About Chartered Accountants Worldwide Network USA

In a complex global economy, talented, ethical and committed professionals have never been more highly valued and in demand

What is Chartered Accountants Worldwide Network USA?

On 19 November 2020 ACAUS (The Association of Chartered Accountants USA) and Chartered Accountants Worldwide (CAW) joined together to form Chartered Accountants Worldwide Network USA.   

Chartered Accountants Worldwide Network USA is the first regional network to be established by Chartered Accountants Worldwide to support over 7,000 Chartered Accountants who are living and working in the USA and to help us raise the profile and reputation of our profession in the world’s largest economy. In 2023 we will start expanding our coverage to include Chartered Accountants living / working in Canada and the Caribbean.

Chartered accountancy is a global profession, and never has it been more important for us to think and act together, as a connected global community. CAW Network USA will provide access to a wide range of relevant Continuing Professional Development courses and events, both live and on-demand and networking opportunities. It will also help to increase the strength and visibility of the Chartered Accountancy brand in North America.

Chartered Accountants Worldwide Network USA is committed to ensuring all Chartered Accountants working in North America continue to stand apart – defining excellence throughout their career, throughout the world.

What benefits do Chartered Accountants Worldwide Network USA get?

CAW Network USA will provide a number of benefits including:

» Access to a broader network of Chartered Accountants in the North America and globally, connecting our 7,000 members in the USA, members in Canada and the Caribbean, and the overall CAW Network of 1.8m members and students worldwide;

» Access to broader range of relevant CPD and events, online and in person;

» Enhanced support for members, including a helpful platform for knowledge sharing and collaboration, in particular at these challenging times, to keep economies moving;

» Access to on-line training targeted at Chartered Accountants who want to take advantage of Mutual Recognition Agreements to become US CPAs, and

» Increased visibility and strengthening of the Chartered Accountancy brand/profession in the North America.

Chartered Accountants Worldwide

Chartered Accountants Worldwide

Chartered Accountants Worldwide brings together the leading institutes of Chartered Accountants from around the world to support, develop and promote the vital role that Chartered Accountants play throughout the global economy.

Chartered Accountants have been a mark of excellence across all aspects of business and financial life for over 150 years. Today, Chartered Accountants advise organisations, lead major companies, shape economic policy and deliver effective financial management and reporting.

Together, we’re committed to ensuring that our members continue to stand apart, defining excellence throughout their career, throughout the world.

CAW

Connecting hundreds of thousands of members and students, we:

» promote the commitment of our global membership to the highest standards of professional and ethical practice

» create greater opportunities globally for those seeking to become or develop as Chartered Accountants – and those looking to train or employ them

» share expertise and innovation to maintain Chartered Accountancy’s position as the preeminent qualification for those in accountancy, finance and business.

Our Mission

Founded in 1980 as the Association of Chartered Accountants in the United States, ACAUS rebranded in 2020 to become Chartered Accountants Worldwide Network USA. CAW Network USA is a non-profit organization dedicated to supporting qualified accountants from fifteen Chartered Institutes with members who reside in the U.S. In 2023 we are expanding our coverage to include members in Canada and the Caribbean.

Our mission is to facilitate the professional success of our members, promote the business community’s recognition of, and respect for, these professionals. Since our founding in 1980, we have worked to achieve this by focusing on achieving increased:

» awareness and understanding of the Chartered Accountant qualification by the business community

» value to members and institutes by being a vibrant organization

» participation by our eligible members in chapter activities and on-line education

» bench strength (emerging leaders) to sustain the association over time with active volunteers

» advocate for mutual recognition of our institute qualifications and building relationships with other U.S.-based organizations. As of October 2020, all our foundational institutes bar one have MRAs in place with AICPA/NASBA. The remaining institute – ICAEW – is in active discussion to achieve similar

» bench strength (emerging leaders) to sustain the association over time with active volunteers

Leadership

Board Members

AllExec CommitteeHome Institute RepresentativesSpecial ProjectsDirector of Member AdvocacyBoard Observer

Shane Rogers

President

Shane is a transformational leader with global experience in Investment Banking – supporting Sales, Trading and Capital Markets, Asset Management, and Insurance / Reinsurance businesses. As an experienced Chartered Accountant and Chief Audit Executive, he has global experience managing teams of professional accountants and internal auditors in Europe, as well as North and South America. A proven leader and agile audit expert, he adds value to executive management as a trusted advisor, by assessing risk ownership and culture, internal controls design and operational effectiveness. Shane is a Fellow of Chartered Accountants Ireland and has an MBA in Finance and International Business from the Leonard N. Stern School of Business at New York University.

