1. Visit imanet.org/cma-certification to apply. You will need to purchase the CMA entrance fee and IMA membership. The application process takes about 10 minutes.
2. Register for the exam. You can register for Part 1 and Part 2 in any order or register for both at the same time.
3. Prepare to complete certification requirements including submitting your education transcript and work experience. This can be done before or after passing the exam but is required as a final step to become certified.

• Active membership in IMA (Institute of Management Accountants)
• A bachelor's degree from an accredited college/university or a related professional certification
• Complete two continuous years of professional experience in management accounting or financial management. This requirement may be completed prior to or within seven years of passing the examination.
• Passing Parts 1 and 2 of the CMA exam.

For further details, please refer to the CMA Handbook.

The CMA exams are computer-based and administered at hundreds of Prometric Test Centers worldwide. With three testing windows each year, you can sit for an exam at a time and place convenient for you.

If you are enrolled in the CMA program and are ready to sit for the exam, here are the steps:

1. Pick your testing window. Testing windows are offered in January/February, May/June, and September/October.
2. Register for the exam at www.imaonlinestore.com.
3. Receive your authorization number(s) along with further instructions.
4. Schedule your exam appointment(s) with Prometric, our testing partner, at www.prometric.com/ICMA.

Exams are offered according to the following schedule:

• January and February
• May and June
• September and October

To schedule exam appointments, visit www.prometric.com/ICMA or call (800) 479-6370. To ensure your first choice of date, time, and location, it is best to schedule your appointment at least four weeks in advance. All exam appointments must be scheduled at least 72 hours in advance of the exam date. Once you are registered, you must take the exam part during your assigned testing session. If, for any reason, you are unable to schedule an exam appointment during the assigned testing window, you will need to pay another registration fee. Appointments cannot be rescheduled to another testing window.

All transcripts should be mailed directly from your college or university to the address below.

To validate your work credential, you will need to download the CMA Experience Requirement Verification Form.

The completed form can be returned via email to ccurtin@imanet.org or via post to:

ICMA
10 Paragon Drive, Suite 1
Montvale, NJ 07645-1759

For further details, please refer to the Education Qualification Section of the CMA Handbook 

For Professional Members:

• CMA Entrance Fee (nonrefundable) - $280*
• Exam Fee - $460 per part.

For Student/Academic Members:

• CMA Entrance Fee (nonrefundable) - $210*
• Exam Fee - $345 per part.

*IMA membership is additional and required.

• If you reschedule or cancel an appointment within 30 days of your appointment date, you will be required to pay a rescheduling fee to Prometric.
• The exam appointment must be cancelled 72 hours (3 days) before the exam date, based on the policy from Prometric.
• Appointments cannot be rescheduled to another testing window.
• To cancel or reschedule an exam appointment, call Prometric at (800) 479-6370 or go to www.prometric.com/ICMA

The CMA Entrance Fee is not refundable.

If you have not scheduled an appointment with Prometric, the examination fee is refundable within 30 days from the time you purchased the exam. A $25 processing fee will be deducted from the refund. We do not offer postponements of exam parts. You must sit in the testing window for which you purchased a registration.

To schedule an exam by phone, find the phone number for your region at www.prometric.com/ICMA. You will need:

• Your Registration Acknowledgment Form, which provides your authorization number(s).
• The first four letters of your last name and a valid email address.

The CMA Scholarship opportunity can be offered to up to 10 students per school per year who are interested in pursuing CMA certification. This includes both undergraduate and graduate students in accredited accounting or business programs. Multiple faculty members can submit nominations, but the limit is 10 per school, per academic year.

Learn more here.

• Active IMA membership
• Earned the CMA/CFM, passed both parts of the CMA exam, or earned another qualifying accounting or finance certification
• Passing the CSCA exam

For further details, please refer to the CSCA Handbook.

IMA Customer Service
Phone: 800-638-4427 or 201-573-9000
Email: ima@imanet.org

Yes. If you are unable to keep a scheduled exam appointment, you must cancel at least 72 hours prior to your appointment date.

If you do not comply with this cancellation policy, you will be considered a "no-show" and will need to re-register with ICMA and pay an additional exam registration fee.

Please note that appointments that are cancelled and rescheduled within the same testing window will incur a $50 Prometric rescheduling fee.

