Pacific Northwest Council Newsletter

INSTITUTE OF

MANAGEMENT ACCOUNTANTS

CERTIFIED MANAGEMENT ACCOUNTANT PROGRAM

CERTIFIED IN FINANCIAL MANAGEMENT PROGRAM

July 2004 Volume 9-1

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Dear Fellow IMA Members,

Welcome to a new IMA year! We have a very talented and experienced
Pacific Northwest Council (***PNC***) again this year, and we have some
"new blood", so we have a good balance of experience and new ideas. We
had a very good planning session at the PNC meeting last May 15th, so
our schedule is laid out and we have identified several objectives we
want to achieve this year. Hopefully our 1^st^ PNC meeting of this
fiscal year will help in our effort to assist our chapters and Chapter
Presidents. Please join us so we can help you finalize your planning for
the year. It is **Saturday, August 14^th^**. By making it a conference
call, at no charge to our chapters, we hope to get the participation of
each Chapter President or his/her delegate. A few minutes before 10am
Pacific Standard Time, or 7am Eastern Standard Time, call
**1-800-369-1540**, and use pass code **65805#**. Be sure to enter the
"**\#**" after the code number. If any problems when dialing in, you can
call me on my cell phone 1-509-521-1905.

I encourage each of our PNC ***Regional Directors*** to talk to the
Chapter Presidents they support before our conference call. Find out the
status of their schedule of events for the coming year and succession
planning (ie, recruitment and development of future leaders). Our
Regional Directors are our 1^st^ line of assistance to our chapters, so
these liaison positions are critical to our success. And your prior
preparation will save us some time during our conference call.

We have a time efficient schedule for this coming fiscal year, so we
will get good return on our time and money invested. We have 4 meetings:

> 1^st^ being our conference call **August 14**, 2004 at 10am PST;
>
> 2^nd^ is **November 6**, 2004 in Portland, with a half-day seminar in
> the morning;
>
> 3^rd^ is **February 10**, 2005 at the REST in Reno, NV (hopefully with
> optional conference call-in);
>
> 4^th^ is **April 30**, 2005 in Seattle, with a half-day seminar in the
> morning.

The more of the above and the chapter meetings each of us can
participate in, the greater will be the return on our invested time and
money. Most of us these days seem to be busier than ever and therefore
we must make very good use of our time. We want our time and money
invested to have a very high (ie, valuable) return. To achieve the best
return and to have some fun in the process, we need to make the time to
network with our fellow professionals, which will in turn provide
insights into new ideas, new technology, other companies, and the job
market, as well as making and/or renewing contacts. IMA provides many
opportunities to interface with our fellow professionals. We need to
attend the meetings and take advantage of the educational opportunities
in order to reap the networking benefits. This networking can give us an
edge in trying to reach our potential in this increasingly competitive
profession. And, it is just plain fun and rewarding to socialize in a
relaxed atmosphere and develop friendships.

Congratulations to the following Pacific Northwest chapters for the
awards they received in Chicago for their achievements last year! It is
sooo nice when our chapters from the Pacific Northwest are recognized
for their hard work.

Washington Tri-Cities 4^th^ Place Warner Division

Seattle 10^th^ Place Stevenson Division

Boise 16^th^ Place Stevenson Division

Washington Tri-Cities 3-year Membership Growth

I and the rest of our PNC are dedicated to making our Council work for
you. Your input, ideas and comments are greatly valued and welcome! The
council is here to support our chapters, so we very much appreciate
everyone's' efforts to that end.

Please call me if you see a service we should provide or could provide
more effectively, or if you have a question or concern.

*Peter* T. Smith, CMA, CFM

PNC President, 2004/2005

\(509\) 376-4673

peter.smith@pnl.gov

**Telephone Conference Call Information**

Date: **Sat**urday, **August 14**, 2004

Time: **10:00am** Pacific Standard Time (**PST**) for 2 hrs.

Dial: **1-800-369-1540**

Pass Code: **65805#**

Optional Conference Call Locations (to reduce \# of call-in lines, and
get together in person): **Directions attached** for Seattle area and
Washington Tri-Cities, along with contact name & telephone. Otherwise,
contact your respective chapter President.

