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


President and CEO

Key Members of the Board of Directors

John Macaulay

Bill Knese


Chair  2013-2014


Joseph A. Vincent


Chair - Elect, 2013-2014

John Macaulay

John C. Macaulay


Chair-Emeritus, 2013-2014

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.

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.

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.

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.

Anthony N. Caspio

Anthony Caspio currently serves as vice president-finance, global supply chain, at Sealed Air Corporation. He joined the company in 1998 as controller of its North American Financial Service Center and has assumed roles of increasing responsibility since then.

Mr. Caspio holds a B.S. in Accounting from Western Illinois University and became a CMA in 2006.

For more than 15 years, Mr. Caspio has been active in IMA volunteer service roles. He is past president and Board member of the Carolinas Council. He also is past president and Board member of the IMA Spartanburg (S.C.) Area Chapter, which in 2002 named him Financial Executive of the Year. At the national level, he served for three years on IMA’s Information Technology Committee.

Robert J. Coke

Robert Coke currently serves as financial reporting manager of The Crosby Group, based in Tulsa, Okla., a company where he has worked since 2007. Prior to joining The Crosby Group, Mr. Coke held a variety of management accounting positions at companies in Tulsa and surrounding areas.

Mr. Coke earned his B.S. in Accounting and Business Administration from Oklahoma Wesleyan College and his M.B.A. from Oklahoma City University.

Mr. Coke has served as regional vice president of the IMA Heartland Council. As a member of the IMA Tulsa Chapter, he has served as vice president, administration, as well as vice president, professional education. In 2012, the Tulsa Chapter honored him with its Member of the Year Award. At the national level, he has served as chair of the IMA Annual Conference & Exposition and as a member of the Annual Conference Committee.

Dana Collins

Dana Collins has been a CFO for the past 20 years, working for small and medium-sized businesses and a multi-state retailer. Most recently, he has been employed at Stryker Corporation, an $8 billion global company, where he coordinates the company’s global tax compliance involving domestic and foreign business units in 117 countries as well as domestic strategy projects. He is currently responsible for the company’s sales tax compliance for all of the business units throughout the United States.

In IMA member for more than 25 years, Mr. Collins has served as president of the Lansing-Jackson and Kalamazoo, Michigan, IMA chapters as well as the president of the Michigan Council for the 2011-2012 term. He also has been a member of IMA’s Member Relations Committee and the investment subcommittee of the Performance Oversight and Audit Committee.

Christian Cuzick, CMA

Christian Cuzick is the senior finance director of innovation for Global Surgery at Johnson & Johnson. In this role, he is responsible for oversight for reporting and consolidation of R&D spending as well as financial support for acquisitions, mergers, divestitures, and equity investments for the company’s Global Surgery businesses. Prior to that, he served as finance director for MD&D Supply-Chain within Johnson & Johnson located in Zug, Switzerland.

Mr. Cuzick holds a B.S. degree from San Diego State University and an M.B.A. from the University of San Francisco.

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.

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.

Billie L. Drake

An honors graduate from the University of Arizona, Billie Drake’s industry experience includes real estate development, property management, construction, engineering, advertising, and insurance.

Ms. Drake has been an IMA member for many years, giving service as president of the Tucson Chapter, Las Vegas Chapter, and Wild West Council. She also has served as an IMA regional vice president, on several IMA global committees, and, for the past five years, as a member of the IMA Committee on Ethics. Currently, she is the president of the Stuart Cameron McLeod Society.

Loutfi K. Echhade, CMA

Mr. Echhade’s career in public accounting and advisory services spans 30 years. Currently, he serves as the leader of the MENA (Middle East and North Africa) Family Business Sector at Ernst & Young in Riyadh, Kingdom of Saudi Arabia, where he works with multinational and major regional family business groups. Prior to that, Mr. Echhade managed major projects pertaining to assurance, due diligence investigations, mergers, business valuations, and restructurings.

