Aligning
PROGRAM & ROSTER
2015 – 2016
Institute of Management Accountants
Louisville, Kentucky Chapter
Chartered July 19, 1928
Over 75,000 members strong, the Institute of Management Accountants (IMA) is a leading force in today’s
accounting industry. With membership in 120 countries and 300 professional and student chapters
worldwide, the IMA provides networking and guidance on today’s accounting and ethical practices. The
Louisville Chapter was chartered on July 19, 1928 as the 32 nd chapter.
The IMA is a non-profit organization founded in 1919 and led by its members. When initially founded, the
organization was named the National Association of Cost Accountants (NACA). In 1957, we became the
National Association of Accountants (NAA), which merged with the Certified Management Accountants
Institute in 1991 to become the Institute of Management Accountants (IMA). Through all of these transitions
the IMA has evolved into the leading network of accounting, financial, and information management
executives.
We offer our members career support and professional development through education programs,
numerous information resources, certification, and the ability to exchange ideas and experience with fellow
professionals.
IMA - LOUISVILLE CHAPTER:
IMA - NATIONAL HEADQUARTERS:
Direct all correspondence to:
Jennifer Kline, Secretary
Direct all additions or corrections to the roster to
National Headquarters:
Institute of Management Accountants
10 Paragon Drive
Montvale, New Jersey 07645-1718
1-800-638-4427
www.imanet.org
502-245-1340
E-mail: jenniferkline@bellsouth.net
Web site: www.louisville.imanet.org
TABLE OF CONTENTS
President’s Message
6
IMA Vision Statement, Statement of Mission and Services
8
Timeline of IMA
10
Institute of Certified Management Accountants (ICMA) Information
11
Gleim IMA Chapter Discount Program
13
Louisville Chapter Officers & Directors
14
Chapter Activities and Community Service
15
Chapter Events
16
Chapter Competition
17
Louisville Chapter Past Presidents
18
Lincoln Trail Regional Council
19
Stuart Cameron McLeod Society
21
Scholarship Endowment Fund
23
Louisville Scholarship Application
25
Campus Program Coordinators
26
Member of the Year
27
Emeritus Life Associates, Emeritus Life Members
28
Responsibilities and Privileges of IMA Membership
29
Roster Members (Alphabetical Order)
30
PRESIDENT’S MESSAGE
Dennis Harding
2015-2016 President
Fellow IMA Members,
I think I should start by giving a special thanks to our 2014-2015 president Tim Wallen and the rest of the
board that made the year a success. We had a good year in 2014-2015, but it has not been without
challenges. Membership has slowed, meeting attendance is down and volunteers for the board have
become a challenge to find. Some of this was addressed at the 2nd annual conference that we had in
April. Questions were presented to those in attendance to get feedback on what they wanted this
chapter to be. From these results we have decided to focus the 2015-2016 year on fewer but larger
events. We may still add in some smaller events as the planning continues, but our primary events will
consist of 2 half day events and 1 full day event. I will provide more detail on these shortly. Often the
first thought when there are problems, is what are we doing wrong? Well, to answer that question
honestly, the answer is nothing. Society has changed, the business world has changed and we need to
change. We haven’t done things wrong we just need to find a different way to fit into today’s business
world. We need fresh ideas to jump start us back into an operation of growth much like the economy as
a whole needs. The following will discuss some of our plans for the upcoming year but I don’t want this
to be an end list! If someone has an idea that they think would be valuable for the membership, bring it
up to myself or one of the board members.
Our first event will be a half day seminar that will be held on September 25th from 8-12:15. This will
provide 4 hours of CPE and will be held at a location on the east side of town-(to be determined). We
will have 4 speakers for this event and will provide more information on them and the topics as we get
closer to the event.
The Lincoln Trail Regional Council will be hosting a Mr. Excel event on October 16th. This will be done in
conjunction with the quarterly regional council meeting that will be held on October 17th. We
encourage anyone who is interested in learning more about IMA global or the Regional level to attend
these events. This is a great opportunity to hear what is going on at the levels above the chapter and
presents many opportunities for us at the local level. Please talk to a board member if you have interest
in attending or go to the Lincoln Trail website for more details.
October will be a busy month for us in that we will also be holding another student night. Last year’s
event had some challenges at Bellarmine so we are currently discussing a couple other options of either
going back to IUS which we have had tremendous success in the past or possibly exploring having the
event at Sullivan. Sullivan has expressed an interest in being more involved with the IMA and is
considering the possibility of a student chapter. Much of this is in the early phases of discussions but we
hope to have a decision on a location for the Student night by the end of July. We are also looking into
the possibility of doing a joint activity with the Kentucky Society as well. If anyone has any insight that
will be beneficial for this event or any others that we are working on please feel free to make
suggestions.
In January we will be hosting a 4 hour tax update event. We have done this for many years and have
had success with this event. The plans are to have from 2-4 speakers to discuss pertinent tax topics
relating to the upcoming year. Ideally we plan to have at least one on a federal level and one from the
state level. As most of our membership is in Kentucky the state level will focus on Kentucky.
For our final event we will have our 3rd annual full day seminar on April 22nd at Shelby Campus. From the
feedback at last year’s event, everyone seemed to like this location so we will continue for another year
there. We will be looking for speakers and topics for this event, so if anyone has a topic or knows of
someone for this event please let myself or one of the board members know. These events are put on
for our membership and the best way for us to provide a good event for you is to let us know what you
want to learn about, know more about or find pertinent for the profession.
We are also looking into possibly doing a couple of plant tours and maybe a networking event as well.
We will also continue with the tradition of having joint events with PMAL, APICS, QM, KPMI and IIA as
we have done in the past. We will provide more information on these events as the summer progresses.
I look forward to working with the new board in the current year and hope to have the opportunity to
meet many more of the membership at our events. The best way to make this a successful chapter is
for members to get involved and speak. Please feel free to contact me anytime to discuss these
opportunities.
Dennis E. Harding Jr.
2015-2016 President
IMA’s mission is to provide a forum for research, practice development, education, knowledge sharing, and
the advocacy of the highest ethical and best business practices in management accounting and finance.
We do this by:
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Offering a rigorous, highly respected credential—the CMA—that recognizes and
rewards expertise
Building a peer network of professional relationships to share industry experience,
access career opportunities, and make business contacts to last a lifetime
Providing extensive education programs to advance professional knowledge, increase
leadership potential, and satisfy CPE requirements
Giving a voice to the profession with insightful and timely journals and newsletters
Promoting leading-edge research and industry best practices
Advocating for the profession in a challenging regulatory environment
IMA currently represents more than 75,000 accountants and financial professionals in business. The
participation of each of our members makes the success of our mission possible. Our vision is to be the
leading resource for developing, certifying, connecting, and supporting the world’s best accountants and
financial professionals in business.
About the Profession
The vast majority of accountants and financial professionals—80%, in fact—work inside businesses and
organizations. Their work is essential to financial management, organizational development, and the
achievement of strategic goals. While external auditing is a very visible part of the accounting profession,
sound internal finance and accounting operations are essential for the proper functioning of any
organization. The roles and responsibilities of internal accountants and financial professionals include:
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Managing functions that are critical to business performance
Supporting organizational management and strategic development
Providing accurate and insightful information for better decisions
Ensuring that organizations operate with integrity and proper governance
Planning for the long-term and helping to ensure sustainability
Safeguarding the interests of the organization and its key stakeholders
IMA provides advocacy and support for the professionals who perform these vital functions within
businesses.
Ethical Practices
IMA's commitment to ethical professional practice includes overarching principles that express our values
and standards that guide our conduct.
These principles are described in the IMA Statement of Ethical Professional Practice, which sets forth
standards:
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Competence
Confidentiality
Integrity
Credibility
Resolution of Ethical Conflict
IMA members are required to act in accordance with these principles and to encourage others within their
organizations to adhere to them.
Conferences
The IMA is proud to host several conferences. Below are the details on the upcoming Annual, Student,
and Global Conferences. Please visit the links below for further details.
