President's Message

Welcome to our IMA Michigan Council Website and Start of Another Special Year!

Our Council has a long tradition of serving the needs of our members and is committed to continuing that tradition of advancing the Accounting & Finance Profession by supporting members who have and are pursuing professional certification, by offering educational opportunities to earn CPE credit, through a network of  IMA professionals, and by encouraging active involvement in the IMA.  We serve as a positive force when our service to businesses, governmental and civic organizations is performed in competent and ethical ways.

Our website is a portal through which you can find links to the websites of IMA Global and the eight Chapters affiliated with the IMA Michigan Council.  Each of those websites includes a myriad of resources that are available to assist us with our professional needs as well as news on important topics, meetings, and conferences.  Our IMA Michigan Council website also includes quarterly newsletters with news on topics and guest speakers who will present at upcoming Chapter meetings, links to relevant articles, news and links to the IMA’s Annual Conference & Exposition, the IMA’s Annual Student Leadership Conference, and the IMA Michigan Council’s Annual Fall Conference.

I recently read and was reminded that “Voluntary association is the overarching point of organizational identity.”  Although we may not often realize it and may even take it for granted, we’re fortunate to live and work in a society that values individuals working together in organized ways to serve the needs of others.

During my term as President of the IMA Michigan Council, the most important message that I hope to resonate is the value of association and active participation in the very organizations that support us and make a difference in our world.  On behalf of the IMA Michigan Council Board, I want to say “Thanks” to all of our members who serve on the Boards of IMA Global, the IMA Michigan Council and its Chapters, along with those who offer to be guest speakers at IMA conferences and meetings, and who regularly attending those conferences and meetings.  It is the generous sharing of time, talent and resources by IMA members that make these events possible.

Our 2014-2015 program year ramps up in September.  Update your calendars to include dates of Chapter and Council Meetings and upcoming conferences.  I want to extend a special invitation to you to attend the IMA Michigan’s 13th Annual Fall Conference that will be held at the Kellogg Hotel & Conference Center on the Campus of Michigan State University.  The date of this year’s Fall Conference is Monday, October 27th, 2014. Please feel free to contact me with ideas and suggestions for topics and ways that our Council can better serve the needs of our members.  I look forward to meeting and hearing from many of you.   

In closing, join me in thanking John Engel, Past-President 2013-2014 and the Michigan Council Board for their leadership and commitment that helped our council earn the Council of Excellence Award for the 17th straight year!

Joe Nycum

President of the IMA Michigan Council

2014 - 2015

joe.nycum@yahoo.com

 

Past-President's Letter-June 2014

In my last letter as your President, I want to congratulate all of you for another successful year and I am proud to announce for the 17th straight year your council was awarded the Council Award of Excellence. We also had several Chapters who will have representatives going to Minneapolis, Minn. to accept Banners. The are as follows:

Detroit Chapter, 6th Place Stephenson Division

Michiana Chapter, 12th Place Warner Division

Saginaw Valley, 15th Place Warner Division

Although I have not heard about any other awards we may all be receiving, I am sure that the Michigan Council and its member Chapters were in the mix for them all. We are a great council

and that tradition will continue next year when Joe Nycum becomes your President. I have no doubts that the Council and all of our chapters are in good hands.

I also want to take time to thank several people individually as I think it is important to thank those people who have made the job of serving as President much easier. First of all I want to thank our Global Directors, Sue Bos, Dana Collins and Chris Mishler. Without their leadership and devotion to the IMA and the Michigan Council, the organization would not be the same. I would also like to thank Joe Nycum our President Elect/Co-Webmaster and Lee Bennett our Webmaster Emeritus for their unwavering assistance which, as many of you know, I have truly needed this year. I also want to thank Jim Horsch and my wife Brenda Engel, your President Elect for 2014-2015, for being my editors of every document that I sent to all of you. Their assistance was very important and insured that documentation was concise and correct. But the most important group of people is all of you, because without great membership no organization can succeed. Your IMA membership and active participation in the Michigan Council has allowed us to prove year after year that we are one of the best Councils, if not the best, in all of the IMA.

Thank you for all that you do for the Michigan Council and the IMA,

John Engel

President of the IMA Michigan Council 2013 - 2014

john.h.engel.3@nd.edu

 

President's Letter-March 2014

Hopefully all of you have survived this hard winter, I know for myself that I will be glad to see the warm weather return.  Since our last newsletter, the Council has accomplished a number of things. We submitted revised By-Laws to IMA Global, and although the Council has not yet officially approved them, they were vetted by many board members and approved on merit.  Final approval will likely come when the Board votes at the March 13th meeting.  Our Global Directors attended a recent Board meeting and will report the latest news to the Council as soon as it available.  As president of the Michigan Council, I gave a presentation during the March Chapter and Council Leaders Webinar.  The Michigan Council continues to be a strong and vibrant entity and has been invited to assist the IMA with questions regarding Council Operations and Membership

Development on at least four occasions.  I have worked hard to fill some very big shoes and to insure that our history of earning the Council Award of Excellence continues.  I hope that I have done a good job of keeping that tradition going.  The success of our Council is a reflection of the dedication, hard work and contributions of our members. As I said in my presentation during the March Chapter and Council Leaders Webinar, the Michigan Council truly operates as a very functional family and therefore a great team.  When you have a team like our Council has, success is something you achieve consistently. This winning formula for success has proven to be true once again.  Thanks to all who have made this year successful.   Hopefully, all of the work that you have done at the Chapter level this year will result in a banner year for all of you.  Thank you for all that you do for your Chapters and the Michigan Council.  Hope to see all of you soon!

