Matter & Substance
  October 29, 2014

CGMA Designation

Chartered Global Management Accountant (CGMA) is a new designation I recently earned. The designation recognizes the role of combining accounting and financial expertise with strategic insight to guide better business decisions.

Why did I pursue the CGMA? I'm now part of a global network of finance professionals and academics with financial expertise and business acumen who are trusted with critical business decisions. I also gained access to valuable resources and information only available to CGMAs. As a tax accountant working locally and globally, my clients know I'm available for much more than tax planning and preparation, I'm in a position of helping owners, CEOs and CFOs make strategic business decisions. When I heard about this designation, I knew it was something I wanted to pursue for me and my clients.

The CGMA designation was created through a joint venture with the American Institute of CPAs (AICPA) and the Chartered Institute of Management Accountants (CIMA). According to, the two organizations formed the joint venture to elevate the profession of management accountancy by establishing CGMA as the most valued, globally recognized management accountant designation. The web site also discussed the designation "demonstrates management accounting expertise in such areas as leading strategically with management to make more informed decisions; helping organizations manage change, risk and uncertainty; protecting corporate assets; and promoting operational efficiency and effectiveness."

As I come across interesting items through my newly acquired CGMA resources, I'll share applicable information with you here. For starters, below is a link to an article featured in CGMA Magazine, "Four Leadership Traits That are Crucial in the 21st Century":


"I rate enthusiasm even above professional skill." - Edward Appleton