In addition to being a CMA, Mr. Echhade is also a CPA, a Certified Internal Auditor (CIA), and a Certified Fraud Examiner (CFE). A frequent speaker on topics such as risk, fraud, and corporate governance. Mr. Echhade serves on the IMA Planning and Development Committee and the IMA Governance Committee. He also has been elected a member of IMA’s Advisory Committee to the International Federation of Accountants (IFAC) and a member of the Professional Standards Committee of the Texas Society of CPAs.

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.

Harlan J. Fuller, CMA, CFM, CPA

Harlan J. Fuller is an instructional assistant professor of accounting in the College of Business at Illinois State University. He teaches courses in cost and management accounting, financial accounting, managerial accounting, and federal income taxation, among others.

Mr. Fuller earned both his B.A. in Accounting and his M.S.A. from Illinois State University.

An IMA member since 1988, Mr. Fuller has held numerous positions on the IMA Mid-America Council, including terms as president, regional director, and treasurer. He also has served as president of IMA’s Central Illinois Chapter. At the national level, he has served twice as a member of the IMA Committee on Academic Relations and has been a member of the CMA Question Review Committee. In 2011, he earned the IMA Faculty Leadership Award, which recognizes a faculty member who has demonstrated exemplary leadership within and service to IMA.

Benjamin M. Jackson

Benjamin Jackson currently serves as the senior financial and reporting manager for Beiersdorf Inc. In this role, he is responsible for all closing activities, maintaining the general ledger, reviewing accounting procedures, managing audits, and assisting with various other areas and the accounting system (SAP).

Mr. Jackson graduated from Xavier University of Louisiana in 1997 with a B.S in Accounting. After graduation, he worked at AM Cosmetics in various cost accounting roles. In 2007, Mr. Jackson earned his M.B.A., with a specialization in Accounting and Information Systems, from Ellis College of the New York Institute of Technology (NYIT).

Mr. Jackson is a member of IMA’s Costal Fairfield Chapter, where he currently serves on the chapter’s board of directors.

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).

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.

Leonard T. Long, CMA, CFM

For the past 10 years, Leonard Long has been a professor at Quincy College in Quincy, Mass., where he teaches courses in managerial and cost accounting, intermediate accounting, and taxation. Prior to that, he served as a senior visiting professor at Bridgewater State College, as the dean of the business school at Bay State College, and as the CFO of the City of Holyoke as well as American International College, all in Massachusetts.

Mr. Long earned his B.A. and M.S. in Accounting from Western New England University. Following that, he obtained his M.B.A. in Finance and his M.S. in Computer Science, both from American International College.

A CMA as well as a CFM (Certified Financial Manager), Mr. Long has served as the past president and treasurer of IMA’s Boston Area Chapter.

Larissa Lowe, CMA

Larissa Lowe has 14 years of experience in corporate performance management in progressive consulting and finance roles. Currently, she serves as a partner of Star Europe, a business consultancy, specializing in delivering performance management and business analytics solutions on the platforms of IBM Cognos, Star, and Anaplan.

Ms. Lowe earned her M.B.A. in Finance and Information Technologies with honors from the University of California, Irvine. Prior to that, she graduated with honors from Nizhny Novgorod Linguistic University, Russia, with an M.A. degree in English, German, and Education.

Ms. Lowe is a published author and guest speaker on the topics of performance management, business analytics, integrated planning, and technology enablement. Since 2010, she has led the efforts to build IMA awareness and recognition in Russia, establishing a local chapter in Moscow in 2011 and serving two terms as chapter president.

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).

Brian L. McGuire, Ph.D., CMA, CPA, CBM, CITP

Brian L. McGuire, Ph.D., CMA, CPA, CBM, CITP is IMA’s Immediate Former Chair-Emeritus. He currently serves as a member of IMA’s Volunteer Leadership Committee. His prior leadership roles at IMA include serving as chair of IMA’s Performance Oversight and Audit Committee and participating as a member of the ICMA Exam Review Committee. He also served as chair of the External/Member Relations Committee, chair of the Committee on Information Technology, chair of the Committee on Academic Relations, chair of the Committee on Ethics, and chair of the Committee on Regional Operations. In line with his commitment to the CMA certification program, he served as a Regent of the ICMA Board of Regents.