John Engel

President of the IMA Michigan Council 2013 - 2014

john.h.engel.3@nd.edu

 

President's Letter-November 2013

I cannot believe that almost 4 months have gone by since my last letter.  We have gone from 80 + degrees every day to the 50’s. Obviously fall is here!   Now that our Fall Conference is over, I want to thank all those that planned and sponsored another successful Fall Conference. Accounting and Finance Professionals, along with College Students, took advantage of the opportunity to expand their knowledge and earn 8 hours of CPE offered at the conference on October 28th. The conference speakers were excellent.

Even though the conference is now over, there are still many things planned for the rest of the year and I hope that you will take advantage of what the Council has to offer.  We are here to help each and every one of you.

I invite you to take advantage of the many benefits that your IMA membership offers. Please reach out to me or the Council with any questions or professional needs you may have. I and the other Council officers are here to assist you as we continue the tradition of the family atmosphere of the Michigan Regional Council.  Thank you for all that you do for your Chapters and the Michigan Regional Council of the IMA.

John Engel

President of the IMA Michigan Council 2013 - 2014

john.h.engel.3@nd.edu

 

President's Letter-June 2013

 Several years ago my chapter, the Michiana Chapter, had to make a decision about Council affiliation.  We had been part of the Lincoln Trail Council since its inception, but meeting proximity and other considerations prompted our Chapter to investigate the possibility of changing Council affiliation.  We contacted the board of the IMA Michigan Council and together we formed a special bond that allowed the Michiana Chapter join the Michigan Council.  We could not be happier that we made that decision.  As I become your president, I bring experience from my time as President of the Lincoln Trail Council as well as time spent on the IMA Global Board of Directors.  More importantly I bring the desire to continue the tradition that has brought the Michigan Regional Council the "Council Award of Excellence" for 16 consecutive years.  We have started the planning process for another great year including the Annual Fall Conference for which our speaker line-up is almost complete.  The Michigan Council looks forward to continued support of our chapters and their members.  It truly is an honor to serve all of you as Council President for the 2013-2014 program year and I look forward to working with you this year too!  Thanks for helping to further the advancement of our profession through your membership and active participation in IMA Chapter and Council Events and the various leadership roles you may serve in.    

John Engel

President of the IMA Michigan Council 2013 - 2014

john.h.engel.3@nd.edu

Outgoing President's Message

Past President's Letter-April 2013

 What a year!  It has been an honor and a privilege to serve the IMA organization and work with so many talented and dedicated people on the Michigan Council.  Each of the Council members have been long term IMA members with a wealth of knowledge.  They serve on the National level often elected to various boards and committees.  This involvement allows our Council and thus our chapters to be knowledgeable about all topics that affect us.  We have input in critical matters through our representation at the National level.

 

A Look Back

We have, once again, achieved much this past year.  We helped support students from MSU, GVSU and EMU attend the IMA Student Leadership Conference.  Our support of the future generation of CMA’s did not stop there as we also supported the Michiana Student Conference.  Thanks to the dedication and hard work of my fellow Council members we were also able to provide another successful Annual Conference with dynamic speakers and relevant topics.  We were fortunate to have Cathy George, MSU Head Volleyball Coach, the memorable Sam Antar, former CFO of Crazy Eddie Inc, Paul Traub from the Federal Reserve, Norman Meonske, Kent State University, William Horst, Tara West and Jennifer Kinzel of the William Vaughan Company and Randy Dean of Randall Dean Consulting.  We thank each and every one of them for their participation.  The Global IMA demonstrated its support of Michigan by the presence of William Knese, the 2012-2013 Chair Elect.  The entire event at the Kellogg Center was emceed by our long time IMA friend, Doug Hicks.

 

A Look Ahead

Although my term in drawing to a close, the future of the IMA in Michigan is exciting!   Plans are well underway for a high impact Annual Conference in 2013!  Mark your calendars now for October 28, 2013.  For those wanting to gain some valuable knowledge while taking in all of the excitement New Orleans has to offer, consider attending the IMA’s 94th Annual Conference & Exposition from June 22nd through June 26th, 2013. 

 

But There is No Time Like The Present

As always, the Council and its members are here to serve the IMA Community.  Please feel free to contact any of the members should you need assistance finding a local chapter.  With eight active IMA chapters in Michigan and northern Indiana, I urge you to attend chapter meetings – Get Involved!  Network! Grow Personally!  Grow Professionally!

 

President's Letter-December 2012

I would like to thank each and every one of you who attended the Annual Conference. The hard work of our dedicated Michigan Council and the valued support of our sponsors and members resulted in record attendance. We strive to bring quality speakers with interesting and relevant topics so plan now to attend next year’s event!

GET INVOLVED:

As I emphasized at the conference, this organization exists to serve its members. I would encourage you to take advantage of your local chapter as well. It is there to bring you opportunities for CPE, provide valuable networking, interesting speakers and a peer group to discuss topics affecting you and your business. The contacts and dates of upcoming meetings are listed on our website. Tap in to the resource that is there and take full advantage of your membership!

CALLING NEW MEMBERS:

If you find that your IMA membership is bringing value to you and you have enjoyed the Annual Conference, please consider sharing your IMA experience with a friend or co-worker that may also gain benefit from involvement in the IMA. The pricing for our Annual Conference is such that it provides extreme value for the CPE earned. I would challenge each member to invite a peer to the next chapter meeting or Annual Conference. Let’s grow our Michigan IMA this year and share the resources our field relies on!

