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43rd Annual Meonske Professional Development Conference

Ohio Council Institute of Management Accountants

April 26 - 28, 2017

at

Kent State University


Speaker Bio’s





Ashwinpaul (Tony) c. Sondhi

Founder & President, A.C. Sondhi & Associates, LLC


Ashwinpaul (Tony) c. Sondhi is the Founder and President of Sondhi & Associates, a financial consulting, investment advisory, and executive training firm.  He is currently a member of the Emerging Inssues Task Force (EITF) of the Financial Accounting Standards Board (FASB).  He is also the Chairman of the Corporate Disclosure Policy Council of CFA Institute, and a member of the Investor Advisory Group of the Public Company Accounting Oversight Board (PCAOB) and the US Standards and Advocacy Advisory Council of CFA Institute.  Tony is an advisor to several U.S. And foreign companies and has served as an expert witness on many financial reporting issues.



Gabe Zubizarreta, CPA

CEO & Founding Principal, Silicon Valley Accountants


Gabe Zubizarreta is the CEO and Founding Principal of Silicon Valley Accountants, Central to Gabe’s role at Silicon Valley Accountants is educating both technical (e.g. revenue recognition, COSO), and soft skills (e.g., leadership, effective communication, teamwork and team building).  Gabe designed a Financial Effectiveness Framework which delivers continuous improvement-based results to optimize financial processes by focusing on people, processes and systems.  This Framework is based on a balanced approach of training, leadership, process improvement and system optimization.


He has over 10 years of prior experience at PwC, has previously held various Controller positions, and has led several merger integration projects.  Gabe is focused on delivering exceptional results and is a passionate advocate for process improvement and financial transformation.



Jeffrey L. Bissell, CPA

Chief Financial Officer & Treasurer, NMG Aerospace


Jeff Bissell is CFO and Treasurer of NMG Aerospace, a $120 million company based in Stow, OH.  He has always been on the leading edge of technology.  Jeff’s broad experience has been gained in multiple industries, including 13 years of prior experience at Ernst & Young.


His strength is in developing and implementing financial reporting systems, leading information technology projects for organizations and helping give operating executives the financial information and tools they need to contribute to the overall growth of the organization.









Jeffrey C. Thomson, CMA, CAE

President and CEO, Institute of Management Accountants


Since assuming the position in 2008, Jeff Thomson has led the development of a strategy resulting in IMA becoming one of the fastest growing accounting associations in the world, with nearly a 30% growth in its CMA (Certified Management Accountants) certification program, more than 70,000 members and 358 professional and student chapters worldwide.


An author of numerous trade articles, Jeff has conducted research studies, delivered dozens of presentations, and provided testimony to the U.S. Congress in the areas of risk management, internal controls, and corporate governance.  He served on the COSO Board of Directors from 2007 to December 2012, during a period when COSO experienced growth in influential though leader pieces and launched the internal controls refresh initiative.



Timothy F. Gearty, CPA, CGMA, MBA, JD

Partner, Gearty & McIntyre, LLP


Tim Gearty founded Gearty & McIntyre LLP in 1981 and it has developed a reputation as a specialist in business advisory services, litigation support and forensic accounting.  Tim is a nationally recognized expert and speaker on a variety of accounting, tax, audit and business topics.  Many Forture 500 companies as well as many national associations regularly feature Tim as their keynote speaker.


Among the more noteworthy positions that Tim holds, he is the National Director and Editor-in-Chief for the world’s largest CPA training program, the Becker CPA Review Course Professional Program.  In addition to his editorial leadership, Tim is also their National Lead Instructor, whose taped lectures are seen in over 325 locations throughout the world.



Dr. Norman R. Meonske

Professor Emeritus, Kent State University


Dr. Norman Meonske has conducted many continuing professional education presentations for State CPA societies, corporations, CPA firms, IMA meetings,a nd other professional organizations.  He is the recipient of IMA’s Lifetime Achievement Award.  He is also the 2004 recipient of IMA’s prestigious R. Lee Brummert Award (IMA national professor of the year) and the IMA Ohio Regional Council’s distinguished service award.


