Dallas Fort Worth Area IMA Dinner Meeting

When:  Mar 20, 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, March 20th 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 – Down with Drama! Up with Leadership!: The Three Vital Questions for Empowerment by Lori Darley (founder and CEO of Conscious Leaders LLC)
  • 6:20 PM    Registration for Technical Session and Networking
  • 6:45 PM    Dinner
  • 7:20 PM    Announcements
  • 7:30 PM    Technical Session – Transfer Pricing by Scott Smaistrla, CMA, CPA (Director, WTP Advisors)
  • 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, March 16th

  • Members/Guests, please register at www.eventbrite.com/e/dinner-meeting-march-20-2018-tickets-43611033776
  • Cancellation, please e-mail reservations@dallasima.com as soon possible.  Refunds will not be made for cancellations made after 12:00 noon on Friday, March 16th.   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, March 16th, and $42 for registration after the deadline and/or payment at the door
  • $45 guests with reservations and payment made by 12:00 Noon, March 16th, and $50 for registration after the deadline and/or payment at the door
  • $20 students with reservations and payment made by 12:00 Noon, March 16th, 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 at www.eventbrite.com/e/dinner-meeting-march-20-2018-tickets-43611033776

Menu

  • Chef's Selection of Salad
  • Italian Beef Lasagna
  • Chef's Selection of Appropriate Seasonal Vegetables
  • Garlic Breadsticks
  • Chef's Selection of Dessert
  • Freshly Brewed Regular and Decaffeinated Coffee, Iced Tea, and Water 

Information

 

Professional Development Session - Down with Drama! Up with Leadership!: The Three Vital Questions for Empowerment by Lori Darley (founder and CEO of Conscious Leaders LLC) 

In this session, attendees will how to be an empowered, dynamic leader. 

Prerequisites: None 

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

About the Speaker: 

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As founder and CEO of Conscious Leaders LLC, Lori Darley brings nearly two decades of experience as a transformational coach and consultant to the conscious business movement. She is also the author of the book, Dancing Naked: Claiming Your Power as a Conscious Leader which made the Amazon Best Seller in Women in Business category and #2 in Hottest New Releases on launch day. 

Lori is seasoned in the needs of a full range of decision makers and works extensively with C- suite executives in many industries. She coaches organizations from multi-national corporations, such as Ferro Chemical and a Fortune 500 "Class One" rail transportation company, to entrepreneurial ventures and individuals in non-profits, manufacturing, financial services, management consulting, commercial real estate and the arts. She also serves as Senior Consultant with Blue Case Strategic Partners. 

Lori has presented at numerous conferences including Conscious Capitalism’s national conference, the Young Leaders of the Americas Initiative (a U.S. State Department program invitational of over 250 Latin American entrepreneurs) and the Social Venture Network. She has also spoken at the SVN Europe conference, been a panelist the local Dallas chapter of Conscious Capitalism and presented at Renaissance Weekend. 

Lori is a certified somatic coach, recognized by the Strozzi Institute, and a certified Peak Potentials trainer. Additional certifications include Ken Blanchard’s Situational Leadership, Gallup Strengths-Finder, EQi-2 (an Emotional Intelligence assessment and 360 feedback model) and the Myers-Briggs Type Indicator. 

Lori co-founded a professional modern dance company, in which she also served as Artistic Director, choreographer, and a highly acclaimed dancer. She was a professional dancer with her company until the age of forty-three, when she emerged from that stage of her career as a leader in the arts community. Lori now brings the wisdom gleaned from years of non-profit leadership and artistic directorship to the halls of business. 

Lori believes that within the heart of everyone lives a creative genius, and that each of us yearns to connect authentically with one another so we can make a positive difference in the world. 

 

Technical Session - Transfer Pricing by Scott Smaistrla, CMA, CPA (Director, WTP Advisors) 

In this session, we will discuss best practices in transfer pricing. 

Prerequisites: None 

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

About the Speaker: 

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Scott Smaistrla
, a WTP Advisors, Director, has extensive expertise in international transfer pricing and tax, corporate finance, operations and compliance with a world class track record for leadership and innovation. His transfer pricing career has encompassed guidance to executive level decision makers in the areas of transfer pricing planning & contemporaneous documentation, operational transfer pricing, audit defense, analytics, compliance, process improvement, international tax structuring, product development/management, and risk mitigation.

Scott brings over twenty cumulative years of experience including tenures with global accounting firms PricewaterhouseCoopers and Grant Thornton. Scott has also served in influential corporate financial/operational leadership roles with multinational industry segment leaders Schlumberger, Baker Hughes, Motorola, Siemens and Thomson Reuters.  Scott also believes in giving back to the community. He has served on the Campaign Cabinet for the United Way of Metropolitan Dallas (2011-2014). Scott currently serves on the Board of the Directors for Housing Crisis Center (Dallas) and Financial Executives International - Dallas Chapter where he is also a member.

Skill Set/Experience

  • International Transfer Pricing - Planning, Documentation, Operational Transfer Pricing, Intangible Property Migrations, Permanent Establishment, Competent Authority, Team/Project Management, Royalty Calculations, Audit Defense, Global Headquarter/Region Management/Shared Services Cross Charge Methods, BEPS, APAs, Intercompany Contract Database Development and Maintenance, and International Tax Structuring and Research.  Global Experience with "In Country" projects in North America, Europe, Africa, and Asia; Forecasting, Budgeting, Variance Analysis, and Close Accounting; Business Analytics and Mergers & Acquisitions due diligence 

Education and Certifications

  • Master of Business Administration Kelley School of Business at Indiana University (Bloomington)
  • Bachelor of Business Administration, The University of Texas at Austin
  • Certified Public Accountant, Texas State Board of Public Accountancy
  • Certified Management Accountant, Institute of Management Accountants

Location

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