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September 2003
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September 18, 2003 Dinner Meeting
Title: The Secrets of Effective Networking
Instructor: Stuart Levine, Stuart Levine & Associates
Place: RTP Marriott
Time: 6 PM with dinner starting at 6:30 PM
General Content: Personal Development
Prerequisites: None Advanced Prep: None
Level: Basic Teaching Methods: Lecture/Discussion Recommended CPE: 1 hr.
September 22, 2003 Seminar – 4 Separate Sessions
Title: Leadership (2 hrs.); Performance Management (2 hrs.);
Employment Law for Supervisors and Managers (2 hrs.); Behavioral Interviewing (2 hrs.)
Instructor: Stuart Levine, Stuart Levine & Associates
Place: NC Bar Association, 8000 Weston Parkway, Cary, NC
Time: 8:30 AM – 5:00 PM
General Content: Personal Development
Prerequisites: None Advanced Prep: None
Level: Basic Teaching Methods: Lecture/Discussion Recommended CPE: 2 hrs. for each session
October 16, 2003 Dinner Meeting
Title: The Sarbanes-Oxley Act
Instructor: Peter Coode, PWC
Place: RTP Marriott
Time: 6 PM with dinner starting at 6:30 PM
General Content: Personal Development Prerequisites: None
Advanced Prep: None Level: Basic Teaching Methods: Lecture/Discussion
Recommended CPE: 1 hr.
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
This month’s newsletter is sponsored by:
From the President
I hope you have had a chance for some rest and relaxation this summer, and are ready to join us for some great technical sessions, earn CPE credits and enlarge your network. Our Board has come up with an impressive list of eight programs for 2003-2004. Check out the program on our website, write the dates on your calendar now, and post the schedule on the wall as a reminder. The new year is off to a great start with over 20 hours of CPE being offered in September at a very reasonable cost !
We would like to invite 
you
to our first dinner meeting on September 18th. Our speaker is Stuart Levine
of Levine Associates and host of ExecuNet.
For all new members since last October 2002 we are offering a special New Member Orientation session from 6:00 pm to 6:30 pm. This is meant for any new members of our chapter, but anyone who wants to learn more about National or local benefits are free to attend. For those interested, please check the box on the registration form.
GET CERTIFIED ! The Certified Management Accountant (CMA) and the Certified in Financial Management (CFM) Programs have been designed to recognize the unique qualifications and expertise of those professionals engaged in management accounting and financial management. Our next CMA/CFM review session for Part II is September 6th and 13th .
This year we will continue to e-mail the newsletter and other important information to you. If your e-mail address as provided to IMA National is missing or needs updating, you can make the corrections on line at www.imanet.org in the members only section. You can also check your profile, update any of your personal information, add CPE hours as well as renew your membership online
We would be delighted and honored to see you at our September events. Your Chapter is accomplishing its goals of high-quality, low cost CPE opportunities and meaningful networking opportunities. We hope to see you there.
Sincerely,
Kathy Santos-Rezendes
President
NC Triangle chapter # 406
The Secrets of Effective Networking -September 18, 2003 Dinner Meeting CPE Topic
Just what is networking? Why is it such a buzzword these days? What are the secrets to networking effectively? Find out the answers to these and other questions at our next monthly chapter dinner meeting on Sept. 18th.
Stuart Levine has more than 25 years experience as an attorney, trainer, executive search consultant and human resources executive. He is a member of the NC Bar Association and currently serves on the NC SHRM State Council as the Co-chair of the Professional Emphasis Group. He graduated from the University of Florida with a degree in Business Administration and received his JD from the University of Florida School of Law.
In addition to offering a wide range of HR consulting, outplacement and career planning services, Stuart Levine & Associates (www.levineassociates.net) hosts monthly ExecuNet networking meetings in Raleigh and Charlotte. These meetings focus solely on helping executives and professionals improve their networking skills, make important contacts and share information with others from different industries and functions.
