San Diego Chapter Newsletter

IMA San Diego Chapter News
August 2020


Mark your calendar!

Controller’s Council – Economic Update

  • Please join Mariner Wealth Advisors' Chief Economist Bill Greiner for an update on the economic outlook for the last half of 2020 into 2021.  Expect a data-driven presentation with insights and tools you can use to forecast what is ahead and its possible impact on your business.
  • When:  August 19, 2020 from 11:45 AM to 1:00 PM (PT)
  • Agenda:
    • 11:45 - 12:00 Registration/ Technology Time
    • 12:00 - Speaker starts
    • 1:00 - Adjourn
  • This presentation will be via Zoom.  Login will be sent to all registrants prior to the meeting.  Registration is required.

 RSVP at using the button at the bottom of the page.

CMA News

for more information, go to

  • Gleim CMA Review has increased the discount available to San Diego Chapter members.  Chapter members can save at least 30% on the Gleim Premium CMA Review System. 
  • Instructor-led CMA Live Exam Preparation Webcasts presented by the IMA Arizona Valley of the Sun Chapter and the Wild West Council start on September 26, 2020.

Around the IMA

  • New Educational Product - IMA's RPA Series is a package of four (4) individual courses relating to various aspects of robotic process automation (RPA). Learn the basic terminology relating to and functionality of RPA, what risks to be aware of and how to mitigate them, the financial and nonfinancial benefits of automation, and the role you can take in implementing RPA. Each course focuses on one element of RPA to provide a step-by-step and holistic perspective on what it takes to bring RPA to your organization. Go to the IMA Continuing Education page for more information.
  • IMA’s Hardship Program is available to all members in times of need. This one-time grant allows members to retain their membership free of charge for a six-month period. Hardship requests may be made to

From the Chapter Board

The San Diego Chapter Board held their first quarterly meeting of the new fiscal year on July 23rd.  Here are some highlights:

  • Social Media (Juventino Gaytan) – All interested individuals are invited to join our on-line communities on either LinkedIn or FaceBook. Links are on the home page of our website.
  • New Board Member – President David Villasenor welcomed new Board member Deric Fernandez. Deric will be leading the development of educational programs for the chapter.  Thank you Deric!
  • Events (David Villasenor) – We will continue our noon-time Controllers Council meetings via Zoom at least through the end of this calendar year. Plans for a summer social networking event have been shelved due to COVID-19.
  • Financials (Jim Carr) – The Board approved the budget for the coming fiscal year. The budget includes funds to support student outreach and continuing education programs.

2020-2021 Chapter Board of Directors

We appreciate those who have volunteered to help maintain a high level of service to IMA members in the San Diego area. 
Board members can be contacted either through MyIMA Network (formerly LinkUP IMA)  or our chapter's email address (

Want to get involved?  See below.




David Villasenor



Past President

Kelly Benner

Vice President - Administration



Jim Carr


Pem Smith (acting)

Vice President - Membership

Richard Schaper

Director - Member Acquisition


Director - Member Retention


Vice President - Education

Deric Fernandez

Director - CMA Programs

Derek Murphy

Director - Controller's Council

David Villasenor

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

Thank you to our volunteers for helping us to serve our members!  A brief description of each position is  at San_Diego_Chapter_Volunteer_Position_Descriptions.pdf.  To volunteer for an open position, send us an email. We can tailor positions to fit your interests and time availability - just ask.

 To view copies of past newsletters, IMA members can log into the chapter library on MyIMA Network.