About IMA®

IMA operates under the leadership of its President and Chief Executive Officer.

This position is appointed by the Board of Directors.

Jeffrey C. Thomson

Jeffrey C. Thomson

CMA

President and CEO

Key Members of the Board of Directors

John Macaulay

John C. Macaulay

CMA

Chair, 2012-2013

William F. Knese

William F. Knese

CMA, CFM, CPA

Chair-Elect, 2012-2013

Brian McGuire

Brian L. McGuire

Ph.D., CMA, CPA, CBM, CITP

Chair - Emeritus, 2012-2013

Board Of Directors

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Dr. Vimal Kumar Aggarwal, CMA, FICWA

Vimal Aggarwal is a senior project, cost, and management consultant with nearly 30 years of corporate experience working with Indian and multinational corporations in the fields of finance, accounting, management information systems, costing, value chain analysis, and system audits. He also has served as a special auditor for the Central Excise, Customs, and Service Tax Department of the Government of India’s Ministry of Finance.

Dr. Aggarwal earned a Ph.D. in Finance from University Business School, Panjab University, in India. A qualified cost accountant and an industrial engineer, Dr. Aggarwal is a postgraduate in Commerce and holds a postgraduate diploma in the field of Management. Dr. Aggarwal teaches extensively and is a senior visiting faculty member at several management institutes; he also is a director of GJIMT, ranked among the top 50 business schools in India.

Dr. Aggarwal is a fellow of The Institute of Cost Accountants of India (ICWAI), where he was honored in 2007 for his valuable professional contributions, a life member of the Indian Institution of Industrial Engineering, Mumbai (MIIE), and a member of the All India Management Association (AIMA), among other professional affilliations. He is a regular presenter at various national and international conferences, as well as the author of numerous articles in refereed professional journals.

Irvin André Alexander, III, CMA, CFM, CPA, CAE

Irvin “André” Alexander, III is the Chief Financial Officer for Special Olympics Inc., a nonprofit organization with over 170 offices worldwide providing year-round sports training and Olympic-type athletic competition for children and adults with intellectual disabilities. André is responsible for the global financial management of Special Olympics and its subsidiaries.

Prior to joining Special Olympics, André served as Chief Financial and Operating Officer of CFED, an economic think tank, in Washington, DC. André has also served as CFO for the Jane Goodall Institute, Fenton Communications and the Human Rights Campaign. André has over sixteen years of executive leadership experience in both for-profit and nonprofit organizations.

André received his Master of Accountancy from The American University and his bachelor’s degree from the University of Virginia. André is a Certified Public Accountant, Certified Management Accountant, Certified Financial Manager and Certified Association Executive.

In addition, André currently serves on the global board of directors for the Institute of Management Accountants, where he has chaired several key committees.

Dr. Solaiman A. Altwaijri, CMA, CFM, CPA, CIA, CISA

Solaiman Altwaijri serves as CEO of Amiantit Group, a leading manufacturer of pipes, joints, fittings, tanks, and rubber with approximately 100 companies and regional offices worldwide and headquartered in the Kingdom of Saudi Arabia (KSA). Prior to joining Amiantit in 2008, Dr. Altwaijri held numerous other management and finance-related positions, including director of shared services for Zajoul for Advanced Communication in Riyadh.

Dr. Altwaijri earned his B.S. in Accounting from King Fahad University of Petroleum and Minerals in Dhahran, KSA. He holds an M.S. in Accounting from the University of Illinois at Urbana-Champaign and a Ph.D. in Accounting from Case Western Reserve University.

In addition to being a CMA, Dr. Altwaijri is a CPA (Illinois), a Certified Internal Auditor, and a Certified Information Systems Auditor. He serves on the boards of numerous companies and organizations in the KSA and around the world. He also has extensive experience as a trainer for CMA, CPA, and CIA review courses.

Martha Alle, CPA

Martha Alle has worked at American General Financial Services, Inc., for 23 years. Currently, she is the company’s tax manager, having previously served in roles in internal audit, corporate accounting, and treasury.

Ms. Alle earned her Accounting degree from the University of Southern Indiana. She has served on the IMA Evansville (Ill.) Chapter since 1990, including a term as president in 2000-2001. In 2006-2007, she was president of the Lincoln Trail Regional Council, where she remains an active member.

Amber J. Arnhold, CMA

Amber Arnhold is currently the senior finance manager for the Aerospace Business and General Aviation Aftermarket at Honeywell. While at Honeywell, Ms. Arnhold has served in various financial roles, gaining both domestic and international experience in the areas of audit, controllership, and financial, planning & analysis.

