Dallas Fort Worth Chapter of IMAIMA Dallas Fort Worth ChapterDallas Ft Worth Chapter of IMADallas Ft Worth Chapter of the Institute of Management Accountants






Speaker Information

DFW Student Extravaganza

September 30, 2016


 

Session I: 5 Critical Leadership Skills You Need To Master Right Out of College by Jerry Ratigan, CMA, CPA (VP of Financial Reporting at Calpian, Inc., a publicly traded global payments company)

 

Objective of the session:  Although new graduates enter the work force with "hard" or technical skills they learn during college, employers are increasingly looking for them to develop leadership skills. The presenter will discuss 5 such skills that need to be mastered right out of college.


Jerry Ratigan  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 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.







 

Session II: Networking Skills by Katherine Bock (Career Coach, Katherine Bock Consulting)



Objective of the session:  Participants will learn the benefits of networking, and what it takes to build and maintain a strong professional network.

 

Katherine Bock is a business-savvy executive coach and "recovering attorney," who specializes in leadership development, career management and career transitions. She has a proven track record of helping individuals clarify what they want and then supporting them to take action on their most meaningful goals. She keeps her clients focused on their top priorities. They say that she challenges them to dream BIG and to operate at their personal best.








IMA Faculty and Student Resources by Jimmie Smith, CPA (IMA Global Board of Directors, Past President - Dallas Fort Worth Area Chapter)




Objective of the session:  Participants will learn about the IMA resources available to academics and students.

 

Jimmie Smith Jimmie Smith retired from Occidental Petroleum in June 2013 after serving the company for more than 39 years. At the time of his retirement, he was Senior Manager of Sarbanes-Oxley Compliance. Smith also has extensive experience in financial planning and analysis, cost accounting, controllership, and financial management.

He is a long-time IMA member and has held numerous chapter, council and global leadership roles. He is currently a member of the Global Board of Directors and serves on the Member Relations Committee, which he chaired in 2015-16. He received the 2013 IMA Exemplary Volunteer Award.

Smith holds a BBA in Accounting from Texas Tech University and a M. S. in Accountancy from the University of Houston – Clear Lake.




Session III (includes lunch): 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 - 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 IV: FP&A – A Great Career Move! by Adrien Dubourg, CMA, CPA (Manager in the EPM Transformation Practice, The Hackett Group)



Objective of the session:  Participants will learn about the FP&A function, and why they should consider it as a career option.

 

Adrien Dubourg is employed by The Hackett Group as a Manager in the EPM Transformation practice based out of the Chicago office. He has close to 10 years of progressive experience in finance working mostly in the industry (financial services, transportation and healthcare) as an FP&A SME. He has a unique and robust analytical foundation coupled with a solid understanding of technology (data warehousing, Cognos, Hyperion, Essbase and other cloud-based planning solutions) and accounting processes. His expertise lies in continuous financial improvement and transformation projects with a focus on planning, profitability, process re-engineering, reporting & consolidation, compensation plans and sales force optimization, BI and data management. His interest resides in helping CFOs with better EPM processes and systems as well as a strong accountability of the P&L and best practices.

Adrien is a Certified Management Accountant (2015 IMA Young Professional of the year) and a Certified Public Accountant (Texas). He holds 2 masters from France (Finance and Management), spent 4 years in Toronto and is now living in Dallas with his wife and their 2 sons. Adrien enjoys sports at large (running, scuba diving, rugby, golf) and traveling. He also found himself passionate with house renovations and wish he could do this part-time with Consulting.




 

Session V: Career and Professional Perspectives" by Panel of Accounting and Finance Professionals - Erica Tang, CPA (Manager Assurance Services, Lane Gorman Trubitt, PLLC) and others TBD; Moderated by Jerry Ratigan, CMA, CPA (VP of Financial Reporting at Calpian, Inc.)



Objective of the session:  Participants will learn from career experiences of career professionals.


Jerry Ratigan  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 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.






Erica Tang  joined LGT in August of 2008 with more than three years of public and industry accounting experience. She has extensive experience working with clients in the Manufacturing and Automotive industries and her duties include audits of financial statements of SEC Registrants, privately owned companies and employee benefit plans. Erica is serving as Treasurer for the Dallas Fort Worth Area IMA Chapter and has previously served on the steering committee of LGT’s Young Professionals group and held the offices of Chair and Vice Chair throughout her membership.

Academic Background
• University of Texas at Dallas - Bachelors of Accounting Information Systems Masters in Accounting
• Beta Alpha Psi - Academic Honors Society
• Order of Omega - Leadership Honors Society

Professional Associations
• Garland Chamber of Commerce - Women’s E-nitiative Steering Committee (since 2016)
• Dallas Fort Worth Area IMA Treasurer (2014)
• Dallas Fort Worth Area IMA Member (since 2013)
• LGT Young Professionals Member (2010 - 2012)
• LGT Young Professionals Chair (2011)
• LGT Young Professionals Vice Chair (2012)





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