As a reminder: Your authorization number is only valid for the testing window you selected. Appointments cannot be rescheduled to another testing window.

Call Prometric at (800) 479-6370 or go to www.prometric.com/ICMA at least 72 hours before your appointment.

If you do not comply with this cancellation policy, you will be considered a "no-show" and will need to re-register with ICMA and pay the exam fee.

To schedule an exam by phone, find the phone number for your region at www.prometric.com/ICMA.

You will need:

• Your Registration Acknowledgment Form, which provides your authorization number.
• The first four letters of your last name and a valid email address.

There are a variety of resources to help candidates prepare for the exam. In addition to the Content Specification Outline (CSO) and detailed Learning Outcome Statements (LOS), there is a reading list and a resource guide that directs candidates to publications containing in-depth information on specific content areas.

Preparation plans should be individualized based on the candidate’s education, experience, preferred learning style, and writing skills.

Candidates should determine the appropriate mix of available resources that will best help them master the body of knowledge described in the CSO and LOS. Candidates may also wish to purchase the IMA Strategy and Competitive Analysis Learning Series^®.

The Learning Series references content from "HBR’s 10 Must Reads on Strategy” and enrollees are required to obtain a copy of this book.  Each of the five courses specifies the required readings from the book.

You can purchase this book for about $15 from many online booksellers or large bookstores. Alternatively, you can borrow this book from your local library.

IMA Customer Service

Phone: 800-638-4427 or 201-573-9000

Email: ima@imanet.org

The CSCA exam is offered in two testing windows per year, March and September. To schedule exam appointments, visit www.prometric.com/ICMA or call (800) 479-6370. To ensure your first choice of date, time, and location, you should schedule your appointment at least four weeks in advance. All exam appointments must be scheduled at least 72 hours before the exam date. Once you are registered, you must take the exam part during your assigned testing session.

If for any reason you are unable to schedule an exam appointment during the assigned testing window, you will need to pay the exam fee again. Appointments cannot be rescheduled to another testing window.

Candidates who do not pass the exam will receive a performance report from Prometric via email. The performance reports are emailed about two weeks after exam results are posted to the candidate’s profile.

Performance reports indicate a candidate’s performance on each of the key content areas in the multiple-choice section as well as the overall performance on the case study section of the exam.

To enroll in IMA’s automatic renewal program, please follow the steps below.

1. Log into your account on the IMA website, go to the IMA Dashboard.
2. On the dashboard navigation, click myProfile, then My Membership.
3. Under Current Membership, click on the checkbox to opt into automatic renewal.
4. Once a popup is displayed, you will be prompted to either save or cancel your action.
5. Add your credit card to your file to be used for the automatic renewal of your IMA membership.

After you have added your credit card information and enrolled, the discount and payment will be automatically applied towards your future membership renewal orders.

Note: The discount cannot be backdated or applied onto an existing order.

Automatic renewal requires an up-to-date valid credit card. To update or add a new card please follow the below steps.

1. Log into your account on the IMA website, go to the IMA Dashboard.
2. On the dashboard navigation, click myOrders, then Saved Credit Cards.
3. Add a new card or update an existing card file to be used for the automatic renewal of your IMA membership.

If we are unable to process your payment, you will be notified by email from IMA. If your credit card is not updated before your membership lapses, your membership will expire, and you will need to reinstate your membership to access IMA benefits.

You can cancel any time by logging into your account on the IMA website. Please note IMA will still create an invoice for your membership renewal during your standard renewal period. You will need to pay this to continue to receive your IMA benefits. Canceling automatic renewal does not cancel your current membership.

1. Log into your account on the IMA website, go to the IMA Dashboard.
2. On the dashboard navigation, click myProfile, then My Membership.
3. Under Current Membership, click on the checkbox to opt out of automatic renewal.
4. Once a popup is displayed, you will be prompted to either save or cancel your action.
5. Once you have opted out, you can remove the credit card on file.

