IMA Peninsula Chapter Committee Leadership

Academic Relations Committee Chair - Carroll I. Buck, MBA, CMA Carroll I. Buck is currently responsible for the Academic Relations activity at the Peninsula Palo Alto Chapter of IMA. Carroll started his career as a submarine qualified sonar technician aboard the USS Finback SSN670. After leaving the service he continued his education and received an MBA from the University of Maine. He is a Certified Management Accountant. His first business experience was for Maine's second largest electric utility Bangor Hydro Electric Company in various capacities from Assistant Division Manager through the Vice President level. He served as a Board Member of the Electric Council of New England. He was President of his own construction company arranging financing and construction for housing, apartments and condominium projects. During this period he developed a method of equity sharing of ownership interest for individual homeowners. Carroll was a management consultant providing strategic management and cost evaluation and control services. Engagements varied in duration and complexity from a court cost analysis to full representation of a water or electric utility in a rate case before the Public Utilities Commission. Carroll accepted a full time position at the University of Nevada,Reno as an Assistant Professor of Accounting in 1997 and remained there until he accepted a full time Lecturer position in Accounting and Finance at San Jose State in 2001 Professor Buck the Faculty Advisor to the IMA student chapter at SJSU.

Audit Committee Chair - Karl Kneip, MBA, CMA Advisory Committee Member Karl Kneip is currently responsible for the Audit at the Peninsula chapter of IMA. In the past Karl has served as a chapter President(1999 - 2000) and in other officer positions. Karl continues as permanent leader with the chapter in his role as a member of Advisory Committee of the chapter. Karl has over twenty years of experience in bio-tech/pharmaceutical industry accounting and forecasting R&D expenditures. Karl's current career emphasis has been on contract accounting services for small pre-IPO companies. Karl has a BS in Accounting from Menlo College, MBA from Santa Clara University and a CMA.

Certification Committee Chair - Perry Chin, CMA Perry Chin is currently the instructor for the CMA certification program at the Peninsula Palo Alto Chapter of IMA. Perry is Director of Finance and Planning in Global Sales and Services for Sun Microsystems, a global computer hardware, software and IT Services company with annual revenue in excess of $10 billion. His extensive worldwide business and financial operational experience frequently attracts the most challenging assignments involving new business ventures, strategic alliances, valuation analyses, and growth initiatives. During his tenure he has driven a revenue and profitability forecasting process, spearheaded financial contract negotiations with major network computer OEMs and Services providers, and served as Software division controller providing financial direction for R&D, marketing, sales and services, technology licensing and acquisitions. Earlier, Perry had relocated to Singapore and established the company's first wholly-owned subsidiary in South Asia and launched sites in Malaysia, Thailand and India, following upon his success in setting up Sun's operations in Brazil, Mexico, and Venezuela. SHe also was Sun's Manager of Corporate Financial Planning and Analysis. Prior to joining Sun, he held financial management positions at the Hewlett Packard Company, a global technology and services provider. Perry earned his MBA Finance from the University of California, Berkeley, and is a CMA and member of the IMA-PPA chapter.

Controllership Forum Committee Chair - AnaMaria Flores, CMA AnaMaria is currently the Committee Chair for the Controllership Forum program at the Peninsula Palo Alto Chapter of IMA. xxxxxx

Ethics Program Committee Chair - Edwin Tan, Chartered Acccountant Edwin Tan is currently responsible for the Ethics Program at the Peninsula Palo Alto Chapter of IMA. Edwin Tan, is a licensed chartered accountant of England and Wales and has also passed the uniform Certified Public Accountant's exam conducted in California in the year 1986. Edwin has over 30 years of experience in auditing, taxation, and company restructuring experience. Edwin feels fortunate that in the early years of his career to work for a restructuring specialist from PriceWaterhouse partner that later setup his chartered accountancy practice in London. Edwin is the restructuring specialist for RHI for the past 7 years in various capacities including accounting manager through CFO position. Edwin's specialties include restructuring, taxation, setting up new accounting system, and providing training/mentoring to finance staff. Prior to working for RHI Edwin was the CFO/Controller for 'Cosdel Int'l Co Inc', a Foreign Freightforwarders and Customhouse Brokers located in San Francisco for 15 years before that company was acquired by a New York Company.

