DRAFT
Golden West Council
www.goldenwestcouncil.imanet.org
Resource Page
April 25, 2015
CMA Study
Programs
Peninsula-Silicon Valley
Chapter CMA Training Program http://www.ima-psv.org/
East Bay-Northern California
Chapter CMA Review Program http://eb-nc.imanet.org/
CMA School of Washington
http://cmaschool.com/cmaprogram.html
Receive a $100 discount by
putting Golden West Council or your chapter name
on the enrollment form!
Gleim CMA Review
http://www.gleim.com/accounting/cma/
Wiley CMAexcel Review
Course
http://www.efficientlearning.com/wileycmaexcel/
Hock International CMA Exam Prep
http://www.hockinternational.com/cma/
Who is the GWC?
The Golden West Council
is one of twenty-four regional councils within the
Institute of Management
Accountants. Its purpose
is to provide a pool of resources to assist the local
IMA Chapter in attaining
the objectives of the national and local organizations. Our Council brings
together eleven Chapters
in Northern California,
Northern Nevada, and
Hawaii to participate in
activities that may be too and formation of new
large for a Chapter alone chapters.
to sponsor.
The Council teams with
The council activities in- chapter
leaders
and
clude participation in and members to share sucsponsorship of Leader- cessful chapter strategies
ship Training Sessions, and experiences that will
Chapter
Management assist chapter leaders in
Seminars (CMS) for offic- moving their chapters
ers and directors, Region- ahead with a positive dial Educational Seminar rection. Regional Direcand Training (REST), tors are assigned to chaphospitality suites at the ters to provide advice,
Annual
International counsel, and assistance of
Conference, social events, their respective Chapter.
GWC Education Programs (continued on page 3)
GWC Leadership
Seminar
Training
The Golden West Council annually
provides 4 hours (4 hours of CPE)
of leadership training for incoming
Chapter and Council Leaders.
Other IMA members may attend
this training as well. The seminars
will introduce leadership techniques that will enable leaders to
propel their chapters and their careers forward! Typical subjects
that are discussed are: Ethics, Effective Leadership, Board Best
Practices, and Board Position
Analysis.
Reno Educational Seminar
and Training (REST)
The Golden West Council and the
Pacific Northwest Council, representing 28 chapters in eight
states, presents the premier educational event in the Western U.S.
This two and a half day low cost
program (21 hours of CPE) is an
annual event occurring in February each year and offers high quality, leading edge programs geared
to accounting and finance professionals. This type of seminar is an
excellent opportunity for both
business and personal networking
not available through other CPE
delivery mediums.
Financial
work
Management
Net-
The Golden West Council thru its
Chapters offers the Smart Pros
program “Financial Management
PAGE 2
R ES OU RCE P AGE
The GWC Team
President
Sherry McCormick
[email protected]
(775) 236-5869
President Elect
Trudia Pauley
[email protected]
Regional Director
Linus Li
[email protected]
(916) 449-3991
Regional Director
LuAnn Klann
[email protected]
(209) 658-3630
VP Administration
Nicole Sheets
[email protected]
IMA Global Team
Members
Community Engagement
Leader & Community Relations Associate
Tara Barker
[email protected]
(800)638-4427 Ext. 1535
Regional Director
IMA Website Support
Ross Kawano
[email protected]
[email protected]
Secretary
(808) 533-4244
Global Director
IMA Global
Institute of Management
Accountants
Sandra Giberson
10 Paragon Drive, Suite 1
[email protected]
Mondtvale, NJ 07645-1760
Michelle Bowling
[email protected]
Treasurer
Robert Hulin
[email protected]
(510) 304-1406
(800)638-4427
SCMS President
(201)573-9000
Dave DiMare
www.imanet.org
[email protected]
VP Education
Scott Berry
[email protected]
Education Support/REST
Patricia Mayer
Stuart Cameron McLeod
Society (SCMS)
http://scms.imanet.org/
[email protected]
VP Membership, Marketing, and Public Relations
Richard Maas
[email protected]
(925) 737-1818
VP Communications
VP Young Professionals
Gina Bateman
[email protected]
Education Support /FMN
Tricia Scalzo
[email protected]
The Stuart
Cameron
McLeod Society (SCMS) was
founded in 1934 to recognize
those who served IMA and to
provide an opportunity for continued friendship, fellowship,
and service. Today, SCMS, also
known as the Society for Continuing Member Service, continues those traditions and
meets the challenges of tomorrow by funding student scholarships, supporting the Annual
IMA Student Conference, and
offering educational and social
events for its members.
R ES OU RCE P AGE
PAGE 3
Did you know? Free marketing material from IMA!
