Dallas Fort Worth Area IMA – 2019-20 Speakers and Topics

8/15/19 Dinner Meeting*

Session 1 (5:30 PM)

           The U.S. and Texas Economic Outlook by F. Daniel Sanabria (Vice President and Senior Economist, Comerica Bank)

Session 2 (Dinner 6:45 PM, Presentation 7:30 PM)

           Preparing for Robotic Process Automation (RPA): What You Need to Know by Jeffrey Butler (Central Region Practice Director of Risk Advisory Services, Experis)

9/19/19 Dinner Meeting*

Session 1 (5:30 PM)

           Blockchain Explained by Philip Diekhoff, CISSP, CISA (Managing Consultant, BKD Cyber, BKD, LLP)

Session 2 (Dinner 6:45 PM, Presentation 7:30 PM)

           State and Local Tax Update by Dallas Packer, CPA (Director of State and Local Tax, Whitney Penn) and Josh Graham, CPA (Tax Manager, Whitney Penn)

9/27/19 DFW Student Extravaganza (Texas Wesleyan University)

10/17/19 Half Day Mini Conference – Business Planning and Analytics: Learning and Growing to Live Future Ready (4 CPEs)*

Session 1

            Why Budgeting Processes Fail…And How Your Company Can Use Forecasting and Other Techniques to Become Future Ready by Steve Player (Program Director, Live Future Ready)

Session 2

            Using Analytics to Drive Higher Returns by Jim Rushton (Author and Co-Founder of Armeta Analytics)

Session 3

           Growing through Mergers and Acquisitions by Adrien Dubourg, CMA, CPA (Operational Transaction Services – Manager, EY)

Session 4

           Panel Discussion with Steve Player, Jim Rushton, and Adrien Dubourg

11/21/19 Dinner Meeting*

Session 1 (Networking 5:30 PM, Dinner 6:00 PM, Presentation 6:30 PM)

           CMA Ethics – A Case Study by Ronald P. Fory, CMA, CPA, CFE, & CFM 

Schedule of Events (continued)

12/06/19 Joint Meeting with IIA (tentative)

1/16/20 Dinner Meeting*

Session 1 (5:30 PM) 

           Business Continuity by Jeffrey Butler (Central Region Practice Director of Risk Advisory Services, Experis)

Session 2 (Dinner 6:45 PM, Presentation 7:30 PM)

           Cybersecurity by TBD

2/20/20 Dinner Meeting*

Session 1 (5:30 PM)

           Federal Income Tax Update by Jason Lunte, CPA (Senior Manager, Tax Services, RSM US LLP)

Session 2 (Dinner 6:45 PM, Presentation 7:30 PM)

           International Tax Update by Kevin Kao (Manager – International Tax Services at RSM US LLP) and Jacob Booth, CPA (Manager – International Tax Services at RSM US LLP)

3/19/20 Half Day Mini Conference – Small Business

           The Unique Accounting Needs of Family Businesses by Tom Pryor (President of ICMS, Inc. & Mentor)
           SEC/FASB Updates for Small Businesses
           Technology Updates for Small Businesses
           (Possibly include Insperity presentation)

4/23/20 Dinner Meeting*

Session 1 (5:30 PM)

Session 2 (Dinner 6:45 PM, Presentation 7:30 PM)

           Acquisition Integration: Factors to Consider Beyond Corporate Development by Sammy Haddad (Director Financial Management at Grant Thornton LLP)

4/16 – 4/1/20 IMA Texas Annual Conference (Houston)  

5/21/20 Dinner Meeting

Session 1 (4:30 PM)

Session 2 (Dinner 6:45 PM, Presentation 7:30 PM)

           Accounting Update by TBD

* Unless otherwise indicated all meetings are at DoubleTree by Hilton Dallas Near the Galleria (4099 Valley View Lane, Dallas, 75244) ** Topics and speakers are subject to change

Reconcile your resume and Linked In Profile to match your desired outcome

It never ceases to surprise me how a person’s resume barely reflects their current job and especially their Linked In profile.  Furthermore, people are surprised when it is pointed out to them. “I hear you want to be an Accounting Manager, and you have relevant experience, but it’s not reflected in your resume.”

As part of your ongoing career management, treat your resume and Linked In profile as living documents. Each time you have an accomplishment at the office, open your  Word doc, and happily add your new achievement. If you have not had one lately, take the initiative and take a course so you can offer more to your job and team at the office. (www.Udemy.com is a great place to start with affordable courses.)

