Meeting Notice:  Advance Registration price person of $20 for members and $ 25 for Non-members.   At the Door  price per person of $25 for members and $ 30 for Non-members.   If you are a student, please identify yourself to chapter Treasurer at the meeting sign-in table.

Date Time CPE

Hrs

Program Location
09/20/01 6:00 pm 1 6pm Social/Networking

6:30 PM Dinner with Economic/Market overview and update of asset allocation led by Andrew Smith & Keith Livengood of Smith Barney

Marriott,   47 Guardian Drive, RTP just off I-40 Exit # 281 Miami Blvd
10/18/01 6:00 pm 1 6pm Social/Networking

6:30 PM Dinner  with Ricardo Perez, "Immediate Past President" of the Hispanic Chamber of Commerce of North
Carolina. Since leaving IBM in 1992, he has been an independent management consultant working on an international basis.  Mr. Perez is President of International TechOrg. Inc. and is working with clients on I/T strategic planning and I/T project implementation.

Field of Study: Business Development

Marriott,   47 Guardian Drive, RTP just off I-40 Exit # 281 Miami Blvd
11/15/01 12:30 pm 4 12:30 to 1:30 Lunch    1:30 to 5:30 PM Seminar

Life Planning: A Half day seminar that will review the latest in 401K changes and preparation for retirement

Dinner Meeting: The effects on Tourism in North Carolina over the past few months

 

Marriott,   47 Guardian Drive, RTP just off I-40 Exit # 281 Miami Blvd
11/15/01 5:30 pm 1  

5:30 - 6:30 pm Social/Networking

7:45 PM Dinner & Speaker  TBD

Marriott,   47 Guardian Drive, RTP just off I-40 Exit # 281 Miami Blvd
12/13/01 1/2 DAY 4 7:30 to 8:00am  Breakfast    8:00am to 12:00 PM Seminar

Tax ( business, personal and sales\use tax) Seminar Update

Marriott,   47 Guardian Drive, RTP just off I-40 Exit # 281 Miami Blvd
12/13/01 7pm    

7 pm to 10 pm  Holiday Party (see Newsletter for details)

Buffet dinner ($15.00 per person-- guests welcome)

Toys for Tots donation, and a gift game

 

 

Marriott,   47 Guardian Drive, RTP just off I-40 Exit # 281 Miami Blvd
January 17 2002 6:00 pm 1 6pm Social/Networking

6:30 PM Dinner   GAAP's Credibility Gap: How Traditional Reporting Fails Closely Held Businesses

Special Guest Thom Perry from IMA National

 

Marriott,   47 Guardian Drive, RTP just off I-40 Exit # 281 Miami Blvd
February 21, 2002 6:00 pm 1 6pm Social/Networking

6:30 PM Dinner  Community Service Night

Self Help Credit Union

Speakers: Gail McCormick and Roberta Boyd-Norfleet

 

 

Marriott,   47 Guardian Drive, RTP just off I-40 Exit # 281 Miami Blvd
March 8, 2002 

 

7:30am - 5:00 pm 8 Carolina's Council REAP Session on Computer Fraud Comfort Suites, Cary, NC
March 9, 2002 8:30 am - 10:30 am   Cancelled Comfort Suites, Cary, NC
March 21, 2002 6:00 pm 1 6pm Social/Networking

6:30 PM Dinner   Sougata Mukherjee of Triangle Business Journals

Student Night

 

Marriott,   47 Guardian Drive, RTP just off I-40 Exit # 281 Miami Blvd
April 18, 2002 6:00 pm 1 6pm Social/Networking

6:30 PM Dinner   President of IMA National

CMA/CFM  Night

 

Marriott,   47 Guardian Drive, RTP just off I-40 Exit # 281 Miami Blvd
May 2-4, 2002   12 Sponsor: Carolinas Council

Spring REAP Session    

“THE MAGIC OF MASQUERADE”



Thursday: Financial Executive of the Year Presentation/Program
Friday: Program
Saturday: Chapter/Council Leadership Training
Council Meeting

Ocean Creek Resort,

No. Myrtle Beach, SC

May 16, 2002 6:00 pm 1 President's Night Marriott,   47 Guardian Drive, RTP just off I-40 Exit # 281 Miami Blvd
June 22-26, 2002   Earn up to 38 hrs CPE IMA's Annual Conference and Exhibition
Strategic Finance: New Trends, New Technologies
San Diego, CA