Your system must meet the following requirements to run an IMA webinar:

Supported System Configurations

• Windows XP (Internet Explorer, Firefox, or Google Chrome)
• Windows Vista (Internet Explorer, Firefox, or Google Chrome)
• Windows 7 (Internet Explorer, Firefox, or Google Chrome)
• Apple Mac OS 10.5 x (Firefox, Safari, or Google Chrome)
• Ubuntu Linux (Firefox only)
• Flash Player 10.x
• Internet Explorer 6+
• Mozilla Firefox 3+
• Safari 4.x
• Google Chrome 10+

Webinars are group-internet. In order to be eligible for CMA-approved and NASBA CPE credits, you must:

1. Log in on time on the day of the event.
2. Participate in at least 50 minutes of the event (for 1 CPE credit).
3. Respond to all four to six polling questions. Polling questions during the live webinar allow attendees to actively participate.

Each attendee will be able to access the PDF of his or her certificate before the conclusion of the webinar as well as use the custom link contained within the "thank you for attending" email.

As a CPE program sponsor, IMA will retain adequate documentation for five years, which is available to participants upon request. Any questions regarding your credits should be directed to imawebinar@imanet.org or contact IMA Member Services at (800) 638-4427.

It may take up to 30 days for your CPE credit to be reflected in your transcript.

Any concerns regarding your CPE record must be submitted in writing to IMA, Attn: ECS, 10 Paragon Drive, Suite 1, Montvale, NJ 07645 or imawebinar@imanet.org. Please include your name, IMA member number, webinar title and date, and a brief explanation of the dispute. All appeals must be made within 30 days of receiving your certificate.

Strategic Finance (SF) and Management Accounting Quarterly (MAQ) publish only original material that contributes to the accounting and financial management profession.

We recommend that you study several issues of IMA’s publications before you write and submit your manuscript. The best advice is to write only about the topics you know best and with which you’ve had experience.

To query about potential articles or article topics, contact Kathy Williams at kwilliams@imanet.org. For any questions about submitting a manuscript or any of the information below, contact Christopher Dowsett at cdowsett@imanet.org.

You will also need to submit a completed submission form. If you have a full version of Adobe Acrobat, you can save the completed form and include it as a separate attachment when sending your manuscript. If you only have Acrobat Reader, you will need to print the form and fax it to (201) 474-1603 or mail it to IMA, Attn: Publications, 10 Paragon Dr., Suite 1, Montvale, NJ 07645. Manuscripts must be accompanied by a submission form, so please submit both the manuscript and submission form at the same time. When submitting the manuscript via email, please note in your message how and when the submission form has been sent. Manuscripts will not be processed without a form.

The criteria for acceptable manuscripts are:

1. IMA is given exclusive publication rights.
2. The manuscript must not have been previously published and is not available to other publishers.
3. It must be submitted in English and in completed form for publication.
4. The manuscript must not be a poem, outline, abstract, thesis, school term/research paper, unedited speech, or previously accepted manuscript.
5. The content of the manuscript must be timely.

Each manuscript undergoes a blind review by three independent reviewers who have expertise in specific areas. All references to the author are deleted. Members of the manuscript appraisal committee base their evaluations on the following seven major criteria:

1. Is the topic of the manuscript relevant for our readers?
2. How well was the topic covered? Was it a thorough analysis and description of the topic? Were any assertions made that were not supported by the evidence and data supplied?
3. Is the manuscript original and not a rehash of what has been published previously?
4. Is it practical? Can our readers use the information to benefit their companies and careers?
5. Is it technically correct and sound?
6. Is the topic timely? Does the manuscript reflect the latest pronouncements and research? Does it represent a new development or innovation of which our members should be aware?
7. Is the material presented clearly and concisely?

When the reviewers’ manuscript appraisal forms are returned to the editorial department after review, the three grades are then averaged to determine the overall grade assigned to the manuscript.

Reviewers recommend that the manuscript be published, revised, or rejected. They also provide reasons for their recommendations and suggestions on how the technical content of the manuscript can be improved.

Based on the review committee’s comments and further evaluation by the editorial staff of the magazine, manuscripts will either be considered for publication or rejected. You will be notified once a final decision has been reached. Turnaround time for the review process is 120 days.

As part of the yearly competition, chapters can earn credit as a check-off item in the Elective Activities category for submitting a manuscript to IMA publications. The manuscript must be written or cowritten by a member of the chapter. Manuscripts are no longer credited automatically. Credit must be claimed as “Electives” on the Annual Transmittal Form submitted by the chapter as part of the competition.

