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)

 Nick Mullen
Secretary

Nick's expertise lies in Financial Management, with over 14 years of experience that includes Finance Manager and Senior Financial Analyst roles. He has a strong background in training, coaching, and mentoring team members, as well as advising CFOs and SVPs.

A broad-based financial management professional with a stellar track record of growth and adaptability, I am a confident leader who can influence the actions of non-direct reports and build effective relationships. I excel in identifying the root causes of issues and exploring multiple options to achieve the best possible resolutions. I have a sharp business acumen and deep financial knowledge, and have been recognized at all levels of organizations for trustworthiness and excellent work ethic.

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.

Pankaj Pandey
Investment Committee

Pankaj is a experienced finance professional with record of success leading finance, accounting, budgeting, forecasting, and financial analysis and reporting across various industries. He has had unique experiences in operations, technology, and HR augments strengths in corporate financial planning, forecasting, analysis, and structure. Talented 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.

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VP Professional Education

TS Image.jpg  Tricia Scalzo
Director of FMN Program

Tricia Scalzo is an Executive Recruiter with BayWorks Recruiting.  She focuses on Nationwide Direct Hire Accounting and Finance recruitment.  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 20 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.

  

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Director of Ethics Program

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Director of Excel Program

   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)

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Director of Social Media






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Chung Bothwell
Director of Community Services
 

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.

 

 Brian Carlson 
VP of Young Professionals / Students

Finance isn’t only about the numbers, it’s about providing decision makers with insights and actionable information that will drive success. Brian is  a self-driven professional who is passionate about helping businesses perform better. The team that Brian leads have provided management with benchmarking data and management reporting that has allowed us to reduce our operating expense ratio significantly over the last four years. Consulting with partners to achieve results is what he love to do. 


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!!