Chapter Board of Directors



President
Mike Gorski


Director, Financial Planning & Analysis

Mike has over twenty years of progressive corporate and field finance, accounting, and operational experience. Over his career, he has successfully directed the financial planning, forecasting, reporting, and analysis for fast growing technology companies. Mike joined Hall Equities Group in 2016 as its Director of Financial Planning and Analysis.

Mike leads the Financial Planning and Analysis (FP&A) function across Hall Equities Group and all affiliates. Commonly referred to as the “headlights” of the organization because it provides important information on the road ahead, the FP&A process is an invaluable tool for company leaders, offering insightful financial forecasts and analyses that help drive business decisions and lead to favorable outcomes.

Education/Certification/Professional Organizations:

Plymouth State University, Bachelor’s Degree in Business Administration
New Hampshire College, Master’s Degree in Business Administration
Member of: Institute of Management Accountants (IMA)


   John Hallett
Secretary
Director of EXCEL Program
Director of Ethics Program

 Over 40 years experience Management Controller / Accounting Manager.

Founder Bay Area Excel Users Group  

Have given presentations about Excel Best Practices advanced Excel techniques to several thousand Accounting Professionals over the past twelve years since I founded the Bay Area Excel Users Group.

Robert Hulin
Treasurer,
Acting Webmaster

Robert is a principle of Hulin Consulting a boutique firm that specializes in the accounting and bookkeeping market niche. Prior to Hulin Consulting, Robert had a accounting and technical career with AT&T and it's many transformations, retiring in 1994. 

Robert has been a member of the IMA since 1994 and has held a variety of Board positions at the Chapter, Regional Council and Global levels.

Robert holds an AA Degree - Accounting Specialization from San Joaquin College, a BS Degree - Accounting Specialization from California State University - Sacramento, and a MSPA Degree from Golden Gate University.


Bill Sawyer
Bill Sawyer
Investment Committee

Bill is a Senior Vice President & Senior Investment Analyst, Senior Client Portfolio Manager in Destination Wealth Management’s Investment Department. He is responsible for quantitative and macro analysis of the equity markets, and also serves as a multi-sector research analyst. Bill has over ten years of equity research experience, primarily covering the financial sector. Bill worked as an equity research analyst at J.P. Morgan in New York. He also worked as an Investment Manager at the San Jose office of Fortune Venture Investment Group.

Bill earned his Bachelor of Science degree from Cornell University and completed an exchange study program at University of New South Wales in Sydney, Australia. Bill is a CFA® charter holder and has earned the CERTIFIED FINANCIAL PLANNER™ certification.

Pankaj Pandey
Investment Committee

Pankaj Experienced finance professional with record of success leading finance, accounting, budgeting, forecasting, and financial analysis and reporting across various industries. Unique experience in operations, technology, and HR augments strengths in corporate financial planning, forecasting, analysis, and structure. Talent for building relationships at all corporate levels to leverage internal capabilities to drive top/bottom-line business results. Proficiency in all aspects of corporate accounting and pertinent GAAP and regulations including Sarbanes-Oxley (SOX) compliance. Strong communicator, facilitator, and presenter.

  Open
VP Education


TS%20Image.jpg  Tricia Scalzo
Director of FMN Program

Tricia Scalzo is an Executive Recruiter with BayWorks Recruiting.  She focuses on direct hire accounting and finance recruitment throughout the San Francisco Bay Area.  Tricia has her BS Degree in Accounting from San Francisco State University and worked as a Regional Controller before transitioning into recruiting.  She has been involved with the Institute of Management Accountants (IMA) over 15 years and manages the continuing professional education program for the chapter.  She has a passion for helping people and loves the San Francisco Giants and Los Angeles Chargers.  She can be contacted at:  tscalzo@bayworksrecruiting.com

   William Sievers
VP Membership
Director of CMA Program
Cost accountant in engineering and construction firms.  Experience in areas of project accounting, statutory book IFRS and GAAP financial statement preparation, Federal Acquisition Regulation (FAR) overhead statement preparation, Federal Cost Accounting Standards (CAS), AASHTO (U.S. Department of Transportation cost regulations), management book cost principles and rules, cost proposals, general ledger account reconciliation, business taxation and tax books, international accounting, contracts, and insurance

B.A., Applied Economics - California State University Los Angeles (including accounting coursework), M.A., Economics/Econometrics  - University of New Mexico, Additional accounting course work John F. Kennedy University Walnut Creek California

Certified Management Accountant (CMA)


 

Kevin Clancy
Director of Social Media

Kevin is Associate Partner of finance and accounting consulting to CFOs2GO clients. A problem-solver with a keen eye for efficiency, he has held roles in Bookkeeping, tax accounting, financial consulting, product management, and marketing. His passion is to help businesses in their early growth cycles, including those in startup culture, rapid growth business progression, and small businesses which need technology solutions. His contribution to the practice bridges the gap between Staff Accountancy and CFO Consulting at CFOs2GO.

