Council Events

ETHICs: Case Study delivered by IMA's Sandy Richtermeyer UMASS Lowell, MA SAT, NOV 4, 2017

Saturday, November 4, 2017


“Ethics: Case Study” (2CPE) with Dr. Sandra Richtermeyer

& “Balancing and Dealing with Work Stress” (1 CPE) with Martha Deering


Agenda
8:30 AM – 9:00 AM Registration, Coffee and Refreshments
9:00 AM – Noon Educational Sessions (3 CPE’s)
Noon – 1:00 PM Lunch
1:00 PM – 2:00 PM Quarterly Meeting -ALL invited to attend

Cost: $35.00 ($15 full time students with college ID) Please pay at the door.
Please make checks payable to IMA NERC
If you cancel after October 30th, you will be responsible to pay the fee.

Cost includes 3 CPE, morning refreshments and lunch.
Location: University of Massachusetts Lowell, Lowell, MA
Building: Saab Emerging Technologies & Innovation Center (Perry Atrium)
40 University Ave, Lowell, MA

RSVP (limited seats) on EventBrite.com by clicking link:
IMA Members please include with your registration:
Chapter Name and Member #

Getting to UMass Lowell:

From I-495
Take EXIT 35A-B-C toward US-3/Lowell Connector/Burlington/Nashua NH. Then 0.20 miles. Keep left
at the fork in the ramp. Then 0.33 miles. Take the Lowell Connector/US-3 N exit, EXIT 35B-C, toward
Nashua NH. Then 0.11 miles Merge onto Lowell Connector N via EXIT 35C on the left. Then 2.35
miles Merge onto Thorndike St via EXIT 5B. Then 0.70 miles. Stay straight to go onto Fletcher St.
Then 0.82 miles. Turn right onto Pawtucket St. Then 0.11 miles Take the 1st left onto University
Ave. Then 0.02 miles 40 UNIVERSITY AVE is on the left.


Sandra Richtermeyer, Ph.D, CMA, CPA is currently Dean of the Manning School of Business at the
University of Massachusetts Lowell. A native of Wyoming, Richtermeyer began her career at the
University of Wyoming where she worked from 1997-2004 as assistant and then associate professor of
accounting. She then became a professor of accountancy at the Williams College of Business at Xavier
University in Cincinnati, Ohio from 2004-2016 where she also served for seven years as Chair of the
Department of Accountancy and two years as Associate Dean. During her time at Xavier, she also
served a three-year term as the global Professor-in-Residence for the Institute of Management
Accountants (IMA). She also led the IMA Foundation for Applied Research from 2004-2006 (now
known as the IMA Research Foundation) and was in many global leadership roles with IMA including
service on the ICMA Board of Regents. In 2010-2011, she was IMA’s Global Chair.

Active in numerous professional organizations and a frequent speaker on professional development and
leadership topics, she has over 20 years of board leadership experience. She regularly consults and
assists a variety of organizations on governance, strategy and board effectiveness. She has delivered
corporate governance workshops and given presentations to corporate and academic audiences on six
continents on topics related to leadership, corporate governance, internal control and risk
management. Richtermeyer has also served many years on technology and accounting related
advisory committees with Microsoft, PeopleSoft and Oracle, and has authored many articles in both
academic and practitioner publications.

Richtermeyer currently serves as the IMA representative on the Committee of Sponsoring
Organizations (COSO) of the Treadway Commission and on the executive board of the Ohio Society of
CPAs. Over the last several years, she has held many volunteer roles with the American Accounting
Association (AAA) including past service as President of the Ohio Region. She is currently pastpresident
of the AAA Accounting Program Leaders Group.

Richtermeyer has received many teaching and research awards and is a former Ohio Accounting
Educator of the Year as well as an American Women’s Society of CPAs Educator of the Year. She also
currently serves as President of Beta Alpha Psi International. Richtermeyer is a proud “Triple Buff” who
earned her Ph.D. in accounting, M.S. in information systems and her MBA from the University of
Colorado. She earned her B.S. in Management Information Systems and Accounting from the
University of Wyoming. In addition to her academic background, she worked as a CPA for several
years in Denver, Colorado and as a management accountant in Laramie, Wyoming.

----------------------------


Martha Deering, MA, CAGS, LRC, CRC, LADC-I, CADC-II, ICAADC, SAP has designed and
presented trainings on a wide range of topics for higher education institutions, healthcare facilities,
municipalities, law firms, corporations, architectural firms, manufacturers, and air/land/and water
transportation organizations. Martha received her Masters and Certificate of Advanced Graduate
Studies from Assumption College. She is a Licensed and Certified Rehabilitation Counselor, a Licensed
and Certified Alcohol and Drug Abuse Counselor, an Internationally Certified Alcohol and Drug Abuse
Counselor, and a qualified Substance Abuse Professional through the U.S. Department of
Transportation.

She has served on the faculties of Boston University School of Medicine – Fetal Alcohol Education
Program, Worcester State College, Fitchburg State College, and Assumption College. She has taught
classes at Holy Cross College, Carnegie Mellon University, Boston College, and Westfield State
University, and co-taught a communications course for Pediatricians at the University of Massachusetts
Medical School. For many years, she developed and presented continuing education programs for the
Massachusetts Department of Public Health – Division of Alcoholism. She has multiple publications in
the fields of Rehabilitation Counseling and Substance Abuse and is a frequent presenter at state and
regional conferences. She has over 20 years of experience working with Employee Assistance
Programs.

 

Tax Update: Business & Personal - Mentoring



Save these Dates!!!
 
January 27, 2018 @ Bay Path University - Longmeadow MA
"Tax Update: Personal & Business" with John Ermer & Israel Perez
"Mentoring…What You Need to Know" with Franklin Adams + Council Meeting


 April 28, 2018 @   TBA
"Retirement Planning" with James Sullivan & Kristen Estep + Council Meeting


September 23 - 25, 2018 @ Hilton Doubletree - Milford MA
IMA NERC Annual Conference