President's Message

Dear Members of the Stuart Cameron McLeod Society,

I hope that 2019 so far has brought you good fortune and happy times with work colleagues, friends, and family.

The board of governors held its meeting in Orlando, Florida on February 17, 2019. We had 22 attendees in person at the meeting, plus 7 more on the phone.  IMA Board Chair Ginger White gave us an update on the  IMA board meeting and stayed beyond the end of the meeting to enjoy networking with our SCMS members.  IMA President and CEO Jeff Thomson talked about IMA’s growth, respect and influence in the world.  IMA Chair Emeritus Marc Palker gave us an update on the 100th anniversary committee and plans for the annual conference in San Diego. Each SCMS Committee Chair discussed progress toward their Committee’s goals this year.  We reviewed the slate of proposed board of governors as prepared by the nominating committee. We will vote on the new board at the June 17, 2019 meeting.  The new board will begin their term July 1, 2019.

SCMS is pleased to celebrate its 85th anniversary along with IMA’s 100th anniversary at the annual IMA conference in San Diego, California from June 15-19, 2019.  The annual SCMS induction ceremony will take place on Monday night June 17, 2019 immediately after the close of the Solutions Showcase.  Please look for the procession including the traditional performance of local bagpipe musicians.

Also on Monday night June 17 will be the annual SCMS meeting to be held during our dinner cruise around San Diego harbor.  The 150 foot Hornblower Adventure yacht will pick us up directly from the Sheraton Harbor Island hotel at 7:15pm and depart at 7:30pm. The boat has three levels including a sun deck. We expect it to be a spectacular night. SCMS members and their guests will enjoy magnificent San Diego views from the upper outdoor deck or climate controlled indoor salon. Points of interests in the route include local historic sights, island and peninsulas, naval attractions, and possibly, a family of sea lions!

Thank you to SCMS members who have generously donated to the SCMS Scholarship Fund. Your donations provide crucial financial assistance to the next generation of financial professionals, including future CMA’s.  If you have not had a chance to participate or wish to do so again, please consider giving to the SCMS Scholarship Fund to support student scholarships. If you desire, you can make your donation to honor someone special or in memory of someone important to you.


We are announcing the dates for the annual SCMS Mid-Year conference. It will be held in Albuquerque, New Mexico from September 22-24, 2019.  SCMS President-elect and current Vice President Pat Wynn and Education Chair Sandy Giberson are planning the education and tours and will be sharing more information about this event in the coming months.

I look forward to seeing everyone in June.  I treasure your friendship and membership in our wonderful organization.

Sincerely yours,

Susan E. Bos, CMA, CPA, CFE

President SCMS 2018-2019