12th Annual IMA Michigan Fall Conference
Moderated by Douglas T. Hicks, CPA

“Excellence and Professionalism in Management Accounting”

Sponsored by the IMA Michigan Council

Monday, October 28, 2013

The Kellogg Center at MSU in East Lansing

Kellogg Hotel and Conference Center

Michigan State University

55 South Harrison Avenue
E. Lansing, MI 48824-1022
(517) 432-4000

8 hours of Continuing Professional Education
(Including 2.0 hours of ethics)

The 12th Annual Fall Conference is concluded!

The IMA Michigan Council's 12th Annual Fall Conference included an excellent slate of Professional Experts who presented on topics that included an Economic update, Ethics, 401-K and Retirement Planning, Preparing for the CFO Role, Taxes, and Benchmarking. More than 200 Accounting & Finance Professionals, Educators and Students from area Colleges attended. The Awards Luncheon featured keynote speaker, Joseph Vincent, 2013-2014 Chair-Elect of Global IMA. Host of the all-day event was Author and Educator Doug Hicks, CPA. Michigan Council President, John Engel, presided over the Annual Awards Luncheon.  A big "Thank You" to Fall Conference Sponsors, Robert Half, Experis Finance, The TM Group, Inc., Cleary University, and Gleim. Thanks also to everyone who was able to attend the Conference and we hope to see you again next year! Please contact Chuck Phillips via email to share your experience at the Fall Conference and to suggest any topics that you would like to have presented at a future conference.

<<Thanks to Our Sponsors. See sidebar.

The 12th Annual Fall Conference was held on Monday, October 28, 2013 at the Kellogg Center on the Campus of Michigan State University. Below is the agenda from the conference. Click on the speaker

   names to view photo-bios.

12th Annual Fall Conference Agenda

Morning Session

8:00 - 8:25am Reception & Continental Breakfast
8:25 - 8:30am Participant Welcome
8:30 - 9:20am

Economic Update

G. Mustafa Mohatarem, Chief Economist, General Motors Corp.

9:20 - 10:10am

Foreign Corrupt Practices Act:  The Role of Ethics

Martin T. Biegelman, CFE, CCEP, Executive Vice President, U.S. Operations, Practice Chair, Litigation Support, IPSA International, Inc.

10:10 - 10:25am Morning Break
10:25 - 11:15am

Compliance in the Global War on Bribery and Corruption

Martin T. Biegelman, CFE, CCEP, Executive Vice President, U.S. Operations, Practice Chair, Litigation Support, IPSA International, Inc.

11:15 - 12:05pm


Gerald Wernette,CPA, CEBS, AIFA, C(K)P, Principal-Director, Rehmann Retirement Builders

Afternoon Session

12:10 - 1:15pm

Lunch, Awards and Keynote Speaker

Chapter Awards and Other Special Recognition:

Mr. John Engel

2013-2014 IMA Michigan Council President

Keynote Luncheon Speaker:

"7 C's of a Successful Turnaround"

Joseph Vincent, CMA, Chair Elect 2013-2014 for Global IMA

1:15 - 1:25pm

After Lunch Break

1:25 - 2:25pm

Preparing for the CFO Role

John L. Daly, MBA, CPA, CMA, CPIM, Executive Education, Inc.

2:25 - 2:40pm

Afternoon Break

2:40 - 3:30pm


Patrick Cebelak, CPA, CCIFP, Principal in the Accounting, Consulting, and Tax Rehmann

3:30 - 4:30pm

Benchmarking to Identify Gaps to World-class Finance

Penny Weller, PhD, CMA, DTM, Senior Director, Global Business Services North American Practice Leader

4:30 - 4:45pm

Summary and Business Card Exchange-Adjournment

2013 Michigan Fall Conference Committee:

Function Name
Conference Chair Chuck Phillips, CMA
Master of Ceremony Doug Hicks, CPA
Council President 2013-2014 John Engel
Planning Jim Horsch, CMA, CFM
Registration and Planning Chris Mishler, CMA, CFA
Registration, Speaker's Gifts, Planning Sue Bos, CMA, CPA
Registration Jamie McCoy, CMA
Website & Announcements Joe Nycum
Digital Agenda & Speaker Presentations Lee Bennett
Photographer Bob Maddox
Sponsorships Chuck Phillips, CPA


Archives of Annual Fall Conferences:

Year Number Day Date Program Archives Photos
12 Monday 10/28/2013 Conference 2013 Conference Pics-2013
11 Monday 10/29/2012 Conference 2012 Conference Pics-2012
10 Monday 10/24/2011 Conference 2011 Conference Pics-2011
9 Monday 10/25/2010 Conference 2010 Conference Pics-2010
8 Thursday 10/29/2009 Conference 2009 Conference Pics-2009
7 Wednesday 10/29/2008 Conference 2008 Conference Pics-2008
6 Thursday 10/25/2007 Conference 2007 Conference Pics-2007
5 Tuesday 10/24/2006 Conference 2006 Conference Pics-2006
4 Thursday 10/27/2005 Conference 2005 Conference Pics-2005
3 Tuesday 10/26/2004 Conference 2004 Conference Pics-2004
2 Tuesday 10/28/2003 Conference 2003 Conference Pics-2003
1 Wednesday 10/30/2002 Conference 2002 Conference Pics-2002



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