Chptr Mtg: Thur, Jan, 20th - In Person

When:  Jan 20, 2022 from 05:30 PM to 08:00 PM (CT)
Associated with  San Antonio Chapter
This event is ONLY for in-person attendees prepaying for dinner.  (If you are remote, please close this event and select the same date event that says REMOTE.)
Please take a moment to read the required by IMA Global COVID Liability Waiver form.  Then print it, sign it and bring it to the meeting.  


Meeting Sponsor:TBA

Annual meeting Sponsor:TCG Trusted Capital Group (Ryan Canales)

2 CPE Credits


"Revenue Management Fundamentals" - Presented by
Monte Swain
This presentation will have a technical focus.


"New Perspective on Compliance & Deterrence" - Presented by Lisa Lawler
This presentation will have a Personnel/Human Resources focus. 

About the presenters:

LISA LAWLER – The White-Collar Wives Project
Lisa Lawler founded The White-Collar Wives Project in September of 2014. She has mentored over a hundred white-collar wives through what she calls “the white-collar crime machine” helping them navigate the dire legal, economic, and social impact families experience over the course of a white-collar criminal investigation, prosecution, and sentencing of a spouse/father. Lisa says, “As a former white-collar wife, I have created a safe space where innocent spouses can gain legal information, direction, and shelter from the storm.”  She believes that families are the first victims of occupational crime because despite having no knowledge of, nor implication of a spouse’s criminal activity, innocent spouses and children are subjected to ruinous punitive damages through civil asset seizure for restitution which wipes out the entire marital estate.
Lisa’s groundbreaking work has placed her on a short list of emerging thought leaders working on the front lines of occupational crime deterrence who are introducing real life consequences into compliance programming.   She says, “Corporations provide workers with compliance mandates. My job is to give employees good reason to comply.”  Her work has been featured in The New York Times, Forbes, The American Bar Association, The ACFE, and other esteemed entities.
For more information, please visit The White-Collar Wives Project website at

Lisa Lawler

MONTE SWAIN - Deloitte Professor at BYU School of Accountancy

Professor Monte Swain is the Deloitte Professor at the BYU School of Accountancy. Professor Swain has researched and taught management accounting at Brigham Young University since 1991. He is published in a number of scholarly and practitioner journals and is currently researching strategic performance measurement models and information presentation effects in balanced scorecards. In addition, he is an author of cases and textbooks in management accounting and writes and consults on the effective use of strategic measurement systems in organizations.  In 2016, the Institute of Management Accountants recognized him with the IMA Brummet Distinguished Award for Management Accounting Educators. In 2021, BYU awarded him the MBA Core Professor of the Year. Professor Swain is the senior author of the Wiley CMA excel exam preparation system, and a founding director of the Profitability Analytics Center of Excellence (PACE).
Monte Swain

Location:  Old San Francisco Steakhouse (10223 Sahara Dr. 78216)
5:30-6pm Networking
Everyone is welcome!  Job seekers and those looking to add to their teams are especially encouraged to attend.

6-8pm Speakers & Dinner 

Pricing Member Non-Member Student
Steak $35.00 $45.00 $28.00
Non-Steak $25.00 $35.00 $18.00
Vegetarian $25.00 $35.00 $18.00

Traditional Caesar Salad
Drizzled with a creamy Caesar dressing
Chicken Picatta
Rice Pilaf
Rolls & Butter
Traditional Cheese Cake
UN SWEET Iced Tea & Water
**Coffee upon request**

2 hours of CPE have NO pre-requisites​


Old San Francisco Steakhouse
10223 Sahara St
San Antonio, TX 78216


Mike Lovelace