To be eligible, manuscripts must meet the criteria listed above (see SUBMITTING YOUR MANUSCRIPT). The editorial decision to either accept or reject the manuscript for publication does not affect the chapter credit. See the Chapter Competition Guide for more information.

• Write punchy lead paragraphs that will “grab” readers and pull them into the article.
• Avoid long introductions. Get right to the point. Tell the reader exactly what you plan to do.
• Avoid jargon and acronyms. Readers don’t like to go back and check their meaning.
• Don’t pad your manuscript. It will be obvious to the editor and to the reader—if the editor lets the material stand.
• Avoid long, complex sentences. Break a complex thought into two or more sentences.
• Don’t assume that the reader knows as much as you do. Carefully explain or define a term that isn’t commonly used or was coined at your company.
• Use the active voice, not passive. Instead of writing “It was accomplished in 10 days,” say “We finished the project in 10 days.”
• Write a conclusion that sums up your major points and makes a statement on why the article is important to the reader.

Case studies to be considered for the IECJ should be submitted to the IECJ Editor via email attachment to IECJ@imanet.org.

Case studies jointly authored by academics and practitioners are strongly encouraged. Real-world cases are strongly preferred, but fictional cases, especially those with some basis in practice, will be considered. International submissions are welcome and encouraged.

Case submissions are refereed by members of the IECJ Editorial Advisory and Review Board using a double-blind review process.

For questions regarding the IECJ, please contact:
Kip Krumwiede, CMA, CPA, Ph.D.
IECJ Production Editor
IECJ@imanet.org

The cases are accessible by issue or by individual case. The searchable database is a spreadsheet that provides summary information for all cases.

Browse Back Issues & Cases
IECJ Searchable Database - 2008 to Present

For IMA members, a subscription to IECJ® is automatically included in membership dues. Subscriptions are also available for nonmembers.

For questions about subscriptions and academic use, please contact:
Kip Krumwiede, CMA, CPA, Ph.D.
IECJ Production Editor
IECJ@imanet.org
(800) 638-4427, ext. 1732
From outside the U.S.: +1 (201) 474-1732

We offer case writing competitions with cash awards, including:

• Summer IMA Case Writing Competition: Cases in any area of management accounting or related fields are invited. Deadline: July annually
• IECJ Ethics Case Competition: Cases must be based on real companies or events and relate to an ethical situation. Cases submitted to the competition will concurrently be reviewed for publication in IECJ. Deadline: October annually
• Carl Menconi Ethics Case Competition: Cases are focused on business ethics, and the winning case is featured in Strategic Finance. Deadline: January annually

IECJ is a quarterly, double-blind refereed online journal whose mission is to publish teaching cases and research related to case writing or teaching with cases in management accounting and related fields. Its goal is to facilitate the interaction between accountants and financial professionals in business and educators, and case studies jointly authored by academics and practitioners are strongly encouraged. The case studies in this journal provide an educational resource rich in detail that reflect current problems and complexities characteristic of today's dynamic business environment.

The cases are accessible both by issue and on an individual case basis. IECJ is free to IMA members and also available on a subscription basis. IECJ is listed in the Cabell's Directory of Publishing Opportunities in Accounting.

Real-world cases are strongly preferred, but fictional cases, especially those with some basis in practice, will be considered. International submissions are welcome and encouraged. Cases submitted should not be merely "number-crunching" exercises, but should require interpretation of data in a decision-making context.

Case studies to be considered should be submitted to the editor via email attachment to IECJ@imanet.org.

You will need to submit a completed submission form. If you have a full version of Adobe Acrobat, you can save the completed form and include it as a separate attachment when sending your manuscript. If you only have Acrobat Reader, you will need to print out the form and fax at (201) 474-1603 or mail to IECJ Editor, IMA, 10 Paragon Dr., Suite 1, Montvale, NJ 07645. Manuscripts must be accompanied by a submission form, so please submit both the manuscript and submission form at the same time. When submitting the manuscript via email, please note in your message how and when the submission form has been sent. Manuscripts will not be processed without a form.

Cases should be submitted in three parts:

1. Case material itself
2. Teaching Notes, including an abstract
3. Cover page including author contact information

Only those who can demonstrate a need for the Teaching Notes (such as classroom instructors) and who are academic members of IMA or subscribers will be able to access the Teaching Notes.

