Community Announcements

May Newsletter

What a spring it has been!  We hope that all of our members are staying healthy and safe during this time.  COVID-19 has turned many of our lives upside down – from working at home, to employment losses, closed businesses, changes in routine, school closings, homeschooling our children, and missing our friends and family.  It is a good reminder that we are all in this together – even if we are apart.  This is a wonderful time to support small businesses by purchasing gift cards for later use, donating to a charity, or checking in with your friends and family via phone, facetime or zoom.

Due to the COVID-19 health concerns, the IMA has cancelled the 2020 Annual Conference and Expo. However, IMA has generously provided several free courses to assist members in earning CPE credit.  Some of these courses are:

IMA Data Analytics & Visualization Fundamentals Certificate – worth 9 NASBA CPE

Communicating in the 21st Century – worth 1 NASBA CPE

Blockchain 101 by IMA – worth 1 NASBA CPE

IMA webinars on demand – varies based on webinar

There are also several live webinars coming up.

IMA is also offering a waiver of dues for those members that are experiencing financial hardship.  For more information on this contact IMA at (800)-638-4427 or using the Contact Us form on the IMA website.

Our Board of Directors has awarded the Michigan Upper Peninsula IMA Chapter Student Scholarship to Tyler Skufca.  Tyler is a senior at Northern Michigan University and will earn his undergraduate degree in the Fall of 2020.  He intends to enroll in NMU’s MBA program for Winter 2021 and to sit for his CMA exam with the next year.  His professional goal is to work up to a CFO position in a manufacturing environment.

Board elections for the 2020-2021 year were held via email.  Results of the election are as follows:

Stacy Boyer-Davis            President

Gary Simpson                    Membership Vice President

Paul Byrnes                       Administrative Vice President

Mary Schlitt                       Treasurer

Mary Gingras                     Secretary

Richelle Schwaller            Webmaster

Stacy Boyer-Dave             Regional Council Delegate

The next board meeting will be held in October, date to be determined.

Please do not hesitate to contact me at any time with questions regarding the Michigan Upper Peninsula IMA Chapter

Stay safe and well,


January Newsletter

Happy New Year, IMA Upper Peninsula Chapter! 

As many of you are working through year-end closes and audits and reflecting upon annual performance, we, as a chapter, are doing exactly the same.  2019 was a fantastic year for the IMA: we turned 100 years old and exceeded 125,000 members.  Over 70,000 CMAs have been certified in over 140 countries and the new CSCA (Certified in Strategy and Competitive Analysis) credential is gaining significant traction. 

Regionally speaking, we welcomed new student, academic, and professional members.  We elected an active board to our chapter.  We, as a board, were engaged with the Regional Council in East Lansing.  We offered CPE events including, most recently, a tour of the Marquette Board of Light and Power.  Our annual meeting was well attended and our guest speaker, Steven Nystrom, delivered a thought provoking talk on cyber security and the accounting profession.  Proudly, the U.P. Chapter was awarded a $500 grant from the IMA Foundation to grow our student and young professional memberships. 

Plans for 2020 events are currently underway.  Our first board meeting of the year is tentatively scheduled for Friday, March 13 at noon at Hudson’s Restaurant in Marquette, MI.  Please join us.  Our members or those interested in joining our organization are welcomed!  During the meeting, we will hold our annual election for our board members and officers and plan upcoming events and service projects. 

Expand your business network while sharpening leadership skills at the Women's Accounting Leadership Series.  All are invited to join like-minded colleagues in an engaging discussion on how to navigate opportunities to improve your career success. This event will be held at Baruch College Vertical Campus Conference Center, 55 Lexington Avenue, New York, NY, Room 14-220, 14th floor.  Register now at the website.

This year, the IMA’s Annual Conference & Expo has moved to Atlanta, GA and runs from June 21-24.  Consider attending to learn, network, grow, and earn CPE.  A fantastic lineup of speakers includes Tyler Schultz, the Theranos whistleblower and entrepreneur; Katty Kay, BBC World News America lead anchor and best-selling author; and Gregory Offner, Chief Disruption Evangelist.  Registration for ACE2020 will open on February 12.

