7th Annual Fall Conference:
Wednesday, October 29, 2008
MichiganStateUniversity
KelloggCenter
East Lansing, MI.
We are already lining up another great cadre of speakers for this annual event, so save the date for 8 hours of quality CPE (including 2 hours of ethics). /
Time to Begin Thinking about the Next Chapter Leaders – 2008/09 Board Forms Due
It is that time of year, that Chapters should have completed the process of electing the leaders to take office the end of June 2008.
Preliminary nominations are due to your Chapter’s Community Support Specialist by the last business day in February. There is an online form available under Chapter Operations. Please complete this form in its entirety and must include Membership Numbers. If you do not have a full slate of officers in February, please submit the names and membership numbers of those chapter officers which have been filled. National has simplified the list, due to chapters having different names for positions. If your board is larger than the spaces allow please submit a second report with the additional names. Offices not filled may be submitted using this same form at a later date as they become available. The entire Board must be submitted prior to the last business day of May in order to continue receiving compensation. Please either save this form as a document on your hard drive then attach to an email addressed to your Chapters Community Support Specialist or print and fax to 201.474.1600 to the attention of your Chapter’s Community Support Specialist.
IMA National - Monthly Volunteer Leader Teleconference
Schedule for Winter/Spring 2008 (subject to change)
Thursday, March 20, 2008 at 11:00 am
Thursday, April 17, 2008 at 4:00 pm
Tuesday, May 20, 2008 at 11:00 am
NEW NUMBER
Dial-in: 1-866-469-3239
Access code: 01165102# #
Volunteer Leadership workshop 8:30 am – 4:30 pm on Saturday, June 14, 2008 at the IMA Annual Conference in Tampa, FL. Note: Minutes from the February call are included at the end of this newsletter.
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Chapter CPE Opportunities
DETROIT CHAPTER:
Decision Making Models with Doug Hicks
Thursday, March 20, 2008 at 12:30 p.m. (6 CPE)
Laurel Manor39000 Schoolcraft Road, Livonia, MI
RSVP by March 14th:Chuck Phillips (313) 262-2223
The IMA – Metro Detroit Chapter’s March session on Decision Costing – Using Cost Information to Improve the Bottom Line will examine the problems with today’s costing practices and present solutions that can help you turn economic cost information in to a value-adding tool for your organization. This 6-CPE hour session will be presented in two parts; a 4-hour afternoon session and a 2-hour after dinner session. The major topics covered include:
Afternoon
- The Importance of Models in Decision Making
- The Economic Cost Model
- Understanding the Concept of “Cost”
- Using the “Lens” of Activity-Based Concepts to Create a Valid Cost Model
- A “Toolbox” of Practical Cost Modeling Techniques
After-Dinner
- Using Accurate and Relevant Cost Information to Improve Decisions
- Case Studies
SAGINAW VALLEY CHAPTER
Need CPE? Need credits in ethics? You can get both by attending the IMA Ethics Series: Success Without Compromise. It's not about what's right or wrong, but how to make decisions in real life situations. Includes group activities, handouts, a case study and much more.
WHEN:MARCH 26th WEDNESDAY 8:00 -NOON
SIGN-IN:7:30 AM for coffee and pastries
WHERE: Means Industries, Inc.East I-75 on M81
3715 E. Washington Rd.Saginaw 48601
WHO: IMA members-4 CPEs of ethics; CPAs-4 CPEs general, possible ethics
COST: $30 members, $45 non-members, $50 at door.
REGISTER: call Julie Goldman 989-781-5050 or email
MORE INFO: check out the Saginaw Valley IMA website:
Course 3: CMA Strategic Management
Four Saturdays, 9 a.m. – 3:30 p.m.
(lunch provided and served from 12 – 12:30 p.m.)
Class 1: April 5, 2008
Class 2: April 19, 2008
Class 3: May 3, 2008
Class 4: May 17, 2008
For more information or to enroll, please go to or contact 1-800-686-1883.
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Stuart Cameron McLeod Society
The SCMS was formed in 1934 as the Spot Club. In 1957, the name was changed in recognition of Stuart Cameron McLeod, one of the founders of the Spot Club and Executive Secretary of IMA from 1919 until his death in 1944.The Trophy awarded to the third place chapter in the Stevenson Division competition is sponsored by the SCMS. The Society also sponsors the "S. Alden Pendleton Award for Excellence in the Community Service Program of the IMA."
