2002-2003 Dinner Meeting Schedule
November: How to Start and Stay in Business January: Corporate Fraud & the Aftermath
Ralph Bartell, SCORE Congressman David Price (Tentative)
Community Service Night Joint Meeting with Institute of Internal Auditors
December: 
Holiday Party
February: Lucy L. Gallo, CPA March: What does Management want for Professional
Fraud & Risk Management Staff, Grant Shenk, Worldwide Product
Manager of Thinkpads, IBM
April: Best Practices 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
November CPE Session – 11/21 – La Quinta Inn, Cary – 1-5 PM
Stuart Levine, Attorney, Trainer and Human Resources Professional, will be offering, in conjunction with our Chapter, 4 hours of CPE on “The Power of Effective Work Place Communications” and “Behavioral Interviewing and the Law.” Seating is limited – register at http://www.imanctriangle.org/register.htm.
Fellow IMA’ers:
Our second dinner meeting of the year had an even better turnout than our first! Teresa was a pleasure as our speaker and gave some valuable insights into the current market. Thanks to Ted Bachman for arranging a great speaker. Our next speaker is Ralph Bartell from SCORE arranged by Barry Daly. His topic is “How to Start and Stay in Business”. For those who are looking at alternatives to corporate life, this should be a great presentation. As a former small business owner, I know that the terrain is significantly different from sitting in a large corporation. This is also our Community Service Night. Please come and join us not only for a great speaker but also to hear more of what Bob Boone, our Director of Community Service, has to say about your chapter’s activities in the community. Even better, come and find out how you can use your talents to help our community.
We had a good turnout for our first orientation meeting. Thanks to Bob Wage for organizing and coordinating it as well as Peter Winfrey and Kathy Santos-Rezendes for their contributions. We hope to have two more this year. If you are new to either IMA or our chapter and would like to attend, watch for upcoming announcements. If you know of someone who may be thinking of joining, this would be a great way to introduce him or her to the organization! Bring them along!
We have arranged for four hours of CPE on November 21st. There will be two 2-hour sessions presented by Stuart Levine, a local attorney, trainer and Human Resource executive for 25 years. His courses are certified by the State CPA Board (just as we are). The topics are “The Power of Effective Workplace Communication” and “Behavioral Interviewing and the Law”. It will be held at the La Quinta Inn in Cary from 1 PM – 5 PM and will cost members only $50 for four hours CPE. That is also the same day as our next dinner meeting. Make a day of it and go for five hours of CPE!
In more exciting news, Ted Greer is busy arranging a new CMA review class. 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. Ted is working out the details now, so be sure and watch the web site for the details.
I want to thank those of you who have responded to us by reporting your CPE. Please keep it coming by going to the either our website or national’s and updating the CPE form. Right now, we are reporting only 85% of the national average of CPE hours per member. That reduces the return of your dues to your chapter. I know that with the record number of CMA\CFM (plus the CPA designations) certifications, we should be above 100%. Even if you aren’t certified or have taken more than you need for certification, please report it to us. It all counts for compensation.
We are reinstating the pre-registration discount this year. For the Thursday night dinner meetings, you must have contacted Kathy through the website by Midnight the Sunday before the dinner meeting. Please remember that the prices have changed so that we can cover our cost, not make a profit. 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 Monday - 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 look forward to this year. I hope you do too. Per usual, I will put in my pitch for Board members in closing, although we have had great success in filling our slots. We now have two spots that need your help, a Director of Roster and a Director of Speakers. Come join us and develop those leadership skills.
Ronald J. Lowell,
Chapter President
Home: 821-5469; Work: 998-4045; rlowell@nc.rr.com
November Dinner Seminar
Date & Time: Thursday, Nov. 21, 2002, 6 PM
Place: RTP Marriot, off Miami Blvd.
$25 members; $30 non-members – Registered before 11/18
$30 members; $35 non-members – Registered after 11/17
Speaker: Ralph Bartell, SCORE (Service Corps Of Retired Executives.
Topic: “How to Start and Stay in Business”
Field of Study: Management
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
November Dinner Speaker – Ralph Bartell, SCORE, "How to start and stay in business".
The SCORE Association is a national, nonprofit association with 10,500 volunteer members and 389 chapters throughout the United States and its territories. SCORE is a resource partner with the U.S. Small Business Administration.
SCORE Association Profile
The SCORE Association (Service Corps of Retired Executives) is a nonprofit association dedicated to entrepreneur education and the formation, growth and success of small business nationwide. SCORE is a resource partner with the Small Business Administration (SBA). SCORE Association volunteers serve as "Counselors to America's Small Business." Working and retired executives and business owners donate their time and expertise as volunteer business counselors and provide confidential counseling and mentoring free of charge.
SCORE's Web site mapping feature lets you Find SCORE via the 389 chapters in locations throughout the United States and its territories. Local chapters provide free counseling and low-cost workshops in their communities. SCORE was founded in 1964 and assists approximately 300,000 entrepreneurs annually. Each year, the SCORE Chapter of the Year is honored during Small Business Week in June. Walter H. Channing of Michigan served as the first volunteer president of SCORE. W. Kenneth Yancey, Jr. is the CEO of the SCORE Association.
FY01 SCORE Statistics
More than 4.5 million clients served with SCORE counseling since 1964.
More than 1.2 million volunteer hours donated to assist entrepreneurs.
In FY01, SCORE provided 387,938 services to the small business community through counseling, educational training workshops and online assistance.
On average, 50,000 individuals visit www.score.org each month. In FY01, 59,118 entrepreneurs engaged in SCORE email counseling, which is available 24 hours a day, 7 days a week.
The Business Resource Index gives you a selection of Web sites with useful business information and tools. These hotlinks take you directly to some of the best features on Web sites?view an alphabetical list of specific topics. With one click you can get to real resources.
Business Hotlinks point you in the direction of popular and useful links to Web sites with valuable information. The list is organized by categories. Tour these sites for small business info.
Fraud and abuse cost U.S. organizations over $600 billion annually, and identify theft has become one of the fastest growing crimes in America. This month's Guest Feature? How to Prevent Employee Theft? discusses how small businesses can select the right employees and set policies to help deter fraud
The Top Ten Business Questions. Find out the answers to small business's most compelling questions? as answered by counselors from SCORE.
SCORE Answers Real-World Business Questions
Check out all of the 10 real-world business questions, or find the answer to the question that applies the most to your small business.
1. Why should I care about competition? I trust my product to be successful
2. What do I need to know about financial statements in order to start and manage my small business?
3. What are the most important design elements to be considered in putting together a brochure?
4. How can I do business on the Internet?
5. If I am not planning to apply for a bank loan, why is it important to make a business plan?
6. What location should I consider for my restaurant?
7. How can I obtain help through email counseling on the Internet in setting up my business?
8. If the income projections for my business indicate that it will be profitable in the first year of operation, why is it important to do a monthly cash flow projection?
9. How do I determine whether or not I am capable of starting a business?
10. How do I go about using the local newspapers to advertise the fact that my product will be displayed in conjunction with a community event?
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.
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
For the latest information on the Carolinas Council activities, see http://www.imacarolinascouncil.org/