September 18, 2003 Dinner Meeting

Title:  The Secrets of Effective Networking

Instructor:  Stuart Levine, Stuart Levine & Associates

Place:  RTP Marriott

Time:  6 PM with dinner starting at 6:30 PM

General Content:  Personal Development

Prerequisites: None       Advanced Prep: None

Level: Basic  Teaching Methods: Lecture/Discussion      Recommended CPE: 1 hr.

September 22, 2003 Seminar – 4 Separate Sessions

Title:  Leadership (2 hrs.); Performance Management (2 hrs.);

             Employment Law for Supervisors and Managers (2 hrs.); Behavioral Interviewing  (2 hrs.)

Instructor:  Stuart Levine, Stuart Levine & Associates

Place:  NC Bar Association, 8000 Weston Parkway, Cary, NC

Time:  8:30 AM – 5:00 PM

General Content:  Personal Development

Prerequisites: None                   Advanced Prep: None

Level: Basic  Teaching Methods: Lecture/Discussion      Recommended CPE: 2 hrs. for each session

October 23, 2003 Dinner Meeting

Title:  The Sarbanes-Oxley Act

Instructor:  Peter Coode, PWC

Place:  RTP Marriott

Time:  6 PM with dinner starting at 6:30 PM

General Content:  Personal Development                       Prerequisites: None

Advanced Prep: None              Level: Basic  Teaching Methods: Lecture/Discussion

Recommended CPE: 1 hr.

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

The Secrets of Effective Networking -September 18, 2003 Dinner Meeting CPE Topic

 Just what is networking?  Why is it such a buzzword these days?  What are the secrets to networking effectively?  Find out the answers to these and other questions at our next monthly chapter dinner meeting on Sept. 18.

 Stuart Levine has more than 25 years experience as an attorney, trainer, executive search consultant and human resources executive.  He is a member of the NC Bar Association and currently serves on the NC SHRM State Council as the Co-chair of the Professional Emphasis Group.  He graduated from the University of Florida with a degree in Business Administration and received his JD from the University of Florida School of Law. 

In addition to offering a wide range of HR consulting, outplacement and career planning services, Stuart Levine & Associates (www.levineassociates.net) hosts monthly ExecuNet networking meetings in Raleigh and Charlotte.  These meetings focus solely on helping executives and professionals improve their networking skills, make important contacts and share information with others from different industries and functions.

 Fellow IMA’ers:

Hope everyone is enjoying their summer and with children returning to school it signals the end of summer and the beginning of a new season of exciting IMA educational opportunities. 

We start the new year off with CMA/CFM Part II Review on September 6^th and 13^th, followed by a dinner meeting on September 18^th, and 8 hours of CPE on September 25^th.   Over 20 hours of CPE in one month !   Your Board of Directors has been working very hard to confirm all dinner speakers and below is our latest updated schedule. While all the topics do not yet have speakers, it simply means we have not confirmed the particular speaker we are pursuing.  We will be confirming the agenda in our September newsletter.  Mark your calendars for the 3^rd Thursday of each month (except October 23^rd ) at the Marriott Hotel for dinner meetings and register for any of our meetings at our web site www.imanctriangle.org. 

Dinner Meetings - Tentative

CMA/CFM Review  

http://www.imanctriangle.org/register_cma_review.htm

Tentative CPE sessions:

* Saturday from 10 am to 3 pm, includes lunch ** All day excludes lunch

The portion of your dues that come back to us locally to operate our chapter will depend on your participation in IMA sponsored education.  Under the new competition guidelines, we receive credit for ONLY IMA sponsored CPE taken and thus a return of your dues to us for compensation and competition points. Both are earned a variety of ways.  In education, we earn compensation and points for the attendance at our dinner meetings, CMA/CFM reviews, passing CMA/CFM parts, award of CMA/CFM certifications, and IMA sponsored seminars.  To this end, IMA will automatically record your CPE when you register for each event.  Please be sure to provide our chapter # 406.

Outside CPE no longer counts for compensation or competition points, but it does count towards your annual CPE requirement.  You can go directly to the member portal at the National website and update your personal record. 