It will make you more confident too.

Treat your Linked In profile the same way as your resume, i.e., Let’s say you streamlined a process at the office? Add it to your profile. You were awarded a certification, add it to your profile.

Lastly, companies use Linked In to check for consistency. It is a good idea to have a professional picture and include a link to your Linked In profile on your resume. Plus a good Linked In profile will attract recruiters to you.

Now that you have reconciled what you really do to what is in your resume, here are a few tips when applying for jobs.

Do not use header and footers or PDF’s. Depending on the ATS (Applicant Tracking System, otherwise known as the black hole when applying for jobs) used by companies, these cannot see all the information and an old one might just kick you out.

As an example, sometimes someone’s resume comes across with no name or contact information and manually must be reviewed. You can bet companies are not looking at individual resumes to find your contact information.

Speaking of formatting, leave it out! Make your resume easy to read,

For example, Bold your employers and dates, use spell check, and have a friend look at it, spell check does not always know the proper use of here vs. hear. 

Getting back to accomplishments, be specific when listing these vs. just a generic “list of things you do each day.”

We all spend countless hours at the office. Take an inventory of your day-to-day tasks and hopefully, a list of accomplishments. If your column of achievements is in the negative, ask your supervisor what you can do to add more value.

Mary Ann Markowitz is Past President for The Dallas Fort Worth Area Chapter, she assists with speakers and is owner of Mary Ann Markowitz & Associates Recruiting and Career/Life Coaching. www.mamrecruiting.com www.maryannmarkowitz.com

Join us at the IMA Dallas Fort Worth Area Fall 2019 Student Extravaganza!

Don’t miss this unique opportunity featuring IMA Global Board Members, Ashley Gibson, and Loreal Jiles!

The IMA® (Institute of Management Accountants) Dallas Fort Worth Area Chapter invites accounting and finance students to our Fall 2019 Student Extravaganza, jam-packed with the information they need to jump-start their careers and grow professionally. Students will also get to spend invaluable time with employers, accounting/finance professionals, educators, and peers, including members of the IMA Global Board of Directors, Ashley Gibson, Deloitte Advisory Manager, and Loreal Jiles, Upstream ARC at BP Technology Demand Manager.

Event Date and Time:
September 27, 2019
8:45 a.m. to 4:30 p.m.

What to Expect:

  • Discover the many career opportunities available to management accounting and finance professionals from a major DFW employer (as a proxy for other mid-sized to large companies)
  • Gather insights on the impact robotic process automation (RPA) and other new technologies will have on the profession and your career
  • Learn about today’s job market and local companies from DFW employers and recruiters
  • Hear advice from accounting and finance professionals that will help you better prepare for and succeed in your career
  • Discover the power of LinkedIn to help you find your dream job and build your professional network
  • Receive expert guidance on how to improve your resume
  • Learn about resources for accounting and finance students and educators that are available from IMA
  • And much more…

Texas Wesleyan University
Nick and Lou Martin University Center
201 Wesleyan Street
Fort Worth, TX 76105

Ticket Details:
Early Bird – $20 (if registered and paid by 9/10)
Regular – $25 (if registered between 9/11 and 9/20)
Last Minute – $30 (after 9/20 deadline or at the door)

For more information on conference speakers and session topics, visit the IMA Dallas Fort Worth Area Chapter website.

Register Now

IMA Texas Annual Conference April 25 & 26 – Make Your Reservations by April 19 Before Prices Go Up! 12 Hr CPE

APRIL 25-26, 2019 
Drury Inn & Suites  
2880 Dallas Parkway | Frisco, Texas  75034 

Don’t forget to make your reservations for the IMA Texas Annual Conference April 25-26 in Frisco, Texas. Regular pricing ends on April 19th.  

This year, we are pleased to have Dennis Whitney, SVP of the Institute of Certified Management Accountants as one of our speakers.  You can also meet Dennis at the DFW Networking Happy Hour on April 25th.  

What to Expect 

This half-day Power Excel and one-day general CPE conference provides you a unique opportunity to choose from a wide range of exceptional sessions packed with the information you need to grow professionally, while earning 4 CPE credits on Thursday and up to 8.0 CPE credits* on Friday. Expect to be challenged. Expect to be motivated. Expect to leave the event with new knowledge and new ideas. You will also get to spend invaluable time with peers and vendors in a setting that is ideal for networking. 


