Events

IMA Lunch Meeting September 15, 2016

IMA Savannah is fortunate to have Steve Richards, Consultant, to speak to us about Benchmarking Key Performance Indicators on Thursday September 15, at noon, at Savannah Coffee Roasters. 

 

This second of our speakers this year is also the second highly interesting topic for our edification - KPIs are critical to our companies' successes. Bring a friend!

 Presentation Summary:

Steve has developed industry benchmarks for four agricultural industries and is currently working on three non-agricultural industries.  Steve’s presentation will discuss data collection from individual firms as well as aggregate data analyses and benchmark comparisons.  Participants will learn ways to discover unique performance indicators for almost any industry and how to use these indicators to help owners and managers make meaningful changes to their businesses.    

 

 

 

Registration and Speaker details:

 

Subject:  IMA Lunch Meeting 

Date:  Thursday, September 15

Topic: Benchmarking Key Performance Indicators

Location: Savannah Coffee Roasters

                  - Veteran Owned, Veteran Made -

                   215 W Liberty Street

                    Savannah, GA 31401

Time: 11:45 am to 1:00pm (arrive early to say hello!)

Cost:  $20, $15 Student

Payment:  Please go to the following website for payment and for food selection http://www.savannahcoffee.com/ima-lunch-and-learn/

Savannah IMA April 2017 Meeting

posted Apr 11, 2017, 8:51 AM by IMA Savannah   [ updated Apr 11, 2017, 9:00 AM ]

The topic is: BANK FRAUD PROTECTION AND MITIGATION STRATEGIES FOR BUSINESSES.

 

The speakers are Sarah Martin, Commercial Banker AVP at Sun Trust and Justin Lake VP Treasury and Payment Solutions at Sun Trust (bios below).

 

The subjects they will talk about include:

 - ACH Fraud Prevention

 - Best Practices - Email, Wire Transfers, Supplier/Invoicing Processing

 - Online Risks - e.g. Phishing, Smishing, Twishing

 - Ransomware

 - Password Security

 

As you see, this will be an important talk for all. These problems pervade our e-life so make your reservation now. Let's give these speakers the audience they deserve!

 

 

Please register at https://www.savannahcoffee.com/ima-lunch-and-learn/ . The presentation is at noon April 20 at Savannah Coffee Roasters. 

 

Bring a colleague and introduce them to our speakers! Come early to meet other attendees.

 

MAKE YOUR RESERVATION TODAY!

 

Registration and Speaker details:

 

Subject:  IMA Lunch Meeting 

Date:  Thursday, April20

Topic:  BANK FRAUD PROTECTION AND MITIGATION STRATEGIES FOR BUSINESSES

Location: Savannah Coffee Roasters

                  - Veteran Owned, Veteran Made -

                   215 W Liberty Street

                    Savannah, GA 31401

Time: 11:45 am to 1:00pm (arrive early to say hello!)

Cost:  $20, $15 Student

Payment:  Please go to the following website for payment and for food: https://www.savannahcoffee.com/ima-lunch-and-learn/  . We will be having a buffet lunch.

See you there!

Sarah Martin, Commercial Banker AVP  Commercial Banking

Office: 912.944.1298 | Email:  sarah.a.martin@SunTrust.com

>10 years in banking bringing financial knowledge and success to our clients with the SunTrust Purpose.  Sarah Martin is a commercial banker with SunTrust Bank.  She has experience in personal banking, investments, business, treasury, payroll, & Quickbooks.  President, Savannah Jaycees; Georgia Jaycee of the Year ‘14; Chair Savannah Chamber Ambassadors, Savannah Rotary West, Emerging Leadership Council,


 

Justin Lake, Vice President         Treasury & Payment Solutions

Office: 912.944.1040 | Mobile: 470.725.1552 | Email:  justin.d.lake@SunTrust.com

>8 years banking and treasury strategy experience.  Additional experience in consumer lending & financial services.  Education: University of Georgia; BBA in Finance.   Justin Lake is a Treasury Advisor working with Core Commercial and Not for Profit and Government clients.  He specializes in helping SunTrust clients increase efficiency, mitigate risk and improve working capital that allow our clients to maximize growth potential.