Ms. Arnhold earned her B.S. in Marketing from Northern Arizona University and her M.B.A. from Arizona State University. An IMA member since 2005, she has served on the IMA Ethics Committee and as the CMA director for IMA’s Arizona Valley of the Sun Chapter.

Ramamani Balaji, CMA, CIA

Ramamani Balaji, CMA, CIA currently serves as controller of the Nunavut Development Corporation, an organization that facilitates financial reporting to the legislature of the Government of Nunavut, Canada. Prior to that, Mr. Balaji held the post of financial controller at two private companies in Liberia, West Africa, one of which – Oriental Timber Corporation – is Africa’s largest logging company.

Mr. Balaji holds numerous international certifications – including from India, Australia, and Botswana – and is also a Certified Internal Auditor as well as a Certified Management Accountant (CMA®). He is a member of the IMA Global Board of Director’s Performance Oversight and Audit Committee, and serves as the Board liaison to IMA’s Foundation for Applied Research (FAR) Committee.

Pat Basile, CMA

For more than 20 years, Pat Basile has served as controller of Uniplast Industries/UWH Industries, a wholesaler of plastic and wire hangers. He graduated from Bowling Green State University with a degree in Finance and obtained his M.B.A. from Seton Hall University.

Mr. Basile is actively involved in IMA’s Raritan Valley (N.J.) Chapter and the New Jersey Council, for both of which he has served as a board member and president. At the national level, Mr. Basile was a member of IMA’s Chapter Recognition Advisory Committee and for the past three years, has been Volunteer Program Chair at IMA’s Annual Conference & Exposition.

Kelli L. Baucom

TBD

Susan E. Bos, CMA, CPA

Sue Bos works for the elected county treasurer of the Washtenaw County government, where she serves as the tax and accounting manager. Washtenaw is the 6th largest of Michigan’s 83 counties, with $200 million in revenue and 1,400 employees.

Ms. Bos earned her B.B.A and her M.B.A. from the University of Michigan and Eastern Michigan University, respectively.

An IMA member since 1986, Ms. Bos has held many volunteer leadership roles at the global, council, and chapter levels.

Kristine M. Brands, CMA, CPA

Kristine Brands is an assistant professor of Accounting at the Regis University School of Management. She has extensive work experience in finance, accounting, controllership, auditing, software engineering, and financial systems design and implementation. Her research interest areas include performance measurement, International Financial Reporting Standards, and XBRL and interactive data.

Ms. Brands previously taught at Northeastern University and Harvard University Extension. She is ABD at the Institute of Advanced Studies at Colorado Technical University.

In addition to serving on the IMA Board, Ms. Brands is a member IMA’s XBRL Standing Committee.

John M. Brausch, CMA, CFM, CPA

John M. Brausch is immediate past Chair-Emeritus of the IMA Board, having served as Board Chair during the 2009-2010 fiscal year.

A long-time champion of the CMA certification program, Mr. Brausch is past Chair of the ICMA Board of Regents and was a regent and member of ICMA’s Exam Review Committee. Prior to and concurrent with his national IMA service, Mr. Brausch served as an officer in several IMA Chapter and Council positions.

Mr. Brausch has published numerous and internationally recognized articles on accounting-related topics. He graduated from The Citadel in Charleston, S.C., with a B.S. degree in Business Administration, and he holds an M.B.A. from the University of Montana.

Sandra M. Brenner, CMA

Sandra Brenner is a senior staff accountant for BASF, the world’s leading chemical company, where she has worked for 30 years. She graduated from Lake Erie College with a degree in Accounting.

Ms. Brenner has served on the IMA Cleveland East Chapter board, holding the position of Chapter president for two terms, and is the past Chair of the Ohio Regional Council. Nationally, Ms. Brenner has served on IMA’s Professional Development Committee and as a regional vice president.

Beverley A. Brooks, CPA

Beverley Brooks has spent more than 25 years as a financial manager. For 13 years, she worked for Blue Cross Blue Shield of Florida; prior to that, she served at a national transportation company and with KPMG Peat Marwick.

An IMA member since she was a student, Ms. Brooks has been president of IMA’s Jacksonville Chapter as well as its Florida Council. She has served two terms as IMA Regional Vice President, including a current term from 2010-2012. She also currently serves on IMA's Member Relations Committee.

William L. Brower, Jr., CMA, CPA

William L. Brower, Jr., spent 39 years at Johnson & Johnson, serving as a financial executive overseeing the Consumer Pharmaceutical and Nutritional Products franchises, before retiring in 2006. Involved in Licensing and Acquisitions, Mr. Brower also was instrumental in leading numerous successful product additions to the J&J portfolio.

