IMA Charlotte is hosting 8 hours of NASBA approved CPE on Friday, December 13th at a bargain cost of $85 for the full day and $55 for a half-day. Included in the program will be 2 hours of ethics and a voucher for lunch at Johnson & Wales. Register now, limited to 50 attendees!
If you wish to register for the half-day program, please note that in the 'additional details' section while registering and select 'Generate an invoice' when prompted for payment. Disregard the invoice. You can pay for a half-day session in person at the event using cash or check. We will issue a receipt upon payment.
Location: Johnson & Wales University, 901 West Trade St., Charlotte Parking validated for the Cedar Street Parking Deck. Registration deadline end of day Dec 12th.
AGENDA:
7:30 - AM Check In
8:00 - AM Andre Gein, Global Financial Bridge, 2 hour CPE on Transforming The Management Accountant to Performance Manager
10:00 - AM Royallen Wiley, Domtar, 2 hours CPE on Ethics in the Corporate World and Code of Ethics Review
12:00 - PM Lunch
1:00 - PM Matthew Black, Bosch Rexroth, 1 hour CPE on Power Query / Power Pivot / Power BI
2:00 - PM Patrick Davis and Bridgett Davis, Ingersoll Rand,1 hour CPE on Implementing Lean Principles
3:00 - PM Eric Gamble, Johnson & Wales University, 2 hours CPE on Blockchain
5:30 - PM Networking Event at Cedar Street Tavern (Please register separately for this session)
See the following provides information for seminar prerequisites, learning objectives, speaker bios.
Transforming the Management Accountant to Performance Manager
Field of Study – Management Services
CPE Credits – 2
Program Delivery Method – Group Live Event
Program Level – Beginner
Prerequisites – none
Learning Objectives:
The why
* Value creator
* Career development
* Make a lot more money
What is your brand
* How does your organization / client see you Today and in the future
* Your choice Value creator remain as is
* What is your brand transformation plan
The program – Running the business by the numbers
The 3 strategic question that create value
The methodology 4P’s
The process
* Diagnostic
* Performance workshop
* Implementation
Speaker - Andre Gien—Global Financial Bridge
Andre is the founder of Global Financial Bridge, an Interactive financial statement analysis and communication system that takes the income statement and balance sheet and converts these documents into a one page financial scorecard. The user is then in a position to measure the impact of their decisions as to how it impacts profitability, cash flow and return on the invested dollar. Answering questions such as what if grow by an additional 6% and invest $xxx in business development and reduce our receivable days by 5 how will that impact our profit, cash and returns.
Some of his selected accomplishments include:
- Major Food processing industries: over a ten year period completed 2 projects identifying $100M in savings and generate an additional $300M gross potential of which about $250M was realized.
- Integrated publishing and printing industry: Identified dysfunction between income statement and balance sheet management that resulted in approximately $80M in cost reduction.
- Fabric manufacturing and distribution industries. Created the position of VP Performance manger. With her staff had a horizontal role of integrating the core competencies with desired financial performance.
- Major contractor to the healthcare industry. Improved gross profit margin by 2%, ROCE% by 3% by changing the way each contract was measured and managed from quote to completion
- Major human capital survey provider. Designed the scorecard management system creating an alignment with the required client interface behavior. Product depth improved by 10%.
- Two major distributors: implemented the GPS (Growth Performance system) designed around the concept of white space management. Producing a very different way in which the front line identified and executed on opportunity. Revenue increase of 10% with zero margin destruction.
- Mining industry. Working capital efficiency program creating 9% improvement in free cash flow. Using a simple but effective process called the money map.
- Software industry. Consulted to the VP of product development with two strategic product goals. One being to head the innovation team in the formulation and design of an interactive command centre the other to create a simpler user interface. Leading to the launch of the next version.
Andre is a South African and Australian Chartered Accountant with a Masters in Marketing and Logistical management. Accountant with a Masters in Marketing and Logistical management.
Ethics in the Corporate World and Code of Ethics Review
Field of Study – Behavioral Ethics
CPE Credits – 2
Program Delivery Method – Group Live Event using Harvard Business School Case Study: "The Parable of the Sadhus"
Program Level – Beginner
Prerequisites – None
Learning Objectives:
- Understand the complexity of corporate ethical dilemmas and approaches to resolution
- Understand and Review the application of the “IMA Statement of Ethical Professional Practice”
- Understand and Review the application of the American Institute of Certified Public Accountants (AICPA) Code of Professional Conduct
- Understand the Sarbanes-Oxley (SOX) requirements for public companies’ code of ethics
- Ethics surrounding the delivery of transparent, accurate and reliable information to shareholders and other users of financial statements.
