The Certificate as a “Management Accountant ParaProfessional” Program is approved by the
Department of Continuing Education at the University of North Alabama (UNA). It is presented
in cooperation with the GulfSouth Council of the Institute of Management Accountants (IMA).
The Certificate Program developed and presented by Douglas A. Sledge, Management Accountant, is
based on completing required training, and passing a written examination. Required seminar training
consists of four sessions which are delineated below… Successful completion of a written
examination (exam) is required for completion of the program. The exam may be retaken….
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General Accounting Principles
Management/Cost Accounting & Cost Volume Profit (CVP) Relationships
Budgeting & Inventory Control
Business and Strategic Planning
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Exam Review and Exam
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Each of the four (4) training required sessions have been certified as CPE for CPAs by the Alabama
State Board of Public Accountancy. Sessions generally qualify for CMA Continuing education (CPE)
if approved or co-sponsored by an active IMA chapter or council.
Each eight (8) hour seminar may be attended independent of other sessions for CPE credit (a
separate certificate of attendance will be awarded for each session)…Certificate candidates are
provided a take home exam study worksheet for each required training seminar, as review for the
certification examination.
The Exam session is not certified for CPE credit. The exam is a two (2) hour exam. The Exam
Review is offered only as circumstances allow, and, likewise, is not certified for CPE credit. If offered,
the review is a two (2) hour review.
Each seminar session addresses theory for four (4) to six (6) hours, and then practical application for
two (2) to four (4) hours, using the Intuit QuickBooks® Enterprise Solutions programming for example
application.
Maintenance of the certificate in an active status requires eight (8) hours relevant CPE per year,
beginning with the first calendar year following attainment of the certificate.
The candidate for the certificate should possess skillsets, knowledge and understanding of basic
accounting concepts…
Disclaimer: The training, information and materials used and offered in this course of study and certification are presented with
no specific guarantee or warranty as to user, trainee, and/or certificate candidate; use, knowledge or application of such
information, training and/or certification. While due diligence and significant review have been taken by the program sponsors
and developer, neither the presenter(s), author, compiler, editor, the University of North Alabama, the GulfSouth Council
(including, without limitation, its officers and directors) of, and, including the Institute of Management Accountants (IMA) shall
have any liability to any person or entity with respect to any losses, misapplication of programs, or damage caused or alleged to
have been caused directly or indirectly by the use, instructions or information contained and/or presented in this program.
Management Accountant ParaProfessional
The four sessions agendized below are required training for
candidates for the Certificate as a Management Accountant
ParaProfessional. Each session independently qualifies for 8
hours CPE for CPAs and CMAs. It is presented in cooperation
with the GulfSouth Council, Institute of Management
Accountants (IMA).
http://www.una.edu/continuing-studies/
http://www.gulfsouth,imanet.org
General Accounting Principles Agenda (Friday 08/06/10 UNA, Monday 09/13/10 Gulf Shores)
8:15 - 9:45
10:00 - 12:00
1:00 - 2:30
2:45 - 4:15
4:15
Concepts.Accounting Equation
Journals.Ledgers.Records.Accounting Cycle
Reporting.Payroll.Assets.Inventories
Computer Based Systems.
Wrap Up & Presentation of Certificates
General Accounting
General Accounting
General Accounting
General Accounting
Management/Cost Accounting Agenda (Friday 08/13/10 UNA, Tuesday 09/14/10 Gulf Shores)
8:15 - 9:45
10:00 - 12:00
1:00 - 2:30
2:45 - 4:15
4:15
Cost Volume Profit Relationships
Operations Costing (MRPII, ERP),
Standard Cost, & Variances
Operations Costing & Financial Statements
Wrap Up & Presentation of Certificates
Cost Accounting
Cost Accounting
Cost Accounting
Cost Accounting
Budgeting & Inventory Control Agenda (Friday 08/20/10 UNA, Wednesday 09/15/10 Gulf Shores)
8:15 - 9:45
10:00 - 12:00
1:00 - 2:30
2:45 - 4:15
4:15
Cost Volume Profit Relationships
Budgeting Principles/Example
Inventory Control Principles
QuickBooks Budget Application
Wrap Up & Presentation of Certificates
Cost Accounting
Cost Accounting
Cost accounting
Cost Accounting
Strategic Business Planning Agenda (Friday 08/27/10 UNA, Thursday 09/16/10 Gulf Shores)
8:15 - 9:45
10:00 - 12:00
1:00 - 2:30
2:45 – 4:15
4:15
Strategic Business Planning Principles Strategic Business Planning Principles Financial Projections
QuickBooks Planning Application
Wrap Up & Presentation of Certificates
Management Accounting
Management Accounting
Cost Accounting
Management Accounting
General Accounting Principles
Douglas A. Sledge, CMA, CPA, MBA, Certified QuickBooks® ProAdvisor
Management Accountant
The General Accounting Principles Seminar will:
1. Enhance your understanding of the accounting discipline
2. Provide you with an immediate and useful knowledge of general accounting
concepts...
