Past Events
2009 Conferences & Meetings
2008 Conferences & Meetings
2007 Conferences & Meetings
2006 Conferences & Meetings
2005 Conferences & Meetings
2004 Conferences & Meetings
2003 Conferences & Meetings
2002 Conferences & Meetings
2009 conferences & meetings
Continuing Professional Education (CPE) Conference November 13, 2009
Date: Friday, November 13, 2009, 8:00am - 4:30pm
Location:
Drexel University
LeBow College of Business, Pearlstein Building
32nd and Market Streets
Philadelphia, PA 19104
Agenda
CREDITS: 8 Continuing Professional Education Hours (CPE's)
Towards Convergence: An update on the ongoing efforts of the FASB and IASB
Joel Wagoner, CMA, Arcadia University
Selling Commercial Products to the Government: Compliance with Rules a Must/Audits and False Claims Act
Frank G. Peiffer, Department of Defense, Contract Audit Agency
Finance as a Strategic Business Partner: Case Studies in On-demand Budgeting and Reporting
Tom Coghlan, CMA, Paragon Consulting Associates
Bryan Kowalk, Adaptive Planning
Linked-IN or Linked-OUT: Which networking style are you?
Continuing Professional Education (CPE) Conference September 18, 2009
Date: Friday, September 18, 2009, Registration 7:45, speakers 8:15am - 4:15pm
Location:
La Salle University
Montgomery County Center
Metroplex Corporate Center
4000 Chemical Road
Plymouth Meeting, PA 19462
Click here for directions: http://www.lasalle.edu/campusmap/directions/index.php?id=metroplex
Agenda
CREDITS: 8 Continuing Professional Education Hours (CPE's)
Be a Survivor, Not a Statistic: Business Continuity, Disaster Recovery Planning and Solutions
Ted Swanson, IT Solutions
XBRL Today and Tomorrow
Clinton (Skip) White, University of Delaware
Creating a Personal Brand
Christopher Bilotta, Resource Development Company, Inc.
Effective Communication in the Workplace: It's Not Just What You Say
Lynne Texter, La Salle University
Fraud: Do You Know What To Do When It Arrives?
Leon LaRosa, La Salle University Institute of Fraud and Forensic Accounting
Paul Zikmund, Amper, Politziner & Mattia
Registration
| Full Day | Half Day | |
| IMA members | $125 | $75 |
| Non-Members | $175 | $100 |
Registration includes continental breakfast, buffet lunch and mid-morning and mid-afternoon coffee breaks
Register at: https://www.regonline.com/63367_692324J
Members of the Philadelphia chapter who earn 8 CPE hours for this event will be entered into a drawing to receive a $100 gift card
Continuing Professional Education (CPE) Conference - May 29, 2009
Date: Friday, May 29, 2009, 8:00am - 4:30pm
Location: Widener University
Anatomy of a Deal: Divestiture Case Study
Michael Hafner, CMA, Universal Health Services
Payback Time... Can Professional Sports Make Money?
Dr. Brian Larson, PhD
The Widener Elder Pennsylvania Survey Project
Dr. Eric Brucker, PhD
An Economist Looks at the US Economy
Dr. Cynthia Saltzman, PhD, CFP
Keys to Succesful Turnaround Management
Marc Kramer, Kramer Communications
Why Organizational Strategy Matters
Edward Ferris, Charlesmore Partners International
Dinner and Continuing Professional Education (CPE) February 19, 2009
Time: 6:00pm - 8:30pm
Location: Widener University
Topic: FASB Accounting Standards Codification
Speaker: Bruce Pounder, CMA, CFM, Author of Convergence Guidebook for Corporate Financial Reporting
CPE Credits: 1 Continuing Professional Education Hour (CPE) in Accounting
The Convergence Seminar™ - Feb 20, 2009
Date: Friday, February 20, 2009
- 8:00am - 8:30am: Onsite Registration and Continental Breakfast
- 8:30am - 4:30pm: Program
Location: Drexel University, LeBow College of Business, 2 W. Liberty Blvd, Malvern, PA, 19355
CPAs, CMAs, and other financial professionals will earn 8 hours of Continuing Professional Education (CPE) credit for participating in this seminar. Credit will be granted by Leveraged Logic, a NASBA-registered CPE sponsor.