Dr. McGuire is associate dean and MBA director at the University of Southern Indiana (USI), where he serves as a consultant through USI’s Center for Applied Research. He also has professional experience in both public and corporate accounting.

Dr. McGuire received his Ph.D. from the University of Central Florida and his MBA and B.S. degrees from the University of South Alabama. He is married and has two children. He and his family have lived in Indiana for more than 15 years.

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 the Technology Solutions and Practices Committee, 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 and he is the Chair for the Performance Oversight and Audit Committee.

Paul Myers

Paul Myers is an accomplished financial management professional with 20 years of experience in financial systems management, reporting, forecasting, budget development, financial analysis, and employee management/development. Currently, he serves as the manager, financial systems, of Hobart Sales & Marketing, part of ITW Food Equipment Group, a division of Illinois Tool Works. Mr. Myers joined ITW Food Equipment Group in 1999; prior to that, he served for seven years in various management roles at Standard Register, a $1 billion document management services company.

Mr. Myers earned both his B.S. in Accounting and Finance and his M.B.A. in Management Information Systems from Wright State University.

Mr. Myers is the current and past president of IMA’s Dayton (Ohio) Chapter. He also is a member and past president of the Ohio Regional Council.

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.

Dr. Jenice J. Prather-Kinsey, CPA

Jenice Prather-Kinsey is a full professor and Sallie W. Dean Scholar in the Department of Accounting and Finance at the University of Alabama at Birmingham. Prior to that, Dr. Prather-Kinsey was an accounting professor at the University of Missouri, where she taught cost/managerial accounting, international accounting, and Ph.D. seminars in accounting for almost 27 years. 

Dr. Prather-Kinsey received a B.S. from Lindenwood University, an M.A.S. in Accounting from the University of Illinois (Urbana-Champaign), and a Ph.D. in Business Administration from the University of Alabama at Tuscaloosa. 

An IMA member for nearly 30 years, Dr. Prather-Kensey has served in various capacities, including as faculty advisor to the University of Missouri’s Student Chapter, as director of manuscripts, education, community responsibilities, and CMA programs, and as vice president of membership. She is also a recipient of an IMA Research Foundation (IRF) Award.

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.

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.

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 retired from Occidental Petroleum in June 2013, after serving the company for 39+ years. At the time of his retirement, he was senior manager of Sarbanes-Oxley Compliance. In addition, 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. At IMA’s 2013 Annual Conference, Jimmie received the 2013 Exemplary Volunteer Award.

Kathryn A. Smith

Kathryn Smith currently serves as the financial director/accountant at Central Presbyterian Church in Waukee, Iowa. Prior to that, she held numerous accounting and controllership positions, including at Roto-Rooter Corporation, Greyhound Lines, and The Conley Group, among others.

Ms. Smith earned her B.S. degree in Accounting and her M.B.A. from Drake University.

Ms. Smith is the current and past president of IMA’s North Central Regional Council. She is also a current governor and past webmaster of the Stuart Cameron McLeod Society.

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.

Patrick J. Stroh, CMA

Patrick Stroh is currently a principal at Mercury Business Advisors, a firm providing business management advisory services in areas such as business strategy, operational execution, innovation, and product development.

Prior to that, Mr. Stroh held multiple positions at UnitedHealth Group, including senior vice president and client experience officer, chief strategy and innovation officer, senior vice president of business strategy, president of consumer health products, and senior director of enterprise risk management.

In addition to his corporate experience, Mr. Stroh has served as an adjunct professor at the University of St. Thomas, from which he also earned his Bachelor’s degree in Accounting and his M.B.A.

As well as being a CMA, Mr. Stroh is also certified as a Project Management Professional (PMP) by the Project Management Institute.

Ez Tabra

Ez Tabra serves as a Financial Controller at Sidra Medical and Research Center, Doha, Qatar. Sidra is hoped to be a beacon of learning, discovery and exceptional care, ranked among the top academic medical centers in the world.

Ez has over 25 years of experience in finance and accounting, and he held several leadership positions such as Director at Global Asset Managers, Director of Future Financial Planning, and Acting Finance Director at Qatar Foundation.