As part of the mission of Chapters
and Councils to grow membership
and support existing members with
benefits, IMA has developed collateral designed to provide the most up
to date information to Volunteer
Leaders as they plan their recruiting efforts and programs. The Web
Store provides the opportunity for
Chapters and Councils to order collateral free of charge, up to a max of
200 pieces (for requests of more
than 200, please contact your Community Relations Associate, Tara
Barker at [email protected]).
Here's a list of the pieces currently
offered on the IMA Web Store:
·
·
·
·
·
IMA Membership Application
IMA Folder
Sales Flyer
Student Sales Flyer
Professional Sales Flyer
·
·
·
Educational Sales Flyer
Employee Sales Flyer
CMA Flyer
You must be pre-registered to use
this site. If you do not have a user
id and password, please contact
[email protected] to obtain one.
Along with the collateral listed, you
can contact your Community Relations Associate for the following
items:
Copies of Strategic Finance
(current issue)
Accounting 101 and a letter to corporate leaders. To access these
downloadable pieces, login to the
Chapter Portal and select Marketing>Webstore Ordering Guide:
“What Do Management Accountants Do?” by Gary Siegel
“Skills Needed for Entry-Level
Management Accounting Positions,”
by Gary Siegel
“Management Accountant's Roles
on Cross-Functional Teams,” by
Gary Siegel
Letter to Corporate Leaders
Laminated cards of the IMA
Statement of Ethical Professional
Practices
We also offer downloadable Strategic Finance articles on Management
GWC Educational Programs (continued from cover page)
Network”. After more than two
decades, FMN continues to
bring significant developments
in corporate finance and accounting to corporate financial
professionals. Designed to keep
managers and executives up-to
-date on areas of critical interest, FMN contains information
you and your colleagues need
to know as soon as it is available.
FMN produces 48 new courses
annually, 4 every month (4
hours of CPE) and each participating chapter has their own
price and time schedule.
Current monthly FMN Programs within the GWC:
Diablo Valley and East Bay
Northern California Chapters
2nd Saturday, 9am to 1pm
Pleasanton, CA
Contact: Tricia Scalzo
[email protected]
Peninsula – Silicon Valley
Chapter
3rd Saturday, 9am to 1pm
Sunnyvale, CA
Contact: Kevin Shives, CPA
[email protected]
Redwood Empire Chapter
3rd Saturday, 9am to 1pm
Santa Rosa, CA
Contact: Mary Ellen Rudee
[email protected]
Wrk Phone: 707-431-6839
Interested in renting past
month’s DVD? Contact Tricia
Scalzo, [email protected]
Rental Program: $50.00 plus
postage for each 4 session DVD.
Can only rent DVD’s that are
over 6 months from presentation
month.
EVENTS & IMPORTANT DATES
June 20-24, 2015
Annual Conference & Expo
Los Angeles, CA
June 21, 2015
SCMS Board of Governor’s Meeting, Induction & Annual Dinner
Los Angeles, CA
July 1, 2015
Due Date: Ethics & Core Values Agreements
August 22. 2015
GWC Quarterly Meeting *
San Jose, CA
October 25, 2015
SCMS Mid-Year Conference
Colorado Springs, CO
November 12-14, 2015
Student Leadership Conference
Lake Buena Vista, FL
November 14, 2015
GWC Quarterly Meeting*
San Francisco, CA
November 15, 2015
Due Date: 990 Submission Due to IRS (for
previous fiscal year)
November 30, 2015
Due Date: Annual Financial Report
February 6, 2016
GWC Quarterly Meeting*
Stockton, CA
February 2016 (TBD)
REST
February 2016 (TBD)
SCMS Board of Governor’s Meeting
March 31, 2016
Due Date: Elections and Appointments
*dates are tentative and subject to change
April 30, 2016 (Chapter Competition Ends)
Due Date: Annual Transmittal Form
May 7, 2016
GWC Leadership Training Seminar (LTS)
& Quarterly Meeting,*
Pleasanton, CA
Chapters of the GWC
Central California Chapter
Diablo Valley Chapter
www.diablovalley.imanet.org
East Bay - Northern California Chapter
http://eb-nc.imanet.org
Fresno Area Chapter
www.fresno.imanet.org
Hawaii
www.hawaii.imanet.org
Peninsula-Silicon Valley Chapter
http://www.ima-psv.org
Redwood Empire Chapter
www.redwoodempire.imanet.org
Reno Area Chapter
www.imareno.org
Sacramento Chapter
https://sites.google.com/site/sacramentoima/home
San Francisco Chapter
www.sfima.org
Stockton Area Chapter
http://stockton.imanet.org
Student Chapters
CSU Fresno State Student Chapter
University of Hawaii-Manoa
http://www2.hawaii.edu/~acctclub/index.html
San Jose State Student Chapter
http://www.cob.sjsu.edu/ima/
Empire College
Chaminade University of Honolulu