Here is just a reminder of the many benefits your IMA membership provides:

§                                IMA Online News - get the latest news on the world of accounting & finance

§                                CMA and CFM certification programs

§                                IMA Ethics Hotline

§                                Free personal e-mail address @theima.org

§                                 Discounts on Conferences, CPE, and Publications in the Lifelong Learning Center www.imalearningcenter.org

§                                Access to members-only Job Bank and E-mail Exchanges

§                                Networking opportunities

§                                Entry to exclusive members area of the IMA website

Looking forward to seeing you on September 18th !

Kathy Santos-Rezendes

Chapter President

CHAPTER FUND RAISER

Due to cutbacks in support from IMA National, the Chapter is planning to raise operating funds and  volunteers will be needed to assist in fund raising projects.

 CMA/CFM  EXAM REVIEW CLASSES 

The Chapter sponsored review classes continue with the review for Part 2 (CFM) to be held on September 6 and 13 on the NCSU campus. Ted Greer is our Director of CMA\CFM Programs and can be contacted 949 – 4809.  Mark your calendars now for the Part 4 (CMA) review that will take place on Oct. 25 and November 1.  Please either contact Ted as soon as possible or check the web site out for other details and registration, www.imanctriangle.org.  These classes really do work.  Recently, a member who had taken an earlier review class was proud to inform us that they had successfully passed.   (See Brochure at the end)

VISIT THE IMA CAROLINAS COUNCIL WEBSITE @ www.imacarolinascouncil.org

IMA – Carolinas Council Fall 2003 Accounting Conference

Holiday Inn Center City, Charlotte, NC

October 17-18, 2003 

********* General Information *********

 Hotel

Please contact the Holiday Inn Center City for reservations at (704)335-5400.  They are holding a block of rooms for our group.  Please let them know you are an IMA Conference Attendee.  We have received a rate of $85/night.  Check out time is 12 pm.

 Hospitality Room

The Council provides a Conference Hospitality room at no charge for refreshments, conversation, and as a central place for participants.  The room will be open from 5:30 to 10:30 on Friday. 

 CPE Certificates

Continuing Professional Education certificates will be awarded to those that sign the attendance sheet at each individual session.  A certificate will be given to you after each session.  Be sure to PRINT your name and chapter on the sign-in list at each individual session and pick up your certificate. 

 Friday Night Entertainment

We will be continuing our road to discovery by visiting Discovery Place for a magical dinner.  We will also have the opportunity to enjoy the many exhibits Discovery Place has to offer.

 ADVERTISE IN THE MOTIVATOR

 Would you like to get your message out to 500 of the area’s accounting and finance professionals?  We are planning on running ads in The Motivator.  We are also looking for sponsors to pick up mailing costs of the monthly newsletter in exchange for exclusive advertising opportunities.  If you are interested in taking advantage of  these opportunities, please contact Teresa Muncer-Shimp, 783-0002, tmuncer@accountantsinc.com

LOG ONTO THE CHAPTER’S WEBSITE

 The Chapter’s web site can be found at www.imanctriangle.org.  Keep up with the latest information about chapter events and upcoming CPE opportunities. 

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. 

IMA Student Chapter Meeting Dates for Fall 2003

The Student Chapter invites all members of the professional chapter to take part in student chapter activities.  All meetings are held at NC State, Nelson Hall, corner of Dan Allen Dr. and Hillsborough St. 

7-7:30 Social, 3^rd floor Accounting Department Lobby**;  7:30 – 8:30 Meeting in Room 2406.

September 10 ** Social has been changed to 2nd floor lobby area

Speakers:  David Roth – Staffing Manager, Accountemps

                  Sue Durphy – Branch Manager for Ajilon Finance

                                         Accounting & Financial Staffing Specialists

                  Kathy Santos – Rezendes – President, Triangle Chapter IMA

 September 23 – Special Event

Accounting Banquet – Crabtree Valley Marriot

                                     6-7 social

                                     7-8:30 dinner

                                     Dress:  Business Professional

October 14

Co-host meeting with Beta Alpha Psi – Corporate Panel

November 8 & 9    IMA Student Conference in Indianapolis, ID

November 12

Topic – Information session on CMA/CFM

             Promote participation in Student Video Case Competition

December 1 -  Holiday Social

                        Tentative – Charlie Goodnight’s Comedy Club for dinner and a show

NC Triangle Chapter # 406 BOARD OF DIRECTORS          Competition Year 2003-2004