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Please register for In-Person events by clicking the REGISTER button at the bottom of this page.
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You will be required to enter your IMA number (enter "N/A" if not a member) and email address to complete the registration.
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Join the AZ Valley of the Sun Chapter and the Wild West Council Friday and Saturday, February 14-15, 2025. Your officers have planned a wonderful set of events that will make it worth your trip there or you can attend selected events virtually.
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The CPE events and the Wild West Council Meeting (WWC) will be held at the Phoenix CBIZ office:
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ONLY VIRTUAL ATTENDANCE IS AVAILABLE FOR THE WWC MEETING
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CBIZ
4722 N. 24th Street
Conference Room Level A
Phoenix, AZ 85016A
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Recommended hotel for folks coming from out of town is:A
Hampton Inn - Biltmore
2310 E Highland Ave
Phoenix, AZ 85016
602) 956-5221
Give reservations the corporate rate code "CBIZ" to get the $305 nightly rate plus taxes.
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Outline of the activities are (more details and registrations/logins will follow – all times are Mountain Time):A
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Friday, February 14A
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2:00PM to 4:30PM 2.0 hours CPE Sessions via Zoom
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ONLY VIRTUAL ATTENDANCE IS AVAILABLE FOR CPE SESSIONS
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To attend via Zoom, please register using the links below. For in person attendance, use the "Register" button at the bottom of this page. (Sessions start at 2 pm, but Zoom room opens at 1:30)
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1st Speaker: Ben Hays|YPTC Manager
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Topic: Cash Forecasting
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Learning Objectives:
- Identify cash management best practices
- Introduce and define short-term, and long-range-forecasting tools
- Summarize the importance of cash forecasting
Speaker Biography:
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Ben Hays is a Manager with Your Part-time Controller, LLC (YPTC) in the Arizona and New
Mexico market. YPTC is an outsourced accounting consulting firm specializing in accounting for
non-profit organizations.
Ben is a purposeful and passionate professional accountant who combines over 25 years of
experience from Big 4 firms, regional establishments, and successful self-employment ventures in public accounting, tax consulting, and accounting consulting for both profit-oriented and
nonprofit organizations. His expertise includes strategic planning, delivering the story behind
the numbers to executives, board members, and stakeholders to enable effective decision
making, and optimizing processes and procedures. Ben’s exceptional background offers a
diverse fusion of accounting, taxation, budgeting, strategic planning, reporting, and nonprofit
industry expertise.
Ben is driven by a profound passion for delivering accounting services that serve a higher purpose. He takes pleasure in leveraging his accounting expertise to support nonprofits in advancing their mission, empowering communities, and fostering positive change in the world.
CERTIFICATIONS
Arizona State Board of Accountancy
Certified Public Accountant, since 2001
EDUCATION
Brigham Young University
Master of Accountancy in Tax
Bachelor of Science, Accounting
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2nd Speaker: Lizeth Herrera|YPTC Manager
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Topic: The Art of the Charts
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Learning Objectives:
- Recognize core concepts and essential elements that contribute to effective data visualization and storytelling graphics.
- Distinguish between different types of commonly used charts.
- Recognize which chart types to select based on the data and the story that needs to be told.
Speaker Biography:
Lizeth Herrera holds a Bachelor’s and Master’s degree in Accounting from the University of Texas at El Paso. With over 15 years of experience in audit, finance, and accounting, Lizeth began her career at KPMG before transitioning into leadership roles in internal audit and accounting across various industries.
Since joining Your Part-Time Controller in 2018, Lizeth has focused on strengthening the financial
operations of nonprofit organizations, helping them build a solid foundation for their mission-driven work. Her passion for serving nonprofits extends to her role as Treasurer for Arizona Hands & Voices, a nonprofit organization that supports families with children who are deaf or hard of hearing.
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6:00 PM Dinner
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(RESERVATIONS CLOSED - FULLY BOOKED)
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2502 East Camelback Rd, Phoenix A
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Saturday, February 15
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9:00 AM – 11:30AM Council Meeting
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Zoom link to Wild West Council meeting:
Meeting ID: 831 2416 5951
Passcode: 321405
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2:30 PM Guided Tour of the Musical Instrument Museum
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Musical Instrument Museum(MIM)
4725 East Mayo Blvd
Phoeniz, AZ
$20 per person payable to IMA WILD WEST COUNCIL for checks (Cash is fine).
Tour is one hour - then we will have time to explore what ever area of the museum interest you.
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6:00 PM Dinner
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21001 N. Tatum Blvd
Suite 4
Phoenix, AZ
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As always, watch the Wild West Council Events page and future emails for more details.
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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.
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