Lastly, I would like to extend a heartfelt holiday greeting to all! May we keep our colleagues on the East Coast in our thoughts and prayers during this upcoming holiday season.

 

President's Letter-July 2012 

As the 2012-2013 IMA Michigan Council President, it is my pleasure to share the excitement that’s in store for those involved in our vibrant organization this year. Whether you are an existing member or a new member, I encourage you to take an active role in IMA and to enhance your experience by becoming more involved in the following ways:

Action

 

Change

 

Experience

 

What are you waiting for? Now is the time to bolster your professional career. IMA is here to help.

 

As always, please don’t hesitate to contact me if you have any questions or suggestions for the coming year.  I feel privileged to be serving as your Council President this program year!

Anne Meehan

President of the IMA Michigan Council

2012 - 2013

anne.meehan@rhi.com

  Outgoing President's Message

Past President's Letter-July 2012

We have completed another successful year for the Michigan Council and have once again achieved National recognition and received the Institute’s Council Award of Excellence for its service to its Chapters and its Council activities. During the year we attracted over 170 participants to our Annual Fall Conference and I invite you to review the Newsletter for updates on the 2012 Fall Conference that has been planned by the Committee and final details will be announced soon.

I want to thank the Council Board members that have guided the Council during the year and have been instrumental in achieving its goals and objectives for 2011-2012. The Council has a dedicated group of professionals that volunteer to make the IMA an organization that provides many services to its members and I have been gratified by their efforts and success that the Council has achieved during the year.

The Michigan Regional Council established goals that focused on assisting Chapters in the Michigan/ Northern Indiana region, providing benefits to its members that would offer educational opportunities as well as a focusing on student networking in the local chapters. The Council co-sponsored the 1st Annual Michiana Student Conference that attracted students, educators and industry leaders from Indiana and Michigan.  The Conference allowed the students and IMA members to earn 8 hours of CPE as well as network with the participants. Students from 4 colleges and universities were represented at the Conference. Look for additional details for the Student Conference in the coming year.

I want to congratulate Anne Meehan as the incoming President of the Council and as the Council works to serve the Chapters during the 2012 – 2013 year, please let us know how we can help you promote the Institute of Management Accountants and provide benefits to the Michigan and Northern Indiana members of the IMA. You can find links to the Chapters’ websites and their calendar of events and we hope that you will take advantage of these events and support your chapter as they strive to serve their members. The Council looks forward to another successful and rewarding year.

Dana Collins

President of the IMA Michigan Council

2011 - 2012

Djcoll1@aol.com

President's Letter-February 2012

The Michigan Council will be meeting on March 8, 2012 to discuss strategic plans for the Council and Chapters and we encourage you to attend this meeting if you have an interest in helping to serve the Council in the year ahead. The Michigan Council is proud to provide support to the chapters in Michigan and Northern Indiana through leadership training, providing educational speakers on important topics along with financial support for local events important to each chapter.

The goal of the Council is to assist the chapters in providing benefits to its IMA members by responding to requests for assistance with speakers, topics and other activities and resources as appropriate. Our relationship with Michigan State University, Eastern Michigan University, Ferris State University and Grand Valley University allows us to help sponsor students from our local universities who are interested in attending the National IMA student conference annually and to promote the IMA and value of earning the Certified Management Accountant (CMA) designation.

The Michiana Chapter (Northern Indiana) will be hosting a student conference on March 16 in South Bend, IN to provide educational and networking opportunities to students from Michigan and Indiana Colleges and Universities. As the students of today become the leaders of tomorrow, we look forward to providing meaningful contributions to their growth and knowledge. We invite you to read more about this Conference in the Newsletter and on the website and encourage you to support this event as the topics and conversation will be beneficial to both students and all management accountants.

As you may know, the AICPA and CIMA recently launched its CGMA (Chartered Global Management Accountant) designation and is actively promoting this new designation to its members.  As an IMA member I am sure that you understand that the IMA has supported the critical role of management accountants throughout its history and this year celebrates the 40th Anniversary of the CMA which offers this credential only to those that have passed a rigorous examination and demonstrated their education and skills in management accounting through related experience.  For more information on this new designation and the IMA’s reaction, please visit the IMA website at www.imanet.org. The IMA will continue to promote the CMA and fulfill its mission of advancing the profession to ensure that organizational capability is enhanced with properly certified management accounting professionals.

The Council was saddened to learn of the passing of Harlan Mettler, a long-time supporter of IMA through his activities with the Michiana Chapter leadership positions and his membership in the SCMS.  We are grateful for Harlan's dedicated service to our profession.  He was an inspiration to those who had the pleasure of knowing him. 

As the Council works to serve the Chapters during the remainder of the 2011 – 2012 year, please let us know how we can help you promote the Institute of Management Accountants and provide benefits to the Michigan and Northern Indiana members of the IMA. You can find links to the Chapters’ websites and their calendar of events and we hope that you will take advantage of these events and support your local chapters as they strive to serve their members. The Council looks forward to another successful and rewarding year.

Dana Collins

President of the IMA Michigan Council

2011 - 2012

Djcoll1@aol.com

President's Letter-November 2011

We have just completed another successful Fall Conference hosted by the IMA Michigan Council and attended by more than 170 participants.  More details about the conference will follow elsewhere in this newsletter but the Council was pleased to provide 8 hours of CPE to those participants that look to the Council for educational opportunities to fulfill their annual CPE and Ethic requirements.  We thank the participants who attended this year's conference and look forward to providing another outstanding conference next year.