IMA Meeting March 2017

posted Feb 23, 2017, 1:14 PM by IMA Savannah



Good morning good Savannah IMA community and friends.


We are hoping that you have made your reservation to hear "Tipper A" Roomy Khan speak to us on March 2. If you haven't yet, then please take time out today to make your reservation at https://www.armstrong.edu/armstrong/eventdetail/iia-ima-joint-meeting .


Your attending talks such as this keep our community informed, improved, and working together. Your support of the speakers we bring in is greatly appreciated by the speakers as they seek to get their message to the accounting community. 


And, I realize that it is a busy time for all of us. I am sure that the two hours at this event and the good lunch will be a great break from your month-ends and related work. Plan to attend and plan this very welcome diversion for your schedule! You will thank yourself afterward, I am sure.


As noted previously, we will be able to have a bite to eat with our fellow Savannah IMA members (we always have a great time!), Savannah IIA, Savannah GSCPA, and other accounting and other professional community members in an informal setting with a great speaker to boot.


So, please take advantage of this opportunity and set your calendar for 11.30 am March 2. 


To remind us all, we thank Georgia Southern University's School of Accountancy and their Center for Forensic Studies in Accounting for their work in bringing Ms. Khan to the community. She is speaking to some other groups in Savannah and Statesboro so we are lucky to have her make time for us.


Ms. Khan will provide us with a two CPE-hour presentation ​on Thursday, March 2, at Armstrong State University. The specific room is Ballroom A in The Armstrong Center​. Lunch will be served at 11:30 a.m. and the presentation will begin at noon.​​ There is plenty of easy parking.


Ms. Khan's introduction:

My name is Roomy Khan, and I was involved in Operation Perfect Hedge, which led to the indictment and conviction of over 90 individuals connected to the hedge fund industry. I aided the investigation and was known as “Tipper A.” After seven years of undercover cooperation, I was sentenced to 1 year in a Federal Prison, which I served in Colman Florida.

My story was profiled on CBS’s 60 minutes, “A rare look at how insider trading works” and there has been extensive coverage by numerous media outlets including the New York Times.

IMA Savannah Lunch Meeting October 20, 2016

posted Oct 4, 2016, 12:22 PM by IMA Savannah


The Savannah IMA has asked Chris Hoover to speak to us about: the top IRA mistakes investors make, social security, and the Department of Labor's Fiduciary Standard that will be implemented in April 2017.
Chris will speak on Thursday October 20th, at noon, at Savannah Coffee Roasters.

Please make reservations now in order to get a great seat!

Registration and Speaker details:

Subject: IMA Lunch Meeting

Date: Thursday, October 20

Topic: Retirement By Design...

Speaker: Chris Hoover, CFP.

Location: Savannah Coffee Roasters
- Veteran Owned, Veteran Made -
215 W Liberty Street
Savannah, GA 31401

Time: 11:45 am to 1:00pm (arrive early to say hello!)

Cost: $20, $15 Student

Payment: Please go to the following website for payment and for food selection - it is a buffet so when you sign up there are no specific food orders http://www.savannahcoffee.com/ima-lunch-and-learn/

IMA Lunch Meeting August 18, 2016

posted Aug 10, 2016, 6:32 AM by IMA Savannah   [ updated Aug 10, 2016, 6:49 AM ]

Beau Ganas on Throughput Accounting

This meeting features Beau Ganas as our guest speaker on the topic of Throughput Accounting. 

