Events

OUR NEXT MEETING IS A JOINT MEETING WITH THE WESTCHESTER-GATEWAY CHAPTER FEATURING FASB PROJECT MANAGER JAMIE DORDIK (6/20/2017 AT THE WATER'S EDGE AT GIOVANNI'S IN DARIEN, CT).

Meeting Agenda

6:00 - 7:00 Social Hour
7:00 - 7:40 Dinner
7:40 - 8:30 Topic Presentation/Discussion
 

 

Last meeting for the 2016-2017 IMA Year

posted Jun 1, 2017, 6:02 PM by Coastal Fairfield   [ updated Jun 1, 2017, 6:24 PM ]

DATETOPIC
Tuesday, June 20, 2017FASB Update: Income Taxes, Cloud Computing, & more


DATESPEAKERS
Tuesday, June 20, 2017Jamie Dordik,Assistant Project Manager, FASB (Financial Accounting Standards Board)



DATELOCATION / START TIME
Tuesday, June 20, 2017Water's Edge at Giovanni's Restaurant
Darien, CT 6:00PM

Schedule of Events - 2017

posted Feb 16, 2017, 4:24 AM by Coastal Fairfield

DATE TOPIC
Tuesday, February 21, 2017 Cost/Price Analysis - An Auditor's Perspective
Tuesday, March 21, 2017 IMA Metropolitan New York Regional Council Meeting
Friday, April 21, 2017 IMA Professional Development Seminar

DATE SPEAKERS
Tuesday, February 21, 2017 Steve Tremblay & Team from EY
Tuesday, March 21, 2017 IMA Metro NYRC Board
Friday, April 21, 2017 IMA Global Staff & various CPA/CMA speakers

DATE LOCATION / START TIME
Tuesday, February 21, 2017 Dakota Steak House, Rocky Hill, CT 5:30PM
Tuesday, March 21, 2017 Artie's Steak & Seafood, City Island, NY 6:00PM
Friday, April 21, 2017 IMA Global HQ, Montvale, NJ 8:00AM-3:00PM

Schedule of Events: 2015 - 2016

posted Aug 19, 2015, 6:05 PM by Coastal Fairfield   [ updated Oct 10, 2015, 9:42 AM ]


                                  Institute of Management Accountants - Coastal Fairfield County Chapter
                                                               2015-2016 Meeting Schedule
MTG DATE TOPIC SPEAKERS
1 Thursday, September 24, 2015 Networking Social No Speaker - Joint meeting w/ IMA-WG & NABA
2 Tuesday, October 20, 2015 Meeting canceled-moved to 3/15/16 Meeting with Gioia canceled-moved to 3/15/16
3 Tuesday, November 17, 2015 Leadership Toolbox Dr. Barbara Tarasovich, Professor - SHU
4 Tuesday, December 15, 2015 UTC Sale of Sikorsky to Lockheed Martin Rachel Muli, VP-Controller, Sikorsky Aircraft
5 Tuesday, February 16, 2016  TBD      TBD
6 Tuesday, March 15, 2016 State of the State (Connecticut) Peter Gioia, VP, Economist - CBIA
7 Wednesday, April 20, 2016 SHU Accounting Students Night Sacred Heart University Students
8 Tuesday, May 17, 2016 Executive Compensation Dr. Daniel Shim, Professor - SHU

Schedule of events for the 2014-2015 Chapter year

posted Nov 25, 2014, 4:17 PM by Coastal Fairfield   [ updated Apr 28, 2015, 1:37 PM ]

FASB Update - Revenue Recognition, by Mary Mazella, FASB Project Manager - Tuesday, October 28, 2014

Corporate Taxes:Trapped Cash, by Russell Engel & Bridget Lyons - Tuesday, November 18, 2014

Tax Changes Update, by David Moseman, CPA, Equale & Cirone LLP - Tuesday, February 17, 2015

Networking for Career Growth, by Matt Bud, Chairman, The FENG - Tuesday, March 17, 2015

Sacred Heart University Student Presentations - Wednesday, April 22, 2015 

featuring 2 teams of students from Professor Daniel Shim's Advanced Management Accounting Class


