Institute Of Management Accountants Inc

Montvale, NJ · Founded 1974

Advancing accounting and finance professionals through the Certified Management Accountant credential and professional development since 1919

Primary audience
Finance professionals
Work area
Certification
Topic
Professional development
Contact
Jeffrey Thomson Cma Csca Cae
Website Contact

About Organization

The organization serves accounting and finance professionals worldwide through the CMA certification program, which represents enhanced expertise in strategic thinking, business analysis, and leadership. With 116 staff members supporting global operations, IMA provides continuing education, publications, and professional resources to members across diverse industries.

What They Focus On

Professional Certification

Administering globally recognized CMA credential validating expertise in management accounting, financial planning, analysis, control, and decision support through rigorous examination.

Knowledge Development

Providing continuing education, research publications, and professional resources helping members stay current with accounting standards, technology, and business practices.

Ethical Practice

Promoting integrity in financial decision-making through ethics standards, professional conduct expectations, and guidance on management accountant responsibilities.

Financial Information

Form 990 data showing organizational financial health and growth.

Revenue (2023)

$20.4M

+0% vs 2023

Assets (2023)

$46.3M

+0% vs 2023

Year Revenue Expenses Assets Employees
2023 — — — —
2023 $20,410,946 $19,704,264 $46,318,464 116
2021 — — — —
2021 $21,584,629 $27,498,065 $56,534,906 129
2020 — — — —
2020 $24,203,073 $23,273,516 $73,087,120 114
2019 $22,842,202 $22,436,500 $66,070,856 134
2018 $22,603,144 $20,656,796 $62,832,710 128

Source: IRS Form 990 filings. All figures in USD.

How They Work

Learn more
  • 01

    Credential Development

    Establishing rigorous examination standards assessing technical accounting knowledge, business analysis skills, and strategic thinking capabilities.

  • 02

    Professional Testing

    Administering CMA examinations globally, evaluating candidates on management accounting, financial planning, performance management, and decision analysis.

  • 03

    Ongoing Education

    Providing continuing professional education ensuring certified members maintain current knowledge and meet evolving industry standards.

  • 04

    Community Building

    Connecting professionals through conferences, publications, and networking opportunities supporting career advancement and knowledge sharing.

Programs and Initiatives

Services and programs offered by Institute Of Management Accountants Inc

CMA Certification

Globally recognized credential validating expertise in management accounting, financial analysis, strategic planning, and business decision support.

Continuing Education

Professional development courses, webinars, and conferences helping certified professionals maintain credentials and advance technical and leadership skills.

Ethics Standards

Statement of Ethical Professional Practice establishing conduct expectations for management accountants and promoting integrity in financial decision-making.

Team & Leadership

Meet the people behind Institute Of Management Accountants Inc.

Conceptual Framework for Managerial Costing

Conceptual Framework for Managerial Costing

Developing an

Developing an

JT

Jeffrey Thomson Cma Csca Cae

Former President & CEO
Full-time
Compensation: $566,123
MD

Michael Deprisco

President & CEO
Full-time
Compensation: $543,750
RP

Russ Porter Cma Cfm Csca

Sr Vice President & CFO (Thru 08/23)
Full-time
Compensation: $290,248
EG

Ellen Gurevich Cae

Vice President
20 hrs/week
Compensation: $277,252
PS

Patricia Stefanczyk Cae

Vice President
20 hrs/week
Compensation: $240,921
JO

Jackie Oppenheim

Vice President
20 hrs/week
Compensation: $228,700
MT

Miaomiao Tian

Sr Director (Thru 02/24)
20 hrs/week
Compensation: $199,236
LB

Lisa Beaudoin

Sr Director (Thru 02/24)
20 hrs/week
Compensation: $193,199
CM

Christine Millaway Cpa

SVP & CFO (Beg 11/23 - See Sch O)
Full-time
Compensation: $143,969
CM

Christine Millaway

CFO & SVP

Milestones

1919

Organization Founded

1919

Established to advance management accounting profession and provide professional development for cost accountants and financial managers.

1972

CMA Program Launch

1972

Introduced Certified Management Accountant credential establishing professional certification for management accounting and strategic finance.

Early 2000s

Global Expansion

Early 2000s

Extended CMA examination and membership services internationally, building recognition as global standard for management accounting expertise.

2020

Ethics Framework

2020

Updated Statement of Ethical Professional Practice requiring all members to uphold integrity standards in management accounting roles.

