The
Motivator
May 2002
May Dinner Meeting -- President's Night
Topic "Beyond the Balance Sheet"
Speaker Phill Wilson, Alliance Associates, Inc.
Date Thursday, May 16, 2002
Time 6:00 to 6:30 Social; 6:30 to 8 PM Dinner and Speaker (1 hour CPE)
Cost $20 members, $25 non-members
RSVP- by May 9th
Please register on Website www.imanctriangle.org
Or call Ron Lowell at 821 5469; 523 2800 (mobile)
Location : Marriott at Research Triangle Park, 4700 Guardian Dr. ( Exit 281 Miami Blvd) Durham, NC
CPE 1 hour recommended; Field of Study – Management
Prerequisites: None; Level – Intermediate; Advanced Preparation – None;
Teaching Method – Lecture
The North Carolina Triangle Chapter of the Institute of Management Accountants is registered with the North Carolina 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.
"Beyond the balance sheet"
Those assets most easily measured are not necessarily the most valuable. Today’s most successful companies strategically manage and develop their most competitive weapons: their talent, their systems and processes, their customer partnerships.
Speaker: Phill Wilson of Alliance Associates, Inc.
As principal consultant, coach and facilitator for Alliance Associates Inc. of Chapel Hill, Phill Wilson collaborates with a number of consultants and facilitators to provide companies with specialized services and programs. With the aid of unique business-based learning tools, Phill Wilson helps companies focus on creating value, leading their talent, building their customer base and developing "best in the industry" processes. Along with his sixteen years of experience in training, coaching, and consulting, Phill has three years of experience in a staff position with Nortel Networks, responsible for leadership development, employee involvement training and sales & marketing training. With nine years of industry experience with positions in engineering, sales, and Vice President of Sales & Marketing with Powell Manufacturing Co. Inc., Phill sold and managed accounts in 50 countries and negotiated licensing agreements for the production of equipment in seven countries. He established a national sales and distribution system, increasing market share from 30% to 70 % in primary products. His company established in 1988, Alliance Associates Inc. (AAI) specializes in consulting & coaching, facilitating meetings, conducting accelerated learning programs and offering blended learning solutions that help individuals, teams and organizations improve the overall performance of their company.
EDUCATION: M.Ed., Counseling from UNC at Charlotte; BS Mechanical Engineering from Duke University.
AFFILIATIONS: American Society of Training and Development, Association of Psychological Type, International Coaching Federation, KnoMads (Knowledge Management Consortium), National Organization Development Network
A
DVERTISEMENTTED BACHMAN
FINANCIAL MANAGEMENT CONSULTANT
 | Part-time Controller - For start-up companies that can’t afford a full-time controller, but still need the expertise of a professional with 25 years of related experience. |
| Interim Controller/CFO – Manage finance department for a company while they replace a key employee. |
| Cost Reduction & Control - Identify cost saving opportunities and key cost drivers |
| Systems Conversion – Changing to a new financial accounting system. |
| Tax Preparation – Individuals & small businesses |
(919) 606-3477
tedbachman@mindspring.com
CAROLINAS COUNCIL NEWS
, May 4, 2002. The Carolinas Council will meet in North Myrtle Beach, SC. Leadership Training Session (LTS) will be held before the council meeting.Spring Meeting
EMPLOYMENT OPPORTUNITIES – From the Chapter’s Employment Director
Vice President of Finance for a manufacturing company headquartered in Knoxville, Tennessee. The successful candidate will report to the EVP & CFO and will supervise ±20 individuals who are responsible for accounting, reporting, budgeting, planning, tax and other financial controls. The successful candidate will be a high-performing, high-potential financial professional. Some of the positional requirements include:
* a minimum of five to seven years of business experience;
* an outstanding track record in cost accounting/controller type positions
within a large, well regarded manufacturing company;
* strong leadership experience; must have had experience leading a team in a
high performance, results-oriented, continuous improvement focused company;
* an MBA from a well regarded business school;
* a strong preference for a CPA.
This is an excellent opportunity to work for a high performing industry leader. An attractive compensation package will be developed for the successful candidate.
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
NEW MEMBER/REFERRAL OFFER
Refer any individual who becomes a member of the IMA and receive a $10 discount off the next IMA Dinner. In addition, 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.
FROM THE PRESIDENT
Dear Members:
Well, we just had our best meeting of the year! It was a great turnout for the National President of the IMA and I want to thank all of you who attended.
And this was right after our previous best meeting of the year, Student Night! We had sixteen students from NC State and UNC attending and finding out more about the Management Accounting alternative offered in today’s job market.
Will our final meeting of the year be the best? Only you can determine that. Come join us as we honor our Past Presidents and some very special people with 25 and 50-year certificates! As a bonus, be there and get your name in a drawing for a prize. The speaker is top rate. You will find the details elsewhere in this newsletter, so get onto the web site and sign up!
