Hosted by the IMA Columbia Chapter
co-sponsored by the IMA Carolinas Council
October 21st, 2016
SpringHill Suites by Marriott
511 Lady St, Columbia, SC 29201
(803) 978-2333
8:00-8:30 Registration and Light Breakfast; 8:30-4:30 Seminar
Half day option including lunch: 8:00- 1pm OR 12:15-5:00pm
Lunch will be catered by Blue Marlin Catering
Speakers offering 8 hours of CPE credit* include:
http://colaima.imanet.org/register-online
A.M. Session (4 hours)
Jim Fadell, Consultants of the Carolinas – I say “Let’s Talk” You Hear “Let’s Waste Time.” Understanding Communication Styles
Christanna Taylor Elliott Davis Decosimo, LLC – State Tax Considerations for Operating Across State Lines
Eric Wells, Southeastern Insurance Consultants – Affordable Care Act Update
P.M. Session (4 hours)
Jamie Long, Carolinas Council, MRI Network – Ethics Series: Blinded by Pressure
Jada Willis, Willis Professional Services – Attracting, Retaining and Understanding the Millennial Employee
*CPE Information
The IMA Carolinas Council is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417.
Web site: www.nasba.org.
Friday evening:
Past President’s Dinner at 6:00pm at MVista at 701 Lady Street Columbia SC 29201
Please contact Jill Blondo to reserve your spot (Jill....@SealedAir.com)
Saturday Morning:
IMA Carolinas Council Meeting 8am-12pm Breakfast will be included.
All council members, chapter leaders and members are invited
Conference Registration Information and Procedures
Registration begins at 8:00 a.m. and the first seminar begins at 8:30 a.m.
Registration fees include a light breakfast, refreshment breaks, lunch, and course materials.
Please register and make payment via our website
http://colaima.imanet.org/register-online
Select reservations, then select either full day or half day under “Conference Attendance Options”. We prefer for you to pay via the website but we will accept payment via check onsite the day of the event.
Price for full day is $200
Price for half day (including lunch) from 8:00am-1:00pm or 12:15-5:00pm is $125.
All registrations are due by Friday October 14, 2016 at 5pm. Registration will be available at
the door only if space is available.
Should you need to cancel your registration, requests for refunds need to be submitted via email. Please remember to cancel your room reservation directly with the hotel.
For more information and updates, visit the IMA chapter website at http://colaima.imanet.org/
Contacts:
· Anita Sims 803 361-5594 An...@netaonline.org
· Hazel Brazell 803 791-7472 Hazel....@fullservicecpa.com
· Chad Coleman 803 394-0999 Chad.C...@aol.com
Conference Location Directions:
From Charlotte:
Follow I-77 S. Merge onto SC-277 S. Continue onto US 76W Bull Street. Take right on to US 76 Elmwood Street follow to Huger Street. Once on Huger Street take a left on to Lady Street. Parking lot will be on your left immediately after you turn.
From Greenville/Spartanburg
Follow I-26 E to US-176 E/US-21 S/US-321 S (I-126) in Columbia. Take the exit toward Huger St from I-126 E. Once on Huger Street take a left on to Lady Street. Parking lot will be on your left immediately after you turn.
From Charleston:
Follow I-26 W to U.S. 1 N/Augusta Rd. Take exit 111B from I-16W. Use the left 2 lanes to turn slightly left onto Jarvis Klapman Blvd. After you cross the bridge turn right onto Huger Street. Once on Huger Street take a left on to Lady Street. Parking lot will be on your left immediately after you turn.
Hotel Name: SpringHill Suites by Marriott
Columbia Downtown/The Vista
Contact: Randi Sullivan
Address: 511 Lady Street
City, State Zip: Columbia, SC 29201
Phone: 803-978-2333
Fax: 803-978-2334
Email Address: dos.co...@sree.com
Website: www.marriott.com/caesh
Book your group rate for Columbia IMA
Group Name: IMA Continuing Education
Dates: October 21-22, 2016
Deadline for room rate is Sept 21, 2016.
Room Rate: &179.00 USD per Night
Amenities:
CPE DETAILS
8:30 - 9:20 AM
Jim Fadell, Consultants of the Carolinas
I say “Let’s Talk” and You Hear “Let’s Waste Time.” Understanding Communication Styles
Now, more than ever, our ability to positively engage clients and coworkers is critical to our success and job satisfaction. Yet, despite our best efforts, there are some people we just can’t seem to connect with and establish good rapport. In this interactive and fun Session, we learn how to recognize various communication styles, understand people’s motivations and perspectives, and learn how to adjust our approach to more effectively connect with others.
Field of Study: Communications
Level: Basic
Prerequisite: None
Participants of this session will be able to:
· Recognize various communication styles.
· Learn how to more effectively communicate with others.
9:30 - 11:10 AM
Christanna Spring, Elliott Davis Decosimo, LLC
State Tax Considerations for Operating Across State Lines
A discussion on state and local tax considerations for businesses operating in multiple states, including nexus requirements and recent state tax law changes.
Field of Study: Taxes
Level: Basic
Prerequisite: None
Participants of this session will be able to:
· Recognize state nexus requirements for income and sales tax.
· Understand recent state tax law changes.
· Recognize common areas that impact state and sales tax liabilities.
11:20 AM - 12:10 PM
Eric Wells, Southeastern Insurance Consultants, LLC
Affordable Care Act Update
An update for groups and individuals, including on and off exchange rules, insurance products, large employer reporting, and tax implications. Also includes a discussion on the healthcare forecast in our country based on the current political platforms.
Field of Study: Human Resources
Level: Basic
Prerequisite: None
Participants of this session will be able to:
· Understand coming changes to the Affordable Care Act.
· Understand the compliance requirements for large employers.
1:00 - 2:40 PM
Jamie Long, MRINetwork
Ethics Series: Blinded by Pressure
A workshop on ethical responsibility for management accountants. It is important for management accounts to be aware of the incentives for acting unethically as well as the financial costs and reputational consequences of unethical behavior. This case not only provides a real life example of unethical behavior, it also provides the opportunity to explore alternative methods of achieving corporate goals legitimately.
Field of Study: Behavioral Ethics
Level: Basic
Prerequisite: None
Participants of this session will be able to:
· Recognize an ethical dilemma within an organization.
· Identify improper departures from U.S. Generally Accepted Accounting Principles (GAAP) reporting as a means to improve reported results.
· Recognize the appropriate ways to increase profits within GAAP and ethical guidelines.
· Identify an auditor’s role and responsibility when faced with an ethical dilemma.
3:00 - 4:40 PM
Jada Willis, Willis Professional Services
Attracting, Retaining and Understanding the Millennial Employee
A workshop on understanding the millennial generation and what this group is truly looking for in an employer. We will debunk common myths and share best retention strategies.
Field of Study: Human Resources
Level: Basic
Prerequisite: None
Participants of this session will be able to:
· Recognize potential problems in their organization hindering hiring and retaining millennials.
· Learn workable strategies to attract and retain millennials.