Simple Registration

When:  Dec 11, 2020 from 11:45 AM to 4:00 PM (ET)
Community:   Charlotte Chapter


Register as guest

When & Where


Dec 11, 11:45 AM - 4:00 PM (ET)


IMA Charlotte is hosting 4 hours of NASBA approved CPE
Friday, December 11, 2020, noon to 4 pm at a special cost of $25.


Registration at  Limited to 50 attendees!  Deadline Dec 8th


Delivery Method:  Zoom Web link to be provided to registered attendees before event.




11:45 AM Check In


12:00 PM Ethics and Code of Ethics Review


 2:00 PM Remote Working Practices Panel Discussion


See the following for prerequisites, learning objectives, and speaker bios.



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:  Uber and the Ethics of


Sharing:  Exploring the Societal Promises and Responsibility of the Sharing Economy


Program Level – Beginner


Prerequisites – Read the Case Study in advance of the session


Learning Objectives:


This case explores the changes wrought by the "sharing economy", examining the innovations and controversies surrounding the online ride-hailing service Uber. It provides a unique overview of the challenges posed by new business models like Uber's, which use the internet to link individual providers of goods and services to customers. Raising significant economic, social and environmental sustainability issues, it asks: what are the responsibilities of "sharing economy" companies? More specifically, are they merely a "technological platforms" facilitating transactions for private individuals or do they have the same responsibilities as real-world companies such as transportation businesses, hotels and employment agencies?


  • To explore the societal changes brought about by the "sharing economy" model and examine the role of corporate social responsibility and sustainability in developing that new economy.
  • To examine the difficulty of defining the "sharing economy" and explore how various possible definitions influence such companies' responsibilities and how they are regulated.
  • To facilitate discussion of issues such as labor relations and regulatory oversight of companies created by emerging technologies.
  • To explore the potential for greater sustainability through the adoption of "sharing economy" business models.
  • To encourage discussion of positive and negative strategies that technology companies can use to engage with regulators when introducing new platforms and business models.
  • Update of IMA and NCACPA Ethical Standards.




Remote Working Practices Panel Discussion


Field of Study – Management - CPE Credits – 2


Program Delivery Method – Group Live Event


Program Level – Beginner


Prerequisites – none


Session Overview:


Virus or not, online remote working is not going to end.  The panel (with active attendee participation) will review how to more effectively work remotely as a financial professional.  The panel session will include working finance leaders.  It will include four 30-minute sub-topics:


  1. What are the psychological aspects of working from home? How does it impact you as a leader? How does it impact your team members?
  2. People management—how to hire, onboard, give critical performance feedback and/or terminate an employee in an online world.
  3. How to develop and/or maintain those personal relationships in an online environment, as you did in the office.
  4. What technology tools (beyond basics like teleconferencing software) can help enable working with my finance team?


Sub-topic #1 Learning Objectives:


Facilitator—Howard Slutzky


Update coming soon.



Sub-topic #2 Learning Objectives:


Facilitator—David Balcerzak


This session will explore human resource practices, in an online environment, including:


  • Hiring 
  • Onboarding
  • Giving critical performance feedback
  • Terminating an employee



Sub-topic #3 Learning Objectives:


Facilitator—Kevin McCarthy


Update coming soon



Sub-topic #4 Learning Objectives:


Facilitator—Eric Gamble


Professionals that commonly work with the various financial statement have routinely converted them to a common fund, to easily identify changes in their numbers and for comparison to other business' financial statements. A simple 1-variable 2-dimensional graph can provide very meaningful information about these statements.  And, a 2-variable 2-dimensional graph, a scatter plot, might give even more insight.  So, how might accounting and other finance professionals find even more insight from an nth-dimensional analysis?  By using the Pythagorean Theorem's calculation of Euclidean distance.



Speaker Bio:


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 Domtar Corporation, Sea-Land Corporation, Clariant Corporation and BASF. He currently works for Coldwell Banker, the largest residential real estate brokerage firm in the U.S.


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.


Howard R. Slutzky, Psy.D., Johnson & Wales University


Dr. Howard has been a professor of psychology at JWU’s Charlotte campus since 2006. In addition to teaching, he offers numerous health and wellness workshops to students on topics such as stress reduction, dream interpretation, and personal fitness.  Particular areas of interest include emotional intelligence, mindfulness, and positive psychology.  As a practicing clinical psychologist, he has worked in a variety of clinical settings including community mental health, college counseling, and private practice.  He currently runs a part-time private practice where he offers counseling and assessment services.   As an advocate for animal welfare, the environment, and public health, Dr. Howard follows a plant-exclusive diet, hosting multiple campus events and farm sanctuary field trips in an effort to share his knowledge and compassion with JWU students.  


David Balcerzak – Update coming soon


Kevin McCarthy – Update coming soon


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).





IMA Charlotte Complaint Policy:

Please contact Paul Gilles, Speakers Leader, 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 on the day of the event.



**To cancel your reservation please email before the reservation deadline to receive a full refund**




registration type
    All Registrants

Contact Information

Michele Kunnas

(704) 712-1451