2003 Dinner Meeting Schedule
March: Lea A. Strickland, CMA CFM CBM, F.O.C.U.S. Resources
Topic:Today's Business Environment and What Employers' Expect
Student Night -- Dinner is FREE to the first 25 Students who register on line.
April: Grant Shenk, Worldwide Product Manager of Thinkpads, IBM
Topic: Marketing of ThinkPad and the Role of the CMA at IBM
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:
Well, we had another great speaker as well as a great attendance. Over 40 people enjoyed the talk given by Lucy Gallo as she went further into the topic of fraud detection that is such a part of our profession after Enron. Look for more of Lucy in the coming months as we continue to strengthen our Professional Education series of seminars.
Our thanks to Trio, LLC for sponsoring our March meeting. Please refer to a brief description of their company or a flyer if you are receiving a hard copy of this newsletter. They will also have a 10 minute presentation at our dinner meeting in March.
Our next CMA review is coming up on March 29. It is a one day review again done by the NC State Professors. Great CPE even if you don’t need the review for the test. Check other parts of the newsletter for the details.
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 March is Lea Strickland. Lea comes from a very broad background with various companies in CFO\Controller positions. Some were private, some were public, some were startup and some were Fortune 500. For those students attending, indeed for all of us who are looking for how different companies and different situations require different solutions, this will be a very enlightening and enjoyable presentation as Lea talks about the variety of different problems she faced. How are companies the same yet different? Why doesn’t the same solution work for a privately held corporation and a Fortune 500? You will enjoy both the content and the presentation as Lea is a dynamic speaker with a unique sense of humor. The pre-registration deadline is the Monday before the Thursday dinner meeting. This pre-registration allows us to plan the room size and setup we need for the meeting. Cancellations need to be in by noon of the day of the dinner if we are to successfully reduce our guarantee to the hotel.
As you already know, Kathy Santos-Rezendes is our President elect. The balance of the Board is remaining on with some changes in position. However, we may need one of two Directors and we can always use Associate Directors to help the Directors out. Some of the positions are more demanding than others. Please contact Kathy, myself or Ted Greer if you have any interest in participating on the Board for next year. The next term starts in May. 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.
Bob Boone has some details on the annual March of Dimes walk below. I want to encourage all of you to participate in the March of Dimes event, whether its walking or helping to count money, it doesn’t matter. Bob really needs some volunteers. Let’s get behind him and show him the IMA spirit of community participation.
Please see the details on our membership drive presented by Ted Bachman. Also see details of our upcoming seminars being put on by Lea Strickland, one on 3\22\03 on sales and use tax with a practical application seminar in the afternoon.
See you at dinner!
Ronald J. Lowell, Chapter President
Home: 821-5469;Cell: 523-2800
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.
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 at www.imanctriangle.org/review1.htm For info, please call Ted Greer at 919 774 6700 X-5539.
March Dinner Seminar
Date & Time: Thursday, Mar. 20, 2003, 6 PM
Place: RTP Marriot, off Miami Blvd.
$25 IMA members; $30 non-members–Register before 3/17
$30 IMA members; $35 non-members–Register after 3/16
Speaker: Lea A. Strickland, CMA CFM CBM
F.O.C.U.S. Resources - See next page for additional information
Topic: “Today's Business Environment and What Employers' Expect ”
Field of Study: Management
Recommended CPE: 1 Hour
Prerequisites: None Level: Basic
Advance Preparation: None
Teaching Method: Lecture/Discussion
Student Night-first 25 registered free!
The March meeting of the Triangle chapter of the IMA is proudly sponsored by Trio, LLC. Trio is a new, locally owned and managed staffing and recruiting firm based in RTP, NC. There are currently two operating divisions of Trio one of which involves the placement of accounting and financial personnel. This division is managed by Drake Berryhill, who is now serving as the Director of Retention for the board of the IMA’s Triangle chapter. An array of door prizes will be given out at the meeting including a special prize for a lucky student attendee!
Trio, LLC works with Triangle area companies in supplying accounting and financial personnel on a contract, contract-hire and direct hire basis. From Accounting Clerk to CFO, from Collections to Payroll, Trio has the ability to fill a wide range of accounting and financial positions. Please visit our website at www.triollc.com for more information about our services.
