Dinner Meeting Reservation                      

                   The Motivator     

April 2002

April Dinner Meeting (CMA/CFM Night)

Please register on web site www.imanctriangle.org

       Or call Kathy Santos-Rezendes at 919-541-6162 or rezendes@bellsouth.net

Teaching Method – Lecture

APRIL DINNER MEETING – CMA/CFM NITE

APRIL DINNER SPEAKER - Robert E. Bell, Jr., CMA, CPA

Carolinas Council Upcoming Events

Spring meeting - Contact person- Robyn Verdery (rverdery@groupz.net)
SPRING MEETING

May 2-4, 2002
Sponsor: Carolinas Council
“THE MAGIC OF MASQUERADE”

Ocean Creek Resort
North Myrtle Beach, South Carolina
Thursday: Financial Executive of the Year Presentation/Program
Friday:        REAP Program
Saturday:     Chapter/Council Leadership Training
                  Council Meeting

For more information, Carolinas Council

FROM THE PRESIDENT

See you at the dinner!

President

Vice President of Finance for a manufacturing company headquartered in Knoxville, Tennessee. The successful candidate will report to the EVP & CFO and will supervise ±20 individuals who are responsible for accounting, reporting, budgeting, planning, tax and other financial controls. The successful candidate will be a high-performing, high-potential financial professional. Some of the positional requirements include:

&127; a minimum of five to seven years of business experience;

&127; an outstanding track record in cost accounting/controller type positions within a large, well regarded manufacturing company;

&127; strong leadership experience; must have had experience leading a team in a high performance, results-oriented, continuous improvement focused company;

&127; an MBA from a well regarded business school;

&127; a strong preference for a CPA.

MAY 16th DINNER MEETING –

President’s Night -- "Beyond the balance sheet"

Speaker: Phill Wilson of Alliance Associates, Inc.  As principal consultant, coach and facilitator for Alliance Associates Inc. of Chapel Hill, Phill Wilson collaborates with a number of consultants and facilitators to provide companies with specialized services and programs. With the aid of unique business-based learning tools, Phill Wilson helps companies focus on creating value, leading their talent, building their customer base and developing "best in the industry" processes. Along with his sixteen years of experience in training, coaching, and consulting, Phill has three years of experience in a staff position with Nortel Networks, responsible for leadership development, employee involvement training and sales & marketing training. With nine years of industry experience with positions in engineering, sales, and Vice President of Sales & Marketing with Powell Manufacturing Co. Inc., Phill sold and managed accounts in 50 countries and negotiated licensing agreements for the production of equipment in seven countries. He established a national sales and distribution system, increasing market share from 30 to 70 percent in primary products. His company established in 1988, Alliance Associates Inc. (AAI) specializes in consulting & coaching, facilitating meetings, conducting accelerated learning programs and offering blended learning solutions that help individuals, teams and organizations improve the overall performance of their company.

EDUCATION: M.Ed., Counseling from UNC at Charlotte; BS Mechanical Engineering from Duke University.

AFFILIATIONS: American Society of Training and Development, Association of Psychological Type, International Coaching Federation, KnoMads (Knowledge Management Consortium), National Organization Development Network

Teaching Method – Lecture

New Member/Referral Offer

2001-2002 PROGRAM SCHEDULE

The Chapter’s web site can be found at www.imanctriangle.org. Keep up with the latest information about chapter events. Check it out. Special thanks to our web designers Alayna Manville-Sulym, and Kathy Santos-Rezendes.

Here 's   an  Opportunity for you to contribute to your community

We are currently inviting many local non-profits to tell us if they need the help of our membership, particularly our financial expertise. We have many members who currently serve on the boards of local non-profits. If you are willing and interested in contributing your time and expertise to a non-profit organization, please let us know by e-mailing your contact information and the time commitment you are willing to contribute to our Director of Community Service, Barry Daly at barrydaly@aol.com or call him at 919-387-2250. If you know of a local non-profit in need of volunteer financial expertise, please email Barry with the details and he will publicize the need in our various communications.

March of Dimes    Triangle Walk America

&127; Register at 9-10 a.m.

&127; Walk at 10 a.m.

&127; Where? Nortel Networks in RTP…I-40 at Davis Drive

&127; How far is the walk? 5.5 miles

How can I get involved?

