DFW Student Extravaganza
September 25, 2015
Session I: Profession of Many Hats by
Bud Kulesza, CMA (CFO, Retired, ITT Automotive, former IMA Global Chair)
Objective of the session: Success within the profession requires us to “wear many hats”, often seemingly unrelated from our jobs, yet necessary for success. The presenter proceeds to place numerous hats on his head, providing anecdotes as to what the hats signify and why the knowledge, skills and abilities represented by the hats are key factors in our job performance.
Bud Kulesza is a highly accomplished business professional with outstanding multinational, multi industry experience. His financial expertise combined with business acumen and leadership skills have led to his success as a CFO of ITT Automotive, a multibillion dollar global company and a respected leader of the accounting profession as a former Chair of the Institute of Management Accountants. Bud brings a wealth of knowledge and an entertaining high energy style to all of his endeavors. From the boardroom to the podium from the shop floor to the classroom, his direct approach to addressing issues combining knowledge, experience and humor make an impact that is not soon forgotten.
Bud is currently the Dean Emeritus of the IMA Leadership Academy. He was named by Accounting Today as one of the top 100 most influential persons in Accounting. He has numerous publications in accounting journals including Strategic Finance, CFO.com, Management Accounting, Cost Management and the Journal of Accountancy and has been interviewed on Money Radio and CNBC’s Money Wheel. He is featured in the book “Leadership, Helping Others to Succeed”, interviews with America’s top leadership experts.
He actively supports many educational and not for profit projects and has served on the board of numerous academic and civic organizations. He is a member of the Financial Executives Institute and a lifetime board member of the Institute of Management Accountants. After serving in the US Army, Bud earned an associate degree in Accounting from the Middlesex County Community College and his bachelor’s degree in Commerce from Rider University.
Session II: Networking Skills by Katherine Bock (Career Coach, Katherine Bock Consulting)
Objective of the session: Participants will learn about the benefits of mentoring and what mentoring really is.
Katherine Bock is a "recovering attorney" and professional certified coach who expands career possibilities for professionals wanting to live lives of purpose and passion in alignment with their talents, strengths & values. Clients tell her that she helped them achieve extraordinary results with less effort by clarifying what it is that they really want and then co-creating a strategy to achieve what they most value.
She has helped over 1,000 individuals over the past eight years to identify and articulate their unique value proposition to propel their performance. In addition to coaching and consulting with individuals and groups, she teaches Career Management Coaching at UTD and has taught a highly regarded career management course in the Executive Education program at the University of Texas at Dallas. As part of her volunteer activities, she teaches a job search workshop at the Dallas Christian Women’s Job Corps.
Katherine holds a graduate-level certificate of Executive and Professional Coaching from the University of Texas at Dallas and is certified in various assessment tools including the Birkman Method®, The Winslow Report® and Core Clarity® In-Powering Teams program and is a certified TOPs group facilitator and has attended the Sedona Method Coach Training Level I and is a newly certified Laughter Yoga leader. She holds the ICF Professional Certified Coach designation from the ICF.
She earned her law degree (with blood, sweat & tears) from the University of Houston and has an accounting degree as well. The majority of her career was spent in the financial services industry with the organization that is now JP Morgan/Chase and prior to that worked with Browning Ferris Industries, Delta Airlines and Southwestern Bell Telephone Company.
She is a proud 2001 graduate of Leadership Texas and belongs to various executive-level and professional groups and is active in her community, having served on a variety of non-profit boards.
IMA Faculty and Student Resources by John C. Macaulay, CMA (Former Chair, IMA)
Objective of the session: Participants will learn about the IMA resources available to academics and students.
John Macaulay was the 2012-13 IMA Global Chair.
Macaulay has extensive senior-level management experience in finance, accounting, directorship, controllership, strategic planning, operations analysis, international acquisitions and joint ventures, and organizational and information systems development. He has demonstrated success in diverse environments for major industrial and consumer products manufacturers and nonprofits.
He earned his B.A. in biology and chemistry at St. Olaf College and received his MBA from the Kellogg School at Northwestern University. He also attended Navy Officer Candidate School, where he graduated in the top tenth of his class, and went on to be a guided missile officers on two destroyers, one of which he commissioned.
A member of IMA for over 40 years, Macaulay was a member of the first group of candidates taking and passing the CMA exam in 1972. He is an active past president of the Texas Council and the Dallas Fort Worth Area Chapter.
Session III - Student Track (includes lunch): Mock Interviews, Resume Reviews, Networking, and Employer/IMA/IMA Student Chapter Booths
Objective of the session: Learn the latest about DFW’s current job market and companies from area employers and recruiters. Network with DFW Accounting and Finance Professionals and Recruiters, as well as students from other DFW universities. Power Your Future:
Plug-in to DFW Employers. Learn about DFW companies and job opportunities.
Test your voltage - mock interviewers and resume reviewers will help you get ready for your job search.
Energize - Network with students from other DFW universities.
Ground Your Network - Learn about IMA, the Dallas Fort Worth Area Chapter, and the Student Chapters at Tarleton State University, Texas Woman's University (TWU), University of Texas at Dallas (UTD), and University of North Texas (UNT).
