Boston Chapter IMA
Professional Development and 100th Anniversary Dinner Meeting
April 22nd, 2020
One Beacon Street
Boston, MA 02108
On April 22nd the Boston Chapter will be holding a combined Professional Development seminar followed by the Dinner Meeting celebrating the 100th Anniversay as a chapter of the IMA. The afternoon Professional Development sessions will feature IMA President Mr. Jeff Thompson CMA,CSCA, CAE presenting the Ethics seminar entitled “The Slippery Slope of Greed”, this will be followed by presentation on Forensic Accounting given by Ms. Kelly Webber, Supervisor of the Financial Squad of the Boston Division of the FBI and Ms. Rita Iacone, Supervisory Special Agent of the Health Care Fraud Program for the Boston Division of the FBI. Each session provides 1.0 hour of CPE.
The Evening program will consist of a Networking/Cocktail Reception followed by a Buffet Dinner and our Keynote speaker Mr. Tim Zue Executive Vice President/Chief Financial Officer of the Boston Red Sox presenting “The Evolution of Data Driven Decision Making at the Boston Red Sox.”
Jeffrey C. Thomson, CMA, CSCA, CAE, is president and CEO of IMA® (Institute of Management Accountants). Since assuming this position in 2008, Thomson has led the development of a strategy resulting in IMA becoming one of the fastest-growing accounting associations in the world, with double-digit growth in its CMA® (Certified Management Accountant) program over the past five years. In January 2018, IMA crossed the 100,000-member mark for the first time in the organization’s history.
He previously served in the position as IMA’s vice president of research, He served as a COSO board member from 2006 to December 2011, during a period when COSO experienced growth in influential thought-leader pieces and launched the internal controls refresh initiative. Thomson returned to the COSO board in 2018 for a four-year term.
Prior to joining IMA, Thomson worked at AT&T for more than two decades, where he served in various financial, strategic, and operational roles. One of these roles included serving as the strategic CFO for an $18 billion business unit.
Thomson was honored by Accounting Today by being included in the publication’s annual “Top 100 Most Influential People List” for the last eight years. He was also named by Trust Across America as one of the “Top 100 Thought Leaders in Trustworthy Business Behavior” for seven straight years and was honored with the organization’s Lifetime Achievement Award. The Accountant/International Accounting Bulletin recognized Thomson in its Global Accountancy Power 50 list of leading influencers and named IMA “Professional Body of the Year” in 2017 and 2018.
Kelly Webber serves as the supervisor of the Financial Squad in the Boston Division, which consists of Forensic Accountants who conduct financial investigations covering the four-state region. Prior to transitioning into the management role in 2008, she served in the role of Financial Analyst, primarily working white collar crime violations. Her prior work experience was with the Federal Deposit Insurance Corporation, as a Commissioned Bank Examiner. She is currently also a Board Member of the CFO Leadership Council's Boston Chapter.
Rita Iacone is the Supervisory Special Agent of the Health Care Fraud Program for the Boston Division of the Federal Bureau of Investigation. Rita has almost 17 years of FBI experience investigating primarily white-collar crime matters. Prior to joining the FBI, Rita worked in public accounting as a Certified Public Accountant.
Executive Vice President / Chief Financial Officer
Boston Red Sox
Tim Zue is responsible for the financial management of the Boston Red Sox overseeing the organization's operating budget, accounting, financial planning, forecasting, and business analytics. Prior to his current role, Zue served as Senior Vice President of Finance, Strategy and Analytics for both the Red Sox and Fenway Sports Management (FSM).
During his 17-year career with the club, Zue has played a key role in all financial aspects of the business, including the evaluation and execution of all non-baseball events, ticket pricing decisions, the financial impact of Fenway Park improvements, and the creation of the Red Sox Rewards loyalty program. He also helped conduct the financial due diligence related to Fenway Sports Group's acquisitions of Roush Fenway Racing, Liverpool Football Club, and the marketing rights for LeBron James.
