Chapter Board of Directors

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
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
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.

VP Education

 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:

   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)


Director of Social Media


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.

 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!!