11/20/2023

Members,

The San Antonio chapter has 3 exciting events in the next 3 weeks!  All details are posted to the website – https://SanAntonio.IMAnet.org.  As always, these events are open to non-members.  So please invite a colleague!

Wednesday, Nov 30th – Lunch N Learn (100% virtual, 1 hr CPE, 12-1pm CT, totally free!): 
AI and Accounting:  Building Better Systems for the Future – presented by Lawrence Coffee

Learning Objectives: 
  • Understand the basics of Automation and AI Use Cases in Accounting from Small Business, scaling to Enterprise.
  • Challenges facing Data Quality and Self Service in the AI era.
  • The Case for AI Governance and the evolving AI Regulatory Landscape.

Friday, Dec 8th – Lunch N Learn (100% virtual, 1 hr CPE, 12-1pm CT, totally free!):
Excel 301 (Intermediate Excel Tips & Tricks) – presented by Brian Butler
Learning Objective: 

  • Gain an understanding of how certain Excel functions can be used to establish a DATA FOUNDATION that will result in a meaningful analysis in virtually any setting.

Wednesday, Dec 13th – regular chapter meeting (in person 5:30pm-8pm CT/virtual 6-8pm CT, 2 hrs CPE):  
NOTE THE unusual date:  2nd Wed instead of 3rd Wed due to holidays!
Bending the Curve:  Leading in Unprecedented Times – presented by Michael Loschke
Learning Objectives:

  • TBD

Tax Update for 2024 (Federal & Corporate) - presented by Jennifer Larson (former SA Chapter President!)
Learning Objectives:

  • TBD

– Mike Lovelace, CMA
co-VP of Member Engagement

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