Professionals Just Like You Belong to Peninsula PaloAlto Chapter of IMA
 
News & Updates

Membership Drive

Year 2011

Chapter Membership Drive
2011 Membership Enrollment Program

***Enroll as a member now to receive discounts on IMA membership and the CMA Entrance Fee!

***Enroll now and receive 10% off of any membership, in addition to having the $15 registration fee waived. Also, purchase the CMA Entrance Fee at the same time and receive a 25% discount ($50 off).

***To redeem this offer, visit the IMA global website at www.imanet.org and go to the Online Store to enroll yourself as member. Enter promotional code: PPACMA1011 when checking out to receive your discount.

***Note: discount not applicable on the chapter sponsored CMA review course fee.

Website created!...

27-06-2009

Monthly Technical Membership Meeting


February 21st, 2012

Jerry Stern

Technical Meeting Committee Chair-  Jerry Stern, CPA, MBA

Welcome to the Peninsula Palo Alto Chapter of Institute of Management Accountants site of professional education, a one stop shop for your professional education and networking needs.  At the chapter we provide you a wide variety of topics of interest to keep you abreast on the developments in finance and accounting profession.  Unique to our chapter is our ability to bring in top notch speakers holding executive level positions to speak about their experiences in their daily conduct of business.   For those aspiring to climb the ladders of  the corporate financial management, these events also provide an excellent venue to network with these high profile individuals.   Some of the meetings are specifically designed to be panel discussions to get wide variety of perspectives.  Our meetings also provide cost effective CPE's.  At the end, I would like to add that the chapter and the board strives to give 100% value to the membership through these technical sessions.  I look forward to connecting with many of you and hope to see you at our upcoming event!

 

MEETING DATES
Monthly Meetings are generally held every 3rd Tuesday of the month,
except during the months when joint events are held. 
 
TIME
Regular Registration and Technical Session: 6:15 PM onwards


MEETING LOCATION
Biltmore Hotel
2151 Laurelwood Road
Santa Clara, CA 95054
Phone: (408) 988-8411


CONTINUING EDUCATION

3 CPE hours.
 
COST & REGISTRATION
"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 juszenski@imanet.org"

Registration: Early Bird (January 31st) - Member-$30; Non-Member- $40
Regular (February 1st- February 20th) - Member-$35; Non-Member- $45
Walk-In: (February 21st) - Member-$50; Non-Member- $60 (seats not guaranteed)

Cancellations will not be refunded/deferred or exchanged

Website Paypal registration closes on January 16th to give final head count to the hotel.

Regular Attendee Registration (click here) to register for the forthcoming monthly meeting.             

University Student Registration (click here) to register for the forthcoming monthly meeting.
Note: Students must bring their student ID's for verification



Topic Description and Details Speakers

"Career Night - Employment Panel 2012"

Career Night- Employment Panel Discussion (All in this flyer) Come to our career night to learn about current career development & job search advice with our Employment Panel. This is your opportunity to get sound advice on what works, what doesn't work and what to watch out for in today's competitive accounting and finance job market. The discussion is lead by a fine mix of panelists from recruiting companies and industry hiring managers. The Q & A is always active and provides great takeaways.

The EDGE Report: Employment, Hiring and Compensation Trends- Robert Half Presentation (TBD) Learning Objectives: Based on Robert Half International and CareerBuilder®'s fifth annual Employment Dynamics and Growth Expectations (EDGE) Report, this presentation compares and contrasts the perspectives of hiring managers and workers. It provides insights into how workers feel about their jobs now, how both employees and employers are likely to respond to an improving economy and what qualities managers will look for in new hires. It also offer tips for overcoming common job search challenges and getting noticed in an increasingly competitive job market.

Power your potential- Chapter Presentation- (Dave Osburn) The presentation covers how IMA membership provides value for you and your organization. Learn about the CMA certification, an advanced professional credential demonstrating mastery of the knowledge and skills most relevant to finance and accounting professionals. Know about the career resources provided by IMA, including a targeted job bank. The availability of continuing education at significant discounts to members and some is included with your membership at no extra cost. Learn about some of the leadership development and résumé building opportunities.

CMA Program: The essential credential- Chapter Presentation (Latane Garetson) IMA's certification for accountants and financial professionals in business. The CMA validates your mastery of financial planning, analysis, control, and decision support- the critical skills needed to be a valuable strategic advisor for your organization.