Check out the new CPE offerings on the website including an IMA Ethics Series: Action Required – Navigating Ethical Dilemmas and IMA Excel 365: Tips in Ten.  Other upcoming webinars include:

Using FP&A to Drive Results, Not Just Predict Them
Inside Talk
January 22, 2020 11:00 AM - 12:00 PM

The Clunky Dance Between Strategy and Risk
Strategic Management
January 27, 2020 01:00 PM - 02:00 PM

Bridging the Profession-Education Gap: A Beginner’s Guide to Blockchain
Inside Talk
January 31, 2020 10:00 AM - 11:00 AM

Please do not hesitate to contact me or anyone else on the UP Chapter board with ideas for meetings or events or strategies to grow our membership. 

Wishing you all a 2020 rich with the blessings of health, happiness, and success.

Stacy, President

December 2019 Newsletter

Greetings IMA members!
The Michigan Upper Peninsula chapter held their holiday and annual meeting on NMU's campus on Friday, December 6, 2019.  We would like to express our thanks to Steven Nystrum for his wonderful presentation on cybersecurity, and to Northern Michigan University for hosting us.

Our chapter also had the opportunity to tour the Energy Center at the Marquette Board of Light and Power on December 12, 2019.  It was a fascinating tour, and we would like to extend a special thank you to the Marquette Board of Light and Power for that special opportunity.

The board welcomes your ideas and efforts to grow our chapter and its impact.  Please do not hesitate to get involved!

I wish everyone a healthy and prosperous 2020!

Stacy Boyer-Davis, Ph.D.
President, 2018-2019
Upper Peninsula Chapter

2019 Holiday party participants
2019 holiday party and annual meeting at
the Northern Michigan University Northern Center
From left to right: Tyler Skufca, student; Adam Cook, student;
Mary Gingras, board secretary; Kayleigh St. Martin, student;
Madeline Reschke, student; Jacob Moore, student;
Dr. Stacy Boyer-Davis, board president and NMU professor;
Dr. Paul Byrnes, board vice president and NMU professor;
and Steven Nystrom, guest speaker.
participants at Marquette BLP tour
Marquette Board of Light & Power facility on 12/12/19
Pictured: Dr. Stacy Boyer-Davis and Northern 
Michigan University students Kyle Selmser, Jacob Moore
and Madeline Reschke

IMA Michigan Regional Council Meeting 12/5/2019

Dear IMA Michigan Council and Chapter Leaders,
Our next IMA Michigan Regional Council Meeting is scheduled for Thursday, December 5, 2019 in East Lansing, MI and you're invited to join us.  Our meeting will be at the Spartan Hall of Fame Cafe Sports Bar & Restaurant, Off-Site Catering | East Lansing & Lansing, MI | The Spartan Hall of Fame Cafe.  
We'll be approaching the mid-point of the 2019-2020 fiscal program year by the time we meet in December.  
We had a successful fall conference thanks to the leadership of Chuck Phillips and the hard work and dedication of everyone
one on the conference committee, our Moderator, Doug Hicks, and an excellent slate of speakers that included Paul Juras, 
IMA Global Chair-elect for 2020-2021, and Lee Bennett who helped insure that we had a fall conference page with links to
speaker bios and slides.  I look forward to hearing the feedback provided by those who attended the fall conference this year.
From looking at the events pages of our Chapter websites, there are a lot of good topics and presenters planned for upcoming
monthly meetings, as well as, the Detroit Chapter's Conference and the MI Council and Michiana Chapter Student Conference 
scheduled in the spring of 2020.  The IMA Michigan Regional Council Board is here to help you serve the members who rely on 
the services and networking that the IMA community provides.
A copy of the Agenda for our December meeting is attached.  Please let me know if I have missed anything that you are wanting
to be included and discussed at the next meeting.
If you cannot attend in person, please watch for information from John Engel about joining the meeting via zoom conferencing.
Have a Great Thanksgiving and Thanks for All that you do for the IMA and its Members,
2019-2020 IMA Michigan Regional Council President

Newsletter - October 2019

Greetings Institute of Management Accountants (IMA) Members.  Mother Nature is reminding us that winter is, perhaps, soon on its way to the U.P. as the first snowflakes fell in our area over the weekend. 

