Dallas Fort Worth Area IMA Dinner Meeting

When:  Aug 21, 2018 from 5:30 PM to 8:30 PM (CT)
Associated with  Dallas Fort Worth Area Chapter

The Dallas Fort Worth Area IMA Chapter will meet Tuesday, August 21st at the DoubleTree by Hilton Dallas Near the Galleria, 4099 Valley View Lane, Dallas 

  • 5:15 PM    Registration for Professional Development Session
  • 5:30 PM    Professional Development Session - Diversity and Inclusion by Jimmie Smith, CPA (Occidental Petroleum – retired, IMA Diversity & Inclusion Advisory Committee, former IMA Global Director)
  • 6:20 PM    Registration for Technical Session and Networking
  • 6:45 PM    Dinner
  • 7:20 PM    Announcements
  • 7:30 PM    Technical Session – Entrepreneurial Success/Communication Protocol by Chuck Bauer (Sales/Business Coach)
  • 8:20 PM    Adjournment 

Two (2) CPE hours for both CMAs and CPAs are provided. Attendees must sign in and out and be present for the presentation in order to receive CPE credit.  CPE certificates will be sent in an email for those who have met the requirements. 

Dallas Fort Worth Area IMA is a registered CPE sponsor with the Texas State Board of Public Accountancy (TSBPA).  This registration does not constitute an endorsement by the board as to the quality of our CPE program.  

Registration by 12:00 Noon, Friday, August 17th

  • Cancellation, please e-mail reservations@dallasima.com as soon possible.  Refunds will not be made for cancellations made after 12:00 noon on Friday, August 17th.   If you do not cancel prior to the deadline, you will not receive a refund for the event.  You may alternatively send someone in your place by notifying reservations@dallasima.com. 

Cost - Dinner Meeting

  • $37 members with reservations and payment by 12:00 Noon, August 17th, and $42 for registration after the deadline and/or payment at the door
  • $45 guests with reservations and payment made by 12:00 Noon, August 17th, and $50 for registration after the deadline and/or payment at the door
  • $20 students with reservations and payment made by 12:00 Noon, August 17th, and $25 for registration after the deadline and/or payment at the door
  • Payment - Cash or check only at the door or in advance by credit card 

Menu

  • Chef's Selection of Salad
  • Marinated Breast of Chicken Topped with Black Beans and Fire Roasted Corn in a Poblano Cream Sauce
  • Chef's Selection of Appropriate Seasonal Vegetables
  • Rolls and Butter
  • Chef's Selection of Dessert
  • Freshly Brewed Regular and Decaffeinated Coffee, Iced Tea, and Water 

Information

 

Professional Development Session - Diversity and Inclusion by Jimmie Smith, CPA (Occidental Petroleum – retired, IMA Diversity & Inclusion Advisory Committee, former IMA Global Director) 

In this session, attendees will learn how to unlock the secret of companies that successfully leverage the skills and attributes of a diverse team.

Prerequisites: None 

This program will consist of a presentation, requiring no advance preparation. 

About the Speaker:

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Jimmie Smith
retired from Occidental Petroleum in June 2013 after serving the company for more than 39 years.  At the time of his retirement, he was Senior Manager of Sarbanes-Oxley Compliance.  Smith also has extensive experience in financial planning and analysis, cost accounting, controllership, and financial management.  He is a long-time IMA member and has held numerous IMA chapter, council, and global leadership roles.  He is a member of the IMA Diversity and Inclusion Advisory Committee, and an active member of IMA’s Campus Influencer Program, and was formerly a member of the IMA Global Board of Directors.  He received the 2017 IMA Distinguished Member Award and 2013 IMA Exemplary Volunteer Award. 

Smith holds a BBA in Accounting from Texas Tech University and a M. S. in Accountancy from the University of Houston – Clear Lake.
 

Technical Session - Entrepreneurial Success/Communication Protocol by Chuck Bauer (Sales/Business Coach)

In this session, we will discuss best practices for starting your own business or firm. 

Prerequisites: None 

This program will consist of a presentation, requiring no advance preparation. 

About the Speaker: 

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Work smarter. Make more money. Take more time off. These are the guiding principles behind Chuck Bauer’s transformational keynote speeches and seminars, grounded by three decades of experience as a proven motivational speaker and professional sales and business coach.

Chuck’s no-nonsense approach and tell-it-like-it-is style immediately connects with people as he breaks down traditional thinking that keeps people anchored in the past. You’ll leave energized and armed with actionable tactics to face current challenges in your business.

Chuck’s insights come from observing LIVE sales calls and business transactions through his work as a professional sales and business coach. His clients, including sales professionals, business owners and C-level executives, will tell you time and time again that Chuck’s tactics have saved deals, streamlined operations and skyrocketed revenue.

As the only endorsed Sales Coach for the Professional Association of Small Business Accountants, Chuck has extensive experience with the unique challenges facing small and medium sized CPA & Accounting Firms, having directly coached more than 80 firm owners on their practice management and sales efforts. Through his coaching, Chuck has helped an owner generate a 60 percent year over year net revenue increase through a virtual office environment requiring only 1,600 working hours a year. Another practice owner implemented one key Bauer tactic netting a $167,000 net increase in 12 months.

Originally from Orange County California, Chuck calls Dallas home where he lives happily with his bride, Rebecca, and their two very spoiled cats. When he’s not helping his clients, Chuck lives by his own teachings of working smarter and taking more time off so he and his wife can continue gathering Passport stamps.

Location

DoubleTree by Hilton Dallas Near the Galleria
4099 Valley View Lane
Dallas, TX 75244