President's Message

A Message from your Chapter President, James Lehman, CMA

Howdy to all members of the Institute of Management Accountants Dallas – Fort Worth Area Chapter aka IMA DFW,

 

It's September 30th, we’re after the autumnal equinox, well into the fall semester of the university year, football season and IMA DFW’s fiscal year. Autumn 2024 chapter events are taking place as announced on our website https://dfw.imanet.org/events as well as on our LinkedIn group https://www.linkedin.com/groups/705137/. If you haven’t yet attended one of our chapter’s networking meetups or a webinar, it’s not too late.

 

It was exciting to observe networking interactions happening at the chapter’s September 19th in-person social meet-up at Moxies in Southlake. We exchanged ideas with one another about the chapter’s future activities. The IMA DFW Area Chapter is grateful to Carillon® ERP’s Larry Pettit for sponsoring the Southlake event. We missed seeing some of you at the September 23 free CPE webinar where IMA DFW hosted Moss Adams’ Landon Slater, who presented the Autumn 2024 technical accounting update. The chapter thanks Moss Adams for providing its insights behind the ASUs going into effect for privately held entities this coming year-end.

 

October events currently on deck include:

 

·       In-person: A September networking event at City Works in Frisco on Thursday, October 24, from 5:00 PM until 7:00 PM. Don’t be shy about meeting us and letting us know what you want more of as an IMA professional member. You can RSVP at our IMA DFW chapter website where additional information about this event can be found. The chapter is pleased to mention that Carillon ® ERP is the October networking event sponsor.

 

·       Webinar: A one-hour continuing professional education webinar where representatives from the accounting firm Lane Gorman Trubitt will present Employee Retention Credit updates and cover the tax-related ASU 2023-09 – “Improvements to Income Tax Disclosures” in a more in-depth fashion than what’s normally discussed in an ordinary accounting update. The event is free for all IMA members and is scheduled for Wednesday, October 23, from 12:00 PM until 1:00 PM Central Time Zone. You will only need to provide your IMA membership number upon registration as proof of membership to access the event. More details about this session can be found at the chapter’s website. Please note that this free CPE webinar will qualify as technical accounting credit for Texas State Board of Public Accountancy purposes.

 

We look forward to seeing as many of you as possible at both events.

 

What is your IMA vision? If you are interested in influencing the chapter’s activities more meaningfully by joining our administration team, please let me know your ideas so that I can nominate you for a position as an active volunteer. I’m earnestly in search of individuals who are inclined to positively impact the chapter’s academic relations and engage accounting students as the future leaders in our chapter’s operations and activities.

 

I’m looking forward to a continually productive fiscal year, meeting as many of the chapter’s members as possible in person or virtually and helping the chapter in its service mission to IMA members and IMA faculty and students.

 

James Lehman

IMA DFW Chapter President 2024-2025

IMA® (Institute of Management Accountants)

CMA® | It Makes All the Difference