Ethics Committee Chair -Edwin Tan
The institute of Management Accountants proudly presents the IMA Ethics Series: Success Without Compromise- Group Study.
This course is designed to help management accountants improve their ability to drive business performance in the areas of
decision support, planning, and internal controls. Participants will be educated on IMA Statement of Ethical Professional
Practice, which provides the foundation for this course. Participants then will be challenged to go beyond rote memorization
and apply their understanding of the Standards in real-life situations, thus strengthening, their personal ethical framework and
empowering them to influence the ethical culture within the company.
IMA's Group Live programs offer high-quality educational opportunities specifically aimed to advance career development. Group
Live programs offer IMA Chapters educational programming that is relevant to management accountants and that meets continuing
education requirements of CMAs. The programs provide opportunities for members to develop career related knowledge through local
events, as well as a chance to meet fellow IMA members and form connections with other finance professionals.
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Telegent Systems
470 Potrero Ave, Sunnyvale, CA 94085
Company Phone: 408-523-2800
IMA-PA Phone: 408-410-6148
June 5th, 2010
(First Saturday of June 2010)
Registration:8:45 AM
Training Sessions: 9:00 AM - 1:00 PM
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4 CPE hours.
COST & REGISTRATION
IMA-PA Chapter Member-$30; Non-Member- $35
"A Member is specifically, chapter member of IMA Peninsula Palo Alto Association
and not of any other chapter of IMA or other association members."
"To affiliate with the IMA Peninsula Chapter, send an email to hcandella@imanet.org"
*Online Registration closes on May 28, 2010
*Seats not guaranteed for walk-in registration
*Walk-ins pay $50 at the door, please bring cash or check
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Ethics Training(Click here for details!)
Learning objectives:
After completing the IMA Ethics Series: Success Without Compromise- Group Study, participants will be able to:
*List and describe the Principles and Standards of IMA
*Evaluate the possible outcomes and implications of ethical and unethical behavior within the finance function.
*Apply the Standards of good ethical practice to an ethical dilemma to determine an appropriate course of action.
Part 1: Learning the Facts
DVD Chapter 1: Introduction and Main Menu (10 minutes)
DVD Chapters 2 thru 10: IMA Statement of Ethical Professional Practice (30 minutes)
Part 2: Applying the facts
DVD Chapters 11 thru 12: The Acquisition of InfoCom (15 minutes)
DVD chapters 13 thru 17/Group Discussion: A Closer Look (110 minutes)
Debrief: (5 minutes)
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Instructor-Sudha Chadalavada, VP professional Education, IMA-PPA
Sudha, a CPA and a CFE, has over fifteen years
of experience in accounting and finance and currently specializes in SEC Reporting. Sudha has extensive and broad range of
work experience including external audit, private company controllership and public company regulatory compliance and reporting.
Sudha brings great breadth of expertise and experience in presenting and teaching the ethics class. Sudha is the current
VP Professional Education of the IMA Palo Alto Chapter and also has served on the boards of several non-profit educational
associations including IMA Silicon Valley Chapter, IIA San Jose Chapter, and ISACA SV Chapter aswell as a club and district
officer of Toastmasters' International.
Instructor-Anna Maria Flores - Velez, MBA
Anna Maria, has a cumulative expertise of
over 15 years experience in financial planning, operations, accounting, sales/marketing, forecasting, and product cost management
Anna Maria has excelled in managing global operations and testing cross-functional teams. She has directed the development and
implementation of state-of-the-art systems to achieve cost-reduction improvements while maximizing corporate profitability.
Instructor-Edwin Tan, Ethics Committee Chair
Edwin Tan, is a licensed chartered accountant of
England and Wales and has also passed the uniform Certified Public Accountant's exam conducted in California in the year 1986.
Edwin has over 30 years of experience in auditing, taxation, and company restructuring experience. Edwin feels fortunate that in
the early years of his career to work for a restructuring specialist from PriceWaterhouse partner that later setup his chartered
accountancy practice in London. Edwin is the restructuring specialist for RHI for the past 7 years in various capacities
including accounting manager through CFO position. Edwin's specialties include restructuring, taxation, setting up new accounting
system, and providing training/mentoring to finance staff. Prior to working for RHI Edwin was the CFO/Controller for 'Cosdel Int'l Co Inc',
a Foreign Freightforwarders and Customhouse Brokers located in San Francisco for 15 years before company was acquired by a
New York Company.
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