A past Chair of the IMA Board, Mr. Brower previously has served as Chair of the Governance Committee, the Planning and Development Committee, and the Education Committee. He also has been a member of the ICMA Board of Regents as well as a trustee of the Foundation for Applied Research (FAR) and a governor of the Stuart Cameron McLeod Society (SCMS).

Gary R. Brown, CMA, CPA, CITP, PFS

Gary Brown is managing director of a boutique Georgetown, Texas CPA practice. Mr. Brown has extensive international experience, having previously served as CFO and VP, finance, for Astec International Ltd. (now part of Emerson Electric) in Manila, Philippines, as well as a CFO in Mexico City and Seoul, South Korea, for Ralston Purina. In addition, he has held senior financial positions with Ford Motor Company, Honeywell, and Texas Instruments.

Mr. Brown earned a B.S. in Accounting from Montana State University and an M.B.A. from Texas Tech University. He also has received advanced training at Stanford University, the University of Michigan, and the University of Chicago.

His volunteer work at IMA includes membership on the Global Board of Director’s Audit Committee and terms as an IMA council and chapter president. He is also a former national president of the Stuart Cameron McLeod Society and has been recognized as Financial Executive of the Year by IMA and Robert Half International.

Margaret D. Butler, CMA, CPA

Now retired, Margaret Butler was formerly the controller for Bostick Brothers, Inc., of Benoit, Miss. She graduated from Georgia State University.

Since joining IMA more than 35 years ago, Ms. Butler has been involved with the organization at the local, regional, national, and global levels, including serving as IMA Board chair in 2002-2003, chair of the Regional Operations Committee, an area vice president, and president of the Foundation for Applied Research (FAR). Ms. Butler has been affiliated with IMA’s Atlanta Central, Minneapolis, Jackson (Miss.), and Bluegrass Area Chapters.

Karen M. Dallmann

Karen Dallmann graduated from the University of Wisconsin in Whitewater, Wis., with a B.B.A. degree in Finance. While at UW-Whitewater, Ms. Dallmann held leadership positions at her IMA student chapter. Since earning her degree, Ms. Dallmann has served as a staff accountant and financial analyst at Room & Board and Endura Financial. Currently, she works at The Toro Company in Bloomington, Minn.

Ms. Dallmann is the current Chair of the IMA Minneapolis Chapter and the immediate past Chapter president. For the past three years, she has served as a delegate of the Northern Lights Regional Council.

Roger Di, CMA

A China tax specialist since 1998, Roger Di has extensive experience advising foreign investors and China domestic investors on investment regulations, foreign exchange, customs, tax planning, establishing companies in China, and designing tax-effective investment structures.

In 2009-2010, Mr. Di was head of the China Centre of Excellence of KPMG U.S., which is based in New York and where he was responsible for designing China investment structures, China tax planning, and advising on China regulatory and taxation issues for North American companies. Prior to that, Mr. Di worked at KPMG Vancouver and Toronto, where he advised Canadian investors about China regulations and taxation.

David P. DiMare, CMA, CPA

David DiMare is an engineering program manager at Hewlett Packard Corporation, where he is responsible for managing new product introduction and several other business processes. Prior to joining HP, he worked in several senior level management positions in finance and accounting.

Mr. DiMare received his B.S. in Business Administration-Accounting from San Jose State University.

A past president of IMA’s Peninsula-Palo Alto Chapter, Mr. DiMare most recently concluded his third year (two terms) as president of the Golden West Council. Among his other IMA activities, Mr. DiMare previously served as IMA regional vice president, on the External Member Relations Committee from 2006-08, and on the Global Service Pool Advisory Committee from 2009-11. He is currently treasurer of the Stuart Cameron McLeod Society.

Loutfi K. Echhade, CMA, CPA, CIA, CCSA, CFSA, CISA

Loutfi Echhade is an assurance senior partner with Ernst & Young in Saudi Arabia. He enjoys more than 30 years of experience in the areas of audit, consultancy, and advisory services with Big Four public accounting firms.

Mr. Echhade received his B.B.A. from the American University of Beirut and did post graduate work in Accounting at the University of Houston. He has served on the IMA IFAC Advisory Committee and is currently a member of the IMA Planning and Development Committee.

Cary R. Efaw, CMA, CPA, CFM

Cary Efaw has more than 35 years of business experience in both private and public companies and with a Big Four public accounting firm. Now semi-retired, Mr. Efaw operates his own nutritional supplement distribution company.

Mr. Efaw graduated from Waynesburg University (dual degrees in Accounting and Economics) and obtained his M.B.A. from Youngstown State University.

