Financial Planning and Analysis with Creative Curiosity

When:  Jul 16, 2019 from 5:30 PM to 7:20 PM (MT)
Associated with  AZ Valley of the Sun Chapter

Financial Planning and Analysis with Creative Curiosity

The speaker will be: Stephen Mason, CMA  “An humble man of simple numbers”!

This session will provide hour of one CPE. The plate dinner will be a Honey Ginger Grilled Salmon served with Roasted Potatoes & Fresh Seasonal Vegetables

Water Relief Drive

The cases of water will be donated to the Salvation Army of Phoenix and
distributed to those in need throughout the Valley.
If you would like to donate, please bring your bottles or cash donation to
the July 16th session. If you have any questions, please call Rich Leonard at

Location: Phoenix Airport Hilton Hotel 2435 S 47th Street Phoenix
Speaker: Stephen Mason, CMA

CPE: 1 hour CPE tech session.

Synopsis: Stephen will focus on Creative Curiosity with Financial Planning and Analysis, providing an overview of certifications- FP&A professional designation (certificate) VS IMA’s CSCA Certificate.  Followed by a discussion on  the genesis of the rise of the FP&A focus & awareness? (CMA’s have always focused on analytics) -So why now? So how does this relate to KPI’s, CSF’s and the elusive “Dashboards”?  Where do we start? Add Curiosity to this and you have a very interesting talk! 


Learning Objectives:

  1. Financial Planning in today’s world with the new tools
  2. Overview of Financial Planning certifications
  3. Innovation with Financial planning

Meeting Schedule and Notes:

5:30 PM to 6:00 PM Networking

6:00 PM to 6:20 PM Dinner

6:20 PM to 7:10 PM Technical Session (1 Hour CPE)

Photography: By registering for this event, you agree and acknowledge that IMA® (Institute of Management Accountants) along with its partners, subcontractors, or affiliates plan to take photographs at the AZVOTS (Arizona Valley of the Sun) IMA Chapter Event for reproduction in educational, news, or promotional material, whether in print, electronic, or other media including IMA and IMA’s affiliate partner websites. By participating in the AZVOTS (Arizona Valley of the Sun) IMA ChapterEvent, you grant IMA and any of its designated subcontractors, partners, or affiliates the right to your name and image (both photographs) for such purposes.

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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Phoenix Airport Hilton Hotel
2435 S 47th Street
Phoenix, AZ 85034
Event Image


Brian Haberlin