  • Learn how to unleash the power of Excel from Mr. Excel, Bill Jelen, at the Pre-Conference Workshop
  • Get the latest in digital controllership trends from Ashley Gibson 
  • Protect your company from cybersecurity threats
  • Hear how data analytics can give your company a competitive advantage 
  • Fulfill your CMA ethics CPE requirement delving into ethical dilemmas in the workplace with Danny Goldberg

Optional Activities

Take advantage of our Regular rates before prices go up  and register today! 

For more information and to register CLICK HERE  

The IMA Texas Council includes the following chapters:  Austin Area, Dallas Fort Worth Area, El Paso,  
Houston and San Antonio). 
Special thanks to the DFW Chapter for hosting this event.  

Power Excel” Pre-Conference Workshop with “Mr. Excel” Bill Jelen, April 25th (Prices Increase After 4/19)

You use Excel 40 hours a week, but do you really know how to unleash the power of Excel? Learn cool secrets and tricks lurking on the Data tab. Learn the ins and outs of Pivot Tables (from the guy who wrote the book on pivot tables!). Create slick charts in a single button click. Add thousands of subtotals in seconds. Learn VLOOKUP tricks. Don’t be tortured by bad data any longer.

Participants in the session will receive a copy of Jelen’s book, MrExcel LIVe – 54 Greatest Excel Tips of All Time, a book written to accompany the live seminar.

Jelen loves new questions and will incorporate them in the seminar. Send your Excel questions in advance via e-mail or bring them to the seminar. Jelen promises, “If you use Excel 40 hours per week, you will save 50 hours each year by attending this seminar!”.

Don’t miss out on seeing “Mr. Excel” live Thursday, April 25 from 1:00 – 5:00 pm at the Drury Inn & Suites, 2880 Dallas Parkway, Frisco, TX. For further information and to register go to  http://dfw.imanet.org/events/recentcommunityeventsdashboard. Space is limited, reserve your spot today.

Take advantage of our Regular rates before prices go up after this coming Friday, April 19th, and register today! 

Dinner Meeting & Networking Happy Hour

Dinner Meeting & Networking Happy Hour

Please help us expand our reach and hopefully increase our attendance at our April 16th Dinner Meeting and April 25th Networking Happy Hour, as well as the IMA Texas Annual Conference (April 25 and 26).  Dennis Whitney, IMA VP who oversees the CMA program, will be joining us for the Happy Hour.

You should have received our notice for the April 16th dinner meeting.  The first notice for the Networking Happy Hour will go out later this week.  Please share them with your contacts and groups that may be interested in attending.

Read More


Make the Connection at the IMA Texas Annual Conference – Pre- Conference Event, Thursday, April 27, 2017

Join Randy Dean, MBA – The E-mail Sanity Expert® – for a powerful day of productivity skills development on time, project, people, e-mail, and device/smart phone management!

Randy is the author of the recent Amazon.com e-mail bestseller, Taming the E-mail Beast, and is also one of the most popular speakers on time, e-mail, and related technology management in the U.S. and abroad. Come join him as he provides numerous tips, tricks, and strategies for better managing your time, project, people, ideas, e-mail, information, and smart phone/tablet devices! Most attendees to Randy’s programs walk away with a slew of new tips, strategies and techniques with tools like Outlook, Gmail/Google, and their smart phone/tablet devices for increased productivity, reduced distraction, and better overall performance.
Read More

Economic Growth Will Tighten the Labor Market

The United States recovery is well underway and economic growth in the Dallas Metropolitan area has been picking up. As economic growth continues, hiring managers will find themselves under increasing pressure to both find top-notch candidates and to retain their own staff.

Texas’s Economy is Strengthening
The Dallas metropolitan economy has reported moderate growth in the previous 6 weeks, while nationally hiring has picked up. This could lead to increasingly tight labor markets as the national economy continues to recover and more applicants are absorbed amid increased corporate hiring. Given that Dallas’s unemployment rate is currently at only 6.4 percent, local hiring managers should plan carefully for an increasingly tight labor pool.
Read More

Finding the Best Accounting and Finance Talent

While the national unemployment rate remains high at 7.7 percent, the unemployment rate among accountants is only 4.2%. With such a tight labor market many human resource managers are finding it difficult to fill accounting and finance vacancies.

Competing for local college graduates with accounting degrees can be tough, especially if you are not one of the Big 4 accounting firms. It can be done, however, with some clever planning and effort. Having clever recruiting and staffing practices is essential for small companies who cannot engage in national searches and cannot afford to pay top dollar for recruits.
Read More