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1. H e i di G ro s s De s i g n
graphic design • art direction
heidigrossdesign@gmail.com
201-747-2874
2. Conference Sessions
MONDAY, JUNE 25, 2012 Field of Study: Accounting 12 p.m. – 1:45 p.m. Rebecca Goza, CIA, CISA, CFE, CRISC, CGEIT -
After the session, attendees will be able to: University of Central Oklahoma; American Cancer Society
7 a.m. – 8:45 a.m. Brown Bag Discussion Lunch Nonprofit Stakeholder Interests and Transparency
1. Describe the status of the FASB/IASB convergence
(LHM1) South Pacific Ballroom EF Sanjay Gupta, Ph.D., CMA, CPA - Valdosta State
Building Capability for Today’s agenda and other major projects.
Moderator: Deborah J. Warner - VP, Education University
Challenges 2. Discuss FASB’s XBRL project. & Career Services, IMA A Comparison of the Ethical Behavior of Graduate vs.
Breakfast sponsored by Ledgent 3. Explain what the FASB is doing to improve the The Brown Bag Discussion Lunch is an interactive and Undergraduate Business Students
(BSM1) South Pacific Ballroom EF standard-setting process for its private company informal roundtable session that enables attendees to Gregory Jonas, Ph.D., CMA - Case Western Reserve
Teri List-Stoll - Treasurer & Sr. VP, The Procter & stakeholders. learn, exchange ideas, and network in a fun, relaxed University
Gamble Co. environment. The event is composed of industry Corporate Social Responsibility Reporting Trends:
Moderator: Pemberton Smith, CMA - Senior Program topics, one assigned to each roundtable of nine par- Who, How, and Why?
Manager for Engineering and Operational Services, 10:30 a.m. – 11:30 a.m. ticipants and one facilitator. The facilitator, who is an
Cynthia Lloyd, Ph.D., J.D., CPA - Indiana University —
General Dynamics Information Technology attendee or guest presenter, is knowledgeable in the
CMA Survivor: A Hands-On topic and will encourage discussion and sustain the
Purdue University Fort Wayne
To compete successfully in the current global environ-
ment marked by volatility, uncertainty, complexity, and
Workshop for CMA Candidates conversation over a box lunch. 2 CPE
A Collaborative Project to Advance Learning in
Cost and Managerial Accounting
ambiguity, traditional technical skills are not sufficient. (SCM) Tradewinds CD Session Level: Basic
Amy Ford, CMA, CPA - Associate Faculty Member, Letitia Meier Pleis, Ph.D., CMA, CFM, CPA -
Technical mastery is an important foundation, but it
Field of Study: Various Metropolitan State College of Denver
must be complemented by a contemporary leadership Western Illinois University
After the session, attendees will be able to: Bringing the Real World to Your Students: Using Strate-
profile, emotional intelligence, and strong communica- Lisa Beaudoin, CMA - Director of Educational
Partnerships, IMA gic Finance Articles to Add Realism to the Classroom
tion skills. This overview session will strengthen your 1. Strengthen knowledge of selected industry topics.
leadership skills and provide a foundation to establish Moderator: Mary Strautmann, CPA - IMA Regional Arnoldo Rodriguez, Ph.D. - Webster University
2. Share ideas with and gain insight from experts
a learning culture in your organization. 2 CPE Vice President, Mid-America Regional Council A Model for Capturing and Managing the Costs
and colleagues.
of Corporate Social Responsibility
Session Level: Overview Do you have what it takes to survive the CMA exam?
Attend this interactive session where you will team up Audrey Taylor, Ph.D. - Western Washington University
Field of Study: Personal Development
with other students to get hands-on experience with 2 p.m. – 3:15 p.m. The Airplane Game: Experimenting with Lean
After the session, attendees will be able to: Accounting
actual (retired) CMA exam questions. Learn about the
1. Understand the skills required to succeed in global
Applied Research Roundtable
exam content and process from an IMA expert, then Lourdes Ferreira White, Ph.D. - University of Baltimore
organizations. see if you have what it takes to pass by playing an Discussions The Impact of Production Variance Presentation
2. Strengthen your personal leadership profile. interactive game with an accounting professor. 1 CPE (ARM1) Mariners AB Method on Employees’ Working Behavior
Session Level: Basic Speakers/Topics: Attend the Roundtable Session to learn about new
