here - IMA-Greater Milwaukee Chapter

Our 92nd Chapter Year
Upcoming Events:
March 13th—SEMINAR– Marketing Basics for
Business Professionals
March 16th—Revenue Recognition
April 20th—Negotiating Skills
May 13th—Goodwill Industries Coming Full Circle
NewsLedger
March 2015
PRESIDENT’S ADDRESS—MARY STRAUTMANN
Hello, All!!
addition to a great speaker.
This month brings several great events:

A half day seminar which gives business
THE FIRST DAY OF SPRING (MARCH 20TH). Bet you’re
as ready as I am!!!!!
professionals—like all of us who work in businesses—
an overview of marketing in today’s environment.
So plan to join us for these events, and invite your
This will discuss both traditional and social media
JOIN OUR BOARD!
marketing. Be prepared when your boss decides that
your company needs to “do something” about
promoting the company.


A tour of Sprecher Brewing, followed by a Cuban
dinner and a great presentation on Revenue
Recognition. This is a joint meeting with the CFMA
(Construction Financial Managers Association), so
you’ll have some new people to network with in
friends and colleagues too. The more the merrier!
Like what we’re doing? Then help us build the
momentum! Don’t like what we’re doing? Then be an
instrument of change! Notify Tim Harrison
(TimCMA@hotmail.com) and let him know you’re
interested. Thanks!
Website
LinkedIn
MEMBER SPOTLIGHT
For those of you who haven’t been to a
meeting lately (or even those of you who
Greater Milwaukee Chapter LinkedIn group, but also on a
number of other pertinent LinkedIn sites.
have!), meet Jenelle Roberts.
Jenelle is currently Team Leader—
In her work life, Jenelle is Controller for The Masterson
Company, Inc. In her position, her responsibilities span
Superior Member Value for our Greater
Milwaukee Chapter. She has been a font
over department expenses, costing, fixed assets, monthly
and yearly closings, financial statements, yearly audits, the
of great suggestions, and has done an amazing amount of
work to help get this Chapter moving. She has been
ERP system, and maintaining relationships with outside firms
including Banks and Law Offices. She also works directly
instrumental in getting our Chapter more active on LinkedIn,
and has been posting our events not only on our IMA
with the company’s Tax Firm, which includes preparing the
Research and Development Tax Credit.
Please introduce yourself when you see her!
Stay tuned in— join our group on LinkedIn today!
HIGHLIGHTS FROM THE BOARD OF DIRECTOR’S MINTUES— JANUARY 2015
A Board meeting was held on February 23rd, 2015.
We had Steve Weiss, Senior VP-Global Membership,
Marketing & Business Development with us from IMA
Global.
Current Board members were asked to continue to serve
for 2015-2016 year, and to recruit new members & leaders.
Financials & Minutes that were complete were reviewed and
approved by the Board.
We are still in need of sponsors to assist with Student night,
both donations to pay for student dinners, and for
companies to have a booth at our meeting.
LinkedIn—please visit, post, and comment often. Let’s get
(as of writing this) 165 members in our Group– keep it going!
With attendance not where we would like it to be we engaged
Steve for advice on what he has seen working with local
Chapters and Global. In his short stay in Milwaukee he
became aware of several places that would be ‘hip’ for a Social
like the Iron Horse, and recommended we give a Social
another try. He also let us know the trends for IMA in
general, and for many professional org’s in the USA. IMA
membership is holding, where large organizations like the
AICPA are experiences declining membership. With Steve’s
knowledge & advise we will continue to try new events and
locations and not be discouraged as membership for many has
been lower in recent years.
Minutes will be posted to the website as they are approved.
this active with more faces then just one! We were up to
WHEN WILL WE SEE YOU NEXT?
Friday, March 13th
Monday, March 16th
Small Business Marketing & Social Media
(1/2 Day Seminar)
Revenue Recognition (joint IMA/CFMA Meeting)
In today’s changing environment business
professionals are wearing more and more hats across
their organizations. Social Media and Marketing are
increasingly becoming that next hat as they continue
to be the next big thing. Come out to Alverno
College for a half day seminar to gain some insights,
and take home valuable resources on the basics of
Marketing and Social Media.
This will be a 4 credit CPE event for only $40 per
attendee!
See our website for full details and to RSVP and/or
contribute.
Join the IMA & CFMA at Sprecher Brewing Co. to
learn about the changes with Revenue Recognition.
Mr. Mark Hogan, an Illinois CPA, whose experience
ranges from public accounting (Ernst & Young) to
Controller & Treasurer at Nicor National, to teaching
will guide us thru the recent changes surrounding
Revenue Recognition.
This will be a 1.5 credit CPE event, and the Charity of
Month is the Unity Soup Supper.
See our website for full details and to RSVP and/or
contribute.
Best friends and amazing colleagues are like a four leaf
clover: hard to find and lucky to have.
— Unknown —
SHOUTOUTS!
Shout-out to Stone Fire Pizza for providing a private
party room and plenty of food at the buffet for our
February meeting.
Combine all that food with some amazing advice from
Steve Weiss and it was quite a night!
A special thanks to Steve, Senior VP-Global Membership,
Marketing & Business Development from Global for
joining us at Stone Fire last month!
While in town, Steve also made a corporate visit to
Ogden & Co. Real Estate, where he met with the
accounting staff and discussed IMA and the CMA.
Steve also did a presentation to the UW-M Beta Alpha
Psi group. We extended an invitation to them to attend
our student night next month at Delafield BrewHaus.
VIEWS & NEWS
Movie Time! - Charles Allis Art Museum presents
films nominated for Best Picture—but didn’t win…
Wednesday March 11th—Random Harvest (1942).
Wednesday March 25th—A Letter to Three Wives
(1949).
The Milwaukee Common Council has approved the controversial $124 million downtown streetcar project, Are
you wondering how this will impact downtown real estate? See the article here.
Does your company provide health insurance to its employees? Check out this blog by John Torinus for his opin-
Only $7 General Admission & $5 for students and
Seniors. Or become a Member of the Museum and
attend the show for free!
ion on Scott Walker’s latest idea.
See the Charles Allis Museum for more details or call
(414) 278-8295.
those employees who report to you regular feedback on
their performance? Aleta Norris, a co-founding partner of
City Year Milwaukee announced three new board
members, reported Biz Times. The nonprofit, which
places young people into struggling schools to motivate
students in their educational pursuits, recently added
Cecelia Gore of the Brewers Community Foundation,
Kevin Joy of Heartland Advisors and Cal Schmidt of
Northwestern Mutual.
Is your company faithful about giving employees their annual reviews? Do you, as a supervisor or manager, give
Living As A Leader, a leadership training, coaching and
consulting firm in Brookfield, did a great article on the
importance of this to employees. See her article here.
And, from your IMA-GMC Board of Directors, have a
great month! Attend our events! Eat lots of corned beef
and cabbage, and take it easy on the green beer.