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.

Vice President 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.

Vice President of Administration: Arthur Patefield

Vice President of Membership, 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.

Secretary: Elizabeth Koekebacker

Libby is new to the IMA. She currently is a Staff Accountant at the Ritz-Carlton.

Treasurer: Helen Gutshall

Director of Meeting Arrangements: Joe Plati

Joe has been a member of the IMA for 24 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 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 for Past Presidents: Marcia Vinci
Marcia has been a member of the IMA for 35 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.

Co-Director of Communications: 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.

Co-Director of Communications: Michele Kunnas
Michele has been an IMA member for 10 years and is currently a Team Lead at Wells Fargo in their Retirement Services Department.

Regional Council Delegate: Byrd Heaton CMA
Byrd has been a member of the IMA for over 30 years and has served in a variety of volunteer positions at the Chapter, Council, and Global level.

Director-at-Large: David Balcerzak

Student Director: Lizbeth A. Serna

Student Director: Bentley A. Jackson

This is Bentley’s first year serving on the IMA board. He is currently a student assistant with the Johnson & Wales University accounting department. He will graduate from Johnson & Wales University in 2021 with a Bachelors degree in accounting and is a currently CMA candidate.