San Diego Chapter Newsletter

IMA San Diego Chapter News
August 2021

 Mark your calendar!

  • August 18th Controller’s Council – Economic Update and Outlook
Our August speaker will be economist Bill Greiner, Chief Economist for Mariner Wealth Advisors.  As the US emerges from the COVID pandemic at varying rates, making sense of where the economy is headed is a big challenge. Bill Greiner will bring his data-driven perspective to help us sort it out.
Due to the increase in COVID cases in San Diego County, we will be holding this event via Zoom
When:  August 18th from 11:45 AM to 1:00 PM (PT).
    • 11:45 - 12:00 Technology time and networking;
    • 12:00 - Speaker starts;
    • 1:00 – Adjourn.
Where:      Via Zoom – link will be sent to all registered attendees 1-2 days before the event.
Please RSVP at using the button at the bottom of the page.


  • August 20th Joint CPE Event with the IMA Wild West Council
The Wild West Regional Council is an IMA organization consisting of chapters in Southern California, Arizona, Southern Nevada, Utah, and New Mexico.  They meet quarterly in different cities in the Southwest for CPE, information sharing and networking/social events.
For their August meeting in San Diego, the organizers have arranged the following continuing education sessions on Friday, August 20th:
1:00 – 2:00 PDT
The Modern Accounting Approach: A Practical Case Study using BlackLine software– Patrick Schmidt, Senior Solutions Consultant, Blackline.   Patrick Schmidt is a CPA with over three years of public accounting experience and more than five years in the pharmaceutical industry.
This presentation will describe:
    • Transform the way accounting departments work by reducing less-rewarding tasks, resulting in better attraction and engagement of top talent
    • Understand the power of automation and how it strengthens accounting organizations
    • Case study – a day in the life with Blackline. If you still close with lots of spreadsheets, lots of emails, and lots of paper-based processes—all done manually—this session will give you insight into the modern accounting experience and show you what the accounting automation is all about.
This session will be presented using IMA’s online platform ON-24. Registration is at Modern Accounting Approach Registration
2:15 – 3:15 PDT
Peace of Mind Banking and Anything Else You Wanted to Ask a Banker - Jay McCabe, CPA, Vice President, and Relationship Manager with the Middle Market Banking Team at Comerica Bank in San Diego. With over 15 years commercial banking experience in San Diego, Jay draws upon his diverse professional background including experience in public accounting with Deloitte, and operational and finance roles with Toys “R” Us and Qualcomm.  He also owned, operated, and successfully sold a small business, so he knows the life of an entrepreneur
    • There’s a lot happening in the banking world these days - PPP loans, cyber fraud, record low interest rates and LIBOR going away.  Jay will touch on these topics, as well as pull back the curtain and discuss what banks really care about when making a loan to a company.  After Jay’s talk you will have a grasp of the significant issues facing the industry and understand yours, or your client’s, bankability.
This session will be presented using IMA’s online platform ON-24.  Registration is at Peace of Mind Banking Registration
Other events for the weekend include (All IMA members welcome!):
    • group networking dinner Friday night, August 20th, location to be confirmed;
    • Council business meeting 9:00 AM – noon, Saturday morning August 21st at Country Inn & Suites - North .
    • Saturday afternoon social/networking tour of Old Town San Diego
    • Group networking dinner at the Shores Restaurant in La Jolla Saturday night
    • For more information and a complete list of Council events that weekend, go to
  • September 15th Controller’s Council – Changes in Business Valuation During and After COVID
Our September speaker will be Brian Brinig, Managing Director of CBIZ in San Diego. The pandemic has caused business evaluators to take a creative look at the basis for determining representative earnings using (or NOT using) historical data and carefully considering the basis for earnings projections in the application of the discounted cash flow analysis.  Some businesses suffered terribly during 2020-21 while others weathered the storm nicely.  Competent business appraisals must consider the realities of the market and the effects of income interruption in the determination of fair market value. 
Note:  This event is tentatively planned to be in-person.  We will continue to monitor Public Health guidance and regulations and may move it to virtual.  All registrants will be notified of any change in venue.
When:  September 15th from 11:30 AM to 1:00 PM (PT).
    • 11:30 - 12:00 Registration, lunch, and networking;
    • 12:00 - Speaker starts;
    • 1:00 – Adjourn.
Where:      CBIZ, 13500 Evening Creek Drive North, Suite 450, San Diego, CA 92128.
There is no cost for this event.
Please RSVP at using the button at the bottom of the page.

Volunteer opportunities 

Back to school time is a great time to invest in your networking and leadership experience by volunteering with IMA.  At the local level, we are forming committees to help with communications, and arranging professional education and networking events, and engaging our members. The committee approach is structured to accommodate members’ time constraints and other commitments. 

Sound interesting?  Contact us through the chapter email – for more information.

Around IMA

  • As the latest member benefit, all IMA Ethics Series courses are now complimentary
  • IMA nearing 100,000 CMAs. As of July 16th, IMA has issued 99,177 CMA certifications since the program’s inception. Want to join them?  Check out information on our website certification page.
  • IMA’s annual Student Leadership Conference will be held virtually on Friday November 5th. Registration opens on September 7th.  The theme of this year’s conference is “Virtually Unstoppable”.  Go to and click on the Events tab for more information.
  • Nominations are now open for the IMA Global Board of Directors terms starting July 1st, 2022. Applications are due by August 31st and can be submitted via

 2021-2022 Chapter Board of Directors

Thank you to our volunteers for helping us to serve our members! 

 Board members can be contacted either through MyIMA Network (formerly LinkUP IMA)  or our chapter's email address (

Want to get involved?  A brief description of each position is  on our website.  To volunteer for an open position, contact one of the volunteers listed below, or send us an email. We can tailor positions to fit your interests and time availability - just ask.




Richard Schaper


Juventino Gaytan

Past President

David Villasenor

Vice President - Administration



Jim Carr


Pem Smith (acting)

Vice President - Engagement

Andrew Webber

Vice President - Education


Director - CMA Programs

Nicole Chen

Director - Controller's Council


Vice President - Communication

Pem Smith

Director - Newsletter and Email



Pem Smith (Acting)

Associate Webmaster


Director - Social Media

Juventino Gaytan

Director - Campus Influencer Program

Dan Goldzband

Director - Academic Relations (University of San Diego)

Mark Judd

Director - Academic Relations (UCSD)

Dan Goldzband

Director – Academic Relations (SDSU)

Julie Hansen

  A PDF version of the newsletter is posted in the Chapter Library along with past newsletters