Chapter Board

 

 

President: Richard Westbay CPA, CMA, CFM, MBA
Rich has been a member of the IMA for over 20 years. He is the Director of Research at Premier, a healthcare firm.

Co-Secretary: Angela Bauldree
Angela has been a member of the Charlotte IMA chapter since 1998. She has served as President (2006-2007), VP of Communications, Secretary, and Treasurer. Professionally Angela is an Accountant at AccessOne, a company offering compassionate financing for medical expenses.

Co-Secretary: Donna Goff
Donna has been a member of the Charlotte IMA chapter for many years. She has served as President, Past President Liaison, VP of Administration, Secretary, and Treasurer. She is the owner of DLG Accounting LLC, a bookkeeping and accounting services business serving the Charlotte area for over 10 years.

Treasurer: Helen Gutshall

Webmaster: Kevin McCarthy CMA, CSCA
Kevin has been a member of the IMA since 2014. He has an M.S. in Accounting from Appalachian State University. He is currently the Assistant Corporate Controller at Barnhardt Manufacturing Company in Charlotte, NC.

VP of Professional Education: Paul Gilles CPA, CMA
Paul has 30 years of executive leadership and senior consulting experience in Big 4, management consulting, and most recently as an SVP at a Fortune 125 company. In 2016, he became a full-time lecturer in the UNC Charlotte Accounting Department and was part-time before that. He has instructed a finance and accounting for non-accounting and finance professionals program for 15 years, as part of a professional certification program. He has published over 30 articles on various organizational effectiveness topics.

VP of Administration: Arthur Patefield

VP of Communications: Michele Kunnas
Michele has been an IMA member for 9 years and is currently a Team Lead at Wells Fargo in their Retirement Services Department.

VP of Membership: Emelia Howell
Emelia is new to the IMA. She is currently an Accounting Lecturer at the School of Business, College of Management, Johnson & Wales University Charlotte.

Director of Meeting Arrangements: Joe Plati
Joe has been a member of the IMA for 23 years and is a Past President of the Rochester, NY chapter. He has served the IMA in a variety of volunteer roles.

Director of Board Meeting Logistics: Mo Moshtaghi
Mo has been a member of IMA for 10 years. Mo is currently an Associate Professor of Accounting at the School of Business, College of Management, Johnson & Wales University Charlotte.

Director of the Communications Team: Karen Schmitt
Karen has been an IMA member for over 25 years and has served in numerous Board roles including as President. Karen recently retired from 35 years in accounting, finance, and HR roles with Fortune 100 companies.

Regional Council Delegate: Byrd Heaton CMA
Byrd has been a member of the IMA for 27 years and has served in a variety of volunteer positions at the Chapter, Council, and Global level. He is a Risk Financing Manager at Wells Fargo & Company.

Regional Council Delegate: Jim Santaniello CMA, CIA
Jim has been a member of the IMA for 50 years and has served in a variety of volunteer positions at the Chapter, Council, and Global level. Jim is retired from the accounting profession.

Past President: Marcia Vinci
Marcia has been a member of the IMA for 34 years starting with the Hartford, CT chapter as Secretary. Marcia served as the Charlotte Chapter President in 2012, 2013, and 2015. Marcia is currently an Associate Professor of Accounting at the School of Business, College of Management, Johnson & Wales University Charlotte.