7:45 a.m. - 8:10 a.m. Registration |
8:15 a.m. - 10:20 a.m. (2.5 CPE Credits*) |
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TRACK 1
Excel Power User
Bill Jelen, a.k.a. Mr. Excel
You use Excel 40 hours a week, but do you really know how to unleash the power of Excel? In this seminar, you will:
- Learn cool secrets and tricks lurking on the Data menu.
- Learn the ins and outs of Pivot Tables (from the guy who wrote the book on pivot tables!).
- Create slick charts in a single button click.
- Add thousands of subtotals in seconds.
- Not be tortured by bad data any longer!
- Learn how to take poorly formatted data and convert it to data suitable for pivot tables.
- Learn some of the changes made in Excel 2007.
- And much more.
Come prepared with your Excel questions. Jelen loves new questions and will incorporate them in the seminar. Jelen promises, "If you use Excel 40 hours per week, you will save 100 hours each year by attending this seminar!"
The course will utilize a lecture style rather than hands on, as that will allow the class to cover more material. No advanced preparation is required.
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TRACK 2
Profession of Many Hats
C. S. "Bud" Kulesza, CMA
Take a look at the changes that are occurring within the business environment and their impact on the ever-changing knowledge, skills and abilities that will be required for competency in our profession.
See the Hats! Hear what it will take to be successful in a profession that requires us to wear many hats in the performance of our jobs.
Learn how to prepare yourself for the challenges that lie ahead in a profession that continually remakes itself to meet the ever changing needs of those it serves.
While the presentation is entertaining and fun, it never the less delivers a strong message to those seriously interested in their future careers. Is improving the outlook of your future worth a portion of your time? Come out and judge for yourself!
Male/Female Communication: Building Collaborative Relationships
Karen Schoenebeck, MBA, CPA
Why do men tend to challenge while women tend to agree? Why do men enjoy sharing their expertise while women tend to match experiences (e.g. "Yes, that happened to me, too.")? Why do men tend to make more unilateral decisions while women tend to seek consensus?
Learn how gender socialization and personality preferences affect communication styles along with seven general guidelines to improve male/female communication. Using this information, participants then develop their own communication strategies for everyday use.
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10:30 a.m. - 12:10 p.m. (2 CPE Credits*) |
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Yesterday, Today, and Tomorrow: Lessons Learned from the Economic Crisis
Mike Kinney, CMA, CPA
Magaret Lassarat, CPA
Holli Nichols, CPA
Kent Potter
The recent financial downturn, referred to by some as the "Great Recession", has significantly impacted U.S. and Global businesses for almost two years. Not only has it impacted the recent past, but it will also result in new approaches for the future.
A panel of chief financial officers (CFOs) will share with us:
- How the "Great Recession" impacted their companies
- The key issues and how they were addressed
- Lessons learned and how they will apply them in the future
- And much more.
The participating CFOs represent several industries, both domestic and global businesses, and mid-sized and large companies, plus one company working to emerge from Chapter 11 bankruptcy. As a result, this panel discussion will provide you with some great insights that could be applied to your career or company.
If you have a question you would like answered by the panel, please email graesslen.hardydx@gmail.com or bring it to the session. There will be time for questions from the audience.
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12:10 p.m. - 1:20 p.m. LUNCH |
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Special Appearance by IMA Chair -Elect
Sandra B. Richtermeyer, Ph.D., CMA, CPA
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1:30 p.m. - 4:30 p.m. (3 CPE Credits*) |
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Future Ready: How to Master Business Forecasting
Steve Player, CPA
Now more than ever, it is important that finance managers learn to make informed decisions by mastering the craft of Business Forecasting.
Managers of organizations are facing an unprecedented level of turbulence in the business environment. Steve Player will show you the tools to 'go beyond budgeting' and enhance your organization's capability to anticipate and manage the future. You will learn:
- Common budgeting and forecasting problems
- Pitfalls to avoid in forecasting
- 5 Ways to improve forecasting
- DO's and DON'Ts for rolling forecasting
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4:30 p.m. - 5:15 p.m. |
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Networking and Exhibit Hall
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5:30 p.m. - 10:00 p.m. (1 CPE Credit**) ~ Optional Event |
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IMA Houston Chapter Casino Night ~ Dinner, Gambling and Silent Auction
Houston Club | 811 Rusk Street | Houston, TX 77002
Participate in the fun at IMA Houston Chapter's annual scholarship fundraising event!
The night begins at 5:30 p.m. with the opportunity to network with IMA Members and guests. At 6:00 p.m., earn 1 CPE credit while enjoying dinner and a presentation by IMA Chair-Elect, Sandra B. Richtermeyer, Ph.D., CMA, CPA.
Afterwards...it's time to GAMBLE!! There are a variety of tables available for everyone to enjoy ~ Black Jack, Roulette, Let-it-Ride, Texas Hold'em and Craps.
Don't worry you do not need to be a pro. With the relaxed environment you will be having fun in no time. The best thing is you don't need money to play the tables. Upon check in, you will be provided a starter packet of tickets. These tickets are traded in at the tables for chips. Additional tickets can be purchased if you run out of chips. At the end of the night, trade in your chips for the chance to win prizes of your choice.
If gambling is not your thing, participate in the Silent Auction. The Silent Auction will be available at 5:30 p.m. through 9:30 p.m.
Reminder: Proceeds from this event go towards scholarships; so participate, enjoy the evening and support your profession. |
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