Meetings and Seminars

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 Street – NY, NY
Click here for more information

Speaker:

Ara Bederjikian

 

 

 


 




 

October 2011

Welcome to the members of the IMA NY Chapter and to all those interested in the IMA.

We completed our 90th year and while an old chapter, we are young at heart. We have a large, diverse and energetic board that is working to bring great events for the New York chapter. We have a good time planning and organizing events and I like to think that is the reason we have such a strong board. While our meetings are focused on strengthening our knowledge of accounting and financial management we also have fun events and the Board kicked off the year at an Irish pub near Grand Central.

The board and the chapter engage in a wide variety of activities. The New York Chapter participates in the Metro Council which is made up of board members from IMA chapters in the NY metropolitan region. A couple of the board members spoke at the annual Financial Management Association (FMA) student conference.

Last year, a group of students founded a student chapter at Pace University. They started a lunch speakers meetings and a number of chapter members spoke at their meetings. If you have an interest in speaking at Pace, please contact me or the President of the Pace chapter. Students from Pace University and other colleges attended all of our meetings last year. The Pace University student chapter board as well as some members of the NY Chapter board went to the Annual IMA Conference that was held in Orlando.

This year, we established a Young Professionals Committee which will focus on networking with the over 80 young professionals in the chapter. Recently, the Committee had a great kick-off meeting to plan future events. If you are interested, please contact our Director for Young Professionals.

Last year, we had a wide range of speakers and topics which included the Dodd-Frank bill, fraud, career management, exchange traded funds, Roth conversions, and funding from structured notes. We plan to continue to have a wide range of topics. Our kick-off dinner meeting was on IFRS. You could tell how much people enjoyed the topic with the amount of questions and the level of dialogue. In August, we had a well attended and informative breakfast seminar on Social Security.

At our breakfast seminar In November, we are having the always informative Annual Tax Update. Also in November at our dinner meeting, we will have an internal auditor from Morgan Stanley who will be speaking about risk model validation and the history of risk models. This is a unique topic and I think very relevant and timely in this economic climate.

For many years, we have been awarding scholarships to students. Since each year we scramble to make sure we have enough funds, we are now raising money for future years to ensure there is a solid financial foundation for supporting the scholarship program. At the start of this year, we met the funding needs for the current year so every dollar raised this year will go to future years. Our student members have been doing a lot of volunteering for the chapter. Please consider making a contribution.

We look forward to seeing you at our meetings this year. I am most grateful for all the hard work of our board members who help make this chapter a great organization.

Best regards. Tom

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