96th Annual Conference & Exposition
June 18, 2016
Las Vegas, NV
http://www.imaconference.org/
15th Annual Student Leadership Conference
November 12-14, 2015
Disney’s Coronado Springs Resort
Lake Buena Vista, FL
http://www.imastudentconference.org/
IMA’s Global Conference is held at different locations throughout the world. In addition, local events are
regularly scheduled through our local offices and international chapters. These events offer educational
sessions on diverse accounting and finance topics and a variety of networking opportunities. Please check
the website below for updates.
http://www.imanet.org/programs_events.aspx
Timeline of the IMA
For more than 90 years, IMA has been a champion of—and resource for—the financial management and
accounting profession. The organization was founded in Buffalo, N.Y., in 1919 as the National Association
of Cost Accountants (NACA) to promote knowledge and professionalism among cost accountants and
foster a wider understanding of the role of cost accounting in management. Our name was later changed
to the National Association of Accountants (NAA). In 1991, the organization name was again changed to
the Institute of Management Accountants (IMA), signifying our broader role as the association for
accountants and financial professionals working inside organizations, and now we are known by the
shorthand—IMA.
1919 Founding of the National Association of Cost Accountants (NACA) in Buffalo, N.Y., an early
incarnation of the IMA
1920 First chapter of NACA formed in Chicago
First NACA Annual Conference is held in Atlantic City
1925 NACA Bulletin is introduced
1935 Library established at NACA national office
1943 First international chapter chartered
1945 Research committee established
1949 NACA Bulletin becomes monthly publication
1957 NACA becomes National Association of Accountants (NAA)
1959 Student Publication Services inaugurated
1969 Management Accounting Practices Committee is established
1972 Certified Management Accountant (CMA®) program created
The first Statement on Management Accounting (SMA), Concepts for Contract Costing, is issued
1983 Standards of Ethical Conduct of Management Accountants, the first code of ethics for
management accountants in the U.S., is issued
1989 Financial Executive of the Year Award (FEYA) program established
1991 National Association of Accountants becomes the Institute of Management Accountants (IMA)
1992 IMA becomes a founding member of the Committee of Sponsoring Organizations of the Treadway
Commission (COSO), a private-sector organization dedicated to improving the quality of financial
reporting
1994 IMA celebrates its 75th anniversary and publishes Proud of the Past – 75 Years of Achievement
IMA Foundation for Applied Research (FAR) is formed for the advancement of management
accounting
1996 IMA establishes the Certified Financial Manager (CFM®) program
1997 CMA and CFM tests are computerized
1999 IMA relaunches and renames its flagship magazine, Strategic Finance, which also becomes
available online
Management Accounting Quarterly debuts, Fall 1999
2000 First IMA Student Conference held in Colorado Springs, Colo.
2006 First IMA Global Conference held in Dubai, UAE
2009 LinkUp IMA, our exclusive online professional community, is launched
2011 CMA Exam translated in Chinese
About the CMA: Measuring What Matters
Achieving the CMA credential demonstrates your mastery of financial planning, analysis, control, decision
support, and professional ethics.
These skills are critical to the success of finance teams working within organizations—this focus
distinguishes the CMA from other certifications and degrees.
Curriculum:
The CMA exam is designed to measure the advanced skills required to be an effective member of finance
and accounting teams within organizations and to create value in today’s complex and challenging business
environment. The exam is structured as follows:
PART I – Financial Planning, Performance and Control
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Planning, budgeting, and forecasting
Performance management
Cost management
Internal controls
External Financial Reporting Decisions
PART II – Financial Decision Making
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Financial statement analysis
Corporate finance
Decision analysis and risk management
Investment decisions
Professional ethics
Exam Format:
The CMA consists of two exam parts:
PART I: Financial Planning, Performance and Control
(4 hours – 100 multiple choice questions and two 30-minute essay questions)
PART II: Financial Decision Making
(4 hours – 100 multiple choice questions and two 30-minute essay questions)
The exam parts can be taken in any order. Candidates must register to take one exam part within the first
12 months of entering the program and must complete the program within three years.
Test Locations:
The CMA exams are computer-based and are administered in hundreds of testing facilities worldwide. With
three testing windows each year, you can sit for an exam part at a time and place convenient to you. Plus,
the CMA program lets you proceed at your own pace. You can earn a CMA in just six months or over three
years.
Busy professionals will find the CMA to be time-efficient and cost-effective.
Exams are conducted by Prometric, a worldwide network of testing centers, and are available in accordance
with local customs. There are many locations throughout the U.S. and internationally. To locate a Testing
Center and to schedule exam appointments, visit http://www.prometric.com/ICMA.
The exams are offered in the following windows:
1. January and February
2. May and June
3. September and October
Program Requirements:
To participate in the CMA program, candidates must be members of IMA. To earn the CMA designation,
candidates must pass both exam parts and fulfill the following education and experience requirements:
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Bachelor’s degree from an accredited college or university. Please reference the
Education Qualification Section of the CMA Handbook.
Two continuous years of professional experience in management accounting or
financial management. Please reference the Experience Qualification section of the
CMA Handbook.
Please visit the IMA website at www.imanet.org/cma_certification.aspx for further details.
Louisville Chapter Information
IMA Louisville Chapter Board of Directors
Board Position
Name
Email
Telephone
President
Dennis Harding
d_harding1969@yahoo.com
(502) 417-9940
Administration and Finance
VP of Administration /
President Elect
OPEN
Director Meetings
Jean Isaacs
jisaacs@bhsi.com
(502) 222-3648
Secretary
Jennifer Kline
(502) 245-1340
Treasurer
Keith Schneider
jenniferrkline@bellsouth.net
jennifer.kline@redcross.org
ktschneider@ups.com
Historian
OPEN
(502) 329-6285
Communications and Community Relations
Director of Newsletter
/ Community
Relations
Director of Program /
Roster
Jennifer Taylor
jennifer_lynn_taylor@yahoo.com
(502) 758-2062
Kristina Merrill
Kmerrill0280@gmail.com
(502) 821-9978
Webmaster
Jennifer Taylor &
Darrel
Tim Wallen
jennifer_lynn_taylor@yahoo.com
darrel_taylor2000@yahoo.com
Timwallen@fitmoneycpa.com
(502) 758-2062
Director of Event
Planning
(502) 930-2316
(502) 454-2755
Membership Development
VP of Membership
Development
Kevin Adams
KAdams@ksfb.ky.gov
(502) 367-5243
Professional Education
Director of
Professional
Education
Kevin Adams
KAdams@ksfb.ky.gov
(502) 367-5243
At-Large
Director At-Large
Trace Chesser
trace@scoutsolutionsgroup.com
(502) 417-1058
CHAPTER ACTIVITIES
In addition to technical meetings, opportunities will be provided members to participate in civic, social, and
educational affairs affecting the Chapter. Every member is urged to support these activities.
ACCOUNTING CAREERS – We expect our members to continue to endeavor to interest high school
students in preparing for a career in accounting. The plans are to provide brochures to the schools on this
subject and to meet with the school’s counselors.
COOPERATION WITH COLLEGES – Contacts have been made with Bellarmine University, University of
Louisville, Jefferson Community College, Spalding University, Sullivan University and Indiana UniversitySoutheast and many other campuses. Accounting students are encouraged to attend technical meetings
and to participate in accounting clubs. The Chapter works to provide students with internships in local
companies, and presents awards to the top graduating accounting student in each school. For more
information, please refer to the Campus Program Coordinators page listed later in the roster.
PLANT VISIT & SOCIAL – Arrangements are made for members to be invited to visit local companies to
broaden their knowledge of accounting methods.
COMMUNITY SERVICE
The Louisville Chapter of the IMA is dedicated to serving its members and the community. Over the past
years, IMA members have served our community through projects sponsored by the Louisville Chapter.
During the current chapter year, our goal is to continue sponsoring community service projects that enrich
both our community and our members.
Relay for Life
Each year the members of IMA help with the American Cancer Society Relay for Life as money counters.
The Relay is in May and IMA volunteers count and verify the monies collected by Relay Teams.
VITA
Volunteer Income Tax Assistance
Each year during tax season, IMA volunteers work with The Asset Building Coalition in the IRS’s volunteer
program to provide income tax assistance to low income clients in our community. We also work with the
Indiana University Southeast MBA student volunteers in the VITA program. This volunteer activity requires
taking and passing an IRA VITA test. For more information on the VITA program, go to the IRS web site
http://www.irs.gov and search for VITA.
