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September
18, 2007 Meeting |
| Speaker: |
William H. Love,
CMA, CFM, University of Wisconsin -Stevens Point Professor |
| Topic: |
Ethics: Seven Lessons from the Andersen
Frauds & Ethics: Case Studies Discussion Hour (optional) |
| Topic Briefing: |
The first one hour lecture will be about
the lessons that can be learned from the Andersen frauds. A
second hour will be offered for those who need to fulfill the two
hours of ethics requirements for CPE. The second hour will
include review and discussion of ethical case studies. |
| Location: |
Emma Krumbees,
Wausau |
| Board Meeting: |
5:00 - 5:30 p.m. |
| Social Time: |
5:30 - 6:00 p.m. |
| Dinner: |
6:00 - 6:30 p.m. |
| Presidents Remarks: |
6:30 - 6:40 p.m. |
| Speaker: |
6:40 - 7:30 p.m. |
|
7:40 - 8:30 p.m. (optional hour) |
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| Back to the beginning |
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October
23, 2007 Meeting |
| Speaker: |
John Pollara, CMA,
2007-2008 IMA Chair |
| Topic: |
"From Backyard Business to Public
Company" |
| Topic Briefing: |
How Mr. Pollara transformed a small
private manufacturing company into a publicly traded company. |
| Dinner Location: |
Sentry World,
Stevens Point |
| Board Meeting: |
5:30 - 6:00 p.m. |
| Dinner: |
6:00 - 6:30 p.m. |
| Presidents Remarks: |
6:30 - 6:40 p.m. |
| Speaker: |
6:40 - 7:30 p.m. |
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| Back to the beginning |
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October 27, 2007 Mid America Council Meeting |
| Interest: |
IMA Mid America Council Meeting |
| Location: |
The Dial Corporation
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2000 Aucutt Rd, Montgomery, IL 60538
|
| Start Time: |
9:00 a.m. |
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| Back to the beginning |
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November
13, 2007 Meeting |
| Speaker: |
Lee Lindgren, Wisconsin Department of
Revenue |
| Topic: |
Sales & Use Tax |
| Topic Briefing: |
General overview on sales & use tax |
| Location: |
Spiedini's,
Stevens Point |
| Board Meeting: |
5:00 - 5:30 p.m. |
| Social Time: |
5:30 - 6:00 p.m. |
| Dinner: |
6:00 - 6:30 p.m. |
| Presidents Remarks: |
6:30 - 6:40 p.m. |
| Speaker: |
6:40 - 7:30 p.m. |
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| Back to the beginning |
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December 11, 2007 Meeting |
| Speaker: |
Jeff Hohn, AAMS,
Edward Jones |
| Topic: |
Retirement Planning |
| Topic Briefing: |
Discussion on Retirement Planning. |
| Location: |
Gulliver's
Landing, Wausau |
| Board Meeting: |
5:00 - 5:30 p.m. |
| Social Time: |
5:30 - 6:00 p.m. |
| Dinner: |
6:00 - 6:30 p.m. |
| Presidents Remarks: |
6:30 - 6:40 p.m. |
| Speaker: |
6:40 - 7:30 p.m. |
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| Back to the beginning |
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January
22, 2008 Meeting |
| Speaker: |
Dr. Dan Dietrich,
University of Wisconsin -Stevens Point Professor |
| Topic: |
Business Writing Skills |
| Topic Briefing: |
Lessons on how to write effective
business emails and proper business letters addressing inside and
outside the office |
| Location: |
Sentry World, Stevens Point
|
| Board Meeting: |
5:00 - 5:30 p.m. |
| Social Time: |
5:30 - 6:00 p.m. |
| Dinner: |
6:00 - 6:30 p.m. |
| Presidents Remarks: |
6:30 - 6:40 p.m. |
| Speaker: |
6:40 - 7:30 p.m. |
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| Back to the beginning |
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January
26, 2008 Mid America Council Meeting |
| Interest: |
IMA Mid America Council Meeting |
| Location: |
Ideal Industries, Becker Place
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|
1000 Park Ave, Sycamore, IL 60178
|
| Start Time: |
9:00 a.m. |
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| Back to the beginning |
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February
19, 2008 Meeting |
| Speaker: |
Jeff Hohn, AAMS,
Edward Jones |
| Topic: |
Outlook and Opportunities Relating to
Personal Finances |
| Topic Briefing: |
Discussion of 2008's economic outlook,
the impact politics and social events may have on the financial
markets, and the importance of maintaining a long-term investment
strategy. |
| Location: |
Tony Roma's, Wausau
|
| Board Meeting: |
5:00 - 5:30 p.m. |
| Social Time: |
5:30 - 6:00 p.m. |
| Dinner: |
6:00 - 6:30 p.m. |
| Presidents Remarks: |
6:30 - 6:40 p.m. |
| Speaker: |
6:40 - 7:30 p.m. |
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| Back to the beginning |
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March 18, 2008 Meeting
(2 Hour CPE) |
| Speaker: |
Sheryl Elliott |
| Topic: |
Change Management :"Who Moved My
Cheese?" |
| Topic Briefing: |
The only constant in business today is
change; businesses today need to be fast, flexible and financially
competitive. Employees need to be fast and flexible. We need to be
able to manage work, family, non-job-related responsibilities, and
personal needs. |
| Location: |
Spiedini's,
Stevens Point |
| Board Meeting: |
4:45 - 5:00 p.m. |
| Social Time: |
5:00 - 5:30 p.m. |
| Dinner: |
5:30 - 6:00 p.m. |
| Presentation: |
6:00 - 8:00 p.m. |
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| Back to the beginning |
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April
18, 2008 LTS & MAC Meeting |
| Interest: |
IMA Leadership Training Session & Mid America Council Meeting |
| Location: |
Northern Illinois
University Outreach Center in Rockford, Illinois |
| LTS Start Time: |
9:00 a.m. |
| MAC Start Time: |
4:00 p.m. |
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| Back to the beginning |
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April 22, 2008 Meeting |
| Speaker: |
Paul Wachowiak, VP,
Paper City Savings Association, Wisconsin
Rapids |
| Topic: |
The Basics of Lending: How to Stay Out
of Trouble |
| Topic Briefing: |
Overview of lending including mortgage,
home equity, commercial and vehicle loans. |
| Location: |
Shooters |
| Board Meeting: |
5:00 - 5:30 p.m. |
| Social Time: |
5:30 - 6:00 p.m. |
| Dinner: |
6:00 - 6:30 p.m. |
| Presidents Remarks: |
6:30 - 6:40 p.m. |
| Speaker: |
6:40 - 7:30 p.m. |
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| Back to the beginning |
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April
25, 2008 CPE Opportunity |
| Interest: |
Intermediate Access Class |
| Location: |
North Central
Technical College, Wausau |
| Start Time: |
8:00 a.m. |
| End Time: |
4:00 p.m. |
|
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| Back to the beginning |
| May
20, 2008 Meeting |
| Speaker(s): |
Christopher M.
Menard, Controller, Wausau Homes
Inc |
| Topic: |
Opportunities and Challenges in the Home
Building Industry |
| Location: |
Vine
& Dine |
Tour:
Wausau Homes |
TBA |
| Social Time: |
5:30 - 6:00 p.m. |
| Dinner: |
6:00 - 6:30 p.m. |
| Presidents Remarks: |
6:30 - 6:40 p.m. |
| Speaker(s): |
6:40 - 7:30 p.m. |
|
|
| Back to the beginning |