- Field of Study: Accounting
- Program Level: Basic
- Prerequisites: None
- Advance Preparation: None
- Delivery Method: Group-Live
HOW TO PREPARE FOR THE COMING CONVERGENCE OF U.S. GAAP AND INTERNATIONAL FINANCIAL REPORTING STANDARDS (IFRS)
Bruce Pounder, CMA, Author of Convergence Guidebook for Corporate Financial Reporting
President - Leveraged Logic, Inc.
For more information, go to http://www.leveragedlogic.com/
2008 conferences & meetings
Continuing Professional Education (CPE) Conference - Dec 5, 2008
Date: Friday, December 5, 2008, 7:30am - 4:30pm
Location: Temple University Center City campus
WHY DON'T ALL ENTREPRENEURS SUCCEED?
Chris Pavlides, Professor of Entrepreneurship - Temple University
POST-ACQUISITION INTEGRATION: ISSUES AND OPPORTUNITIES
Christopher Meshginposh - Kreischer Miller
CASE STUDIES IN REAL WORLD ETHICS
A.J. Stagliano - Saint Joseph's University
FTC GUIDANCE FOR PROTECTING PERSONAL INFORMATION IN THE WORKPLACE
Jim Romesburg, President - J.R. Consulting
IMA Strategic Plan
Jeffrey C. Thomson, President and CEO - IMA
Continuing Professional Education (CPE) Conference - Oct 17, 2008
Date: Friday, October 17, 2008
Location: La Salle University
Montgomery County Center
4000 Chemical Road
Plymouth Meeting, PA 19462
LaSalle’s Montgomery County Campus is located at the intersection of PA Turnpike, Route 476 and Northeast Extension
7:30am to 8:00am: Registration and Continental Breakfast
8:00am to 11:50am: Speakers (mid-morning break at 9:50am)
11:50am: Distribute CPE certificates and adjourn
CREDITS: 4 Continuing Professional Education Hours (CPE's)
DEVELOPING A STRATEGY TO COMBAT TAXES, INFLATION AND HEALTH CARE EXPENSES
Marc Rosenbloom and Steve Brown - The Cornerstone Group
WHERE IS YOUR CLIMB GOING? WHAT DOES IT TAKE TO BE CFO?
Dave Maturo - Attolon Partners
A Look at Employee Theft: What Your Employees Know That You Don't Know
Colleen Vallen, Manager - Parente Randolph
Members of the Philadelphia chapter who attend this event will receive a $25 gift card within three weeks after the event
2007 conferences & meetings
Professional Development Conference
Date: Friday, November 30, 2007
Location: Temple University, 15th and Market Streets, Philadelphia, PA
Fraud Investigations: A View From the Front Lines
Paul Zikmund, SolomonEdwards
What It Takes To Be a Successful Entrepreneur
Chris Pavlides, Executive Director of the Innovation and Entrepreneurship Institute at Temple University
Enterprise Risk Management
John McLaughlin, SmartAssociates
IT for Competitive Advantage - A Business-Value Driven Framework
Sassan S. Hejazi, Kreischer Miller
How To Effectively Use An Executive Search Firm
Marcia O'Connor Zaruba, The O'Connor Group
4th Annual Widener University/
IMA Professional Development Conference
Date: Friday, June 15, 2007
location: Widener Univ., Chester, PA
Choice of Business Entity
John Yanoshak, Kassab Archbold & O'Brien, LLC
The Quality Financial Reporting Process:
More Information Faster, Better at Lower Cost
Allen Sullivan, Relevante, Inc.
