President's Message


Welcome to the San Diego Chapter of IMA

To all IMA Members and friends, happy 2024! I think you’ll be as excited as the board and I are
for what’s in store for the New Year.

We’re starting the year off with the Controllers Council Tax Update on January 17 th . This online
CPE event features Tim Hart, CPA, MST, Senior Manager with CBIZ MHM LLC. You must register
on our Events Page to get the Zoom link for the meeting.

As classes resume at local universities, we’ll be working with our contacts at SDSU for our
annual Student Night, scheduled for February 22 nd . This event focuses on career opportunities
in management accounting and the importance of professional certification. The event will be
open to all students, and chapter members are welcome to attend and network with our future

Our March Controllers Council is being planned to focus on the challenges and opportunities
presented by Artificial Intelligence for accounting and finance professionals. Details are being
finalized – watch the Events Page for an announcement soon.

In April, IMA will host a Women’s Leadership Conference at USD on the 25 th . As we receive
details from IMA Global, we will post them on our website and on LinkedIn.

Speaking of LinkedIn, join us at our site Institute of Management Accountants (IMA®) – San
Diego Chapter Members Group”. There are currently 290 members of this group, and growing.
Feel free to share interesting professional articles or ask the group a work-related question.

Also in the works are some exciting new events:

  • Prospective CMA candidate information session;
  • Management Accounting Roundtable – facilitated discussions and case studies on
    relevant topics from the CMA Body of Knowledge, qualifying for ICMA CPE;
  • Networking events focused on recruiters and other service providers;
  • Volunteer opportunities for combining networking with community service.

You can see why we’re excited for the start of 2024! If you have suggestions for ways we can
better serve you, or would like to help us continue on our journey to strengthen the San Diego
Chapter, feel free to contact us via our email . Our board meets monthly via Zoom and quarterly
in-person. All chapter members are welcome to attend – email us for details.


 Pem Smith CMA, CFM

President, San Diego Chapter FY 23-24