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News from Akron Chapter IMA - February 2009
Akron Chapter IMA Newsletter )
The Summit Report February 2009
In this issue
  • President's Message
  • Pre-Technical Session - "What Millennial Workers Want - How to Attract and Retain Gen Y Employees"
  • Technical Session - "Small Business Needs and the Role of SCORE"
  • 2008 / 2009 Meeting Schedule
  • 35th Annual Meonske Professional Development Conference
  • Seventh Annual Symposium on Information Systems Risk, Security & Assurance
  • CMA Review Class
  • Message from Employment Director
  • Welcome New Members
  • Member News!!!
  • Bruner-Cox LLP Adds New Partner in Akron Office
  • Local Favorites to Speak at Denver National Conference
  • Teleconference Tips
  • Dear Members:

    Please join your fellow Akron Chapter IMA members at Tangier Restaurant for Students' Night.

    Please forward newsletter items to:
    ima_newsletter@yahoo.com
    Thanks!


    Shirley Calvin

    President's Message
    Becky

    Fellow Members,

    The next meeting we will be hosting the students from the University of Akron and Brown Mackie College. We had a great turnout from Kent State University's student night last fall and I hope to see the same for the next meeting.

    We are in the process of putting together the board for next year. If you are interested, please contact me or Doug Rinearson, the President Elect. Some board positions don't require that much time commitment. Speaking of next year, the board is asking for your input on topics for speakers for next year. We want the meetings to be meaningful to you. Send the ideas to Jeff Falter or Doreen Kuster.

    See you next week at the next meeting!

    Becky Price
    President
    Akron Chapter IMA

    Pre-Technical Session - "What Millennial Workers Want - How to Attract and Retain Gen Y Employees"
    Terry

    Tangier Restaurant
    February 18, 2009
    Pre-Technical Session - 5:25 PM Sharp

    TERRY PHILLIPS
    Regional Vice President, Robert Half International
    "What Millennial Workers Want - How to Attract and Retain Gen Y Employees"

    Terry Phillips is a regional vice president of Robert Half International (RHI), the world's leading specialized staffing service. In this role, Phillips oversees four branches in the Ohio region, including Akron, Canton, Youngstown and Toledo.

    Phillips has more than 14 years of experience in the staffing industry. He began his career with RHI in Columbus, OH, as an account executive for Robert Half Technology. Since that time, Phillips has held numerous leadership positions throughout the Midwest and North and South Carolina, including branch manager, division director, area manager, as well as a three-year role as the division director for technology development. Most recently, Phillips served as branch manager in Akron, overseeing operations for OfficeTeam, Accountemps, Robert Half Finance & Accounting, Robert Half Management Resources, and Robert Half Technology.

    Phillips is a frequently quoted expert on employment trends and information technology issues. He has been featured in such publications as CIO Today, Information Week, Tech Republic, Network World, Biz New Orleans, The Columbus Dispatch and The Canton Repository. Phillips holds a Bachelor of Science degree in Business Administration with an emphasis in finance from the University of Akron.

    Technical Session - "Small Business Needs and the Role of SCORE"
    Gary

    GARY SUTHERLAND
    Chair, SCORE
    "Small Business Needs and the Role of SCORE"

    Gary Sutherland is Chair of SCORE (Service Corps of Retired Executives) and joined the organization in June 2004. At SCORE, he has held the position of Vice Chairman, is a member of the Executive Committee, and chaired the Medina Satellite office. Gary also provided assistance to Athena Powerlink, a mentoring program comprised of a panel of experts who help the growth of women-owned companies.

    Prior to SCORE, Gary joined The Goodyear Tire & Rubber Company in 1970. At Goodyear, he held the positions of Plant Controller, Director of Financial Information, Vice President & CFO of Kelly-Springfield, Director of Financial Shared Services, Director of Information Services, Director & Controller of the North American Tire Division, and CFO of South Pacific Tyres in Melbourne, Australia.

    Gary is a member of the Cleveland chapter of Financial Executives International. He received a Bachelor's degree in Business Administration, with a major in Accounting (1970).

    2008 / 2009 Meeting Schedule

    All Regular Monthly meetings for the 2008/2009 year will be held at Tangiers Restaurant on the following dates:
    2/18/09
    3/18/09
    4/22/09
    5/20/09

    Dinner cost for the regular meetings is $25 (or $23 using the Pay Pal option) and $10 per Pre-Tech Session.

    35th Annual Meonske Professional Development Conference

    35th Annual Meonske Professional Development Conference
    Kent State University
    Ohio Council of the Institute of Management Accountants

    One of the "Top five financial reporting conferences in America"
    Friday, April 24 Conference and Thursday, April 23, 2009 Preconference Workshop For more information go to Meonske Conference for details - Registration Information to follow

    Seventh Annual Symposium on Information Systems Risk, Security & Assurance

    Friday, February 27, 2009
    7:30 AM - 5:30 PM

    Theme
    Systems, Security and Assurance Issues in Migration to International Financial Reporting Standards

    Hosted by: Center for Research & Training in Information Security & Assurance
    G.W. Daverio School of Accountancy College of Business Administration
    The University of Akron

    Location:
    Holiday Inn Fairlawn
    4073 Medina Rd
    Akron, OH 44333

    For more information go to www3.uakron.edu/cba/cretisa

    CMA Review Class

    IMA Akron Chapter
    CMA Review Class News
    Look What's Coming

    The IMA Akron Chapter, through the University of Akron Workforce Development & Continuing Education division, will be offering CMA Review classes. The Tuition is $650 . To register by phone please call (330) 972-7577. To register online please visit the University Continuing Education website at www.uakron.edu/ce/register.php

    The Spring 2009 CMA Review class schedule has just been established. Part 1 Business Analysis (Waiver Exemption for CPAs) will begin Saturday February 7, 2009 and continue on February 14th, February 21st, and February 28th. Topics covered include: business economics, global business, internal controls, quantitative methods, and financial statement analysis. The Tuition remains at $650 and the deadline for registration and receive the course material in advance is January 23, 2009. To register please call (330) 972-7577.

    Part 2 Management Accounting and Reporting will begin Saturday April 18, 2009 and continue on April 25th, May 2nd, and May 9th. Topics covered include: budget preparation, cost management, information management, performance measurement, and external financial reporting. The Tuition remains at $650 and the deadline for registration and receive the course material in advance is April 3, 2009. To register please call (330) 972-7577.

    Did you know that Effective January 1, 2009, the exam will be offered according to the following schedule:
    January and February: Parts 1, 2, and 3
    March: No exam parts offered
    April: Part 4 only
    May and June: Parts 1, 2, and 3
    July: No exam parts offered
    August: Part 4 only
    September and October: Parts 1, 2, and 3
    November: No exam parts offered
    December: Part 4 only

    However, the University of Akron Continuing Education division is considering offering the exam on site at the University under a program offered by IMA National. Under this program we can offer you the opportunity to take the exam parts outside of the above schedule. Look for more on this in future newsletters, and hear about it at upcoming chapter meetings.

    For additional information please contact Steve Law, IMA Akron Chapter Director of CMA Education at (330) 666-8395 or stevelawnj@hotmail.com

    Message from Employment Director

    Please contact Roy Howarter if you have a job available or are looking for an employment opportunity.

    Roy Howarter - Akron IMA Employment Director, 1- 800-321-5583

    Welcome New Members

    Please welcome Jamie Rigney of Alpha Technologies to the IMA Akron Chapter.

    Member News!!!

    Congratulations to Yelena Kemp, Business Economics Analyst at Timken Co., who became a U.S. Citizen on January 16, 2009 and earned her CMA certificate on January 29, 2009.

    Bruner-Cox LLP Adds New Partner in Akron Office

    Bruner-Cox LLP is pleased to announce Kenneth J. Douglas, CPA, has joined the Firm as an Audit Partner in our Akron office. A graduate of Mount Union College, he holds a Bachelors of Arts Degree in accounting.