Speaker - Royallen Paul Wiley - MBA, CMA
Royallen Wiley has extensive experience in progressively more responsible positions in Finance and Accounting for Fortune 100
companies. Among others, he has worked for Sea-Land Corporation, Clariant Corporation and BASF. He currently works for
Domtar Corporation, headquartered in Fort Mill, SC, the leading producer of uncoated free sheet paper in North America,
serving as Finance Director for Domtar’s Fort Mill Accounting Center. Royallen currently serves as President of the Carolina World Trade Association, a non-profit that promotes international commerce in the Carolinas. He was a member of the City of Charlotte Trade Mission Delegation to China in March, 2017 and he is a member of the Clemson University Canada Center Senior Advisory Board. He is currently serving his second term on the Institute of Certified Management Accountants Board of Regents.
Power Query / Power Pivot / Power BI
Field of Study – Computer Software and Applications
CPE Credits – 1
Program Delivery Method – Group Live Event
Program Level – Beginner
Prerequisites – none
Learning Objectives:
- What is Power Query/Pivot/BI
- 2-3 examples where we have used these tools for analysis and report generation
- Overview of some key features of Power Query (combine files, pivot/unpivot, column from example, data types, etc)
- Overview of some key features of Power Pivot (table relationships, Example of DAX expressions, etc)
Speaker - Matthew Black – MBA, CMA, CSCA
Matthew Black is a finance and accounting professional with 8 years of experience combining financial knowledge, data analysis, and strategic understanding to drive improvement. He started with the Bosch Group in 2011 after completion of his studies. The Bosch Group is a leading global supplier of technology and services, generating sales of 78.5 billion euros in 2018. After a series of positions in controlling, accounting, and logistics at locations in MI, SC, and Germany, Matthew moved to Charlotte, NC. He is currently the Business Analysis Manager for the North American operations of Bosch Rexroth, the industrial division of the Bosch Group.
Implementing Lean Principles
Field of Study – Management Services
CPE Credits – 1
Program Delivery Method – Group Live Event
Program Level – Beginner
Prerequisites – none
Learning Objectives:
- How Lean principles, particularly Visual Management, can be leveraged for Finance.
- Leadership support and buy-in is the key component when implementing Lean in a functional environment.
- Improvement in process performance can be seen in the first 90 days when implementing Visual Management in Finance.
Speaker - Patrick Davis
Patrick Davis, NA Process and Operational Excellence Leader, has been with Ingersoll Rand for 21 years. Having led Operations and Lean transformation in the company’s manufacturing divisions early in his career, he led global transformation for the corporate HR function and now guides the NA Commercial Compression Technology Sales and Service business through their Lean journey.
Speaker - Bridgett Davis
Bridgett Davis, Senior Cost Accountant, has been with Ingersoll Rand for 1 1/2 years. Prior to joining Ingersoll Rand, Bridgett was Accounting Department Manager for Honda Manufacturing – Indiana, where she led the Accounting team through Visual Management implementation and 5S modeling, in addition to ERP deployment using Lean methodology in a large scale automobile manufacturing facility.
Blockchain
Field of Study – Information Technology
CPE Credits – 2
Program Delivery Method – Group Live Event
Program Level – Beginner
Prerequisites – none
Learning Objectives:
- Review of Underlying Components of Blockchain Implementations
- Hands-On: Participates' Simulation of a Blockchain Implementation
- Discussion: Potential Blockchain Implementations for Industries Represented in Session
- Video Clip: A Vision of Blockchain To-Be
- Discussion: Blockchain Implementation Disaggregating Established Industries
- Session Wrap-Up
Speaker - Eric Gamble, Johnson & Wales University
Dr. Gamble, is an Assistant Professor at Johnson & Wales University – Charlotte Campus. He is in his 14th year with the University, teaching business management, finance, and entrepreneurship courses, in the School of Business.
- Dr. Gamble received his PhD in Education from the University of North Carolina at Charlotte, where he focused on urban education.
- His MBA in International Trade is from Johnson & Wales University, in Providence RI
- Along with his BS in Computer Systems Management.
Dr. Gamble worked in the hi-tech industry for more than 15-years holding a variety of senior sales, application engineering, and systems engineering position with companies such as:
- IBM
- Oracle
- And two (2) venture capitalist (VC) funded startups in Silicon Valley
- AlphaBlox, sold to IBM and integrated into their DB2 product.
- Yipes Communications, sold in bankruptcy court to lead investor (only to be sold a few years later for more than $800MM).
**To cancel your reservation please email charlotte@imachapter.org before the reservation deadline to receive a full refund**
IMA Charlotte Complaint Policy:
Please contact Paul Gilles, Speakers Leader, pgilles@uncc.edu with any problems, concerns or complaints about the CPE seminar for presentation to the IMA Charlotte Board for resolution. Seminar evaluation forms will be provided at the day of the event.
The IMA Carolina Council is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through the website: www.nasbaregistry.org.