2002-2003 Dinner Meeting Schedule
January: Corporate Fraud & the Aftermath
Congressman David Price
Joint Meeting with Institute of Internal Auditors
February: Lucy L. Gallo, CPA March: What does Management want for Professional
Fraud & Risk Management Staff, Grant Shenk, Worldwide Product
Thomas KnightTrent & King, LLP Manager of Thinkpads, IBM
April: Industry Leader May: Andrew Silton, Chief Investment Officer
CMA/CFM Night 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:
We are starting out the year with a visit from Congressman David Price and welcoming our peers from the Internal Auditors Association local chapter. Congressman Price has been a member of the Budget Committee for the past few years as well as a member of the Small Business Committee in years past. He is planning on discussing the final legislation that passed Congress addressing the situations with Enron and MCI Worldcom. I know it will be a very informative presentation on legislation that will affect all of us in one way or another.
As many of you may remember, we in the past have had sponsors for the dinner meetings. We want to thank LoneSource for reintroducing the sponsorship role again at this dinner meeting. They have a short paragraph on their company in the newsletter and will also be at the meeting to pass out literature, make a short presentation and answer any questions you have on their company or services. If your company or if you know of a company that would like to sponsor a dinner meeting or seminar, please have them contact me.
Please note that since we are having a joint meeting in January, the pre-registration deadline for the discount rate is the Friday before the meeting, January 10th. Also, please register early. We expect a good turnout and would like to give as much notice to the Marriott as possible if we need to move to a bigger meeting room. Does that mean you won’t be able to attend if you don’t pre-register? No. They are buffets, so the Marriott will have enough for a certain number of people who will show up at the door without pre-registrations. We would appreciate if you do know you are coming and it is Saturday - Wednesday that you go ahead and register. That way, if a significant number of people over the Marriott’s number are coming we can alert the Marriott to that fact. However, it will cost you $5 more. Let me emphasize that even though we raised the price this year, all we do is cover the cost of the meal.
I have enjoyed this year as we have had great speakers, good attendance and re-introduced some services to the membership. The second half looks to be the same. I will also point out that we are now starting our search for next year’s board. If you haven’t been involved, please consider taking a position. You could start out as an Associate Director which would mean you could assist a Director and learn their position. If you have any interest in doing that, please let me know. We will be finalizing our selections by the end of February for submittal to National.
Ronald J. Lowell
Chapter President
H: 821-5469 W: 998-4045
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.
January Dinner Seminar
Date & Time: Thursday, Jan. 16, 2003, 6 PM
Place: RTP Marriot, off Miami Blvd.
$25 members; $30 non-members – Registered before 1/11
$30 members; $35 non-members – Registered after 1/10
Speaker: Congressman David Price,
United States House of Representatives
Topic: “Corporate Fraud and the Aftermath – the Sarbanes-Oxley Act”
Field of Study: Ethics/Reporting Standards
Recommended CPE: 1 Hour
Prerequisites: None Level: Basic
Advance Preparation: None
Teaching Method: Lecture/Discussion
Joint Meeting with the Triangle Chapter of the Institute of Internal Auditors
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
LoneSource, the fastest growing provider of procurement solutions, is scheduled to host the January meeting of the Institute of Management Accountants. LoneSource enables companies to focus on core competencies by increasing the efficiency of the procurement process, simplifying the invoice reconciliation and payment process, and dramatically reducing the number of invoices companies need to process each month. Through innovation, industry experience and a powerful new procurement platform, LoneSource has re-engineered the supply chain business model to create tremendous value for more than 400 customers through out the country. Chief Financial Officers from Banking and Finance to the Biotech industry are now relying on LoneSource as their one, simple source for all indirect goods and for a new model for tracking, budgeting and reconciling spend.
Menu: Italian Buffet
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 L. Gallo, CPA,
Thomas Knight Trent & King, LLP
Topic: “Fraud & Risk Management”
Field of Study: Accounting/Auditing
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
NEW CMAs/CFMs
The Chapter is proud to recognize these newly certified chapter members: Edith Ennis, CMA; Julianna Koffa CMA/CFM; Barbara A. Mendler, CMA/CFM. Congratulations!
A special recognition to Barbara who received a Certificate of Distinguished Performance for the Summer CFM test passing all four parts of the CFM certificate within a six month period! Way to go Barbara!
CMA/CFM REVIEW SESSIONS
Ted Greer, our Director of CMA\CFM Programs, has successfully arranged a new CMA review class for Part II. Our format will be a little different. Instead of doing a review of all parts over the next nine weeks, we are going to do one part, allow time for taking the test and then schedule another review part. Our first installment will be on January 25th/26th and February 1st/2nd. It will be taught by a Professor at NC State who has done our previous sessions and will be on the NC State campus. The cost is $180\member for both days. For non-members of IMA, the price is $250 for both days, still a fair price. We do have a minimum we need to meet, so please either contact Ted as soon as possible or check the web site out for other details and registration, www.imanctriangle.org.
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.
CAROLINAS COUNCIL INFORMATION
FINANCIAL EXECUTIVE OF THE YEAR
In this post-Enron & Company era, let’s recognize the good guys! The Carolinas Council is sponsoring the Financial Executive of the Year Award. This award is to honor and recognize the performance and accomplishment of financial executives in the two Carolinas and Augusta Georgia. The award will be presented during a luncheon Thursday May 1, 2003 at the Carolinas Council Accounting Conference.
Please consider making a nomination for this award. Nomination forms are available from your Chapter President, the Carolinas Council website, www.imacarolinascouncil.org or from Tom Patton at tagpatton@aol.com or by phone at (704) 845-3321. Nominations will be accepted until February 15, 2003.
WINTER REAP
The upcoming Winter Carolinas Council REAP is being hosted by the Greater Greenville & Spartanburg chapters.
When: Friday & Saturday, February 21-22, 2003
Location: Airport Marriott (Only 3.5 miles from the Greenville-Spartanburg International Airport)
One Parkway East
Greenville, SC 29615
USA
Phone: 1 864-297-0300
Fax: 1 864-281-0801
Toll Free: 1 800-833-2221Rate $69.00 per night
For the latest information on the Carolinas Council activities, see http://www.imacarolinascouncil.org/