Performance Management: The New SOX Requirement
Roland P. Mossiman, BI International
Tax Update / Student Night
Date: Thursday, February 22, 2007
Event: Widener University, Chester, PA
2007 Tax Update
Thomas Brinker, CPA, MS in Taxation, Professor of Accounting, Arcadia University
2006 conferences & meetings
17th Annual Financial Management Conference
Date: Friday, December 1, 2006
How an Appraiser Develops Fair Value for Financial Reporting
Alfred King, Director of Client Services, Marshall and Stevens
Update on IMA's strategy
SOX 404 and Enterprise Risk Management:
Issues and Implications for Management Accountants
Jeffrey C. Thomson, Vice President, Research and Practice Management, Institute of Management Accountants
Working With Recruiters
Chris Billott, Partner, Resource Development Company
Interim Executive Assignments —
The Growing Demand for Flexible Expertise
Adam Berman, Practice Leader, Kreischer Miller
Case Studies in Ethical Corporate Behavior
A. J. Stagliano, Professor, Saint Joseph's University
Professional Development Seminar
Date: Friday, July 28, 2006
Location: Citizens Bank Park
Update on the Public Company Accounting Oversight Board (PCAOB)
Dr. Andrew Felo, CMA, Penn State University
Stopping Expense Account Fraud
Rich Lanza Cash, Recovery Partners, LLC
How Owners Make Money in Baseball
John Nickolas, Philadelphia Phillies
Does AMT Really Mean 'Add More Tax?'
Thomas M. Brinker, Jr., LL.M., CPA Arcadia University
The 3rd Annual Widener University/
IMA Professional Development Conference
Date: Friday, June 16, 2006
Event: Widener University, Chester, PA
Financial Reporting in the 21st Century using XBRL
Liv Watson, Vice President of XBRL Strategies for Edgar Online
Identity Theft: Detection and Prevention
Gregory P. Cermignano, JD, CMA, Widener University
Current Issues in Financial Gerontology
Neal E. Cutler, Ph.D, Widener University
Current Tax Developments for Individuals and Businesses
Carlo P. Toscano, CPA, KPMG, LLP
Status of the Streamlined Sales Tax Project
Carl Back, Jr., CPA, Smart and Associates
Forensic Accounting - Standards and Hot Topics
Chris Welde, CPA, Forensic Insights Inc.
2005 conferences & meetings
The 17th Annual Financial Managers Conference
Date: November 10, 2005
location: Doubletree Hotel, Philadelphia, PA
Corporate Audit Committees, a Chairman’s Perspective
Tim Monahan, Ph.D, CPA Board of Directors, Ariba Inc. and Former Dean, Villanova University
The Spirit of Sarbanes-Oxley: The Key to Improved Non-Profit Governance
Steve McNally, CPA, Campbells Soup Company, Joe Steuer, CPA Finance Manager, Chief Financial Officer Philadelphia Zoo
Fraud Prevention: Red Flags And Early Warnings
Colleen Vallen, CPA Senior Manager, Smart and Associates
Managing Accounting and Information Technology in a Growing Company
Paul Zaun, CPA Chief Financial Officer Rastelli Foods, Inc.
Silent Signals of Success
Marsha Egan, CPCU, ACC President, The Egan Group, Inc.
Due Diligence for Acquisitions
Chris Meshginpoosh, CPA Director, Business Advisory Services, Kreischer Miller and Co.
The 2nd Annual Widener University Continuing Professional Education Conference
Date: June 10, 2005
Location: Widener University, Chester, PA
Forensic Accounting: From Accountant to Expert Witness
Howard Silverstone CPA, CFE Forensic Resolutions, Inc.
An Introduction to Resource Consumption Accounting (RCA)
Paul Sharman President and CEO of Institute of Management Accountants
The Sarbanes Oxley Act: Three Years Later
Frank Sposato Lordi Consulting Associates
Privatization of Social Security An Economist’s Perspective
Cynthia Saltzman, PhD, CFP, Professor of Economics Widener University
Tax Update with Special Emphasis on Medical Expense Deductions in Special Needs Situations
Tom Brinker, LLM, CPA, CFE, ChFC Associate Professor Arcadia University
Dinner Meeting
Date: May 18, 2005
location: Wyndham Hotel, Chesterbrook, PA
A Sale May Be The Best Available Solution for an Under-Performing Company
Scott Victor, SSG, Capital Advisors, LP
Breakfast Meeting
Date: April 20, 2005
