date: 08 October 2023, Sunday

Time: 6.00PM – 8.30PM IST, followed by networking dinner 

CPE: 2 credits

Venue: The Chancery Pavilion, 135, Residency Rd, Shanthala Nagar, Ashok Nagar, Bengaluru - 560025

Registration link : https://forms.gle/mFejXtTzfTXm87gQA