If you have special interest and a desire to help, please contact Director of Community Relations, Jennifer
Taylor, at Jennifer_lynn_taylor@yahoo.com .
CHAPTER MEETINGS
Technical meetings normally occur from September through May. Please see the list below for a
preliminary listing of meetings throughout the upcoming year. Meetings for the year include dinner
meetings, breakfast meetings, and half- and full-day seminars. Any changes in meeting locations and
additional seminars will be announced via the IMA Kentucky Chapter Newsletter and the Chapter web
site, www.louisville.imanet.org. Non-members are also welcome at any event. Meeting notices with
additional details will be sent prior to each meeting.
For reservations, please go to http://www.louisville.imanet.org/Events.html for a link to RSVP.
In order to gain additional networking opportunities, the Louisville Chapter is conducting joint meetings
when possible with other professional organizations in the accounting, finance, and technology fields.
2015 – 2016 Event Schedule
Date
9/25/15
Seminar
Half Day Seminar
10/16/15
Mr. Excel
10/20/15
Student Night
1/15/16
Half Day Seminar
Topic / Speaker
Six Sigma, Evolving Role
of Mgmt. Acct.
Intermediate & Advanced
Excel
Round Table Discussions
for Future Accountants
Tax Updates
4/22/16
3rd Annual
Conference
Full Day, various
speakers
Location
Ajilon Office (near
Oxmoor)
UofL Shelby Campus
Sullivan University
Indiana Wesleyan
University
UofL Shelby Campus
THE CHAPTER COMPETITION / RECOGNITION PROGRAM
When the IMA established chapters, it assumed an obligation to assist them in meeting their responsibilities to their
members. At first, assistance was accomplished through memoranda and correspondence. A system was developed
early for periodic payments to chapter treasuries based on their membership.
To guide more clearly the concept of chapter operation, however, an annual competition among chapters was begun
in 1924, at the suggestion of Charles R. Stevenson who donated a trophy to be awarded to the winner. The following
year, a system of payments to chapters was incorporated. Since then, various other trophies and awards have been
introduced to provide additional recognition for high performance and excellence of operations.
The competition is directed toward stimulating chapters to promote IMA's objectives and provide a broad spectrum of
activities and services to members. Planning of each year's chapter activities by officers and directors in the late spring
and early summer is thus encouraged. The Chapter Competition, therefore:
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Establishes standards of good performance though constant appraisal of chapter programs and activities.
Measures actual performance against these standards by awarding credit for activities reported by each chapter.
Monthly standings are published which effectively rate every chapter's success in meeting these standards.
Provides incentives such as trophies, banners, and awards for excellence in planning, performance and reporting
of chapter activities
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The competition is credited with having fostered a remarkable esprit de corps and kinship between the
chapters and individual members. It has long been considered a sound and basic influence on the continued
growth and advancement of the IMA.
CHAPTER COMPETITION
In 1924-35, in addition to payments to chapters based on their membership, annual competitions began which awarded
points for each planned activity, such as programs, attendance, manuscripts and membership growth. The planning
of each year’s program by chapter officers and directors is essential. Chapters receive monetary awards based on
points earned, which is an incentive directed toward stimulating and promoting IMA’s objectives, and provide a broad
spectrum of activities and services to members.
Charles R. Stevenson, 1927-28 National President, conceived the competition and donated the first trophy, which bears
his name. Between 1927 and 1974, ten additional trophies and awards were authorized. Competition is conducted in
two divisions—the original and, since 1965, the Warner Division for chapters with less than 125 members. Louisville
has always competed in the Stevenson Division.
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Stevenson Trophy — 1st Place: Awarded to the chapter with the highest point total.
Remington Rand Trophy — 2nd Place: Awarded to the runner-up chapter.
SCMS Trophy – 3rd place: Awarded to 2nd runner up chapter.
Carter Trophy — Awarded to the chapter showing the greatest improvement in standing for the current
year compared to its average for the preceding three years.
Banners — Awarded to the 25 highest chapters in point totals.
TROPHIES WON BY LOUISVILLE:
1952-53
Carter Trophy
1956-57
Carter Trophy
BANNERS WON BY LOUISVILLE:
1930-31
3rd
1936-37
7th
1988-89
20th
2000-01
4th
1931-32
3rd
1952-53
8th
1993-94
8th
2001-02
22nd
1932-33
6th
1956-57
8th
1994-95
13th
2004-05
18th
1933-34
9th
1969-70
9th
1995-96
6th
1934-35
10th
1973-74
4th
1997-98
20th
1935-36
8th
1974-75
15th
1998-99
19th
Louisville Chapter Past Presidents
1928-29
*
1929-30
*
1930-32
*
1932-33
*
1933-34
*
1934-35
*
1935-36
*
1936-37
*
1937-38
*
1938-39
*
1939-40
*
George W. Shields
Richard C.F. Hanson
John J. McKenna
J. Bernard Brown (1)
Harrell H. Neel (1)
Frank J. Pfeiffer
Ernest F. Overstreet
Otto O. Funk
1957-58
*
1958-59
*
1959
1959-60
*
1960-61
*
1961-62
*
1962-63
*
1963-64
*
J. Pryor Wise
1986-87
*
Jean Barnett
Herbert L. Smith (1)
1987-88
Thomas Adams
Herbert W. Bell
1988-89
Betty Bandy
Curtis J. French (1)
1989-90
Alan Attaway
Frank Judd (1)
1990-91
Douglas K. Yoder
Norbert J. Fante (1)
1991-92
Paul L. Berrier (1) (2)
C.W. Quisenberry (1)
1992-93
Steven D. Kerrick
Henry L. Grant
1993-94
*
Becky Bennett
Joseph T. Dugan
1964-65
James W. Meeker
1994-95
W. Robert Smith (1)
(2)
David F. Cocks
1965-66
Gilbert C. Schaber
1995-96
Clarence Jennette
Roy Martin
1966-67
*
Gerald A. Bryan (1)
1996-97
Larry J. Mehler (1)
1939-42
*
1940-41
*
1941-42
*
1942-43
*
1943-44
*
1944-45
*
1945-46
*
1946-47
*
1947-48
*
1948-49
*
1949-50
*
1950-51
*
1951-52
*
1952-53
*
1953
*
1953-54
*
1954-55
*
Harrell H. Neel (2)
1967-68
*
Charles J. Meyer, Jr.
1997-98
Douglas S. Arbuckle
A.J. “Jake” Kieffer
1968-69
F. Donald Carrico
1998-99 *
Margaret A.
McCullough
George F. Atkinson
1969-70
Martin L. Amlung, Jr. (1)
1999-00
Marjorie Dufek
1970-71
E. Bartow Willingham,
Jr.
2000-01
R. Kevin Adams
Warren Blackburn
2001-02
Linda G. Wyatt (1)
Philip E. Sontz
2002-03
G. Richard French (1)
Carl E. Weigel
2003-04
Mary Ann Fletcher
Carl R. Remington (1)
2004-05
Michael T. Lockard (1)
Lawrence B. Edlin (1)
2005-06
Mike Deal (1)
Dan Winesett
2006-07
Betty Brown
Glenn Rhoades
2007-08
Jean Isaacs
Arthur J. Gunderson
George M. Lauer
G. Stuart Bruder
Albert G. Gorman
Andrew L. Zaepfel
Ralph E. Quick (1)
Edward G. Sommer
Thomas M. Pope
1971-72
*
1972-73
*
1973-74
1974-75
*
1975-76
*
1976-77
*
1977-78
*
Ben R. Shaver
1978-79
Morris D. Freeman
2008-09
Jean Isaacs (1)
Clough C. Venable
1979-80
Josephine W.
Sutherland
2009-10*
Jennifer Dalton
Vincent E. Noltemeyer
(1)
1980-81
William Talley
2010-11
Ben Sapp
J.W. “Jack” Kercher, Jr.