Mark your calendars for the 3rd Thursday of each month at the Marriott Hotel for dinner meetings and register for any of our meetings at our web site http://www.imanctriangle.org/register.htm
Dinner Meetings
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Date |
Topic/Event |
Speaker |
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September 18, 2003 |
Secrets of Effective Networking
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Stuart Levine, Attorney, Levine Assoicates & host of ExecuNet |
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October 16, 2003
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Sarbanes Oxley Joint Meeting Institute of Internal Auditors New Member Orientation |
Peter Coode, PWC
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November 20, 2003
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Not For Profit Leader Community Service: Toys for Tots |
James Gibson, CFO, Research Triangle Institute |
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December 2003 |
Special Holiday Event |
Details to be finalized |
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January 15, 2004 |
Fraud |
Andrew Thomure, Special Agent Raleigh Field Office, FBI |
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February 19, 2004 |
Raising Capital /Managing Existing Cash |
Details to be finalized |
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March 18, 2004 |
Software Trends Student Chapter Night |
Bob Callanan Principal - Consulting Division with Thomas, Knight, Trent & King |
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April 15, 2004 |
Industry Leader CMA/CFM Recognition Night |
Bob Bazemore, Corporate Controller, Progress Energy |
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May 20, 2004 |
Economic Update Past Presidents Night |
Dr. Mike Walden William Neal Reynolds Distinguished Professor & Extension Economist for NC State University's Dept. of Agricultural & Resource Economics
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CMA/CFM Review
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Date |
Part |
Location |
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September 6 and 13, 2003 |
CMA/CFM Part II |
NC State Univ. Nelson Hall |
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Oct. 25 and Nov. 1, 2003 |
CMA IV |
NC State Univ. Nelson Hall |
Register at : http://www.imanctriangle.org/register_cma_review.htm
CPE sessions
register at : http://www.imanctriangle.org/2003_cpe_reg.htm
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Date |
Topic |
Instructor |
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September 22, 2003 ** |
HR Topics 8 hours CPE |
Stuart Levine |
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October 18, 2003 * |
Cost Seminar 4 hours CPE |
Lea Strickland |
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November 11, 2003 ** |
Team Building 8 hrs CPE |
Stuart Levine |
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December 13, 2003 * |
Marketing Yourself 4 hrs CPE |
Lea Strickland |
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February 12, 2004 ** |
Workplace,
Conflict, Harrassment, Communication
8 hours of CPE |
Stuart Levine |
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March 20, 2004 * |
Financial Systems 4 hrs CPE |
Lea Strickland |
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April 22, 2004 ** |
Leaderhship, Ethics, & Performance Measurement 8 hours of CPE |
Stuart Levine |
* Saturday from 10 am to 3 pm, includes lunch ** All day excludes lunch
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 fund 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
IMA – Carolinas Council Fall 2003 Accounting Conference
Holiday Inn Center City, Charlotte, NC
October 17-18, 2003 (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.
IMA Student Chapter Meeting Dates for Fall 2003
The Student Chapter invites all members of the professional chapter to take part in student chapter activities. All meetings are held at NC State, Nelson Hall, corner of Dan Allen Dr. and Hillsborough St.
7-7:30 Social, 3rd floor Accounting Department Lobby; 7:30 – 8:30 Meeting in Room 2406.
September 10
Speakers: David Roth – Staffing Manager, Accountemps
Sue Durphy – Branch Manager for Ajilon Finance
Accounting & Financial Staffing Specialists
Jim Santaniello – Manager of Internal Audit, Highwoods Properties
September 23 – Special Event
Accounting Banquet – Crabtree Valley Marriot
6-7 social
7-8:30 dinner
Dress: Business Professional
October 14
Co-host meeting with Beta Alpha Psi – Corporate Panel
November 8 & 9 IMA Student Conference in Indianapolis, ID
November 12
Topic – Information session on CMA/CFM
Promote participation in Student Video Case Competition
December 1 - Holiday Social
Tentative – Charlie Goodnight’s Comedy Club for dinner and a show
NC Triangle
Chapter # 406 BOARD OF DIRECTORS Competition Year 2003-2004
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President
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Kathy Santos-Rezendes
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Carolina Council Delegates
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Phil Horton Ron Lowell
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Vice Pres. Administration
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Barry Daly
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Director of Employment
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Chris McKittrick
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Treasurer
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Lowell Miller
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Secretary
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Jim Santaniello
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Directors Member Attendance
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Lisa Frady-Davis Bob Sefton |
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Director Fund Raising
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Teresa Muncer-Shimp
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Vice President Membership
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Ted Bachman
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Director Member Acquisition
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Drake Berryhill
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Director Member Retention
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Maggie Klug
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Director Special Activities
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Jeanette King
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Vice President Education
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Peter Winfrey
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Directors CMA/CFM Programs
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Ted Greer Chris Johnson |
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Director Seminars |
Bob Wage |
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Director Manuscripts |
Steve Drago |
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Director Program Registration |
Jennifer Coltrane |
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Vice Pres. Communications |
David Roth |
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Director Newsletter |
Tim Romocki |
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Director Public Relations |
Nancy Smith |
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Director Website |
Kathy Santos-Rezendes |
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Director Roster |
Sue Durphy |
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V. P. Community Relations |
Ron Lowell |
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Director Student Activities |
Max Shishnyak |
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Chair-Corporate Development
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Phil Horton Joseph Fields
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Director Community Service |
Bob Boone |
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Student Chapter President (NC STATE) |
Chrisy Cook |
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The CMA/CFM Examinations |
The CMA/CFM Program
The CMA/CFM programs certify professional competence in the broad fields of management accounting and financial management. These certification programs are administered by the Institute of Management Accountants (PO Box 405, Montvale, NJ,07645-0405, 1-800-638-4427).
