IMA Logo  Ann Arbor Chapter
Home Chapter Board Member Info Meetings & Events Notices Certification President's Message MI Council National IMA

Meetings & Events
 

Meeting Reservation
Next Meeting Details
Meeting Schedule
Meeting Location
Meeting Fees
Last Year's Meeting Schedule
 

Mark your Calendar now for the next meeting on Sep 18th!

 


If you plan to attend our next meeting, please e-mail your reservation to Mary Cortese at mfcgram@yahoo.com. Or you may call her at (734) 434-6218. The Ann Arbor IMA Chapter will hold its next evening meeting on Thursday, September 18th, 2008 at Carlyle's Restaurant, 3660 Jackson Rd, (west of Wagner Rd) Ann Arbor. . Networking begins at 5:30pm. Our session will begin at 5:45 p.m. Dinner will begin around 6:45 p.m.


Meeting Schedule 2007-2008
 
(Refer also to our electronic newsletter for additional details.
Be sure to check back for last minute updates....)
 
List of Events Speaker and topic
September 20, 2007  -   Thursday Dinner Meeting
Damon's Restaurant - Boardwalk St, Ann Arbor

5:45 pm - 6:45 pm Pre Dinner Speaker 1 CPE

6:50 pm - 7:20 pm Dinner

7:30 pm - 8:30 pm Post Dinner Speaker 1 CPE


 

Monish Verma, Smith Barney

"Financial Planning"

Tom Sweeney, attorney with Clark Hill PLC Law firm

"Estate Planning"

October 18, 2007  -   Thursday Dinner Meeting

Carlyle's Restaurant - Jackson Rd, Ann Arbor

5:45 pm - 6:45 pm Pre Dinner Speaker 1 CPE

6:50 pm - 7:20 pm Dinner

7:30 pm - 8:30 pm Post Dinner Speaker 1 CPE

 

Tamme Grzebyk, Owner of VerbalWise, LLC

"Success in a Challenging Environment, Part 1"


"Success in a Challenging Environment, Part 2"

November 15, 2007  -   Thursday Dinner Meeting

Carlyle's Restaurant- Jackson Rd, Ann Arbor

5:45 pm - 6:45 pm Pre Dinner Speaker 1 CPE

6:50 pm - 7:20 pm Dinner

7:30 pm - 8:30 pm Post Dinner Networking


 


Peter Berry, President, OB1 Consulting
"Managing Brand Risk"


Networking time.
January 17, 2008  -   Thursday Dinner Meeting

Carlyle's Restaurant- Jackson Rd, Ann Arbor

5:45 pm - 6:45 pm Pre Dinner Speaker 1 CPE

6:50 pm - 7:20 pm Dinner

7:30 pm - 8:30 pm Post Dinner Speaker 1 CPE


 


Howard Weyers, President WEYCO, Inc.
"Healthcare Management Strategies"


Dr. Todd Roberts, Ann Arbor Schools Superintendent
"Schools and Budgets"

February 21, 2008  -   Thursday Dinner Meeting

Carlyle's Restaurant- Jackson Rd, Ann Arbor

5:45 pm - 6:45 pm Pre Dinner Speaker 1 CPE

6:50 pm - 7:20 pm Dinner

7:30 pm - 8:30 pm Post Dinner Speaker 1 CPE

 


John Daly, Executive Education
"Cases in Corporate Ethics"


John Daly, Executive Education
"Tips for Skillful Negotiations"
March 20, 2008  -   Thursday Dinner Meeting

Carlyle's Restaurant- Jackson Rd, Ann Arbor

5:45 pm - 6:45 pm Pre Dinner Speaker 1 CPE

6:50 pm - 7:20 pm Dinner

7:30 pm - 8:30 pm Post Dinner Speaker 1 CPE

 

Jeff Jacobs, American Canccer Society
"Planned Giving & Trust Management"

Clarke Macy, CMA, CFM
"Inro to Databases "
April 17, 2008  -   Thursday Dinner Meeting

Carlyle's Restaurant- Jackson Rd, Ann Arbor

5:45 pm - 6:45 pm Pre Dinner Speaker 1 CPE

6:50 pm - 7:20 pm Dinner

7:30 pm - 8:30 pm Post Dinner Speaker 1 CPE


 


David Palmer, Wealth Management Partners of Michigan LLC
"Lasting Investor Peace of Mind"


David Palmer, Wealth Management Partners of Michigan LLC
"Twenty Must-answer Questions for Investing"

May 15, 2008  -   Thursday Dinner Meeting

Carlyle's Restaurant- Jackson Rd, Ann Arbor

5:45 pm - 6:45 pm Pre Dinner Speaker 1 CPE

6:50 pm - 7:20 pm Dinner

7:30 pm - 8:30 pm Technical Session 1 CPE


Barbara Fanone, Financial Consultant, Priority Wealth Management LLC
Mike Wooster, Regional Director, Principal Financial Group

"How Net Unrealized Appreciation can help you save money"


"TBD"

Please stay tuned for firming up of the schedule.



Monthly Dinner Meeting Location:
Our meetings are held at Carlyle's Restaurant - 3660 Jackson Rd, (west of Wagner Rd) Ann Arbor, MI 48103. Telephone (734) 213-9800

Directions to Carlyle's:

From the East: Take M-14 to the Miller Rd Exit. Turn left, proceed south to Jackson Rd. Turn right, proceed west past Wagner Rd. to Carlyle's on your right (north side of Jackson Rd, in front of Quality 16 Cinemas).

From the West: Take I-94 to exit 172, Jackson Rd (near Weber's), which takes you East on Jackson (no turn there). Turn left immediately (!) past Weber's onto westbound Jackson Rd. Proceed west past Wagner Rd. to Carlyle's on your right (north side of Jackson Rd, in front of Quality 16 Cinemas).

 
Monthly Meeting Fees:
Member Type Pre-Dinner Speaker Post-Dinner Speaker
With Dinner
Regular $12.00 $25.00
Retiree $ 6.00 $15.00
Student $ 6.00 $15.00

Return to top of this page
Return to chapter home page
Send comments about this page to a2web@imamichigan.org
 
This page updated: 6-6-2008