3. Improve your understanding of accounting and reporting ….
4. Enhance your understanding of the logic of general accounting and its application
to productivity measurement and control.
5. Lay out a framework to better understand, essential financial concepts of the
small & medium business (SMB)… without committing significant time to the
process.
The seminar explores pertinent principles guiding proper accounting, to include:
1. Basic Accounting Concepts
2. The Accounting Equation.
3. Journals, Ledgers and Records.
4. The Accounting Cycle
5. Reporting
6. Payroll
7. Assets
8. Inventories
9. Computer Based Systems.
10. Cost of Goods Sold
Who should attend…? Management Accountants, Management Accountant ParaProfessionals,
Inventory Control Specialists, General Accountants, Business Owners, Managers, Bookkeepers, Sales
& Admin Personnel, Human Resource Professionals, Officers, Directors, Board members.
Management/Cost Accounting Principles
Douglas A. Sledge, CMA, CPA, MBA, Certified QuickBooks® ProAdvisor
Management Accountant
Cost relationships and concepts are basic tools for management control at every
operational level. Understanding cost-volume-profit (CVP) interactions (aka: break even
analysis) is key to effective cost management for all business disciplines… A
discussion of CVP leads off the Management/Cost Accounting Principles Seminar.
Moving through the Seminar, discussions target the small and medium entity (SME)
business operation. In this scenario, the operations costing concept to be explored
develops the cost of the product at each stage of production from Raw Material (RM), to
work-in-process (WIP), through Finished Goods (FG). Costs and inputs are developed
for each product through the identification and accumulation of materials, labor and
overhead expenses incurred in processing the product to each sequential step being
reviewed.
For SME business, this methodology is generally designated as
Manufacturing Resource Planning (MRPII), an extension of Materials Resource
Planning (MRP).
In addition to costing principles, the identification and analysis of material, labor and
overhead variances for decision making and resolution of efficiency and spending issues
will be studied.
The seminar will provide opportunity for the participant to gain an improved
understanding of the costs which impact margins and profitability.
Who should attend…? Management Accountants, Cost Accountants, Management Accountant
ParaProfessionals, Inventory Control Specialists, General Accountants, Business Owners, Managers,
Bookkeepers, Sales & Admin Personnel, Human Resource Professionals, Officers, Directors, Board
members.
Budgeting & Inventory Control
Douglas A. Sledge, CMA, CPA, MBA, Certified QuickBooks® ProAdvisor
Management Accountant
The Budgeting and Inventory Control seminar is ideal for the Management Accountant,
Business Executive, Operations Manager and/or Inventory Control Professional wishing
to review or understand essential operational concepts of the small business. The
seminar concentrates on "understanding”. The budgeting and inventory control
discussion is confined to Small and Medium Entity (SME) businesses.
In a SME business, financial profit is necessary to operate as a going concern. It
follows that planning and budgeting must be on target and accurate in order to provide
guidance and valid comparative information for decision makers and those charged with
monitoring ongoing operations. Legislation and regulatory imposed over the past
decade, related to reporting and control, has accentuated this need. We will look at the
various pertinent principles guiding proper corporate budgeting and inventory control.
The seminar will provide opportunity for the participant to gain an improved
understanding of budgeting procedures and inventory control which impact margins and
profitability.
