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July 2007

The General Ledger A PUBLICATION OF THE DENVER—CENTENNIAL CHAPTER

http://www.denverima.org Rocky Mountain Chapter http://www.imarockymountaincouncil.org

Location: Holiday Inn Select Denver—Cherry Creek

455 South Colorado Boulevard Denver, CO 80246 Times: 5:30 Registration and Social Hour

6:30 Dinner 7:10 Announcements

7:15 Speaker

8:25 Raffle and Closing Commentary

Meals: Boneless chicken Breast or Vegetarian Garden Penne Cost: $25 Members with reservations $28 Guests and members without reservations $17 Students with reservations Please RSVP by Friday, July 13, 2007 to

burytim@kellyservices.com.

Note when you email about your reserva-tion please include the word IMA in the subject line, so your message is not discarded as spam; do not put quotes around IMA. Please provide a meal preference in your email reservation.

Reservations not made by the Thursday be-fore the meeting will be charged $28. Please spell out your last name and company when call-ing.

Cancellations: Please call (303) 755-7702 at least 48 hours prior to the meeting. If you do not cancel, you will be billed for the meeting.

Denver IMA– Centennial Chapter Meeting July 19th, 2007

New Strategies and Trends in Investing - 1 hour CPE qualified -

Alan is a Registered Investment Advisor Repre-sentative and a CERTIFIED FINANCIAL PLANNERTM with over 15 years of experience. His industry knowledge and expertise, as well as his dedica-tion to serving his clients best interest, make him a highly sought-after financial advisor.

Investment trends and strategies change with the times. Sometimes it seems that they change so fast we can’t keep up. Is your investment port-folio optimal ~ Is it all that it should be? What should my investment focus be domestic or inter-national, or a combination of both? Are you up to date on the current market trends? You need to be. Buying Alpha – It’s the new hot topic!!

Invest in yourself and join us for an enlightening hour discussion as Alan Holman, CFP gives us a comprehensive overview of the following invest-ment topics:

New Trends

• Explaining why investment style boxes (large cap, small cap, growth, value, etc.) may not be beneficial and actually detrimental (this is a new hot topic right now)

• Investment strategies (various types and their pros/cons)

• Explaining efficient frontier (optimal portfo-lios)

• Benefits of diversification and how much is needed

• Understanding risk and the different types

• Explaining different investment styles, such as contrarian, value, etc. will help when choosing funds and understanding what the portfolio manager’s style means (cont p4)

Featured Speaker:

Alan D. Holman CFP Financial Advisor, Clifton Gunder-son Financial Services

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Dear Denver-Centennial IMA Chapter Members: I am a little late in writing my last letter, but we just got wonderful news – our Chapter has won 9th Place in the Stevenson Division against over 125 other chapters in our size category. As you know we will be recognizing this accomplishment at the 89th Annual Conference & Expo at the JW Marriott Desert Ridge in Phoenix, Arizona where our award will be accepted by Patti Simmers, incoming Presi-dent in June. Based on enthusiastic response to our new location at the Holiday Inn Select in Cherry Creek North, the board requested I renew the contract for another year. This has been done and a list of the meeting datesis included I this newsletter. Dinner meeting attendance was up 11% this year but you know there is always room for more and the hotel can accommodate a bigger crowd so please spread the word and bring your co-workers in the com-ing year. The board worked very hard to bring you as many opportunities for earning CPE as possible by adding educa-tional events this past year. We had a total of 12 speakers for CPE including the joint breakfast with the TMA, plus the Social and a wonderful plant tour at NREL. We have already started booking speakers for the new year and we will publish those as soon as they are known. Thank you for letting me serve you and I look forward to a continuing relationship with all of you, either in per-son or via email. Please remember the importance of maintaining your professional skills and advancing your career by being involved with continuing ed events and by becoming a CMA. Please call me if you have any questions on getting started on your CMA study program. Please put this upcoming CPE event on your calendar: • Rocky Mountain Area Conference. Earn 16 CPE (INCLUDING ETHICS)

September 28-29, 2007 at the Arvada Center. Continued from cover_________________________________________________________________________ • What dollar cost averaging means

• Pros/cons to new lifecycle/Lifestyle funds;

• Obtaining/buying alpha: the new hot topic and what it means;

• Explain the various investments instruments, such as hedge funds, ETF’s (what are they, how they differ from index funds, pros/cons)

• How to ensure we’re investing enough for our retirement especially given social security may not be available, and pensions are no longer provided by companies.

Alan sits on the national investment committee for Clifton Gunderson Financial Services, an affiliate of Clifton Gunderson LLP, the 13th largest CPA firm in the U.S. He is currently a member of the FPA and also serves the community through his commitment to non-profit organizations.

President’s Letter

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2007-2008 IMA Denver-Centennial Chapter Board Member List Name Position Email Phone

Patti Simmers President patti.simmers@comcast.net (720) 989-8822 Kathy Rinkel Secretary krinkel@msn.com (720) 870-2229

Ray Reed Treasurer raymondmreed@yahoo.com (720) 236-8822 VP Education

Debra Sedgeley Director of Speakers debra.sedgeley@cliftoncpa.com

Michelle Gustus Speaker Committee michelegustus@hotmail.com Speaker Committee

Galen Moore Special Educational Events (plant tours, workshops) glm811@earthlink.net (303) 805-9089

Ann Murphy Student Night Chairperson murphann@mscd.edu (303) 556-4695

Renee Hiser VP Finance & Admin, Raf-fle Coordinator rnhiser@yahoo.com

Tim Bury VP Membership BURYTIM@kellyservices.com (303) 755-7702

Tim Bury Calling Committee Chair-person BURYTIM@kellyservices.com (303) 755-7702

Guest & New Member Out-reach

CMA/CFM Programs

Dianne Green CMA/CFM corporate pro-motion dwg@greenacrestech.com

CMA Research

Robert Clasen Newsletter Editor cfocontroller@msn.com (303) 744-1179 DJ Allison Roster Editor

Andrew Vara Webmaster andrew@vara.us Larry Hall Employment Larry.Hall@tac-denver.com Mike Cima Front Desk Lead Person mikecima@aol.com (303) 698-3888 Front Desk Person

Kathy Rinkel Database Administrator krinkel@msn.com (720) 870-2229 Mike Westcott Past President mgwestcott@yahoo.com (303) 917-4407

Gene Robbins Past President crob199727@aol.com (303) 229-0768

Dawn Browne Area Conference Past President Dbrownecpa@aol.com

Brian Bedford Past President brianb@theima.org

Linda Hendrix Past President LGHCOLO@aol.com (303) 463-4690

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IMA Denver - Centennial Chapter c/o Robert Clasen 25896 E. 4th Place Aurora, CO 80018

The General Ledger June 2007 Newsletter A Publication of the Denver - Centennial Chapter

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