Next Meeting:

posted Nov 6, 2014, 2:46 PM by Coastal Fairfield   [ updated Nov 21, 2014, 12:11 PM ]

Dinner Meeting Held on
Tuesday, November 18th from 6pm-8:30pm
Red Barn Restaurant, Westport, CT

Presentation on Corporate Taxes

Trapped Cash: When is a Dollar not worth a Dollar

Guest Presenters:

Dr. Bridget Lyons of Sacred Heart University

and Dr. Russell Engel of Southern Connecticut State University


The meeting covered an exciting topic which appeared in the April 2014 edition of IMA's Strategic Finance magazine.  “Trapped cash” refers to cash and liquid investments held by subsidiaries located outside the United States.  Co-authored by our guest speakers, the article uses the technology sector as a case study of the US tax code (with the highest corporate tax rates in the developed world) and associated tax-avoidance strategies.  They examine the magnitude of the issue, consider firm options for “trapped” cash and assess the valuation investors should place on trapped cash. Our presenters discussed their findings and answered consequent questions!

Joint Meeting held on October 28th, 2014 at 6pm

posted Oct 19, 2014, 10:27 AM by Coastal Fairfield   [ updated Nov 7, 2014, 1:19 PM ]

IMA Westchester Gateway

Joint with Coastal Fairfield County Chapter

Technical Dinner Meeting

FASB UPDATE- REVENUE RECOGNITION  

Speaker: Mary Mazzella, Project Manager

Financial Accounting Standards Board

 Tuesday October 28, 2014 at 6PM
Giovanni’s of Darien

Cost: $50 ($40 students/in-transition)

Mary Mazzella works with the FASB/ASB Joint Transition Resource Group for Revenue Recognition.  Before joining the FASB, Mary held various roles at GENERAL ELECTRIC, most recently as Manager of Financial Reporting and Consolidations.

Mary’s career began with Deloitte’s audit practice after graduation from from Iona College with a BBA in Accounting and an MBA in Finance. Mary is also a Certified Public Accountant.

 

Schedule of events for the 2014-2015 Chapter year

posted Sep 12, 2014, 9:06 AM by Coastal Fairfield   [ updated Nov 6, 2014, 3:16 PM ]


FASB Update: Revenue Recognition, by Mary Mazzella - Tuesday, October 28, 2014

(Jointly with Westchester Gateway Chapter)


Corporate Taxes:Trapped Cash, by Russell Engel & Bridget Lyons - Tuesday, November 18, 2014

Tax Changes Update, by Tony Cirone CPA, Equale & Cirone LLP - Tuesday, January 20, 2015

IMA Update, Speaker TBD - Tuesday, February 17, 2015

Networking for Career Growth, by Matt Bud, Chairman, The FENG - Tuesday, March 17, 2015

Sacred Heart University Student Presentations - Tuesday, April 21, 2015


Coastal Fairfield County Chapter Dinner Meeting Schedule for 2013 - 2014 IMA Year

posted Aug 27, 2012, 11:36 AM by Coastal Fairfield   [ updated Mar 8, 2014, 5:32 AM ]


November 20, 2013 -  Retirement Planning with Annuities

March 19, 2014 – Sacred Heart MBA Presentations

New Date: April 15, 2014 – Healthcare Trends


 

Dinner Meetings cost $40 for members and non-members and qualify for 1 CPE credit.


Coastal Fairfield County Chapter Dinner Meetings for the 2011-2012 IMA Year:

posted Sep 12, 2011, 6:23 PM by Coastal Fairfield   [ updated Apr 2, 2012, 9:54 AM ]

September 20, 2011 – Cloud Computing

November 15, 2011 – White Collar Crime 

February 28, 2012 – Tax Reform

March 28, 2012 – Sacred Heart University Students Presentation

April 24, 2012 – Employee Retention

Upcoming events for 2011

posted Sep 6, 2011, 7:24 AM by Coastal Fairfield   [ updated Oct 1, 2011, 8:36 PM by Douglas Boothroyd ]

The Costal Fairfield Chapter is proud to have a schedule of events which you can find on our Calendar.  As we get closer to the event we will send out more information and will keep you informed.
 

1-10 of 16