Recent Meetings
May 15, 2012 – Plant Tour
Dinner and Technical Meeting – Plant Tour and Evening Session
Plant Tour Location: Mountain Vista Medical Center, 1301 S Crismon Rd, Mesa, AZ 85209.
Tour Facilitator:TBD
Evening Topic: “Regulatory and Financial Issues of the Healthcare Industry”
Speaker:Jim Haynes, CFO for the Arizona Hospital & Healthcare Association
April 17, 2012 – Plant Tour
Dinner and Technical Meeting – Plant Tour and Evening Session
Plant Tour Location: Crescent Crown Distributing, 1640 W. Broadway Road, Mesa.
Tour Facilitator:Neil H. Baier CMA, CFM, VP Finance, Crescent Crown Distributing
Evening Topic: “Regulatory and Financial Issues of the Beer Industry”
Speaker:Neil H. Baier CMA, CFM, VP Finance, Crescent Crown Distributing
March 20, 2012 – Double Session
Dinner and Technical Meeting
Afternoon Topic:“Improving the Bottom Line with Audits”
Speaker: Robert K. Minniti, CPA, CFE, Cr.FA, CVA, CFF, MBA, President, Minniti CPA LLC
Evening Topic: “Internal Audit – What, Why, Where and How?”
Speaker: Mark Milne, Director of Internal Audit, GoDaddy.com
February 21, 2012 – Double Session
Dinner and Technical Meeting
Afternoon Topic: Federal Tax Update
Speaker: Brad A Smith, CPA, Partner; Megan Klingler, CPA, Senior Consultant and Elliott Heath, CPA, CFE, Consultant Deloitte Tax, LLP
Evening Topic: Multi-State Tax Update
Speaker:Krista Howard, CPA, Senior Manager; Spencer Evans, JD, Senior Tax Consultant and Max Frias, Tax Consultant Deloitte Tax, LLP
January 24, 2012 – Regular Session
Dinner and Technical Meeting
Topic:“The Adequacy of Current Metrics to Measure Operational Results and to Align with Strategic Planning”
Speaker: Brian McGuire, Ph.D., CMA, CPA, CBM, CITP – IMA Global Chair
December 13, 2011 – Regular Session
Dinner and Technical Meeting
Topic: “Communication: How Leaders are Made!”
Speaker: Cynthia Kerford, DTM
November 15, 2011 – Plant Tour
Dinner and Technical Meeting – Plant Tour and Evening Session
Plant Tour Location: Cowley Co. Warehouse, 27th Ave & Buckeye.
Specifications: This is the largest photovoltaic rooftop installation in Arizona. Tom Lepley, who will be conducting our tour of this site, was the main engineer for this project. Please wear pants and comfortable shoes. We will be going on a roof top.
Tour Facilitator: Tom Lepley, Phasor Energy Company, Inc.Evening Topic: “Renewable Energy”
Evening Speaker: Karl Schmitt, General Manager, and Brian Hansen, Senior Tax and Strategic Projects Manager, Empire Southwest, LLC.
October 18, 2011 – Plant Tour
Dinner and Technical Meeting – Plant Tour and Evening Session
Afternoon Plant Tour: Bashas’ Distribution Center, 200 S 56th Street, Chandler Arizona 85226
Tour Facilitator: Jesse CamposEvening Topic:“Renewable Energy”
Evening Speaker: Stephen C. Mason, CFO, Old World Communities, LLC
September 20, 2011
Dinner and Technical Meeting
Topic: “Career Development Panel Presentations – Student Night”
Speaker: Michael Swiszcz (VincentBenjamin), Dana Gagnon (Ajilon Financial Services) and Andrew Ernst (Robert Half)August 16, 2011
Dinner and Technical Meeting
Topic: “Government Fraud: How They (Almost) Got Away With It”
Speaker: Erin Hager, Sr. Auditor, Arizona Auditor General’s Special Investigative UnitJuly 19, 2011
Dinner and Technical Meeting
Topic: “Credit Card Processing with Merchant Services”
Speaker: LinaTcheremisina, AVP-Merchant Sales Specialist, Bank of America Merchant ServicesJune 21, 2011
Dinner and Technical Meeting
Topic: Meeting Technology for the 21st Century
Speaker:John Cabri, Vice President, Sales and Business Development, 6Connex
Additional Resources to view Powerpoint presentation: Use this ftp address to access files: ftp.designreactor.com ; username – ima; password – dAbUEoIpMay 17, 2011
Dinner and Technical Meeting - Plant Tour and Evening Session
Afternoon Plant Tour: Meet at the HR office which is the first entrance east from the corner of Perry and 5th St on the north side of 5th Street
Evening Topic: “Cost Accounting Applications and Challenges“
Evening Speaker:Tim Fagerstrom, Sr. Cost Analyst with Curtiss Wright Controls in Tempe, AZApril 19, 2011
Dinner and Technical Meeting - Double Session
Afternoon Topic: “Ethics in Business”
Afternoon Speaker:Mike Trontell, Ethics Advisor 5, Boeing, MesaEvening Topic: “Ethics for Accounting Professionals, A Different Perspective.”