Nancy Chakabuda

Vice President, Chapter President - Indianapolis chapter

Nancy is a Chartered Accountant (SA) and Internal Controls Director – International advisory for Cummins Inc, in Indianapolis. She is a self-motivated, visionary and transformational leader, with a passion for coaching and people development. Outstanding interpersonal and communication skills, with solid multiple stakeholder management and business partnering skills. Nancy has an entrepreneurial mindset and high technical proficiency in risk management, business process improvement and corporate governance, she provides sustainable and innovative business and finance process solutions. She is also a Top 35 SAICA Finalist and award winner. She presented at our Beyond Accounting events with SAICA in 2021 and 2022 and moderated our in-person conference in 2023.

Alan Fagan

Alan Fagan

Treasurer

Alan was appointed CAW Network USA Treasurer in March 2021.

Alan is a Director with CrossCountry Consulting in New York, leading their FinTech offering as part of the Financial Services practice. Alan works with Fintech companies at all stages of funding and growth from Series A through IPO and beyond on a range of topics including Finance Transformation, IPO Readiness, Process Optimization and Automation, Technology Solutions, Risk, Internal Audit and Accounting policy.  Alan also leads CrossCountry’s Regulatory Compliance practice in New York covering topics including AML, CCAR, Operational Resiliency and LIBOR transition.

Alan is a Chartered Accountant (ACA) with Chartered Accountants Ireland.

Shingirai Gwindingwi

Shingirai Gwindingwi

Assistant Treasurer

Shingi was appointed CAW Network USA Assistant Treasurer in March 2021. Shingi is based in New York and is a Senior Associate with BDO. She has a B.Comm PGDip in Tax, Law, PGDA and Accounting and is a CA (SA).

Ros Roberts

Ros Roberts

Secretary

Dr Ros Roberts is an Associate Professor of Accounting at Sacramento State University, California. Ros holds a Ph.D. in Accounting from The University of Sydney, Australia and her research interests are on accounting education, integrated reporting to convey value creation, goodwill impairment, and business value impairment as a result of climate change

Ros is an active proponent of reducing carbon emissions and conveying those reduction activities through sustainability reporting. A Chartered Accountant (CAANZ), she also holds a Fundamentals of Sustainability Accounting (FSA) credential issued through the IFRS Foundation. In addition, she serves as part of an advisory bodies within Sacramento county to implement a climate and sustainability plan that identifies and integrates current and future actions necessary to transition to countywide carbon neutrality by 2030 and beyond.

Home Institute:CA ANZ

David Freeman

Director of Corporate Governance & Chapter President - Washington DC Metro

David Freeman is an Account Executive at RDA Company LLC, a privately held digital consultancy based in Hunt Valley, Maryland. RDA provides advisory, design & build and optimization services through its digital sales, marketing & commerce and application development & modernization practices to help its clients achieve successful business outcomes with technology. David has been with RDA since his arrival in the United States in 1995 and served in various management capacities with RDA during this time.

Prior to RDA, David spent sixteen years at Arthur Andersen’s London office in the firm’s Audit and Business Advisory Practice. After starting out in the audit arena, David spent much of his tenure leading a variety of business and information technology consulting engagements in areas that included computer risk management and IT strategy. As Director of Audit Computer Services, David was also responsible for audit automation.

David is a Fellow of the Institute of Chartered Accountants in England & Wales, having qualified 1982 and is also a Member of the British Computer Society.

David serves as a Washington DC area contact member for ICAEW members and is also President of the DC Metro Chapter of CAW Network USA.

David lives in Potomac, MD with his wife and two children.

