Education ProgramsMid America Council

Friday, April 25th, 2014

Leadership Training Session

to…

Chapter Operations

Education Programs

2

Today’s Agenda

1. Introductions – Facilitator and Participants

2. Education Programs: Meetings and Seminars Manuscripts Student Activities CMA Program

3. Important Dates and Deadlines

4. Questions

3

Introductions

1. Facilitator

2. Participant– Name– Chapter Affiliation– Current or Future Board Role– One Thing You Want to Learn From This Session

4

Meetings&

Seminars

5

Meetings & Seminars

Well-planned, interesting, and outstanding educational programs will continuously attract members and guests to meetings!

A team or all-board approach to planning educational meetings works best.

You can never begin planning too early! (Even before summer)

Seek out program ideas from the general membership through surveys and personal contact.

6

Meetings & Seminars

Considerations When Planning Educational Meetings

• Scheduling – consider different days of the week or different times of the day (breakfast, lunch, or dinner).

• Topics – Look for variety, relevance, appeal, and attractiveness.• Speakers – Fit the topic, an expert in the topic, has speaking ability.• Titles – Develop an appealing title for the program (work with

speaker).• Time – Sufficient time should be allotted for thorough presentation of

the topic, along with Q & A.• Evaluation – Provide a means for attendees to evaluate the topic

and speaker.

7

Meetings & Seminars

Considerations When Planning Educational Meetings

• Location– Same meeting location every month or varied?– Quality room and dining arrangements?– Reasonable price to members and guests?– What if large metropolitan area or large sparsely populated

area?– Full meal vs. appetizers?

• Introduction of speaker by chapter president or designee.

8

Meetings & Seminars

Ideas for Topics• Current issues in accounting and finance• Leadership topics by local personalities of interest• Corporate facility tours with presentation by CFO or controller• Presentation by an IMA Global representative• Panel discussion on a relevant accounting topic• Presentation on the CMA program to pique the interest of members• Review websites of other chapters within the Mid America Council

or other regions for topic/speaker ideas• Ask co-workers about good speakers/topics that they heard in the

past

9

Meetings & Seminars

Brainstorming Ideas?

What was successful at your chapter?

10

Manuscripts

11

Manuscripts

Objectives• Organize member writing as a concerted educational program and

further development of management accounting.• Advance the ability of members to communicate.• Encourage members to share their opinions and experiences with

fellow members.• Promote the objectives of Strategic Finance by obtaining and

submitting manuscripts that are publishable.

The chapter should assist and recognize member authors.

Promote the writing of manuscripts to all members.

12

Student Activities

13

Student Activities

• Objective – Develop relationships and activities with accounting/finance students at local universities/colleges and with student chapters.

• Maintain contact with a faculty mentor/advisor.

• Encourage student participation in chapter events and services.

• Acquire student members by promoting the benefits of IMA.

• Establish IMA student chapters on campus.

14

Student Activities

Examples of Student Activities & Participation• Presentations to classes, clubs, or student chapters – benefits of

IMA, CMA certification, management accounting topics.• Plant tours for students• Business research projects• Mock interviews for students seeking management accounting

positions• Donations to support IMA student chapters• Chapter “Student Night” – relevant student topic, reduced meeting

costs, attractive door prizes.• Scholarships and awards programs

15

CMA Program

16

CMA Program

• Objective – To publicize and market the CMA certification program, its benefits and procedures.

• All chapter members should be thoroughly aware of the CMA program.

• Chapter officers and CMA certificate holders should be resources to those with questions about the CMA program.

17

CMA Program

Opportunities to Promote the CMA Program• Periodic announcements at chapter meetings• Presentation of certificates at chapter meetings• Articles in the monthly newsletter• Coverage in the Annual Program/Roster Booklet• Presentations about the CMA program• Offer CMA review courses• Links to the CMA program on the IMA Global website• Promotional mailings to local financial executives

18

Important

Dates & Deadlines

19

Important Dates & Deadlines

Fiscal Year – July 1 to June 30

Chapter Competition Year – May 1 to April 30

MEF Grant Application – due last business day of August

IRS Form 990/990EZ – due November 15

Annual Financial Report – due last business day of November

20

Important Dates & Deadlines

Chapter Elections & Appointments – due last business day in March

Various Competition Forms – due last business day in March

Annual Transmittal Form – due April 30

Chapter Competition Year Ends on April 30

21

Questions

22