March Half-Day CPE Seminars
March 22, 2003 – 8:00 pm to 12:00 pm
Topic: “Sales and Use Tax”
Presenter: Lea A. Strickland, CMA CFM CBM, F.O.C.U.S. Resources
Location: 5540 Centerview Drive, Raleigh NC
Subject: Taxation
Prerequisites: None Advance Prep: None Course Level: Basic
Teaching Methods: Lecture/Discussion CPE hours: 4
March 22, 2003 --- 12:30 to 4:30 pm
Topic: “Managing Procurement – Sales and Use Taxes and Other Cost Control Opportunities”
Presenter: Lea A. Strickland, CMA CFM CBM, F.O.C.U.S. Resources
Location: 5540 Centerview Drive, Raleigh
Subject: Taxation
Prerequisites: None Advance Prep: None Course Level: Basic
Teaching Methods: Lecture/Discussion CPE hours: 4
Financial/Accounting Systems, Controls and Processes
Operational Planning and Processes
Cash and Capital Management
Utilization and Identification of Key Resources
Strategic Planning and Business Model
Ms. Strickland is President and principal consultant of F.O.C.U.S. Resources and brings over 15 years of practical, hands-on experience in service and manufacturing organizations from both financial controllership/CFO and operational leadership positions. Leading initiatives in companies that include many companies large and small. Lea has experience in a broad spectrum of financial, operational and strategic activities, including:
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Activity Based Cost Management |
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Enterprise Resource Planning System implementations of Hyperion |
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BaaN, Lead, MANMAN and several proprietary business systems |
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Compliance and government projects in NAFTA, AALA, Customs Sales and Use Taxes, Escheat, and other key business issues. |
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Theory of Constraints Management, |
April Dinner Seminar
Date & Time: Thursday, April 17, 2003, 6 PM
Place: RTP Marriot, off Miami Blvd.
$25 IMA members; $30 non-members–Register before 4/14
$30 IMA members; $35 non-members–Register after 4/13
Speaker: Grant Shenk, Worldwide Product Manager of Thinkpads, IBM
Topic: “Marketing of ThinkPad and the Role of the CMA at IBM”
Field of Study: Management
Recommended CPE: 1 Hour
Prerequisites: None Level: Basic
Advance Preparation: None
Teaching Method: Lecture/Discussion
CMA\CFM Night
April Half-Day CPE Seminars
April 26, 2003 – 8:00 to 12:00 pm
Topic: “Cost Management: ABC/M, Throughput, and Other Approaches”
Presenter: Lea A. Strickland, CMA CFM CBM, F.O.C.U.S. Resources
Location: 5540 Centerview Drive, Raleigh, NC
Subject: Management
Prerequisites: None Advance Prep: None Course Level: Basic
Teaching Methods: Lecture/Discussion CPE hours: 4
April 26, 2003 – 12:30 to 4:30 pm
Topic: “Budgeting: Cost Control Versus Cost Reduction – Breakeven and Other Tools”
Presenter: Lea A. Strickland, CMA CFM CBM, F.O.C.U.S. Resources
Location: 5540 Centerview Drive, Raleigh, NC
Subject: Management
Prerequisites: None Advance Prep: None Course Level: Basic
Teaching Methods: Lecture/Discussion CPE hours: 4
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.
IMA CAROLINAS COUNCIL is sponsoring the SPRING REAP at Ocean Creek Resort, North Myrtle Beach, SC. The date is May 1 through 3, 2003 and we are offering 13 hrs of CPE. For all new Officers and Directors to the IMA Chapter Board, we are offering a Leadership Training Session (LTS) Session. This is a great opportunity to learn more about your position, IMA resources,.and the hands on experience gained by various Carolina Council Board Members.. www.imacarolinascouncil.org/spring_2003.htm
PLEASE CONTACT THE RESORT DIRECTLY FOR RESERVATIONS, (Toll Free: 1-800-845-0353). Identify yourself as an "IMA Conference Attendee" and refer to Group # 22654 when making the reservation to receive the conference rate.
NOTE: A block of rooms is being held for the conference UNTIL 3/31/03. At that time rooms will be released to the Resort and will be given out to anyone on a first-come first-serve basis. Due to the very high demand on Resorts rooms during these dates, early reservations are Strongly Encouraged!
For additional information, see the Council’s website at www.imacarolinascouncil.org/spring_2003.htm
Membership & Marketing
Membership Competition - Win $100