&127; Become a team captain

&127; Help with registration

&127; Become a team member(walker)

&127; Sponsor a walker

Contact: Barry Daly (919) 773-5062 barrydaly@aol.com

Community Service Opportunity

.A local non-profit is seeking some financial oversight help. They are a 40-year-old social service organization with a $1.6 million budget. Their annual audit is very important for funding sources. In the past they have had clean audits, but they are growing so rapidly that they need someone to come in monthly to review their financial reports and systems. Ideally, they are looking for a CPA with nonprofit experience, as well as experience with HUD and state and local grants. The accounting software they use is Peachtree. They are open 9 a.m. -4 p.m. Monday through Friday. Contact Barry Daly at 919-387-2250 or barrydaly@aol.com for further details.

Director of Facilities

&127; Investigate sites for meetings ad compile alternatives for presentation to the Board.

&127; Coordinate all arrangements needed by other Directors for meetings with facility.

&127; Serve as clearinghouse for facility information, including guaranties for meetings or seminars.

&127; Approve all invoices related to facility charges.

&127; Pick up from and return to Secretary all Chapter owned equipment.

Vice President of Membership

&127; Member of executive committee.

&127; Coordinates directorships for achievement of membership goals.

&127; Coordinates information flow needed by other parts of the organization, particularly as identified for National point competition.

&127; Designs and implements activities, personally or through the directors, that will increase or retain membership.

&127; Helps identify opportunities for increased membership participation.

&127; Reviews activities required for National point competition and determine programs needed to meet the requirements.

Director of Member Acquisition

&127; Develop list of IMA membership advantages.

&127; Develop and implement method of communicating advantages to membership.

&127; Develop packet that would be sent to prospective or new members.

&127; Work with Chairman of Corporate Development to distribute packets to local companies.

&127; Send new member names to Director of Newsletter, Director of Public Relations and President.

&127; Report results to VP Administration as identified by the National Competition Points program.

Director of Roster

&127; Coordinate with Robert Half the production, publication and distribution of the annual roster.

&127; Report results to VP Administration as identified by the National Competition Points program.

Director of Seminars

&127; Serve as liaison with identified speakers for follow-up confirmation of speaking schedule.

&127; Coordinate facility requirements for speaker with the Director of Meetings.

&127; Keep VP Education informed of any potential changes or conflicts with scheduled speakers.

&127; Submit speaker biography and topic outline to Director of Newsletter and Director of Public Relations for communication to the membership and the public.

&127; Arrange for speaker gifts.

Vice President of Communications

&127; Member of executive committee.

&127; Coordinates directorships for achievement of communications goals.

&127; Coordinates information flow needed by other parts of the organization, particularly as identified for National point competition.

&127; Reviews activities needed for National point competition and determines programs needed to meet the requirements.

Director of Advertising

&127; Review, compile and revise past advertising strategies for the new year.

&127; Present to the Board a comprehensive pricing package for advertising in Chapter issued publications.

&127; Serve as liaison between advertisers and other Chapter Directors responsible for issuing Chapter publications.

&127; Monitor payment due for all advertising and follow up where necessary.

&127; Report results to VP Administration as identified by the National Competition Points program

Vice President of Community Relations

&127; Member of executive committee.

&127; Coordinates directorships for achievement of community relations’ goals.

&127; Coordinates information flow needed by other parts of the organization, particularly as identified for National point competition.

&127; Reviews activities needed for National Point Competition and determines programs needed to meet the requirements.

Chair of Corporate Development

&127; Identify highest concentration of membership by company.

&127; Develop a contact list for the identified companies.

IMA Professional Development

COMING SOON

Watch for the grand opening of the IMA Lifelong Learning Center. Partnering with other associations and leading edge educational sources, the IMA Lifelong Learning Center will have an expansive selection of conferences, seminars, self-study courses and the latest publications. Offerings will not only be in Finance & Accounting but will include soft and technical skills in such critical areas as: Leadership, Personal Development and Information Technology. The Lifelong Learning Center, which will be web-based, will focus on delivering services and servicing the IMA members. Delivery will be on time, at your place and in your way. The use of new tools will be promoted - technology enabled learning, audio conferences and virtual seminars. There will be universal access to learning opportunities 24/7; delivered faster, cheaper and more effectively. Answering the members' call, the IMA Lifelong Learning Center will become the one stop source for all your career professional development needs.

MAKE THE CPE DEADLINE WITH JUST-IN-TIME LEARNING

The IMA offers two annual subscription packages that make online Continuing Professional Education (CPE) a better value than ever. Put the power of online education at your fingertips with unlimited access to meet all of your CPE requirements.