1981-82
Jack Borntraeger
2011-12
Jennifer Taylor
Maurice W. Silvey
1982-83
Ray Strothman
2012-13
Jennifer Kline
Maurice Luker
1983-84
Pat Blackeman Heckel
2013-14
Lisa Book
1955-56*
Harry E. Willette
1984-85
Richard J. Wagner (1)
2014-15
Tim Wallen
1956-57
*
John E. Corder
1985-86
John F. Barron
*
Deceased
(1) National or Regional Director
(2) National Vice President
LINCOLN TRAIL REGIONAL COUNCIL
www.lincolntrail.imanet.org
Officially chartered on July 1, 1975, membership in the Council is currently composed of 8 chapters from
throughout Indiana Kentucky and Tennessee. It is one of 23 such councils across the nation formed to
offer additional services for chapters. Its purposes are as follows:
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To promote and facilitate cooperation and communication between its member chapters and members,
and to provide a means through which their resources may be pooled to assist the chapters in achieving
their purpose.
To further the purposes and objectives of the Institute of Management Accountants, its chapters and
members residing or employed within the geographical boundaries of this council.
To conduct, sponsor or participate in such activities as deemed necessary or desirable to accomplish
the foregoing purposes.
To assist the orderly establishment of new chapters in the area.
To offer quality educational programs with the understanding that a realistic attempt be made to have
the programs self-supporting.
Three delegates represent each chapter on a yearly basis. In addition, all current or past national
officers/directors and current or past presidents of member chapters may be ex-officio non-voting delegates
of the council. Also, any member of a member chapter who is currently serving as a council officer shall
hold voting delegate status as an additional delegate from his/her chapter. Three at-large members and
three student members may be granted council voting delegate status.
The council delegates meet quarterly, and sponsor various activities during the year for the benefit of all chapter
members. Some of these activities include:
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Professional Development Seminar
Chapter Leadership Training
Centralized pooling of audio/visual resources and speakers
Promote student involvement at the chapter level
COUNCIL OFFICERS:
Office
Positions
Name
E-mail
Chapter
President
Lisa Book
lmbook@ius.edu
Louisville
Vice-President
Paula Wilcox
pwilcox@arh.org
Bluegrass
Treasurer
Susan Maddox
smaddux@countrymusichalloffame.org
Nashville
Secretary
Eric Mauer
eric.mauer@cummins.com
South Central
Regional
Director
Martha Alle
Evansville
2014-2015 MEETINGS
Saturday July 18, 2015 – (Northern Kentucky Chapter)
Saturday October 17, 2015 – (Louisville Chapter)
Saturday January 23, 2016 – (Columbus Indiana Chapter)
Saturday April 23, 2016 – (Nashville Chapter)
Membership in the STUART CAMERON McLEOD SOCIETY (SCMS) consists of current and past national
and regional officers and directors of IMA. The purpose of the SCMS is to promote and perpetuate
friendships and to offer leadership and guidance in the development, growth, and expansion of IMA.
The following is the Proposed Constitution and By-Law Change pertaining to SCMS membership that was
voted on by the SCMS Board in Chicago. The change is the addition of Regional Council Officers and
Committee Chairs.
"Effective September 1, 2003 all current and past, elected and appointed, National Officers, voting members
of the Board of Directors, Regional Council Presidents, Regional Council Officers, Regional Council
Committee Chairmen, Regional Directors, and National Committee members of the Institute of Management
Accountants, who are members of the Institute, shall be eligible for membership in the Stuart Cameron
McLeod Society. The spouse of any deceased member of the Society shall be eligible for associate
membership."
The SCMS was formed in 1934 as the Spot Club. In 1957, the name was changed in recognition of Stuart
Cameron McLeod, one of the founders of the Spot Club and Executive Secretary of NAA from 1919 until
his death in 1944.
The Trophy awarded to the third place chapter in the Stevenson Division competition is sponsored by the
SCMS. The Society also sponsors the “S. Alden Pendleton Award for Excellence in the Community Service
Program of the IMA.” In addition, the Society provides judges for the selection of the recipients of the Stuart
Cameron and Margaret McLeod Scholarships.
SCMS is also known as the “Society for Continuing Membership Services.” There are over 1,000
regular and Emeritus Life members in the Society.
Please visit http://scms.imanet.org/ for more details.
UPCOMING EVENTS
October 25-27, 2015
Mid-Year Conference, Colorado Springs, CO
MEMBERS
The following Louisville Chapter members are active members of the Stuart Cameron McLeod Society:
Martin J. Amlung, Jr.
Paul L. Berrier *
George R. French
Robert M. O’Donel
Doris J. Shaw **
W. Robert Smith ***
Dr. Manny Tipgos
* Chair: Education Committee, 2007-2008; Membership & Recognition Committee, 2004-2006; Past
Governor, 2000-2004
** Board of Governors, 2009-2011
*** Board of Governors, 2012 - 2013
LOUISVILLE CHAPTER SCHOLARSHIP ENDOWMENT FUND
In September 2000, the Louisville Chapter established a scholarship endowment fund to recognize juniors,
seniors, and graduate students majoring in Accounting or Finance at local universities or colleges. The
Louisville Chapter has provided $500 scholarship awards to the following recipients:
Terri L. Barger
Emma C. Gailey and Tia C. Dodson
Tammy G. Finch
Craig D. Thomas
Emily B. Baldock
Samantha A. Krall
Andrea Hardison
Patricia A. Watson and Thu-Huong Tran
Vanessa DeCruz
Cody D. Hamm
2004-2005 Program Year
2005-2006 Program Year
2006-2007 Program Year
2007-2008 Program Year
2008-2009 Program Year
2009-2010 Program Year
2010-2011 Program Year
2012-2013 Program Year
2013-2014 Program Year
2014-2015 Program Year
Our Chapter membership has raised over $7,000 to date to benefit our student members. Our goal is to
create a base amount of $7,000 by December 31, 2015. If you know a potential foundation willing to donate
to our scholarship fund please inform Kevin Adams at kadams@ksfb.ky.gov or at 502-894-0196.
Please show your support for our youth and future IMA members in reaching their academic goals by
making a contribution. Also, don’t forget to ask your employer about matching donations. If you would like
to contribute to the Scholarship Fund, please mail your tax-deductible check payable to the Pax World Fund
to:
Robert Kevin Adams
PO Box 37130
Louisville KY 40233-7130
A special thank you to previous donors who have made our Scholarship Fund a success.
The Louisville Chapter is very excited to provide another $500 Scholarship Award this program year.
Applications will be accepted from BelIarmine University; Indiana University Southeast; University of
Louisville; Sullivan University; Spalding University; McKendree College; Webster University; Indiana
Wesleyan University or any accredited college or university.
The Louisville Chapter Scholarship Committee welcomes student involvement in this outstanding
educational opportunity. All qualifying students are strongly encouraged to compete for this Scholarship
opportunity.
Louisville CHAPTER #032
Institute of Management Accountants
Scholarship Application
Instructions to the Applicant:
The Louisville Chapter of the Institute of Management Accountants is offering a financial scholarship to
the qualifying student. The scholarship may be applied to the 2016-2017 school year beginning with
summer 2016 and ending with spring 2017. Applicants may be enrolled in graduate, undergraduate or
certificate programs.
To qualify a student must:
1. Carry a minimum of 6 credit hours in Accounting or Finance courses for the semester or quarter
to which the funds are to be applied for full-time Students. Part-time Students will be required to
carry a minimum of 3 credit hours for semester or quarter for which funds are to be applied. The
University must be within the geographical boundaries of the Louisville Chapter.
2. Intend to pursue a career as an accounting or financial professional after graduation.
3. Have a declared major or emphasis in Accounting or Finance.
4. Have an academic grade point average of 3.0 or higher on a 4.0 maximum scale, including
transfer credits.
5. Provide an essay (approx. 400 words) applying an academic topic of interest to your job. If not
employed then discuss how you expect to apply a specific accounting/finance topic.
6. Have attained junior standing. Purpose to ensure Candidate commitment to Accounting or
Finance career.
7. Commit to attend presentation at May IMA Meeting.
Selection will be based on the following elements:
1. Academic merit.
2. Strength of essay linking educational topic to career objective.
3. Demonstrated community leadership through extracurricular activities such as Clubs/Memberships
(Civic or Academic including official offices and positions); Community Service;
Awards/Accomplishments; etc.
4. Presentation and quality of application and essay.
To apply:

Complete the application information on the reverse side of this page and include:
 A current transcript
 A written description of your extracurricular activities and employment history
 An essay linking an academic topic of interest to your career or anticipated career.
