A Message from Our President

We would like feedback from you to see how we can better serve you. Please complete a short survey by clicking here.

President Joel S. Smith, CMA, CPA
2007-2008 Season

Our Mission:

"To provide our membership with the education, network and tools to help them achieve their career goals and aspirations."

On The Horizon

Hello San Francisco Chapter. With the Holiday season fast approaching, as well as the mid point of the 2008 2009 season, I thought it would be a good time to recap our current programs and our upcoming events.

Being in the San Francisco Bay Area, we are fortunate enough to have several local chapters that are fairly close by that offer many programs and events that may be of benefit to our members. We get many notices of other chapter events each month and decided that we would create a section in the newsletter to list them so that our members can look to see if any would be beneficial. Some of the things that are going on include the FMN tape series to keep the membership informed of some of the most up to date information in the accounting industry, a very special educational conference to be held in the South Bay, and the new Controllership course being offered by the Silicon Valley Chapter. Be sure to look for the other chapter events section in this and all upcoming newsletters.

Once again, the six Bay Area chapters will be co-hosting the Annual IMA Holiday Meeting and Community Fund Raiser at Jack London Square. This event is always incredible. Gary Schlossberg, Vice President and Senior Economist for Wells Fargo Bank will be speaking again. For those of you who watch local news channels, you probably will recognize him as he is very often quoted by several of the major news reporting agencies here in the Bay Area. This meeting also includes a Toys for Tots and an Alameda County Food Bank Drive and all proceeds from the dinner go to charity. I highly recommend you attend this meeting. I promise you will not be disappointed. To RSVP: call Sandy Giberson at 510-271-0948, or e-mail her at sgibersonima@gmail.com.

Our Excel programs are still humming along nicely. We are in the process of wrapping up the Excel Specialist Certification program in a few weeks. The Excel Expert Certification Program as well as the Saturday sessions will be starting up in January. For more information, be sure to check out the new website at http://www.excelinaccounting.com

We are still conducting our CMA review courses. Fort those of you who are interested in studying for the CMA in a group setting, please contact Harry Massouda at harry@resourceanddesign.com.

Also, if any of you out there have registered for the CMA exam in the last year, we would really like to hear about it. You will get continuing education credits through the IMA and the chapter will improve its standing at the same time if your studying is recorded. Please contact Joel Smith at jsmith@lautze.com if you are currently studying or having registered or sat for the exam within the last year.

We are still in the process of rolling out some of our other pet programs such as the ethics course and the technical meetings. We will let everyone know as soon as we have something nailed down.

I look forward to seeing you all at the Holiday meeting or one of our other events.

This is your organization. You pay money to be a part of it.

This is your chapter. Make it work for you.

Joel S. Smith
President

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

[see all articles]