Toronto Branch Presentation

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GORDON GRANT DEPUTY PRESIDENT OF THE INSTITUTE
10 NOVEMBER 2006
TORONTO BRANCH PRESENTATION
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Format of this talk

• Facts and Figures
• Strategy
• News

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Gordon Grant, FCMA

• 83-85 Arthur Young (now part of EY)
  Auditor
• 85-87 Tullis Neill Ltd, Printers
  Accountant
• 87-92 Unisys Corporation
  Analyst
• 92-04 Edinburgh Petroleum Services Ltd
  Finance Director
• 04-06 NXFD
  NonExec Consultancy
• 06-now DEM Solutions Ltd
  Operations Dir.
• 1993-95 Edinburgh Branch President
• 1996-2005 Elected Council Member for
  Scotland
• 1999-00 2004-05 Chairman, Student
  Development
• 1998-99 Chairman, Membership
• 1997-99 Chairman, CIMA Scotland
• 1997-99 Director, ICWA Charities Ltd
• Currently
• Deputy President of the Institute (President
  elect for 2007-2008)
• Alternate Director, CCAB Ltd
• Membership Assessor

Employment
CIMA
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About CIMASoundbites

• The only international accountancy body with a
  sole focus on business.
• The voice of over 155,000 members and students in
  158 countries.
• CIMAs focus is to qualify students, support
  members and employers and protect the public
  interest.

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About Cima
Purpose
The ever greater employability of CIMA members
Vision
CIMA members driving the worlds successful
organisations
Mission
To be the first choice for employers in the
qualification and development of professional
accountants in business
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Facts and FiguresAbout us

• Members October 2006 70,000
• Students October 2006 85,000
• Total Members Students 155,000
• Countries represented 156
• Total Staff 330
• Annual Turnover 2005
  33,000,000
• Surplus 2005 1,900,000
• Examinations p.a. 100,000
• Training partners (companies) 3,400
• Learning partners (academies) 120
• Practical Experience Assessments pa. 5,000

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Facts and Figures87 Years of Continual Growth
We are doubling in size every 15 years. Our
rate of growth is ever steeper. We are the
fastest growing accountancy body in the UK. (as
per FRC 2006)
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Facts and FiguresMembers Live World Wide
England Wales 69 Republic of
Ireland 5 Malaysia Singapore 5 Scotland 4
Sri Lanka 3 Australasia 3 Africa 3 North
America 2 Hong Kong 2 Northern
Ireland 1 Europe 1 Indian Sub
Continent 1 Middle East 1 Elsewhere 2
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Facts and FiguresWhy are we here?
18th and last of the 2006 series of face to face
personal assessments that have welcomed over a
thousand of new Members to CIMA. This is where
weve been this year
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StrategyThe Competitive Landscape
Management Skills
Governance and Ethics
Business Strategy
Risk Management
CIMA
Narrative Reporting
Financial Accounting And Compliance
Management Accounting and Decision Making
Sarbanes Oxley
IFRS
Tax Planning
Treasury Policy
Audit
Technical Skills
26 June 2006
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Strategy to 2010CIMA Career Value Loyalty
Finance senior
Finance manager
CEO
Graduate
Qualified
Student
Board
time
What services/products are needed to fill these
gaps?
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Employers Strategy
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StrategyExamples of Current Products and
Services

• CPD Solutions
• Harvard ManageMentor Plus
• Mastercourses
• CIMA Inform
• Research Technical Publications
• Topic Gateways
• Technical Information Service
• Cranfield MBA

• Deakin CIMA MBA
• Lisle MSC
• Certificate in Business Taxation
• Corporate Treasurers Fast Track
• IOD Diploma in Company Direction
• CIMA Publishing
• Podcasts
• Thought Leadership Series

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Success of Strategy

• Success to date witness the Facts Figures
• Significant investment in 2006
• Incremental change to maximise operational
  effectiveness of CIMA in progress, including
  customer relationship management
• Focus crucial markets, matrix structure

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News
Ian Christison, President 2005-06 Annual General
Meeting in June 2006 Strong Results in both
Financial Performance Membership
Growth. Vibrant, Dynamic and Progressive, said
Ian a justified statement. Strongly endorsed
reputation building on employer
confidence. Taking a lead on Narrative Reporting
KPI Openness Transparency Accountancy Age
quoted Arguably, it is CIMA that is dictating
the shape of the accountancy profession today.
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News

• John Coghlan, President 2006-07
• Annual Presidential Dinner in October 2006
• 220 Specially Invited Guests, Including, among
  the elite of UK Business,
• Diplomatic Representatives
• Sri Lanka, Australia, South Africa,
• Singapore, Ireland and Zambia.
• Prestigious and eminent Speakers
• Douglas Flint, CFO HSBC Plc
• Sir Nicholas Montagu, Chairman Inland Revenue

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News

• Presidential Dinner Closing Remarks
• The profession must keep up with changing trends
  and must
• think and act globally
• be forward looking
• be focused on value creation
• be focused on the development of its members
  students
• CIMA is totally focused on business, and also on
  the needs of business, both in the UK and
  internationally. We are determined to stay at
  the forefront of change, for the benefit of
  business, the Institute, its Members, and the
  reputation of the accountancy profession overall.

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News Release
Embargoed until 13th November, and to be released
during IFAC Conference in Istanbul.

• CIMA and CMA Canada collaborate on generating
  leading-edge research in Strategic Management
  Accounting
• - Development production of Management
  Accounting Guidelines
• Provision of continuous learning opportunities
  for professional accountants in business.
• Inauguration of Annual Management Accounting
  Conference, starting London in November 2006.
  2nd will be in Canada in fall of 2007.

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Contact Information
Gordon.Grant_at_cimaglobal.com

• The Chartered Institute of
• Management Accountants
• 26 Chapter Street
• London SW1P 4NP
• United Kingdom
• T. 44 (0)20 849 2251
• F. 44 (0)20 7663 5442
• www.cimaglobal.com

10 NOVEMBER 2006
TORONTO BRANCH PRESENTATION