April, 2008
VOL. 81, NO. 9
DAYTON CHAPTER
"Problems become opportunities when the right people come together. ”
–Robert Redford
PRE-DINNER SPEAKER
DINNER PROGRAM SPEAKER
April 15, 2008
April 15, 2008
5:30 p.m. Mandalay Banquet Center
6:30 p.m. Mandalay Banquet Center
Donna Street University of Dayton
Rip Hale Smith Barney
“International Accounting”
“Lessons Learned from Working with the Best”
Professor Donna L. Street is the Mahrt Chair in Accounting at the University of Dayton (USA). She is active in several academic and professional organizations. Currently she serves as President of the International Association for Accounting Education and Research (IAAER). Street previously served as President of Beta Alpha Psi and of the International Section of the American Accounting Association (AAA). Street received the Virginia Society of CPAs Outstanding Accounting Educator Award in 1999 and the AAA International Accounting Section Service Award in 2004. This summer Street received the Outstanding International Accounting Educator Award from the AAA International Accounting Section.
Richard “Rip” Hale provides his clients with over 20 years of investment experience and a sincere interest in their success. Rip received his undergraduate degree from Southern Methodist University and his postgraduate Endowment and Foundation Certificate from The Wharton School at the University of Pennsylvania. He is both a Certified Financial Planner and a Certified Investment Management Consultant.
Professor Street has published several papers in journals including Behavioral Research in Accounting; Accounting and Business Research; Accounting Horizons; International Journal of Accounting; Journal of International Financial Management and Accounting; Journal of International Accounting Research; and Journal of International Accounting, Auditing, and Taxation. She is co-editor of the Institutional Perspectives section of the Journal of International Financial Management.
Rip will be providing us an update of what is going on in the market as well as discuss best practices in the business.
Rip has served as faculty for the University of Dayton School of Law Employee Benefits Tax Conference and has also been recognized by Barrons Magazine as being among the top 1% of all Wealth Managers in the country each year Barrons has conducted the rankings. He served as President of the Dayton Chapter of IMA in 1995-6 and was recognized as Member of the Year in 2003-4.
Spring is here and Tax Season is almost over –
Come Celebrate!
INSIDE
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President’s Message Tour Opportunity Meonske Conference Join the Board Leadership Training ¾ Meeting Reservation
Visit the web-site at http://www.dayton.imanet.org/
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APRIL, 2008
President’s Message We are on the home stretch of the current program year with only two meetings left. Our next meeting is April 15th. The 5:30 session is on International Accounting and will be presented by Donna Street from University of Dayton. Our dinner speaker is chapter member Rip Hale from Smith Barney. Rip’s presentation is titled "Lessons Learned from Working with the Best". He will also provide some commentary on the current market. There are a number of other CPE events scheduled in the coming months. On May 20th, in addition to our regular dinner meeting, a special luncheon program has been planned at the Dayton Foundation. Thanks to Barry Smith for arranging this event. Registration information is provided below. On April 25th the 34th Annual Meonske Professional Development Conference will be held at Kent State University (see details on page 3). The 89th Annual IMA National Conference is scheduled for June 14 - 18 in Tampa, Florida. Please make plans to attend the remaining Dayton Chapter events and hopefully you can take advantage of some of the other opportunities as well.
Sue Terzian President
DAYTON IMA - TOUR OPPORTUNITY SPECIAL LUNCHEON AT THE DAYTON FOUNDATION WHERE: 2300 Kettering Tower, Dayton WHEN: Tuesday, May 20, 2008, AT 11:30 A.M. and ending around 12:45 P.M.
Qualifies for one hour of CPE – Attendance is limited to the first 20 registrations! Lunch will be provided by the Foundation at no charge to the attendees! Information on the operations of the Dayton Foundation will be presented Reservations can be made with Barry S. Smith, Phone: (937)427-1272, or Email
[email protected] Here are the calendar details (and CPE opportunities!) for the next two months. We hope that you will plan on joining us at the Mandalay Banquet Center every month beginning at 5:30 p.m. for the CPE session and 6:30 p.m. for the dinner session.
