Community Announcements

Mark your Calendars:  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: ERP Transitions from Quickbooks

Date:                           Wed.  Dec. 6, 2023

Time:                          12:00 noon to 1:00 pm
Speakers:                   Mr. Charles Rodriguez

Abstract: Transitioning from 65 QuickBooks Entities into a fully integrated ERP (NetSuite).  Frontend requirements/decisions into implementation and what the NetSuite landscape looks like today.

BIO: Charles Rodriguez has over 20 years’ experience in Business Transformation, Process Controls, Process Improvement, Cost Improvement.  He has managed accounting teams in varied backgrounds:  Manufacturing, Corporate, Shared Services, Small Business.

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

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

Reservations: https://forms.gle/Lbmq31YMwLbC3Rne9   by Nov. 27

Upcoming Event:

2024-01-10: Block Chain Technology;

2024-02-14: Crime Victim Services;

2024-03-13; 2024-04-10; 2024-05-08
                                

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

The Chapter is now taking applications for two scholarships of $250 each to be used toward expenses for attending the 2023 IMA Student Leadership Conference! 

Who is eligible? All current students enrolled in colleges and universities within the PA Northeast Chapter region. 

How to apply? Submit your resume, a statement of support from a faculty member, and your answer to the question below to felo@susqu.edu with the subject line “IMA Student Scholarship” by October 6^th. 

Question to be answered: How will attending the Student Leadership Conference benefit you?

To learn more about the Conference, please go to this website: https://www.imastudentconference.org/ 

If you have any questions, please contact Professor Andy Felo (Chapter President) at felo@susqu.edu

📢 Exciting Announcement for All Tampa Bay Professionals! 🎉 Join Us for the Grand Re-Opening of Tampa Bay Chapter IMA 🌟

📅 Date: Thursday, September 28th
⏰ Time: 6:00 PM
📍 Location: Doc B's Restaurant at International Plaza (2223 N Westshore Blvd Tampa, FL)

Are you ready to connect, collaborate, and celebrate with like-minded professionals in the Tampa Bay area? The Tampa Bay Chapter of the Institute of Management Accountants (IMA) is thrilled to invite you to our Grand Re-Opening event, where we aim to build a vibrant and inclusive professional community!

🌐 Whether you are an IMA member or not, this event is open to all professionals looking to network, share ideas, and foster meaningful relationships. The Tampa Bay Chapter of IMA is committed to bringing together professionals from various backgrounds to create a supportive and dynamic community.

🤝 At Doc B's Restaurant, we'll gather for an evening of networking, knowledge exchange, and fun-filled conversations. You'll have the opportunity to meet fellow professionals, exchange insights, and forge connections that could last a lifetime!

🎉 Let's raise a toast to new beginnings, shared success, and the spirit of collaboration! Join us on September 28th at 6:00 PM, and together, let's chart a path to a stronger and more vibrant professional community in Tampa Bay.

📢 RSVP (include +how many people will come with you in comments), mark your calendars and spread the word! Bring your colleagues, friends, and associates along for an unforgettable evening of growth and camaraderie.

📱 Don't forget to share your excitement with #TampaIMAReopening and tag @IMA_TampaBay in your posts!

We can't wait to see you there! 🎊

We have an exciting year in store for our local IMA Portland Chapter members!

To kick off this fiscal year we're hosting a social at Lucky Lab on Hawthorne on Tuesday, September 19th. This social will be free for IMA members and students so come join us for some food, drink and post-work fun! 

This social is just the start. Be sure to mark your calendars for the following CPE Dinner dates and stayed tuned for details and registration:

·  October 24th, 2023

·  February 20th, 2024

·  March 19th, 2024

·  May 21st, 2024

Looking forward to seeing of you at the Lucky Lab! 

Spread the Word About #IMASLC23! 

Don’t forget to spread the word about the IMA Student Leadership Conference (SLC) on November 9-11 in Detroit! Students will have the opportunity to accelerate their journey from the classroom to the boardroom, learn about the latest industry trends, and meet with recruiters from high-performing companies. Please share this opportunity with local colleges and universities and consider financially supporting students and faculty to join us for three days of knowledge, networking, and fun. Early bird rates are available through October 21! Learn more at imaslc.org. #IMASLC23 

Your Dubuque Tri-State Chapter board has been hard at work assembling the 2023-24 meeting schedule.  Our first meeting is set for October 17.  Please see the meeting details in the Chapter Event section.

As more meetings get finalized, the site will be updated with additional information.

The Charlotte Chapter is looking for new board members to join our ranks. Build your resume and your network! Please attend one of our events and reach out to any board member to express interest.

Events for the Fiscal Year are updated.

Members should have received the Program Post Card in the mail already.