Associated People

Board members, advisors, and key contributors

Board of Directors

AH
Ahmed Hassan Cma Director 2.00 hrs/week
AF
Ali Fatih Dalkiliccmacscacia Director 2.00 hrs/week
BJ
Bernice Jenkins Cma Cpa Director 2.00 hrs/week
BL
Brad Ledford Cma Cpa Director 2.00 hrs/week
BD
Brigitte De Graaf Cma Director 2.00 hrs/week
CR
Charles R Wrightcmacgmacpa Director 2.00 hrs/week
DC
Dana C Riesscmacfmcpacpim Director 2.00 hrs/week
DC
Deborah C Michalowski Cpa Director 2.00 hrs/week
DA
Derek Alan Fuzzellcmacscacpa Director 2.00 hrs/week
DD
Dr Di Wu Cma Cpa Director 2.00 hrs/week
DR
Dr Rinku Bhattacharya Cmacpa Director 4.00 hrs/week
DR
Dr Roopa Venkatesh Cma Director 4.00 hrs/week
EL
Eric L Lenard Cma Cfm Director 2.00 hrs/week
FE
Fatema Elzahraa El Wakeel Cma Director 2.00 hrs/week
FA
Femke Aarts Cma Cfe Director 2.00 hrs/week
GT
Gerald T Ratiganjrcmacsca Director 2.00 hrs/week
GV
Gwen Van Berne Cma Chair Emeritus 4.00 hrs/week
HH
Hessel H F Brouwer Cma Director 2.00 hrs/week
JH
Javvadi H Rao Cma Cfm Cia Director 2.00 hrs/week
JS
Jaywardhan Semwal Cma Director 2.00 hrs/week
JB
Joscel Barrio Delos Cielos Cma Csca Director 2.00 hrs/week
LA
Laurie A Bergman Cma Cpa Director 2.00 hrs/week
MJ
Michael J Phillips Cma Cfm Director 2.00 hrs/week
PR
Pamela R Hoganscmacsca Cpa Director 2.00 hrs/week
PA
Patti A Humble Cma Cfm Cpa Director 2.00 hrs/week
PJ
Peter J Dolancmacfmcscacpa Director 4.00 hrs/week
QZ
Qing Zhu Cma Csca Director 2.00 hrs/week
QL
Qinghua Liu Director 2.00 hrs/week
RT
Richard T Brady Cma Cgfm Chair 6.00 hrs/week
SM
Srikrishna Mankal Cma Director 2.00 hrs/week
SS
Sunil S Deshmukh Cma Cbm Director 4.00 hrs/week
TS
Tony Sheung Fai Kam Cma Director 2.00 hrs/week
YM
Yasmin M El Gibaly Cma Director 2.00 hrs/week
YZ
Yi Zhang Cma Director 4.00 hrs/week
ZD
Zhanguang Di Cma Director 2.00 hrs/week

Information compiled from IRS Form 990 and organizational materials.

Executive Compensation

Top compensated officers & key employees from IRS Form 990

Total Reported (2023)

$2.8M

Highest Paid

$615K

Jeffrey Thomson Cma Csca CAE

Compensated Officers

9

Name Title Base Other Total Hrs/Wk
Jeffrey Thomson Cma Csca CAE Former President & CEO $566,123 $49,252 $615,375 39
Michael Deprisco President & CEO $543,750 $18,846 $562,596 39
Russ Porter Cma Cfm Csca SR Vice President & CFO (Thru 08/23) $290,248 $17,053 $307,301 38.5
Ellen Gurevich CAE Vice President $277,252 $19,329 $296,581 20
Patricia Stefanczyk CAE Vice President $240,921 $16,175 $257,096 20
Jackie Oppenheim Vice President $228,700 $17,387 $246,087 20
Miaomiao Tian SR Director (Thru 02/24) $199,236 $9,722 $208,958 20
Lisa Beaudoin SR Director (Thru 02/24) $193,199 $10,026 $203,225 20
Christine Millaway CPA SVP & CFO (Beg 11/23 - See Sch O) $143,969 — $143,969 38.5

Source: IRS Form 990 filings. Compensation includes base and other reported compensation.

Contact

Get in touch with Institute Of Management Accountants Inc

Email

[email protected]

Phone

(207) 573-9000 800-638-4427

Social

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10 Paragon Drive Montvale, NJ 07645