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:            SCORE

                             Community Service Night

January:                 Joint Meeting Institute of Internal Auditors

February:               Risk Management

March:                 What does Management want from Professional Staff, Grant Shenk, Worldwide Product Manager of Thinkpads, IBM

April:                     Fraud

CMA/CFM Night

May:                      Andrew Silton, State 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. Cost is $25 members, $30 non-members. Register at www.imanctriangle.org

LETTER FROM THE PRESIDENT:

Fellow IMA’ers:

As mentioned in earlier letters, we have a significant change in how we are getting compensated this year. The compensation is tied partially to CPE credits for each member. If you go to the National web site, you find under your individual "portal" a place to input your CPE. That is the ideal way for you to report your CPE for credit to our chapter. However, if you would rather go to our chapter web site, we are planning on having a form for you to fill out to record your CPE. We intend for this process to be electronic and Kathy has done wonders with the web site. Please remember, this is not just CPE that you take through IMA. It is any CPE that qualifies as continuing education for any professional certifications whether put on through an accounting association, your employer or a professional seminar firm. If you report it to us, we will forward that detail to National IMA for credit to our chapter. 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

Date & Time: Thursday, Sept. 19, 2002, 6 PM

Place: RTP Marriot, off Miami Blvd.

Cost: $25 members; $30 non-members

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

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

Charlotte, NC Textile manufacturer is seeking strong Manufacturing & Procurement Accountant with JD Edwards experience (XE Preferred). Background should include 5+ years applicable accounting experience, minimum BS Accounting (MS preferred).Compensation range in the mid-70’s + Bonus. Relocation expenses provided. Manufacturing and JD Edwards experience a must. No others will be considered.

Charlotte, NC Textile company is seeking a Financial/Internal Reporting Accountant with JD Edwards experience (XE Preferred0. Background should include 5+ years applicable accounting experience, minimum BS Accounting (MS preferred). Compensation range in the mid-70’s + Bonus. Relocation expenses provided + Bonus. Relocation expenses provided. Manufacturing and JD Edwards experience a must. No others will be considered.

*Construction background Preferred *Experience 3-5 years *Education- Minimum of BA in Accounting or Finance *Salary- mid-50's *Location- Charlotte, NC area *Requires Oracle experience.

Refer any individual who becomes a member of the IMA and receive a $10 discount off the next IMA Dinner. Any new member will also qualify for this offer. This will not include transfers or members who have let their membership lapse within the past year. This is a great way to increase IMA enrollment and also hear one of our informative guest speakers.

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.

President                                      Ron Lowell   rlowell@nc.rr.com

Vice President                             Administration Lowell Miller

Vice President                             Membership Claire Adams

Vice President                             Education Peter Winfrey & Ted Bachman

Vice President                             Communications Kathy Santos-Rezendes

Vice President                             Community Relations Barry Daly

Director Newsletter                     Tim Romocki

Director Student Activities          Max Shishnyak

Secretary                                     Jeanette King

Director Member Acquisition     Bob Wage

Director Public Relations             Nancy Smith

Director Employment                 Chris McKittrick,  ctm1999@hotmail.com

Director Manuscripts                  Steve Drago

Director Web Site                       Kathy Santos-Rezendes  rezendes@bellsouth.net

Chair Corporate Development  Bob Wage

President Student Chapter

                        NC State              Felicia Atkinson

Carolina Council Delegates Jim Santaniello & Carl Allen