Authors must send a letter at the time of submission attesting that neither the submitted manuscript nor a similar one has been published or accepted for publication elsewhere and that the manuscript is not currently under review elsewhere. Authors must obtain, and submit with their manuscript, written permission to use any and all copyrighted material quoted or reproduced in the case study. There is NO submission fee.

The Teaching Notes must include at least the following elements:

1. An abstract of 100 to 150 words presented on a separate page, immediately preceding the text of the Teaching Note. The abstract page should contain the title of the manuscript but should not identify the author(s). Abstracts for cases and other instructional materials should state their purpose and describe the subject-matter context to which they relate. Abstracts should be followed by three to six keywords.
2. Identification of the intended course(s) and audience, including the case's position within the course, the topics it covers, and its specific teaching objectives. Authors should identify any associated readings or theoretical material that instructors might draw on to relate the case to their field or to the course.
3. Suggested assignment questions for student preparation, accompanied by a full analysis of each question. Authors should highlight analytic points that might be noticed only by the best students–points that might differentiate an "A" grade on a written assignment.
4. A teaching plan, including likely student responses to the case and key questions, role plays, use of audiovisuals or in-class handouts, etc.
5. Strategies for using the case in class, i.e., ways in which the case can be altered to fit particular classroom needs.
6. Evidence of efficacy in the classroom.
7. If appropriate, an epilogue or follow-up information about the decision actually taken.

In order to preserve anonymity and facilitate manuscript review, authors should note the following submission guidelines:

1. Send a separate file consisting of a cover page with title, identifying information of all co-authors, and contact information, including email address.
2. Remove identifying information about authorship from document files. To remove identifying author information in Microsoft Word, go to the File menu, select "Properties", select "Summary", and then delete any text included in the "Author" and "Company" fields. In addition, from the Tools menu, select "Options", select "User Information", and delete any text in the "Name" or "Initials" fields.
3. To preserve anonymity, please use "Author" when you cite your unpublished working papers and do not refer to your institution.
4. Microsoft Word and PDF formats are both acceptable for initial submissions. Microsoft Word is required for the final accepted version of the manuscript.

1. All manuscripts should be printed in 12-point font and be double-spaced, except for indented quotations. All manuscripts must be submitted electronically (to IECJ@imanet.org).
2. Margins should be at least one inch from top, bottom, and sides to facilitate editing and duplication.
3. To assure anonymous review, authors should not identify themselves directly or indirectly in their papers. Single authors should not use the editorial "we."
4. A separate file (or cover page for hard copy submission) should include the title of the paper, the author's name, title and affiliation, e-mail address, and any acknowledgments.
5. All pages, including tables, appendices and references, should be serially numbered.
6. Spell out numbers from one through nine, except when used in tables and lists, and when used with mathematical, statistical, scientific, or technical units and quantities, such as distances, weights and measures. For example: three days; 3 kilometers; 30 years. All other numbers are expressed numerically.
7. Within text use the word percent; in tables, figures, and exhibits the symbol % is used.
8. In general, references, footnotes, and citations should follow the guidelines for The Accounting Review (Guidelines).

The editor will review the submitted manuscript for general appropriateness. Manuscripts deemed inappropriate for further consideration will be rejected by the editor, who will communicate to the author(s) the reason(s) for rejection. Manuscripts that pass the initial review will generally be assigned a minimum of two reviewers for formal review. Reviewers will be selected by the editor. Usually at least one of the reviewers will be a member of the Editorial Board. Ad hoc reviewers will be used in situations where it is difficult to match the subject matter of the manuscript to Editorial Board expertise and also as a means of providing a "training ground" for the development of future members of the Editorial Board. The editor will also designate an associate editor to supervise the review of the manuscript.

Reviewers will send their completed reviews (consisting of typed comments for the authors and a completed Summary Evaluation Form) to the associate editor. On the basis of his/her reading of the manuscript, the associate editor will communicate a publication recommendation to the editor (accept, reject, or revise/resubmit); the associate editor will forward to the editor the reviewers' comments, his/her comments, and the marked-up manuscript copies (if any).

