Chapter Member Profile

In 2017, The East Bay - Northern California Board of Directors decided our membership should know a little about it's membership. As such, a section of the Chapter's Newsletter was established to highlight individual members of the Chapter each month. This section is called "Chapter Member Profile" and will also be carried on the Chapter's Website each month.

For August 2018, Sherry A Morse is the designated Chapter Member that is profiled. If you see her at a Chapter function, please go up to her and say "Hi".

Sherry is currently an adviser to the East Bay - Northern California Chapter Board of Directors and has been a member of the IMA since 1980.

Sherry brings more than 30 years of experience as a financial professional including audit, treasury, financial management, financial reporting, tax and compliance functions to support strategically-focused decision making within organizations. As a key member of blueSky management, she has primary day-to-day responsibility for planning, implementing, managing and controlling all financial-related activities by insuring proper focus on accounting, internal controls, cash planning and staff management. Previously, she served as Financial Officer of companies in both the insurance and legal professions and started her career as an Auditor with Deloitte, one of the “Big Four” CPA firms.

Sherry has a Bachelor of Science Degree in Business Administration, Accounting Option from Cal State University, Hayward. She has a CA Life and Disability Insurance License (Inactive), is a Past National VP of the Institute of Management Accountants, Past President of Soroptimist International and served on the board of Pleasanton Partnerships in Education for over 10 years. Her favorite past time is being with her family!!

CFO/Corp Secretary-Treasurer;

Company: blueSky Marketing Group, Inc.

Education:  BS degree in Business Administration, Accounting Option from Cal State University, HAYWARD!  

Residence:  Pleasanton, CA

Why IMA?  As a senior in college, I asked faculty  if there were any organization around that I might get involved with as a student.  I was referred to Gary Yamashita who was the chair of the business dept. and a member of IMA.  He recommended I attend a meeting.  I did and met previous students there and also met one of the recruiters for Deloitte who was a member.  We talked and when I went for my on-campus interview for Deloitte, the recruiter knew I was involved with IMA.  I often say that NAA (at the time) helped me get my job with Deloitte.  I then attended a board meeting and the rest was history!  

Business Philosophy

Basics:  Be honest; be ethical; be polite; and know that there usually isn’t any mistake that can’t be corrected after the fact so chill!

Best way to keep competitive edge:  Be the best at what you do and of course, be honest!!

Your guiding principle:  Be honest and ethical and give back to your community; engage in life-long learning!           


First Job:  Early years:  baby-sitting; taught piano; worked on campus at university; first after college:  Staff Accountant, Deloitte.

Word best describes you best: Tenacious with a smile!

Best about job: Flexible; challenging; professional; constant learning to keep up!

Pet Peeve: Bad drivers!

Most important lesson:  Always be willing to teach something you know to anyone;

Person Most Interested in Meeting:  My mother (I was 11 when she died)

Three greatest passions:  My family; music; learning stuff     

Judgment Calls:

Best business decision: Working for a Big 8 accounting firm;

Toughest business decision: Leaving Deloitte to raise my children;

Biggest missed opportunity:  What might have been at Deloitte; but also ended up being best opportunity of my life-raising my children and being self-employed with my husband.

Acquired Taste:

Status symbol:  Don’t believe in them;

Favorite movie: too many to mention;

Favorite book: The play – “Our Town” by Thornton Wilder;

Favorite restaurant:  Anyplace with good food

Favorite vacation spot:  anyplace with my family

Set of Wheels:  I drive a Hyundai Sonata – BUT – I refused to ever own a van or station wagon!!! And I never did, even with kids!!

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Chapter Member Profile Archive

November Patrick Rietberg
December Ken Shepard
January Oops - Missed this month
February Oops - Missed this month
March Mike Gorski
April Keith Darby, CAE, CMA, CSCA, CFE
May Chung Bothwell, JD, LLM
June Oops - Missed this month


July Oops - Missed this month