Please join us for the social event of the year!

Thursday, April 3, 2014 


Boston Marriott Newton

On Thursday, April 3, FEI Boston, in collaboration with The Treasurers' Club of Boston, Boston Women in Finance, ALPFA, the National Association of Black Accountants, CFO Roundtable, the National Association of Asian American Professionals, the Boston Chapter and Northeast Regional Council of the Institute of Management Accountants, Conexion and FENG invite you to join your fellow CFOs at the Marriott Boston Newton for cocktails, nosh and a great evening of networking.


Click here to register now!


Sponsored by:




Please join us September 24th- Affordable Care Act

posted Sep 3, 2014, 5:45 AM by Unknown user

September 24, 2014

Are you worried about the impact the Affordable Care Act (ACA) has on employer health plans? Are you

up to date on the ACA’s IRS reporting requirements? How about the individual and employer mandates?

Come to the Southern Maine Chapter of the Institute of Management Accountants’ September meeting

to learn about these concepts and how small and large employers are dealing with these new requirements.

About our speaker:

Alan Parks is the AVP and Benefit Consultant for Alliant Insurance’s New England office based in Portland,

ME. Alliant Insurance is the 11

th largest insurance brokerage in the US, and the 3rd largest privately held

brokerage. Alliant caters to the mid- to large-employer market (100-5000 employees), including international

companies with US subsidiaries, with a full array of consulting and brokerage services including account

services, data analysis, benefit advocacy, compliance, wellness and employee communications.

Alan has more than 18 years of experience in employee benefit consulting. He specializes in designing strategic

benefit plans and creating alternative funding strategies for mid-sized and large employers. Alan is a

licensed life and health insurance consultant, and has in-depth experience leading organizations through the

benefit challenges of mergers and acquisitions. Alan graduated from Bowdoin College in Brunswick, ME

where he earned his BA in Government and Legal Studies. He is a former president of the Maine Association

of Health Underwriters (2011-2013) and has served on many non-profit boards in the Portland area over

the years.

May 28th Meeting- Please Join Us.

posted May 5, 2014, 1:27 PM by Unknown user

Hot Topics for Retirement Plan Fiduciaries- Presented by Barbara A. Appleby- Principal of BerryDunn Wealth Management and Kristin Guibord-Senior Investment Manager.
Wednesday May 28th, 2014
USM, 88 Bedford Street
Abromsom Center Room 214/215
5:00-6:00 Program
Cost: Members $20/Non-member $25
Students- Free
Hors D'oeuvres and refreshments will be served.
Please RSVP to

Save the Dates!

posted Apr 24, 2014, 7:18 AM by Unknown user

More information soon, but please save the date for upcoming meetings.
May 28th- Berry Dunn will be presenting on 401K Hot Topics
July 29th- Potential topic Affordable Care Act
September 24th- Potential topic Computer Security
November 12th- Potential topic Sales and Use Tax- Hidden dangers to be aware of.

Do you have a topic that you would like to learn more about? Your suggestions are appreciated.

Interested in Joining the Board

posted Mar 18, 2014, 9:36 AM by Unknown user

We have several positions available to help grow the chapter.
Administration VP
Communication VP
Professional Education VP
Membership Assistant
Director Positions.
Please contact Genevieve Straight or call 207-772-1900 for more information.

Save the Date/May 28th.

posted Mar 17, 2014, 12:28 PM by Unknown user   [ updated Apr 24, 2014, 7:19 AM ]

May 28th- Berry Dunn speaks on 401K Hot Topics
4:30- Check In/Networking
5-5:50- Presentation
5:50- 6:30 networking/close
Location- USM

Please Join us for our March 26th Chapter Meeting

posted Mar 4, 2014, 5:15 AM by Unknown user

Robert Brown the founder of The CPA Solution, LLC, will be speaking on "Fraud and Internal Controls"
We hope to see you there.

Join Our Group On LinkedIn

posted Feb 19, 2014, 9:09 AM by Unknown user

IMA’s Salary Survey

posted Dec 22, 2009, 11:04 AM by chris cloutier

IMA’s Salary Survey Featured in USA Today Snapshot
IMA®’s 2008 Annual Salary Survey and importance of certification made national news with a USA Today Snapshot. CMAs have greater earning power than their noncertified peers ($125,600 versus $95,974). To view the USA Today Snapshot, click here. From USA TODAY, a division of Gannett Co., Inc. Reprinted with Permission

New CMA Exam Format

posted Dec 22, 2009, 11:03 AM by chris cloutier

On November 24, 2009, ICMA announced a change to the format and curriculum of the CMA exam program, beginning May 1, 2010.
To ensure that the CMA remains the most appropriate designation for accountants and financial professionals in business, the Institute of Certified Management Accountants (ICMA) announced a change to the format and curriculum of the CMA exam program.

Beginning May 1, 2010, the CMA exam will consist of a two-part format focusing on the critical skills of financial planning, analysis, control and decision support. Testing for the current four-part CMA exam format will continue through December 31, 2010.

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