In addition, the Society provides judges for the selection of the recipients of the Stuart Cameron and Margaret McLeod Scholarships.
The purpose of the Club is to provide a means whereby former officers and directors of the Association may continue the associations and contacts which they formed while in office and to make available to the current management of the Association the advice and experience of past officers.
-Stuart Cameron "Doc" McLeod
NACA Bulletin, Jan. 15, 1937
Eligibility
To qualify for membership in the SCMS you must be a current or past:
- Regional Director
- Regional Council Committee Chair
- Regional Council Officer
- National Committee Member
- Voting Member of the National Board of Directors
- National Officer
If you are eligible and desire to join the SCMS, contact Member Services at or (800) 638-4427. Please click here to download the SCMS Membership Application
Induction
The candidates can be inducted into the SCMS in the presence of the Society officers, governors and members at the annual dinner and meeting held during IMA's Annual Conference. Candidates may also be inducted at the SCMS mid-year meeting or a local SCMS induction ceremony held by a regional council.
INSTITUTE OF MANAGEMENT ACCOUNTANTS
MICHIGAN REGIONAL COUNCIL
OFFICERS AND DIRECTORS
FISCAL 2007 - 2008
POSITION / OFFICER / DIRECTOR / E-MAIL ADDRESS
President / Lynn Margulies /
President Elect / Robert Maddox /
Secretary / Gary Kapanowski /
Treasurer / Christopher Mishler, CMA, CIA /
National Vice President / Susan E. Bos, CMA /
National Vice President (Alternate) / James C. Horsch, CMA, CFM /
Auditor / Pamela Dewey /
CMA/CFM / Penny S. Weller, PhD, CMA /
Corporate Development
Council Advisory Chair / Lee Bennett /
Education - CTL Ann Arbor / Gary Kapanowski /
Education - CTL Detroit Metro / Susan E. Bos, CMA /
Education - CTL Grand Rapids / Lynn Margulies /
Education - CTL Kalamazoo / Todd Hanson, CPA /
Education - CTL Lansing/Jackson / Penny S. Weller, PhD, CMA /
Education - CTLSaginawValley / James C. Horsch, CMA, CFM /
Education - CTL Upper Peninsula / Susan L. Crane, CPA /
Meetings / James C. Horsch, CMA, CFM /
National Conference / Gary Kapanowski /
Newsletter / Susan L. Crane, CPA /
Nominating Committee / Penny S. Weller, PhD, CMA /
Regional Conference / James C. Horsch, CMA, CFM /
Regional Director - Ann Arbor / Gary Kapanowski /
Regional Director - Detroit Metro / Susan E. Bos, CMA /
Regional Director - Grand Rapids / Rick B. Hesse /
Regional Director - Kalamazoo / Carol Van Dyke, CMA /
Regional Director - Lansing/Jackson / Robert M. Stoma /
Regional Director - SaginawValley / James C. Horsch, CMA, CFM /
Regional Director - Upper Peninsula / Dana J. Collins, CPA /
SCMS Liaison / Dana J. Collins, CPA /
Students / Todd Hanson, CPA /
Website / Kris Kumar /
Chapter President - Ann Arbor
Chapter President - Detroit Metro
Chapter President - Grand Rapids
Chapter President - Kalamazoo / Megan Ellis
Chapter President - Lansing/Jackson / Lynn Margulies /
Chapter President - SaginawValley / Julie Goldman /
Chapter President - Upper Peninsula / Joel Thompson /
If you know of anyone that would be interested in participating, please invite them to join us.
IMA Chapter & Council Teleconference Agenda –February 13, 2008
Tools & Resources:
Inactive Chapters – For the past three months, we have been contacting the members of all inactive chapters giving them the opportunity to help revitalize their chapter. Thanks to the efforts of dedicated IMA members, we are happy to report that many chapters will be re-opened. The Chicago Chapter, for instance, which has 800 members, is currently in the process of planning its first chapter meeting to gauge member interest and to establish a board.