**Handbook**

I have a limited supply of printed 2003 -- 2004 Pacific Northwest
Council Handbooks. It is also available on a CD.

**Council Meeting Minutes**

Attached are the minutes from the May Council meeting. Please have them
available, and any additions or corrections for the August conference
call (10am Saturday, August 14^th^).

**2004 -- 05 Council Officers**

If you want to help at the Council level this coming year, contact Paula
Thomas at <ptandz@comcast.net>

Tom Lundstrom

509 255 9317

<tjlundstrom@msn.com>

DRAFT Leadership DRAFT

###### 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 summer (used to be
spring) for the incoming Chapter Officers and Directors of the member
chapters.

**Pacific Northwest Council Directory**

**Officers and Directors 2004 - 2005**

**President**

Peter T. Smith

Battelle Pacific Northwest Labs

W 509-376- 4673 Fax 509-376-1660

C 509-521-1905

Washington Tri-Cities Chapter

peter.smith@pnl.gov

**President-Elect**

Barry J. Nathan

Oregon Dept of Transportation

503\--371-3119

Salem Area Chapter

barryn@prodigy.net

**Secretary**

Tom M. Lundstrom

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

tjlundstrom@email.msn.com

**Treasurer**

Greg L. Selby

Fluor Federal Services

509-735-2810

selbyl@gte.net

**Vice President Administration**

Barry J. Nathan

Oregon Dept of Transportation

503\--371-3119

Salem Area Chapter

barryn@prodigy.net

**Vice President Education**

Geoffrey M. Boice

TriQuint

\(503\) 579-4507

Portland Chapter

gmboice@worldnet.att.net

**Vice President Communication**

Tom M. Lundstrom

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

tjlundstrom@email.msn.com

**Vice President Membership**

Robert J. Allen

W 253-471-0170

Mt. Rainier Chapter

allenrobertj@msn.com

**SCMS Liaison**

Gaylord 'Mac' McCabe

W 509-325-1994 Fax 509-325-4826

Spokane Area Chapter

Maccpa1@earthlink.net

**Student Representative**

None Listed (Filled in the Fall)

# Regional Directors

Linda Janssen Saylor

City County Insurance Services

W 503-390-2713

lsaylor@cciservices.com

Salem Area Chapter

(for Portland, Eugene-Springfield

and Salem Area)

Oscar S. Lewis

Hamilton Jet

W 206-784-8400

Seattle Chapter

<oscarl@hamiltonjet.com>

(for Mt. Rainier and Bellevue)

Wayne E. Hays

206-783-1802

Seattle Chapter

w.e.hays@worldnet.att.net

(for Alaska, Spokane and

Washington Tri-Cities)

Gaylord 'Mac' McCabe

W 509-325-1994 Fax 509-325-4826

Spokane Area Chapter

Maccpa1@earthlink.net

(for Southeast Idaho and Western Montana)

Ruth A. Morgan-Brown

Browns Accounting & Tax Service

W 253-446-0440

Mt. Rainier Chapter

ruth@brownsaccounting.com

(for Boise and Seattle)

# National Vice President

Gaylord 'Mac' McCabe

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

##### 

##### Member Services

Paula Thomas

206-377-2434

Seattle Chapter

Paula.thomas@wamu.net

##### FAR ??

Jeffery K. Hergert

425-342-8164

Mt. Rainier Chapter

jeffery.k.hergert@boeing.com

##### Financial Reporting ??

Robert J. Laux

W 425-703-6094

boblaux@microsoft.com

**Board of Regents ??**

Bradley S. Kaplan

W 503-605-6050

Brad_Kaplan@cable.comcast.com

**Virtual & New Model for Chapters**

**Ad Hoc Committee ??**

Michael G. McLean

W 650-988-0899 x103

mmclean2@msn.com

######### Manager of Chapter and Council Services -- IMA

Kinsey Jenkins, Jr.