U.P. Chapter Board Meeting

The U.P. Chapter fall board meeting will be held this Friday, October 18 at noon at Hudson’s Restaurant in Marquette.  Members are welcome to attend, especially if anyone in our chapter has aspirations to become an officer next year.  During this meeting, we will discuss membership, the annual budget, determine the date and location of our annual meeting and holiday event, and establish our next CPE plant tour experience.

Michigan IMA Regional Fall Conference

Save the date for the 18th Annual Michigan IMA Regional Fall Conference, sponsored by the IMA Michigan Council: Monday, October 28, 2019 from 8:00 AM to 4:45 PM at the Kellogg Center at Michigan State University in East Lansing, Michigan.  This is a one-day conference for accountants and financial staff with 8 hours of CPE with two hours of Ethics Training.   Price includes lunch, breaks, participant materials, and parking.  A link to register for the event is:

Memorial Education Fund Grant Award

The U.P. Chapter applied for and has been awarded $500 from the IMA Memorial Education Fund Grant to host events to grow student membership.  Members with ideas for recruitment are welcomed and will be discussed at this week’s board meeting.  Speaking of membership, please promote IMA membership and certification within your organizations.  Explain the edge, earnings power, and ROI of a CMA.  CMAs earn 55% more in median compensation as compared to non-CMAs, according to the IMA 2019 Global Survey.  For academic members, please promote the IMA and CMA in your classrooms.  Please reach out to me for marketing materials or support in your membership drive endeavors.

Please do not hesitate to contact me if I can be of any support or service to you or your organizations.

Best regards,

August Newsletter

Greetings Institute of Management Accountants (IMA) Members.  I hope that everyone is having a fabulous summer season and a profitable and efficient Q3.  For our academic and student members, the fall semester is soon upon us and Labor Day is right around the corner. 

In late May, I attended the Northeast Wisconsin Manufacturing Alliance Industry 4.0 Plant Tours & Dialogue sessions.  Faculty, deans, and staff from Wisconsin and Michigan colleges and universities attended a variety of plant tours.  Specifically, I had the distinct privilege to tour Samuel Pressure Vessel Group in Marinette and have lunch with their management team.  I also toured EMT International in Hobart, Wisconsin.  A special thank you to both organizations for their gracious hospitality.  Then, at the Lambeau Field conference center in Green Bay, round table forums convened to discuss Industry 4.0, (the Industrial Internet of Things IIOT), the next chapter of the industrial revolution that focuses heavily on automation, machine learning, interconnectivity, and real-time data.  As a group, we reviewed data from the recent Manufacturing Alliance’s Industry 4.0 study and talked about the much needed skills for the manufacturing jobs of tomorrow and beyond.  Microsoft sponsored the event.

Speaking of plant tours, information regarding the UP Chapter fall plant tour CPE event is forthcoming.  Details will be published in our upcoming September 2019 newsletter.  Stay tuned.  As for CPE, please take advantage of the hundreds of sessions and webinars offered by the IMA to keep those certifications current.

Unfortunately, I did not have the opportunity to attend the IMA’s Annual Conference and Expo (ACE) in San Diego in June.  For those members who did, I welcome you to share your experiences with our chapter.  Please email me at  Your stories will be published in a future UP Presidential Press newsletter.  Just a reminder that presentation proposals for ACE 2020 are due by August 30, 2019.

The next Upper Peninsula Chapter board meeting will be held on Friday, September 27 at noon EST at Hudson’s Classic Grill & Bar in Marquette, MI.  Please join us or write to me with any agenda topics.

Please promote IMA membership and certification within your organizations.  Explain the edge, earnings power, and ROI of a CMA.  CMAs earn 55% more in median compensation as compared to non-CMAs, according to the IMA 2019 Global Survey.  For academic members, please promote the IMA and CMA in your classrooms.  Please reach out to me for marketing materials or support in your membership drive endeavors.

Please do not hesitate to contact me if I can be of any support or service to you or your organizations.

