Meetings and Seminars

Thursday, May 8th 2014
Topic: The Young Professionals Committee Happy Hour!

6:00PM-8:00PM
Iguana Bar
240 W 54th St
New York, NY
Between 8th and Broadway
http://www.iguananyc.com
Cost: Cash bar
Appetizers provided by the IMA and the IIA
Click here for more information


Thursday, March 2014
Topic: Account Reconciliation and Financial Close Health Check Seminar

CPE: 2
8:15AM-10:30AM
Arno Ristorante
141 West 38th Street
New York, NY
Cost: $25 members / $25 non members
Click here for more information


Tuesday, September 24, 2013
Topic: Current impact of Dodd-Frank and insights on future impacts on Bank Regulatory Reporting

CPE: 1
5:15PM-8:15PM
Arno Ristorante
141 West 38th Street
New York, NY
Cost: $45 members / $50 non members
Click here for more information


Thursday, October 17, 2013
Topic: The Young Professionals Committee Happy Hour!
CPE: 1
6:00PM-8:00PM
Papillon Bistro & Bar
22 East 54th Street
Near Madison Avenue
(212) 754-9006
http://www.papillonbistro.com/
Cost: Cash bar
Appetizers provided by the IMA and the IIA
Click here for more information


Thursday, October 24, 2013
Topic: Sales Tax Audits: Defense & Offense

CPE: 2
8:15AM-10:30AM

Arno Ristorante
141 West 38th Street
New York, NY
Cost: $20 members / $20 non members
Click here for more information


Wednesday, November 13, 2013
Topic: Annual Tax update

CPE: 2
8:15AM-10:30AM

Arno Ristorante
141 West 38th Street
New York, NY
Cost: $20 members / $20 non members
Click here for more information


Wednesday, March 20, 2013
Topic: The Young Professionals Committee Happy Hour!
CPE: 1
6:00PM-8:00PM
Papillon Bistro & Bar
22 East 54th Street
Near Madison Avenue
(212) 754-9006
http://www.papillonbistro.com/
Cost: Cash bar
Appetizers provided by the IMA and the IIA
Click here for more information

Thursday, November 15, 2012
Speaker: Lena Koropey
Founder, Gramercy Protocol LLC
Topic: Outclass the Competition, Business Etiquette and Networking Skills for Professionals
IMA NY Technical Dinner Meeting
CPE: 1
5:15PM-8:15PM
Arno Ristorante
141 West 38th Street
New York, NY
Cost: $45 members / $50 non members
Click here for more information

Wednesday, September 19, 2012
Speaker: Jonny Frank, JD, LLM
Partner, StoneTurn Group
Topic: Good Fraud – Oxymoron or Music to a CFO’s Ears?
IMA NY Technical Dinner Meeting
CPE: 1
5:15PM-8:15PM
Arno Ristorante
141 West 38th Street
New York, NY
Cost: $45 members / $50 non members
Click here for more information

 

Wednesday, May 16, 2012
Speaker: John Thurlow
Managing Director, Chief Operating Officer

Americas Equities, Credit Suisse

IMA NY Technical Dinner Meeting
CPE: 1
5:15PM-8:15PM
Arno Ristorante
141 West 38th Street
New York, NY
Cost: $45 members / $50 non members
Click here for more information

 

Event:
IMA NY Young Professionals Kickoff

When:
6:30PM, Wednesday, February 8th, 2012.

Where:
Ocean Road Advisors, Inc.
GM Building
767 Fifth Avenue, Floor #18
NY, NY 10153

RSVP by emailing Shunan Teng at shunan.teng@gmail.com 

Tuesday, November 15, 2011
Speaker: Jon R. Hill, Ph.D.,
Topic: Auditing Risk Models
IMA NY Technical Dinner Meeting
CPE: 1
5:15PM-8:15PM
Arno Ristorante
141 West 38th Street
New York, NY
Cost: $45 members / $50 non members
Click here for more information

 

Thursday, November 10, 2011
Speaker: Warren Bergstein, CPA, AEP and Jack E. Gold, CPA

Topic: Annual Tax Update
IMA NY Professional Development Seminar
CPE: 2
8:00AM-10:00AM
Arno Ristorante
141 West 38th Street
New York, NY
Cost: $20 members / $20 non members / $10 students
Click here for more information

 

 

Tuesday, September 20, 2011
Speaker: Salvatore A. Colemmi, CPA
Topic: IFRS
IMA NY Technical Dinner Meeting
CPE: 1
5:15PM-8:15PM
Arno Ristorante
141 West 38th Street
New York, NY
Cost: $45 members / $50 non members
Click here for more information

 

Tuesday, August 16, 2011

Speaker: Carmen Ross, Senior Public Affairs Specialist, Social Security Administration

Topic: Social Security, How it Effects You and Your Clients

IMA NY Professional Development Seminar
CPE: 2
8:30AM-10AM
Merrill Lynch
1251 Avenue of the Americas, Fl.24
New York, NY

Cost: no cost, includes complimentary continental breakfast

Click here for more information

February 22, 2011

Topic: Structured Notes as a Source for Treasury Funding

IMA NY Technical Dinner meeting
5:15 pm - 8:15 pm
Arnos Ristorante 141 West 38th StreetNY, NY
Click here for more information

Speaker:

Ara Bederjikian

 

 


 


 




 

February 2013

Welcome to the members of the IMA NY Chapter and to all those interested in the IMA!
We had a great first half of the year. Our board member, Jerry, organized a breakfast seminar last August that was very well attended. The topic was on Social Security, Medicare and Long-Term Health Care. Excellent seminar and timely topics.

We had a great kick off dinner meeting in September. Our speaker was Jonny Frank whose topic was: “Good Fraud – Oxymoron or Music to a CFOs ears?” Please see below to get an idea of how important this topic is:

Over $5 trillion and 2 to 5% of earnings - - that is the average cost of fraud and corruption, and these estimates do not include waste, abuse, fines, investigative and legal fees, insurance premiums or lost opportunities.

The Young Professionals Committee had a networking event at Papillon Bistro. Fabulous atmosphere and superb service by Papillon. The turnout was fantastic and people had a good time and enjoyed meeting people. IMA flyers were passed out and it seemed that they generated interest in the CMA and in the NY Chapter.

The Young Professionals Committee established a Linkedin group. Chapter members please consider joining. The link can be found on our Young Professionals page.

In November, we had another dinner meeting and the speaker was Lena Koropey, founder of Gramercy Protocol, LLC. She talked about Business Etiquette and Networking Skills for Professionals. Lena has prepared CEOs for keynote addresses to members of the British Parliament and provided media training for CEO appearances on TV. We learned a number of good techniques and she gave out a small book on business etiquette as a gift for the attendees.

To learn more about the Chapter, browse through our webpages. Learn about our student program. See what speakers we’ve had in the past. We have a wide variety of ways to become involved. This Chapter is here for its members. It is your participation that makes this a strong and rewarding Chapter. I’m grateful to the Board and to the many Chapter members who through their participation make this a great Chapter.

Best regards. Tom

Thomas A. Richards, CMA, CFM, CFE
President, IMA NY Chapter
http://www.newyork.imanet.org