As of Tuesday, March 10th, we are postponing our Small Business Seminar scheduled for next week until later this year.IMA has been assessing the COVID-19 situation regarding the coronavirus outbreak. Our number one priority remains with our social responsibility for the safety of our members, speakers, and partners.
Due to many unknowns about the virus including how it is contracted and spread, out of caution, all IMA events scheduled between now and April 30 must be cancelled. This includes all chapter and council conferences, training events and meetings.
The Dallas Fort Worth Area IMA Chapter will meet Thursday, March 19th at the Texas Star Golf Course, 1400 Texas Star Parkway, Euless, Texas
12:15 PM Registration
12:30 PM – 1:00 PM Lunch – Taco Fiesta Buffet with Coffee, Tea, Water
1:00 PM -- 2:15 PM The Unique Accounting Needs of Family Business (Tom Pryor)
2:15 PM – 3:05 PM Technology Update (Patrick Seaman)
3:05 PM -- 3:20 PM Break –Cookies/brownies/trail mix/popcorn with Coffee/tea/water/soda
3:20 PM – 4:35 PM 5 Steps to Profitability (Stephen King)
4:40 PM -- 5:30 PM What Small Business Accountants Can Do to Prepare Their Owner to Seek a SBA Loan (Sam Emmerson
Five (5) 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 to those who have met the requirements.
- The Unique Accounting Needs of Family Businesses by Tom Pryor,(President of ICMS, Inc. & Mentor
- Technology Update
- 5 Steps to Profitability by Stephen King, CPA; President and CEO of GrowthForce
- What Small Business Accountants can do to prepare their owner to seek a SBA loan
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 13th
- 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 13th. 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 -
- $75 members with reservations and payment by 12:00 Noon, March 13th, and $90 for registration after the deadline and/or payment at the door
- $90 guests with reservations and payment made by 12:00 Noon, March13th, and $105 for registration after the deadline and/or payment at the door
- $40 students with reservations and payment made by 12:00 Noon, March 13th and $50 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
Information
The Unique Accounting Needs of Family Businesses by Tom Pryor, President of ICMS, Inc. & MentorOver 90% of companies in America are family owned yet 90+% of accounting textbooks and college classes prepare students for Fortune 500 corporate America. Tom Pryor, a certified family business advisor, will describe the unique financial reporting needs of family businesses. “For an accountant working in or with a family business, the family tree may be just as important as the general ledger.” Tom will also cover the conditions when a family business needs to upgrade from basic accounting software, such as QuickBooks, to an enterprise software solution.
Prerequisites: None
This program will consist of a presentation, requiring no advance preparation.
About the Speaker:
Tom Pryor is a Denton-based family business advisor, whose diverse 50-year career includes 19 years in Fortune 500 financial management, founder of a 30 year old consulting and software company that specialized in Activity Based Costing followed by serving as Director of the University of Texas at Arlington’s Small Business Development Center.
Tom currently serves on the advisory board of Baylor’s Family Business Institute, teaches at Baylor and SMU, is secretary of the Denton Junto, serves on the editorial board of the Journal of Corporate Accounting & Finance, delivers Meals-on-Wheels, mentors armed service vets and Texas prison inmates, and has authored six books.
Technology Update
Objective: Learn what new technologies are and how they will impact family businesses
Prerequisites: None
About the Speaker:
Patrick Seaman is the Interim Chief Technology Officer (CTO) at GrowCo Capital, and acts as the group CTO for its portfolio of companies including health technology and services companies like EMIST and JMeds. Patrick also provides contract CTO and advisory services to small companies and startups, including early stage startups like the Agtech company LettuceEvolve.com and others in digital media, audience engagement, 3D Printing and more. Patrick previously served as SVP of Strategic Technology at Ole Media & Ole Cloud Asia, COO/CTO at WhichBox Media and working with Mark Cuban as Director of Technology & Employee # 1 at Yahoo! Broadcast.com. Patrick co-wrote the first major book on Internet broadcasting, Website Sound, and the science fiction novel Accipiter War.
5 Steps to Profitability
What separates highly profitable market leaders from the pack? Stephen King, CPA and CEO of GrowthForce, and a repeat Inc.500 featured speaker, gets inside the mind of the successful CEO. Steve will show how to: define a business strategy that gets everyone is rowing in the same direction; build a high performing team that is aligned around that strategy; create written goals that achieve success; show how to keep score against those goals and then reward the people who contribute the most to profits.
What you’ll learn
- The components of a successful human capital management strategy
- How to get your team aligned around that strategy
- Why every business needs to write down actionable goals
- How to keep score of what matters
- Ways to recognize and reward those who contribute the most to profits
Prerequisites: None
This program will consist of a presentation, requiring no advance preparation.
About the Speaker:
Stephen King, CPA CGMA, is president and CEO of GrowthForce, a leader in the client accounting services industry, providing cloud-based bookkeeping, management accounting and controller services for service businesses and nonprofits.
A highly energetic, repeat Inc 500 speaker, Steve motivates business owners, and the advisors who serve them, by sharing 30+ years of experience in a practical, ‘how to’ approach to help businesses run better, grow faster and make more money.
He is regarded as an innovator in the accounting industry and today he will share best practices in making data driven decisions.
What small business accountants can do to prepare their owner to seek a SBA loan
Objective: Learn what family business accountants need to do to prepare their business owners to successfully apply and gain approval for a SBA business loan.
Prerequisites: None
This program will consist of a presentation, requiring no advance preparation.
About the Speaker:
Sam Emmerson is an award-winning Small Business of the Year business owner. Sam grew his company from a small North Texas manufacture to a to a worldwide business with a subsidiary in Helsinki, Finland. Growing a small manufacture and purchasing smaller competitors took funding and some creative financing. After selling his company, Sam became a part-time certified Small Business Advisor with the Tarrant Small Business Development Center, as part of the SBA and Tarrant County College. Helping hundreds of start-ups and struggling businesses, Sam has helped companies acquire over 10 million dollars to grow their business. Loans from $5,000 to $750,000 has helped business of all sizes to grow and prosper. One client in 4 years has gone from a start up to a multi-million dollar revenue and winner of this year’s Small Business of the Year. Sam is a certified Economic Development Finance Professional with the National Development Council, certified Economic Gardening Professional with the National Center for Economic Gardening, and certified Fast Trac Facilitator and Administrator with the Kaufman Institute.