The Michigan Council continues to provide support to the chapters in Michigan and Northern Indiana through leadership training, educational speakers and topics and financial support for their local events. The goal of the Council is to assist the local chapters in providing benefits to its members and responding to requests for assistance with speakers, topics and other activities and resources as appropriate. We are also pleased to coordinate with Michigan State University, Eastern Michigan University, Ferris State University and Grand Valley University to help sponsor attendance at the National IMA student conference and to promote the IMA and Certified in Management Accountant (CMA) certification. The Michiana Chapter (Northern Indiana) will also be hosting a student conference in March to provide educational and networking opportunities to students from Michigan and Indiana Colleges and Universities. As the students of today, become the leaders of tomorrow we look forward to providing meaningful contributions to their growth and knowledge.

The Council was saddened to learn of the passing of Ridley Nimmo, a long-time supporter of IMA through his Saginaw Valley Chapter leadership positions and his assistance to the Council in many leadership roles and activities.

As the Council works to serve the Chapters during the remainder of the 2011 – 2012 year, please let us know how we can help you promote the Institute of Management Accountants and provide benefits to the Michigan and Northern Indiana members of the IMA. You can find links to the Chapters’ websites and their calendar of events and we hope that you will take advantage of these events and support your chapter as they strive to serve their members. The Council looks forward to another successful and rewarding year.

 

Dana Collins

President of the IMA Michigan Council

2011 - 2012

Djcoll1@aol.com

President's Letter-September 2011

The Institute of Management Accountants is a global organization that provides educational, research, networking and leadership opportunities to its members and the local chapters. The Michigan Council consists of 8 chapters of the IMA in Michigan and Northern Indiana and the Council provides support to these chapters through leadership training and educational speakers and topics. The goal of the Council is to assist the local chapters in providing benefits to its members and responding to requests for assistance with speakers, topics and other activities and resources as appropriate.

The Council has been very busy this summer in meeting with the Presidents and Board of Directors of the local chapters and offering assistance in their goals to serve the chapter membership. A great deal of effort has taken place into developing and organizing the Fall Conference that the Michigan Council sponsors each year. This year the conference will be held at the Kellogg Center in East Lansing, Michigan on October 24, 2011 and once again the Council will provide 8 hours of outstanding educational opportunities to its Chapters’ members and I want to invite all of you to attend this conference.

We are happy to report that we have scheduled John Nixon, State Budget Director; Marianne Jennings, a nationally recognized speaker on Ethics in the profession, Mitchell Stapley, Fifth Third Asset Management Inc, and a presentation from Andrews, Hooper, Pavlik PLC on the new state income tax changes.

A more detailed description of the topics, biographies and registration form will be on the website once all the details have been completed.  As the Council works to serve the Chapters during the 2011 – 2012 year, please let us know how we can help you promote the Institute of Management Accountants and provide benefits to the Michigan and Northern Indiana members of the IMA. The Council looks forward to another successful and rewarding year.

 

Dana Collins

President of the IMA Michigan Council

2011 - 2012

Djcoll1@aol.com

 

President's Letter-June 2011

Welcome to the Michigan Council of the Institute of Management Accountants.  You will see elsewhere in this website that the Michigan Council consists of 8 chapters of the IMA in Michigan and Northern Indiana and the Council provides support to these chapters through leadership training and educational speakers and topics.

I want to congratulate the Michiana Chapter on its 75th Anniversary and the special recognition program it held on June 21st to celebrate this achievement. Brian McGuire, Chair of the IMA attended this special program and I want to recognize the Chapter for all its success in providing exceptional opportunities and benefits to its members for this long history.

I also want to mention that the Council will sponsor its Fall Conference on October 24, 2011 and once again the Council will provide 8 hours of outstanding educational opportunities to its Chapters’ members and invite all of you to attend this conference.

As the Council works to serve the Chapters during the 2011 – 2012 year, please let us know how we can help you promote the Institute of Management Accountants and provide benefits to the Michigan and Northern Indiana members of the IMA. The Council looks forward to another successful and rewarding year.

 

Dana Collins

2011-2012 President, IMA Michigan Council

djcoll1@aol.com

Past President's Message

Past President's Letter-June 2011

At the beginning of my term as Council President, I wanted to build on the foundation from our past Council Presidents. I believe we did just that.

First, there was our 9th Annual Fall Conference. We increased attendance from the prior year and attendees enjoyed the slate of speakers. I am looking forward to our 10th Annual Fall Conference on Monday, October 24th, so reserve that date on your calendars. I will see you there.

We had students from three different universities who attended the Student Leadership Conference in California last November. They had a wonderful time and I am glad that the Michigan Council assisted with their expenses. I also want to thank the Grand Rapids, Detroit, and Ann Arbor Chapters for assisting with the student's travel expenses as well. This year's Student Leadership Conference will be in Cincinnati. I hope that we can once again help students with their expenses to this year's conference, so that more universities are represented.

The chapters are continuing to grow.  Please volunteer to serve on the board of your chapter. You will enjoy it. The Detroit Metro Chapter received an 8th place banner in the IMA chapter competition.   Congratulation to their president, Tom Miele, and the board of the Detroit Chapter. I am proud to be a member of the Detroit Chapter.

Finally, Michigan Council won the Council of Excellence Award for 2010-2011. We have won this award 14 straight years.  I want to thank everyone for helping us earn this award.   I am so proud of the Michigan Council is continuing its excellent work year after year.

Dana Collins will be the President of the Michigan Council for the 2011-2012 year.  I know that Dana will continue to build on the foundation.   I know we will win the Council of Excellence award for the 15th straight year.

