Sand Dollars and Sense - IMA

Sand Dollars and Sense
Southwest Florida Chapter
Spring 2011
Volume 3 Issue 1
Southwest FL IMA Ranks #1 in February!
The Southwest Florida chapter of the IMA ranked number one out of 98
total chapters in February 2011 in the Warner Division (smaller IMA
chapters) in the IMA’s Chapter Standings. That’s incredible especially when
you consider we’re only a year old! Member count, education points,
certification points, and membership points all contributed to that success.
Keep encouraging membership and certification, and if you’re already
certified, keep getting those education credits! Thanks to all members who
contributed to this achievement.
Inside this issue:
Key Events Update
2
Lou Vlasho Challenge
2
Event Calendar
3
Board of Directors
3
From the President
3
IMA’s 92nd Annual Conference & Exposition
Anniversaries
4
Did you know you can receive a $623 discount off the fees for IMA’s annual
conference & exposition just for volunteering to work at the event,
June 4-8 in Orlando? Contact Robyn Morgen at [email protected] if
you’re interested in this opportunity and the potential to earn over 32 CPE
credits! Click here for conference and registration information.
Congratulations
4
New Members
4
The Institute of
Management
Accountants
Southwest
Florida Chapter #414
13091 Cross Creek Blvd
#305
Fort Myers, FL 33912
(239) 898-7529
swfl.imanet.org
IMA Inside Talk Webinars
Earn CPEs via Webinars for FREE!
Certified Management Accountants are required to earn 30 continuing
education credits annually. IMA offers an easy, convenient and FREE
way to do that with their Inside Talk webinars. This high-quality,
thought-leading webinar series is sponsored by Ajilon Finance and
focuses on industry-wide best practices for key accounting topics
including financial leadership, risk management, XBRL, lean accounting,
and more! Click here to see the current line up of webinars and to
register for your FREE CPE now!
Mission
To empower accountants and financial professionals to become “trusted business advisors” playing a driving role in their
organizations’ business success and advancing their careers.
The Scoop on Recent SWFL Chapter Events
The SWFL Chapter of the IMA has been very busy the last couple of months coordinating and
facilitating quality events, providing members the opportunity to enhance their management
accounting and leadership skills, acquire affordable CPE, and network with their peers in the
accounting and management realm. Two events recently took place, and both were very
favorably received by attendees.
On February 2nd the chapter combined efforts with the Institute of Internal
Auditors and held a fraud seminar, It Takes One to Know One, with presenter Anne
Marchetti, Sarbanes-Oxley expert, and Keynote Speaker Sam Antar, convicted Fraud
felon with Crazy Eddie’s chain of electronic stores. Ms. Marchetti
educated attendees on the importance of a documented Risk
Management Policy containing provisions for risk assessment,
enterprise-wide risk management, financial reporting checks and
balances, and internal controls to help prevent fraud. Mr. Antar
Anne Marchetti
educated attendees on how white collar criminals work to commit
undetected fraud through his review of the Crazy Eddie fraud case in the 1980s.
Sam Antar
On March 9th the chapter coordinated the Business of Baseball meeting to help
business owners learn how to benefit from the area’s two Major League Baseball stadiums.
Twins and Red Sox representatives, along with officials from the Lee County Sports Authority
spoke at the event. Proceeds from the event were shared between Junior Achievement of
Southwest Florida and the SWFL IMA.
Take the Lou Vlasho
Challenge!
Are you
up
for the
Challen
ge?
For every dollar that is donated to the SWFL IMA, SWFL Chapter Member and CMA, Lou Vlasho, has