MEETING DATE
CPE SESSION SPEAKER & TOPIC
Thurs-Fri, April 24th-25th, 2008
May 13th, 2008 – Tues, May 20th, 2008
Tues, May 20th, 2008
DINNER SESSION SPEAKER & TOPIC
34th Annual Meonske Conference at Kent State (see page 3)
Ohio Regional Council – Leadership Training Workshop Jerry Hensley “Business Continuity”
Michael Gearhardt – MTC Technologies “Taking a Company Public”
Tour of Dayton Foundation – see above for details
Visit the web-site at http://www.dayton.imanet.org/
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APRIL, 2008
34th Annual Meonske Professional Development Conference Kent State University
Ohio Council of the Institute of Management Accountants
Friday, April 25, 2008, Professional Development Conference Morning – Latest Developments in Financial Reporting • Financial Reporting Panel--“Beresford Is Back! Don’t miss it!” Dennis R. Beresford, E&Y Executive Professor of Accounting, University of Georgia and past Chairman of the FASB Susan Goetz Markel, Chief Accountant, SEC Division of Enforcement Lawrence W. Smith, FASB Board Member Lunch – “Taking the Financial Press into Account” Chuck Springston, news editor at the Washington Business Journal Afternoon – A Reformed and Inspiring White-Collar Criminal • Chilling Straight-Talk from Crazy Eddie’s CFO: “Our prices are INSANE!” and so were the financial statements. You have seen him on CNBC and Court TV. Sam E. Antar, President and former CFO of Crazy Eddie, Inc.
Thursday, April 24, 2008, Our Preconference Workshop Morning – How Accountants can Protect the Company • “Thwarting External Business Attacks and Other External Risks” Panel William Henterly, Special Agent, U.S. Federal Bureau of Investigation George Farragher, Ernst & Young Executive Director, Fraud Investigation and Dispute Services Brian Shura (Web Security Applications), Progressive Insurance Company Adam Williams (Antivirus Protection), Progressive Insurance Company Afternoon – Select One of Two Concurrent Tracks • •
•
TRACK 1 XBRL, “extensible business reporting language”—a boom for consultancies and regulators and a pain for practitioners (1 hour) Dan O'Brien, RR Donnelley Forecasting and Budgeting—Myths and Misconceptions (2 hours) Peter Constantino, Ciuni & Panichi, Inc.
TRACK 2 Ohio Professional Standards and Ethics (Accountancy Board-Approved Ethics, 3 hours) Dr. Norman R. Meonske, Kent State University
One of the “Top-five financial reporting conferences in America.”
Friday, April 25, Conference - Thursday, April 24, Preconference Workshop www.ohioima.org
Visit the web-site at http://www.dayton.imanet.org/
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APRIL, 2008
GLEIM DISCOUNTS FOR DAYTON CHAPTER MEMBERS Discounts of up to 32% on CMA/CFM study materials to Dayton Chapter Members You can also save 25% on Online CPE Continuing Education Programs! These programs range in prices per hour To learn more, please contact Matthew Cmar at (800) 874-5346 ext. 135. via email at
[email protected] or via Fax at (888) 375-6940. Hours: Mon-Fri: 10am7pm est. Please visit their home page: www.gleim.com
The Dayton Chapter is Looking for Additional Friendly Faces for the Board of Directors There are many areas to serve in the chapter board, such as: Membership, Professional Development, Communications, Public Relations, Social Activities among others We can find a position that fits your interest and schedule. For more information, contact Tony Griffin at
[email protected] or Paul Myers at
[email protected] , (937) 332-2304
Ohio Regional Council Leadership Training Workshop Saturday – May 10th ,2008 - Columbus, Ohio Grow in your leadership skills and learn more about the IMA organization! Fun and Lunch are provided! Call or Email Paul Myers for more details (937) 332-2304
Visit the web-site at http://www.dayton.imanet.org/
Paul Myers 2518 Jaysville St.Johns Rd. Arcanum, OH 45304
.
http://www.dayton.imanet.org/
APRIL, 2008
MEETING REGISTRATION FORM * MANDALAY BANQUET CENTER Meeting Date, Tuesday, April 15, 2008 Please reserve by Thursday, April 10, 2008 Do you plan to attend the 5:30 p.m. session? Yes No 6:30 p.m. Main Entrée: Pork Chops with Roasted Apples
(please mark)
Reservation is for _________member(s) & _________ guests Member Name: ____________________________________________________ Guest Name: ______________________________________________________ Amount enclosed $___________ ($25 advance reservation, $27 at door) Please make checks payable to Dayton Chapter IMA. (You may call/fax in your advance reservation with all information and pay at the door; however, no-shows will be charged.)
Dinner preference: Main Entrée________ Vegetable Plate_______ Send checks with reservations to:
Toni Walchner Business Manager Research & Graduate Studies Work Phone: 937-775-5171 Fax 937-775-5181 Email:
[email protected]
