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National IMA News
April, 2010
IMA Announces 2010-2011 Chair-Elect
IMA is pleased to announce Brian L. McGuire, Ph.D., CMA, CPA, CBM, CITP as Chair-Elect for IMA's fiscal 2010-2011 period
(July 1, 2010 to June 30, 2011).
March 11, 2010: Institute of Management Accountants Announces 91st Annual Conference & Exposition in Baltimore.
ICMA is now accepting registrations for Parts 1 and 2 of the new two-part CMA exam program and the Transition Exam.
On November 24, 2009, ICMA announced a change to the format and curriculum of the CMA exam program, beginning May 1, 2010.
Website created!...
27-06-2009
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Thank you for submitting your nomination form for the board position at the Peninsula Palo Alto Chapter of Institute of Management Accountants.
Please read and acknowledge your acceptance to (1) The Conflict of Interest Memorandum; and (2) the Willingness to Serve Memorandum,
by submitting the below signature form.
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Conflict of Interest Declaration- Chapter year 2010-2011
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Philosophy:
The IMA Peninsula Chapter enjoys excellent reputation in the accounting and finance community and the business
sector. This reputation depends in large measure upon the confidence chapter members, the accounting and finance community
and the business sector have in its integrity. In order to maintain this confidence, this chapter has adopted this conflict
of interest/disclosure statement. Because the chapter depends on voluntary services to achieve its goals, this statement
must be realistic and workable. It is recognized that that the volunteers have other personal, business, and professional
interests or commitments, some of which may have the potential to create conflict with the best interests of the chapter.
This chapter does not view the existence of these interests or commitments as necessarily implying bias or impediments to
participation in IMA Peninsula chapter activities.
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Duty to disclose:
It is the policy of this chapter that decisions of the board members, committee members, staff and other members acting as
representatives of this chapter should be based solely on the best interest of this chapter. They should never be influenced
by the desire of personal profit or by other extraneous considerations. Scenarios creating the appearance of a conflict of
interest by a chapter representative should be avoided. Accordingly the chapter has adopted the following policy.
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Financial Interest:
An individual covered by this statement shall make disclosures if that individual or an immediate family member has a material
financial interest in any commercial entity that provides products or services related to subject matter that is likely to be
considered or is under discussion by the chapter board on which the individual serves, or is direct competitor of such commercial
entity.
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Other Organizations:
An individual covered by this statement shall make disclosures if within the previous 12 months, the individual has served as a
board or committee member or has been employed by, consulted for or done research for (a) other professional organization (b)
any commercial entity that provides products or services related to subject matters that is likely to be considered or is under
discussion by a body of the chapter on which the individual serves, or (c) a commercial or other entity with interests potentially
conflicting or competing with those of the chapter.
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Proprietary Information:
Among the chapter's assets are contracts, documents, educational material, membership lists and other confidential information
developed by IMA or the chapter or lawfully acquired by others. These assets are the property of the chapter. An individual
covered by this statement shall not use or disclose them to third parties subject to chapter policies and procedures, nor shall
they utilize the information for any personal gain.
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Gifts:
An individual covered by this statement shall make disclosure if, within the previous twelve months, the individual or an
immediate family member has received support, fees, honoraria, travel expenses, gifts, gratuities, entertainment, or free product
or services of a substantial financial value from any commercial entity that provides products or services of a substantial
financial value from any commercial entity that provides products or services related to subject matter that is likely to be
considered or is under discussion by a chapter body on which the individual serves, or from a direct competitor of such a
commercial entity.
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For purpose of this statement, an individual's immediate family shall include the individual's spouse, children, parents and
siblings. A material financial interest shall be defined as ownership or beneficial ownership or more than $10,000 worth of
stock or 1 percent of the stock in a commercial entity. The term "substantial" financial value shall be defined as US$1,000 or
more in aggregate from any one entity during the previous 12 month period.
Each chapter board member, committee member or staff member shall file an annual disclosure statement with the chapter. This
disclosure statement must be filed at the time of the nomination for the election or appointment to the chapter position.
Furthermore, chapter board, committee members, staff members shall disclose all potentially conflicting interests they identify
during their service in the chapter position. An individual who has a possible conflict of interest with respect to a matter
under consideration by a chapter body on which the individual serves shall disclose the possible conflict of interest to the
body prior to or during the discussion relating to such matter and, in any event, prior to any action by the body on the matter.
The individual shall make the disclosure at the earliest possible time in order to avoid misunderstanding or misrepresentation
of the individual's motives or interests relating to participation in a matter before the body. Individuals holding chapter
positions are the chapter's most visible representatives with members and outside organizations. For this reason board members
are often asked to address member groups and others, regarding chapter or professional issues. To avoid possible confusion or
misunderstanding, individuals representing the chapter who addresses groups should clearly indicate whether they are speaking as
a member of the board or as private individual. Board members commenting on professional issues, rather than chapter issues
should indicate to the audience that their comments are based on their perspective as an accounting and finance professional
(e.g., "in my capacity as xxx, for the xxx corporation..").
I have read this conflict of interest and disclosure statement and support its intent. I recognize that I must disclose my
personal interests or commitments I have regarding subjects that are likely to be discussed by the chapter body on which I
serve during the next 12 months. To the best of my knowledge, I do not interests or commitments that should be disclosed relative
to my service on/as a member of the chapter board/committee. I have read this statement and I have identified and described any
potential conflicting interests or commitments. If my interests or commitments change during the year or if the subject matter
of my group changes and results in my being asked to consider a matter about which I have personal interest or commitment, I
agree to file an amended disclosure statement at this time. In addition, I recognize, that is my obligation to disclose any
personal interests or commitments to the other members of the chapter body on which I serve at such time as the body discusses
subjects related to those personal interests or commitments. I understand that failure to comply with this disclosure statement
may be considered cause for removal from office, appointment or participation in any chapter activity or program.
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Willingness to Serve- Chapter year 2010 - 2011
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(1) I understand the roles and responsibilities of the position that I am applying for and am willing to fully serve and commit to
the role as required if I am elected. I will work to promote the association, its aims and its purposes, as stated in the IMA
bylaws and administration manual.
(2) I understand that it is a volunteer position, and that I will not be paid for any services rendered to the chapter, unless a
special, separate agreement in writing is undertaken.
(3) I understand that significant part of my responsibilities is also to make it convenient to attend all board and chapter membership
meetings. In the event I am falling below 75% of this requirement, I will make every attempt to make up for that difference in
the subsequent periods. If I am falling below 50% of this requirement then I understand I am not suitable for the board
position, that I am not fulfilling my responsibilities adequately, and will assist the chapter in finding suitable candidate
for the role and subsequently will submit voluntary resignation.
(4) I understand that this Peninsula Palo Alto chapter is a reputed professional association and I will make every attempt to uphold
that name in all communication while representing the chapter. I will be watchful and be careful of the tone and the text and
the extent of email and verbal communication while participating in the chapter activities and also in representing the chapter.
(5) I understand the spirit behind the Peninsula Palo Alto chapter administration is respect, team work, positivity, and camaraderie
within the board and chapter operations. I will make every attempt to maintain those principles and work towards bringing
cohesion among the team.
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