President's Message

President's Message

Greetings fellow North Penn IMA members!

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Thanks to all who came to our last meeting on April 17th. Our guest presenter, Lisa Penn, Director of Coaching for SEI Wealth and a Certified Gallup Coach, educated attendees on the ‘ask” and “offer” elements of mentorship. If you attended the presentation and are a CPA or CMA, make sure you complete the North Penn IMA survey for CPE credit. The survey was emailed from If you did not receive the survey, please reach out to our Director of Education, George Bancroft.

Congratulations to Temple University IMA Student Chapter member Massah Kachlan, the 2018 IMA North Penn Chapter Jack Wright Student Scholarship winner!! Massah’s financial burden was lightened with this $500 award which allows him to focus more on the most important aspect of school, learning.

A vote will be held at our May meeting for the nominees of our 2018-2019 Board Officers and Directors. Only IMA members in good standing are permitted to cast a ballot. New Officers and Directors will serve for the Chapter year commencing on July 1, 2018 and concluding on June 30, 2019.

We look forward to seeing you in the Fall as we restart our monthly dinner meetings and CPE. Below is our schedule. Cocktail hour begins at 5:45 followed by dinner at 6:30 and our continuing education presentation at 7:15. Please mark your calendars!

Tuesday, September 18, 2018 Tuesday, October 16, 2018 Tuesday, November 20, 2018 Tuesday, December 4, 2018 Tuesday, January 15, 2019 Tuesday, February 19, 2019 Tuesday, March 19, 2019 Tuesday, April 16, 2019 Tuesday, May 21, 2019


Enjoy your summer,

Bernadette Courtright, CMA