IMA MESSENGER

IMA MESSENGER Institute of Management Accountants December 2007 Muscle Shoals Chapter PRESIDENT’S MESSAGE First, I would like to thank everyone who attended our Christmas party last month. Also, I would like to thank all the firms and companies that provided door prizes for the Christmas party. The UNA Brass Ensemble provided excellent entertainment. I hope each of you had an enjoyable holiday season. As we enter the New Year, many of us are beginning the busiest time of the year. I hope you will continue to make time to attend our IMA meetings. I would like to remind everyone to make plans to attend the February 18 th meeting. Dr John Crabtree, Associate Professor of Computer Information Systems at the University of North Alabama, will be providing us with a Technology Update. And finally, please remember to visit our recently developed new chapter web-site. The web-site address is www.imashoals.org. Dr. Greg Carnes, Raburn Eminent Scholar of Accounting at the University of North Alabama will be the featured speaker at our January meeting. Greg will be providing us with an Income Tax Update. The board would like to request that all chapter members keep track and turn in their CPE’s and any information regarding professional development to Jennifer Tittle at jrtittle@una.edu. Our chapter earns points for various activities that our members engage in, and with everyone’s help and support, I believe the Muscle Shoals Chapter is off to a great start this year, and I believe we will continue to have an excellent year. The board and I look forward to seeing you at the January 21st meeting. Mark Lawrence President CHANGE OF ADDRESS If you have a change in mailing address or email address, please let Denise Pitman know at denise@rollsinc.com. Is your current information on file with National? You may change your information at any time by logging on their website at www.imanet.org and following the links. IMA MESSENGER EMPLOYMENT INFO Please contact Earl Evans at efevans@una.edu if you are looking for an accounting position OR if you need to fill an accounting position. Resumes or job descriptions may be emailed to him or faxed to 765-5066 with a cover sheet or anyone interested can call Mr. Evans’ cell at 335-2992. OTHER INFO The Winter GulfSouth Council Meeting will be held in Birmingham, AL on February 15-16. There will be a PD session Friday, February 15 on Ethics, Workplace Dos and Don’ts, Disaster Recovery and Document Retention. The Council Meeting will be Saturday, February 16 at 10:00 a.m. CPE HOURS Please report any CPE hours to Jennifer Tittle at jrtittle@una.edu. THANKS TO OUR SPONSORS AG Edwards Axious Solutions Bank Independent Bigbee Steel Buildings Citizens Bank Community Spirit Bank Edward Jones First Metro Bank Listerhill Credit Union Mariott-Shoals Hotel & Spa Nafco Nichols Wire, Inc. Page Chevrolet, Inc. Printers & Stationers, Inc. Randall Hunt, LLC Regions Bank SBS Electric Simpson’s Collision Repair Center Sunshine Mills, Inc. Suntrust Bank Swamp John’s Restaurant TNT Fireworks TVA Credit Union UNA Continuing Education UNA MBA Program Wachovia Bank Wise Alloys SPEAKER INFO Gregory Carnes is the Raburn Eminent Scholar of Accounting at the University of North Alabama. His primary teaching interests are in Partnership Taxation and Taxation of Compensation and Benefits. He currently serves as President of the Accounting Program Leadership Group and formerly served as President-Elect of the Federation of Schools of Accountancy. Dr. Carnes formerly served as chair of the Department of Accountancy at Northern Illinois University and Dean of the College of Business at Lipscomb University. Dr. Carnes has published approximately 25 articles in journals such as The Journal of Economic Psychology, Journal of the American Taxation Association, Advances in Taxation, The Journal of International Accounting, Auditing, and Taxation, The Tax Advisor, Taxation for Accountants, Taxation for Lawyers, and The CPA Journal. He is a contributing author on Federal Taxation and Corporate, Partnership, and Estate & Gift Taxation (Thompson Publishing), popular