Certification Regional Meetings


  • Any active or associate member may host a regional meeting. (Regional Map)
  • All meetings must be approved by the Regional Chairperson


  • Select a date for the  meeting, check with your regional chairperson for any other activity which may conflict with or affect your date.
  • Consider a co-host, it will make your work easier
  • Select the topic(s) to be covered. Your regional chairperson can assist you with speakers, also other treasurers, bankers, consultants, auditors, etc. are always good sources for speakers.
  • Location: Restaurants and/or hotels with conference rooms, City Hall, local community clubs and churches are good locations.  Many of them are offered at no cost if you purchase the lunch from them.  Use your city's tax exempt number.
  • Budget: Prepare an estimate of the costs for food and gratuities, printing, postage, speaker lunch, and other expenses.
  • Sponsors: Generally, local banks and auditors, are willing to sponsor such meetings.  If sponsorship is not sufficient, a registration fee may have to be charged, discuss it with the Chairperson.
  • Agenda: Consider a starting time of 9am/10am and ending by 2pm/3pm.  Allow approximately half-hour for registration and also a business meeting at the end.
  • Allow six to eight weeks for printing and mailing of agenda, plus response time.
  • Confirm speakers, room, lunch, etc. about two weeks prior to the seminar.
  • Supply list: Name tags, extra agendas, an American flag and any devices needed by speakers during their presentation (podium, microphones, overhead projectors, etc.)
  • Submit to Regional Director
  •     a) Retain copy of attendance sheet, mail copy to Certification Chairman
  •     b) Mail CPE evaluations to appropriate Director or designated person.
  •     c) Mail any IMTA applications to Membership Chairman
  • If your monies come up short, contact the Regional Chairperson for reimbursement.
  • Have Fun!!!

Zoila Gomez, IMTA Regional Chair
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