February 2003
2003 Dinner Meeting Schedule
February: Risk Management
Lucy Gallo , CPA
Thomas Knight Trent & King LLP
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
State Treasurer’s Office
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
Fellow IMA’ers:
It was a great meeting with Congressman David Price and our peers from the Internal Auditors Association local chapter. We had our biggest turnout of the year and if weather hadn’t threatened, I am sure we would have had more.
Our thanks to LoneSource for an informative presentation. If any of your companies want to sponsor a dinner meeting, just let me know.
By the time you read this, our return to CMA reviews will be history. However, that was only Part II. Make sure to check page two on the web site for the rest of the story.
Do you have a certification? Did you fulfill all of your educational requirements last year? If so, please report to us the professional education you took outside our dinner meetings to meet those requirements.
Our dinner speaker for February is Lucy Gallo and the topic will on fraud and its detection. See below for details. The pre-registration deadline will go back to the Monday before the dinner meeting on Thursday the rest of the year. This pre-registration allows us to plan the size room and setup we need for the meeting. However, I do want to call attention to a provision passed by a previous board on reservations. Basically, if you reserve a seat and don’t show up without canceling and that creates a requirement on us to pay for your reservation, then we will ask for your help in defraying that cost to the chapter. Cancellations need to be in by noon of the day of the dinner if we are to successfully reduce our guarantee to the hotel.
It is with pleasure that I announce to you that we have selected our next President. It is Kathy Santos-Rezendes, our current VP of Communications and webmaster. She has done a great job over the past two years in helping to rebuild our organization. I know that she will continue to lead us forward and continue our growth. Susan Bennett has also consented to serve on the Board as our new Secretary. Susan was involved in the past and is rejoining us for next year. My thanks to both Kathy and Susan for giving us a head start on next year’s success by volunteering early.
We are in the process of establishing next year’s board. For those of you who have considered joining us, please contact myself or Kathy. If the position you are interested in already has a Director, maybe they are going to do something different next year. If not, we can still create an Associate Director position where you can help them do the position, thus relieving them of some of the duties and time requirements of the position. It is a great way to get involved a little at a time until you are ready for a full commitment. Remember, the more we have involved, the less work for each person but the more we can do for the membership in keeping this a vibrant and viable organization.
Ronald J. Lowell,
Chapter President
H: 821-5469; C: 523-2800; rlowell@nc.rr.com
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.
February Dinner Seminar
Date & Time: Thursday, Feb. 20, 2003, 6 PM
Place: RTP Marriot, off Miami Blvd.
$25 members; $30 non-members – Registered before 2/17
$30 members; $35 non-members – Registered after 2/16
Speaker: Lucy Gallo, CPA
Thomas Knight Trent and King, LLP
Topic: “Fraud and Risk Management”
Field of Study: Accounting/Auditing
Recommended CPE: 1 Hour
Prerequisites: None Level: Basic
Advance Preparation: None
Teaching Method: Lecture/Discussion
FINANCIAL EXECUTIVE OF THE YEAR
The submission date has been extended to March 1, 2003. Please go to www.imanctriangle.org for details.
NEXT CMA REVIEW SESSION
CMA Part III review will take place on March 29, 2003. The session is held on the NC State Campus from 8-4 with a one hour break for lunch. Registration can be done on the chapter Web Site . If there are any questions, please call Ted Greer at 919 774 6700 X-5539.
| CMA Part II | January 25 and February 1, 2003 |
| CMA Part III | March 29, 2003 |
| CMA Part I | June 7 and June 14, 2003 |
| CFM Part II | August 30 and September 5, 2003 |
| CMA IV | October 25 and November 1, 2003 |
March Dinner Seminar
Date & Time: Thursday, Mar. 20, 2003, 6 PM
Place: RTP Marriot, off Miami Blvd.
$25 members; $30 non-members – Registered before 3/17
$30 members; $35 non-members – Registered after 3/16
Speaker: Grant Shenk, Worldwide Product Manager of Thinkpads, IBM
Topic: “What does Management want for Professional Staff”
Field of Study: Management
Recommended CPE: 1 Hour
Prerequisites: None Level: Basic
Advance Preparation: None
Teaching Method: Lecture/Discussion
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
COMMUNITY SERVICE OPPORTUNITY
Mark your calendars for The March of Dimes Walk America on Sat., April 26. Our chapter usually helps out with volunteers for registration. We are looking for 5-6 members. See the Website for details, or call Bob Boone, Chapter Community Service Director at 571-7828, or rdboone2000@yahoo.com.