Payroll Accounting Position open

Welcome in and welcome back to our new and returning board members. We are so excited to have a 12-member board for the 2023-2024 fiscal year, including 5 members BRAND NEW to the Triangle Chapter Board. 

To our returning board members - we are always grateful for your continued service. It is the IMA members like you that continue to keep this organization afloat year after year. Your institutional knowledge is invaluable. 

To our new board members - it is fresh eyes, minds, and ideas that allow us to evolve and continue to grow, not only as an organization, but as a local chapter, a community, and as professionals.

We are thrilled to have a diverse group of folks joining us this year to re-engage our members and highlight the wonderful world of accountants and financial professionals in business. 

CHEERS!

The NC Triangle Chapter Board met in August 2023, creating a new chapter series for the 2023-2024 fiscal year titled "A Day in the Life". The new series is meant to revamp chapter engagement amongst the 240+ registered CMA's affiliated with the triangle chapter, highlighting the many career paths of the local chapter members. 

The board hopes "A Day in the Life" will engage, educate and connect chapter members through a series of virtual and in-person CPE opportunities, social networking events, facility tours, and other interactive chapter events. The decision to center chapter events around a central theme comes after a dramatic decrease in member involvement since the COVID-19 pandemic has increased remote work and reduced in-person events. With over 240 members across the triangle and registered with the NC Triangle Chapter, the board is optimistic an invigorating theme will get members re-engaged. 

If you haven't already, head over to our social media channels to stay connected. You can find us on Facebook, Instagram or LinkedIn at IMA NC Triangle Chapter! 

Please keep follow our events on

<a href="https://www.facebook.com/IMAKOREACHAPTER"> Facebook Page</a>

Dear Members,

The Board of Directors of the IMA Bangalore Chapter is delighted to invite you to the upcoming webinar - 'Mergers & Acquisitions' happening on 26 August 2023. Please register and join us. 

December Events 
Details in Chapter Events section at right

January, 2024 Events
Jan tbd - Lunch n Learn 12-1pm CT - Hiring for Culture Fit
Jan 18th
#1.  Automating Your Accounts Payable Process
#2.  Sales Growth Strategies

February 21st, 2024
#1.  Lease Accounting Compliance - What's Involved?
#2.  Using DISC Personality Tools to Enhance Business Performance & Employee Engagement

March, 2024
March 20th
#1.  Business Valuation
#2.  Accounting Process Automation 
March 23rd
Habitat for Humanity!
Joint community service project with CPA Society Business, Industry and Government members

April 17th, 2024
#1.  Overcoming Your Fears and Stepping Out of Your Comfort Zone
#2.  How to Decrease the Risk of Frauds

May 15th, 2024
#1.  tbd
#2. What I Learned from the Book Crucial Conversations by Joseph Grenny et al

9/17-9/19/23, beautiful Newport RI - 19 CPEs for a great rate -  $335 Professionals  +

Student Members - special $10 for 1 day attendance... invaluable networking!   

PLUS...    IMA Hartford Chapter members can request maximum $50 rebate by emailing Hartford@IMAChapter.org

We are thrilled to announce the 2023-2024 IMA Boston Chapter board! Our volunteer-based board consists of various members of the accounting and finance community from the profession and academia. 

View the complete board here

The Madison Chapter is having its second social gathering of 2023 on Thursday, August 3rd for the Madison Mallards game against the Wausau Woodchucks.  The game starts at 6:05 pm. 

We have reserved tables at the Duck Blind.  The Madison Chapter will cover half of the ticket cost.  The final individual ticket cost to each member will be $26.50 which includes the ticket, food and beverage.

Registration is open until Thursday, July 27th  There are a limited number of tickets available so register early.  Hope to see you there.

It was a splendid evening connecting with friends at our Saturday, June 24th Meet and Greet!
Thank you, Vincent Pona, for planning this wonderful event for our members.

This year's IMA Annual Conference was held in Minneapolis, MN.   Members attended events throughout the city including a Twins game and fun around town.

The Council would like to thank Tanya Shell for her service to SCMS (Stuart Cameron McLeod Society).   Tanya Shell is wrapping up her year as President of the Society.

Dennis Rarick and Sandy Brenner had the pleasure of meeting new IMA President and CEO, Mike DePrisco while celebrating the Minneapolis Chapter 100th Year Anniversary.

Some highlights from the IMA Annual Conference in Minneapolis, MN. 

Our first meeting will take place August 4-5, 2023 in San Diego, CA.  All IMA members in the Council area are invited to attend, and Chapter Leaders are encouraged to attend the in-person Chapter Leadership Effectiveness Training on Saturday, Aug. 5.  

Please visit the Events page to see details and register.

We are looking to add officers to our executive committee. If you want to be involved, learn more, and network, we would like to speak with you!

Please contact cloudcfo@gmail.com for more information. 

Here is our Q2 / 2023 Newsletter. Enjoy the read!