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Meetings

We are excited to announce we have added more social networking and educational sessions to the IMA Texas Council Meetings. The educational sessions are designed for all IMA Members to attend and are often eligible for CPE credits.  Whether you are new to IMA or have been a member for quite some time, these sessions will increase your intellectual capital.   Then you can relax and enjoy the social networking events scheduled throughout the weekend.  We welcome all IMA Members, their family and friends to join us for these events.

 

Mark your calendars!
 


January 13 - 15, 2012  

Texas Council Meeting
Dallas, Texas
Hosted by Dallas Fort Worth Area Chapter

Hotel:  

Holiday Inn DFW West

3005 Airport Freeway 

Bedford, TX 76021

Phone: 817-684-6300

Holiday Inn DFW West $89 group rate including breakfast and the block of rooms will be held until Wednesday, January 12

Hotel:  http://www.holidayinn.com/hotels/us/en/bedford/dfwwe/hoteldetail

Friday, January 13, 2012

Meet at the Holiday Inn DFW West hotel between 6:00 p.m. and 6:30 p.m.  At 6:30 p.m. - depart (carpool) for the Saltgrass Steakhouse at 102 State Highway 114 E., Grapevine, TX 76051  (817) 329-1900.   http://saltgrass.com/location-map.asp?loc=SGGV

7:00 p.m. - Reservations are under IMA in case some want to meet us at the restaurant rather than going to the hotel first Separate checks have been arranged.

See below for RSVP Information

Saturday, January 14, 2012

8:00 a.m. - CPE Description:

Title:  Problem Solving

Course Description: Have you ever used excessive time, human, and/or monetary organizational resources of your organization to solve a problem only to find that you were working on a result of the problem, and not the real problem itself?  If so, you're not alone.  Companies of all sizes waste thousands of dollars in efforts aimed at the wrong target. 

In this course, learn how to accurately identify the real problems. 

This course is a must for anyone pursuing continuous quality improvement.

Learning Objectives:

1.       Review 6- step approach to problem solving

2.       Identify analytic tools & techniques

3.       Recognize personal prejudices which interfere with objectivity

4.       Identify process to break complex challenges into manageable pieces

5.       Find common understanding in team problem solving

Level:    Basic/Intermediate

Prerequisites:  None

Area of Study:  Personal Development

CPE: 1 hour

Speakers:  Pat Wynn

                   Lynette Pebernat

Lynette Pebernat

Lynette Pebernat is a well-seasoned financial professional with almost 30 years of experience primarily in the energy industry.  She has held various positions in the finance organization, from Staff Accountant to Assistant Controller and has heavy experience in system implementations and upgrades.  Currently, she is a Senior Director of Information Technology at Dynegy Inc., where she is responsible for the oversight of the company’s ERP and HCM systems. 

Lynette is a CPA, CMA and CFM.  As a member of the Institute of Management Accountants, Lynette has held various volunteer leadership positions at the local and state level.  Currently, she is on the IMA’s Exam Review Committee for the Certified Management Accountant exam.  She has a BBA in Accounting from Evangel University and an MBA from Oklahoma State University.

Pat Wynn 

Pat Wynn is a senior financial executive with more than 30 years of experience in the defense industry, manufacturing, telecommunication and banking industries.  She has held various positions in the financial organization, from Staff Accountant to Controller to Principal Accountant. Currently, she is a Credit Analyst at First Command Bank, where she is working in the Commercial Lending Division.

Pat is a CPA and CMA.  As a member of the Institute of Management Accountants, Pat has held various volunteer leadership positions at the local, state and global level. Currently, she is Chair of the Membership Committee of the Stuart Cameron McLeod Society and an Adjunct Professor at University of North Texas at Dallas.  She has a Bachelor's Degree and Master's Degree from the University of North Texas. 

2012 Fort Worth Stock Show Western Parade:  

http://www.fwssr.com/pdfs/2012ParadeMap.pdf

The hotel shuttle will take us to the Trinity Rail station leaving the hotel at 10:25 a.m.  The fare is $7.00 for adults (16-64); $1.50 seniors (65 or over) and children under 4 are free.  We will catch the 10:55 a.m. train and arrive in downtown Fort Worth at 11:14 a.m.  The train takes us within three blocks.  We will then walk about 3 blocks and catch the first entry as it is making the U-turn.  I talked to Becky at the Stock Show office and she said it wasn't that far and it would take about 20 minutes for the first entry to make it to that point.

We will then catch the 1:47 p.m. train back to the mid-cities and the shuttle will take us back to the hotel around 2:20 p.m.  Boxed lunches will be ready.

See below for RSVP Information

CPE to commence upon return from Parade - CPE Descriptions:

Title:  Parliamentary Procedures

CPE: 1 hour

Speakers:  Gary Brown

Gary R. Brown

Gary R Brown CMA, CPA, CITP, PFS is Managing Director of a boutique Georgetown, Texas CPA practice that has been recognized by the AICPA as one of the best small firm users of human capital.  His firm is a member of the PCPS and Government Audit Quality Centers of the AICPA.  He was previously CFO and VP Finance for Astec International LTD (now part of Emerson Electric) in Manila, Philippines, International CFO based in Mexico City and Seoul, Korea for Ralston Purina, and held senior financial positions with Ford Motor Company, Honeywell, and Texas Instruments.  He holds a BS in Accounting from Montana State University and MBA from Texas Tech University plus has advanced training from Stanford, University of Michigan, and University of Chicago. 

He has held numerous positions with the Institute of Management Accountants including member of the national board, the audit subcommittee, and is a former president of both regional councils and local chapters as well as former National President of the Stuart Cameron McLeod Society, a leading group of individuals serving at the national level for the IMA.  In addition, he has served on various AICPA committees and is outgoing chair of an AICPA MAP group.  He is a recognized speaker for various national accounting conferences and has been recognized as Financial Executive of the Year by the IMA and Robert Half International, was outstanding member of the Texas Council of IMA, two time recognition as Ambassador of the Year for Georgetown Texas Chamber of Commerce, and is on boards of local symphony, theatre, and chambers of commerce in Central Texas.     He is also a member of the Texas Society of CPAs, National Association of Tax Professionals, and Association of Certified Fraud Examiners Association. 

Board Meeting to Immediately follow CPE on Parliamentary Procedures.

Sunday, January 15, 2012

Frontiers of Flight Museum

6911 Lemmon Ave
Dallas, TX 75209

http://www.flightmuseum.com/about.htm

Guided tour starts at 1:00 pm; Tour lasts 1 to 1 1/2 hours

Price:  $7 adults; $5 for seniors (65 yoa), $4 children

RSVP

Transportation on your own--meet at museum

 

E-mail Reservations to bvalerie_1999@yahoo.com with the following information:

Money for Saturday transportation and lunch will be collected Friday evening

 

                                                                                     name    # attending

Friday night at  Salt Grass Steakhouse: 

Staying at hotel (info only)

Stock Show Parade Transportation

Boxed Deli Lunch $13

    meat:     ham    roast beef    or turkey

    cheese:  American, provolong, Swiss or cheddar

    deli salad: fruit cup, coleslaw, pasta, or potato salad

April 20, 2012 

IMA Texas Council Annual Conference
Houston, Texas
 

April 21, 2012 

 

Texas Council Meeting
Houston, Texas
 
Hosted by Houston Chapter
 

 

 

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