Dr. Norman Meonske was recognized in 2011 as the Outstanding Educator of the Year by the Ohio Society of CPAs/The Ohio Region of the American Accounting Association.  His prior public accounting experience was with Arthur Andersen & Co.  He is an online instructor for the Becker CPA review course.  He has published extensively in numerous academic and practitioner’s journals.  He has instructed many CMA review courses and ethics classes.



Donald C. Brown

CFO & Executive Vice President for Finance and Administration, FedEx Freight


Donald Brown began his career with Ernst & Young’s audit practice in 1977.  He joined Roadway Services in 1990 as Assistant to the Vice President and Controller and later served as Vice President of Human Resources for Caliber Systems.  Donald joined FedEx Corp. in 1998 as staff Vice President - Controller.  He held various financial management positions at FedEx Corporate Services and FedEx Logistics before joining FedEx Freight in 2001 as Senior Vice President and CFO.


Donald was a former instructor for the Becker CPA Review Course.  He is a member of the Board of Directors for Davey Tree Expert Company.  He serves as an advisory Board member of the Kent State University College of Business Administration Advisory Council.  He is also a member of the Board of Advisors for Miller Transfer & Rigging and a past member of the Board of Directors and Treasurer for the Memphis Development Foundation.



Jean Rogers, PhD, PE

CEO & Ex-Officio Member, Sustainability Accounting Standards Board


Dr. Jean Rogers is the CEO and Founder of the Sustainability Accounting Standards Board (SASB).  Since 2010, SASB developed from an idea formulated in collaboration with the Harvard University Initiative for Responsible Investment at the Kennedy School of Government into a globally-respected, ANSI-accredited, independent standards-setting organization.  She draws upon her 20 years’ experience in sustainability and management consulting across a wide range of industries.






  


Joseph M. Gingo

Chairman and Board of Directors, A. Schulman, Inc.


Joseph Gingo was the Chief Executive Officer and President of A. Schulman, Inc. from January 1, 2008 through December 31, 2014.  He was named Chairman of the Board February 26, 2008 and remains in this capacity.


Previously, Joseph was employed at the Goodyear Tire & Rubber Company for more than 40 years.  He served as Executive Vice President, Quality Systems and Chief Technical Officer.  In this role he was responsible for Goodyear’s Research, Tire Technology, and Engineering and Quality organizations.

                               

Leslie F. Seidman

Executive Director, Center for Excellence in Financial Reporting, Lubin School of Business at Pace University


Leslie Seidman is the Executive Director at the Center for Excellence in Financial Reporting at Pace University’s Lubin School of Business.  Leslie is also a Director of Moody’s Corporation, where she is Chairman of the Audit Committee and a member of the Governance & Compensation committees.  She is also a Public Governor of the Financial Industry Regulatory Authority (FINRA), where she is Chairman of the Audit Committee and a member of the Regulatory Policy and Governance Committees.  She is a former Chairman and Board member of the Financial Accounting Standards Board (FASB).


Leslie authored the first three editions of Financial Instruments: A Comprehensive Guide to Accounting and Reporting (Currently in its 14th Edition from CCH).



Wesley R. Bricker

Chief Accountant, The United Stated Securities and Exchange Commission


Wesley Bricker has served as Deputy Chief Accountant for the accounting group since 2015 and as the Chief Accountant since November 2016.  As Chief Accountant, Wesley serves as the principal advisor to the Commission on accounting and auditing matters and leads the Commission’s Office of the Chief Accountant.  He is also responsible for assisting the Commission with discharging its oversight of the Financial Accounting Standards Board and the Public Company Accounting Oversight Board.


He joined the SEC in 2015 from PricewaterhouseCoopers LLP, here he was a partner responsible for audit engagements.



James L. Kroeker

Vice Chairman, Financial Accounting Standards Board


James Kroeker was appointed a Member and Vice Chairman of the Financial Accounting Standards Board (FASB) on September 1, 2013.  In the latter role, he assists the FASB Chairman in representing the Board to external stakeholders and in conducting its internal operations, in addition to serving as a voting member of the Board.


James joined the FASB from Deloitte, where he served as the Deputy Managing Partner for Professional Practice.  Prior to joining Deloitte in January 2013, he served as the Chief Accountant of the Securities and Exchange Commission from January 2008 until 2012 where he was responsible for the resolution of a wide-range of globally significant accounting and auditing issues.



