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["IMA’s Higher Education Endorsement Program Application Form"]
["Section A: General Information"]
[]
["Part 1: Institution name and contact information"]
[]
["1. Name and address of institution:"]
["Address:"]
[]
["2. Awarding institution (if not the applicant institution)"]
["Note: If the program is offered at a campus other than the home campus, the application should come from the awarding institution or home campus as appropriate."]
[]
["3. Degree or Program name for which endorsement is being requested (Select One):","Degree or Program Type",null,null,null,"Degree or Program Name"]
["(Note: undergraduate and graduate programs require separate applications)"]
[]
["4. Program website address:"]
[]
["5. Program leader contact name:"]
["    E-mail address:"]
["    Telephone number:"]
[]
["6. Name of contact for this submission (if different): "]
["    E-mail address:"]
["    Telephone number:"]
[]
["7. Business school(or university) accrediting body:"]
["    Status and date of most recent program formal review:"]
[]
[]
["Part 2: Program Resources and Outcome Assessments"]
[]
["8. Do you have an advising handout showing courses for the program to be endorsed?"]
["     *If Yes, please provide copy (Word or PDF format)"]
[]
["9. Does your institution have an IMA Campus Advocate?"]
["     If yes, please provide contact name and e-mail address:","Name:",null,null,null,"Email:"]
[]
["10. Does your institution have an IMA student chapter?"]
["     If yes, how many members does the chapter have? "]
[]
["11. Have your students received CMA scholarships in the past?"]
[]
["12. Number of students enrolled in program:","Full Time",null,"Part Time"]
["      "]
["13. Is the program enrollment steady, growing, or shrinking?"]
[]
["14. Total departmental faculty resources (FTEs):"]
[]
["15. Faculty resources (FTEs) devoted to program for which endorsement is sought:"]
["*Please provide short bios for each faculty member devoted to the program. (Word or PDF format)"]
["Note: Short bios are expected to be 1-2 paragraphs in length."]
[]
["16. Percent of full-time faculty"]
["Percentage of faculty with professional certification:"]
[]
["17. Average class size:"]
["Faculty/Student Ratio:"]
[]
["18. In the past two years, what is your program’s graduation rate?"]
[]
["19. Does your school have a plagiarism and/or academic integrity policy?"]
["*If yes, please provide a copy of the policy (or policies). (Word or PDF Format)"]
[]
["20. Please answer each question below in 500 words or less."]
["*Please provide one document of your responses to each question below. (Word or PDF Format)"]
["a. What are the outcome objectives for program for which endorsement is sought?"]
["b. To what extent do you feel your department is committed to these objectivesand why?"]
["c. What methods/metrics do you have in place to evaluate the effectiveness of the program in meeting the \nneeds of employers? "]
["d. Why do you feel your university or college should be an IMA endorsed school?"]
[]
["* For each document requirement, please indicate in the blue box field the title/name of the document within the file sharing service.\nExample: ABC School Advising Handout\nExample: ABCschool Plagirism Policy\nExample: Short Bio's for Faculty Members\nExample: Questions 20 a-d answers"]

