San Diego Chapter Newsletter

IMA San Diego Chapter News
October 2020

 Mark your calendar!

Controller’s Council – FBI - Cyber Threats in the Financial Sector – October 21st 12:00

Our October speaker will be FBI Special Agent Peter M. Casey.  Peter will describe current cyber threats of the financial sector and address cyber hygiene when it comes to working remotely during the pandemic.  Don't miss this insider's view of how the bad guys are trying to steal your data and defraud your organization, and what you can do about it.

About our speaker:
Special Agent Peter Casey is the Public Sector Coordinator, Cyber National Security for the FBI in San Diego.

When:  October 21, 2020 from 11:45 AM to 1:00 PM (PT)


  • 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 

Gleim CMA Review is offering San Diego Chapter members with a special offer from 10/05/20-10/25/20. Chapter members save up to $650 when they order the 2020 edition of Gleim CMA Premium Review System! As a Strategic Partner of IMA, Gleim is also providing 30% off of CMA exam entrance fees!

for more information, go to

Around the IMA

New CMA Ad Campaign.  IMA launched its new advertising campaign in September highlighting how accounting and finance professionals who earn the CMA can make a difference for their companies, their clients, their profession, and their own careers. 
Different scenarios are depicted to show the valuable contributions CMAs make because of their skills and knowledge. They can see things others don’t and act on them. You can find the ads on the IMA Website or on the IMA official sites on social media.  Here is a link to the ads on Twitter

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.

This month, we highlight Board Member Richard Schaper who, in addition to volunteering with the Chapter serves on the IMA’s Diversity and Inclusion Committee. 

The Committee’s mission statement is, “The Diversity and Inclusion Committee is a Committee of the IMA Global Board focused on creating and nurturing a diverse and inclusive member community, accounting and finance profession, organizational workplace, and partner network and to fostering mutual respect between individuals.”

Richard joined the Committee in 2019 and has been working with an outstanding group of IMA staff and volunteers to further IMA’s mission as an international organization. You can learn more about their efforts at

Of his service on the Committee, Richard says, “During my time on the committee we have worked on launching the above mentioned website, developed the Diversity and Inclusion Commitment, and created the Diversity and Inclusion Toolkit which has been well received by accounting and finance professionals globally. We are currently working on new presentations and partnerships to further our mission.”

Currently Richard is co-chair of the Education Working Group where he just completed preparing a presentation on Data Bias in AI and will soon publish an article in Strategic Finance on the topic with a co-author.  

We appreciate Richard’s contributions to IMA and our members!

 2020-2021 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, send us an email. We can tailor positions to fit your interests and time availability - just ask.




David Villasenor



Past President

Kelly Benner

Vice President - Administration



Jim Carr


Pem Smith (acting)

Vice President - Engagement

Richard Schaper

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


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