Mail the application with attachments to:
or email to:
c/o IMA/Scholarship Selection Committee
Subject: IMA $500 Scholarship
R. Kevin Adams
kadams@ksfb.ky.gov
Kentucky Exposition Center
(502) 367-5243
P. O. Box 37130
Louisville, KY. 40233
Applications must be postmarked by March 15, 2016 and received by March 20, 2016. The qualifying
recipient and a school representative will be invited to attend as honored guests at our May 21st Chapter
Meeting to receive scholarship award. Thank you for participating in the (2015-2016) Scholarship
Program.
Louisville CHAPTER #032
Institute of Management Accountants
Scholarship Application 2015-2016
Please type or print
Personal Information
Name:
Present Address:
City:
Area Code & Phone: (
State:
Zip:
State:
Zip:
)
Permanent (Home) Address:
City:
Area Code & Phone: (
)
Educational Information
College/University:
Major GPA: ___
Declared Major:
Cumulative GPA:
Anticipated Date of Graduation:
School & Community Activities
Attach Resume or a separate sheet listing significant extracurricular activities and the extent you are involved with
them. Include hours of participation and any official offices or positions. Also include job experience,
certifications, community service, awards, etc.
Career Objectives
On an attached sheet, write an essay of 400 words or less, discussing how you have applied an accounting or finance
topic in your job. If you have not had any relevant work experience, discuss what led you to select a career in
accounting or finance. Please be sure to discuss your career objectives or goals.
Attach Transcript (Official or Unofficial)
I certify this information is true, complete and accurate to the best of my knowledge. I authorize release of the
information to confirm and/or verify this application.
Applicant Signature:
Date:
IMA MANAGEMENT ACCOUNTING CAMPUS PROGRAM COORDINATORS
The Committee on Academic Relations is one of the IMA standing committees. This committee has both
academics and practitioners as members. At the committee’s invitation, many colleges and universities
have appointed professors to serve as IMA management accounting coordinators on campus.
The overall objective of the management accounting coordinator program is to facilitate and increase
interaction of faculty and students with management accountants and financial managers. The coordinator
program is intended to provide management accounting information to faculty and students through regular
receipt, distribution, and publicity of IMA materials and services for campus use.
We are honored to have the following Campus Coordinators for the Louisville Chapter:
Indiana University Southeast
Dr. Rick French /
Lisa Book
School of Business
4201 Grant Line Road
New Albany, IN 47150
(812) 941-2429
gfrench@IUS.edu
lmbook@ius.edu
Spalding University
Frances Ford
Jefferson Community College (KCTCS)
Dr. Pam Besser
851 South 4th Street
Louisville, KY 40203
(502) 585-9911 x2305
FFord@Spalding.edu
109 East Broadway
Louisville, KY 40202
pam.besser@kctcs.edu
University of Louisville
Dr. Benjamin P. Foster
School of Accountancy
College of Bus./Pub. Admin
Louisville, KY 40205
(502) 852-4826
Ben.Foster@Louisville.edu
Bellarmine University
Alan Deck
2001 Newburg Road
Louisville, KY 40205
(502) 452-8246
adeck@bellarmine.edu
IVY Tech
Larry Hartog
8204 Highway 31 W
Sellersburg, IN 47172
lhartog@ivytech.edu
McKendree University
Sullivan University
Lori Vowels
3101 Bardstown Road
Louisville, KY 40205
(502) 413-8663
lvowels@sulliven.edu
Webster University
Dr. Brian Daly
1031 Zorn Avenue, Ste 200
Louisville, KY 40207
(502) 896-1835
Louisville@Webster.edu
Michael Wade
11850 Commonwealth Drive
Louisville, KY 40299
Karen :(502) 266-6696
Michael : (502) 767-7937
KLGerstner@McKendree.edu
mfwade@mckendree.edu
DeVry University
M. Cameron
10172 Linn Station Road
Louisville, KY 40223
(502) 326-2872
MCameron@devry.edu
Member of the Year 2014-2015
Kristina Merrill, CPA, CMA is honored as the Louisville Chapter’s IMA Member of the Year. Kristina is
currently Chief Financial Officer at Sky Racing World, a subsidiary of Tabcorp Holdings Limited Australia’s leading wagering, racing media and Keno operator and one of the world’s largest publicly
listed gambling companies. Kristina has occupied roles as Controller and CFO for more than 15 years,
having attained her first Controllership at the age of 26 and her first CFO role at the age of 29. Her
inclination to treat the accounting department like a profit center set her on a career path in which she has
had the opportunity to help many organizations with turn-arounds, M&A, positioning and growth
strategies. Some of the industries Kristina has successfully navigated include commercial/industrial
construction; steel fabrication/erecting; property management; equine veterinary diagnostics/wellness,
pharmaceutical compounding and retail; movie theater operations; P&C insurance; wagering and
simulcasting. Additionally, Kristina enjoys making time for short-term consulting projects, volunteering
with the IMA and running marathons.
Previous Members of the Year
1964-65
1965-66
1966-67
1967-68
1968-69
1969-70
1970-71
1971-72
1972-73
1973-74
1974-75
1975-76
1976-77
1977-78
1978-79
1979-80
1980-81
James W. Meeker
F. Fonald Carrico
Windell Drury
Charles J. Meyer, Jr.
F. Donald Carrico
Martin J. Amlung, Jr.
Josephine W. Douglas
Carl E. Weigel
Josephine W. Douglas
Thomas C. Smith
Carl R. Remington
Larry L. Hart
Thomas A. Dieruf
Martin J. Amlung, III
Tim Redmer
Josephine W. Douglas
Tom Adams
1981-82
1982-83
1983-84
1984-85
1985-86
1986-87
1987-88
1988-89
1989-90
1990-91
1991-92
1992-93
1993-94
1994-95
1995-96
1996-97
John F. Baron
Norbert J. Fante, Sr.
Norbert J. Fante, Sr.
Norbert J. Fante, Sr.
Norbert J. Fante, Sr.
James A. Diemer
Norbert J. Fante, Sr.
Betty S. Bandy
Norbert J. Fante, Sr.
Paul L. Berrier
Paul L. Berrier
Norbert J. Fante, Sr.
W. Robert Smith
W. Robert Smith
R. Kevin Adams
W. Robert Smith
R. Kevin Adams
1997-98
1998-99
1999-00
2000-01
2001-02
2002-03
2003-04
2004-05
2005-06
2006-07
2007-08
2008-09
2009-10
2010-11
2011-12
2012-13
2013-14
Mary Ann Fletcher
Charles L. Yale
Charles L. Yale
Pual L. Berrier
Paul L. Berrier
Michael T. Lockard
Faye Dykstra
Mike Deal
Betty Brown
Jean Isaacs
Ben Sapp
Jennifer Dalton
Jean Isaacs
Lisa Book
Tim Wallen
Chuck Marking
Keith Schneider
EMERITUS LIFE ASSOCIATES
Originally awarded “Gold Card” Status by the Institute, symbolic of the esteem held by the Chapter
and National office for certain retiring members of long standing.
ELA - Awarded 1955 through 1993; retiring members with 20 years of membership, or 10 years
with at least five as an elected officer or director; relieved from payment of annual dues, eligible
to continue in the Institute’s group insurance program, but not eligible to vote or hold office.
Beginning in 1993-94, ELA's do not receive Strategic Finance. After 1994, new retirees are no
longer eligible for ELA status.
ELA:
We honor the following members as our Emeriti:
Martin J. Amlung
William R. Ater
Herbert W. Bell
Joseph M. Byers
F. Donald Carrico
Josephine W. Douglas
Morris D. Freeman
Donald W. Grant
P.R. Griffith, II
W.R. Hindman
A.L. Hunter
C.R. Jones
Frank T. Nelson, II
W.G. Roecker
G.C. Schaber
Jack L. Shekell
William C. Talley
Paul Warren
E.B. Willingham, Jr.
EMERITUS LIFE MEMBERS
ELM - Awarded beginning 1993-94. Retiring members who reach age 55 with 20 years
continuous membership with at least five as an elected National, Regional or Chapter officer or
director. ELM's pay 25% of regular dues, receive all benefits and are eligible to vote and hold
office.
ELA’s may convert to ELM status if they so qualify.