As always, you will find an organizational chart in this newsletter. As always, it will show open slots on the Board that we need to be filled. I am putting in a chart that will show you this year’s participant as well as next year’s. You will notice some movement around and even some new participants for next year. We are doing better at filling these slots, but we still need more. In fact, the more we have the less work for everyone. If you have someone you really like to work with, ask him or her to team up with you. We can have co-directors, as we have for Educational Vice-President. Or they can be an Associate Director and be a backup for you or maybe trade months so that you aren’t doing it every month. Creative Accounting is not a bad word in our organizational structure.
I am encouraged by the fact that we have all of the Vice-Presidents positions filled. That will make for a better leadership team for the next year and give us an experienced group of people to serve as President in the future. Now is the time to get involved on a Director level so that we can make the job easier on everyone as people who want to move up have the resources to get the job done.
Also, remember that when you sign up a new member, you get half off a dinner and your new member gets half off as well!
And now for something completely different, some changes in IMA and chapter compensation at the National level. Some of you may know that the Chapter gets part of its funding from National based upon the point system. As we provide CPE for our members, we get points that translate into money. Since we put on the CPE, we reported those points to National. That is changing. After June 1, all CPE taken by our members will be eligible for points for this Chapter. As such, the CPE you take either at work or with another organization that qualifies as credit toward your certification are eligible to this Chapter as points. The difference is how we get credit for those CPE hours. It will be up to the member to log into the IMA website and report those hours. That is the only way that credit would get back to the Chapter. On the surface, this appears to broaden our point base, but it will only work if you, the member, report those points. I would seriously like to have input from the membership as to the best method we can use to assist you in reporting the CPE hours so that we maximize the points back to the Chapter. We will be pursuing with National other options as well and talking to other professional organizations as to their point\reimbursement structure.
As the year draws to a close, I want to thank all of my Board who has worked so diligently to make this the best organization for you, the membership. If you know someone on the Board, please thank them for their effort and dedication.
Ronald J. Lowell
821-5469
rlowell@nc.rr.com
2001-2002 Program Schedule
Dinner Meetings are planned for the 3rd Thursday of the Month.
If you have a seminar topic/suggested dinner speaker you are interested in, please call George Cahill 782 7570 or Ted Bachman 544 4350 x 220
Board Meetings, 2nd Monday each month 6:30 PM
Check with a Board Member (Ron Lowell) for the location.
Log onto the Chapter’s Website
The Chapter’s Website can be found at
www.imanctriangle.org. Keep up with the latest information about chapter events. Check it out. Special thanks to our web designers Alayna Manville-Sulym, and Kathy Santos-Rezendes.
Community Service News
CALLING ALL YOU CIVIC MINDED MEMBERS!
Here’s an opportunity for you to contribute to your community
We are currently inviting many local non-profits to tell us if they need the help of our membership, particularly our financial expertise. We have many members who currently serve on the boards of local non-profits. If you are willing and interested in contributing your time and expertise to a non-profit organization, please let us know by e-mailing your contact information and the time commitment you are willing to contribute to our Director of Community Service, Barry Daly at barrydaly@aol.com or call him at 919-387-2250.
If you know of a local non-profit in need of volunteer financial expertise, please email Barry with the details and he will publicize the need in our various communications.
Community Service Opportunity
. A local non-profit is seeking some financial oversight help. They are a 40-year-old social service organization with a $1.6 million budget. Their annual audit is very important for funding sources. In the past they have had clean audits, but they are growing so rapidly that they need someone to come in monthly to review their financial reports and systems. Ideally, they are looking for a CPA with nonprofit experience, as well as experience with HUD and state and local grants. The accounting software they use is Peachtree. They are open 9-4 Monday through Friday. Contact Barry Daly at 919-387-2250 or barrydaly@aol.com for further details.
OPEN POSITIONS ON THE BOARD
Administration
Director of Facilities
| Investigate sites for meetings ad compile alternatives for presentation to the Board. |
| Negotiate and sign contract for facilities as directed by the Board. |
| Coordinate all arrangements needed by other Directors for meetings with facility. |
| Serve as clearinghouse for facility information, including guaranties for meetings or seminars. |
| Approve all invoices related to facility charges. |
| Pick up from and return to Secretary all Chapter owned equipment. |
Education
Director of Seminars
| Serve as liaison with identified speakers for follow-up confirmation of speaking schedule. |
| Coordinate facility requirements for speaker with the Director of Meetings. |
| Keep VP Education informed of any potential changes or conflicts with scheduled speakers. |
| Submit speaker biography and topic outline to Director of Newsletter and Director of Public Relations for communication to the membership and the public. |
| Arrange for speaker gifts. |
Communication
Director of Advertising
| Review, compile and revise past advertising strategies for the new year. |
| Present to the Board a comprehensive pricing package for advertising in Chapter issued publications. |
| Serve as liaison between advertisers and other Chapter Directors responsible for issuing Chapter publications. |
| Monitor payment due for all advertising and follow up where necessary. |
| Report results to VP Administration as identified by the National Competition Points program |