Your Chapter’s goal for this program year is to provide high quality and low-cost CPE, along with networking opportunities during the year.  Since your last newsletter the Board has continued their brainstorming and following up on ideas for topics and speakers.  Below is a tentative program, and 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 program in our August newsletter.  Mark your calendars for the 3^rd Thursday of each month at the Marriott Hotel for dinner meetings and register for any of our meetings at our web site www.imanctriangle.org. 

Dinner Meetings

                                                   CMA/CFM Review  

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

                                         CPE sessions

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

There have been many changes at National particularly in compensation and competition for the 2003-2004 year.  Over the next few weeks some of you may be contacted regarding sponsorship of, as well as advertisements in, our Annual Roster and monthly newsletters.  Several organizations have already accepted sponsorship and it is greatly appreciated.

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 in 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 at registration.

 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. 

While we are planning our new year there is one remaining CPE opportunity available this summer:  The Carolinas Council (www.imacarolinascouncil.org) will be hosting 8 hours of continuing education on Friday July 25^th  in Greensboro, NC.

 If you’re a member and have not participated in our events recently, please consider this your invitation.   If you are not a member, please come check us out and consider joining IMA.  We want to make your IMA experience the best possible !

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 funding 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

The Carolinas Council will be hosting 8 hours of continuing education on Friday July 25^th  in Greensboro, NC (www.imacarolinascouncil.org).  The website has all the speaker and registration information.

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.

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