Institute of Management Accountants
East Bay - Northern California Chapter

West and South Contra Costa County and Alameda County

East Bay - Northern California Chapter
California State University - East Bay



Join IMA


  • Win additional market share with an aggressive pipeline building effort and expansion of the CMA in the U.S. and globally.

  • Drive member retention and loyalty in all regions by delivering tangible value through relevant programs, products, and services.

  • Raise awareness in the Student / Academic market to expand the membership pipeline and reach the Young CMA-certified Professional of tomorrow.

  • Master technology that directly impacts IMA members and our value proposition.


  • Respect for the individual

  • Passion for serving members

  • Highest standards of integrity and trust

  • Teaming to achieve

  • Innovation and continuous improvement

“We believe innovation and a spirit of continuous improvement are engines that keep us relevant, vital, and growing. Our culture embraces creativity and seeks different perspectives. We behave like owners of a “business,” managing risks and identifying new opportunities in serving members and advancing the profession.”

East Bay - Northern California Chapter Meetings

East Bay - Northern California CMA Program

Financial Management Network Video Session

2010 Microsoft Excel Presentation

Employment Page

REST 2017

East Bay - Northern California Chapter Board of Directors

East Bay - Northern California Chapter Board Meeting

East Bay - Northern California Chapter Newsletter

East Bay - Northern California Chapter Supports the California State University - East Bay with their Scholarship Programs

East Bay - Northern California Board of Directors Application


No Fee Accounting/Finance Mini Meeting
January 26, 2017

Hi Folks,

Have you ever wanted to sit next to a Finance Professional over a cup of coffee or a beer and ask, "What's it like to work for a CPA firm?" or "Is a Senior Accountant really a graduate over 40 years old?" Or many other job related questions.

Well, now is the time you can ask those types of questions! A group of finance people from the Institute of Management Accountants are going to meet for a very informal get-together at The Hopyard Alehouse and Grill in Pleasanton on January 26 at 5:30 PM. They are located at Hopyard and Valley Avenues.

We'll be there to chat about "old times", education, employment and a host of other topics! We'd like to make this the first of many "mini" meetings to be held periodically.

Join us for a beer or other beverage of your choice and find out what you always wanted to know about accounting and finance but were afraid to ask!!

This is a No Cost/Fee Event!

If you want more information, call Ken Shepard (408) 607-7866


  • Certified Management Accountant - Do you have your certification?
  • Are you interested in getting your certification?



Sponsored by:




One of the most valuable products offered by the IMA is a training program introducing and explaining up-to-the-minute accounting and finance issues.  View 4 video training programs and participate in the group discussion after each screening and receive 4 hours of CPE credit.

Robert Half International and local IMA Groups (The East Bay - Northern California and Diablo Valley Chapters)  are proud to offer Saturday Morning viewing and discussion session of current FMN tape to our membership for the remarkably low price of only $ 40.00!*    We really want to emphasize that these sessions are a genuinely interesting way of keeping current with impacts and changes in Accounting and Finance. 

*(Fee waived for Guests of RHI)

WHEN:          Saturday, January 14, 2017
                        Program begins at 9:00 AM to 1:00 PM

ADDRESS:     Keller Williams Training Center
                                5994 W. Las Positas Blvd.
                                Suite 101
                                Pleasanton, CA.  94588

EARN:       4 hours CPE Credit. (Late arrivals earn fewer hours).

Program Initiative:

In an effort to support the IMA and FMN, we would like to share valuable information regarding the association membership.

By joining the Institute of Management Accountants (IMA), you will receive:
3 free FMN 4-hour sessions (value at $120) to be used during first year of membership

The cost for IMA membership is approx. $210 and here are the benefits that are included in being an active association member:

Please feel free to contact anyone on our FMN team if you have further questions.

COST:        $ 40.00.
                   Full breakfast and lunch included in cost
RSVP:         Contact:
Tricia Scalzo       Email:

FMN Program

2010 Microsoft Excel Presentation

A new outreach program to our members by offering a one hour in-house Excel training session free. This is a new benefit for the East Bay - Northern California Chapter membership. The Chapter member may include company associates, outside associates, and other guests.

The specific EXCEL session is titled: “Pivot Table Start-Up Steps *And* Two Flexible Power Pivot Table Formats”. The link to the session slides is here.

Session Criteria:

  • Session may be booked by any active EB- NC Chapter member.
  • Only one session per member may be booked.
  • No charge to the member, your company, or additional associates/guests.
  • Request minimum of 5 attendees with no practical maximum.
  • A room is required with either AV system or ability to project slides on wall.
  • Attendees may bring laptop and do Excel steps live or just follow along with presentation printouts.
  • Are you a member of a non-profit or civic organization and think they might benefit from a session? Please contact me to book a separate session.
  • Does your organization need Excel Power Pivot? No. This session may help decide if investment into Power Pivot is reasonable.
  • Want to include attendees remotely? Of course! But organization will need to set up Skype/WebEx availability.
  • This is the only free Excel session available to active EB-NC Chapter members; so please take advantage of it.

Fair Warning: The last five minutes of the session will be a discussion on reasons to join IMA and get the Certified Management Accountant (CMA) credential from the IMA. We will have brochures on both the IMA and the CMA certification.

Interested?  Contact John Hallett at or call 925-285-5824. This is a member benefit to you as an active EB-NC Chapter member


Golden West &
Pacific Nortwest Councils
of the IMA present:


REST 2017

February 18-20, 2010

The Golden West Council and the Pacific Northwest Council of IMA, representing 28 chapters in eight states, is pleased to present the premier educational event in the Western U.S. – REST 2017. This two and a half day program celebrates its 20th year of offering high quality, leading edge programs geared to accounting and finance professionals. Prior year attendees have been impressed with the quality of topics and speakers, combined with a low cost destination served by airlines, and offering low cost transportation. This type of seminar is an excellent opportunity for both business and personal networking not available through other CPE delivery mediums.

REST 2017 Brochure

Costs: $425.00 after January 16, 2017 $450.00 (Full Session)

Registration: REST-IMA website:

For more information contact Barry Nathan
     "This website most compatible on Google Chrome, IE 8+, Mozilla Firefox, and Safari browsers"


REST 2017 Scholarship Application

Sponsored By: 





EB-NC Chapter Board Meeting 
Tue, January 17, 2017 5:30 PM - 6:30 PM Pacific Daylight Time 

Please join our meeting from your computer, tablet or smartphone.  

You can also dial in using your phone. 
United States +1 (646) 749-3131
Access Code: 888-083-613

2016-2017 Chapter Board of Directors

East Bay - Northern California Chapter Members are eligible participate on the Board of Directors,
if interested please contact one of the board Members listed below.
President  John Hallett
Secretary     Michael Gorski
Treasurer  Robert Hulin
VP of Administration Open
VP of Education Melanie Einbund
  Dir. of Excel Program Open
  Dir. of FMN Program Tricia Scalzo
  Dir. of CMA Program William Sievers
VP of Communications Open
  Dir. of Marketing Open
  Dir. of Community Services Chung Bothwell
VP of Membership William Sievers
  Dir. of Member Relations Open
VP of Young Professionals Ken Shepard
  Dir. of Student Services Jimmy Zhang
Directors at Large Sherry Morse


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