Professor Elam

CMA Review

11/0/2023

I am asking Mike if this is available later on

 

an Antonio Chapter

Members,

We had a GREAT Lunch N Learn session yesterday with excellent turnout!  We had quite a few members on-line whose schedules don't easily accommodate our regular evening events.  Thanks to Lawrence Coffee for the insightful info.

In addition to our 2 remaining activities for the year (details at bottom), IMA is promoting a FREE CMA review session THIS Saturday morning - 8am CT!

Seats are limited, register now: https://bcertifiedpro.com/courses/cma-usa/
Email us: [email protected]

CMA Part 1: Saturday, December 02, 2023 from 8 AM to 12 PM CT 

 

Sessions include:
- Strategies to answer MCQs and Essays in less time & score high.
- Practice with candidates' MCQs and Essays and guide them through each exam question.
- Go through the right way to approach MCQ and Essay questions using retired actual exam questions as well as simulated tricky questions.
- What to do and not to do on the exam while going through each question.

Upcoming IMA

11/20/2023

Members,

The San Antonio chapter has 3 exciting events in the next 3 weeks!  All details are posted to the website - https://SanAntonio.IMAnet.org.  As always, these events are open to non-members.  So please invite a colleague!

Wednesday, Nov 30th - Lunch N Learn (100% virtual, 1 hr CPE, 12-1pm CT, totally free!): 
AI and Accounting:  Building Better Systems for the Future - presented by Lawrence Coffee

Learning Objectives: 

• Understand the basics of Automation and AI Use Cases in Accounting from Small Business, scaling to Enterprise.
• Challenges facing Data Quality and Self Service in the AI era.
• The Case for AI Governance and the evolving AI Regulatory Landscape.

Friday, Dec 8th - Lunch N Learn (100% virtual, 1 hr CPE, 12-1pm CT, totally free!):
Excel 301 (Intermediate Excel Tips & Tricks) - presented by Brian Butler
Learning Objective: 

• Gain an understanding of how certain Excel functions can be used to establish a DATA FOUNDATION that will result in a meaningful analysis in virtually any setting.

Wednesday, Dec 13th - regular chapter meeting (in person 5:30pm-8pm CT/virtual 6-8pm CT, 2 hrs CPE):  
NOTE THE unusual date:  2nd Wed instead of 3rd Wed due to holidays!
Bending the Curve:  Leading in Unprecedented Times - presented by Michael Loschke
Learning Objectives:

• TBD

Tax Update for 2024 (Federal & Corporate) - presented by Jennifer Larson (former SA Chapter President!)
Learning Objectives:

• TBD

- Mike Lovelace, CMA
co-VP of Member Engagement

CMA Panel Oct 10

10/2/23

October 10^th: IMA Student Series Professional Panel – Are you curious about the exciting profession of accounting and finance and want to learn more about the exciting career paths in the industry? Look no further! Our upcoming panel webinar brings you fresh perspectives and invaluable insights from four young professionals that have all taken different paths in their early careers. This is open to ALL students.

The webinar will be held on Tuesday October 10^th at 4pm PT/7pm ET. Please register using the link here.

Our panelists include:

Mike Casey, CMA, CPA

Associate Finance Manager – Corporate FP&A

Cambell Soup

 

Juan Cortes Perez, CMA, CPA

Senior Associate – Technology Risk

KPMG

 

Megan Rodgers

Financial Analyst

Domino’s

 

Eboni Wilkerson, CMA

Finance Director

Microsoft

 

We hope to see you there! If you want to offer this as extra credit to your students, please let me know and we can pull the information after the webinar to find your students that attended.

 

 

SA IMA Sept 20 2023

9/21/23

The Gangs all here L to R

>Bernadette, Miranda, Ana, Brian

Mike Lovelace drew a big group of students not just locally but out of town virtually as well.

 

SA IMA designated Platinum Chapter

Weekend Sept 17 2023

San Antonio Chapter

Wednesday, Sept 20th, we are having a very special meeting.  If you haven't already registered, please do so ASAP!  If you have, please register a friend or colleague to show off your chapter!  https://SanAntonio.IMAnet.org

We are doing a Students' Night with terrific confirmed Accounting Student attendance from multiple area universities.  

Overflow parking will be across the street.

We have a professional photographer coming to do head shots for your LinkedIn profile, etc.  He will start shooting FIFO at 5pm. He's leaving at 6pm.  Don't procrastinate on coming.  (Members pay just $10!)  

In order to accommodate the increased turn out, we are serving the special fajita dinner buffet style - beginning at 5:15pm!  Something that hasn't happened in a few years:  for those over 21, we will also have red and white wine.  Pay by the glass when you sign in at Old San Francisco Steakhouse.

At 6pm, Chapter President Torey Reese, CMA and I will present Performing an Accounting Systems and Processes Assessment for 1 hour of Technical CPE.  

At 7pm, we are going to introduce some fun and useful web app technology to do a team pub trivia against those in person as well as lots of virtual attendees - including students from multiple universities.  This is tech you could use at your day job.  So it's helpful to see it in action.

