Welcome to the North Penn Chapter of the Institute of Management Accountants
The IMA is the leading professional organization devoted exclusively to management accounting and financial management professionals.

Please join us at our next meeting on

Tuesday May 17, 2016


"12 Steps to Build a Referral Pipeline" - How to develop and implement a professional networking strategy.

Growing your business requires networking and relationship building, but have you ever had the opportunity to learn how to do that? No more cold calls – once you learn how to:

  - optimize networking events

  - conduct relationship-building 1:1 meetings with potential referral sources

  - convert these potential sources into active referral partners.


In 1995, Fred Kaplan transitioned from a corporate CFO position to become Manager of the consulting practice for a local CPA firm, and he realized that he would have to devote a certain amount of time each week to new business development.  Fred will present the 12 step methodology he developed for building a referral pipeline to deliver a consistent flow of new business opportunities.  This methodology is also relevant for someone in a job search and for company employees seeking to build a group of trusted advisors within their company.

Fred Kaplan is Director of Business Development for WeiserMazars LLP, an international Accounting, Tax and Advisory firm. As a Controller, Chief Financial Officer and Management Consultant, Fred has worked with numerous businesses in the region. He received his certification as a Certified Business Manager from the Association of Professionals in Business Management. 

His career began as a management accountant, then as a manager of accountants for large corporations, such as CIGNA, General Electric Capital Corp and State Street Bank. He later found affection for the profession of consulting while serving as Controller and Consultant for Omicron Consulting, leading him to start Strategic Business Consulting in 1995 with the partners of Schmeltzer Master Group (SMG), a regional CPA firm. When SMG merged with the firm of Goldenberg Rosenthal in 1998, the affiliated consulting practice was folded into Goldenberg Rosenthal. 


Attention all students!!

Check out the Student Scholarship page for details on how YOU can benefit from the North Penn IMA


Join IMA

The IMA North Penn Chapter is dedicated to keep members updated with essential business knowledge, improve skills through professional education events, and build awareness of the CMA® (Certified Management Accountant) program.

By participating in our local IMA chapter, you can:
  • Obtain accounting and financial management education at modest cost without having to travel to distant programs or take time away from your job.

  • Meet face-to-face with other members and CMA candidates to network with, engage in, and expand your contacts.

  • Develop administrative and leadership skills through hands-on management of the chapter.

Not a member?





Come join us at the William Penn Inn for a social hour, dinner and presentation to earn 1 hour CPE.  Visit the Meetings page for information on our next event then call 215-273-4998 to reserve a seat.  Don’t forget to bring your completed membership application with you.

Visit the Meetings page for details and how to register for the meeting

Visit the North Penn Chapter Linked In site



IMA Global Online Communities


Please note: These are the only official IMA groups, managed by IMA Communications.

*IMA is not responsible for the opinions and information posted on this site by others. To ensure the best possible experience for all community members, IMA prohibits postings that are defamatory, abusive, offensive or illegal in nature, or that jeopardize confidentiality of CMA exam content. IMA reserves the right to remove posts that violate the above policy and terminate subscribers from this group.