The Certified Management Accountant designation was developed by the ICMA in 1972 to provide an objective measure of the individual's knowledge and competence in the field of management accounting. Only the CMA program recognizes the unique proficiencies required for success in this challenging profession. The CMA program has received the endorsement of approximately 200 corporate and academic organizations.
The Certified in Financial Management designation provides an objective measure of an individual's knowledge and competence in the field of financial management. The ICMA created the CFM because the unique skills, experience, and knowledge of the financial management profession have long required a dedicated certification of excellence. We think you will agree that the CFM Program recognizes the proficiency required by the financial management profession. The CFM Program is co-sponsored by the Financial Management Association International which is the premier academic association for financial management. Additional information can be found at http://www.imanet.org.
The CMA and CFM have 3 parts in common, and the parts are taken in order designated by the candidate.
Part Subject
1 Economics, Finance, and Management
2 CMA Financial Accounting and Reporting
2 CFM Corporate Financial Management
3 Management Reporting, Analysis and Behavioral Issues
4 Decision Analysis, Information Systems and Management Control
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Certification Requirements |
· Member of the IMA and ICMA
· Pass all four parts of the CMA or CFM
· Satisfy the experience requirement
· Comply with the Standards of Ethical
Conduct
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Review Coverage |
The seminar instructor will present a two day comprehensive study session for the Part 2 CFM exam. The topics covered (and the relative percentage) in this exam include: Financial Statement Analysis (15-25%), Working Capital Policy and Management (15-20), Strategic Issues in Finance (15-25%), Risk Management (15-20%), External Financial Environment (15-20%),Employee Benefit Plans (5-10%)
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Class Hours |
Class 8:00 am - 12:00
Lunch Break 12:00 noon - 1:00 pm
Class 1:00 pm - 4:00 pm
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CMA/CFM Examination Schedule |
On-demand testing at Sylvan Testing. For information on sites in your area call 1-888-EDUCATE or check the Sylvan website: http://www.Sylvanlearning.com
CPE - 14 Hours
September 6 7 Hours
· Financial Statement Analysis
· Working Capital Policy and Mgmnt.
· Strategic Issues in Finance
September 13 7 Hours
· Risk Management
· External Financial Environment
· Employee Benefit Plans
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Inquiries |
Ted Greer
CMA-CFM, Director of Programs
919-949-4809
geg354@hotmail.com
Registration |
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CMA/CFM Review Seminar Part 2 CFM |
Name: _____________________________________
Business Name: ____________________________
Address: ___________________________________
___________________________________________
City, State, Zip: _____________________________
Telephone or Email: _________________________
Member-IMA Chapter: _______________________
IMA Member #: _____________________________
On line registration at NC Triangle Area Website:
http://www.imanctriangle.org/register_cma_review.htm
Our site is not secure. If you want to pay by credit card without mailing or faxing the brochure, please call our treasurer, Lowell Miller, at (919) 831-0100.
Payment due at registration for guaranteed seat. See our website and below for cancellation policy.
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Registration Fees |