A Stuart Cameron McLeod Society member, Mr. Efaw has served two terms as president of both the IMA Pittsburgh Chapter and the Keystone Mountain States Council.

Cynthia “Cindy” K. Friedt, CMA, CPA, CIA

For the past six years, Cindy Friedt has served as the fixed asset/tax manager at Admiral Beverage Corporation and eight sister companies, Pepsi bottlers, and beer distributorships.

Ms. Friedt graduated from the University of Wyoming with both a B.S. and an M.S. in Accountancy. She began her IMA service as an officer of that school’s IMA student chapter. Currently, Ms. Friedt served as a member of the IMA Committee on Ethics as well as chair of the Students and Scholarship Committee of Stuart Cameron McLeod Society (SCMS), where she recently completed a three-year term as a governor.

Hubert D. Glover, Ph. D., CMA, CPA, CIA, CRISC

Dr. Hubert Glover is president and co-founder of REDE Inc., which provides institutional support and consulting services to Federal agencies, including NASA, Commerce, the USDA, the EPA, and the Department of Energy.

A prolific author, Dr. Glover has more than 30 years experience in management and leadership, having served as CEO of a joint venture with Shell Oil and CEO for a subsidiary of PricewaterhouseCoopers. Most recently, he chaired the accounting department for Howard University’s School of Business.

Dr. Glover recently completed a two-year term as a Board member of IMA’s Foundation for Applied Research (FAR) and serves as Chair on the Member Relations Committee.

Olen L. Greer, Ph. D., CMA

Olen Greer is a professor of Accountancy at Missouri State University’s School of Accountancy, where he has taught for 31 years. He holds a B.S. in Accounting from Missouri State and both an M.B.A. and a Ph.D. in Management and Organizational Behavior and Accounting from the University of Colorado at Boulder. Before entering academia, Dr. Greer was a Medical Service Corps officer in the U.S. Army.

A widely published author and an award-winnng educator, Dr. Greer is past president of both IMA’s Greater Ozarks Chapter and Heartland Regional Council.

Dr. Paul E. Juras, CMA, CPA

Paul Juras is a professor of Accountancy at Babson College, where he teaches managerial accounting and strategic cost management courses in the full-time M.B.A. program, evening M.B.A. program, and the blended-learning Fast Track M.B.A. program. Before joining the Babson faculty, Dr. Juras taught at Wake Forest University.

Dr. Juras earned both his B.B.A. and M.B.A. from Pace University and his Ph.D. from Syracuse University. He has published articles in numerous journals, including the Journal of Corporate Accounting and Finance, Issues in Accounting Education, The CPA Journal, and Strategic Finance. Dr. Juras’s latest research interests focus on contemporary cost management systems; currently, he is working as a co-author of a cost management text; creating a series of cases with a cost management perspective; and developing an M.B.A. elective in healthcare cost management and control.

Jane E. Karli, CMA

Jane Karli is director of operations for Aviva Investors North America, where she is responsible for the operational readiness relating to the launch of the company’s new products. Prior to joining Aviva in 2011, Ms. Karli served for 30 years at Principal Financial Group in roles of increasing responsibility, including senior accounting and custody administrator, assistant treasurer, director of securities operations, and, finally, director of marketing infrastructure.

Ms. Karli earned her B.S. in Industrial Administration/Accounting from Iowa State University and participated in the Business Leadership Certificate Program (Master’s level) at Drake University in Des Moines.

A CMA since 1994, Ms. Karli has served on several IMA committees, including the Ethics Committee (2006-07), Planning and Development Committee (2007-09), and External Funding Committee (2008-09).

Kerim M. Kazgan, CMA, CPA

Kerim Kazgan currently serves as CFO of Borusan Automotive Group, the leader of the retail auto premium cars segment in Turkey. At Borusan, Mr. Kazgan is a member of the executive committee, where he oversees finance, administration, strategy, and Six Sigma functions. During his career, Mr. Kazgan has spent more than 25 years working in the finance sector, as well as 10 years working in the United States.

In addition to his service on the IMA Board, Mr. Kazgan also is a member of the IMA Member Relations Committee.

C.S. “Bud” Kulesza, CMA, CFM

Bud Kulesza spent most of his career at ITT, where he held a variety of senior financial positions in ITT’s manufacturing companies. He retired as senior vice president, finance, for ITT Automotive; currently he is a consultant specializing in finance, accounting, and information management.

A frequent author, speaker, and educational instructor, Mr. Kulesza earned his Bachelor’s degree in Commerce from Rider University. He is long-time IMA member and has served in various volunteer posts, including as president and chairman.