Unfortunately, we have not had the same positive response from members of other chapters we contacted during this process. Below, please find the chapters which will be closed. Members have be informed in a letter from National that they can either be transfer to a chapter nearby or become a member-at-large (a member with no chapter affiliation). Nearby chapters are encouraged to contact these members regarding joining their chapter. Please contact your Community Support Specialist for more information on this process. Another note, Council can send communications to Members-At-Large in their local areas, such as chapter events or meetings.
Inactive Chapters to be closed
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-Syracuse
-South Jersey
-Northern New York
-Mason-Dixon
-Elmira-Corning
-Brevard
-Golden Triangle
-Jackson
-Lynchburg
-Middle Georgia
-Northwest Keystone
-Southwest VA
-Springfield
-North Central Indiana
-WabashValley
-Shreveport
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Chapter and Council Board Elections for 2008-09- Please be aware the Chapter and Council Board Forms are due on the last business day of February. If your Council/Chapter board is only partially filled at this time, please submit the incomplete form and contact your Community Support Specialist once the board is finalized. Please do not forget to include the member number of each board member with their name. National must have all these forms by May in time for the beginning of the 2008-09 fiscal year. For Chapters that send their form in after June, please remember that compensation will be withheld until the Board is received and no retroactive payments can be made..
The Board Form is located on the IMA website at the following location: Sign into Members Only> Chapter Operations> Chapter and Council Tools, Forms and Resources> Chapter and Council Forms subheading> Council & Chapter Elections & Appointments. The form is in PDF format and can be filled in by typing versus by handwriting. Please submit the form either by fax or email to your Community Support Specialist.
Please note that National no longer requires Chapters and Councils to send in the President and Secretaries Nominations form.
Financial Reports- We appreciate the cooperation from all Chapters and Councils that sent their Annual Financial Reports in on time. Please note that each Chapter and Council has a tax identification number different from the IMA National Headquarters. These tax identification numbers show that you are a subordinate voluntary organization, which covers all Chapters and Councils, of the IMA and isused for federal and state purposes.
For next year, new 990 Form Guidelines will take affect. Under these new guidelines, IMA National and its subordinates will be required to submit a 990 Form to the IRS to maintain their 501(c) 3 status. This information will be explained further during the Chapter and Council Leadership Training at the Annual conference and via literature from IMA. We will let you know when the literature is available.
Competition- The Chapter Website portion of the competition is due the last business day of March.
CPE Credits Entered by Chapters- With the end of the 2007-2008 fiscal year fast approaching, please plan ahead and do not enter your chapter members’ CPE at the last minute. The overwhelming volume of chapters inputting information slows down the functioning of our database. As a result, there is a higher likelihood the chapter leaders entering CPE credits will experience ‘technical difficulties.’ Furthermore, updating CPE for several events to meet a deadline increases the chance for error. If a mistake is made during this process, please report it to your Community Support Specialist as soon as possible. They will then delete the erroneous record from the database and the Chapter/Council will need to re-enter the information.
Please note, the entering attendee CPE credits for an event in advance through the Event Planning module in the Chapter Portal, both decreases risk of error and saves time.
New Chapter – West Chester in PA- A new chapter has opened in West Chester, PA, located in the western suburbs of Philadelphia. Stephen Shepard and Fred Shea attended the Chapters first meeting on January 30. The meeting was well attended by chapter members and students and faculty from West ChesterUniversity. The chapter is currently working under a temporary charter, but will be granted a regular charter once the Board approves their Chapter status at their Board Meeting in Austin next week.
Conference- Award Luncheon/ Dinner- The Awards Luncheon has been moved from Tues due to a high profile speaker. We have sent a polling question all Council Presidents to obtain feedback regarding if the Award Luncheon and Annual Dinner at the conference should be held as one event versus two. Please let us know your thoughts on this topic and we will make the decision accordingly based upon the majority opinion.
We will soon be sending out invitations and agenda for the Board Leader Training Workshop which will be held the Saturday of the conference. The tentative agenda includes discussing administration information and topics in the morning and break-out sessions in the afternoon. Please R.S.V.P immediately once you receive the invitation we need to have a headcount for lunch.
Chapter Voice:
Topics submitted by Chapters
The Michigan Council has expressed interest in revitalizing the Port Huron Chapter. Theyestimate the local thriving business community is a great opportunity for membership interest and establishing a chapter.
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