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September 2002 |
2002-2003 Dinner Meeting Schedule
September: The Pillars of Leadership Jennifer Setzer, Sr. Associate O’Neill Associates
October: How to Manage Changing Careers in Accounting, Teresa Muncer-Shimp
New Member Orientation
November: How to Start and Stay in Business Ralph Bartell, SCORE
Community Service Night
January: Corporate Fraud and the Aftermath Congressman David Price (Tentative)
Joint Meeting Institute of Internal Auditors
February: Risk Management
March: What does Management want for Professional Staff, Grant Shenk, Worldwide Product
Manager of Thinkpads, IBM
April: Best Practices
CMA/CFM Night
May: Andrew Silton, Chief Investment Officer and Deputy Treasurer for the State of NC
Past Presidents Night
All meetings are held on the third Thursday of the month at the RTP Marriott off of Miami Boulevard. Social starts at 6:00 with a buffet dinner starting at 6:30. Pre-registration Cost is $25 members, $30 non-members. Register at http://www.imanctriangle.org/register.htm
President's Letter
Fellow IMA’ers:
As our children go off to school and summer vacations wind down, our attention turns to football! Actually, there could be some disagreement on that considering the demographics of our membership. Maybe we could agree on budgets! Well, for most of us that really isn’t very exciting is it, at least on an entertainment level. I know. We could all come together once a month and enjoy a good meal, camaraderie and excellent speakers! Now that sounds like a winning combination and we have the perfect place for you to do that starting this month. Check out our schedule and plan on joining us on the third Thursday of each month at the RTP Marriott off Miami Boulevard.
Speaking of registering, you can always do that at our web site or you can email, fax or call Kathy Santos-Rezendes (find her on the dinner speaker notice page). We are reinstating the pre-registration discount this year. For the Thursday night dinner meetings, you must have contacted Kathy through one of the methods stated above by Midnight the Sunday before the dinner meeting. Does that mean you won’t be able to attend if you don’t pre-register? No. They are buffets, so the Marriott will have enough for a certain number of people who will show up at the door without pre-registrations. We would appreciate if you do know you are coming and it is Monday - Wednesday that you go ahead and register. That way, if a significant number of people over the Marriott’s number are coming we can alert the Marriott to that fact. However, it will cost you $5 more. Let me emphasize that even though we raised the price this year, all we do is cover the cost of the meal.
We are also reinstating a prepaid program. If you prepay for seven dinners before or at the first dinner meeting, we will give you the eighth free. You will not be required to pre-register but if you know you wouldn’t be there, it would help us tremendously if you tell us. Or you can send another person in your place by letting us know in advance. This would not include any Christmas dinner program we would do in December.
Please note your calendars for the Carolina Council’s fall meeting in Wilmington on October 25-26. There will be an all day seminar led by Joanne W. Rockness, PHD CPA, the Cameron Professor of Accountancy and Director of the Master of Science Program at UNC-Wilmington. She has lectured and led groups on a number of topics, including FASB updates, fraud and revenue recognition and professionalism and ethics. Additional information at http://www.imacarolinascouncil.org/fall_2002.htm
I look forward to this year. I hope you do too. Per usual, I will put in my pitch for Board members in closing. We have six spots that need your help.
Ronald J. Lowell, Chapter President
821-5469, rlowell@nc.rr.com
September Dinner Seminar
Date & Time: Thursday, Sept. 19, 2002, 6 PM
Place: RTP Marriot, off Miami Blvd.
$25 members; $30 non-members – Registered before 9/15
$30 members; $35 non-members – Registered after 9/15
Speaker: Jennifer Setzer, Senior Associate, O’Neill Associates, Inc.