3. Develop a skill and learning curriculum for your firm.
Field of Study: Accounting Melanie Anderson, Ph.D., CIA, CISA - Slippery Rock research ideas and resources in the field of manage-
University ment accounting. Attendees will have the opportunity
9 a.m. – 10:15 a.m. After the session, attendees will be able to:
Research, Write, Revise, and Report: Integrating Writ- to hear presentations on several topics and will be able
Current FASB Priorities Speaker Roster
1. Understand what is tested on the CMA exam.
2. Identify sections on the CMA exam for which you
ing Assignments into the Accounting Curriculum
Gregory Brothers, CMA, CPA - South Texas
to share their professional experiences regarding the
topics being discussed. 1.5 CPE
(GSM1) Islander Ballroom BCGH already have a good understanding. College of Law Session Level: Overview
Leslie F. Seidman - Chairman, Financial Accounting
3. Understand how to proceed with your preparation Not-for-Profits: What Are They and What Are the Field of Study: Accounting
Standards Board (FASB)
plans to become a CMA. Career Opportunities
Moderator: John Macaulay, CMA - Chair-Elect, IMA After the session, attendee will be able to:
Richard Caldarola, Ph.D., CMA, CFM - Troy University Lisa French - Head of External Relations, The Americas, International BPT1
International convergence of accounting standards, IMA’s 93rd Annual Conference & Exposition The Intersection of Emotional Intelligence and 1. Understand the need for research in management
Integrated Reporting Council (IIRC)
XBRL, and standards setting for private companies are
among the key areas of focus for the FASB in 2012. Achieve Brilliance Corporate Financial Decision Making
Timothy Creel, CMA, CFM, CPA, CIA - Strayer
accounting.
Mark L. Frigo, Ph.D., CMA, CPA - Director, DePaul University
2. Identify five areas of current research in manage-
ERM1.5
During this session, Seidman will provide an overview ment accounting. Director, Public Relations & Communications, IMA
Marc Gerrone - APT1
University Corporate Social Responsibility and Brand
of the FASB’s priorities, a status update on its major
Equity: An Examination of Practices in the Retail Industry 3. Explain how practitioner-academic interaction can
Ronald Gill, CMA, CFM - CFO, NetSuite BPM2
projects, and how they impact your business or organ-
Achieve Brilliance
help advance the field of management accounting.
ization. A question and answer period follows the Our enlightening presenters. Ann Dzuranin, Ph.D., - Northern Illinois University Rebecca Goza, CIA, CISA, CFE, CRISC, CGEIT - University of Central Oklahoma; American Cancer Society ARM1
presentation. 1.5 CPE The Effect of Tangible and Intangible Noncash
Learn about specific accounting and finance topics, as well as leadership andon Satisfaction and Performance in a
Rewards other career- Sanjay Gupta, Ph.D., CMA, CPA - Valdosta State University ARM1
Session Level: Overview
enhancing subjects from leading experts and academics. Gain from their wisdom and valuable in-
Production Setting Jason Haggar - Senior Director of Sales & Marketing for Platform Evangelism, Microsoft Corp. GST2
sight as they share their perspectives on the latest industry trends, techniques, and best practices.
James Martin Hall - Corporate Controller, Helix Energy Solutions Group BPT2
• 24 • Meet these captivating thought leaders throughout the week and draw upon their inspiration to • 25 •
Richard K. Harrison - Pawn Star/Owner, Gold and Silver Pawn Shop GST1
light your passion and achieve brilliance.