He holds Masters Degree in Finance. Ez is a CMA, CHFP (Certified Healthcare Financial Professional), and PMP (Project Management Professional).

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

F. David Teets, CMA, CPA, CHAE, CAM, CCIFP, MBA is the General Manager / COO of Vasari Master HOA, a gated community with 766 residential units and full amenities program.

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.

Mr. Teets joined IMA in 1994 and has held chapter leadership positions with the Palm Beach and Southwest Florida Chapters. He is a past president of the Southwest Florida Chapter. He currently serves as the Florida Council IMA president and has served on the IMA Global Board since 2012. Teets was selected as an IMA Financial Executive of the Year in 1999.

Teets is active with the IMA Planning & Development Committee as well as the Small Business and Technology Emerging Issues Committees.

David is an active member of the Stuart Cameron MacLeod Society, an honorary society made up of IMA members who have served the Association at a high level and are dedicated to providing continued service to the IMA and its members.

Under Teets’ leadership, IMA Southwest Florida Chapter has been ranked amongst the top 15 small chapters in the nation for the past three years.

Prior to taking his current position, David has served as a C-level financial executive for regional, national and international companies in the real estate development and construction, as well as the senior living and alternative energy fields. His early career includes leadership positions with Big 4 accounting firms Ernst & Young and KPMG, as well as founding his own accounting and management consulting firm.

David has also served on the Executive Committee of the Florida Institute of Certified Public Accountants and has served as a Chapter President three times, as we as serving on specialized committees focused on CPA’s in industry, construction, career planning and Common Interest Realty Associations.

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.

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.

Ginger White

Ginger White began her 15-year tenure at Cummins Inc. as a cost accounting analyst. Currently, she serves as a Six Sigma Master Black Belt for Mid-Range Quality, where she supports the company’s Off-Highway Engineering team and the Recreational Commercial Marine team.

While working full-time at Cummins, Ms. White earned her M.B.A. and, four years later, her M.S. in Strategic Finance from Indiana University Southeast.

An IMA member since 1999, Ms. White has held various positions on the Board of IMA’s South Central Indiana Chapter, including a term as president in 2004-2005. Ms. White also has served on the Lincoln Trail Regional Council, where she was the IMA student representative, chair of the student committee, and president (2009-2010). In addition to her membership on the IMA Global Board of Directors, Ms. White will also serve as the regional vice president of the Lincoln Trail Regional Council in 2013-2015. She is also the Chair for the Member Relations Committee.

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.

R. Michael Williams, CMA, CPA

Michael Williams is currently vice president, finance, at Portland, Ore.-based Sonetics Corporation, a manufacturing and assembly company in wireless communications systems. Prior to joining Sonetics in 2012, Mr. Williams most recently served as the CFO of Silver Eagle Manufacturing and as vice president, finance, of HemCon Medical Technologies, both based in Portland. He has extensive leadership experience in finance and accounting for publicly traded and privately held manufacturing companies with military contracts.

Mr. Williams earned his B.S. in Business Administration from Oregon State University and his M.B.A., with a concentration in Information Technology and Finance, from the University of Portland.

Mr. Williams has been a member of IMA’s Portland Chapter since 1991, where he served a term as president in 2003-2004.

Christie Zou, Zhiying

Christie Zou has spent the past 18 years working for multinational companies, including the past eight years in executive roles. Currently, she is vice president of the International Economic Club of China. Prior to that, she served as executive vice president of Teamsun Technology Company Ltd., one of the top 100 public companies in Asia, as well as executive vice president and CFO of Tengchuang Technology China and as CFO of Merck Pharmaceutical Company in China.

Ms. Zou’s industry experience includes advertising, medical, information technology, bio-science and pharmaceuticals, and education.

Ms. Zou was honored in 2011 as a “Top 10 CFO” by China’s Ministry of Finance. She also has been named the “Best Creative Practitioner in Management Accounting Action Learning” by IMA and the Central University of Finance & Economics (CUFE), from which she graduated. In 2013, she was named IMA’s China Ambassador.


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

Pat Stefanczyk
(201) 474-1592

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

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