Welcome to the IMA Greater Seattle Chapter!

Chapter Events

Chapter News

  • October President's Message

    Attendees had a wonderful treat last Friday with our Fall CPE event at Chateau Ste. Michelle Winery in Woodinville.  The meal was stellar, as were the staff, and we received multiple compliments.  Of course, guided wine tasting after our CPE was a fun treat.  Although unofficial at this point, there were so many positive comments about the venue (food, service, and professional theater) that we are tentatively considering making it a regular biennial stopping point for CPE.

    Susan Wolcott guided us through our annual ethics session with both introspective reflections as well as linkage to more routine national ethical scenarios.  If you really want to get some Susan insights, check out her recent 5-part series from the Journal of Accountancy.

    Corey Weisner, VP of Financial Planning for Ste Michelle Wine Estates and current chapter Board member, provided an in-depth review of the winery business.   His apropos linkage to all twelve (12) testing domains of the CMA credential to the winery business helped emphasize for all of us the value of holding CPE at various local businesses.   The August LEAN event onsite at King County offices was another great example of helping us explore related industries (governmental).   If there are other medium to large companies or non-profits (lunch discussion) who would like to consider hosting an IMA meeting please email the chapter Board (seattle@imachapter.org).  

    CMA Value – On Monday November 11th, 6pm-8pm at the Fairmont Olympic Hotel there will be a national IMA event in Seattle and active members are invited.  From the official invite: “Please join us for an opportunity to engage with other senior accounting and finance leaders in discussions about key issues that organizations of all types and sizes are facing today.”  If you would like more information and may be able to attend please email seattle@imachapter.org for more information (along with your phone # as this event may be easier to discuss via phone given the short registration window - registrations are due at the end of the month).

    Finally, courtesy of Gleim, the chapter was fortunate to hold a raffle for current IMA members and 1 of the 4 applicants to the raffle will receive the Gleim CMA prep materials for free to help pass the CMA as part of their career building.   The raffle was held during our CPE event at Ste. Michelle last week. 

    A generic reminder to all IMA members preparing for the CMA that you get 25% off as a Seattle chapter member, and there is also a discount offered for Seattle IMA members pursuing the CPA for dual certification.

  • September President's Message

    Are you a CMA candidate looking for support with your CMA exam prep?   Through a generous support of the Greater Seattle IMA Chapter, Gleim has offered a scholarship for their Gleim CMA prep materials.   This is being offered in the way of a raffle on October 18th, 2019.   See above for the guidelines on how to earn raffle tickets.

    Current CMAs with peers considering the CMA credential can recommend that now may be an ideal time to join the IMA for all the regular professional benefits, plus this opportunity to earn Gleim CMA prep access.

    Last month many of us attended the King County LEAN presentation which was very interesting.   County staff were accessible to our questions and with a tour which allowed us a bit of an inside view of the process and how staff have grown with the program over the last couple of years.

    Final preparations for the annual Ethics CPE session (to meet the 2-credit ethics requirement) are under way.   Hope to see you October 18th at the Ste. Michelle winery in Woodinville

  • August President's Message

    Are you a CMA candidate?   Considering whether to use either Gleim or Wiley or some other support program to help earn the CMA?   Did you know that as an active Seattle chapter member you could get a 25% discount off the Gleim CMA materials?   Admittedly I did not and thus personally did not get 25% off when I used the Gleim materials for my CMA prep.   I only found out Seattle chapter members have this discount option at ACE in June, so... if you are considering the Gleim CMA prep series be sure to contact seattle@imachapter.org OR better yet email Alexandra Graham  at professor.relations@gleim.com and let her know you are a Seattle IMA chapter member.   Of course, if IMA members are aware of other prep material discounts with other providers please email the Board at seattle@imachapter.org so we can share those too.

    If you have not already signed up for the next event of IMA interest please review/register at https://www.eventbrite.com/e/launching-lean-thoughtfully-monthly-fbod-lean-tour-king-county-tickets-59407474355.   Please note this is not an IMA event, although many of us are attending to learn about LEAN and to enjoy lunch together for networking and sharing after this unique experience.

    Be sure to reserve October 18th on your calendar as well.   We are finalizing plans for a 3-hour lunch and CPE event including those CMA required two (2) hours of ethics CPE.  More coming very soon, so here's the heads up to start setting those work schedules to accommodate this 12noon to about 5pm event in Woodinville.  Hopefully most CMAs and CMA candidates will get this time off from work as professional development/CPE training time and not have to use personal PTO.  Be sure to share with your employer the importance of these community learning experience as part of professional development so we can see you at these events without burning PTO.


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