Thank you to all who assisted me throughout the year.   Please remember to attend the 10th Annual Fall Conference on October 24th.   You will be receiving more information on the conference in a few weeks.   See you all at the conference.

 

Chuck Phillips

Past President, Michigan Council of the IMA

313-262-2223

cphillips@detroitlions.com

President's Letter-March 2011

It is so hard to believe that we are almost finished with another IMA year. The National Conference in Orlando is just around the corner in June.  This has been a wonderful year so far.  We had a great Fall conference and the speakers and networking were outstanding.  I am certain that the 2011 Fall Conference will be equally fantastic.  Students from Michigan State University, Eastern Michigan University, and Cornerstone University attended the Student Leadership Conference in California in November and they had a wonderful time.  I would like to thank the Grand Rapids, Ann Arbor and Detroit Chapters who assisted in sending these students to the conference.

Two chapters are planning on having session in the next couple of months.   First, the Detroit Chapter will be having their annual Cost Conference on March 24 and 25 at the Metro Airport Marriott.  For more information, see their web site at www.imadetroit.com.  The Michiana chapter in South Bend, Indiana will be having a session with Mr. Excel on  May 3.  This will be the last presentation by Mr. Excel until 2013.  I am planning to attend and hope you will too.  For more information, please check out the Michiana Chapter web site at www.imamichigan.org/michiana

Our Spring Council Meeting will be Thursday, March 3, 2011.   A social period begins at 5:30pm and the meeting and dinner begins at 6:00pm; adjournment by 8:30pm.  Our meetings are always open to all members and their guests.  The meeting will be at La Senorita Restaurant, 2706 Lake Lansing Road, Lansing, MI 48912.  Please RSVP by either calling or emailing me. I hope to see you all on March 3.

  

If you have any questions or suggestion, please feel free to call or email me.   

Chuck Phillips

President of IMA Michigan Council

Phone:  313-262-2223

President's Letter-December 2010

Well, you can feel winter in the air and we have reached the half way point in this IMA year.   Michigan Council members have been busy with many projects in addition to the Fall Conference.  Lisa Beaudoin and I visited Cleary’s Howell Campus to discuss the IMA and CMA with their accounting club.   Lisa also visited MSU’s accounting club to discuss the IMA and CMA.  Lisa and I are scheduled to meet with EMU’s accounting club in November.   Please let me know if you would like to have Lisa Beaudoin of Global IMA visit your University to discuss the IMA and CMA.

We just completed another successful Fall Conference.   As this year's Fall Conference Chairman, I would like to thank all the volunteers who assisted at the conference.   I would also like to thank our sponsors, Robert Half International, Cleary University, CTS Telecom, and CPAWriter.   Without the support of these sponsors and help of our volunteers, we would not be able to offer this great event every year.  Our speakers did a wonderful job and the food and networking was great.   I enjoy the Fall Conference more and more every year.  If you missed this year's conference, please consider attending next year’s conference.

  

THE DATE FOR THE 2011 FALL CONFERENCE IS OCTOBER 24, 2011. Next year's conference will be held at the Kellogg Center on the Campus of Michigan State University as it was this year and in the past. I hope to see you at next year’s conference.

Our next Michigan Council meeting will be on December 2, 2010 at La Senorita Restaurant on Lake Lansing Road in Lansing, Michigan.   The meeting begins with networking from 5:30pm - 6pm and dinner and meeting from 6pm - 8pm.   The agenda for the meeting is on the Michigan Council web site.   All our members are invited to attend this meeting.  Call me to RSVP.  We will be discussing the Council's plans for the remainder of the IMA year.  I hope to see you there.

Finally, I hope you and your family have a wonderful Thanksgiving Day and a Happy Holiday Season!  

Chuck Phillips

President of IMA Michigan Council

Phone:  313-262-2223

Email: cphillips@detroitlions.com

 

President's Letter-September 2010

September marks the start of both Football Season and local chapter's professional education meetings.  Your chapter and Michigan Council have been busy planning the educational events for the year.  I know it will be another great year for the chapters in the Michigan Council area.  Please visit your chapter's web site for meeting information.  If you are not a member of the IMA, please visit the website for the chapter in your area.  (See www.imamichigan.org/chapters)

I am very excited about this year's Fall Conference.  It will be our 9th Annual Conference.  We have a slate of excellent speakers.  I am very happy to let you know that inflation has not hit the Fall Conference.  The price for the conference is the same low price as last year.  You can get 8 CPEs, breakfast, lunch, and great networking for this low price.  The Fall Conference is scheduled for Monday, October 25th, at the Kellogg Center in East Lansing (See agenda and registration information at www.imamichigan.org/conference).

Your Michigan Council is still looking for a few good men and women to be on the board.  It is a great opportunity and you will enjoy working with the other board members.  Pleases consider being a board member.  Please either call or emai me for more information.

Our next board meeting is Wednesday, September 1st.  It is on Wednesday instead of Thursday because of the Detroit Lions' preseason game against the Bills.  The meeting is at La Senorita in Lansing.  The meeting starts at 5:30pm and ends at 8:00pm.  I hope to see you at this meeting.  If you cannot attend this meeting, please mark your calendar so you can attend the next two meetings.  The next two meetings are on Thursday, December 2, 2010 and Thursday, March 7, 2011.  (See www.imamichigan.org/events for more information on our September meeting.)

I am looking forward to seeing you all at the Fall Conference.  Please remember to register early and save a few dollars.  Early Bird registration is still open until September 30, 2010.

If you have any questions or feedback, please feel free to either call or e-mail me.  Your feedback is always welcome.

