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 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.

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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 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.
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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.
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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.
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Do you need CPE, but can’t attend Dallas Fort Worth Area IMA dinner meetings?

Starting with the March 21st meeting, the Dallas Fort Worth Area Chapter is pleased to offer live simulcasts of our meetings, subject to speaker approval. When members cannot attend the physical meeting, they will have the opportunity to watch the presentation in streaming video and earn CPE. Initially, during the startup phase, there will be no charge for members who participate; however, longer term there will be a charge (amount is yet to be determined). The presentations will not be recorded; consequently, they will only be available during the live simulcast.

Participants will be required to register in advance (by March 15th for this month’s meeting). Those who do will receive the link and instructions for joining the meeting. CPE will be available for those who participate for
the required amount of time and confirm their participation at various points in the presentation. More details will be available on the website and in the meeting notices.

Please be aware that bandwidth and security limitations of your internet connection may prevent you from participating and earning CPE. Please let us know if and when that happens.
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Building an inspiring and Comfortable Office Space

People are effected by their physical surroundings. That is why many cutting edge companies like Google and Apple maintain expansive campuses with facilities that rival the best private clubs and gyms. Maintaining a comfortable and inviting work space is now essential for increasing productivity and retaining talent. While upgrading offices will require a financial investment the bottom line could improve and you will be more likely to retain your best employees.

Not every company is in the position to build an elaborate campus but that doesn’t mean that a manager can’t improve the office space through less expensive and extensive means. For example, studies have suggested that employees work better in natural light than under artificial light. Selecting an office with a lot of windows and natural lighting can also increase productivity and create a more welcoming work environment. Switching your light bulbs to softer bulbs can also increase productivity and make employees happier. Read More

Creating a Happy and Productive Work Environment

Retaining your employees is essential for ensuring stability and protecting the bottom line. For one, every time an employee leaves you lose valuable skills. Further, training new employees takes time and can cause disruptions in work flows. As such, it is essential to keep your staff happy and committed to your company.

Despite what you might think money is not the only factor for keeping employees committed to your company. Yes, financial considerations will always be important for your employees and no amount of non-monetary rewards will keep employees committed if they are unable to enjoy financial security. Still, once employees are financially secure non-monetary benefits can be very effective in increasing employee retention.

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