The editor will carefully review the comments and recommendations of the reviewers and the associate editor and will make and communicate to the author(s) a decision regarding the publication of the manuscript (accept, reject, or revise/resubmit).

In the case of manuscript resubmissions, authors will be directed to send one electronic version (following the guidelines above) to the editor. The editor will forward the revision to each reviewer of the manuscript. Revisions must be submitted within one year of the most recent editorial decision inviting revision and must include a document describing responses to reviewer comments.

The process will continue as described above until a final publication decision is made and communicated to the author(s).

Authors should note the following general requirements:

1. Each table and figure (graphic) should appear on a separate page and should be placed at the end of the text. Each should bear an Arabic number and a complete title indicating the exact contents of the table or figure.
2. A reference to each table or figure should be made in the text.
3. The author should indicate by marginal notation where each table or figure should be inserted in the text, e.g., (Insert table X here).
4. Tables or figures should be reasonably interpreted without reference to the text.
5. Source lines and notes should be included as necessary.
6. When information is not available, use "NA" capitalized with no slash between.
7. Figures must be prepared in a form suitable for printing.

Permission is hereby granted to authors to reproduce any of the contents of IECJ for use in courses of instruction, as long as the source and IMA copyright are indicated in any such reproductions. Permission is further granted to authors of cases published in IECJ to reproduce their cases in other works provided that the source and IMA copyright are indicated in any such reproductions.

Written application must be made to the editor for permission by nonauthors to reproduce any of the contents of the IECJ for uses other than courses of instruction–e.g., inclusion in books of readings or cases.

Except as otherwise noted in articles, the copyright has been transferred to IMA for all items appearing in the IECJ. Where the author(s) has not transferred the copyright to IMA, applicants must seek permission to reproduce (for all purposes) directly from the author(s).

Concurrent Session Presentation

IMA welcomes and encourages academics to submit manuscripts and/or presentation proposals for concurrent sessions at the IMA Annual Conference & Expo devoted to applied management accounting research. These sessions are an opportunity to share research with management accounting professionals and to show how concepts or tools from research can be applied in practice. Presentations should be oriented toward a practitioner audience. The Concurrent Sessions are held in June. Presenters will receive a complimentary Conference registration.

Poster Session

The Poster Session offers an opportunity for presenters to discuss their work and interact with Conference participants. Faculty interested in sharing research focused on business application or education as well as novel, innovative, and successful teaching methods are encouraged to submit proposals. The best poster presentation will receive an award. The Poster Sessions are held in June. Poster presenters not registered for the Conference will receive a complimentary exhibit hall pass.

Research Lab

The Research Lab offers academics and/or doctoral students the opportunity to collect data by surveying management accounting professionals at the Conference. Academics and/or doctoral students interested in participating in the Research Lab should submit a copy of their survey instrument and a brief description of the benefit of the research to the management accounting profession. Accepted participants will need to provide documentation of human subject testing approval from their institution, where required. The Research Lab is held in June. Those accepted for the Research Lab will receive a one-day Conference registration.

Papers and/or abstracts should be submitted electronically to research@imanet.org. All submissions should include a cover letter that indicates your name, academic affiliation, telephone number, fax, e-mail address, and physical address of lead contact as well as type of presentation desired (Concurrent Session, Poster Session, or Research Lab).

Questions regarding submission content can be directed to. Raef Lawson, Ph.D., CMA, CPA, CFA, IMA’s vice president of research & policy and professor-in-residence, at rlawson@imanet.org.

The IMA Research Foundation is committed to developing the management accounting researchers of tomorrow. We recognize that it can be difficult for less-experienced researchers to obtain funding through traditional channels. We also know that it can be hard to fully evaluate the merits and feasibility of a research idea, without first undertaking preliminary investigations.

With these issues in mind, the Foundation invites submissions of both academic and practitioner research proposals to its Research Incubator Grant Program. Two types of applications will be accepted under this program:

1. Applications from inexperienced researchers, which may include those with experience only as research assistants; Ph.D. students, those without previous funding awards; those pursuing research degree studies; or those who have not previously acted as a principal researcher.
2. Applications from experienced researchers seeking to undertake a feasibility study as a preliminary to in-depth empirical research or with an idea/concept that they wish to develop. A feasibility study may include development of research instrument/research method, pilot study and evaluation of the wider research project, including reviewing issues that could impact its success. This would be conducted to assist the researcher in determining whether or not to proceed with a full research project.