Chuck Phillips, CMA

Michigan Council President 2010-2011

cphillips@detroitlions.com

313-262-2223

Fax: 313-262-2224

Incoming Council President's Letter-June 2010

Welcome to another council year.   I am looking forward to helping both the chapters and the members of the Michigan Council.    The Michigan Council is not just the fifteen or so board members.   No, the Michigan Council is all of the IMA members in the council area.   I, as your president, am here to assist both you and your chapter through the IMA experience.

Let us thank Chris Mishler and the 2009-2010 board for yet another Council of Excellence Award, thirteen in a row!  Chris will be a hard act to follow.

The board’s hard work continues to pay dividends to our members.

I am writing this message on a beautiful spring afternoon.   However, my thoughts are on the fall and out 9th annual conference.   I am certain that this year’s conference will be as great as the last eight conferences.   This year’s conference will be on Monday, October 25 at the same location as the last eight conferences.

Those members who would be interested in attending our annual planning meeting, please reserve the date of July 14.   The meeting is at La Senorita Restaurant in Lansing at 5:30pm.   (Don’t worry if you are a bit late).  The tentative dates for Michigan Council Board Meeting are:


All Meetings are held at the La Senorita Restaurant on Lake Lansing Rd in Lansing

.

As the Council President for this year, I would like to tell you a bit about myself.   I live in the Allen Park area.   I am married with two sons and two grandsons.   I recently received my CMA.   I have been an IMA member for over 20 years and am a past president of the Detroit Chapter.   I continue to be on the board of the Detroit Chapter.   I currently work for Ford Field and the Detroit Lions football team.   My position is Manager of Financial Reporting.

As a final note, I would like to thank all of you for your commitment to the IMA and your local chapter.   I am here to assist both you and your chapter.  Please feel free to either call or e-mail me.

Chuck Phillips,CMA
Michigan Council President 2010-2011
cphillips@detroitlions.com
313-262-2223
Fax:  313-262-2224


Outgoing Council President's Letter-June 2010

As the outgoing president of the Michigan Council, I can express my gratitude for being allowed to serve in this capacity over the last year.  As we started out the year, we had goals and a vision that we were able to either achieve or make progress toward. Then we had some unexpected bonuses as well. 

MaddoxAAwebaward.jpg

The website renewal was so successful that the Ann Arbor Chapter won the National Bronze Award for quality, having been based on our site. Bob Maddox accepted the award from Chairman John Brausch (See photo). Many thanks to Lee Bennett and his efforts in this regard.  In another transition, Lee has been training Joe Nycum in the intricacies of web newsletters and updating the site.

 

After eight years of fantastic leadership by Jim Horsch in organizing the well-attended Michigan Fall Conference, we found we need a whole group to replace him in selecting the speakers.  (Feel free to suggest program items.) Thank you to Jim for the many hours of continuing professional education, one of our main goals as an organization. We saw 160 attendees at the conference, almost level with last year’s figures in spite of the worsening economic environment in Michigan.

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As a summary of the all our efforts at the Michigan Council, we were able to pick up another Council Award of Excellence at the Annual Banquet in Baltimore on June 8.  Sue Bos assisted in the receiving of the plaque from Chairman John Brausch commemorating the 13th award in a row that we have achieved the honor. 

 

 

Some of the other initiatives carried out in the 2009-10 year included:

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Our own Sue Bos led the Women’s Leadership Forum at the national conference. The photo nearby shows me paying close attention at Stacy’s table (Ohio Council).  Last summer saw a major emphasis on the No Worker Left Behind program in response to the Detroit Chapter’s request for assistance.

 

 

On the student front, we are pleased to find ourselves with two new student chapters: Lake Superior State University and Grand Valley State University both assisted by their local chapters.  There has also been increased activity at Michigan State University through the encouragement of Dr. Sue Kattelus and Lisa Beaudoin’s continued efforts.

Overall, we had a successful year, thanks to the continual energy and ideas of our board.  Those of you readers who have not had the pleasure of serving at all or for long on the board, I urge you to join the group of dedicated leaders at our regular board meetings every quarter, especially in support of our new leader, Chuck Phillips, as I move on to become our council’s Regional Vice-President. I will do my best to represent our interests in the global IMA board, so please give me your input whenever you think of something that needs to be brought to the attention of the national organization. Thank you to the board and all our members who show up at the chapters and board meetings so faithfully.

Chris Mishler, CMA, CIA

Michigan Council President 2009-2010

clmish@hotmail.com

 

Council President's Letter-March 2010

As the new year progresses, we find ourselves more than halfway through the IMA’s competition year.  It is a good time to take stock of the accomplishments the Michigan Council and its Chapters, boards, and members have made.  Nationally, IMA has seen some turnaround in the pace of membership growth at the chapter level.

Consider some of the exciting activity in the Council sphere of influence.  Dr. Susan Kattelus has led the charge among the Michigan State accounting students.  This sizable group of aspiring accountants has been given a steady diet of information on the IMA, the CMA, and technical advice in Excel spreadsheet practices with a drumbeat of the benefits of the professional organization on the agenda.  In another move to support our students, Professor Ronald Jastrzebski has promoted a student chapter at Lake Superior State University with the sponsorship of the Upper Peninsula chapter.  The CMA Learning System continues to crank out stellar CMA passing rates out of the Cleary University facility under the watchful eye of Lisa Beaudoin.  Please know that Lisa will go to great lengths to talk to interested groups about the Certified in Management Accounting designation.  The CMA exam has been reconstructed to more reflect the current issues facing our profession.

