Full Seminar Flyer - IMA Florida Council
IMA FLORIDA COUNCIL SPRING SEMINAR CHAPTER LEADERSHIP CONFERENCE (6 CPE) APRIL 24 and 25, 2015 LOCATION: Courtyard Marriott, Palm Beach/Jupiter, 4800 Main Street, Jupiter, FL 33458 - 561.776.2700 Schedule of Events: Friday, 4/24/15: Ginny Schlosser – Robert Half Management Resources 1:00 P.M. – 2:00 P.M. – Developing Leadership Skills 2:00 P.M. - 3:00 P.M. – Business Etiquette – New Rules in a Digital Age Mary Gelinas – Daszkal Bolton Accountants and Advisors 3:00 P.M. – 5:00 P.M. Client Support after Tax Season 6:35 P.M. – Jupiter Hammerheads vs Bradenton Marauders Saturday, 4/21/15: Victor V. Coppola, CEO, PI Associates 9:30 A.M. 11:30 A.M. – Employee Selection and On Boarding: It Is Critical To Get It Right! 12:00 P.M – 1:15 P.M. Lunch at the Hotel 1:30 P.M.- 5:00 P.M. - Chapter Leadership – David Teets Florida Council Meeting - David Branson Hospitality Suite will be open Friday and Saturday. Ginny Schlosser, Division Director, Robert Half Management Resources Ginny enjoyed a successful 22 year career at First Union/Wachovia/Wells Fargo Bank primarily as a Senior Finance Executive. For 7 years, she was the Chief Financial Officer of the Corporate Properties Group where she was responsible for all accounting and finance functions related to a 50+ million square foot portfolio of real estate. Prior to that, she held leadership roles in the Corporate Finance Division as well as the Florida Retail Bank. She is known for creating cultures of high performance and transparency while achieving great results. Currently, Ginny is the Division Director of Robert Half Management Resources in West Palm Beach. She enjoys helping business leaders create Human Capital strategies and supplies them with the senior level finance and accounting talent they need to effectively handle short-term assignments and special projects. Ginny earned her MBA from the University of North Florida, and her Human Capital Strategist (HCS) certification from the Human Capital Institute. Ginny is currently CoChair of the Palm Beach/Treasure Coast chapter of the Financial Executives Networking Group (FENG), as well as an active member of the Rotary Club of West Palm Beach. Mary Gelinas, CPA Daszkal Bolton LLP Mary Gelinas is a Senior Manager in the Daszkal Bolton’s Tax Services Department and is based in the Jupiter office. She focuses on closely-held and familyowned businesses. Mary is also a leader in the firm's Real Estate Practice. She assists commercial and residential real estate investors in identifying the tax implications of real estate investments. Prior to joining the firm, Mary was employed in the private sector in various accounting positions. In these roles, she was responsible for tax return preparation for both corporate and individual clients, cash flow analyses, and management of accounts payable and receivable. Mary graduated with a Bachelor of Science degree in Accounting from Florida Atlantic University and obtained an Executive Master of Science degree in Taxation from Florida International University. Mary holds licensure as a Certified Public Accountant through the State of Florida, and is an active member of the Florida Institute of Certified Public Accountants. Victor V. Coppola, CEO, PI Associates There was an article in the Palm Beach Post recently about employees who are “destructive heroes”: they are high performers but their prima donna behavior destroys employee morale and in the end, causes more problem than help to the business. It is increasingly difficult to find talented and qualified professionals so it is important to make good choices. Topics in this talk will include: goals and tactics; definition of job profile and winning ads; recruiting “A” players; behavioral questions and other steps to improve outcomes of interviews; best practices – recruiting and retention; establishing goals and metrics, and more. Vic Coppola is CEO of PI Associates, a consulting firm focused on helping enterprises maximize the benefits of their most valuable resource: people. He has assisted growing, changing and restructuring enterprises to develop solutions to human resource, financial and business challenges. Vic provides expertise and counsel for people decisions, executive coaching and recruiting, strategic planning, sales and managing change. Vic was a Partner with Price Waterhouse Coopers for 20 years. As National Chairman of Middle Market Business Services, he directed programs and training for the Firm’s 100 domestic offices. Vic has extensive experience with private and public companies in a variety of enterprises helping prepare startups, entrepreneurial rapidgrowth and venture capital-backed companies go public and for other major transitions. Vic earned his B.S. in Finance from Long Island University . HOTEL RESERVATION AND INFORMATION FOR THE FLORIDA COUNCIL SPRING MEETING RESERVATIONS MUST BE MADE BY March 25, 2015! WE ARE WORKING TO EXTEND THE DEADLINE BUT THERE ARE NO GUARANTEES! DATE: April 24th and 25st, 2015 LOCATION: Courtyard Marriott, Palm Beach/Jupiter 4800 Main Street Jupiter, FL 33458 1.561.776.2700 DETAILS: Room rates: Standard double/king 1 bedroom Suite $125.00 $160.00 All rates subject to State and local taxes. RESERVATIONS MUST BE MADE BY CALLING THE HOTEL AND MENTIONING THE FLORIDA COUNCIL MEETING! SEMINAR REGISTRATION NAME: ______________________ E-MAIL:____________________ IMA MEMBER? Y ___ N___ CHAPTER:__________________ Guest Name: __________________________ Friday 4/24/15- 1: 00 PM – 2:00 PM Developing Leadership Skills Member: $25.00 Non-Member: $30.00 Student: N/C Quantity _____ Quantity _____ Quantity _____ Total$________ Total$________ Total$________ Friday 4/24/15 – 2:00 PM – 3:00 PM – Business Etiquette- New Rules in A Digital Age Member: $25.00 Non-Member: $30.00 Student: $N/C Quantity _____ Quantity _____ Quantity _____ Total$________ Total$________ Total$________ Friday 4/24/15 – 3PM – 5PM Member: $50.00 Non-Member: $60.00 Student: N/C Quantity _____ Quantity _____ Quantity _____ Total$________ Total$________ Total$________ Saturday 4/25/12 - 9:30 AM – 11:30 AM – Member: $50.00 Non-Member: $60.00 Student: $ N/C Quantity _____ Quantity _____ Quantity _____ Saturday Lunch - $30.00 Student - $25.00 Quantity _____ Quantity _____ Total$________ Total$________ Total$________ Total $________ Total$________ All Events Package: Member: $165.00 Quantity _____ Total$________ Non-Member:$185.00 Student: $25.00 Quantity _____ Quantity _____ Total$________ Total$________ GROUP RATE FOR GAME $12.00 Quantity _____ Total$________ TOTAL ORDER: Total$ ________ BASEBALL GAME RATES: $5.00 WALK IN : PAY AT GATE. $12.00 GROUP RATE INCLUDES A HOT DOG, PEANUTS AND A SODA (NOTE: 15 MINIMUM ATTENDANCE FOR GROUP RATE) PAYMENT BY CHECK: Print order form and make check out to Institute of Management Accountants and mail to Bill Cray, 1568 Watertower Road, Lake Park, FL 33403. Checks must be received by April 17, 2015
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