 



Sign up here!

http://savannahcoffee.com/ima-lunch-and-learn/

Beau Ganas is a consultant who provides tremendous breakthroughs in performance by applying The Theory of Constraints to help his clients control and leverage the resources in their businesses. He is a master accountant, having become one of the foremost experts in the field of managerial accounting. Beau is the President of the Lowcountry Institute of Management Accountants, which he co-founded with Chuck Troiani (a former audit client!). Beau is the co-chair of the Finance Committee for the Summerville Family YMCA and is a supporter of Charleston Southern University Board of Visitors. Beau attended The University of Georgia earning degrees in Management Information Systems, Accounting and a Master of Accountancy in Taxation. Beau’s previous roles include financial institution, manufacturing, and agricultural auditing as well as serving as the Controller of a large custom fabricating and MRO facility in Charleston, SC.

 

Title: Throughput Accounting: A Maverick approach to making decisions

             Throughput Accounting was developed by Dr. Eli Goldratt, the father of the Theory of Constraints

             Throughput Accounting is a more robust solution to support decision making than conventional cost accounting systems

             Throughput Accounting is simple on the surface but provides profound and often times counter intuitive answers when compared to traditional cost accounting and also ABC.

             Almost all cost accountants will admit there are significant flaws in cost accounting, but they do not know what the solution to those problems should look like. TA is that answer.

IMA Lunch Meeting April 2016

posted Apr 8, 2016, 9:43 AM by IMA Savannah   [ updated Apr 8, 2016, 9:45 AM ]

Subject:  IMA Lunch Meeting 

Date:  Thursday, April 21

Topic: “Key Elements to Keeping Your Staff Motivated”

Location: Savannah Coffee Roasters

                  - Veteran Owned, Veteran Made -

                   215 W Liberty Street

                    Savannah, GA 31401

Time: 11:45 am to 1:00pm (arrive early to say hello!)

Cost:  $20, $15 Student

Payment:  Please go to the following website for payment and for food selection: http://savannahcoffee.com/ima-lunch-and-learn/

“Mr. Excel” Bill Jelen for POWER EXCEL SEMINAR May 20, 2016

posted Mar 16, 2016, 9:28 AM by IMA Savannah   [ updated May 11, 2016, 7:15 AM ]

The Savannah Chapter of the Institute of Management Accountants (IMA) is excited to partner with  Bill Jelen (MrExcel) - Microsoft Excel expert, Host of MrExcel.com, Author and Former Financial Analyst



-to bring powerful Excel Tips & Tricks to you! Join us for this full-day seminar and earn 8 CPE credits. Get an immediate return on your investment as you learn efficient, powerful tips, tricks, and techniques to save you hours each week. Session is fast-paced and based on topics most relevant to today’s business users.

 

For regular and heavy users of Microsoft Excel CFOs,

Analysts, Controllers, Accountants, Finance, Insurance, etc.

 


Power Excel is the morning program and Advanced Data

Analysis Using Excel is the afternoon program.

 

VALUE includes 8 CPE, two books to take home, and continental breakfast, lunch, and snack! or you can attend either the morning or afternoon session and earn 4 hours CPE without lunch provided and get one book for the session attended (Laptops not required but welcomed)

 

Registration ends May 13th but seats expected to go quickly

so Register Now!

 

WHERE: 05/20/2016

Creators' Foundry

415 Boundary Street

Savannah, 31401


PRICE:    Full Day Session $125 for IMA members and $150 for Non-members

Half Day Session $70 for IMA Members and $85 for non-members

For additional information, such as group discounts, email


For Complete information, download the flier below.

No Meeting in March 2016

posted Mar 9, 2016, 9:42 AM by IMA Savannah   [ updated Mar 9, 2016, 9:45 AM ]

Due to all the activities in and around Savannah related to St Patrick's Day, we will not be having a March meeting.  See everyone in April!