ELM:
We honor the following members as our Emeriti:
James Adams
Paul L. Berrier
Clarence E. Jennette, Jr
W. Robert Smith
Richard Wagner
Carl E. Weigel
RESPONSIBILITIES & PRIVILEGES OF IMA MEMBERSHIP
ATTEND EVERY FUNCTION possible; with an open mind for education and fellowship.
GET ACQUAINTED with your fellow members, exchange ideas and discuss mutual interests.
TAKE AN ACTIVE PART in the programs by studying the topics and entering into the discussion.
OFFER CONSTRUCTIVE SUGGESTIONS to make Chapter meetings more attractive and beneficial to the
membership.
USE YOUR IMA PUBLICATIONS such as Strategic Finance. These are excellent sources of technical
information. The Derby City Post will keep you aware of Chapter plans and activities.
LEARN THE ORGANIZATIONAL structure of IMA. It will heighten your interest and prepare you for
administrative service.
SHARE IMA with others. Offer the opportunity of membership to every person who wants to progress in
his/her profession.
KNOW THAT ADDITIONAL REVENUE IS GAINED by the Chapter based entirely upon the points earned
in the Stevenson Trophy Competition. Monetary-valued points and payments are made monthly to the
Chapter from the national headquarters. The most important source of points is member attendance. IMA
needs YOU!
Don’t forget these sources for IMA upcoming activities and news:




Kentucky Chapter Newsletter, Louisville Chapter IMA
National Web Site: www.imanet.org
Local Web Site: www.louisville.imanet.org
Local IMA Officers and Board Members
Institute of Management Accountants - Louisville Chapter
Membership Roster (Alphabetically)
LABEL_NAME
Mr. Robert Kevin
Adams, CMA, CFM,
CPA
Title
Director/Manager
James T. Adams
Other
Ms Kara J Alcorn
Mr Martin J.
Amlung, CPA
Ms Mary A.
Anderson, CMA
Lindsey Anderson
Analyst
Company
Email
Kentucky State Fair
Board
kadams@ksfb.ky.gov
Controller
Advanced Solutions Inc
kalcorn@advsolinc.com
Consultant
National Government
Services, Inc.
mary.ann.anderson@anthem.com
lindseyreedanderson@gmail.com
William R. Ater
Alan N. Attaway
Mrs. Angela Autry,
CMA
Miss Kristin Grace
Ayres, CMA
Academic
University of Louisville
a.attaway@louisville.edu
Ms Tanya L Barnett
Mr. Douglas K.
Barney, CMA, CFM,
CPA
Ms Kathleen M.
Barrens, CMA, CPA
Mr John F. Barron,
CPA
Ms Emily M. Bates,
CMA, CPA
Mrs. Teresa M
Belden
Accountant
Werner Company Louisville Division
tanyay40@yahoo.com
Academic
Indiana University
Southeast
dbarney@ius.edu
Accountant
angela.autry@ymail.com
Analyst
kristin.ayres@gmail.com
Controller
Director/Manager
barrensk@bellsouth.net
Sazerac Co Inc
jbarron@sazerac.com
Director/Manager
Kbandemb@aol.com
Controller
aunttreesee@yahoo.com
Mr. Herbert W Bell
Mrs Emily Bello,
CMA
Mrs Pamela S.
Benzel
Analyst
bello.ea@gmail.com
Analyst
UPS
pbenzel@ups.com
Mr. Paul L. Berrier
Consultant
berrier826@twc.com
Mr. Narendra Bhat
Mrs Patricia H. Birk,
CMA, CPA
Mr. Mark D. Bissell,
CMA, CPA
Mrs Donna S. Bohn,
CMA, CPA
Consultant
Berrier Consulting
PricewaterhouseCoopers
India (PWC India)
narendra.bhat@gmail.com
Director/Manager
p.birk@twc.com
Analyst
mbissell15@twc.com
Other
gedobr@bellsouth.net
Ms Lisa M. Book,
CMA, CFM
Amy Borgert
Mr. Michael J.
Brangers
Mr Dennis L.
Branson, CMA
Ms Barbara J.
Brittain, CMA, CFM
Mr Michael T.
Brodfuehrer, CMA
Mr. David M.
Brown, CMA, CPA
Mr. Douglas E.
Brown, CMA, CPA
Mr. Anthony J
Burkett
Mr Andrew S. Buse,
CMA, CFM, CPA
Academic
Indiana University
Southeast
lmbook@ius.edu
Other
WARE
amy.borgert@wareinc.com
Student
Analyst
mbrang@att.net
Alpha Leasing
dennis@alphaleasing.com
Other
barbara.brittain.murray@gmail.com
Director/Manager
mike.brodfuehrer@mcmcpa.com
mbrown907907@gmail.com
Accountant
brown.doug2845@yahoo.com
Student
anthony.burkett@selu.edu
Vice President
Andrew S Buse CPA PLLC
andrew@busecpa.com
Accountant
The University of
Louisville
cmcall04@louisville.edu
Joseph M. Byers
Carolyn M. Callahan
Ms. Savannah
Michelle Camp,
CITP
Mr Rick D.
Campbell, CMA
F. Donald Carrico
Mr. Kenneth
William Carver
Mr. Trace Chesser,
PMP
Mr. Tanaka
Chimbwanda
Ms. Katherine L
Clark
Ms. Mary Ryan
Claycomb, CMA
Miss Cynthia
Connor
Dr Richard E.
Coppage, CMA,
CFM
Ms Christy Craig
Corum, CFA
Mr L. Brent Cotton,
CMA, CPA
Student
Controller
savannahmcamp90@gmail.com
SOUTHERN WINE &
SPIRITS OF KY
Other
kwcarver@ius.edu
Executive Officer
Other
rdcampbell@insightbb.com
Trace@scoutsolutionsgroup.com
Petty Officer Tanaka
Chimbwanda
Student
tanakacharles@yahoo.com
katherine.l.clark@outlook.com
Accountant
Shoe Sensation
mclaycomb@shoesensation.com
Student
Bellarmine University
mconnor02@bellarmine.edu
Academic
Univ of Louisville
richard.coppage@louisville.edu
Director/Manager
Greater Louisville Inc.
ccorum@greaterlouisville.com
Director/Manager
Louisville Corp Services
brent_cotton@bat.com
Idemitsu Lubricants
America Co
Ms Heather Couch
Neil Michael
Crawford, CMA
Mrs. Sherry Anne
Crim, CMA
Mr James G. Cripe,
CMA
Mr Fred M Cuzick,
CPA
Mr. James A.
Daniel, CMA, CPA
Mr. Stewart
Christopher Darling,
CIA
Director/Manager
Jennifer L. Davis
Mr John E.
Dickinson, CMA,
CPA
Controller
John R. Dietrich
Director/Manager
Mrs. Cristie M. Doll
Craig W. Domeck,
CMA, CPA
Josephine W.
Douglas
Mrs Susan P. Drake,
CMA
Other
Controller
susan_drake@b-f.com
Cherie M Drew
Mrs Patricia A. Ellis,
CMA, CPA
Mr David W.
English, CMA, CPA
Mr Gregory P.
Erskine, CMA
Mrs. Michele B
Esselman, CMA
Mrs. Andrea
Fackler, CPA
Other
cmdrew47172@gmail.com
Accountant
andrea.mullins03@gmail.com
Mr. Mason L. Farley
Controller
mfarley2006@yahoo.com
Theresa M. Feller
Professor Benjamin
P. Foster, CMA, CPA
Mrs. Lindsay Fouts,
CPA
Mr. Ronnie D.
Frazier Jr
Corporate Officer
Lincoln Foundation
tfeller@lincolnfdn.org
Academic
University of Louisville
ben.foster@louisville.edu
Student
hcouch@ilacorp.com
nmciq2@gmail.com
Accountant
Aliance Entertainment
scrim@alianceent.com
Director/Manager
National Tobacco Co LLC
j.cripe@insightbb.com
Analyst
Chief Financial
Officer
fred.cuzick@lge-ku.com
Controller
stewart.darling@gmail.com
jamesdanielCPA@aol.com
Dixie Real Properties
Analyst
Consultant
jenniferd@dixierealproperties.com
jdickin141@aol.com
CLASSIC SECURITY DOOR
INC
jrdietrich@aol.com
marcie.doll@twc.com
Humana Inc
cdomeck@humana.com
Pjellis@bellsouth.net
Controller
deng1205@att.net
Analyst
LG and E and KU Engery
LLC
Vice President
UFPC
Director/Manager
greg.erskine@insightbb.com
lindsay.fouts@aclines.com
HCA National Patient
Account Services
ronnie.frazier@parallon.net
Mr. Morris D
Freeman
Elizabeth L Freibert
Dr. George R.