Excel Program Committee Chair - Open Open

FMN Program Committee Chair - Ken Kobelynski, CPA, MBA Advisory Committee Member Ken is currently responsible for the FMN program at the Peninsula Palo Alto Chapter of IMA. Ken is the chapter's past president and lead the chapter's operating board duing fiscal 2004 - 2005 and also during 2005 - 2006. Ken continues as permanent leader in his role as a member of Advisory Committee of the chpater. Ken brings over twenty years of controller-level experience ranging from $12B global manufacturing to small engineering companies. A Stanford MBA and active CPA, Ken has served as small business corporate controller for two five-year periods, survived the final five years of Solectron's existence as a long-term contractor, and in recent years morphed to a new career passion in External Reporting(with the business card tag, 'I will fill in the GAAPs for you!'). Ken and family have called Cupertino,their home town since 1992.

Marketing and Communications Committee Vice-Chair - Nathan Lim Nathan Lim is currently responsible for the Publicity at the Peninsula chapter of IMA. Nathan will be tasked with gaining exposure for the Palo Alto IMA Chapter via the Web and other means of communication. Nathan has created the LinkedIn group(Institute of Management Accountants Peninsula/Palo Alto Chapter) for members and professionals who are curious about the Palo Alto IMA Chapter. Nathan's career in Recruiting started in 2006 with Volt, staffing a variety of Marketing, Human Resources, Administrative, and Accounting positions.Due to Nathan's recruiting success he was promoted to Business Development Recruiter and was tasked with developing the Accounting Finance division in late 2007. Within the first 12 months Nathan had developed and grown the Accounting Finance business line for Volt by 50% through market penetration and exposure for the Volt Accounting Finance division. Nathan has supported the client efforts for Controller through Clerk Accounting support and continues to develop the division through innovation and market exposure. Some of Nathan's favorite outdoor activities are mountain biking, basketball,football,and rock climbing. Nathan is an avid motorcyclist and automotive enthusiast which feeds his need for speed.

Students Matters Committee Chair - David Hughes, CMA, CFM David Hughes is currently responsible for the Student Matters at the Peninsula chapter of IMA. Dave has worked in corporate accounting for almost 30 years or so starting since April 1980. Dave has been associated with the IMA off and on since 1983. Dave has been associated with Peninsula chapter leadership for approx 7 years and his specific responsibility have been related to liaison of the SJSU student chapter. Dave loves working with the students and the University, as he finds it invigorating to meet with and discuss the futures of these very talented and focused students. Dave's specific advise for the students is -"Write your business plan for "Self" and make it happen!". "Perfection is not attainable. But if we chase perfection, we can catch excellence." Dave likes to paint, oils and watercolors, the stock market and his dog....Codi, last but not least his wife, Lynn who inspires him every day and without her life would be unbearable he says!

Technical Meeting Committee Chair - Jerry Stern,CPA, MBA Jerry is responsible for handling the event day logistics of the monthly technical meetings for the Peninsula Palo Alto Chapter of IMA. Jerry has been associated with the IMA off and on since November 1990, when it was known as the National Association of Accountants. He has been in corporate accounting and finance for over 25 years, and has held hands-on management positions in a wide variety of industries including: financial services, brand marketing, business analytics and construction/structural engineering. Jerry grew up in Southern California's San Fernando Valley, where he started his career with a wholly owned subsidiary of Kaiser Holding Company. He has a BS in Accounting from California State University, Northridge and an MBA in Finance from San Francisco State University. Jerry is a member of California Society of CPAs, and holds an active California CPA license. He resides in San Mateo with his wife (Minee) and 11 year old Pomeranian (Doree).