Jeanette M. Franzel

Board Member, Public Company Accounting Oversight Board


Jeanette Franzel was appointed by the Securities and Exchange Commission as a member of the Public Company Accounting Oversight Board (PCAOB) in February 2012.  Prior to joining the Board, she served for almost 23 years at the Government Accountability Office, spending a decade in the Senior Executive Service.  She ended her tenure at the GAO as a Managing Director overseeing all aspects of the organization’s financial audit oversight of the U.S. Federal government.


Jeanette oversaw the periodic updating and issuing of GAO’s Government Auditing Standards (“The Yelllow Book”), which is used throughout the world.  She also provided extensive policy and technical support to the international Organization of Supreme Audit Institutions, which develops auditing standards for national government audit offices around the world.



Robert Uhl

Partner & National Director of Accounting Standards and Communications, Deloitte & Touche LLP


Bob Uhl is a partner at Deloitte & Touche LLP and National Director of Accounting Standards.  He is also the U.S. Leader on Deloitte’s Global IFRS Leadership Team.  His responsibilities include formulating and communicating policies on accounting matters under both US and international accounting standards.


Bob is currently a member of the Financial Accounting Standards Board’s Emerging Issues Task Force and the International Accounting Standards Board’s IFRS Interpretations Committee.  He also has been active in standard setting including participation in FASB, AICPA and IASB working groups and other standard setting forums.



Robert B. Hirth, Jr.

Chair, COSO


Bob Hirth serves as COSO Chair and was unanimously elected by the Board of its sponsoring organization in June 2013.  His experience includes all of COSO’s mission disciplines; Enterprise Risk Management, Internal Control and Fraud Deterrence.  He has worked on assignments and made presentations in over 20 countries, serving more than 50 organizations and working closely with more than 50 organizations and working closely with board members, C-level executives, finance and accounting personnel as well as public accounting firm partners and employees.


In 2013 Bob was inducted into The American Hall of Distinguished Audit Practitioners.  In 2014 and 2015, he served as the Chairman of the IIA’s IPPF re-look task force.



Bismarck Myrick

Director of the Office of Equal Employment Opportunity and Diversity, U.S. Patent and Trademark Office


Bismarck Myrick became the Director of the Office of Equal Employment Opportunity and Diversity (formerly: the Office of Civil Rights) at the Patent and Trademark Office (USPTO) in July 2008.  From 2003 to 2008, Bismark served as the Deputy Director of that Office.  Prior to joining the USPTO, he worked as an appellate review attorney in the Office of Federal Operations at the U.S. Equal Employment Opportunity Commission (EEOC) from 1999 to 2003.  Prior to working at the EECO, Bismark worked as a trial attorney for the Baltimore City Department of Social Services.



Sandra B. Richtermeyer, PhD, CMA, CPA

Dean, Manning School of Business at UMass Lowell


Dr. Sandra Richtermeyer is the Dean at the Umass Lowell’s Manning School of Business.  Dr. Richtermeyer previously served in many other academic roles, including Associate Dean, Chair of the Department of Accountancy and Professor of Accountancy at Xavier University’s  Williams College of Business.  She represents the Institute of Management Accountants on the COSO Board and served as the IMA Global Chair from 2010-2011.


Dr. Richtermeyer has authored many articles in academic and practitioner publications and has over 20 year’s experience serving on Boards and advisory committees.



Billy O’Quinn

Director, Global Diversity & Inclusion, The Goodyear Tire and Rubber Co.


Billy O’Quinn is the Director of Global Diversity & Inclusion at The Goodyear Tire & Rubber Company, with over 27 years’ experience.  A respected leader in the manufacturing industry, Billy led numerous corporate and manufacturing teams within Goodyear North America.  He is a servant leader in the community and corporate American mentoring young diverse leaders and yourth.  His Motto is Simple: “Say What You Do and Do What You Say”.  Because, all you have in this world is your name and you must protect your brand.


Outside of his career, he has always been very active with his family and involved within the church in the places he has lived.  In the church, he has taken on leadership roles as a Youth Minister and a Deacon.









WEDNESDAY SPEAKERS

THURSDAY SPEAKERS

FRIDAY SPEAKERS