May Lunch Meeting Info Tuesday, May 9Th 11:45 A.M
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Spotlight Page 1 EVANSVILLE Volume 17-05 CHAPTER 076 May Lunch Meeting Info Tuesday, May 9th 11:45 a.m. - 1:00p.m. Innovation Pointe - 2nd Floor Russell Lloyd Jr. – Controller, City of Evansville “City of Evansville Budget Challenges” Inside this issue: Mr. Lloyd currently serves as Controller of the City of Evansville under Mayor Lloyd Winnecke since 2012. He previously served as Senior Director at Kruse, Dicus & May Lunch Meeting 1 Associates, LLP, Evansville, since 2004, specializing in corporate and small business Info consulting, corporate and individual income tax preparation and governmental affairs consulting. President’s Message 2 In 2009 he was appointed to the Vanderburgh County Council in Evansville, the 7th largest county in Indiana representing the Fourth District, overseeing a $65 million 2016-17 Board of county budget with 750 full time employees, including courts and public safety, Directors & June 3 economic development and public works. He was elected in 2010 to a full term with Lunch Meeting 64% of the vote. Save the Dates 4 From 2000 to 2003 he served as Mayor of the City of Evansville, an organization with a $180 million budget and 1,150 fulltime employees. Some of his accomplishments as Newsletter 5 mayor include completion of the $10.5 Downtown Riverfront Plaza, the $15.4 million Deadlines & Other Swonder Ice Arena, major renovations at Mesker Park Zoo and Botanic Garden and Chapter Info the purchase of 75 acres for development of Goebel Soccer Fields. Prior to being Mayor, Lloyd served as controller of Koch Originals, Inc. an Evansville USI Scholarship 6 family owned furniture manufacturing company. He received his Bachelor’s degree in Donation Form business from Indiana University and an MBA from the University of Evansville. He’s been a licensed Certified Public Accountant (CPA) in Indiana since 1992. Meet the 2017- 7 2018 Board A variety of boxed lunches from Just Rennie's will be served on a first-come, first-served basis. Everyone who RSVPs will receive a lunch. RSVP at evansville.imanet.org/meetings-events today! Volume 17-05 Page 2 President’s Message Dear IMA Members: We have a great month lined up for all of our members. We start May 9th, at 11:45 a.m., at Innovation Pointe for our monthly lunch meeting. Our speaker will be Russell Lloyd Jr, Controller, City of Evansville. Mr. Lloyd will discuss “City of Evansville Budget Challenges”. This promises to be a great opportunity to hear a great presentation from a pillar of our community. We also have our annual dinner meeting to look forward to. It will be held on Thursday May 25th (5:30-7:00) at the Evansville Country Club. Our USI team will give their case study presentation that they have prepared to take to the national arena. We all can be part of their success by offering our suggestions and constructive criticism. This is one of my favorite IMA activities as we get to interact with the next generation of IMA members. This is a great opportunity to get to know the team and also do some networking. After the dinner meeting, the board of directors will meet. If you are interested in joining the IMA Board and will like to join us this a good opportunity to join us and see what it is all about. We still have a few openings on the board. We are meeting once every quarter to accommodate everyone’s commitments. As always, your Evansville IMA Board is dedicated to providing great service. Please let us know if you have any suggestions or ideas. I hope to see you all at one of our future events. Sincerely, Dumitra Pascu May Dinner Meeting Thursday, May 25th 5:30p.m. - 7:00p.m Evansville Country Club –Cost: $26 Dinner of Herb Grilled Chicken with Pesto Cream USI Student Case Study Presentation Board of Directors Meeting to Follow Volume 17 - 05 Page 3 2016-17 Board of Directors President -------------------------------- Dumitra Pascu VP of Admin/President Elect ------- Aaron McCullough VP of Education ------------------------ Dennis Guthery Treasurer ------------------------------- Mary Pat Trainum Co Director of Edu. Meetings ------- Curt Hahn Secretary -------------------------------- Mandy Chinn Co Director of Edu. Meetings ------- Brande Springer Director of Meetings ----------------- Kiersten Roberts Educational meetings Jasper --------- Brenda Erny Director of Special Activities -------- Open Director of Manuscripts -------------- Mehmet K Kocakulah Director of Employment ------------- Curt Hahn Director of Academic Relations ---- Open Co Director of CMA Programs ----- Mary Pat Trainum VP of Communications- -------------- Open VP of Membership & Marketing ----- Open Director of Newsletter -------------- Andy Peistrup Director Membership Acquisition -- Open Director of Community Service ---- Open Director of Member Retention ----- Karen Blesch Director of Public Relations --------- Andy Peistrup Director of Student Affairs for USI-Kyle Hoeing Director of Program Booklet ------- Open Director of Sponsors ----------------- Dave King Webmaster ----------------------------- Karen Blesch If you are interested in filling any of the open board positions or becoming more involved, please contact Dumitra Pascu at [email protected] June Lunch Meeting — Tuesday, June 13th 11:45 am—1:00 pm Patrick Edwards– Vice President of Corporate Audit Vectren “Data Analytics and Tipping Points” Patrick Edwards joined Vectren in 2001 and is the Vice President of Corporate Audit. In his 15 year career at Vectren, his primary responsibilities were in the Controller Group before moving into Internal Audit in 2012. He graduated from Southern Methodist University with an accounting degree and worked for PricewaterhouseCoopers prior to joining Vectren. Mr. Edward’s professional career started in Dallas and involved three years in Louisville before moving to Evansville in 1999. He is a Texan at heart living in Southern Indiana with his wife and two daughters (16 and 13). He is on the boards of Youth First and Junior Achievement and is a past treasurer and president of Rolling Hills Country Club. Save the Dates! Volume 17-05 Page 4 RSVP for Evansville IMA Events at evansville.imanet.org/meetings-events 5/9/17 Lunch Meeting (11:45 am—1:00 pm) Russell Lloyd– Controller—City of Evansville Location: Innovation Pointe 2nd Floor (Just Rennie’s) 5/25/17 Dinner Meeting—Evansville Country Club USI Student Case Study Presentation 5:30 pm- 7:00 pm Board of Directors Meeting to Follow 6/3/17 Summer Picnic!!! 6/13/17 Lunch Meeting (11:45 am—1:00 pm) Patrick Edwards– Vice President of Corporate Audit Vectren—”Data Analytics and Tipping Points” Location: Innovation Pointe 2nd Floor (Just Rennie’s) 6/17/17 IMA Annual Conference Location: Denver, CO 7/11/17 Lunch Meeting (11:45 am—1:00 pm) Trudy Stock—President of Harding, Shymanski & Co “Different Strokes for Different Folks -Understanding the different generations in the work place and leading in a way to get your team moving in the same direction” Location: Innovation Pointe 2nd Floor (Just Rennie’s) 8/8/17 Lunch Meeting (11:45 am—1:00 pm) Sean Georges—Shoe Carnival-Senior Vice President of HR & In-House Council “Ethics” Location: Innovation Pointe 2nd Floor (Just Renni,e’s) Volume 17-05 Page 5 ATTENTION: Newsletter Deadlines There is no such thing as a free IMA Spotlight is published on a lunch or dinner. monthly basis by the Evansville May 20 June Issue Our Evansville IMA Chapter of the IMA. In an effort to must pay for meals keep the newsletter relevant, use- June 20 July Issue based on all ful, and informative, feedback on reservations the contents for the newsletter is July 20 Aug Issue whether you attend welcome. Members desiring to or not. We would contribute transcripts, bulletins, appreciate your and other items of interest to the Aug 20 Sep Issue Spotlight should contact Andy cooperation in Peistrup at honoring your Sep 20 Oct Issue [email protected]. reservations and paying for your meal. If you were IS YOUR IMA PROFILE UP TO DATE? unable to attend, please remit If you have changed jobs or had other status payment to: IMA changes please visit the IMA Global website to Evansville, P.O. Box update your profile. www.imanet.org 184, Evansville, IN YOU ARE THE ONLY ONE WHO CAN 47702. MAKE CHANGES TO YOUR PROFILE. Thank You! Increase Your Giving Power Indiana Tax Credit Indiana residents qualify for the Indiana College Credit when they make charitable gifts to colleges and universities located in the State of Indiana, including the USI Foundation. Individuals who make chari- table gifts of up to $400 on a joint return, or $200 on a single return, are allowed a credit against their Indiana state adjusted gross income tax liability. File Schedule CC-40 with your Indiana tax return to re- IMA Outstanding ceive up to $200 credit on a jointly filed return or up to $100 credit on a single return. The amount of a corporation’s credit is equal to 50 Junior Scholarship percent of the total amount given during the tax year. However, the credit may not exceed the lesser of a) 10 percent of the corporation’s adjusted gross income tax liability, or b) the amount of $1000. Endowment Federal Tax Deduction Every dollar of your charitable gift to the USI Foundation qualifies for a Name________________________________________ deduction as a contribution on your federal income tax return. Individ- Class of______________________________________ uals must itemize deductions and the deduction is subject to the gen- eral limitation of 50 percent (30 percent for gifts of appreciated capital Address______________________________________ gain property) of adjusted gross income. A corporation may generally deduct charitable contributions of up to 10 percent of its taxable in- City____________________ State____Zip__________ come. Telephone____________________________________ Matching Gift Email________________________________________ Matching Gifts double your dollars. Over 1,000 U.S. corporations have established programs to match gifts made to colleges and universities by their employees, and in some cases a retiree or the spouse of an Yes! 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