Community Announcements

  • October 2019 Chapter Update

    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 (  

    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 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.