Best regards,

May Newsletter

Greetings Michigan Upper Peninsula IMA Chapter and happy springtime!  Lawns are starting to green, the snowfall seems to have ended, and temperatures are slowly rising.  Although, I was just in Houghton on Friday and the ski hill is, still, a bit white with snow.  Also at this time of year, the Board of Directors has the distinct privilege of awarding the Michigan Upper Peninsula IMA Chapter Student Scholarship.  This year’s UP Chapter student scholarship recipient is Nate Lewis.

Nate Lewis is a senior at Northern Michigan University, majoring in accounting. Originally from the greater Seattle area in the state of Washington, Nate chose to attend Northern at first because of the opportunities with the weightlifting team and Olympic Training Site. During his time at NMU, he has been able to reach goals in his athletic career as well as receive an education that will help him succeed for the rest of his life.  Nate stated that he “feels very fortunate to have found the accounting program at Northern as the faculty has helped me to learn more about potential career paths and led me to outstanding opportunities. After leaving NMU, I hope to work in public accounting on the tax side and try to learn everything that I can! This summer, I will be interning with a firm called Moss Adams in their Everett, WA office location. I am excited for this opportunity and the many more to come thanks to my experiences in Marquette.”

Stacy Boyer-Davis, UP Chapter President and Nate Lewis, scholarship winner
Stacy Boyer-Davis, UP Chapter President
and Nate Lewis, scholarship winner

Congratulations to Nate!

At the March 1, 2019 board meeting, officer elections for the 2019-2020 year were held.  Results of the election are as follows:

Stacy Boyer-Davis                  President
Gary Simpson                         Membership Vice President
Paul Byrnes                             Administrative Vice President
Mary Schlitt                            Treasurer
Mary Gingras                          Secretary
Richelle Swaller                      Webmaster
Stacy Boyer-Davis                  Regional Council Delegate

In advance, thank you to the board members elect and their willingness to serve our Chapter!

Any member of the Chapter may join the Board and is encouraged to do so.  Elections are held each spring.   

At the most recent board meeting, Gary Simpson, Membership Vice President, provided an update regarding Chapter membership.  Welcome to all new student, educator, and professional members!

Another newsletter will be produced before the end of the fiscal year (June 30) to reveal details regarding the fall plant tour CPE opportunity currently in the planning stages.  If any members are interested in offering plant tours at their workplaces, please contact me via email,

Please do not hesitate to contact me at any time with questions regarding the Michigan Upper Peninsula IMA Chapter.

Warm regards,

December newsletter

A Message from the President

Auld Lang Syne:

As we embark on the start of a new year, I would like to reflect on all of the contributions our members have made on behalf of the Upper Peninsula chapter during 2018.  Thank you for your continued support and service.  A very special thank you to our board of directors: Joel Thompson, Paul Byrnes, Gary Simpson, Mary Schlitt, Richelle Swaller, and Mary Gingras. 

Our annual meeting and holiday event was held on December 7, 2018 at the University Center on the Northern Michigan University campus in Marquette.  The guest of honor was Dr. Joel Thompson.  He was presented with a plaque to commemorate his 30 years of IMA membership and 15 years serving as President of the chapter.  Keith Glendon, the Global Program Director for IBM, was the guest speaker.  He presented a thought-provoking discussion regarding cybersecurity and the impact upon the accounting profession.

The winter edition of our chapter newsletter will contain information about upcoming events including the February board meeting, officer elections, and a plant tour opportunity. 

The board welcomes your ideas and efforts to grow our chapter and its impact.  Please do not hesitate to get involved!

I wish everyone a healthy and prosperous 2019!

Stacy Boyer-Davis, Ph.D.
President, 2018-2019
Upper Peninsula Chapter

IMA board
IMA Board Members with Joel Thompson

Newsletter - September 2018

An Address from the President

It is my honor to serve as the President of the Upper Peninsula chapter of the Institute of Management Accountants for the 2018-2019 year.  Most of our IMA members may not be familiar with who I am or my background so please allow me a moment of your time to formally introduce myself.  My name is Dr. Stacy Boyer-Davis.  I am an Assistant Professor of Accounting and the interim Assistant Department Head for Accounting, Finance, and Computer Information Systems at Northern Michigan University.  In 2017, I moved from Pennsylvania with my husband, daughter, (and two cats), to join the College of Business teaching faculty.  My 20+ years of work experience is broad and varied ranging from private accounting in the oil and gas industry to public accounting services (tax, audit, attestation, and consulting), and from serving as a divisional compliance manager for the largest healthcare textile laundry in Pennsylvania, followed by the Director of Accounting Services for a state-system university.  My education is as equally varied.  I earned my Bachelor of Science degree in Accounting, coupled with three Masters degrees: Accounting and Finance, MBA, and Human Resources Management, and a Ph.D. in Business.