Robert H. Herz, CPA, FCA - Former Chairman, Financial Accounting BSW1, GSW1
Standards Board (FASB)
Rosemary Amato, CMA, CISA, CPA - Director, Deloitte Touche Tohmatsu Ltd. BPT1.5
Roderic Hewlett, DA, CFM, CTP - Dean, College of Business, Bellevue University PCW5
Melanie Anderson Ph.D., CIA, CISA - Slippery Rock University ARM1
Daniel M. Hill, Jr., CMA, CFM - Sr. VP, CorePROFIT Solutions Inc. BPM2.5
Bobbe M. Barnes, CMA, CPA, CGFM - Managing Director, Acumen Global Training, LLC PCW2, PCW4
Terrence Hobdy - Senior Manager, Accenture BPT2.5
David Barnett - Cost Accounting Supervisor, Synthes USA TES
Gregory Jonas, Ph.D., CMA - Case Western Reserve University ARM1
Lisa Beaudoin, CMA - Director of Educational Partnerships, IMA SCM
Thomas Klammer - Regents Professor Emeritus, Dept. of Accountancy, University of North Texas SCM2
Mark M. Bielstein, CPA - Partner, KPMG LLP ERT1
Wayne L. Knabel, CPA - CFO, The Gorman-Rupp Company LHT1
Debra L. Bloom, CMA, CFM - Accounting Instructor, Mitchell Community College TET1
Julie Kowalski - Executive Director, Spizzerinctum Group LLC PCW3
Kristine Brands, CMA, CPA - Assistant Professor, College for Professional Studies, Regis University BPT2
C.S. “Bud” Kulesza, CMA, CFM - ITT Automotive (Retired) PCW6, BPS
Gregory Brothers, CMA, CPA - South Texas College of Law ARM1
Bob J. Laux, CMA, CPA - Senior Director, Financial Accounting and Reporting, Microsoft Corp. GSW1
Richard Caldarola, Ph.D., CMA, CFM - Troy University ARM1
Todd Leombruno - Director of Lean Enterprise Systems, Parker Hannifin Corp. SCT1
Michael D. Capellas - Chairman, VCE - The Virtual Computing Environment Company BST1
Oscar S. Lewis, Jr., Ph.D., CBM - Adjunct Professor of Finance, Ashford University LST1
David M. Cieslak, CPA, CITP, GSEC - Principal, Arxis Technology, Inc. ERT2.5
Marc Linden - CFO, VP/Finance and Administration, Intacct ERT2.5
Angela Clancy, CA - Senior Manager, PPB Advisory ERT2
Eisar Lipkovitz - VP, Engineering, Google BPM3
Gary Cokins - Manager, SAS Institute SCT2
Teri List-Stoll - Treasurer & Senior VP, The Procter & Gamble Co. BSM1
David Colgren - CEO, Colcomgroup, Inc. PCW1, BPM3
Cynthia Lloyd, Ph.D., J.D., CPA - Indiana University—Purdue University Fort Wayne ARM1
Stephen M.R. Covey - Practice Leader, Franklin Covey’s Global Speed of Trust Practice GSW2
Chris Martenson, Ph.D. - Founder, Peak Prosperity GSS1
Timothy Creel, CMA, CFM, CPA, CIA - Strayer University ARM1
CJ McNair-Connolly, Ph.D., CMA - Honorary Principal Fellow, University of Wollongong SCS
Christopher A. Dashner - European Group Controller, Parker Hannifin Corp SCT1
J. Stephen McNally, CPA - Finance Director/Controller, Campbell Soup Co. ERM1, WLF
Jay A. Dawdy, CMA, CFE - President, Gryphon Investigations ERT2
Norman Meonske, Ph.D. - National Online Instructor, Becker Professional Review;
Paul Dunn, CMA, CPA - Executive Director, Ernst & Young BPM1 Professor Emeritus, Kent State University LSM1.5
Ann Dzuranin, Ph.D. - Northern Illinois University ARM1 Brad J. Monterio - Managing Director, Colcomgroup, Inc. BPT1
Irit Eizips - Solutions Consultant, Host Analytics BPT2 Geoffrey S. Norby, CMA, CFM - Finance Director, Johnson & Johnson LSM2
Amy Ford, CMA, CPA - Associate Faculty Member, Western Illinois University SCM Dan O’Brien - Product Marketing Manager, IBM BPM1.5
• 42 • • 43 •
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Institute of Management Accounting (IMA)
Montvale, NJ
IMA’s 93rd Annual Conference & Exposition Event Concept and Application for Various Print and
June 23 - 27, 2012 • Las Vegas, Nevada Online Material for 2012 Annual Conference
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June 23 - 27, 2012 • Las Vegas, Nevada www.imaconference.org
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