Larry L. Loyed, CMA

Larry Loyed is currently employed by Aderhold Properties, Inc., a multi-family rental management and development company, as CFO and treasurer. His duties include financial statement review and preparation, income tax planning and review, accounts payable, payroll, cash management, loan management, and human resources. His prior experience includes terms as a controller for two small companies and service with Jack Eckerd Corporation in the internal audit function.

Mr. Loyed holds an Accounting degree (with honors) from the University of West Florida.

An active IMA member, Mr. Loyed has served in many volunteer leadership roles, including two terms as president of the Atlanta Chapter and president of the GulfSouth Council. In addition to his current term on the IMA Global Board of Directors, Mr. Loyed serves as a regional vice president representing the GulfSouth Council.

Athba S. Majeed

Athba Majeed currently serves as finance manager at Baker Hughes International, where she is responsible for revenue recognition criteria, receivable maintenance, and contract reviews for the company’s Middle East region. Prior to that, she worked for eight years in Abu Dhabi and Dubai at Schlumberger Limited, a leading oilfield services provider, holding various positions, including fiscal and tax, management accounting, and financial management for new business activity in Iraq.

Ms. Majeed graduated from the University of Jordan with a major in Accounting.

An IMA member since 2005, Ms. Majeed has served as a session speaker and workshop leader at IMA’s Global Conference in Dubai and at IMA’s Annual Conference & Exposition in the U.S.

Dr. David F. McCormick, CMA, CPA

Dave McCormick spent more than 32 years as a federal civilian employee with the U.S. Department of Defense. His federal career included audit and management positions at the local, regional, and headquarters levels with the Defense Contract Audit Agency. He concluded his Defense career with the Department’s Office of Inspector General. Currently, he serves as an adjunct assistant professor with the University of Maryland University College.

Dr. McCormick earned his B.S. degree in Accounting and his M.B.A. in Finance from the University of Scranton. In 2010, Dr. McCormick completed his Doctor of Business Administration at the University of Phoenix.

An IMA member since 1976, Dr. McCormick has served as a chapter president across four decades: Binghamton (1986-87), Orange County (1995-96), Nation’s Capital (2008-09 and 2011-12). Dr. McCormick also previously served as a national director (1991-93).

J. Stephen McNally, CPA

Steve McNally is the finance director/controller for Campbell’s Napoleon Operations, which provides a full spectrum of Campbell’s soup, sauce, and beverage products sold in the U.S.

Previously at Campbell’s, Mr. McNally held a variety of financial roles of increasing responsibility, including director of Campbell USA Financial Reporting and brand finance director for Campbell’s Ready-to-Serve Soups.

Mr. McNally earned his B.S. in Accountancy from Villanova University and a Master’s in International Business Studies from the University of South Carolina. He began his career at Price Waterhouse in Philadelphia, Pa.

Christopher Mishler, CMA, CIA

For more than 15 years, Chris Mishler was a corporate controller and vice president of administration for a distributor in Michigan. In 2005, he joined Jefferson Wells as a financial operations professional.

Mr. Mishler obtained his M.S. in Accounting from Eastern Michigan University and is a test-qualified CISA (Certified Information Systems Auditor). Prior to an interest in business, he earned a B.A. in Psychology/Speech and Hearing Science and an M.A. in Educational Psychology, both from the University of Michigan.

Mr. Mishler is the 2010 president of IMA’s Michigan Council.

Brad J. Monterio

Brad J. Monterio is managing director of Colcomgroup, Inc., a global strategic management consulting and marketing services firm. Mr. Monterio advises companies on business/strategic development, management, marketing, communications, and investor/media relations. He has extensive experience in the financial services, financial technology, and accountancy sectors, including XBRL (eXtensible Business Reporting Language), integrated reporting, and ESG. He is active with XBRL International, Inc., the ASAE, and the Global Reporting Initiative.

Mr. Monterio is a member of the IMA Global Board of Directors Planning & Development Committee and chairs the IMA XBRL Committee. He is a 1988 graduate of Dartmouth College.

Mark J. Morgan

Mark Morgan is vice president-finance for North American Service Level Agreement Management for Bayer Health Care. Most recently, he was head of finance for the company’s Diabetes Care business.

Prior to joining Bayer, Mr. Morgan founded a consulting business, The Hypernicon Group. He has spent more than 30 years in senior leadership roles with top-tier firms, including Pfizer, SC Johnson Wax, and Mylan Pharmaceuticals.

A published author, Mr. Morgan is a distinguished alumnus of his undergraduate alma mater, Indiana State University. He earned his M.B.A. and graduated with highest honors from Illinois State University.