New leadership roles, other than my own, have been playing out in other ways.  Chuck Phillips, as the president-elect, has taken on the task of reviewing our strategic plan with a group of volunteers. The last overhaul was in 2006, so we are due for a revision.  He has also taken the lead in ensuring our council’s compliance with the new Ethics policy.  Another incredibly successful Fall Conference was held in East Lansing, thanks in large part to the efforts of our chair, Jim Horsch.  We will be seeing a change in the leadership of the conference with Chuck taking on the role of coordinating our efforts.  He ensures we stay on track to win yet another Council Award of Excellence by tracking against our goals, so let’s hear it for Chuck Phillips! 

  

Penny Weller (Kalamazoo) and Anne Meehan (Lansing-Jackson) did yeoman’s labor in the area of Corporate Development. I know a couple of the chapters participated fully, even though we could not pull the trigger on the final project because of the quality of the corporate contact information.  John, of the Detroit chapter, provided valuable insight as well.  This effort is not wasted if we can see our way to more accurate contacts, which would be an excellent place to accept more chapter participation. This kind of initiative can only help boost membership and the energy in our meetings.

We can also count on even more improvements in our web presence, thanks to the tireless efforts of Lee Bennett; and by Joe Nycum, who has been picking up more responsibility for communications.  At this time, we are also considering some social network or group sites that might make our council communications even more effective and efficient. 

Remember that the Council counts on these and the other unsung heroes of the board not only to continue fulfilling important roles, but to look for new members to step up to their potential at the board level.  Many chapter board members, including past presidents, may have a lot of wisdom and energy to convey in the wider venue of the Michigan Council. I encourage all chapter leaders to look for a way to contribute by joining the Michigan Council.  Even if you are unable to take a formal board position, for which we are now seeking candidates, just come and see why this is such a fun and successful group effort year after year. The opportunities to network are at a different dimension when you consider the breadth of coverage of the Council’s chapters, and the involvement of the board members at the national level where we have ongoing input by members like Sue Bos, Penny Weller, Jim Horsch, Dana Collins, and others.   It is very interesting to learn about the broader organization’s efforts to keep our profession at top performance levels.  The many changes and the pace of these changes should lead to the conclusion that being in the know is even more important. Come join us!

The next Michigan Council board meeting will be held in Lansing at La Senorita Restaurant near Lake Lansing and US 127, On Thursday, October 4, at 5:30 p.m. Just let me know if you can make it and we’ll save a place for you at the table to both learn and give your valuable input. Thank you for making this another great IMA year!


 

Chris Mishler, CMA, CIA

Michigan Council President 2009-2010

clmish@hotmail.com


Council President's Letter-December 2009


Fresh off the successful Michigan Council Fall Conference held on October 29, I have some reflections on the state of our association.  One of my stated goals for our council is to strengthen and revitalize our chapters, so we can see how that goal is going.  We know that the competition for our members’ and potential members’ mindshare is fierce with many rival groups and duties vying for their time.

The economic situation is a double-edged sword in that the tougher job situation “drives” more job-seekers toward our networking and educational opportunities at the chapter and council level.  Face-to-face meetings are one of the most effective ways to expand job prospects.  As an example I can thank a connection on the IMA Michigan Council board of directors for leading me the job I have had for the last four years.


The strong promotion and quality of the Fall Conference helped keep the number of attendees relatively steady compared to last year.  The Lansing-Jackson chapter is back on its feet with a new board of directors.  We have broadcast the details of the NO WORKER LEFT BEHIND program to help our unemployed and underemployed colleagues revamp their educations.  We continue to represent our members with strong involvement at the national IMA board level.  We are pursuing the growth of our student ranks by collaborating with our contacts at Michigan State University and Eastern Michigan University to keep the management accounting profession in their vocabulary and the IMA as the premier provider of the profession’s knowledge base and certification.  We have sponsored a group of students, in cooperation with our chapters, to attend the Student Leadership Conference in November.

One of our national board members, Penny Weller, and Anne Meehan, a VP of the Lansing-Jackson chapter have been collaborating on a strong program to promote the IMA among the corporations in the Michigan area in order to increase the number of chapter members. We have also been deliberating on the best ways to increase our ranks in our council board meetings, with my conclusion that there are many paths we can choose to succeed in attracting new members, including board members. The key is to “do something.” We can also learn lessons from the crises we have already endured in a couple of our chapters and work toward injecting our chapter boards with more energy and ideas through active recruitment.


What do we need to do from here for the rest of the year through June?  Mainly we need to execute our plans and current efforts.  The commitment of our council board members is phenomenal.  They expend time, energy, and funds to give our members the greatest opportunities to excel through the increase of their networks and knowledge.  I am proud to be associated with this dedicated group of professionals whom I count as friends.  I will let you in on a secret – this is a fun board of directors!  I invite any IMA members in our chapters to join us at the December 3, 2009, Michigan Council board of directors meeting held at La Señorita Restaurant near Lake Lansing Road and US 127, starting around 5:30 p.m. to observe this dynamic team in action.


In the month of November, we celebrate Thanksgiving. Let’s take time to be thankful for our country first of all, but also to reflect on how the efforts of those in our IMA leadership are working for our mutual benefit.
 

Chris Mishler, CMA, CIA

Michigan Council President 2009-2010

clmish@hotmail.com


Council President's Letter-September 2009

September marks a new professional education year for most of the IMA.  Having participated in several planning meetings over the summer, I know we are gearing up as a region for another excellent program of continuing education. Expect us to reel in yet another Council Award of Excellence for what would be the thirteenth in a row!  We strive to do what’s right for our chapters and their members.

