2016-2017 IMA Charlotte Board Members

  • Donna Goff
    Co-Secretary
    Donna was a member of the Charlotte IMA Chapter for many years fulfilling the positions of Treasurer, Secretary, VP of Administration, President, and Past President Liaison. She is the owner of DLG Accounting LLC, a bookkeeping/accounting services business, serving the Charlotte area for over 10 years.
  • Richard Westbay - President
    President
    Rich has been a member of the IMA for over 20 years. He is the Director of Research at Premier, a healthcare firm. He is a CPA, CMA, CFM and MBA. Rich can be reached at richwestbay@gmail.com.
  • Helen Gutshall
    Treasurer
  • Angela Bauldree
    Co-Secretary
    Angela has been a member of the Charlotte IMA Chapter since 1998. She has served the chapter in the roles 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.
  • Kevin McCarthy
    Director – WebMaster
    Kevin has been a member of the IMA since 2014. Kevin is a CMA and has a M.S. in Accounting from Appalachian State University. Kevin is the Assistant Corporate Controller for Barnhardt Manufacturing Company in Charlotte, NC.
  • Joe Plati
    Director - Meeting Arrangement
    Joe is has been a member of the IMA for 23 years and is a Past President of the Rochester, NY Chapter and has served as in a variety of volunteer roles. Joe can be reached at jplati@carolinaingredients.com
  • Mo Moshtaghi
    Director-Board Meeting Logistics
    Mo has been a member of IMA for 10 years. Mo is reprising his role as VP of Administration after serving the Charlotte Chapter for the 2011,2012 and 2013 years. Mo is currently an Associate Professor of Accounting at the School of Business, College of Management, Johnson & Wales University Charlotte. Mo can be reached at mmoshtaghi@jwu.edu
  • Karen Schmitt
    Director- Communications Team
    Karen has been an IMA member for 25+ years and has served in numerous Board roles. Karen recently retired from 35 years in accounting, finance and HR roles with Fortune 100 companies. Karen can be reached at karenschmitt@carolina.rr.com.
  • Arthur Patefield
    Administration VP
  • Michele Kunnas
    Communication VP
    Michele has been an IMA member for 9 years and is currently a Team Lead at Wells Fargo in their Retirement Services Department. Michele can be reached at mekunnas@aol.com.
  • Paul Gilles
    Prof. Education VP
    Mr. Paul Gilles, CPA, CMA 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. His experience has included the following: • Big 4 (KPMG and PWC)—auditing, tax and financial consulting • Management Consulting (Mercer Consulting)—Principal focused on performance measurement and strategy execution • Corporate—analytics, performance measurement, organizational assessment and effectiveness, strategy clarification/execution and special projects (including M&A) 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.
  • Emelia G. Howell
    Membership VP
    Emelia is new to IMA. She currently is an Accounting Lecturer at the School of Business, College of Management, Johnson and Wales University Charlotte. Emelia can be reached at emelia.howell@jwu.edu
  • Marcia Vinci
    Past President
    Marcia has been a member of IMA for 34 years starting with the Hartford, CT Chapter as Secretary. Marcia has served as the Charlotte Chapter President for the 2012 and 2013 and again in 2015. Marcia is currently an Associate Professor of Accounting at the School of Business, College of Management, Johnson & Wales University Charlotte. Marcia can be reached at vincimarcia@aol.co.uk.
  • Byrd Heaton
    Regional Council Delegate
    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. Byrd is a CMA employed as a Risk Financing Manager at Wells Fargo & Company. Byrd may be reached at byrd.heaton@wellsfargo.com
  • Jim Santaniello
    Regional Council Delegate
    Jim has been a member of IMA for 50 years and has served in a variety of volunteer positions at the Chapter, Council, and Global levels. Jim is a CMA and a CIA and is retired. Jim can be reached at santaniello2486@roadrunner.com.