IMA Regional Executive

1-800-638-4427 x 1580

<kjenkins@imanet.org>

# Chapter Websites

*(copy & paste into your internet Address box)*

# 

# Alaskan Chapter

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

**Bellevue-Eastside Chapter**

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

# 

# Boise Chapter 

[www.boise.imanet.org](http://www.boise.imanet.org/)

# 

# Eugene Springfield Chapter

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

**Mt. Rainier Chapter**

[www.mtrainier.imanet.org](http://www.mtrainier.imanet.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

# Yaso Thiru

W 907-564-8260

yasot@alaskapacific.edu

**Bellevue-Eastside Chapter**

Navid Veiseh

C 425-985-5456

W 206-266-2916

president@ima-bellevue.org

# Boise Chapter

Linda Beaudreau

W 208-396-7268

Linda.beaudreau2@hp.com

# Eugene Springfield Chapter

Charlotte Brill

541-345-9930

charlotte.brill@accountemps.com

**Mt. Rainier Chapter**

Jeffery K. Hergert

W 206-662-5805

Jeffery.k.hergert@boeing.com

**Portland Chapter**

Rhonnye Coady

503-595-4112

rhonnye_coady@wdolaw.com

**Salem Area Chapter**

None Listed

**Seattle Chapter**

Jeff Abrams

206-622-4253

[abramsjeff@hotmail.com](mailto:oscarl@hamiltonjet.com)

# Southeast Idaho Chapter 

None Listed

# Spokane Area Chapter

# David Stark

W 509-477-6302

DStark@spokanecounty.org

**Washington Tri-Cities Chapter**

Ellen Bowman

W 509-946-0410 x217

beancounter@moellerinc.com

# Western Montana Chapter

Bryan Chalmers

# W 406-327-4249   F 406-327-4500

# bchalmers@communitymed.org 

#  {#section-9 .unnumbered}

# DRAFT Leadership (continued) DRAFT 

### Pacific Northwest Council

**2004- 2005 Schedule**

**Saturday -- August 14, 2004**

10:00am to 12:00/noon, Conference Call

1^st^ General Council Meeting (from different locations)

Dial: 1-800-369-1540

Pass Code: 65805#

**August 12 thru 14, 2004**

**(Friday thru Sunday)**

IMA National Committee Meetings

???

Park City, UT

**Saturday -- November 6, 2004**

8:30 a.m. to 12:15 p.m., Seminar --

"TBD"

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

General Council Meeting

Portland Airport

Portland, OR

**October 15 - 18, 2004**

**(Friday thru Monday)**

SCMS Mid Year Conference

Royal Caribbean's *Majesty of the Seas*

Sailing out of Miami on October 15, 2004

**Saturday -- November 13, 2004**

National Board Meeting

Adam Mark Hotel

San Antonio, TX

**November 11-13, 2004 (Thursday - Saturday)**

5^th^ Annual National Student Conference

Adam Mark Hotel

San Antonio, TX

317-631-2221

####### February 10-12, 2005 (Thursday through noon Saturday)

REST in Reno - 20 hours of CPE

Peppermill Casino Resort Hotel

2707 S. Virginia St.

Reno, NV 89502

800-648-6992

# Thursday - February 10, 2005

5 p.m. to 6 p.m.,

General Council Meeting w/conference call

Peppermill Casino Resort Hotel

2707 S. Virginia St.

Reno, NV 89502

800-648-6992

# Saturday - February 19, 2005

National Board of Directors

Wyndham Miami Hotel

Miami, FL

**March 19 thru 21, 2005**

**(Friday thru Sunday)**

IMA National Committee Meetings

Doubletree Hotel

New Orleans, LA

**Saturday -- April 30, 2005**

8:30 a.m. to 12:15 noon, Seminar -

"TBD"

