January 2017 Meeting

Topic:  2017 Tax Update

Speaker:  Michael D. McLeskey

Michael McLeskey is a manager in the tax department of Haynie & Company in the Salt Lake City, Utah office. His areas of concentration include corporate income tax, tax provision consulting in accordance with ASC 740 (FAS 109) – Accounting for Income taxes, multistate taxation, partnership taxation, entity selection, S-corporation tax planning and compliance issues, IRS representation and resolution, high net worth individual taxation, and valuation issues.

Michael attended Utah State University in Logan, Utah and obtained a bachelor’s degree in 2008 as well as a master’s degree (MAcc) in professional accountancy with an emphasis in taxation in 2009. Michael joined Haynie & Company’s tax department in 2009 and passed the CPA exam in 2010.

He is a member of the Utah Association of Certified Public Accountants, American Institute of Certified Public Accountants, as well National Association of Certified Valuation Analysts.

Michael and his wife Kara have four children. Michael loves spending time with his family, staying connected with his community, and being involved in his church. In his free time, he enjoys playing tennis, piano, running, playing Ultimate Frisbee, or relaxing with a good book or movie.

When
Tuesday January 17, 2017 from 11:30 AM to 1:00 PM MST
Where
15 E S Temple
Salt Lake City, UT 84150

September 2016 Event- Annual Golf Tournament

You’re invited to participate in the 6th Annual IMA Salt Lake Chapter 9-hole Golf Tournament!  It’ll be a great opportunity to network with peers, get an hour of CPE, enjoy good food and a very nice golf course, and most of all have a great time!
September 16, 2016
11:00 am Social & Registration
11:30 Box lunch & Speaker (1 hour CPE)
12:30 Raffle
1:00 Tee-time (shotgun start)
4:00 Appetizers & Prizes
– Members = $40
– Students = $35
– Lunch & CPE = $30
– Guests = $50
– Hole Sponsors = $250 (includes foursome)
When
Friday September 16, 2016 from 11:00 AM to 4:30 PM MDT

Where
4415 Links Drive
West Valley, UT 84120

July 2016 Meeting

Topic:  National IMA Conference Update
Speaker:  Kevin McKenzie
Kevin McKenzie will presenting an update from the IMA Conference in Las Vegas in June 2016.
When: Tuesday July 19, 2016 from 11:30 AM to 1:00 PM MDT
Where: The Lion House
63 East South Temple
Salt Lake City, UT 84150
Message from the UACPA:
The UACPA Leadership Academy is an intensive and rewarding retreat to develop and enhance the skills needed to propel new professionals into the future.  If you, or someone you know, is interested, please have them apply.  The deadline is July 20th!

April 2016 Meeting

Hello-

As a reminder, we will not have our normal meeting in April at the Lionhouse. Instead, we will be meeting with the Wild West Regional Council on April 22nd.

Here is a PDF Flyer for the event: SLC flyer

*Updated flyer uploaded on 3/30/16

Schedule of Events:

Friday, April 22:

11:30 to 4:00 pm:  CPE and Lunch ($26)

The Role of Leaders in Creating A Culture of Improvement
Slide Deck
Presented by Shahab Saeed, VP and COO, Questar Energy Services
and Questar Inforcomm
(1 hour CPE)

Data Driven Evolution
Slide Deck
Presented by Suzanne Fassler, CMA CAPP, JCPenny AP Director
(1 hour CPE)
Saturday, April 23: 

9:00 am to 12:00 noon:  Chapter Leadership Training

(Live or via Webcast)

Noon to 1:00 pm:   Lunch

1:00 pm to 3:00 pm:  Wild West Council Meeting

Location for Saturday Leadership Training and Meeting:

Spencer Fox Eccles Business Building, Room 1170

University of Utah

Thanks!

 

 

March 2016 Meeting

Click here to view the slide deck.

Topic:  Lessons Learned from Data Analytics

Speaker:  Scott Chandler

Scott is going to cover some of the Data Analytic Tools available, How/Why you should Normalize your data, as well as some real world examples of how to use data to identify trends and provide value-add analysis.

Scott Chandler is the IT Portfolio and a Corporate Planning Manager at Questar Corporation. He graduated with a degree in Finance from Utah State University in 2002 and then went to work for JC Penney as an internal auditor. He then received an MBA from Westminster College in 2013. Scott has over 13 years’ experience working in areas of internal audit and in financial planning and analysis (PF&A) leading teams and performing data analysis. He is also involved in providing litigation support. Through his career he has become a Certified Management Accountant (CMA), Certified Information Systems Auditor (CISA) , and an ACL Certified Data Analyst (ACDA). While he enjoys the various aspects of business, he also enjoys spending time outdoors with family and friends.

When
Tuesday March 15, 2016 from 11:30 AM to 1:00 PM MDT

Where
The Lion House
63 East South Temple
Salt Lake City, UT 84150

Survey- Bring Your Own Device Policy

Hello Salt Lake IMA-

We received the following email from a colleague at Westminster College. If you have the time, please click the link below and complete the survey!

Dear Lauren,

I am an accounting instructor at Weber State University in Ogden, UT. My colleagues and I are conducting a survey about accounting professionals’ perceptions on the policy of Bring Your Own Device (BYOD). Under BYOD, employees bring their own devices for work. According to a survey conducted by Dell and Intel, more than half of the employees are authorized to use personal devices at work. For companies without BYOD policy, 43% of the employees use their personal devices without their employers’ knowledge.

I noticed that you are the membership VP for IMA chapter in Salt Lake City We wonder if it is possible for us to distribute the survey to the members. Perspectives from IMA members will provide us with valuable insights on what management should consider when thinking about adopting BYOD policy.

Here is a copy of the survey:

https://weberbus.co1.qualtrics.com/SE/?SID=SV_6WpRcm1V5meYOj3

Thank you very much for your time.

Best regards,

Lixuan Zhang

January 2016 Meeting

When: Tuesday January 19, 2016 from 11:30 AM to 1:00 PM MST
Where: 63 East South Temple, Salt Lake City, UT 84150
Topic: Annual Tax Update
Speaker: Adam Chamberlain, CPA

Adam Chamberlain has 15 years experience working with both public and privately held businesses. He has extensive experience with C-corporations, S-corporations, partnerships, trusts, and high-net worth individuals. In addition, he has worked in numerous industries including manufacturing, real estate, oil and gas, technology, and professional services. Adam has assisted clients with transaction planning, mergers and acquisitions, tax controversy with taxing authorities, due diligence, and tax provisions for financial reporting under ASC 740.

Click here to view the slide deck.