Events Calendar
Year-End Party and Round Table
Excel Expert Group
Excel in Accounting
CMA Study Group
Excel Testing Centers
Year-End Party & Round Table
Tuesday, July 21st – 6:00pm
at Protiviti Offices
50 California Street, San Francisco
Come joins us while we celebrate the end of 2008-09! The chapter will provide food and drinks while the members can enjoy a roundtable discussion led by recruiters.
Take this chance to contribute your ideas on where you would like to see the chapter go in our new season.
* Panel discussion of recruiters --The State of
Accounting Job Market
* Chapter’s direction in 2009-10
* Mingle with your fellow IMA members --
Food and Drinks will be covered by the
Chapter
Excel User Group - 6:15 - 7:30 PM
Dates and times to be announced
Excel Expert Group
| Subject |
| Advanced Formatting Techniques |
| Working with Templates/Workbooks |
| Using Advanced Functions |
| Working with Lists |
| Using Excel's Analysis Tools |
| Managing and Auditing Worksheets |
| Collaborating with Workgroups |
| Using Data from the Internet |
| Review & Mock Test |
Fee for all nine sessions: $50 Members/$150 Non-Members
Book: $45
Excel Saturday Extensives
Robert Half Offices
1999 Harrison Street, Suite 1100
Oakland, CA
Click here for more information and registration
July 25, 2009--Macros and VBA
Simplify repetitive tasks. Learn to record and edit basic macros.
August 15 , 2009--Fx Functions
Multitude of Excel functions. Understand how to navigate functions to eliminate hours of time and reduce errors.
September 19, 2009--Import/Export
Fully integrate Excel in the workplace! Combine Excel with programs like Access and PowerPoint.
CMA Study Group - Part III
Starting July 7, 2009 at 6 pm
Golden Gate University
536 Mission Street, 3rd Floor, Room 3321
San Francisco
Street parking is free starting at 6 pm. BART is a block away.
For more information or to sign up for the CMA Study Group email list, please contact Harry Massouda, Director of CMA Study Group Program, at harry@resourcedesign.com or by phone at (415) 777-0202, extension 249.
Topics covered:
• Working capital and inventory management
• Cost Volume Profit analysis
• Pricing and Marginal analysis
• Risk and Cost of Capital
• Discounted Cash Flows
• Capital Budgeting and Methods
Format:
• Pre-recorded DVD lecture by Lambers’ CMA
review followed by,
• Sample test questions with answer explanations
from Gleim CMA review
• Group discussion on topics of interest
Duration:
• Study group class may be extended up to 2
hours depending on students’ commitment
• It might take 6 to 7 weeks to cover Lambers’
CMA Part 3 DVD study material
CMA Study Group
We started offering a series of video lectures from Lambers CMA Review Course to our members studying for the CMA test who wish to do so in a group setting. To participate, a candidate will need to purchase a set of books and flashcards from Lambers. The cost for all four parts of the exam will be $250.00, or $70.00 for any single part. This is by far the most economical way to study for this exam that we have found, and we have received good reviews from others that have used the Lambers System.
Meetings will be held on Tuesdays and Thursdays from 6:00pm to 9:00pm at the Golden Gate University. Our first official session was on Tuesday, July 7 at 6:00pm. However, it is still early enough in for you to jump on board. We plan to run to the program for two different tests simultaneously so that we can most easily include as many people that are interested without too much wait.
For more information, please contact Harry Massouda at harry@resourcedesign.com or by phone at (415) 777-0202, ext. 249.
For those who prefer to study for the exam on their own, we still offer the Gleim discount program to those who are members of the San Francisco Chapter. See the Gleim add in this newsletter for more details.
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Excel User's Group
The San Francisco Excel users group sponsored by the SF Chapter of the Institute of Management Accountants is just completed a successful year of both technical sessions, social functions, and Excel MOS test preparation.
Our Excel User's Group sessions last season were hugely successful and resulted in the chapter winning a banner award from IMA National for the first time since 1969. We are hoping that we can improve upon this in the upcoming year.
For the upcoming year we intend to hold two different Excel Program's. One for the Excel Specialist Certification and the other for the Excel Expert Certification. We have asked that those of you who went through our Specialist Program last year volunteer to lead a group session this year. Many of you already have volunteered. We could use a couple more volunteers, however. For those of you who are interested in sharpening your excel skills, this is a great way to do it. They say the best way to learn something is to try teaching it to others. This will also be a great way to give back to the chapter while improving your own capabilities.
If you have any questions or comments, or wish to attend a future workshop, please contact John or Joel. Their contact information is listed below.
John Hallett
(925) 285-5824
jhallet@well.com
Joel Smith
(415) 543-6900, ext. 269
jsmith@lautze.com
Excel Testing Centers:
South San Francisco Adult Education
825 Southwood Drive
South San Francisco, CA 94080
Phone: (650) 877-8844; Donna Owyoung--three weeks advance notice to schedule
Laney College, Business Education Department
900 Fallon Street
Oakland, CA 94607
Phone: (510) 464-3438; Ask for Jimmy Tran to schedule
Test $75; Including re-take $85
Pay at Cashier--Tower Building, 2nd Floor
Inter-City Services, Inc., Workforce Training Institute
3269 Adeline Street
Berkeley, CA 94703
Phone: (510) 655-3552; Ask for Chrystal
Test $85; Re-take $15
MWF 8:30 - 5:00; TTh 9:00 - 6:00
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