location: Doubletree Hotel, Philadelphia, PA
Outsourcing
David Griffith, Modern Group, CEO
Breakfast Meeting
Date: January 19, 2005
location: Doubletree Hotel, Philadelphia, PA
Corporate Fraud - Motive, Methods and Red Flags
Colleen Vallen, Senior Mgr Smart & Associates
2004 conferences & meetings
15th Annual Financial Management Conference
Date: November 11, 2004
location: Doubletree Hotel, Philadelphia, PA
Beyond the Headlines - An Inside Look at Corporate Fraud
Pat Woytek, Principal Kroll, Zolfo Cooper
Business Intelligence – Oxymoron or Revolutionary Business Management Tool
Pete Power, Director, Claritee Group
Public vs. Private Dilemmas
Dr. Andrew Felo, Penn State Great Valley, and Financial Education Group
Outsourcing – National and International Focus
David R. Luckner, Vice President Finance/CFO Refreshment Services, ARAMARK
Sarbanes Oxley Panel Discussion: Public vs. Private Dilemmas
Carol Sabochick, Controller, Unisys
Sarbanes Oxley Panel Discussion: Public vs. Private Dilemmas
Stephen McNally, Finance Director, Campbell’s USA
Breakfast Meeting
Date: October 20, 2004
location: Doubletree Hotel, Philadelphia, PA
Marketing Yourself
Marc Kramer, Kramer Communication, Wendy Rose, Resources Connection
Dinner Meeting
Date: September 15, 2004
location: Wyndham Hotel, Chesterbrook, PA
10 Truths you need to know about Fraud
Paul Zikmund, Tyco International
The 1st Annual Widener University/
IMA Professional Development Conference
Date: May 21, 2004
Location: Widener University, Chester, PA
Creative Financial Reporting Practices: Myth or Reality
Leon La Rosa CPA, CFE, MST, Deliotte and Touche, Philadelphia, PA
Sales Tax Frauds in Corporate America
Carolynn Iafrate JD, CPA, Industry Sales Tax Solutions, Exton, PA
Mutual Funds: Today’s Challenges, Tomorrow’s Opportunities
Steve Wynne PFPC, Wilmington, DE
Strategic Planning for a Workplace Investigation
Philip Deming, CFE, SPHR, CPP, Philip Deming & Associates, King of Prussia, PA
Sarbanes-Oxley: Will it Have an Impact?
Dr. Andrew Felo CMA, CFM, Penn State University, Great Valley Campus
How to Prevent Payroll Frauds
Ron Noll, CPA Noll and Company, CPA’s, Malvern, PA
Dinner Meeting
Date: May 20, 2004
Location: Wyndham Hotel, Chesterbrook, PA
Sabanes-Oxley Update
John McLaughlin Director, Internal Audit Services, Pricewaterhouse Coopers
Dinner Meeting
Date: February 19, 2004
Location: Wyndham Hotel, Chesterbrook, PA
Information Reporting Best Practices in Finance, Sales, and HR
Paul Gunderson Principal, First Quarter Inc.
2003 conferences & meetings
Dinner Meeting
Date: November 20, 2003
Location: Wyndham Hotel, Chesterbrook, PA
Building a Better Bottom Line
Mario Vacari, Director, Consulting and Business Advisory Services, Kreisher, Miller and Company
Dinner Meeting
Date: May 15, 2003
Location: Wyndham Hotel, Chesterbrook, PA
Hot Topics in Accounting
Saverio Fato, Partner Pricewaterhouse Coopers
dinner meeting
Date: April 24, 2003
location: Wyndham Hotel, Chesterbrook, PA
Wealth Span Planning - Financial Planning in the 21st Century
Dr. Neal Cutler, Widener University
Dinner Meeting
Date: March 20, 2003
location: Wyndham Hotel, Chesterbrook, PA
Health Insurance Portability and Accountability Act (HIPAA)
John Ciavardone, Northwestern Human Services
dinner meeting
Date: January 16, 2003
Location: Wyndham Hotel, Chesterbrook, PA
Case Studies: Aligning Business Objectives with Information Technology
Pete Wood & Sean Moffet, Making-IT-Work
2002 conferences & meetings
dinner meeting
Date: November 21, 2002
Location: Wyndham, Chesterbrook, PA
Tax Update: Recent Tax and Legislative Changes
Brent Kolb Baum, Smith & Clemens CPA's
dinner meeting
Date: October 17, 2002
Location: Wyndham, Chesterbrook, PA
The Reinvestment Fund -
Balancing a Strong Social Mission and Financial Market Discipline
Michael Crist, CPA, & Sandra Choukroun, The Reinvestment Fund
dinner meeting
Date: September 19, 2002
Location: Wyndham, Chesterbrook, PA
Surviving Change
Ken Prager, IBM Business Innovation Services
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