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)


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Secretary

 

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 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.

Sheela Chandrasekhara
VP Professional Education

Sheela Chandrasekhara has more than ten years of experience in corporate strategy and M&A.  She has a successful track record partnering with the C-suite and executing on organic and inorganic growth initiatives. Sheela currently serves as VP, Strategy & Business Development for Gracenote, a Nielsen Company.   

Education / Certification:
BA, University of Pennsylvania
MBA, Kellogg School of Management
Certified Management Accountant (CMA)

TS%20Image.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 
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!!