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 Campos

Evening 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 Unit

July 19, 2011

Dinner and Technical Meeting
Topic: “Credit Card Processing with Merchant Services”
Speaker: LinaTcheremisina, AVP-Merchant Sales Specialist, Bank of America Merchant Services

June 21, 2011

Dinner and Technical Meeting
Topic: Meeting Technology for the 21st Century
href=”http://www.imavalleyofthesun.org/Imports/Speakers/2011_June_John_Cabri.pdf”>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 – dAbUEoIp

May 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, AZ

April 19, 2011

Dinner and Technical Meeting - Double Session
Afternoon Topic: “Ethics in Business”
Afternoon Speaker:Mike Trontell, Ethics Advisor 5, Boeing, Mesa

Evening Topic: “Ethics for Accounting Professionals, A Different Perspective.”
Evening Speaker: Jayne Johnson, Consultant and Owner, The Clearing Sight

March 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, LLP

Evening Topic: “Multi-State Tax Update”
Speaker: Krista Howard, Spencer Evans and Alex Tran,Deloitte Tax, LLP

January 18, 2011 – Dinner and Technical Meeting

Topic: “What CFOs are saying: Implications for our Association”
Speaker:  Jeffrey C Thomson, CMA President & CEO

December 14, 2010 – Dinner and Technical Meeting

Topic: “Communication Styles – Spouses Night”
Speaker: Jennifer Rue, Talent Powering LLC

November 16, 2010 – Dinner and Technical Meeting

Topic: “Lean Accounting”
Speaker: Roy Stover, Harper Jenkins Scobie, LLC

October 19, 2010 – Dinner and Technical Meeting

Topic: “The Impact of Software as a Service (SaaS) on the Finance Organization”
Speaker: Jim Eberlin—Founder, Host Analytics

September 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, LLC

July 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 Management

June 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 Business

May 18, 2010 – Dinner and Technical Meeting

Topic: “Process Costing as a Cost Reduction and Pricing Tool”>
Speaker: Nathan Eskue

April 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 Hall

March 16, 2010 – Dinner and Technical Meeting

Topic: IMA Search Engine Education
Speaker: William M. Fraser, ProStrategic

February 16, 2010 – Dinner and Technical Meeting – Double Session

Afternoon Topic: Federal Tax Update
Speaker: Bradley A. Smith, Partner, Deloitte
Evening Topic:State Tax Update
Evening Speaker: Bradley A. Smith, Partner, Deloitte

January 26, 2010 – Dinner and Technical Meeting

Topic:“The IMA Strategic Plan for 2010″
Speaker: John M Brausch, CMA, CFM, CPA, IMA Chair

December 15, 2009 – Dinner and Technical Meeting

Topic: “Embrace Your Rights: Creating an Excuse Free and Fulfilling Life”
Speaker: Karen M. Gridley of KMG Enterprises, LLC

November 17, 2009 – Dinner and Technical Meeting

Topic: Excel for Accountants, Best Unknown Features 
Speaker: Val Steed, CPA, MA, CIFP, of K2 Technologies

October 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, MBA

September 15, 2009 – Dinner and Technical Meeting

Topic: Creating Contagious Leadership 
Speaker: John Hersey, CSP

August 18, 2009 – Dinner and Technical Meeting – Double Session

Afternoon Topic: Finding a job, Jobing.com
Afternoon Speakers: IMA Panel
Evening Topic: I’m on Linked In, So What’s Next?
Evening Speaker: Chip Lambert, Associate Professor ASU West