French
Other
Clifford J. Fritsch
Mrs. Annie Gervois
Nickols, CMA
Other
Academic
Controller
beth.freibert@LGE-KU.COM
Indiana University
Southeast
gfrench@ius.edu
cj.fritsch@me.com
Bel USA Inc
Donald W. Grant
Mrs Donna R.
Grant, CMA, CFM
Mr Kyle D. Greene,
CMA
Analyst
John A. Greenman
Academic
sun2sports@gmail.com
Accountant
sharon.groves0209@att.net
Mr. P R. Griffith II
Ms. Sharon Kay
Groves, CMA, CPA
Mrs Jean L. Hall,
CMA, CFM
Mr Jeffrey S.
Hamilton, CMA,
CPA
Mr. Dennis E.
Harding Jr, CPA
Ms Beth Harper
Nicholas A.
Harshfield, CMA,
CFM
Mr. Robert H.
Hausladen III, CMA
Mrs Linda K. Hayes,
CMA
Donovan R. Hayslip,
CMA, CPA, CGMA
Mr Mark O. Hein,
CMA
Mr. Ronald J. Hess,
CMA, CPA, CGMA
Controller
donna2g@yahoo.com
Smith Creek, Inc.
kgreene@smithcreek.com
Supervisor
Humana
jeanneLhall@twc.com
Accountant
Walden School
jeffh110@insightbb.com
Accountant
dhcam99@yahoo.com
Accountant
Nimlok Kentucky / Sign
Crafters
beth@nimlok-kentucky.com
Vice President
Christian Care
Communities
nickharshfield@twc.com
Supervisor
bob.hausladen@gmail.com
Analyst
linda.hayes52@gmail.com
Director/Manager
Brown Forman Corp
dmhayslip@hotmail.com
Accountant
mark.hein@idxlouisville.com
Controller
ron@thetechnologyagency.com
Ms Sheila T. HillMajors
Accountant
Passport Health Plan
sheila.hillmajors@passporthealthplan.com
Mr. W. R. Hindman
Mr Larry G. Hobbs,
CMA, CFM
Controller
WHIP MIX INC
lhobbs@whipmix.com
Ms. Zuzana Hronik
John J. Hunter,
CMA, CPA, CFP, CFA
Student
Executive Officer
zuhronik@ius.edu
Churchill Financial, LLC
johnjhunterjr@gmail.com
Mr. A. L. Hunter
Mrs Jean L. Isaacs,
CMA
Accountant
Clarence E. Jennette
Supervisor
Mr. Ratneshwar Jha
Mr. Kevin L. Johns,
CMA
Ms. Sheila A.
Johnston, CMA, CPA
Director/Manager
ratneshwarca@gmail.com
Executive Officer
kandkjohns@bellsouth.net
jisaacs@bhsi.com
A C M TILE CO
djcejjr@juno.com
sheila.johnston@louisville.edu
C R. Jones
Miss Nisa Jones
Analyst
nljone06@louisville.edu
Mr. Paul Jurkiewicz
Mr Gwin A. Kahl,
CMA
Dr Julia N. Karcher,
CMA
Analyst
Pmjurk1982@hotmail.com
Ms Nellie J. Kellem
Mr Jack O. Kelley,
CMA
Mr Daniel W. Kelly,
CMA
Mr Michael C. Kline,
CMA, CFM, CPA
Mrs Jennifer R.
Kline, CMA
David C. Knopf
Ms. Kathy Ann
Knuckles
Kaly D. Kramer,
CMA
Mr. Terrence L.
Kuhn, CMA
Mr Timothy G.
Lambert, CMA
Mr. Anthony W.
Lenhart, CMA, CFM
Ms Barbara G.
Lewis, CMA
Mrs Lora L.
Limeberry, CMA,
CFM, CPA
Ms Kathleen M.
Line, CMA
Mr Kevin E. Lippe,
CMA
Supervisor
Humana Inc.
gkahl45@yahoo.com
Academic
julia.karcher@louisville.edu
Accountant
University of Louisville
Kindred Healthcare
Operating Inc
Corporate Officer
Lantech.com LLC
jackk@lantech.com
Administrative
dbkelly1978@frontier.com
Analyst
American Commercial
Barge Line
theklinefamily@bellsouth.net
Other
American Red Cross
jenniferrkline@bellsouth.net
Accountant
JB SPEED ART MUSEUM
Analyst
kkwings@hotmail.com
Controller
W7 Global, LLC
kkramer@w7global.com
Accountant
Kosair Charities Inc
tkuhn@kosair.org
Vice President
Molina Healthcare Inc
kytllou@att.net
Director/Manager
A&R Logistics Inc.
tonylen@yahoo.com
Accountant
Humana Inc
Bartai@aol.com
Accountant
kathline27@hotmail.com
Accountant
kevinlippe@att.net
Mr Charles E.
Marking, CMA
Mr. Scott G
Masters, CMA
Rachel Elizabeth
Mattingly
Mr Kenneth J.
Mcgee, CMA
Mr. Robert F
McGonnell Jr, CMA,
CFM, CPA
Ms Mary V.
McKinley, CMA,
CPA
Mrs. Aileen Rose
Meadows
Mr Larry J. Mehler,
CPA
Ms. Kristina L.
Merrill, CMA, CPA
Ms Angela M.
Middaugh, CMA
Mrs Robin K.
Milburn, CMA, CPA
Mrs Elizabeth D.
Milby, CMA, CPA
Mr Michael J.
Miller, CMA, CFM
Mr Steven K. Miller,
CMA, CPA
Mr. Edwin J. Miller,
CMA
Mrs Karen L.
Minogue, CMA, CPA
Mr Matthew L.
Monteiro, CMA,
CFM
Mrs. Kristina L.
Moore
Mrs. Julie A Morris,
CMA
Mr. Jay H. Morrison
Carolyn A. Mountz
Mr William L.
Nelson, CMA
Mr. Frank T. Nelson,
CMA, CPA
William A.
Nestmann
Controller
Erdmann Corp
cmarking@erdmanncorp.com
Controller
General Mills
scott.masters@genmills.com
Analyst
rmattingly071109@gmail.com
Vice President
IDX Corp Louisville
kmcgee@idxlouisville.com
Analyst
Louisville Gas and
Electric
Robert.McGonnell@lge-ku.com
Amerisourcebergen
aileen.meadows@absg.com
Director/Manager
Analyst
Executive Officer
larry.mehler@gmail.com
Controller
kmerrill0280@gmail.com
Director/Manager
angie8270@twc.com
Analyst
Robin Milburn
Controller
robin@m2eng.com
dru@millertransportation.com
Academic
Sullivan University
michael.miller99@insightbb.com
Controller
Essroc Cement
steve.miller@essroc.com
Analyst
United Parcel Service
cxr3szr@ups.com
Director/Manager
Kindred Healthcare Inc
krnmino@gmail.com
Director/Manager
United Parcel Service
mmonteiro@ups.com
Student
moorekrl@ius.edu
Controller
julie.morris3999@yahoo.com
Consultant
Administrative
jhmfin@aol.com
Louisville Regional
Airport Authority
Vice President
Carolyn.Mountz@flylouisville.com
Bill.Nelson@twc.com
fnelson@1400Willow.com
Controller
Metal Sales
Manufacturing Corp
dewferfarms@aol.com
Mrs Laura M. Neutz
Holmes, CMA
Mrs. Kelly C.
Norman, CMA
Mr. Robert M.
O'Donel Jr, CPA
Mr Steven R.
Ostling, CMA, CPA
Mr Paul W. Pape,
CMA, CPA
Accountant
P Is For Possible, LLC
lauraneutzholmes@gmail.com
Director/Manager
kellynor@bellsouth.net
Executive Officer
rodonel@bellsouth.net
Director/Manager
BROWN FORMAN CORP
steve_ostling@b-f.com
Corporate Officer
ppape281f@aol.com
Ms. Elaine Paris
Mr James Phillips,
CMA
Mrs. Brittany L
Pierce
Mr Robert A. Poe,
CMA
Mr Jerry R. Pressel,
CMA
Student
elsparis@umail.iu.edu
Accountant
jim.phillips@ups.com
Analyst
Brittanyleona@yahoo.com
Corporate Officer
rpoeukfan@yahoo.com
Kristina Proch
Mr Bruce W. Raque,
CMA, CPA
Mr. James T. Ray III,
CMA, CPA, CGMA
Ms. Breanne R
Remmert
Mr. Peter N.