 

Home Institute:ICAEW

David Powell

Chief Executive

David Powell is Chief Executive of Chartered Accountants Worldwide Network USA (CAW Network USA), based in Boston MA. This organization is also known as the Association of Chartered Accountants in the USA (ACAUS). David had previously been president of ACAUS 2015 – 2018 and before that Chapter President of its New England chapter. The focus of the organization is on networking and education for Chartered Accountants living / working in North America. David is a thought leader on the future of the finance profession, working with major accounting bodies and professional firms on the impact of technology on future talent and skills requirements. Has lived and worked in multiple countries/cultures and has been both a consultant and a ‘customer’.

David was born and raised in Swansea, Wales. He attended Cardiff University and earned a degree in Accounting and Management Studies. He did further professional studies and qualified as a Chartered Accountant with Deloitte Haskins and Sells. He spent 10 years with DH&S / Coopers and Lybrand Deloitte. Here. he focused on selling / implementing /supporting / training clients and internal staff on financial consolidation and management reporting solutions. David is an FCA of the England & Wales Institute.

David has significant experience in hotel software management and accounting systems, having worked at senior levels at Holiday Inn Worldwide (now Intercontinental Hotels Group) in Brussels, Belgium and Starwood Hotels (now part of Marriott) in Braintree, MA. He moved from Brussels to the USA in 1998 as the worldwide process owner for accounting for JD Edwards (ERP software), in Denver.

After leaving Starwood David was recruited by Cognos at the start of 2007, to build a North American specialist services practice for Cognos’s Consolidations software. Cognos was later acquired by IBM and David moved into Global Business Services as a Finance Leader in the Business Analytics Global Center of Competence. He was responsible for Finance focused solutions using IBM software assets. He then moved into a Global Brand Manager / Finance leader role for IBM’s Outsourcing division (Cognitive Process Transformation), until January 2018, when he started working as an independent financial transformation consultant. David took on what became his current role with ACAUS / CAW Network USA, in February 2019.

Home Institute:ICAEW

Chris Easton

Chris Easton

Past President

Chris is CEO of Applied Logic Software, a privately held company based in Boston specializing in enterprise software technologies and platforms including AI, Blockchain, RPA, SaaS, ERP, BPM, Cloud, and Mobile.

Chris is a CPA and a Fellow of the Chartered Accountants Australia and New Zealand (CA ANZ).

Chris stepped back into the position of President when Conall McGonagle took up the ‘Past President’ Board position in October 2020. Chris had been serving as Vice President. Chris is focused on creating and building the strategic value of the organization. Previously, Chris also served as President (October 2018- April 2019) and was CAW Network USA representative to CA ANZ. As of the CAW Network AGM on October 25th 2022, Chris stood down as President and took on the voting board position of ‘Past President’.

Home Institute:CA ANZ

Mark Coles

Member Organization Representative - ICAEW; ICAEW Council Member - USA East; ICAEW Board Member

Mark is a private equity investor, CFO and advisor with experience in strategy, managing operations, corporate & project finance, mergers & acquisitions, strategic alliances, financial reporting and taxation. Mark is a Managing Director and Partner at Jade Invest. He is based in New York.

Mark’s industry expertise includes energy, power generation, infrastructure, real estate and aerospace & defense.

Mark is a Chartered Accountant and Certified Public Accountant.

Mark is a Member of ICAEW Council representing the United States Constituency and is also a Member of the ICAEW Board. He is a Past President and former New York Chapter Head of CAW Network USA.

Mark is part of the CAW Network USA team working with the ICAEW to pursue the MRA with NASBA.

Mark works with ICAEW executives, officeholders and the global engagement team to develop the ICAEW’s US and international platforms and support for members, arrange US events and tours and provides member input and support.

Home Institute:ICAEW

Jayson Poulton

Member Organization Representative - CA ANZ; CA ANZ International Council Member

Jayson is CFO USA of Commonwealth Bank of Australia (CBA) Americas, based in New York. Having worked in public practice with BDO in Melbourne, he has spent much of his professional career internationally in financial services, with roles at MF Global and CBA in London, before relocating to New York.

He is registered with the Financial Industry Regulatory Authority (FINRA) as a Financial and Operations Principal and holds a Bachelor of Commerce, Majoring in Accounting and Business Law.

Jayson is a Fellow of Chartered Accountants Australia & New Zealand (CA ANZ) and is on the CA ANZ Council representing Rest of World Members. He has held various positions on committees and advisory bodies of CA ANZ, including Education Team Leader on the UK Overseas Member Committee and as the New York Tri-state Link Member Representative.