 
 
Latane Garetson
Latane Garetson - Cost Accountant, Rosendin Electric

Latane is the Certification Director at the IMA Peninsula Palo Alto Chapter He currently holds a Bachelor Degree in Finance with a Minor in Economics at San Jose State University. Latane recently started his career within one of the largest electrical contractor in the United States. His experience within multiple facets of accounting includes payables, contracts, receivables, and costing. Some say he is a jack of all trades with a huge upside. Latane feels that accuracy, and relationship building is the most important character traits to have in order to succeed at a high level. He is currently in the process of obtaining his CPA and CMA licenses.







Dave Osburn
Dave Osburn - Director of Compliance, The Resultants, Inc.

Dave has been a member of the IMA, Peninsula-Palo Chapter, since 1987. Dave is currently Director of Compliance at The Resultants, Inc., a Sarbanes-Oxley and internal audit consulting firm. Dave's career has focused on Sarbanes-Oxley Compliance, Financial Planning & Analysis, financial systems administration and process improvement. Dave spent the first thirteen years of his career in public accounting at a variety of firms, including Grant Thornton. While in public accounting Dave performed and supervised audits, did tax returns, litigation support and consulting. Then over a decade ago Dave transitioned into corporate finance working in both the medical device industry (Accuray,Inc and LifeScan) and in the telecommunications industry (Siemens). He lives with his wife in San Jose and both are native to California. Dave enjoys reading, spending time with family and friends and taking local weekend trips. Dave is also a volunteer in other non-profit organizations, such as CSIX Connect. Additionally, Dave's hobby for many years has been collecting small decorative frogs, especially whimsical ones.



Ana PeaseAna Pease - Director of Human Resources, Sigma Designs

With more than 13 years of high-tech Human Resources leadership, Ana brings a mix of industry experience, customer and operational focus to her role which enables her to deliver strategic solutions to Sigma Designs. As the Human Resources Director for Sigma Designs, Ana is chartered with transforming HR into a strategic global partner. Before joining Sigma Designs, Ana was the HR Director of FirstRain, a B2B business analytics software company where she led corporate and international Human Resources. Prior to that, Ana held key human resource management positions with Cypress Semiconductor and Lara Networks.

Ana holds a B.S. in Business Administration Marketing and a minor in Industrial Psychology from San Jose State University.



Tami RoystonTami Royston - Vice President, Accretive Solutions

Tami is a Vice President at Accretive Solutions with over 20 years of experience. She has held senior finance and management positions in emerging start-ups and large public companies in the technology, retail and solar industries. During her 10 years in consulting, Tami has assisted clients on a variety of projects including Internal Audit, Enterprise Risk Management (ERM), and Sarbanes-Oxley Compliance as well as serving as interim Controller and providing emerging companies with start-up services. Tami has led the ERM practice for Accretive Solutions. Tami is a Certified Public Accountant with a B.S. in Accounting from San Jose State University. She is a member of the IIA and IMA.





Chris NguyenChris Nguyen - Staffing Manager, Accountemps

Chris Nguyen is a Staffing Manager for Accountemps in Santa Clara. Accountemps is the world’s first and largest specialized staffing service for temporary accounting, finance and bookkeeping professionals. Chris joined the company in 2010, and has over 5 years of sales and management experience.

Chris graduated from California State University – Los Angeles with a Bachelor’s of Arts in Communications, with a focus on interpersonal communication and language behaviors. An avid member of the Santa Clara Chamber of Commerce, he enjoys working with clients and candidates to find solutions and opportunities that best fit their individual needs while making a local community impact.



Dorene FongDorene Fong - Practice Manager, Accountemps

Dorene Fong is the Practice Manager of Accountemps, Salaried Professional Services Division for both the San Mateo and Palo Alto locations, a Robert Half International company. She works with Financial Managers aligning senior finance and accounting professionals for their external project needs in Operational Accounting, Financial Consolidations, Revenue Recognition, Audit, Inventory, SOX Compliance and Financial Reporting. She has been with Robert Half International for over 13 years and has been instrumental with her team in assisting over 1,000 of emerging organizations creating financial policies and procedures as well as provide guidance for best practices.

Dorene received her Bachelor's Degree in Business Administration with concentration in Accounting from San Francisco State University. She has sat multiple times on the San Mateo Advisory Board for the San Mateo County.




 

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