Aug. 19-20, 2022 - CPE, Networking, Meeting - San Diego, CA

Starts:  Aug 19, 2022 01:00 PM (PT)
Ends:  Aug 20, 2022 05:00 PM (PT)
Associated with  Wild West Regional Council
Please join us in San Diego for CPE, networking, and our first meeting of the new fiscal year!

(Virtual option available for CPE and Meeting also)

Please note IMA's updated COVID policy below.  A completed waiver will be required for in-person attendance.  

Friday, Aug. 19, 2022 - 1:00 pm to 4:30 pm -  CPE - 3 hours
Location:  CBIZ, San Diego Office*

Session 1 (1 hour):  Tax Update

Presented by Tim Hart, Tax Manager, CBIZ
Administrative, legislative, and judicial updates emerge from Washington each quarter that may affect your business.  This general tax update assists CEOs, CFOs, financial executives, advisors, and other interested parties in navigating the complex tax environment.  From federal tax reform to IRS guidance, topics covered will provide the up-to-date information you need to help you plan for the future.

Session 2 (2 hours):   ESG (Environment, Sustainability, and Governance) Reporting
           Presented by Dr. Kristine Brands, Air Force Academy
ESG is the new challenge for management accountants:  reporting on non-financial matters for your company.  You need to collaborate with experts from other parts of your company while verifying what is reported is based on actual and reliable sources.  In addition, you must insure the same information will be available and updatable each reporting period as you add internal controls over it.  View the objectives for this session here.

Register in advance for one or both sessions:

Friday Evening - Jake's Del Mar - 6:30 pm - Please register in advance

Saturday Morning:  Wild West Council Business Meeting at CBIZ*

Zoom information for meeting

Meeting ID: 871 3481 1066

Passcode: 028700

One tap mobile

+16694449171,,87134811066# US

Saturday Afternoon and Evening:  
   Museum of Contemporary Art - San Diego - 1:30 pm to 2:30 pm
      This will be a docent led tour of the museum.  Please register as soon as possible.

   Dinner at George's at the Cove, La Jolla - 4:30 pm to 6:30 pm
        Please register for this event -

Location for CPE session (Friday afternoon) and WWC Meeting (Saturday morning):


13500 Evening Creek Drive N, Suite 450
San Diego,  CA  92128

CBIZ is approximately a 20 minute drive north and east from the hotel (longer at rush hour, which we should miss).  From the hotel it is north on the 805 bypass to state highway 56 east.  It is located where the 56 intersects Interstate 15 - it is about 15 miles from the hotel.

Recommended Hotel:
Country Inn & Suites by Radisson, San Diego North, CA

5975 Lusk Boulevard
San Diego, California 92121

Phone:  1 (858) 558-1818

Rates - Approximately $272/night and up

The WWC does not have special rates.  Please book the hotel on your own.

For those who can't attend in person, the CPE and WWC meeting will be available online.  Please check back later for a Zoom link.

IMA Wild West Council Event Disclaimers:

As of July 14, 2022, San Diego was determined to be a high level risk for COVID-19.  Please review IMA's guidelines below.

IMA's Policy on In-Person events, effective July 1, 2022:

IMA remains of the position that the global vaccination campaign is key to any continued advancement against the global pandemic. Given this, there continues to be substantial evolution to the COVID-19 pandemic that could impact IMA’s goal of promoting successful in-person volunteer meetings, events, and gatherings (hereinafter collectively referred to “Volunteer Attendance”) across the globe.

Therefore, we have issued the following updated Guidelines, effective July 1, 2022, which will supersede and replace guidance issued in prior memos. We ask you to note the following, as applied across-the-board to all global volunteers, members, and guests (hereinafter collectively referred to as “Volunteers”) when acting, meeting, and otherwise performing in a non-staff/contractor, and volunteer-only capacity:

  1. IMA strongly recommends vaccination, boosters and masking, subject to an IMA waiver and compliance with federal, state and local guidelines, including for all Volunteers to obtain all recommended doses of the COVID-19 vaccine as approved by your local governmental bodies and health authorities;
  1. Effective July 1, 2022 all Volunteers are strongly recommended, but are no longer required to obtain vaccination and boosters in order to proceed with their Volunteer Attendance. Please note we still expect waivers to be completed and collected at all IMA chapter and council events but are no longer requiring vaccinations.  
  1. IMA Global will continue to work diligently to develop (and respond to) plans geared for Volunteer Attendance, to implement this updated guidance; and
  2. We ask for your continued understanding and patience as this guidance could continue to evolve, on the same level of diligence and monitoring that gave rise to this updated policy.

 COVID-19 conditions may continue to differ substantially from country to country. We will continue to abide by local regulations for public gatherings and follow guidance from the World Health Organization. Please contact IMA Global if you have any further questions.

Photography Disclaimer:  Please note that photographs will be taken at IMA Wild West Council Events.  By registering and attending these events, you consent to having your photograph used on our website, social media pages, and/or in our newsletter.  

Liability Waiver: By registering for this event, you agree and acknowledge that you are undertaking participation in IMA® (Institute of Management Accountants) events and activities as your own free and intentional act, and you are fully aware that possible physical injury might occur to you as a result of your participation in these events. You give this acknowledgement freely and knowingly and that you are able to participate in IMA events, and you do hereby assume responsibility for your own well-being.


13500 Evening Creek Drive N
San Diego, CA 92128


Andrew Vara