Home Institute:CA ANZ

Natasha Holbeck

Member Organization Representative - South African Institute of Chartered Accountants

Natasha is a Financial Services Audit Partner at Deloitte in their New York office. With 20 years at the Firm, she has served clients across multiple industries and geographies. While she currently leads the Family Office Audit Practice within the Investment Management Industry, she has experience in all aspects of the Industry. She has a particular emphasis on family offices, wealth management and advisory corporate entities; as well as various investment products such as hedge funds, private equity funds, fund-of-funds, ETFs, registered investment companies and commodity pools. She has extensive experience auditing internal controls, both for public and non-public companies, including SOX reporting matters. She has also served clients in the retail, manufacturing and Japanese trading sectors.

Natasha organized the roadshows for SAICA held in several US cities in February 2020 as well as a subsequent ‘virtual roadshow’ in July to address key matters of interest to US based members. In particular to provide an update on SAICA’s MRA with NASBA/AICPA. Natasha is also a member of SAICA’s Council representing members in the USA, Canada, Bermuda and Cayman Isles.

Ken Croarkin

Member Organization Representative - ICAS

Ken Croarkin, a graduate of the University of Dundee in the UK, is a licensed Certified Public Accountant and Chartered Accountant and is the Partner in charge of Insurance Industry Services at EisnerAmper. He currently leads the external audit engagements for a number of property & casualty and life and health insurance companies as well as brokers and MGA’s. Ken also provides internal audit consulting services.

Ken meets monthly with ICAS contacts representing CAW Network USA and is also a member of ICAS’s committee focusing on ICAS members in the USA.

Home Institute:ICAS

Claire Iball

Claire Iball

Member Organization Representative - Chartered Accountants Ireland

An experienced finance professional, Claire has worked across multiple finance disciplines in large and small groups within Intel. Claire leads Intel’s datacenter business strategy finance organization with responsibilities including financial strategy development, profitability and portfolio management.

Claire is the CA Ireland representative for CAW Network USA, and also sits on CA Ireland’s Member Council.  Claire has over 20 years of strategy, financial and operational leadership experience. She graduated from University of Limerick, Ireland with a bachelor’s degree in business.

Position Open

Position Open

Member Organization Representative - CPA Canada

Home Institute:CPA Canada

Barry Dempsey

Barry Dempsey

Member Organization Liaison

Barry has been Chief Executive of Chartered Accountants Ireland since 2017 and was appointed by Chartered Accountants Worldwide to represent their member institutes on the Chartered Accountants Worldwide Network USA Board. Barry took over this role in April 2021.

Ryan Clacher

Director of Member Advocacy - East

Ryan is an Associate Director at The Siegfried Group, where he works to create compelling relationships with leading financial executives, serving as a Leadership Advisor, to help them become more successful leaders in their organizations. He is also responsible for partnering with clients on important accounting and finance projects.

Ryan holds a Bachelor of Commerce in Accounting from the University of Cape Town and Honors in Accounting from the University of South Africa. He is a Chartered Accountant and a member of the South African Institute of Chartered Accountants. Before taking on this role in July 2020 he was co-chapter head of the CAW Network USA New York Metro chapter.

Renai Venables

Renai Venables

Assistant Director of Member Advocacy - East

CAW Network USA appointed Renai to the role of Assistant Director of Member Advocacy – East in March 2021.

Currently based in Atlanta, Georgia, Renai is a senior finance professional with over 20 years’ experience in both professional service firms and in-house finance roles in large listed and duel listed multinational corporations covering operations across Australia, the UK, Asia and the US.

Renai’s recent experience has focused on Board, Audit Committee and Australian Securities Exchange reporting as well as restructuring, outsourcing, investment acquisitions and divestiture, systems implementation, policy & process improvement projects and managing onshore and offshore shared services functions.

Renai is a graduate from Macquarie University in Sydney BEc(Accounting & Finance), is a Chartered Accountant qualifying with what is now Chartered Accountants Australia and New Zealand and currently completing the USCPA-Now IQEX program.