Benjamin R. Mulling, CMA, CPA, CITP

Benjamin Mulling is currently the CFO of Tente Casters, Inc., a position he has held for nearly two years. Prior to that, he was the company’s controller.

Mr. Mulling received his undergraduate degree in Accounting from Northern Kentucky University and his M.B.A. from Liberty University. He also holds the CITP designation, a certification for CPAs who have met certain IT qualifications.

In addition to serving his first term on the IMA Board, Mr. Mulling has participated on various non-profit boards throughout his career.

Barry J. Nathan, CMA

Barry Nathan is the fiscal manager for the Oregon Department of Transportation (ODOT) Information System Branch. Previously, he served as acting deputy chief information officer and the principal liaison for ODOT on major statewide projects and initiatives.

Prior to joining ODOT, Mr. Nathan served in various financial and management capacities for TDK Corporation, Salem Statesman Journal (Gannet Corporation), and Pepsi-Cola bottlers.

Mr. Nathan holds a Master of Management degree and a B.A. in Biological Sciences, both from Willamette University.

Marc P. Palker, CMA

Marc Palker is a director at CFO Consulting Partners, LLC, and the interim CFO of Dataram Corporation. Previously, he served as the managing director of the Finance and Accounting Practice Group of Madison Davis Professional Services (MDPS), LLC, which he joined by combining his consulting practice with MDPS in 2004.

Mr. Palker holds a B.S. in Accounting from Rider University and an M.B.A. in Finance from St. John’s University.

An active IMA member, Mr. Palker has served as a national vice president, national director, regional Council president, Chapter president, and national committee chairperson. Mr. Palker also served two years on the IMA Small Business and Regulatory Affairs Committee.

John B. Pollara, CMA

John Pollara is the retired Chairman and CEO of Zieman Mfg. Company. Zieman was acquired by Drew Industries in 2004. While working for Zieman he held a number of positions to include Corporate Controller, Vice President of Finance and Treasurer. He has served on a number of public company boards and continues to remain active in many business ventures.

John has been actively involved in IMA since the early 70’s and served in many capacities including International Chair of IMA in 2007-08.

In addition to continuing to serve on IMA’s board of directors he currently Chairing IMA’s Development effort.

Peggy Z. Reeves

Peggy Z. Reeves is currently employed as a cost accounting consultant at Milliken & Company.

Ms. Reeves has been a member of IMA’s Spartanburg Area Chapter for 36 years, having served as director, secretary, vice president, and president. She has also been active in the Carolinas Council, holding posts as director, secretary, and regional director. Her national IMA service includes representing the Carolinas Council on the IMA Member Services Committee, as well as membership in the Ethics Committee and the Chapter Recognition Advisory Committee.

Dr. Sandra B. Richtermeyer, CMA, CPA

Sandra Richtermeyer, IMA’s Immediate Former Chair-Emeritus, is chair of the Department of Accountancy in the Williams College of Business at Xavier University in Cincinnati, Ohio. Her teaching and research interests include managerial accounting, corporate governance, non-profit accounting, technology enablement and enterprise systems, and professional issues for accountants. She is a frequent speaker and author of many articles in academic and practitioner publications.

Dr. Richtermeyer received her B.S. from the University of Wyoming and her Ph.D., M.B.A, and M.S. from the University of Colorado.

A dedicated IMA member, Dr. Richtermeyer has held numerous volunteer leadership positions with the organization, including a term as IMA Chair in 2010-2011. At the global level, she has served as chair of many IMA committees, including the Member Relations Committee, the Governance Committee, the Volunteer Leadership Committee, the Nominating Committee, and the National Committee on Students. She also chaired the IMA Foundation for Applied Research from 2004-2006 and was IMA Professor-in-Residence from 2004-2007. At the Chapter and Council levels, she was president of the Denver-Centennial Chapter from 2000-2001 and held several IMA Chapter and Council leadership positions from 1995-2000.

Scott Rosenberg

Scott Rosenberg is CFO, Global eCommerce Services, for GSI Commerce, Inc., a publicly traded, full-service eCommerce outsourcing provider.

Prior to joining GSI, Mr. Rosenberg was divisional CFO and VP of marketing for J. Crew; VP of business development for Brach’s Candy; and division CFO for Lenox. His areas of expertise include consumer packaged goods, eCommerce and direct marketing, and defense industries.

An avid baseball and softball player, Mr. Rosenberg resides with his family in Newtown, Pa.

