Monthly Technical Membership Meeting

June 19th, 2012
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 (May 1, 2012) - Member-$30; Non-Member- $40 Regular (May 2nd- May 14th - Member-$35; Non-Member- $45 Walk-In: May 15th- Member-$50; Non-Member- $60 (seats not guaranteed) Cancellations will not be refunded/deferred or exchanged Website Paypal registration closes on April 14th 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
June technical meeting (1) Visual Communication (2) Purchase Price Allocation Check out the three variety topics scheduled for June 2012 Technical Meeting Visual Communication: Create Outstanding Reports and Presentations Have you ever wanted to make your reports and presentations a little more polished, a little more effective at really getting through to your audience - whether it's a prospective client or customer, your boss or a team that you work with? Break through the mold of boring, dense corporate presentations and impress your audience with techniques from design and communication masters including Garr Reynolds and Edward Tufte. In this course you will learn about: - Why visually appealing materials are so much more effective than cluttered, hard-to-read reports and presentations - Steps to create outstanding reports by identifying your true audience and message for each project - When to use different presentation mediums - the Word vs. PowerPoint conundrum - How much information is too much - making use of executive summaries and appendices - Techniques to identify what your audience sees compared to what you are trying to convey This course is best for anyone interested in improving the effectiveness, look and feel of their presentations, reports and other deliverables.	Kristen Rampe- Consultant, Kristen Rampe Consulting Kristen Rampe is a consultant on customer service and communication for professionals. She helps companies grow by harnessing the value of word-of-mouth referrals and designing remarkable customer experiences. She provides strategy, direction and professional development workshops on customer loyalty, professionalism and communication. Kristen was named Woman to Watch by the AICPA/CalCPA in 2011. She worked as a CPA for over ten years with PricewaterhouseCoopers, Chordiant Software and Frank, Rimerman + Co. LLP. She serves on the board of the Palo Alto Art Center Foundation and her work has been published in the Tax Adviser magazine. Maher Abolgar- Senior Manager, Ernst & Young Maher is the senior manager in Ernst & Young's transaction advisory service valuation and business modelling practice, with over seven years of valuation experience. Maher specializes in valuation issues of both privately held and publicly held companies related to transaction analysis, financial decisions, and assisting management to identify strategic options and to determine the implications on the value of pursuing alternative courses of action. In addition, he has been involved with numerous projects involving the build-out of rigourous financial models, along with the valuation of intangible assets and capital stock/business enterprises in conjunction with purchase price allocation for both financial and tax reporting purposes. Maher has a bachelors degree in bio medical engineering with a concentration in economics Juan Higueros, Ernst & Young Juan has more than 10 years of financial services, technology, and life sciences industry experience that spans post-merger integration, corporate development, finance and accounting, and private equity portfolio company performance. Juan is part of the EY Global Technology Center focusing on servicing Technology Sector clients and developing thought leadership for the Sector.Juan is fluent in Spanish and has executed merger integration activities with teams in Argentina, Brazil, Chile, Mexico and Venezuela. He has also worked on cross-border transactions in Europe, Africa and the Middle East. He has B.A. in economics from the University of California (Los Angeles).