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