Our first meeting of 2016 is on Thursday, February 18

posted Jan 26, 2016, 5:43 AM by IMA Savannah   [ updated Mar 9, 2016, 9:57 AM ]

Great Times at The February Meeting

Subject:  IMA Lunch Meeting 

Date:  Thursday , February 18

Location: Savannah Coffee Roasters

                  - Veteran Owned, Veteran Made -

                   215 W Liberty Street

                    Savannah, GA 31401

Time: 11:45 am to 1:00pm (arrive early to say hello!)

Cost:  $20, $15 Student

Payment:  Please go to the following website for payment and for food selection: http://savannahcoffee.com/ima-lunch-and-learn/.

Presenter: Mr. Steven Miller, CPA (please find bio attached)

             of  Webster Rogers LLP

 

He will speak on tax developments that occurred in 2015, such as:

·        The “Protecting Americans from Tax Hikes” Act  (PATH)

·         Section 179

·         Bonus Depreciation

·         Research & Experimentation Credit

 

Let's have a great beginning of year attendance for this great speaker and presentation!

Chapter Meeting November 2015

posted Nov 8, 2015, 5:23 PM by IMA Savannah   [ updated Nov 8, 2015, 5:28 PM ]

Subject:  IMA Lunch Meeting

Date:  Thursday, November 19

Location: Savannah Coffee Roasters

                  - Veteran Owned, Veteran Made -

                   215 W Liberty Street

                    Savannah, GA 31401

Time: 11:45 am to 1:00pm (arrive early to say hello!)

Cost:  $20, $15 Student

Payment:  Please go to the following website for payment and for food selection: http://savannahcoffee.com/ima-lunch-and-learn/.

Presenter: Tony Martin, MBA, MTax, CFP.

             Martin Financial Group, LLC.


As you plan your month, please set your calendars for the next Savannah IMA lunch and learn, for our last formal IMA meeting for this calendar year.

On Thursday Nov 19, Tony Martin, Martin Financial Group of Savannah.

A summary of the points of his talk include:

·         Current interest rate environment – how we go here and what it means

·         Interest rate projections for the next cycle

·         How interest rates are impacting traditional safe money alternatives

·         ‘New’ alternatives

·         How new alternatives are able to offer higher returns (2 to 3 times are high)

·         How long will new alternatives work

·         Other planning notes

 

Please see announcement below for the URL to register. PLEASE NOTE - we have to give Coffee Roasters enough time to prepare the lunches so you will need to register via the online registration URL by November 18.

 

By the way, our next event after this November meeting is a tax update at Savannah State University on December 4th. Stay tuned for specifics on the time and location!!!

Chapter Meeting October 2015

posted Oct 11, 2015, 1:12 PM by IMA Savannah

  • Subject: Social Security Benefits
  • Date: Thursday, October 22
  • Topic: Social Security
    • Location: Savannah Coffee Roasters - Veteran Owned, Veteran Made -  215 W Liberty Street, Savannah, GA 31401
    • Time: 11:45 am to 1:00pm (arrive early to say hello!)
    • Cost: $20, $15 Student
    • Payment: Please go to the following website for payment and for food selection:http://savannahcoffee.com/ima-lunch-and-learn/.
    • Presenter: Sam Crossley
  • Sam Crossley grew up in Savannah, GA and has been a financial professional with Massachusetts Mutual Life Insurance Company since 2001. In the past, he has been:

    • Incoming President for the Savannah Estate Planning Council
    • Board member for the Savannah Coalition on Aging
    • Past president of the Savannah Chapter of the National Association of Insurance and Financial Advisors
    • Past president of the Small Business Chamber
    • Past Chairman of the Alzheimer’s Association Memory Walk Fund Raiser
    • Resource person for the Parish and Diocesan Planned Giving Programs

    Sam and his wife Sheila serve as a volunteer couple for the Diocesan Pre-Marriage Workshop where they discuss financial issues with new to be married couples. Sam is a graduate from Mercer University’s Stetson School of Business with a BBA majoring in Economics. He is a graduate of Windsor Forest High School

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