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["IMA’s Higher Education Endorsement Program Application Form"]
["Section B: Curricular Content"]
[]
["Section","Course Title","Level or Year Taught","Required (R) or Elective (E)","School’s Rating","Highest School Rating","Assessment Tool Samples","Reviewer Rating","Comments (OPTIONAL)"]
["Part 1 – Financial Reporting, Planning, Performance and Control"]
["EXAMPLE:"]
["Strategic Planning","MA 302","JR","R","C","C","Doc 1a Pg 10"]
["Strategic Planning (Multiple Courses for ONE Subtopic)","MA 301\nMA 302","SO\nJR","R\nE","C\nB","C","Doc 1a Pg 10\nDoc 1b "]
["A. External Financial Reporting Decisions"]
["1. Financial statements"]
["2. Recognition, measurement, valuation, & disclosure"]
["B. Planning, Budgeting, & Forecasting "]
["1. Strategic planning"]
["2. Budgeting concepts"]
["3. Forecasting techniques"]
["4. Budgeting methodologies"]
["5. Annual profit plan & supporting schedules"]
["6. Top-level planning & analysis"]
["C. Performance Management"]
["1. Cost & variance measures"]
["2. Responsibility centers & reporting segments"]
["3. Performance measures"]
["D. Cost Management"]
["1. Measurement concepts"]
["2. Costing systems"]
["3. Overhead costs"]
["4. Supply chain management"]
["5. Business process improvement"]
["E. Internal Controls"]
["1. Governance, risk, & compliance"]
["2. Systems controls & security measures"]
["F. Technology & Analytics"]
["1. Information systems"]
["2. Data governance"]
["3. Technology-enabled finance transformation"]
["4. Data analytics"]
["Total Part 1 at Level C",null,null,null,null,{"$f":"COUNTIF($F$16:$F$42,\"C\")","v":0},null,{"$f":"COUNTIF($H$16:$H$42,\"C - Substantiated\")","v":0}]
["Part 2- Strategic Financial Management"]
["A. Financial Statement Analysis"]
["1. Basic financial statement analysis"]
["2. Financial ratios"]
["3. Profitability analysis"]
["4. Special issues"]
["B. Corporate Finance"]
["1. Risk & return"]
["2. Long-term financial management"]
["3. Raising capital"]
["4. Working capital management"]
["5. Corporate restructuring"]
["6. International finance"]
["C. Decision Analysis "]
["1. Cost/volume/profit analysis"]
["2. Marginal analysis"]
["3. Pricing"]
["D. Risk Management"]
["1. Enterprise risk"]
["E. Investment Decisions"]
["1. Capital budgeting process"]
["2. Capital investment analysis methods"]
["F. Professional Ethics"]
["1. Business ethics"]
["2. Ethical considerations for management accounting & financial management professionals"]
["3. Ethical considerations for the organization"]
["Total Part 2 at Level C",null,null,null,null,{"$f":"COUNTIF($F$46:$F$69,\"C\")","v":0},null,{"$f":"COUNTIF($H$46:$H$69,\"C - Substantiated\")","v":0}]
["Total Part 1 and Part 2 at Level C",null,null,null,null,{"$f":"SUM($F$43,$F$70)","v":0},null,{"$f":"SUM($H$43,$H$70)","v":0}]
["Percentage of Topics Covered at Level C",null,null,null,null,{"$f":"$F$71/41","v":0},{"$f":"IF(Curr_Mapping[[#This Row],[Highest School Rating]]>=75%,\"Level C Coverage Met\",\"Level C Coverage Not Met\")","v":"Level C Coverage Not Met"},{"$f":"$H$71/41","v":0},{"$f":"IF($H$72<60%, \"CMA Exam Coverage is below the required threshold\", \"CMA Exam Coverage meets the required threshold\")","v":"CMA Exam Coverage is below the required threshold"}]
["* Note a minimum of 75% of subtopics must be at Level C Coverage"]
["Total Assessment Tool Examples",null,null,null,null,{"$f":"COUNTA($G$16,$G$17,$G$19,$G$20,$G$21,$G$22,$G$23,$G$24,$G$26,$G$27,$G$28,$G$30,$G$31,$G$32,$G$33,$G$34,$G$36,$G$37,$G$39,$G$40,$G$41,$G$42,$G$46,$G$47,$G$48,$G$49,$G$51,$G$52,$G$53,$G$54,$G$55,$G$56,$G$58,$G$59,$G$60,$G$62,$G$64,$G$65,$G$67,$G$68,$G$69)","v":0},{"$f":"IF(Curr_Mapping[[#This Row],[Highest School Rating]]<25,\"Assessment Tool Requirements Not Met\",\"Assessment Tool Requirements Met\")","v":"Assessment Tool Requirements Not Met"}]
[]
["Section B: Curricular Content - Syllabus Documentation"]
["*For each course listed on the application a syllabus is required for all courses."]
["Course","Syllabus File Name"]
["EXAMPLE:"]
["MA100","MA100Syllabus.pdf","FOR IMA STAFF ONLY"]
["Course","Syllabus File Name","# of Exam Topics covered","Samples Provided?","Completeness Reviewer Comments","Endorsement Reviewer Comments @ Course Level (OPTIONAL)"]

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["Click Here to Review Full Application"]
[]
[]
["Click Here to Review how to Successfully fill out the application"]
[]
[]
[]
["Click Here to read\nthe 2020 Learning Outcome Statement. This document will help guide and explain each levels of coverage."]