textbooks used in undergraduate and graduate taxation courses. He also authors material for CPA Excel, one of the nation’s leading CPA Review courses. He is a member of the AICPA, the American Accounting Association, the Tennessee Society of CPAs, and the American Taxation Association. He has also provided tax training for several national accounting firms. Tentative Technical Program Schedule Muscle Shoals Chapter – Institute of Management Accountants 2007-2008 Location: Marriott Conference Center Florence, Alabama Time: Board Meeting Dinner Program 5:30 PM 6:15 PM 7:00 PM September 17th Speaker: Topic: Macke Mauldin, President Bank Independent and Chairman of the SEDA Board Economic Development in the Shoals Steve Sledge, CPA, Partner KPMG Internal Control Tommy Pirkle, Chief Operating Officer, Foundation for Mental Health of the Shoals Stress Management October 15th Speaker: Topic: Speaker: Topic: November 19th December 17th January 21st Christmas Party – Dinner and Christmas Carols Speaker: Topic: Greg Carnes, PhD, CPA Raburn Eminent Scholar of Accounting, UNA Income Tax Update Dr. John Crabtree Associate Professor of CIS, UNA Innovative Applications of Technology Matt Cooper, Senior Lender at Citizens Bank, Russellville, AL Essentials of a Business Plan: A Lender's Perspective February 18th Speaker: Topic: March 17th Speaker: Topic: April 21st May 19th Alpha Chi Accounting Awards Banquet Speaker: Topic: John Blythe, Senior VP, McGriff, Seibels Risk Management from an Insurance Perspective – What, Why, How…? INSTITUTE OF MANAGEMENT ACCOUNTANTS MUSCLE SHOALS CHAPTER 212 2007-2008 OFFICERS & DIRECTORS POSITION President President-Elect Vice President-Administration Secretary Treasurer Director of Meetings Director of Special Activities Director –Chapter Historian Director of Employment Director of Member Attendance Associated Director of Student Affairs Vice President-Communication Director of Newsletter Director of Program Booklet Director of Community Service Director of Public Relations Vice President-Professional Education Director of Educational Meetings Director of Educational Seminars Director of Academic Relations Director of CMA/CFM Programs Director of Manuscripts Vice President-Membership Director of Member Acquisition Director of Relations & Educational Projects Chair-Corporate & Academic Development Chair-Elect- Corporate &Academic Dev. Director at Large Director at Large Director at Large Chairman-Nomination Committee Chairman-Chapter Review Committee Gulf South Council Delegate Gulf South Council Delegate Gulf South Council Delegate Gulf South Council Delegate Gulf South Council Delegate NAME Mark Lawrence EMAIL mlawrence@una.edu Jennifer Tittle Camilla Strickland Dan Hallock Darlene Ballard Denise Pitman Royal Knight Earl Evans Mel Booker Lori Stark Melisa Vickery Denise Pitman Mel Booker Sharon Campbell Melisa Vickery Jerry Ferry Mike Lentz Dale Hayes Sharon Campbell Linda Hemingway Jerry Ferry Martha Rhodes Linda Stutts Walter Campbell Dan Hallock Royal Knight jrtittle@una.edu cams@sunshinemills.com dehallock@una.edu darleneballard@bellsouth.net denise@rollsinc.com royal.and.eva@comcast.net efevans@una.edu mbooker@bigbee.com lwstarks@una.edu mmustal@comcast.net denise@rollsinc.com mbooker@bigbee.com sncampbell@una.edu mmustal@comcast.net jwferry@una.edu mflentz@wisealloys.com dhayes@senatorscoach.com sncampbell@una.edu ljhemingway@athens.edu jwferry@una.edu rhodesm@tntfireworks.com lbstutts@wisealloys.com wmcampbell@una.edu dehallock@una.edu royal.and.eva@comcast.net Dan Hallock Jim Atwood Royal Knight Jerry Ferry Walter Campbell Sharon Campbell dehallock@una.edu jatwood@parker.com royal.and.eva@comcast.net jwferry@una.edu wmcampbell@una.edu sncampbell@una.edu IMA MESSENGER IMA JANUARY 2008 MEETING INFO DATE: PLACE: TIME Monday, January 21, 2008 Marriott Conference Center Board Meeting 5:30 PM Dinner 6:15 PM Program 7:00 PM Dr. Greg Carnes, PhD, CPA Raburn Eminent Scholar of Accounting, UNA Income Tax Update Members $20.00 Guests $20.00 Students $10.00 SPEAKER: TOPIC: COST: DENISE PITMAN IMA NEWSLETTER 2850 COUNTY RD. 5 FLORENCE, AL 35633