Extraordinary Service by Dr. Joel Thompson

I have big shoes to fill in this role.  Following Dr. Joel Thompson is difficult to say the least.  He has been a member of the IMA since 1988 (30 + years) and has served as the President of the U.P. chapter from 2003 – 2018.  Only Franklin D. Roosevelt has served a presidency longer than Dr. Thompson.  During Joel’s presidency, the IMA has taken plant tours of Pioneer Surgical, Fraco Concrete, Verso Corporation, and Argonics, to name a few.  Joel led the members each year with the PBS telethon drive service project.  We will continue to uphold your legacy, Joel, to advocate the management accounting profession, empower our members with strengthened on-the-job skills to better manage companies and accelerate careers, and promote member enrollment and participation.  On behalf of the IMA Upper Peninsula chapter and the board that serves its constituency, we would like to express our sincere gratitude to you for your extraordinary service to the IMA U.P. chapter.   

IMA Annual Conference and Expo

I had the distinct privilege to attend the IMA Annual Conference and Expo held in Indianapolis, IN in June.  One of the hallmarks of this conference was meeting Jeffrey Thompson, the President and CEO of the IMA and Ginger White, the Chair (2018-2019), along with many of IMA members from around the country and world.  A primary reason for my attendance was that I was one of two academics selected to present their research as part of the Research Lab events.  The conference offered numerous presentations with distinguished guests.  Two, in specific, that I attended included Emmitt Smith, pro football Hall of Famer, NFL’s all-time leading rusher, 3-time Super Bowl champion presenting “Game On: A Championship Vision” and Alec Ross, New York Times best-selling author and former senior advisor for innovation at the State Department presenting “Understanding Our Changing World.”  Scott Manninen, the Controller for Eagle Mine, Lundin Mining Corporation, and I attended a special viewing of the film All the Queen’s Horses, depicting the Rita Crundwell fraud perpetrated in Dixon, Illinois.  I even had my photograph taken with the IMA robot, frequently seen on the recent advertisements about how we, as members of the IMA and managerial accountants, must provide value to our organizations or face replacement by Bob, the robot.

Upcoming Events

The board of the U.P. chapter of the IMA will meet on Friday, October 12, 2018 at noon at Hudson’s Grille in Marquette, MI.  If anyone from our chapter is interested in serving as a member the board during the 2019-2020 year, please contact me.

Plant tours are currently being planned for fall 2018 and spring 2019.  More information will be available as part of the next newsletter.  Member suggestions, along with member volunteers to conduct plant tours in their organizations, are welcomed!

The board is very interested in ideas from the members.  If the members would like to have chapter meetings once or twice a year, let’s discuss it.  Perhaps we can have speakers at the meetings, tour additional facilities, incorporate service projects, and encourage greater participation in our organization.  The U.P. chapter is yours!  Please, let the board know how we can better serve YOU.

My contact information is located on the IMA website directory and please feel free to reach out to me at any time with questions, for more information, or to discuss the IMA.

Best regards,

Newsletter - April 2018

Hi UP IMA Chapter Member!

That’s a wrap on another year of IMA!  Our chapter offered six CPE credits this year – tours of RTI Surgical and Argonics as well as an update on Eagle Mine at our Holiday Dinner!  For those needing CPE, this is a fun and educational way of obtaining them.  Many thanks to those involved in setting up these activities and especially to our hosts and speakers.  Your efforts have made this year another successful year of IMA!  ..more

  • May Newsletter


    What a spring it has been! We hope that all of our members are staying healthy and safe during this time. COVID-19 has turned many of our lives upside down –