Who should attend…? Executive Staff, Management Accountants, Cost Accountants, Management
Accountant ParaProfessionals, Production Managers, Inventory Control Specialists, General
Accountants, Business Owners, Managers, Bookkeepers, Sales & Admin Personnel, Human Resource
Professionals, Officers, Directors, Board members.
Business and Strategic Planning
Douglas A. Sledge, CMA, CPA, MBA, Certified QuickBooks® ProAdvisor
Management Accountant
The small business environment is one of simultaneous opportunity and risk. The small
business owner(s) must continually produce and deliver on a real time basis while
anticipating future business changes. The environment is chaotic and invigorating while
simultaneously demanding both control and direction. It works its participants and demands
their best. Within this environment, we must consider planning and budgeting.
This training session is targeted to Small and Medium Entity (SME) business. The
presentation format is lecture-participant interactive. Exercises, reports and examples are
interspersed throughout the course to enhance understanding, and to emphasize focus and
direction. The end of day discussions visit QuickBooks® applications of the planning
principles studied.
The primary planning projection example focuses on a small
manufacturing business utilizing universally applicable business concepts.
Topics and
illustrative documentation include strategic planning, business planning, cost-volume-profit
analysis, and projections. This course provides intensive training in selected management
accounting and cost accounting disciplines to meet continuing education requirements for
professional licensure or certification.
Participants who will benefit from participation is this course include: Management
Accountants, Business Executives, Entrepreneurs, Business Owners, Managers,
Supervisors, Management Accountant ParaProfessionals, CMAs and CPAs, Educators and
others charged with business management responsibilities.
Course Objectives/Student Learning Outcomes: This training will explore the following
concepts to develop understanding by participants:
 Strategic and Business Planning
 Planning Team Makeup and Responsibilities
 Mission, Vision, Objective & Goals
 Strengths, Weaknesses, Opportunities, Threat (SWOT) analysis
 Structure of the Business Plan
 Narrative presentations
 Sales and Financial Projections
 Cost-Volume-Profit Relationships (Break-even analysis)
 Planning, Projection and Budget Congruence and Control
Douglas A. Sledge, CMA, CPA, MBA, Certified QuickBooks® ProAdvisor
Resume Brief
June, 2010
Douglas A. Sledge is a Certified Management Accountant (CMA), a Certified Public Accountant
(CPA), a Certified QuickBooks® ProAdvisor (Premier & Enterprise Solutions), and holds a
Master of Business Administration (MBA) from the University of North Alabama (UNA). He has
been employed professionally in support of startup, turnaround and continuing operations for
a diverse mix of employers ranging from local shops to a major school system to national
corporations. He qualified with Robert Half as a contract consultant and with Avalara sales tax
He completed coursework for a major in accounting at the University of North Alabama (UNA)
as a Bachelor of Science post-graduate, following a three-year enlistment as a German
language qualified Intelligence Agent with the US Army. Previously, he earned undergraduate
double majors (B.S.) from UNA in Physics and Chemistry.
He instructed with UNA in an adjunct capacity for several years, and conducted cost and
general accounting and strategic planning seminars for UNA and the GulfSouth Council of the
Institute of Management Accountants (IMA). He is a former approved provider for continuing
education with the Alabama Board of Heating and Air Conditioning Contractors.
He is a Certified Journeyman Gas Fitter and a Certified HVAC Contractor in the State of
Alabama (inactive). Early in his career, he held supervisory positions in production
manufacturing & maintenance, HVAC and gas fitting. He completed a two year management
development initiative with Ford Motor Company, supervising production operations and
industrial plant maintenance.
He is a former Regional Council President and National Vice President with the Institute of
Management Accountants (IMA). He currently is a member of the Dallas Fort Worth Chapter of
the IMA, the American Institute of Certified Public Accountants (AICPA) and the Alabama
Society of Public Accountants (ASCPA). He is an honorary member of Delta Mu Delta
Business Honor Society. He was a member of the national Member Services Committee of the
IMA in 2003, and completed requirements for certification as a Certified School Financial
Officer in 2004 (AASBO).
He resides in the Dallas/Fort Worth area of Texas.
Additional profile information is available at www.quickbooks.com , www.intuit.com and at
www.dougsledgecma.com
972-243-3004
Cell: 256-443-1624
dougsledge@aol.com