Our chapter leadership is mostly in place as well, although a few gaps exist.  I encourage our existing leaders to go ahead and ask members to participate on the chapter boards. It does not hurt to ask, and you may get some fresh ideas and energy on the board to drive your successful year.

To name just a few initiatives, we have revamped our council website, and are making a special effort to get every chapter’s website current.  Keep an eye on www.imamichigan.org for new articles and links.  Over the summer, we saw the revitalization of the Lansing-Jackson chapter with a new board of directors taking charge.  We have promoted the CMA certification review courses, partly by researching the reimbursement for eligible members’ costs of taking the CMA Learning System course at Cleary University in Ann Arbor, and planned a terrific Fall Conference (register at http://www.imamichigan.org/conference ). We’ve also continued to participate through our council members in the IMA’s national committees which make an ongoing difference in the experience of our members.

So, how do we look to the future to continue and expand this success?  In the 2009-2010 year, we aim to begin new and extend existing initiatives to invigorate our chapters, while representing them at the national level. Penny Weller, an accomplished consultant, is assisting us with a corporate development project in which our chapters can participate, at least by providing the calendar of events for the year so we can promote it to the local organizations. 

Those of you, interested in attending our Fall board meeting, please reserve the date of September 3, at La Señorita Restaurant in Lansing at 5:30 p.m. (or come when you can).  The tentative dates for remaining Michigan Council Board meetings held at La Señorita Restaurant in Lansing are:

September 3, 2009, December 3, 2009 and March 4, 2010

 

The Michigan Fall Conference will be held October 29, at the Kellogg Center in East Lansing (see agenda and registration information at www.imamichigan.org/conference ).

The priorities of my tenure as Council President will include

Your input is welcome, as always.  Given the quality of our members, I know we will give a good “account” of ourselves this new year. 

Chris Mishler, CMA, CIA

Michigan Council President 2009-2010

clmish@hotmail.com


June 2009-Inaugural President's Letter for 2009-2010

As we enter June, a new year begins for the leadership of the Michigan Council of the IMA.  Lest we forget, let us thank Bob Maddox and the rest of the board who have energized us to yet another Council of Excellence Award, the twelfth in a row!  We must be doing something right in seeking to serve our member chapters and their constituents.

Be glad also for the numerous achievements of our chapters in the national competition, and congratulate the board members and presidents who made them happen:

At the council level, we have revamped our website, with a special effort to get every chapter’s website current.  We took steps to shore up one of our struggling chapters, added a new chapter (Michiana), made progress in re-establishing another student chapter, promoted the CMA certification with advertising and sponsoring review courses, had a high attendance at our renowned Fall Conference, and participated through our council members in the IMA’s national committees that make a big difference in the experience of our members, to name just a few initiatives. 

After patting ourselves on the back for the deserved acclaim of our hard work, we look to the future to continue and expand this success.  In the 2009-2010 year, we aim to extend the initiatives to invigorate our chapters, while representing them at the national level. Those of our members who would be interested in attending our annual planning meeting, please reserve the date of July 14, at La Senorita Restaurant in Lansing at 5:30 p.m. (or come when you can).  The tentative dates for Michigan Council Board meetings held at La Senorita Restaurant in Lansing are:

The Michigan Fall Conference will be held October 29, at the Kellogg Center in East Lansing, with an exciting program to keep us abreast of our fast-changing industry.

As the Council President this year, let me tell you a bit about my background.  Some of you know I have a large family, with seven children, living in Ann Arbor.  Currently and for the last few years I have worked for various clients of Jefferson Wells, a national accounting and finance consulting firm.  Prior to this position, I was Vice-President of Administration at Jobo Fototechnic, a photographic equipment distributor based in Ann Arbor, working my way up from warehouse clerk.

 Ironically, I started out in a field of study far from accounting – speech pathology.  When I took career test at age eighteen, my lowest score was in accounting! Shows you how much we know at that age.  I went on to obtain an MSA (Masters of Science in Accounting) from Eastern Michigan over thirteen years while working full-time and raising that big family.  Upon completion of the master’s degree, I took and passed the CMA and CIA exams, at the urging of Dr. Bob Okopny, a strong IMA supporter.  As a life-long learning enthusiast, a couple summers ago I took the Certified Information Systems Auditor (CISA) exam and passed that, much to my relief. I am studying for the Microsoft Professional certification, just to stay sharp. I have held various chapter and council board positions, including student chapter and Ann Arbor Chapter president, partly through the encouragement of mentors and colleagues.

So the themes of my tenure as Council President will include encouraging the chapters such as I “grew up in” to be strengthened and well-supported as professional education and networking opportunities, pushing the establishment of a student chapter in East Lansing, and the promotion of our own council professional education efforts such as the hugely popular Michigan Fall Conference.  As a way of promoting our chapters, we will consider how to use the position of corporate development on the boards of the council and chapters to pick up membership and attendance at our very interesting presentations around the state.  I hope to be in close contact with as many chapter board members as possible personally. I welcome your input. As a product of all our efforts, I expect to hoist a thirteenth Council of Excellence Award at the 2010 Annual Conference and clap for at least as many chapter awards as in the past year.  By the way, if any chapters need a technical speaker, I have a nice one-hour presentation on “Excel Best Practices” I would be glad to give.  As a final note, thank you for all the sacrifices and efforts you make as members, especially serving on our chapter and council boards.  You need to know that your service makes a difference in the lives of your colleagues and friends. 

Chris Mishler, CMA, CIA

Michigan Council President 2009-2010

 

 

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