* The FMN online subscription, the best finance and accounting update in the industry, is available for a special price to IMA members for just $95/year - a savings of $150 over non-member pricing. http://www.fmnonline.com/ima/ <http://www.fmnonline.com/ima/

* If you prefer taking online courses, the SmartPros advantage subscription provides access to hundreds of hours of learning from personal development to skills-based training, all for $199/year. http://education.smartpros.com/main/welcome.asp

* You can also earn six CPE credits by simply reading Strategic Finance Magazine and completing the quarterly quizzes for $35. Order quizzes at orders@imanet.org

NEW SELF STUDY OFFERINGS

IMA members can now take advantage of over 200 new offers in self-study. The IMA is partnering with the nations largest and most noted education providers to bring you a variety of topics, all at a special member discounted rate. The American Management Association, with over 75 years of management training expertise, working with the IMA has introduced 150 new self-study courses in topics from Financial Management to Personal Development. Surgent, the largest vendor of tax-related courses, has joined the IMA in offering a new line of courses in such topics as investments, financial planning, management consulting, accounting and auditing. The new self study course list can be viewed at http://www.imanet.org/content/Education/Self_Study/Self_study.htm and ordered directly from the IMA website.

UPCOMING CONFERENCES - MARK YOUR CALENDARS

IThe IMA 83rd Annual Conference and Exposition, Strategic Finance: NewTrends, New Technologies will be at the Town and Country Resort in San Diego on June 22-26, 2002. Visit IMA's website for more information.

For all of your professional development needs, the IMA is here to serve you. If you desire information on corporate or individual development programs, please contact us at profdev@imanet.org.

New Credential Announced – Certified Business Manager

The Association of Professionals in Business Management (APBM) have introduced a new credential – Certified Business Manager (CBM). The CBM was created to help business professionals who are specialists in their respective fields gain cross-functional knowledge to make them effective business managers and team players. The CBM takes the MBA curriculum and presents it in a certificate format. Individuals who are both a specialist and a generalist are more valuable to their organizations due to their cross-functional knowledge of business, which may be obtained from the CBM program. If an applicant already has a professional certification in a business specialty (i.e. CFM or CMA), he/she may acquire the CBM for a limited time through the Grandfather Clause. After the Grandfather Clause expires on Dec. 31, 2001, taking a two-part exam is necessary to earn the CBM. The exam includes the following ten subject areas: General Management and Organization, Operations Management, Marketing Management, Quality and Process Management, Human Resources Management, Accounting, Finance, Information Technology, Corporate Control and Governance, and International Business. For more information , visit the CBM website, www.cbmexam.com, or call Ms. Devi Vallabhaneni, President and CEO, at 323 936 6757

The IMA Cybrary

This Cyberspace Library is the online, one-stop reference tool for all of your research needs. The IMA Cybrary steers you to the best links in the cyber world—the Web—to find the information you as an IMA member are looking for. Internet search engines, online services, hot topics, industry & company information and reference sources are all right here when you enter the Cybrary—plus help from the Cybrarian.

ww.imanet.org/template.cfm?Section=Certification&template=Cybrary.cfm

ICMA Board of Regents Charts a Course for the Future

At a recent meeting, the ICMA Board of Regents reaffirmed continuing support for the current format of the CMA and CFM certification programs. "These programs represent the future of management accounting and financial management and have received worldwide recognition," said Leslie Sorensen, Chair of the Board of Regents. "We intend to offer both programs for the foreseeable future and concentrate our efforts on ensuring that the CMA and CFM are highly respected as rigorous tests of competence in relevant knowledge and skills."

The Board will review the content specifications for both exams to keep the knowledge and skills required for certification on the cutting edge as topics in many areas, such as information management and financial instruments, experience rapid change. As a basis for this review, the Board will be turning to IMA’s recently updated practice analysis, "Counting More, Counting Less," and a recent study sponsored by IMA, AAA, AICPA and the Big 5 professional service firms, "Accounting Education: Charting the Course Through a Perilous Future."

Extra effort is being made to ensure that the CMA and CFM receive the recognition they deserve. IMA recently dedicated new resources to the corporate arena and to students to increase awareness of IMA and its benefits. A recent certification scholarship program attracted many new student members to IMA, and a major effort has been undertaken to increase corporate support of the CMA and CFM. Resources have been dedicated to the expansion of IMA’s international presence, where membership increased by more than 35 percent in the past year.