generously agreed to match it (up to $1000)! The donation can come from you, your colleagues or your
employer. The SWFL IMA is a non-profit entity that only remains viable through member dues, fundraising
events, and donations. Checks can be made out to “SWFL IMA Chapter” and can be given to any chapter
officer (Bill, Denise, or Jack) and can be deducted as a charitable donation.
Special thanks to Dave Teets, Jack Eisenga, and Bill Dabroski
for their generous donations in March!! That makes $700 so far!
Volume 3 Issue 1
Page 2
Event Calendar
March 2011
Chapter Officer Nominations
April 20, 2011
FREE IMA Webinar—XBRL Drives Corporate & Tax
Reporting, 1 CPE
April 29-30, 2011
FL IMA Council Meeting—Altamonte Springs, FL
5 CPE
June 4-8, 2011
IMA National Convention—Orlando, FL
32+ CPE
June 15, 2011
Hot Topics Seminar —Fort Myers, FL, 8 CPE
From the President …
Dear Members,
The SWFL IMA chapter year has been full
of strategizing, team building and special
events. The presenters, Board, other chapter
members and volunteers have worked hard to
make this a success. Who could predict that
the chapter would be in position for #1 in the
small chapter division of the IMA chapter competition. The winner is announced after April
30.
nd
The 2 hot topic, value seminar for 8 CPE
will be held on Wednesday June 15th. Further
details on the event will be coming to you
soon. Please visit the chapter website for information on events, CMA certification, newsletter and more at www.swfl.imanet.org
Board of Directors
President
William Dabroski, CPA
[email protected]
VP of Membership
Jack Eisenga, CPA
[email protected]
Secretary
Denise Vidal, CMA
[email protected]
Treasurer
Luke Umphries
[email protected]
Directors
Lyubomir Dimitrov, CMA
[email protected]
Dave Teets, CPA
[email protected]
Dr. Ara Volkan, CPA
[email protected]
Emeritus Committee
Lou Vlasho, CMA
Cosmos Trapani, CPA
Michael Roth, CPA
Tom Byrne, CPA
Randy McHenry, CMA, CFM, CIA
Josh Lippert, CMA
Board Nominations
for 2011-2012 Term
President
Dave Teets, CPA
VP of Membership
Jack Eisenga, CPA
Secretary
Denise Vidal, CMA
Treasurer
Luke Umphries
Regards, Bill
Volume 3 Issue 1
Page 3
Reminders
IMA Anniversaries
February/March
Robert Matheson, CPA 2-1-74
Mary Lou Peck 2-1-75
Joshua Lippert, CMA 2-13-96
Maria Pate, CMA, CFM, CPA 2-28-96
Timothy Taylor 2-26-07
Kathleen Nichols 2-3-09
Maria Juliana Castellanos 2-3-10
Terri Mehmet 2-19-10
Joseph Troiana, CPA 3-1-80
Nancy Coldiron 3-1-81
Robert Hughes, CMA, CPA 3-1-81
Dave Teets, CPA 3-15-94
Carl Burdin II 3-10-99
Dr. Christine Andrews 3-12-10
Welcome New Members!!
Neal Anthony Borter
Tim Maurais
Pat Vavrek

Update your IMA profile for
contact information and non-IMA
CPE. Login to imanet.org with
your member ID and password,
then choose “Profile” in the upper
left corner.

CMA Part 1 Exam review offered
in April, May, & June at Spanish
Wells Country Club, Bonita
Springs. Click for more
information.

Nominations for Board
positions cease March 30, 2011.
Elections to be held thereafter.

The SWFL Chapter Board would
like to form a Business Advisory
Council for the 2011-2012
chapter year. Please let any
Board member know if you’re
interested.
AICPA & CIMA Exploring New
Management Accounting Designation
The AICPA and the London-based Chartered
Institute of Management Accountants (CIMA) may
form a joint venture to develop and promote a new
global management accounting designation.
Objectives of the joint venture include improving the
profile of management accounting in the US,
advance the science of management accounting
worldwide, and promoting the CPA designation as a
worldwide standard of professional excellence in
accounting. This is subject to approval by both the
CIMA and AICPA, and if approved in May, would
then launch in 2012. (Click for full article.)
Volume 3 Issue 1
Page 4