Calendar of Events

Simply click on a month from the list below to view that month's events.

Once you are in the correct month, click on the Speaker's name for their Biography or click on the Restaurant for Directions.

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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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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October 27, 2007 Mid America Council Meeting
Interest: IMA Mid America Council Meeting
Location: The Dial Corporation
2000 Aucutt Rd, Montgomery, IL 60538
Start Time: 9:00 a.m.
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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.
Back to the beginning
   
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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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.
Back to the beginning
January 26, 2008 Mid America Council Meeting
Interest: IMA Mid America Council Meeting
Location: Ideal Industries, Becker Place
1000 Park Ave, Sycamore, IL 60178
Start Time: 9:00 a.m.
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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.
Back to the beginning
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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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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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.
Back to the beginning
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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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
 
IMA - Heart of Wisconsin © 2008

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