With FSM, Zue managed the business operations department responsible for the sports marketing firm's consulting, events, and experiences divisions. Under his leadership, FSM created the onsite photography service Fanfoto, the fan travel program MLB Destinations, Red Sox Fantasy Camps, and Youth Baseball Summer Camps. During his tenure, Fanfoto expanded from three teams to more than 30, and the MLB Destinations program grew to include seven Major League Baseball clubs.
In early 2017 Zue was promoted to Executive Vice President/Chief Financial Officer and he was also selected as one of Sports Business Journal's "40 Under 40" Award recipients, an honor that recognized him as one of the best young talents in the business of sports.
Prior to joining the Red Sox and FSM, Zue worked for Bain & Company in Boston as an associate consultant. He also taught middle school math and technology in the Boston Public School system for four years.
Zue received a bachelor’s degree in Mechanical Engineering from MIT in 1999, where he won a robotics design contest and competed in an international robotics design competition in Tokyo. A native of Winchester, MA, Zue lives in Lexington with his wife Nicole and their three children Adelyn, Harrison and Vivienne. *
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 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 IMA Chapter Event, you grant IMA and any of its designated subcontractors, partners, or affiliates the right to your name and image (both photographs) for such purposes.
The Agenda for the day is as follows:
• 12:30 pm-1:00 pm Registration and sign in for the Afternoon Professional Development Sessions.
• 1:00 pm -2:15pm “The Slippery Slope of Greed” – Jeff Thompson
• 2:15 pm -3:00 pm Break, Networking and Chance to visit with our sponsors
• 3:00 pm -4:00 pm Presentation of Forensic Accounting
• 4:30 pm -6:00 PM Registration and sign in for Evening “100th Anniversary Dinner and Speaker.
• 5:00 pm -6:00 pm Networking/Cocktail Hour and chance to visit with our sponsors
• 6:00 pm -7:15pm Buffet Dinner
• 7:15 pm -8:00 pm Introductions and Presentations
• 8:00 pm – Tim Zue – The Evolution of Data Driven Decision Making at the Boston Red Sox
• 9:00 pm adjourn
Parking at the UMass club:
Parking is available for Members and guests at 1 Beacon Street. It can be a bit tricky to find the entrance so please follow these directions:
Come to the Club via Cambridge St. (which becomes Tremont St. just past City Hall). Stay to the right and look for a sign for the PIPERI restaurant on the right. Enter the garage right before the sign and stay to the left to enter the One Beacon Street Garage.
There is additional parking in the Government Center Garage, or the PO Square Garage; all within walking distance of the Club
• The Club is accessible via public transportation (all less than a mile)
• .6 miles from South Station
• .7 miles from North Station
• .2 miles from State Street Station (Orange line and Blue line)
• .2 miles from Park Street Station (Red line and Green line)
• .3 miles from Downtown Crossing Station (Orange line and Red line)
Before 3/14/20 After 3/14/20
Combined afternoon PD session Reception, Dinner and keynote speaker
Members IMA, ACCA,ALPFA BLACK ACCOUNTANTS $160.00 $180.00
Non-Members $185.00 $210.00
Afternoon Professional Education Session Only
Members IMA, ACCA,ALPFA BLACK ACCOUNTANTS $125.00 $140.00
Non-Members $140.00 $155.00
Members IMA, ACCA,ALPFA BLACK ACCOUNTANTS $75.00 $90.00
Non-Members $100.00 $115.00
Forensic Accounting Only
Members IMA, ACCA,ALPFA BLACK ACCOUNTANTS $75.00 $90.00
Non-Members $100.00 $115.00
Reception, Dinner and Keynote speaker
Members ACCA, ALPFA, Black Accountants $50.00 $65.00
Non-Members and Spouses $75.00 $90.00
Spouses $50.00 $65.00
Students $20.00 $25.00