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Message from the President



Hello there!

We're honored that you have interest in the San Antonio IMA Chapter. I'd like to welcome you to the hands-down, best IMA chapter on the planet!  Under Torey Reese's excellent leadership in the most recent fiscal year ended June 30, 2026, we were the FIRST chapter to be awarded with IMA's top level of recognition - in March!  =) The challenge this fiscal year is to spread the word of what we're doing to even more local San Antonio professionals and increase our in-person attendance to 50 or 60 per meeting... Read More

Chapter News

  • Save the Dates!

    2026
    August 19th
    - Using AI to Revolutionize Accounts Receivable (Vincent Oliver)
    - Truths & Myths in Medical Benefit Premiums (John Seybold & Aaron Pratt)

    September 16th
    College Accounting Students' Night
    Professional Photographer!
    - Emotional Authenticity:  Improving Relationships at Work AND at Home! (Emilee Tucker - as seen on TedTalk!)   =)
    - Ethics part 2:  Change & Ethical Responsibilities (Mike Lovelace, CMA)

    October 7th (4-6pm)
    - Mixer with CFO Leadership Council of San Antonio (bring YOUR CFO, they'll be bringing their Acctg/Fin Depts) 

    October 21st
    - Unlocking Growth, Alignment and Enterprise Value (Reagan Hales)
    - Using AI to Help Small Business!  (Davis Webb)

    November TBD
    Possible Spurs Game - Family invited

    November 18th
    - SA Area Foundation:  Creating a Legacy (David Simmons)
    - Planning your Business Exit Years in Advance (Melinda Adams)

    Dec 9th
    - Fraud:  Detecting It and Preventing It (Dan Ramey)
    - Annual Tax Update: (Jennifer Larson)

    2027
    January 20th
    - Qualified Opportunity Zones (Katherine Noll)
    - tbd

    February 17th
    - tbd

    February 27th
    - IMA Accounting Challenge!

    March 17th
    - tbd

    April 21st
    - tbd

    May 19th
    - tbd

    June 16th
    - IMA Ethics!

    Speakers in 2027
    - date tbd:  Cyber Security / AI Update (Neal Juern)
    - date tbd:  Economic Update (Robert Berry)
    - date tbd:  Stop Losing Good People to Bad Management (Dr. Carol Wheeler)

    More

Chapter Events


Texas Council Reports

SA Chapter Report - October 2023
SA Chapter Report - July 2023
SA Chapter Report - April 2023
SA Chapter Report - July 2022


Don Russell Chapter Volunteer of the Year Recipients

2025 - Jill Schafer and Myra Alvarez
2024 - Torey Reese, CMA
2023 - Jan Williams
2022 - Dr. Amy Holmes, CMA
2021 - Addison LePere & Amanda Craig
2020 - Mike Lovelace, CMA
2019 - Allie Medvecky




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