Riefstahl
Accountant
tinaproch@yahoo.com
Director/Manager
Chief Financial
Officer
bruceraque@gmail.com
W G. Roecker
Miss Vicki L.
Romanko, CMA
Kenneth R. Roush
Mrs Michelle A.
Russ, CMA
Mr Steven M.
Russell, CMA
Mr. William J.
Russell, CMA, CPA
Mr. Victor H.
Salazar
Mrs. Brandi W.
Sanders, CMA, CPA
Ms Stephanie M.
Sands
Mrs. Mahalakshmi
Santhanam, CMA
Dr. Audrey N.
Scarlata
G C. Schaber
Corporate Officer
Accountant
Gosiger
bray3@twc.com
Elsevier Inc
Student
Director/Manager
presselj@gosiger.com
breanne.remmert@gmail.com
priefsta@ius.edu
LG&E and KU Energy LLC
vicki.romanko@lge-ku.com
Tri Arrows Aluminum
mruss4@yahoo.com
Consultant
Director/Manager
Accountant
steve.russell@twc.com
Director/Manager
Humana Inc
wrussell@humana.com
Controller
Sacred Heart Schools Inc
vhisar@aol.com
Analyst
brandi.sanders@ddwcolor.com
Accountant
stephanie.sands2890@hotmail.com
Analyst
dilacs@bellsouth.net
Academic
University of Louisville
anscar01@louisville.edu
Mr. Michael J
Schafer, CMA
Mr Keith T.
Schneider, CMA
Mr. C. J. Scott
Mrs. Kelly N.
Segvich
Mr David L.
Shadburne, CMA,
CPA
Mr Jeffrey A.
Shadowen, CMA,
CPA
Ms Doris J. Shaw,
CMA
Jack L. Shekell
Mr. Makoto Shiga,
CMA, CISA
Mr. Yoshiaki
Shinoda, CMA, CPA
Mr Larry W.
Simpson, CMA
Mr. Kumar Singh,
CPIM, PMP
Richard E. Sinnock
Jr
Ms. Lana G.
Slaughter, CMA
Mr William R Smith
Mr Mark E. Smith,
CMA, CPA
Mrs Debra L. Smith,
CMA
Mrs. Sonya Lee
Smith
Dr. L. Murphy
Smith, CPA
Mrs. Susan A
Soliday
Mr. Gary L.
Southard
Mrs. Cynthia L
Springer
Michael J. Spurlock,
CMA, CPA
Dr William D. Stout,
CPA
Mr. Raymond G
Strothman, CPA
Analyst
Progress Rail Services
mschafer@progressrail.com
UNITED PARCEL SERVICE
ktschneider@ups.com
Student
ksegvich42206@gmail.com
Executive Officer
Winchester Federal Bank
Executive Officer
SHADOWEN ASSOCIATES
INC
Analyst
Morgan Foods Inc
Director/Manager
Other
Chief Financial
Officer
Toyota Tsusho
Corporation
Welders Supply Co of
Louisville
Director/Manager
Other
dshadburne@winchesterfederal.com
doris.shaw@morganfoods.com
mako5555@yahoo.com
yoshiaki_shinoda@toyotatsusho.com
lsimpson@welderssupplylou.com
singhkum@umich.edu
Charah Inc.
richsinnock@twc.com
Accountant
banana@twc.com
Director/Manager
smith103@bellsouth.net
Academic
mesmit01@louisville.edu
Controller
University of Louisville
NATIONAL WASTE SYS
INC
Director/Manager
W&M of Kentucky Inc
sonyasmith02@aol.com
Academic
Murray State University
msmith93@murraystate.edu
Analyst
ssoliday0@gmail.com
Director/Manager
gary.southard@louisville.edu
Other
Univ of Louisville
CSPRINGER@INSIGHTBB.COM
Vice President
Loui Loui'S, Inc
sputch@bellsouth.net
Academic
Other
william.stout@louisville.edu
Strothman & Co PSC
rstrothman@strothman.com
Mr. Michael Strunk
II
Mrs. Stephanie
Stumph, CMA
Mr Timothy J.
Swenson, CMA
Ms Terry H.
Taflinger, CMA
Mr. William C Talley
Mr. David H Tamer,
CMA
Mrs Jennifer L.
Taylor, CMA
Mr. David U
Thomas, CPA
Mrs Elizabeth J.
Thompson, CMA,
CPA
Ms Esther N.
Thompson-Long
Mr Richard L.
Tinsley, CMA, CPA
Ruth G. Turner
Mr. Charles E.
Turner, CMA
Ms. Saundra
Uligian, CMA
Other
Farm Credit MidAmerica
mike.strunk@e-farmcredit.com
Vice President
stephanie.stumph@gmail.com
Academic
tswensonedu@gmail.com
Director/Manager
DA Inc
ttaflinger@daiwa-da.com
Director/Manager
RSCS
david.tamer@rscs.com
Accountant
jennifer_lynn_taylor@yahoo.com
Student
dthomas3748@gmail.com
Programmer
betty.thompson@aclines.com
Director/Manager
LG&E & KU Energy LLC
esther.thompson-long@lge-ku.com
Controller
Rescare
rtinsley@rescare.com
Accountant
Clr3993@yahoo.com
Director/Manager
suligian@hwplan.org
Jo Ann Vernon
Mr. Andrew J. Viers,
CMA, CPA
Accountant
jvernon@northamericanstainless.com
Mr Yuji Wada, CMA
Mr. Stanley E
Wafford
Mr Mitchell R.
Wagner, CMA
Mr Forrest C Waits,
CMA
Mr. Timothy M.
Wallen
Accountant
Director/Manager
twallen@fitmoneycpa.com
Mr. Casey Walters
Analyst
caseywalters@gmail.com
Accountant
trisha.watkins@insightbb.com
Other
charlann.weathers@gmail.com
Paul Warren
Mrs. Patricia Ann
Watkins
Mrs. Charlann
Weathers
Mr. Stephen D.
Webster, CMA, CFM
Director/Manager
VENTAS, INC.
wada.yuji@gmail.com
Vice President
Blind Industries &
Services of Maryland
Maker's Mark Distillery
Inc
Director/Manager
UPS
Academic
Controller
ajviers@yahoo.com
Hi Tech Veneer
waffordstan@hotmail.com
mitch.wagner@makersmark.com
fwaits@ups.com
stevedwebster@yahoo.com
Carl E. Weigel
Mr. Kyle W.
Whittinghill
Mr Gregory K.
Williams, CMA
Mr David L.
Williams, CMA, CPA
Mrs. Dawn
Williams, CMA
E B. Willingham
Ms. Kimberly Joyce
Wilson
Accountant
Analyst
Director/Manager
whittinghill.kyle@gmail.com
Defense Logistics Agency
greg.williams0320@gmail.com
Larry@IBPCoach.com
Accountant
ashkayjoshmama@gmail.com
Consultant
kjqualls.wilson@yahoo.com
Mr. Andrew J Wise
Joseph F.
Wurtenberger
Mr Gregory A.
Wyraz, CMA, CPA
Mr. Shannon R.
Yates
Student
Mountjoy Chilton
Medley LLP
andrewjosephwise@gmail.com
Director/Manager
Humana Inc
jwurtenberger@humana.com
Controller
NUPLEX RESINS LLC
greg.wyraz@nuplex.com
Ed Yeaste
Corporate Officer
Ms Tina L. Young
Controller
Controller
shannon@andersoncommunities.com
INOAC USA Inc
eyeaste@inoacusa.com
gntyoung@twc.com
_______________________________
Annual Program/Roster, Louisville Chapter IMA
Institute of Management Accountants
204 Beckley Woods Dr
Louisville, KY 40245-4612
(502) 245-8172
Visit us on the Web at:
www.louisville.imanet.org or www.imanet.org