{"sheet":"Lists","index":3,"n_rows":31,"n_cols":1,"rows_kept":31,"cut":false,"hidden":true,"merged":[]}
["Completeness Review Tab"]
["Section A and B Completeness Section"]
[]
["Fully Complete"]
["Partially complete but, can proceed"]
["Partially complete; more information required"]
[]
["Completeness Review Decision Section"]
[]
["Proceed to Endorsement Review"]
["Return Application to School for Additional Information"]
[]
["Endorsement Review Findings"]
["Section A: Endorsement Review"]
["Yes"]
["No"]
[]
["Information provided is satisfactory"]
["Additional information is required prior to making endorsement recommendation"]
[]
["Endorsement Reviewer Recommendation Section"]
[]
["Grant Endorsement"]
["Do not grant endorsement; revise and resubmit"]
[]
[]
["Reviewer Rating Column"]
[]
["C - Substantiated"]
["Included"]
["Not Included"]

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["IMA Higher Education Endorsement Program"]
["Application Review Form"]
["Endorsement Review Findings and Recommendation"]
["All gray and white cells on this tab will be populated by IMA staff prior to submission to CAR reviewers as part of the Completeness Review."]
["CAR reviewers should only enter data in blue cells."]
[]
["Endorsement Reviewer"]
["Reviewer name"]
["Reviewer email"]
["Review submission date"]
[]
["Section A: Endorsement Review",null,null,null,null,null,"Y/N","Comments"]
["Do you have any concerns regarding responses for Questions 1 - 18?"]
["Do you have any concerns regarding responses for the multi-part Question 20? (Short answer questions)"]
["Do you find the plagiarism policy satisfactory?"]
["Do you have any concerns with any other non-curriculum-related components of the application?"]
["Overall Satisfaction with Section A"]
[]
["Section B: Curricular Content Review Findings"]
["Endorsement reviewer coverage level assessment results",null,null,null,null,null,{"$f":"'Part 2. Curricular Content'!$H$72","v":0}]
[]
["Endorsement Reviewer Recommendation"]
[]
["Endorsement Reviewer Comments (supporting endorsement or providing details of additional information needed)"]

{"sheet":"Completeness Review Findings","index":5,"n_rows":28,"n_cols":8,"rows_kept":28,"cut":false,"hidden":true,"merged":[[7,3,7,6],[8,3,8,6],[9,3,9,6],[21,0,21,5],[22,0,22,5],[28,0,34,7],[19,0,19,5],[20,0,20,5]]}
["IMA Higher Education Endorsement Program"]
["Application Review Form"]
["Completeness Review Findings and Decision"]
["All gray and white cells on this tab will be populated by IMA staff prior to submission to CAR reviewers as part of the Completeness Review."]
["No entry required from endorsement reviewers on this tab."]
[]
["Completeness Reviewer"]
["Reviewer name"]
["Reviewer email"]
["Review completion date"]
[]
["Section A Completeness",null,null,null,null,null,"Y/N","Comments"]
["Part 1: Questions 1-7 answered?"]
["Part 2: Questions 8-19 answered?"]
["Part 2: Question 20 answers provided for all parts?"]
["Overall Completeness for Section A"]
[]
["Section B Completeness",null,null,null,null,null,"Y/N"]
["Mapping table fully populated?"]
["Syllabus provided for all courses in mapping table?"]
["Total # of assessment tool examples provided adequate?"]
["Assessment tool samples provided for Level C coverage courses?"]
["Assessment tool samples provided for the courses covered the highest number of topics?"]
["Overall Completeness for Section B"]
[]
["Completeness Review Decision"]
[]
["Completeness Reviewer Comments"]

{"sheet":"List","index":6,"n_rows":3,"n_cols":1,"rows_kept":3,"cut":false,"hidden":true,"merged":[]}
["Select One"]
["Undergraduate"]
["Graduate"]

{"sheet":"Sheet3","index":7,"n_rows":4,"n_cols":2,"rows_kept":4,"cut":false,"hidden":true,"merged":[]}
["R","A"]
["E","B"]
["N/A","C"]
[null,"Not Submitted"]