Frederick E. Schea, CMA, CFM, CPA

Frederick E. Schea, CMA, CFM, CPA was IMA Chair during the 2008-2009 fiscal year. With more than 35 years of experience as a senior finance executive, Mr. Schea currently serves as president and chief executive officer of First Savings Bank of Perkasie, a $1 billion community bank based in Upper Bucks County, Penn. Mr. Schea has been the CFO of a number of public and private banking companies during the course of his career.

Since joining IMA in 1977, Mr. Schea has taken on many volunteer leadership roles. He served as past president of the IMA North Penn Chapter and the Mid-Atlantic Council. At the national level, he participated in the CMA Exam Review Committee and served as Mid-Atlantic Council regional vice president. He currently serves on the IMA Global Board of Directors Volunteer Leadership Committee.

Patricia A. Simmers

Patricia Simmers is a senior finance executive who consults to high-tech and software companies in emerging growth and expansion stages. Previously, she served as controller for Silver Creek Systems, a venture-backed product data mastering software company. In 2010, she completed a successful merger-acquisition of Silver Creek Systems with Oracle.

Scheduled to complete her CMA certification in 2011, Ms. Simmers has served as president of IMA’s Denver Centennial Chapter and is a member of the Stuart Cameron McLeod Society, where she serves on the scholarship review committee. Ms. Simmers currently assists with the IMA Global Board of Director’s Volunteer Leadership Committee.

Steven R. Skoog, CMA, CFM

Steven Skoog is the corporate controller for Ten D Inc., a holding company for a group of family-owned businesses that provide trucking, warehousing, heavy hauling, and business records management services to central Iowa.

Mr. Skoog, who joined IMA in 1991, is the past president of the Des Moines Chapter and has played an active role in the North Central Regional Council since 2004.

Carl S. Smith, Ph.D., CMA, CFM, CPA

Carl Smith is an associate professor of Accounting and the director of graduate programs in Accounting and Taxation for the University of Hartford’s Barney School of Business. His research interests include managerial and cost accounting as well as ethics. In addition to his academic responsibilities, Dr. Smith also maintains a small CPA practice.

Dr. Smith received his B.S., M.B.A., and Ph.D. from the University of Connecticut. A frequently published author and former chair of the IMA Board, Dr. Smith has served on and chaired numerous IMA committees.

James (Jimmie) C. Smith, CPA

Jimmie Smith is senior manager of Sarbanes-Oxley Compliance for Occidental Petroleum, where he has served for the past 38 years. In addition to his current role, Mr. Smith has extensive experience in financial planning & analysis, cost accounting, controllership, and financial management.

Mr. Smith holds a B.B.A. in Accounting from Texas Tech University and an M.S. from the University of Houston at Clear Lake City.

An IMA member since 1974, Mr. Smith served in 2010-11 as president of IMA’s Texas Regional Council, which won both the Vice President’s Award and a Council Award of Excellence. He also has served as president of three other IMA Chapters (Dallas Area, Blue Grass Area, and Texas Bay Area), as well as in numerous other Chapter, Council, and global leadership roles.

Pemberton Smith, CMA, CFM, CDFM

Pem Smith is senior program manager for CPI/MIS (Continuous Process Improvement/Management Information Systems) for General Dynamics Information Technology, a defense contractor in San Diego. A Certified Six Sigma Green Belt through the American Society for Quality, Mr. Smith holds a B.S. in Industrial Engineering from the University of Michigan and an M.B.A. from San Diego State University. He is also a Certified Defense Financial Manager through the American Society of Military Comptrollers.

A member of IMA’s San Diego Chapter since 1994, Mr. Smith has served as president and regional director of the Wild West Council. He has also been a member of the Council’s Volunteer Leadership Committee and Member Relations Committee.

Antoinette Spina, CPA

A graduate of the State University of New York at Fredonia, Toni Spina has spent more than 30 years in the fields of taxation and small business advisory. She now works at Bailey, Carr & Co. CPAs.

Ms. Spina has served IMA at the local, statewide, and national levels, and frequently speaks on tax-related topics. She is past president of the Rochester Chapter and Upstate New York Council. Currently, she is a regional vice president on the IMA Board and Chair of the Performance Oversight and Audit Committees.

Mary A. Strautmann, CPA

Now retired, Mary Strautmann spent her career as a technical support representative for Multiview Corp., an assistant controller for a regional mortgage company, and a client services manager in a regional CPA firm, among other accounting positions.

Ms. Strautmann graduated from the University of Wisconsin-Milwaukee with a B.B.A. in Accounting and earned a M.S. in Management from Cardinal Stritch University as well as an M.S. in Taxation from UW-Milwaukee.

