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 11th 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
1 CPE CREDIT AVAILABLE-
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
Cost: Members $20/Non-member $25
Hors D'oeuvres and refreshments will be served.
Please RSVP to firstname.lastname@example.org
More information soon, but please save the date for upcoming meetings.
We have several positions available to help grow the chapter.
Professional Education VP
Please contact Genevieve Straight email@example.com or call 207-772-1900 for more information.
May 28th- Berry Dunn speaks on 401K Hot Topics
4:30- Check In/Networking
5:50- 6:30 networking/close
Robert Brown the founder of The CPA Solution, LLC, will be speaking on "Fraud and Internal Controls"
We hope to see you there.
Please join us on LinkedIn. http://www.linkedin.com/groups/IMA-Southern-Maine-Chapter-7463774/about
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
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.