Applicants may apply for funding of up to $5,000. Projects will typically not last longer than one year.

Researchers are required to produce a 3,000-word practitioner-oriented report regarding their project. Awarded researchers will also need to provide IMA with an article for one of its publications and an end-of-project report, detailing how the funding was spent, the results of the investigation, and plans for future research.

Funding of research under this program does not preclude application for subsequent additional funding under the Research Foundation’s other grant programs.

Researchers who are not members of IMA and receive a grant from the Foundation are expected to join IMA before the grant is disbursed.

Completed application should be sent to research@imnanet.org by December 31, 2016.

Questions regarding this program should be sent to Dr. Raef Lawson, Ph.D. CMA, CPA, CFA, IMA’s vice president of research & policy and professor-in-residence, at rlawson@imanet.org.

1. Describe:
   a. The objectives of the research (maximum of five bullet points). What is the feasibility study intended to achieve?
   b. How would the proposed research benefit the management accounting discipline? Why should this research be done? Why now?
   c. Proposed fieldwork materials (e.g., topic guide, survey/questionnaire), if appropriate.
   d. The scope of the project (e.g., areas of research, geography of research, characteristics of intended research participants, timeframe, etc.).
   e. Why you should conduct this research.
   f. Your previous research in this area.
2. Provide a brief bibliography of relevant related work.
3. Proposed approach of research project (e.g., inductive or deductive, qualitative, quantitative, or mixed method, etc.).
4. Proposed budget, including the major costs that will be incurred in the undertaking of this study.
5. Time frame: for key tasks of the feasibility study, specify the start date and end date. Projects exceeding six months are unlikely to be successful.
6. Other support: are there other resources that you would request from the IMA?
7. Describe the expected deliverable of this project. Generally this will be a report describing the results of the current project and describing desired next steps in this research endeavor. Include any other deliverables that may result from this feasibility study (articles, presentations, etc.).
8. CVs: Provide a short (maximum one page per researcher) CV for each participating researcher.

Faculty should submit nomination forms by mail or online. Please submit a separate form for each program at your school.

Completed applications should be submitted to:

CMA Scholarship Program
IMA
10 Paragon Drive, Suite 1
Montvale, NJ 07645-1760
Attention: Research

Nomination forms may also be submitted electronically to research@imanet.org.
Questions regarding this program should be sent to Dr. Raef Lawson, Ph.D., CMA, CPA, CFA, IMA vice president of research and professor-in-residence, at research@imanet.org.

This scholarship program helps alleviate the need for doctoral students to assume teaching responsibilities during the summer.

The Doctoral Summer Research Scholarship Program recognizes that many accounting doctoral programs require a summer research paper, usually in the first or second summer of the doctoral student’s program. The Program also recognizes that accounting doctoral students often have a special need for financial support and time off from teaching and/or service as a research assistant during the summer in which they are working on the summer research paper. The purpose of this program is to provide summer financial support for Ph.D. candidates in accounting from accredited programs to enable them to work on their summer research paper without the time commitment to teaching or other competing research priorities. The scholarship is intended to replace the funding the student receives from summer teaching or service as a research assistant; the student may then direct his or her focus toward completion of a high quality summer research paper.

Research proposals may be from any area in management accounting, but the relationship between the topic and management accounting must be clear. Proposals will be evaluated based on the relevance of the topic to management accounting practitioners and the potential contribution of the research to the field.

Scholarship recipients must complete the summer research paper as required by the student’s doctoral program. The application should be supported by a forecasted submission timeline aligning with the deliverables below. The research paper will be considered for inclusion in IMA’s research library.

In line with ethical research standards determined by the student’s institution, any research project intended to employ human subjects must have received any applicable Institutional Review Board (IRB) approval prior to submission, and proof of the approval must be with the submission.

The scholarship winner will receive a $5,000 stipend. Payment of stipend will be: $1,250 in June annually; $1,250 in July annually; $1,250 upon receipt of the initial draft of the deliverable or annually in August, whichever comes later, and $1,250 upon receipt of the final approved research paper.