ANNOUNCEMENT:
We've just learned that YOUR chapter was recognized by IMA Global as the ONLY chapter in the U.S.A. as a Platinum Chapter of Excellence!  Last year, we were one of just a handful recognized as Gold!  More details will be announced at the meeting, but this is HUGE and reflects the sustained efforts of a succession of world class boards - each building on the momentum it inherited - and an engaged, vibrant chapter membership.

See many of you on Wednesday!

Mike Lovelace, CMA
VP, Member Engagement - SA Chapter
President, Texas Council

SA IMA Wed Sept 20

Tuesday Sept 12 2023

 

This month's meeting (Wednesday, Sept 20th) will be a FUN night!  It will be MORE fun if you attend - and help the chapter put on a good showing.

If you haven't already registered, please do so on the chapter home page:  https://SanAntonio.IMAnet.org.  Either way, share the fun and bring a friend.

We will be hosting university accounting and finance students from across the area in person and virtually across South and Central Texas.

In addition to a beef/chicken/vegetable fajita buffet with beans, rice, guacamole, chips and queso - and sodas for a change, we will also have a dessert bar.

From 5-6pm CT, we will have a professional photographer taking portrait headshots for LinkedIn profiles, etc. 
Students (regardless of membership status):  $10
Members:  $10
Non-members: $15
NOTE:  Pay in person when you sign in.  The photographer will NOT stay past 6pm and will take photos FIFO.  So, don't wait till the last minute to arrive!

From 6-7pm CT, we will have 1 hour of CPE.  Torey Reese, CMA and I will be presenting How to Do an Accounting Systems and Process Assessment.  (This will cover some debits and credits as well as stuff they just don't teach in school - but should!) 

From 7-8pm CT, we will do pub trivia in small teams using a fun interactive technology that will allow the virtual attendees to participate as well.  Sharing this tech with your employer could make you look like a rock star.  So there is tremendous value in learning how it works.

We look forward to seeing you in 8 days!  And please get registered TODAY!  We need to firm up the food order with the caterer.

Mike Lovelace, CMA
VP, Member Engagement

Upcoming CMA Workshops

Mojday Sept 11 2023

Hello,

 

I hope this email finds you well! We are excited for the upcoming Student Series: Accounting and Finance Professional Panel on October 10^th at 7pm ET. If you could please share the registration link with your students, that would be greatly appreciated. Also, if you would like to offer extra credit to your students, please let us know and we can verify they attended the session. I’ve attached a flyer with more information about the panelists.

 

We also wanted to announce another upcoming webinar IMA is hosting along with Learning & Development leaders from top Fortune 100 companies such as Johnson & Johnson, Owens Corning, CVS Health, and Travelers to bring about awareness of Corporate Accounting & Finance careers. On 9/20 at 6pm ET, this one hour webinar will consist of a panel discussion of four young professionals currently in a Finance Leadership Development Program at these respective companies. Whether your students have declared their major or are at least considering accounting or finance, this is a great opportunity for them to learn about the benefits of a rotational program and their career options early on! Please share the attached flyer as you see fit, and you are more than welcome to attend as well!

 

You and your students can register for this webinar here: Register for the Corporate Accounting and Finance Careers Webinar.

 

If you have any questions, please let me know. Thank you for all your help!

 

Best,

 

Tyler Skelton
Business Development Manager

,Learn about the CMA Exam

Wed Sept 6 2023

CMA^® | It Makes All the Difference

IMA Meeting and CMA practice exam

3/13/23

2 quick points! 

#1.  This is the last call for our dinner meeting on Wednesday, March 15th - from 6-8pm CT with networking beginning at 5:30pm.  (If you are out of the area, we have a virtual option as well!)

2 hour CPE topic is on ESG Reporting and what it means to each of us.  

It will be interactive with case studies and discussions.  

Details and registration link are at chapter home page:  https://SanAntonio.IMAnet.org.  

#2.  Here is info on 2 FREE prep sessions for CMA:

Free CMA MCQ & ESSAY Bootcamp 

Part 1 - April 01, 2023 from 8 AM to 12noon (CT)

and 

Part 2 - March 25, 2023 from 8 AM to 12noon (CT) 

 

It will be very beneficial for anyone taking the CMA exam or considering the CMA certification.

 

B Certified Pro link to register: https://bcertifiedpro.com/enroll/

 

For any additional information: [email protected]

IMA Panel

Wed Feb 8 20223

e IMA Student Series panel is back! IMA is hosting a virtual panel discussion webinar on February 28^th at 4pm PST/7pm EDT. During this event, students will have the chance to hear from a diverse group of professionals as they share their experiences and insights on the latest trends and developments in finance and accounting. Not only will students gain valuable insights into these fields, but they will also have the opportunity to ask questions and network with the panelists. This is a great opportunity for your students to enhance their understanding of the industry, learn from the professionals, and make valuable connections that can help advance their careers. This webinar is open to all students. We would appreciate it if you could send this to all of your students and colleagues that would find this beneficial.

 

 

To register for the webinar, please follow the registration link. You can also download the flyer with the panelists’ bios here.

If you have any questions, please feel free to reach out to me.  I look forward to seeing you and your students at the webinar!

Best regards,

Tyler Skelton
Business Development Manager
IMA^® (Institute of Management Accountants)