2013-2014 Events

Minneapolis IMA Institute of Management Accountants


$20 IMA Member

$30 non-Member

24 September 2013 | Interlachen Country Club

Martin Hoesley, MBA | Protiviti

Director, Business Performance Improvement

5:30p Check-in + Networking / 6:00p Dinner

What concerns are top-of-mind for CFOs and other finance professionals in today’s continued slow-growth environment?  Where are top companies focusing their finance and accounting energies now?  The 2013 edition of Protiviti’s annual Finance Priorities Survey provides these insights, taken straight from senior executives’ responses.  This session will be a discussion of key trends and changes in priority versus prior years.  Some high-priority items are expected, like dealing with the Affordable Care Act and increased attention to treasury concerns in today’s rising interest rate environment.  The session will also cover more surprising findings that suggest a renewed concern with fundamentals in analytical reporting and organizational effectiveness.  Attendees are encouraged to share their experiences and opinions in this interactive session, and Protiviti will discuss their view on how leading organizations are Advancing Finance.


$75 (incl meals) 

22 October 2013 | Saint Cloud Holiday Inn

Kate Mooney, Fraud + Forensics

Nancy Zaworski, Leadership

Amy Fredin, Ethics

Gary Owen, Presentation Skills

7:30a to 5:00p

Joint meeting with the Saint Cloud Chapter.  Must RSVP by 12 October 2013.


$20 IMA Member

21 November 2013 | HB Fuller Corporate Offices

Susan P Edwards, CMA CPA CLCP

6:00p Check-in + Dinner

Joint meeting with the Saint Paul IMA Chapter.


Susan P. Edwards of Enlighten Management Consulting, Inc. is a highly accomplished senior Finance Leader with over 25 years of experience in manufacturing and consulting. She is a CMA, CPA, Six Sigma Green Belt and Certified Life Coach.


Susan has been working with manufacturing companies to create long - term value through the identification of value drivers and creation of tools designed to deliver performance improvements.  Implementation of direct costing/contribution margin accounting and management/operations reporting tools designed to provide relevant, timely reporting of KPI's have proved to provide opportunities for top line margin expansion and delivery of additional earnings to the bottom line.  


$20 IMA Member

$30 non-Member

22 January 2014 | Interlachen Country Club

Theater of Public Policy

5:30p Check-in + Networking / 6:00p Dinner

Joint meeting with the Saint Paul IMA Chapter.


Bring a guest and/or your spouse as the Theater of Public Policy explores big ideas using improv comedy. Based in Minneapolis, MN, they have traveled all over the state to perform in front of diverse audiences on a wide range of topics.

16 CPE

$495 IMA Member

$595 non-Member

6 February 2014 + 13 February 2014 | Hamline University Minneapolis Campus

APICS Twin Cities Chapter

8:00a to 5:00p (both days)

Strategic Value Chain and S&OP: A Simulation Workshop is a NEW 2-Day Learning Event utilizing an exciting learning format called "Experiential Learning".  Working in teams, participants represent the functional roles of Operations, Purchasing, Sales, and Supply Chain as they are challenged to consider corporate strategy and business objectives, means to effectively put strategy into action, contemporary business issues and trade-offs, and the need for structured decision making processes such as Sales and Operations Planning (S&OP).


Unique Learning Event

  • Highly interactive web-based business simulation

  • Sophisticated experiential learning tool

  • Rewarding team building opportunity

  • Advanced way to make collaboration measurable

  • Proven method to initiate change

  • Opportunity to increase cross-functional awareness

  • Leading tool to optimize S&OP


Who will benefit from this course?

From Directors to Planners, and from Finance to Supply Chain and Sales, this workshop is an ideal development opportunity for cross-functional teams, S&OP leadership groups, development programs, and all those involved in optimizing the value chain to increase business performance.


Learning Outcomes:

  • How to create an operations strategy consistent with business needs

  • How to create a planning process for S&OP

  • How to implement and maintain S&OP

  • How to make correct decisions regarding trade-offs and challenges faced by businesses today

  • How to work collaboratively and communicate effectively


Open competition: Ideal for team building and increasing cross-functional awareness of the end-to-end supply chain.

3.0 CEUs


25 February - 29 April 2014 | University of Saint Thomas Minneapolis Campus

CMA Part 1 Review Course

Financial Planning, Performance and Control

This program will help prepare you for CMA Exam Part 1 by covering the following topics found on the exam:


  • Planning, Budgeting and Forecasting

  • Performance Management

  • Cost Management

  • Internal Controls

  • Professional Ethics


Part 1 is offered in weekly 3-hour evening sessions and meets for 10 weeks.


Cost: $1,395 (3.0 CEUs) per participant includes tuition, learning material and refreshments.


All sessions are conducted at the Downtown Minneapolis campus


Registration deadline is one week before start of program.

Up to 16 CPE

$250 Both Days

$150 One Day

24-25 April 2014 | Hilton Garden Inn Eagan

Spring Regional 2-Day Conference



  • Leadership by the Numbers, Presented by Bud Kulesza, Former IMA Chairman

  • IRS Criminal Investigations, Presented by Vicki Petricka, Special Agent IRS-CI

  • Using Technology to Improve Communication and Access, Presented by Brad Monterio, IMA Board Member

  • Business Ethics, Presented by Ron James, University of St Thomas Center for Ethical Behavior



  • Minnesota Economic Health, Presented by Laura Kalambokidis, Minnesota State Economist

  • COSO and Internal Control, Presented by J. Stephen McNally, Controller Campbell Companies

  • Minnesota Sales Tax Presentation, Presented Sarah Hopkins, Mike Miller & Jim Manson

  • Risk Management, Presented by Greg Schu & Brent Olson, McGladrey

$50 per attendee

14 May 2014

Minnesota Business Ethics Award Luncheon

The Minnesota Business Ethics Award (MBEA) was founded to highlight the importance of high ethical standards in the Minnesota business community. This year MBEA will celebrate its 15th year of recognizing MN businesses that have exemplified and promoted ethical conduct for the benefit of the workplace, the marketplace, the environment and the community. IMA Minneapolis is an Endorsing Organization for the MBEA and we encourage our members to attend the luncheon.

28+ CPE

Link to Pricing


Group hotel rate

$179/night if booked

before 30 May 2014

21-25 June 2014 | Minneapolis Hilton Downtown

IMA Global Conference

Join us in Minneapolis to accelerate your top-line growth

IMA's Annual Conference and Exposition is an invaluable opportunity to network with business colleagues, acquire industry knowledge, and remain current with the latest professional standards and trends. Gain insightful perspectives from the dynamic guest speakers, while earning valuable continuing education credits.

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