Each proposal should be submitted electronically (PDF or Word format) and must include each of the items listed below:

1. Cover letter addressing the value of the research to the management accounting profession and practitioner
2. Abstract with clearly defined research questions and value statement
3. Research proposal primary content, including:
   a. Research objectives with clearly delineated research questions.
   b. Research methodology—field research, survey, experiment, etc.
   c. Background and/or theoretical foundation.
   d. Previous experience researcher(s) has in the research area. Although the proposal should stand on its own, examples of relevant work in the area, such as articles or working papers, may be submitted.
   e. A description of how the research may contribute to the management accounting profession, including implications for practice and future research.
   f. A research timeline that includes at least one progress report and due date for each proposed deliverable.
   g. Use of human subjects: If the research proposal involves human subjects, the researcher(s) must provide a written statement of assurance stating that the rights of the human subjects will be protected and that all subjects will provide informed consent. Principal investigators from institutions with an institutional review board or human subject research committee are required to provide a letter of approval from their board.
   h. A list of all project deliverables. These may include a full research report and submission of an article for consideration toward publication in Strategic Finance or Management Accounting Quarterly. Deliverables may also include a book, practitioner publications, refereed academic journal article, Statement on Management Accounting (SMA), content for webcasts or training seminars, conferences presentations, practice guides, or other resources useful for practitioners in the management accounting profession. A mandatory deliverable is a C–suite report geared toward the finance professional.
   i. Budget with appropriate level of detail for all expenses. IRF does not fund overhead or fringe benefits.
   j. Summary of researcher(s) qualifications that includes an appendix containing an abbreviated curricula vitae for all researchers (10 page maximum)

Researchers who are not members of IMA and receive a grant from IRF are expected to join IMA within 60 days of notification of funding.

The following categories of costs are eligible for reimbursement:

1. Payment to research assistants for tasks defined in the project’s budget.
2. Purchase or rental of custom/special data sets, software.
3. Transportation and other costs for data collection and developing research engagement/partnerships/arrangements.
4. Data entry, supplies, word processing, copying, telephone, postage, transcription, subject stipends.
5. Other reasonable costs associated with project.
6. Nominal stipends may be considered. Funds for IRF grants are typically paid to the principal researcher’s university, college, or company. IRF does not pay overhead or administration fees that may be charged by these types of institutions.

Address for Proposal Submissions Proposals and specific questions about the IRF research program should be sent to:

Kerry Butkera
Research & Academic Relations Administrator
kbutkera@imanet.org
(800) 638-4427, ext. 1546
+1 (201) 474-1546

Specific questions about the research program should be submitted to:
Kip Krumwiede, CMA, CPA, Ph.D.
Director of Research
kkrumwiede@imanet.org
+1 (800) 638-4427, ext. 1732

Our goal is to provide responses to research proposals in approximately 90 business days of receipt.

Questions about IMA's Research Foundation Research Program and Doctoral Student Grant Program can be submitted to:

The following is a list of required items for Doctoral Student Grant proposal submission.

All items should be submitted electronically (PDF or Word document preferred):

1. A working paper or research plan describing the motivation, purpose, primary research question(s), theoretical background, and research methodology of the project.
2. A letter from the researcher’s dissertation chair or faculty advisor indicating his or her support of the dissertation or research project. Please have the advisor include a timetable indicating approximate dates of the dissertation or research project completion.
3. A letter from the student with responses to:
   a. A statement clearly indicating when the student anticipates completion of his or her doctoral program and a description of the stage he or she is in currently (for example, first year, second year, proposal defense stage, etc.). Please include expected completion date if the proposal relates to a dissertation. Research not related to a dissertation should include an appropriate timetable.
   b. Projected (intended) plans for submitting the research to academic journals. The Trustees recognize the emphasis doctoral students and their advisors place on pursuing publication of the dissertation in a high-quality academic journal, and the Trustees encourage IMA acknowledgement and references, where appropriate.
   c. Discussion of potential deliverables or outcomes from the research. Doctoral students are encouraged to indicate how their research can impact the management accounting profession through submission of a manuscript to an IMA publication. Additional outcomes may include presentations at practitioner conferences, white papers on topics related to their dissertation, practice guides, Statements on Management Accounting (SMAs), etc. Travel assistance may be available for presentations at conferences and will be evaluated on an individual basis.

Proposals should be sent to: