Pacific Northwest Council Newsletter

INSTITUTE OF

MANAGEMENT ACCOUNTANTS

CERTIFIED MANAGEMENT ACCOUNTANT PROGRAM

CERTIFIED IN FINANCIAL MANAGEMENT PROGRAM

September 2001 Volume 6.1

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## VP's Message

######### 

######### Fall Pacific Northwest Council Board Meeting

First and foremost I want to thank Wayne Hays for all of his efforts in
setting up the upcoming Council year.

Our year starts with a PNC Board meeting on Saturday October 6, 2001 at
the WestCoast Sea-Tac Hotel in Seattle starting at 1:30 p.m. It will be
preceded by a four hour CPE session "Post Mortem on Why Businesses Fail
(Case studies on dot-bombers)" presented by our own Michael McLean.
Registration at 8:15 a.m., course begins at 8:45 a.m. **Due to room size
restrictions, the class is limited to 35 attendees -- so register now!**
Information and reservation form is attached to this email as CPEflyer
102001.

The rest of this newsletter contains 2001-2002 information about PNC
officers and directors, chapter presidents and the year's schedule of
meeting dates and locations, and continuing professional education being
offered by the Council.

Wayne and I plan to have the Council Handbook available at the October
Board meeting. If you have not sent me a listing of your chapter
officers and directors (team leaders) and your schedule of events please
do so in the next week. We are not going to include certain reference
material in this year's handbook. Items such as IMA history, hospitality
suite, meeting and schedule outlines will be available separately -- if
you want it, send me an email and I'll get it to you.

Tom Lundstrom

National Vice President

<tjlundstrom@msn.com>

######## Congrats!!

We congratulate many members and chapters from throughout the Pacific
Northwest Council area who won awards for the 2000 -- 2001 year.

Banners for chapter competition were won by Alaskan (2nd), Washington
Tri-Cities (11th), and Eugene-Springfield (15th). Western Montana won an
ICMA banner and trophy. Eugene-Springfield won a gold metal and Alaskan
a Bronze metal for their Newsletter, Salem a gold metal for their
Program/Roster, and Washington Tri-Cities won three gold metals in
Membership (Net Membership Acquisition 2000-2001, Net Membership
Acquisition 1998 --2001, and Net Membership Growth 1998 -- 2001).
Scholarships winners were: (Advanced Degree) Lindsay A. Backous,
University of Washington; Vanessa A. Jones, Oregon Institute of
Technology; and Clem R. Lockman, University of Montana; (Senior
Undergraduate Degree) Billy Sugiamto, University of Oregon.

**82nd IMA Annual Conference\
New Orleans. LA**

**June 17-20, 2001\
**

National Board OKs 2001- 02 Budget

After a lively all-day meeting Saturday, June 16, 2001, the IMA Board of
Directors approved a balanced budget for 2001-2002, which includes a
membership dues increase of \$5.

President Frank Minter opened the meeting and introduced Thom Perry,
CPA, Operations Chairman, who asked enthusiastic board members: \"Are
you having fun yet?\" Margaret Butler, CMA, CPA, Program Chair, welcomed
the National Board to New Orleans saying, \"We have a great program and
we\'re all excited about it.\"

On behalf of Finance Committee Chair Jim Horsch, Committee member Dana
Collins showed the current financial picture and presented several items
on which the Board would vote. President-elect Bob Bell introduced the
budget for 2001-2002. The Board approved these financial action items:

-   Change in the policy to revise the calculation of the amount of
    investment return.

-   A transfer of \$3.5 million from the Reserve Fund to the Operating
    Fund to eliminate the deficit as of June 30, 2001.

-   Grant Thornton as the auditors for 2001-02 fiscal year.

-   A capital budget of \$299,000 for information technology, Internet
    services, and other equipment.

In other actions:

-   The Board approved the removal of the expulsion clause from the
    ethics section of the Bylaws. Since the Committee on Ethics and
    independent panels conduct ethics inquiries and determine the proper
    enforcement actions, the Board decided those matters don\'t need its
    approval.

-   Did NOT approve the removal of the Standards of Ethical Conduct from
    the Bylaws.

Brian McGuire, chair of the ad hoc committee on governance, thanked
everyone who answered the committee\'s recent e-mail survey and reminded
others to please continue to respond. Results will be released after all
the responses are tallied.

Also in the meeting, President Frank Minter and several other Board
members re-emphasized IMA\'s commitment to diversity throughout every
facet of the organization and the profession, even though the Ad Hoc
Committee on Diversity is being disbanded as planned at the end of this
fiscal year. Other concerns expressed by members attending the meeting
were that IMA should focus on international opportunities for growth and
on students to continue the lifelong growth of the profession and the
organization.

President Minter and other members of the Executive Committee thanked
everyone for their enormous concern regarding the future of the
organization.

Margaret Butler Named

President-elect of IMA

Margaret D. Butler, CMA, CPA, Atlanta, is elected president-elect of IMA
at it's Annual Meeting on Monday, June 18,2001. Margaret will serve as
President in 2002 - 2003.

Formerly controller of Bostick Brothers, Inc., Douglasville, Ga., she
joined the IMA in 1973. She served on the Regional Operations Committee,
1979-81, and chair, 1994-96; National Director, 1981-83, 1985-86,
1990-93; Academic Relations, 1987-88; Area VP, 1993-94; Nominating
Committee, 1994-95; VP, 1996-97; Director, 1997-99; Strategic Planning,
1997-99; IMA FAR, Chair, 1999-01; Annual Conference, Program Chair,
2001.

**AOC Executive of the Year**

**Bruce J. Hanni, CPA**, is the controller of Flour Hanford Inc.,
responsible for managing the financial affairs of the Hanford Project, a
major government cleanup project for the Department of Energy. Hanni has
supported the financial improvements of his company in every aspect,
such as implementing a new approach to managing the assets and costs
associated with Hanford's pension and 401(k) pension plans. He has also
been instrumental in creating a positive working environment for his
staff and initiated an effort to change the form and function of
information provided to senior management, giving them the proper
information to make educated decisions. Hanni was chosen by the Pacific
Northwest Council.

Wayne Hays

**Pacific Northwest Council**

The Pacific Northwest Council (PNC) was established in 1974 and
currently consists of twelve chapters in five northwestern states
(Alaska, Washington, Oregon, Idaho and Montana). The primary objective
of the council is to provide a venue for these chapters to exchange
ideas and pool resources for the betterment of each member chapter. Each
chapter is entitled to be represented by three voting delegates at each
of the three, or more, council meetings each year.

Each year the PNC Vice President's Award is presented to the chapter
within the council that scores the highest total points in the National
Interchapter Competition.

The council is responsible for the Chapter Leadership Training Sessions
(LTS) and Chapter Management Seminars (CMS) held each spring for the
incoming Chapter Officers and Directors of the member chapters.

**Pacific Northwest Council Directory**

**Officers and Directors 2001 - 2002**

**President**

Jeff Williams

West Coast Steel Fabricators

4028 Josh Street

Eugene OR 97402

W 541-431-4856

Eugene-Springfield Chapter

jeffonjosh@aol.com

**President-Elect**

Paula Thomas

Washington Dental Service

2323 North 179^th^

Shoreline, WA 98133-5151

W 206-985-5922

Seattle Chapter

pthomas@ddpwa.com

**Secretary**

Robin Ballard

18805 - 80^th^ Ave. E.

Puyallup, WA 98375-7801

253-847-5406

Cell 253-318-7446

Mt. Rainier Chapter

rballard2@earthlink.net

**Treasurer**

Ruth A. Morgan-Brown

Browns Accounting & Tax Service

P.O. Box 5295

Spanaway, WA 98387-4086

W 253-446-0440

Mt. Rainier Chapter

ruth@brownsaccounting.com

**Vice President Administration**

Doug Speer

14324 Cascade Dr. SE

Snohomish, WA 98296-5262

W 425-337-6679

Bellevue-Eastside Chapter

Dspeer@gte.net

**Vice President Communication**

Robert Allen

6114 N. 16^th^ St., #104

Tacoma, WA 98406-2449

W 253-471-0170

Mt. Rainier Chapter

allenrobertj@qwest.net

**Vice President Education**

Steve Ryan

Spectrum Pension Cons.

10123 A Street

Tacoma, WA 98444-6544

W 253-565-2100 F 253-566-9440

Mt. Rainier Chapter

Skr2000@aol.com

**Vice President Membership**

James M. McLaughlin

6501 N. Atlantic

Spokane, WA 99208

H 509-465-3542

Spokane Area Chapter

J-M-MCLAUGHLIN@email.msn.com

**SCMS Liaison**

Leslie Sorensen

Weyerhaeuser Company

P.O. Box 9777

MS EC33C3

Federal Way, WA 98063-9777

W 253-924-7183

Mt. Rainier Chapter

sorensl@wdni.com

**Corporate & Academic**

**Development Chair**

Dr. Priscilla R. Reis

Idaho State University

College of Business

Campus Box 8020

Pocatello, ID 83209

W 208-236-3638

Southeast Idaho Chapter

reispris@isu.edu

**Student Representative**

Marni Hinthorne

Central Washington University

9815 Linden Ave. N.

Seattle, WA 98103

\(w\) 206-280-7722

HinthorneM@Hotmail.com

Seattle Chapter

# **Regional Directors**

Geoffrey M. Boice

Mattel Operations Portland

8635 SW Cortez Ct.

Beaverton, OR 97008

W 503-520-0490

Portland Chapter

gmboice@worldnet.att.net

(for Eugene-Springfield and Salem Area)

Peter Smith

Battelle Pacific Northwest Labs

W 509-376- 4673

peter.smith@pnl.gov

Washington Tri-Cities Chapter

(for Bellevue-Eastside and Seattle)

Wayne Hays

8008 - 23^rd^ Ave. NW

Seattle, WA 98117-4341

206-783-1802

Seattle Chapter

w.e.hays@worldnet.att.net

(for Spokane and Washington Tri-Cities)

Dr. Priscilla R. Reis

Idaho State University,

College of Business

Campus Box 8020

Pocatello, ID 83209

W 208-236-3638

Southeast Idaho Chapter

reispris@isu.edu

(for Boise and Southeast Idaho)

David Stark

P.O. Box 40226

Spokane, WA 99202

509-230-4389

Spokane Area Chapter

dstark@spokanecounty.org

(for Alaska and Western Montana)

Paula Thomas

Washington Dental Service

2323 North 179^th^

Shoreline, WA 98133-5151

W 206-985-5922

Seattle Chapter

pthomas@ddpwa.com

(for Mt. Rainier and Portland)

# **National Vice Presidents**

Tom Lundstrom CMA, CPA (2000 - 2002)

1222 S Garry Rd\
Liberty Lake WA 99019-9702\
509-255-9317 F 509-255-9320\
Spokane Area Chapter

tjlundstrom@email.msn.com

Gaylord 'Mac' McCabe (2001 - 2003)

N. 12020 Fairwood Dr.

Spokane, WA 98218-2933

W 509-325-1994 F 509-325-4826

Spokane Area Chapter

Maccpa1@earthlink.net

# 

# **National Committee Members**

##### *ICMA Board of Regents (Committee Chair)*

Leslie Sorensen

Weyerhaeuser Company

253-924-7183 sorensl@wdni.com

Mt. Rainier Chapter

##### *Professional Development (Committee Chair)*

Dr. Gary Sundem

University of Washington

206-543-9390 glsundem@u.washington.edu

Seattle Chapter

##### *National Student Committee*

Marni Hinthorne

206-280-7722 HinthorneM@Hotmail.com

Seattle Chapter

# **Chapter Websites**

# **Alaskan Chapter**

[www.geocities.com/WallStreet/Exchange/9914](http://www.geocities.com/WallStreet/Exchange/9914)

**Bellevue-Eastside Chapter**

[Ima-bellevue.org]{.underline}

# 

# **Boise Chapter** 

[home.globalfrontiers.com/ima](http://home.globalfrontiers.com/ima)

# **Eugene Springfield Chapter**

[www.uoregon.edu/\~ima/](http://www.uoregon.edu/~ima/)

**Mt. Rainier Chapter**

[www.ima-mtrainier.org](http://www.ima-mtrainier.org/)

**Portland Chapter**

[www.imapdx.org](http://www.imapdx.org/)

**Salem Area Chapter**

[www.open.org/ima](http://www.open.org/ima)

**Seattle Chapter**

[www.seattleima.org](http://www.seattleima.org/)

# **Southeast Idaho Chapter** 

None Listed

# **Spokane Area Chapter**

[www.ima-spokane.org/](http://www.ima-spokane.org/)

**Washington Tri-Cities Chapter**

[www.pnl.gov/ima](http://www.pnl.gov/ima)

# **Western Montana Chapter** 

None listed

# **Chapter Presidents**

# **Alaskan Chapter**

# John (Ed) Rutledge

907-562-6006

erutledge@anhb.org

### Bellevue-Eastside Chapter

Jeffrey Miller

425-885-1387

jlmiller35@hotmail.com

# **Boise Chapter**

# Saundra Young

208-395-5667

saundra_young@albertsons.com

# **Eugene Springfield Chapter**

# Barbara Falk

541-688-1317

### Mt. Rainier Chapter

Robert Allen

253-471-0170

allenrobertj@qwest.net

### Portland Chapter

Ray Pendergast

503-978-3463

pendergastr@graphicpkg.com

**Salem Area Chapter**

Barry Nathan

503-371-3119

barryn@prodigy.net

### Seattle Chapter

Scott Warnock

206-691-5104

lolamakes3@aol.com

# **Southeast Idaho Chapter** 

Pat Hovis

208-524-0891

phovis@lcsid.com

# **Spokane Area Chapter**

# William Preston

509-532-9686

billp@crown-pacific-timber.com

### Washington Tri-Cities Chapter

Greg Selby

509-735-2810

selbyl@gte.net

# **Montana Western Chapter**

# Gayle Walton

406-549-9376

rewalt@qwest.net

######### IMA Regional Executive

Connie Schmidt

IMA Regional Executive

1-800-638-4427 x 220

cshmidt@imanet.org

**Pacific Northwest Council**

**2001 - 2002 Schedule**

**Saturday -- October 6, 2001**

8:30 a.m. to 12:30 p.m., Seminar

"Post Mortem on Why Business's Fail

(Case studies on dot-bombs)"

1:30 p.m. to 4:30 p.m.,

General Council Meeting

WestCoast Sea-Tac Hotel

18220 International Blvd.

Seattle, WA 98188

206-246-5535

####### 

####### January 26 - 28, 2002 (Thursday through Saturday)

REST in Reno - 20 hours of CPE

Atlantis Casino Resort Hotel

3800 S Virginia St.

Reno, NV 89502

800 723-6500

# **Saturday - February 2, 2002**

8:30 a.m. to 12:30 p.m., Seminar

"Forensic Accounting"

1:30 p.m. to 4:30 p.m.,

General Council Meeting

Hilton Garden Inn -Portland Airport

12048 NE Airport Way

Portland, OR

503 255-8600

# **Saturday - February 23, 2002**

National Board of Directors

Mid-Year Board Meeting

Embassy Suites

Phoenix, AZ

**March 21 and 24, 2002**

**(Thursday and Sunday)**

IMA National Committee Meetings

Dallas, TX

**Saturday -- May 18, 2002**

8:30 a.m. to 12:00 noon,

Leadership Training Session (LTS)

1:00 p.m. to 4:00 p.m.,

General Council Meeting

WestCoast Sea-Tac Hotel

18220 International Blvd.,

Seattle, WA 98188

206-246-5535

**Saturday - June 22, 2002**

National Board of Directors

End of Year Board Meeting

**June 23-26, 2002 (Sunday thru Wednesday)**

IMA 83rd Annual Conference

Town & County Resort,

500 Hotel Circle North

San Diego, CA 92108

###### Continuing Professional Education

#### Saturday -- October 6, 2001

**8:30 a.m. to 12:30 p.m.**

**Seminar**

#### Post Mortem on Why Business's Fail

**(Case studies on dot-bombs)**

WestCoast Sea-Tac Hotel

18220 International Blvd., Seattle, WA 98188

206-246-5535

####### January 26 - 28, 2002

####### (Thursday through Saturday)

#### REST in Reno

#### 20 hours of CPE

Atlantis Casino Resort Hotel

3800 S Virginia St, Reno, NV 89502

800 723-6500

# 

# 

# 

# Saturday - February 2, 2002

**8:30 a.m. to 12:30 p.m.**

#### Seminar

######## Forensic Accounting

Hilton Garden Inn -Portland Airport

12048 NE Airport Way, Portland, OR

503 255-8600

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