Kevin graduated from Cal Poly San Louis Obispo, where he studied economics and marketing with an emphasis on marketing strategy, probability theory, and applied probability models. He then began working in tax for CPA firms to build his technical skill set and advisory knowledge.

During this time, he identified a market inefficiency in management side accounting. Many clients, especially at the start- up and small business level, were arriving with incomplete or incorrect sets of books. See the opportunity to solve this, he created a business to provide a spectrum of financial services for start- ups and small businesses, ranging from bookkeeping as a Quickbooks ProAdvisor to long and short term FP&A consulting.

His passion for music and strong appreciation for marketing led him to take advantage of the opportunity to deepen his skills in social media marketing, digital marketing, product and brand management at a rapidly growing Music & Events start-up for which he also provided controller services. This blend of business skills and experience lends him a unique full picture perspective of the needs and forces at play in these fields.

As an advocate for helping others, he serves as a fund-raiser and developer of child sponsorships for the orphanages run by Nuestro Pequeno Hermanos. He also is a volunteer for the non-profit, Father Franks Kids.

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Chung Bothwell
Director of Community Services
 

Investment Committee

Thirty-two years’ experience in government/university environment and expertise in resource management, technology transfer, conference/workshops management, facility management, and environmental safety and health areas. Extensive working knowledge of Lawrence Livermore National Laboratory (LLNL) financial policies and procedures, business management practices, environmental safety and health practices, Department of Energy (DOE) and Department of Defense (DOD) rules and regulations.

Overall, several years’ experience in financial management and experience in proposals and grants writing. Excellent skills in contract negotiations and in supervision of professional and clerical staff. Broad financial accounting experiences and a highly successful record in developing new budget policies, procedures, and manuals. Excellent verbal and written communication skills. Published articles on trade journals and winner of Manuscript Competition.

Results-oriented. Creative. Self-starter. Problem-Solver. Proven and Guaranteed Performance.

Specialties: Experience in strategic planning; leadership development; expertise in proposals/grants submissions and in contract negotiations. MBA in Finance/Business Management, Juris Doctor in Law and LLM (Master of Law) in Intellectual Property.


 Ken Shepard
VP of Young Professionals

Ken has been a resident of Pleasanton for the last 46 years! He’s seen the population grow from 10,000 and from a time when there were no stop lights in town, when kids rode their horses down Main St., and when Safeway closed at 6 PM.

Ken and his family moved three times in Pleasanton ending in the Village at Ironwood.

He chose Pleasanton because it was a great place to live with his wife and two boys and raise the family. Even though the commute to Silicon Valley was a tough one, he felt it was well worth it.

Shepard’s 30 years’ experience in Silicon Valley in the Semi-Conductor Capital Equipment industry honed Ken’s financial expertise as he held high level positions at the Plant, Division and Corporate level. He was responsible for all phases of finance and accounting including SEC reporting, M&A analysis and due diligence, BOD audit committee interface, ERP implementations and revenue recognition establishment.

Ken has a Bachelor of Science Degree in Business Administration, Accounting Option from California State University, East Bay

He founded the C-Six Job Search Group‘s Financial Special Interest Group, was the Moderator of the Calvary Church Finance Search Group, was Chair of the St Raymond’s Finance Committee, held the position of Audit Chair of the Diablo Sail and Power Squadron, past four years was the Coordinator of the Village at Ironwood Bocce League. Served as a youth and adult soccer coach.

Ken is currently Co-Chair of St Raymond’s Job Link assisting the unemployed to find work, volunteer job search services at Shepherd’s Gate and the Federal Correctional Institution Dublin, Activity Director for the Village at Ironwood, Co-Chair of the Accounting Committee of Ohlone College, Coordinator of the Village at Ironwood Bunco Group, implemented Burger Boys the men’s luncheon group at the Village at Ironwood, Program Director for the Sea Ray Boat Club of Northern California, VP of Young Professionals of the East Bay – Northern California Chapter of the Institute of Management Accountants

   Jimmy Zhang
Director of Student Services

 

 

 

 

 

 


Sherry Morse
Sherry Morse
Director at Large

Sherry A. Morse currently is the Chief Financial Officer and Corporate Secretary/Treasurer of BlueSky Marketing Group Inc

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!!