Session III - Academic Track (includes lunch): Networking and Big Data Analytics by Indranil Bardhan, PhD (Professor of Management Information Systems in the Jindal School of Management at The University of Texas at Dallas)
Objective of the session: Participants will learn about the power of Big Data Analytics, plus network with their colleagues from other DFW universities and earn one CPE credit.
Indranil Bardhan is a Professor of Management Information Systems in the Jindal School of Management at the University of Texas at Dallas. He previously served as Visiting Professor in the Department of Clinical Sciences at the University of Texas Southwestern Medical School. At UT Dallas, he teaches courses in the MBA and Executive MBA programs, MS programs in MIS and Healthcare Management, as well as a PhD course for MIS doctoral students. His research and teaching interests focus on the measurement of information technology-driven productivity improvements in the healthcare sector. Specifically, his research seeks to evaluate the impact of health IT initiatives on the cost and quality of healthcare delivery. He has collaborated with researchers from the UT Southwestern Medical Center and the Dallas Fort Worth Hospital Council on several research studies related to development of predictive models for readmissions of congestive heart failure patients.
Dr. Bardhan has more than ten years of management consulting experience, most recently as a Principal with PricewaterhouseCoopers Consulting. He has advised senior IT and business executives of Fortune 500 companies on a wide array of IT consulting projects. He has served as an Associate or Senior Editor at several prestigious academic journals. His research has been published in the major academic journals and has received more than 1,200 citations. He has also served as a conference co-chair and track chair of several major academic information systems-related conferences. He holds a Ph.D. in Management Science and Information Systems from the McCombs School of Business at the University of Texas at Austin, a Master of Engineering degree from Penn State University, and a Bachelor of Technology degree from India.
Session IV: Mentoring the IMA Way by Ronald P. Fory, CMA, CPA, CFE, CFM (Lecturer, University of North Texas at Dallas)
Objective of the session: Participants will learn now to use social media to build their professional network, find career opportunities, to promote their personal brand, and to Power Their Future.
Ron Fory is a lecturer in Accounting for the University of North Texas at Dallas, and is guest lecturer at other Executive MBA programs. He has been an international management consultant with a background in controllership in manufacturing, distribution, and not-for-profit industries over the past 25 years.
Ron is a frequent presenter at meetings and conferences on fraud prevention and leadership development. He has been a moderator and panelist on many CPE programs for local, regional and national audiences. Most recently, he presented at the IMA Annual Conference, speaking on Strategic Thinking, Fraud Detection and Prevention, and Leadership.
His article on “The Art of Leadership” was the cover article for the inaugural edition of the international finance and business journal, Capital.
Ron has a baccalaureate degree in Political Science from Park University in Kansas City MO and a graduate degree in Professional Accounting from the University of Texas at Arlington. Ron’s professional certification includes CMA, CFM, CFE and CPA.
Session V: Panel Discussion - Career and Professional Perspectives by Adrien Dubourg, CMA; Jerry Ratigan, CMA, CPA (VP of Financial Reporting at Calpian, Inc.); David Vesely, CMA (Finance Manager, Gexpro Services) and Lorna Winston-Blanks, CPA (Financial Controller, Currency Research)
Objective of the session: Participants will learn from career experiences of career professionals.
Adrien Dubourg was formerly a senior Financial Analyst in a Pharmaceutical Company. He recently relocated from Canada where he worked as a Business Analyst supporting Sales and Marketing strategy. He has an extensive experience in various area (mainly Banking and Pharmaceutics) and worked in different countries (Australia, Spain, France, Canada, US).
Adrien was recognized by IMA as Young Professional of Year in 2015.
Early 2012, he joined the Dallas Fort Worth Area IMA Board as a Director of Academic Relations to expand the awareness of the CMA certification.
Mr. Dubourg received his certification as a CMA in August 2012 and is a former CMAPrepCourse student. His passion and enthusiasm to share his international experiences and recent CMA study strategies helped multiple students to elaborate a successful plan to pass the exam on the first attempt.
Jerry Ratigan is VP of Financial Reporting at Calpian, Inc., a publicly traded global payments company. He is a CPA and CMA.
As a member of the IMA he has founded the South Florida professional chapter and student chapter at the University of Miami. He has served as President of the South Florida chapter for the past three years and has previously served as secretary of the Florida council. He was awarded the IMA Young Professional of the year in 2013, was a member of the Young Professionals Global Committee, and is a member of IMA's prestigious Speaker's Bureau. He also delivered an expert level presentation on Corporate Governance and Ethics at the IMA Annual Conference in 2014.
David Vesely currently works as a Finance Manager for Gexpro Services, a subsidiary of Rexel Holdings USA. Rexel is one of the world's largest electrical distributors. Although currently located back in the Dallas area, he previously worked in Massachusetts as a Financial Planning & Analysis Manager supporting one of Rexel’s recent acquisitions.
One of David’s largest accomplishments is completing Rexel’s rigorous 2-year Finance Leadership Program. The program combines accounting and finance based curriculum with case study presentations to help prepare for future, larger finance roles. He remains involved in the program through on-campus recruiting efforts and is working toward teaching curriculum starting in 2016.
David earned his CMA certification in December 2014. In early 2015, he inspired one of his colleagues to join the IMA and begin the process toward earning the CMA certification.