President's Message

President's Message - September 2019

     Hope that everyone had a wonderful, adventurous summer. Since my last President’s Message, the Chapter hosted two of my favorite events of the year. In May, Microsoft Consultant Matt Netzley led a session of “Excel Tips & Tricks”. This was a participant led session where the audience presented situations and we learned together better ways to solve problems while making the process easier and the results more usable. I picked up pointers on waterfall charts, tables and inserting shapes. The refresher on slicers was especially appreciated. In June, the Chapter held its annual social gathering at the Civil Society Brewing Company in Abacoa. Benjamin Smith, Civil Society’s General Manager, gave us a tour of the facility. He emphasized their love of brewing and the amount of attention to detail necessary to create beer that is up to their standards. Passion and accuracy are things that brewers and accountants have in common. It was an entertaining and informative journey into a world I know very little about. Thanks to Bill Cray for setting up the event.

     A special shout out and thank you to Mike Tarter. Mike has retired and moved to Tennessee. He is a long time IMA member who has held numerous board positions with the Palm Beach Chapter. His expertise, enthusiasm and humor will be missed. Mike was instrumental in the Chapter obtaining permission to use John C Cassidy Air Conditioning as our meeting place for the last two years. Thank you to Cassidy for welcoming our chapter to their facility. With Mike’s retirement, the Chapter is seeking a new home.

     Join us for our first meeting of the 2019-2020 year. Pat Patterson, President of Corporate Workflow Solutions, will be speaking on the ransomware epidemic (2 hours CPE). I look forward to seeing everyone there.

President's Message - September 2019

     Hope that everyone had a wonderful, adventurous summer. Since my last President’s Message, the Chapter hosted two of my favorite events of the year. In May, Microsoft Consultant Matt Netzley led a session of “Excel Tips & Tricks”. This was a participant led session where the audience presented situations and we learned together better ways to solve problems while making the process easier and the results more usable. I picked up pointers on waterfall charts, tables and inserting shapes. The refresher on slicers was especially appreciated. In June, the Chapter held its annual social gathering at the Civil Society Brewing Company in Abacoa. Benjamin Smith, Civil Society’s General Manager, gave us a tour of the facility. He emphasized their love of brewing and the amount of attention to detail necessary to create beer that is up to their standards. Passion and accuracy are things that brewers and accountants have in common. It was an entertaining and informative journey into a world I know very little about. Thanks to Bill Cray for setting up the event.

     A special shout out and thank you to Mike Tarter. Mike has retired and moved to Tennessee. He is a long time IMA member who has held numerous board positions with the Palm Beach Chapter. His expertise, enthusiasm and humor will be missed. Mike was instrumental in the Chapter obtaining permission to use John C Cassidy Air Conditioning as our meeting place for the last two years. Thank you to Cassidy for welcoming our chapter to their facility. With Mike’s retirement, the Chapter is seeking a new home.

     Join us for our first meeting of the 2019-2020 year. Pat Patterson, President of Corporate Workflow Solutions, will be speaking on the ransomware epidemic (2 hours CPE). I look forward to seeing everyone there.


President's Message - May 2019

     The last Chapter meeting in March was a truly unique experience for me on a personal level. For the first time, I served as the facilitator for our annual Ethics training meeting. The experience gave me a real appreciation for all that Allen Yessman did for the Chapter for many years leading Ethics meetings. Allen always made these sessions appear much more easy and natural than they really are. This is one situation where being a Toastmaster really came in handy. Trying to make an IMA-approved course lively proved to be a challenge unto itself. Fortunately, the Chapter really stepped up its game. There was plenty of interactive discussion as we went through the case of a Texas non-profit being run into the ground. The group developed a variety of ideas about what when wrong along with workable solutions. We were so immersed in the story by the end that several off-the-wall theories about what had happened and was going to happen entertained everyone. I would like to express my sincere appreciation to all the attendees whose involvement in the program made my job easier and the session successful.

     Taking on the March meeting as a new experience gives credence to “America’s Marathon Man” Jerry Dunn’s quote: “Don’t limit your challenges; challenge your limits.” The March meeting expanded my limits and I’m grateful to the Chapter for the opportunity.

     This month, one of my favorite topics is making a return visit. Many of us live in Excel professionally. This month is an update on tips and tricks to make Excel an even more effective tool. Please join us for a 2-hour CPE meeting. I look forward to seeing everyone there.


President's Message - March 2019

     2019 is off to a rousing start at the Palm Beach Area Chapter of the IMA. Our January meeting featured Janet Angeletti of Daszkal Bolton. She briefed the chapter on the impact of the Tax Cuts and Jobs Act of 2017. At last year’s tax meeting, the law had just been passed so the full impact of the law was unclear. Now the comprehensive scope of the tax reform act is becoming more known though there are still plenty of questions. I appreciate Janet giving us her time and expertise. She answered a wide range of questions from members. As tax season approaches, Janet gave us a factual knowledge base to put the revised tax code to its best and most productive use.

     The details of the March meeting are on the last page of this newsletter (scroll all the way to the bottom for the location, time and cost). The Chapter is providing its annual Ethics training. CMAs are required to included 2 hours of ethics in the 30 hours of CPE earned each year. As President, I will be conducting my first IMA training session. I am looking forward to putting my Toastmasters experience to good use. We will be presenting the IMA course “Ethics Series: House Out of Control”.

     Regarding ethics, I leave you with a quote from former Supreme Court Justice Potter Stewart “Ethics is knowing the difference between what you have the right to do and what is right to do.” Please join us for a 2-hour CPE meeting. I look forward to seeing everyone there.



President’s Message - January 2019

      Hope everyone had a blessed, enjoyable holiday season.  The Chapter’s last meeting in November featured Steve Chuilli and Lisa Moore from Capital Realty Advisors.  Steve and Lisa shared experiences and stories from the more than 30 years each of working with Home Owners Associations. Their talk was entertaining and informative.  It gave me an appreciation for the complex balance of clients, developers, government agencies, and home owners they work with on a daily basis.

 

     One of hardest things for many of us to do is to step outside of our comfort zone.  The beginning of a New Year is the perfect opportunity to try something new.  I came across this New Year’s quote from English author Neil Gaiman and it struck home.  “I hope that in this year to come, you make mistakes. Because if you are making mistakes, then you are making new things, trying new things, learning, living, pushing yourself, changing yourself, changing your world. You’re doing things you’ve never done before, and more importantly, you’re doing something.” Seek new adventures and experiences.  There is no better time to start than now.

 

     Traditionally, the Palm Beach Chapter likes to begin the year with an update of the tax changes.  This year promises to be a game changer since the passage of the Tax Cuts and Jobs Act of 2017.  Please join us for a 2-hour CPE meeting. I look forward to seeing everyone there.