    Ken has 26 years of "Big Four" experience providing audit and accounting services to clients in the manufacturing, health care and education industries. In addition, he has extensive experience related to employee benefit plan audits, serving as the final technical review partner and team leader of related audit quality review teams. He has been responsible for numerous audit engagements including:

    • Department of Labor employee benefit issues
    • Financial accounting analysis
    • Process improvement studies

    Ken is a member of the Bruner-Cox LLP Health Care and Not-for-Profit Services Group, which concentrates on internal and external education related to industry trends. He is also a member of The American Institute of Certified Public Accountants and The Ohio Society of Certified Public Accountants.
    Ken serves as the President of the Jackson Local School Board of Education and is a member of the Finance and Audit Committees. He is the past Treasurer and Allocations Chairman for the United Way of Greater Stark County and a graduate of Leadership Stark County. Ken is actively involved in several community organizations, including the Jackson girl's softball league and the NJSL soccer league.

    With offices in Akron and Canton, Bruner-Cox LLP is a full-service certified public accounting and business consulting firm serving Northeast Ohio since 1925. Bruner-Cox LLP specializes in providing industry-specific services to the manufacturing, nonprofit, healthcare, and construction industries. As a member of the RSM McGladrey Network, Bruner- Cox LLP offers clients the best of both worlds - the close, personal relationship of a local firm with a depth of resources to provide national and international services.

    Local Favorites to Speak at Denver National Conference

    The IMA's 90th Annual Conference & Exposition is set for June 6-10, 2009 at the Sheraton Denver Downtown Hotel in Denver CO. Registration will open in early January at IMA's conference website, www.imaconference.org. Among the improvements coming to the 2009 conference are the following: (1) the event will be held in early June (one week earlier than last year, to avoid conflict with Father's Day), (2) it will conclude 1/2 day earlier (to make the conference more convenient for attendees), and (3) IMA and all exhibitors will showcase full exhibit booths as part of planned improvements to the Solutions Showcase exhibit hall. Attendees will be able to choose from nearly 40 sessions and earn up to 20 CPE credits. Sessions will cover costing methodologies, Enterprise Risk Management, performance management, CMA certification, and on-the-job tips & tools. In addition to a bevy of keynote speakers (including David Walker, former U.S. Comptroller General), the speaker slate will include some local Akron favorites - Bill Jelen (MrExcel.com) and Norbert "Nobby" Lewandowski.

    Please SAVE THE DATE now and include the conference in your 2009 vacation plans. There is an early bird registration discount through February 13.".

    Teleconference Tips

    The use of teleconferences is increasing as companies tighten travel budgets. When moderated effectively, teleconferences enable geographically dispersed professionals to quickly touch base to share information and make important decisions. But poorly planned and unstructured conference calls waste valuable time. Following are tips on managing these meetings:

    Plan ahead. After deciding which individuals truly need to be in on the call, send participants an e-mail noting the date and time of the meeting. (Be sure to include the time zone.) It's also wise to mention the topics to be covered, the desired outcome and the expected duration of the meeting. If you're using a dial-in option, remember to provide number and the access code.

    Play the name game. At the outset of the teleconference, conduct a roll call by asking participants to introduce themselves. To minimize confusion later on, remind people to identify themselves each time they comment.

    Focus, focus, focus. It's the moderator's job to keep participants on track. Tactfully redirect the discussion if tangential banter, crosstalk or a long-winded accounting colleague is overtaking the meeting.

    Offer verbal cues. Unless you're using videoconferencing equipment, people can't see your expressions and body language. While nodding and smiling are effective in face-to-face meetings, teleconferences require you to make your voice heard. A simple, "Yes, I understand" or "I see your point" can go a long way toward aiding the flow of the conversation.

    Beware of background noise. Whether you're facilitating the conference call or not, display good etiquette by resisting the urge to multitask. In short, don't peck on your keyboard, shuffle papers or eat a snack during the meeting. While teleconferencing technology has made advances in allowing participants to better hear and be heard, these seemingly innocent activities are magnified by teleconferencing equipment.

    Watch the clock. Respect people's time by adhering to your original schedule. If it's approaching the ending time and there's still ground to cover, set aside the last few minutes to schedule a follow-up meeting.

    For more advice on management and career issues, listen to The Management Minute, Robert Half's podcast series at www.rhi.com/podcasts.

    Accountemps is the world's first and largest temporary staffing service specializing in the placement of accounting, finance and bookkeeping professionals. The company has more than 360 offices worldwide and offers online job search services at www.accountemps.com.

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