Topic: “Pillars of Leadership”
Field of Study: Management
Recommended CPE: 1 Hour
Prerequisites: None Level: Intermediate
Advance Preparation: None
Teaching Method: Lecture/Discussion
Menu – “ Asian Dinner Buffet”
Tossed Garden Greens with House Dressing;
Chicken with Broccoli and Cashews; Fried Rice
Sweet and Sour Beef; Stir-Fried Vegetables
Chinese Egg Rolls; Cake or Pie
The North Carolina Triangle Chapter of the IMA is registered with the NC State Board of CPA Examiners as a sponsor of continuing professional education. Complaints or comments regarding registered sponsors may be addressed to the North Carolina State Board of CPA Examiners, PO Box 12827, Raleigh, NC 27605-2827
Log onto the Chapter’s Web Site
The Chapter’s web site can be found at www.imanctriangle.org. Keep up with the latest information about chapter events. Special thanks to our web designer Kathy Santos-Rezendes. Expanded Monthly Chapter newsletter published exclusively on our website.
October Dinner Seminar
Date & Time: Thursday, Oct. 17, 2002, 6 PM
Place: RTP Marriot, off Miami Blvd.
$25 members; $30 non-members – Registered before 10/13
$30 members; $35 non-members – Registered after 10/13
Speaker: Teresa Muncer-Shimp, O’Neill Associates, Inc.
Topic: “How to Manage Changing Careers in Accounting”
(Including a session on how to make yourself marketable in this economic environment)
Field of Study: Management
Recommended CPE: 1 Hour
Prerequisites: None Level: Basic
Advance Preparation: None
Teaching Method: Lecture/Discussion
EMPLOYMENT OPPORTUNITIES – From the Chapter’s Employment Director
The Chapter serves its members by connecting those seeking positions with employers that have positions available. The Chapter’s Director of Employment is Chris McKittrick. For further information or to submit a resume please e-mail Chris McKittrick at ctm1999@hotmail.com
Information on the September Dinner Speaker, Jennifer Setzer and “The Pillars of Leadership”
This presentation is about discovering what you ARE known for and what you WANT to be known for. It’s about looking at the fundamentals of effective leadership (like responsibility and integrity) and assessing yourselves in those areas. It’s about setting a plan to drill into the heart of what you want to be known for and how you can use these leadership fundamentals to create just that.
FACILITATOR: Jennifer Setzer, Senior Associate, at the O’Neill Associates, Inc is in her 6th year of producing the kind of results with clients that create highly effective leaders enabling them to succeed in, and go beyond, the goals and objectives they set forth. The O’Neill Associates started here in the Triangle 16 years ago and has had the rare privilege of maintaining its client base right here at home through its word of mouth reputation of creating phenomenal results in the organizations its works with.
Before joining the O’Neill team, Jennifer served on the Fuqua School of Business faculty at Duke University in the Management Communication Center where she researched and taught individual effectiveness skills to MBA candidates. She then returned to industry to develop and manage the training program of a leading medical device manufacturing facility.
Jennifer earned her undergraduate and graduate degrees in Communication Studies at UNC and has developed a reputation as a dynamic, charismatic, highly motivational speaker, coach and facilitator. Specializing in executive coaching, business management consulting, and strategic communication, Jennifer is deeply committed to providing organizations the necessary tools for creating magnificence. She is masterful at producing results through others. Break-through results that are self-sustaining and do not leave when she or her organization does.
Open Positions
Treasurer
· Prepares annual operating budget.
· Deposits and disburses funds
· Presents bills to Board not authorized by the Budget
· Prepares and distributes monthly financial reports
· Prepares and distributes annual report for submission to National
· Prepares tax form 90
Community Relations
Director of Community Service
· Contacts Community service providers to inform them of possible member assistance.
· Publicizes volunteer opportunities with providers.
· Coordinates chapter participation in area community service events.
· Reports to chapter and IMA National on members community service
Education
Director of Seminars
· Serve as liaison with identified speakers for follow-up confirmation of speaking schedule.
· Coordinate facility requirements for speaker with the Director of Meetings.
· Keep VP Education informed of any potential changes or conflicts with scheduled speakers.
· Submit speaker biography and topic outline to Director of Newsletter and Director of Public Relations for communication to the membership and the public.
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Arrange for speaker gifts. |
Communication
Director of Roster
· Coordinates the production, publication and distribution of the annual member packet on CD.