Evening Speaker: Jayne Johnson, Consultant and Owner, The Clearing SightMarch 15, 2011
Dinner and Technical Meeting
Topic: “Update on Internal Auditing”
Speaker:Wes Lewis, CPA, CIA, CFSA and CICASenior Corporate Internal Auditor, PetSmart, Inc.February 15, 2011
Dinner and Technical Meeting - Double Session
Afternoon Topic: “Federal Tax Update”
Speaker: Brad A Smith, CPA, Partner; Victoria Powell, Tax Senior; and Brock Andersen, Tax Consultant, Deloitte Tax, LLPEvening Topic: “Multi-State Tax Update”
Speaker: Krista Howard, Spencer Evans and Alex Tran,Deloitte Tax, LLPJanuary 18, 2011 – Dinner and Technical Meeting
Topic: “What CFOs are saying: Implications for our Association”
Speaker: Jeffrey C Thomson, CMA President & CEODecember 14, 2010 – Dinner and Technical Meeting
Topic: “Communication Styles – Spouses Night”
Speaker: Jennifer Rue, Talent Powering LLCNovember 16, 2010 – Dinner and Technical Meeting
Topic: “Lean Accounting”
Speaker: Roy Stover, Harper Jenkins Scobie, LLCOctober 19, 2010 – Dinner and Technical Meeting
Topic: “The Impact of Software as a Service (SaaS) on the Finance Organization”
Speaker: Jim Eberlin—Founder, Host AnalyticsSeptember 21, 2010 – Dinner and Technical Meeting
Topic: “Financial Leadership – Differentiating Ourselves”
Speaker: Chip Malloy, PetSmart, Inc.August 17, 2010 – Dinner and Technical Meeting- Double Session
Afternoon Topic: “Strategic Planning”
Afternoon Speaker: Dave Cooke, Strategic Resource Group, LLC
Evening Topic: “Budgeting and Goal Setting”
Evening Speakers: Dave Cooke, Strategic Resource Group, LLCJuly 20, 2010 – Dinner and Technical Meeting – Double Session
Afternoon Topic: <IFRS versus U.S. GAAP
Afternoon Speaker: Dr. Dale Davison – Dean of Faculty & Professor of Accountancy Thunderbird School of Management
Evening Topic: IFRS and Where It Is Taking Us
Evening Speakers: Dr. Dale Davison – Dean of Faculty & Professor of Accountancy Thunderbird School of ManagementJune 15, 2010 – Dinner and Technical Meeting
Topic: “A Year of Obama Economics and What It Means for the Long Run”
Speaker: Dr. Stephen Happel, Professor of Economics, ASU W.P. Carey School of BusinessMay 18, 2010 – Dinner and Technical Meeting
Topic: “Process Costing as a Cost Reduction and Pricing Tool”
Speaker: Nathan EskueApril 20, 2010 – Dinner and Technical Meeting – Double Session
Afternoon Topic: Document Compliance – What You Need to Know
Afternoon Speaker: Bill McManus
Evening Topic: Technology to Keep You Compliant
Evening Speakers: John Longobardo and Sallylyn HallMarch 16, 2010 – Dinner and Technical Meeting
Topic: IMA Search Engine Education
Speaker:William M. Fraser, ProStrategicFebruary 16, 2010 – Dinner and Technical Meeting – Double Session
Afternoon Topic: The Federal Update is no longer available due to the request of Deloitte
Speaker: Bradley A. Smith, Partner, Deloitte
Evening Topic:The State Update is no longer available due to the request of Deloitte
Evening Speaker: Bradley A. Smith, Partner, DeloitteJanuary 26, 2010 – Dinner and Technical Meeting
Topic:“The IMA Strategic Plan for 2010″
Speaker: John M Brausch, CMA, CFM, CPA, IMA ChairDecember 15, 2009 – Dinner and Technical Meeting
Topic: “Embrace Your Rights: Creating an Excuse Free and Fulfilling Life”
Speaker: Karen M. Gridley of KMG Enterprises, LLCNovember 17, 2009 – Dinner and Technical Meeting
Topic:
Speaker: Val Steed, CPA, MA, CIFP, of K2 TechnologiesOctober 20, 2009 – Dinner and Technical Meeting – Double Session
Afternoon Topic: Ethics – Who Needs Them?
Afternoon Speakers: Marcy J. Maslov, CPA
Evening Topic: Introduction to Forensic Accounting
Evening Speaker: Robert K. Minniti, CPA, CFE, CrFA, CFF, MBASeptember 15, 2009 – Dinner and Technical Meeting
Topic: Creating Contagious Leadership
Speaker: John Hersey, CSP