Ms. Strautmann has served on the board of IMA’s Greater Milwaukee Chapter, where she held several leadership positions, including president. Currently, she is president of the Mid-America Council. At the national level, Ms. Strautmann has assisted as a judge in both IMA’s Student Chapter Award of Excellence and the Student Case Competition.

Frank D. (David) Teets, Jr., CMA, CPA

David Teets operates his own company, F.D. Teets, Jr., CPA, which provides contract CFO services for start-up, restructure, turnaround, and growth enterprises in the South Florida area. Prior to forming his company in 2008, Mr. Teets worked as director of finance and accounting for The Weitz Company, as CFO/COO of Landmark Development Group, LLC., and at several other companies in Florida.

Mr. Teets earned his B.B.A. in Accounting from Stetson University and his M.B.A. (summa cum laude) in Finance from Nova Southeastern University.

In addition to being a CMA and a CPA in Florida, Mr. Teets is a Construction Industry Financial Professional (CIFP). He has served as president of IMA’s Southwest Florida Chapter as well as a Florida Council delegate.

Rick S. Thompson, CMA, CFM, CPA, CIA, CTP

Rick S. Thompson is the CFO, secretary, and treasurer of Pacolet Milliken Enterprises, Inc., a privately held real estate, natural resource, and investment company located in Spartanburg, S.C.

Along with being a CMA, CFM, and CPA, Mr. Thomspon is also a Certified Internal Auditor (CIA) and a Certified Treasury Professional (CTP). He has been active in IMA for many years, serving as president of the Spartanburg Chapter as well as the Carolinas Council. He is the current chair of the ICMA Board of Regents and member of the IMA Board.

Timothy P. Trout

Tim Trout is CFO of The Protection Bureau, a security system integrator, with responsibilities that include directing the firm’s financial policies, budgeting, insurance, tax, and treasury functions. Previously, Mr. Trout held controllership positions with Hamilton Equipment (wholesale), Elite Sportswear (manufacturing), and Reading Electric (electro-mechanical service and construction).

In addition to his IMA service and volunteer participation, Mr. Trout also is a very active in the Boy Scouts of America, most recently serving as a scoutmaster and committee chairman.

Joseph A. Vincent, CMA

Joe Vincent is a CMA with a B.S. in Business Administration from Western New England University, and an M.B.A. from Sacred Heart University. He has over 30 years of multi-location, medical device manufacturing and distribution experience, including 10 years of experience as CFO of a $55M public company. For the past six years, he served as general manager of Dixtal Medical, a Philips Healthcare company.

Mr. Vincent has dedicated many years of volunteer service to IMA and currently sits on the Governance Committee. Most recently, he completed a three-year term as Chair of the ICMA Board of Regents. He has been an active member of IMA at the local, regional, and global levels since 1974. He was a national vice president in 1994-1995, and previously served on the Finance Committee, as chair of the Pension Subcommittee, as a member of the Board of Directors, and an earlier term on the Board of Regents (1999-2006). Mr. Vincent is a former recipient of the Financial Executive of the Year Award in the Northeast, sponsored by IMA and AOC.

Hon. Kim R. Wallin, CMA, CFM, CPA

Kim Wallin is a native Nevadan and is the first CMA to be elected to the Office of State Controller. She is also the first CPA to hold this office in 50 years.

Ms. Wallin was Chair of IMA for the 2003-2004 fiscal year. She was nominated from the floor and elected by popular vote as IMA’s president-elect. This was the only time in the then 83-year history of IMA that a president-elect was chosen in this manner.

Ms. Wallin is currently a member of IMA’s XBRL Committee, the XBRL International Public Sector Work Group, a member of the AGA Partnership for Intergovernmental Management and Accountability Steering Committee, and is a director on the NASC Executive Committee. In addition, she is a member of the AICPA, NSCPA, NASACT, and AGA.

Larry R. White, CMA, CFM, CPA, CGFM

Larry White is the executive director of the Resource Consumption Accounting (RCA) Institute, which educates and certifies individuals and organizations in the practice of RCA. He is also an on-call senior business advisor with Deloitte.

Mr. White retired from the U.S. Coast Guard as a Captain with more than 28 years of service, including 21 years in financial management and accounting. He holds a Bachelor’s degree from the U.S. Coast Guard Academy and an M.B.A. from Columbia University.

An active member of numerous accounting associations, Mr. White previously served as the IMA Board chair.

Volunteer
Leadership

IMA encourages member involvement in advisory committees, panels, and volunteer activities. To learn more about opportunities to contribute your expertise, please contact:

Pat Stefanczyk
pstefanczyk@imanet.org
(201) 474-1592

Click here to read the descriptions for IMA's Leadership Positions.


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