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

General Council Meeting

Courtyard by Marriott -- SeaTac Area

16038 W. Valley Highway, Tukwila, WA

425-255-0300

####### Saturday - June 18, 2005

National Board of Directors

Annual Board Meeting

**June 18-22, 2005**

**(Sunday thru Wednesday)**

IMA 85th Annual Conference

Marriott Copley Place/Westin Copley

Boston, MA

###### 

###### Continuing Professional Education

#### Saturday -- November 6, 2004

**8:30 a.m. to 12:15 p.m.**

**"TBD" Seminar**

Portland Airport

Portland, OR

####### February 10-12, 2005

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

#### REST in Reno

#### 20 hours of CPE

Peppermill Casino Resort Hotel

2707 S. Virginia St, Reno, NV 89502

800-648-6992

# 

# 

# Saturday -- April 30, 2005

**8:30 a.m. to 12:15 p.m.**

########  "TBD" Seminar

Courtyard by Marriott -- SeaTac Area

16038 W. Valley Highway, Tukwila, WA

425-255-0300

**Directions to PNC Conference Call Group Locations**

**Saturday, August 14, 2004 @ 10:00am PST**

[Seattle area:]{.underline}

**Hamilton Jet** is located at **1111 NW Ballard Way in Seattle**.  It
is north of the ship canal and east of 15th Avenue.  There are several
ways to get here.

 

Going through Seattle downtown:

Take Western Avenue north along the waterfront.  At the Magnolia Bridge,
the road becomes 15th Avenue.

Continue on 15th Avenue until you cross the Ballard Bridge (Ship
canal) - Stay in right hand lane

At the north end of the bridge, exit right towards Leary Way.

100 feet down the exit ramp, a road branches off to the right.  This is
Ballard Way.  Turn Right.

Hamilton Jet is 1-1/2 blocks down Ballard Way on the right - gray two
story building with blue stripe.  Name is on building.

 

Coming north on 99:

Follow 99 over the viaduct, through to the Battery Street tunnel and
continue north to the Aurora Bridge.  Stay in right lane.

At the north end of the Aurora Bridge is an exit to the right.  Take
this exit.  Stay top the left. 

At the stop sign turn left and go under 99.  Follow this road to the
stop light at Fremont Avenue.  The road you are on is 39th.

Go through the light at Fremont, staying on 39th and follow this road
down to Leary Way (next stop light).  Turn right.

Go though two stop lights.  First is at Hales Ales, second is 3rd
Avenue. 

After the second light, get in left lane.  The third street on the left
is Ballard Way.  There is the Acclaim Advertising building on the
corner.

Hamilton Jet is 1-1/2 blocks on the left.

 

From I-5:

Exit at 45th. (U of Washington)

Head west towards Ballard

Go 2-1/2 miles.  This will take you under 99.  After you pass under 99,
you will start going downhill into Ballard.  The first stop light after
starting downhill is 3rd Avenue.  The second is 8th Avenue.  The third
light is 14th Avenue.  Turn left.  There is a McDonald on the left and a
Safeway.

Go to the next stop light (6 blocks) which is Leary Way.  An Office Max
is on your left.  Go straight through the light.

Go one block, to a stop sign.  This is Ballard Way.  Turn left.

Hamilton Jet is the second building on the right.

 

Landmarks to let you know you are close:

Office Max

Bardahl Oil

Ballard Fred Meyers

 

If questions, call Oscar Lewis:

\(800\) 423-3509 Work

\(206\) 784-8400 Work

\(206\) 818-0719 Cell

[Washington Tri-Cities area:]{.underline}

WR Wiley Environmental Molecular Sciences Laboratory (EMSL) is located
on Battelle's campus in north Richland. Conference room 1077 (through
lobby, down hall way, on left):

From the [Tri-Cities Airport (PSC) in Pasco,
WA](http://www.portofpasco.org/aphome.htm): Exit south from the airport
parking area until you reach Interstate 182 ([or]{.underline} driving
south from Spokane on Hwy 395 to Pasco, then take Interstate 182 to
Richland), then travel west towards Richland. Take the George Washington
Way exit (Exit 5B). Continue north on George Washington Way for several
miles, then turn left onto Battelle Boulevard, and 1^st^ right on Q
Avenue. EMSL is the large brick building located at the end of Q Avenue
on left.

[Spokane area]{.underline} More information in the August Spokane
newsletter.

If questions, call Peter Smith:

\(509\) 376-4673 Work

\(509\) 521-1905 Cell