Home Institute:CA ANZ

Sid Chitnis

Sid Chitnis

Director of Member Advocacy - West

Sid is Managing Director / Partner – M&A Advisory with HCVT in Los Angeles. Prior to this Sid spent just under 7 years with Houlihan Lokey initially in New York, then Los Angeles. He qualified as a Chartered Accountant with Deloitte in Sydney, Australia.  Sid is also a Chartered Financial Analyst.

Home Institute:CA ANZ

Jagdish Sohal

Assistant Director of Member Advocacy - West

Jagdish is a Director in Connor Group’s Technical Accounting and IPO Services practice, providing assistance to clients with technical accounting issues and helping clients achieve IPO readiness. She has experience with revenue recognition, including ASC 606 adoption, lease accounting adoption under ASC 842, stock-based compensation, business combinations and worked on a number on biotech IPOs including financial statement preparation and S-1 filings.

Prior to joining Connor Group, Jagdish worked as an audit professional at EY Redwood Shores, California, for 6 years as a senior manager serving both public and private companies with a focus in the biotech industry and started her career with EY Reading, UK.

Jagdish is a is a Certified Public Accountant (California – Active) and a Chartered Accountant (Institute of Chartered Accountants of England & Wales). She graduated from the University of Southampton, UK with a Bachelor of Science, Joint Honors in Accounting & Law

Home Institute:ICAEW

David Nickson

Projects

Commercially focused partner with over 20 years tax, financing transactional and technology experience. Chartered Accountant (Fellow, ICAEW), Chartered Tax Adviser (CIOT), Six Sigma Black Belt and IRS Enrolled Agent

I integrate technology (SAP, Microsoft, Oracle), accounting/controllership, and tax requirements to increase the efficiency and robustness of E2E business processes, with experience across multiple industry sectors and geography. The business case justification for addressing tax requirements in a holistic manner extends across the organization to include treasury (cashflow enhancement), FP&A (profitability insights), finance operations (process efficiency), internal audit (enterprise risk mitigation), supply chain/logistics, and IT strategy.

Many organizations already faced substantial challenges in the execution and tax reporting of their transactions, but following U.S. tax reform (bringing a significant increase in data granularity required to meet planning, compliance, and monitoring goals) those same organizations are actively considering their ability from both an IT systems and controllership process perspective to meet these obligations. The opportunity to address this, given that so many companies currently are replatforming their ERP systems and at the same time trying to optimize their value chain under new tariff/customs scenarios could never be more timely. I can help you navigate this landscape.

Home Institute:ICAEW

Robert McDonald

CPE Director, Chapter Team - Dallas

Robert is a results-oriented Fortune 500 strategic finance leader with international experience. He successfully partners and collaborates externally with business partners and vendors and internally with cross functional teams, to support and drive Treasury and business strategy, efficiencies and controls. Specializing in Corporate Treasury with strong leadership, team development, management and organizational skills including negotiation, problem solving, planning and project management. Robert heads up CAW Network USA’s Dallas chapter and has previously been both secretary and treasurer on the executive team. He is also our CPE director and led on obtaining CPE accreditation for group live and group internet education with NASBA.

Home Institute:CPA Canada

Philip Varley

Chapter President - Denver; ICAEW Council member - USA West and Central / South America

I originally qualified as a Chartered Accountant in the UK before emigrating to the US and obtaining my CPA license.  After leaving the “Big 4” as an Audit Manager, I deployed the wide ranging experience gained in the audit environment to improve operations in internationally focused companies in more than 20 countries.  Roles have included CEO, CFO (including NASDAQ and NYSE listed companies), Operating Partner for Private Equity, and Board Member.

Based on my restructuring experiences, in 2012 I authored the book “Failure Is Not An Option”, from which I developed a Master’s Capstone Class which I delivered at the University of Northern Colorado, as well as derivative courses at professional conferences.

I am a strong proponent of ethics and believe that the FCA qualification is the absolute best preparation for a senior executive role, as it enables us to understand the business holistically, and ensure that revenue growth is profitable growth.  It is because I believe that it is ethics which define who we are as Chartered Accountants, that I decided to become an ICAEW Council Member.

In my business life, I focus on creating cost efficiencies through financially focused operational and strategic plans to achieve aggressive profit targets.

In addition to my ICAEW and CAW Network USA roles, I am Chairman of the Ken-Caryl Water District.

My education includes an MBA from the University of Denver, and a BSc in Chemical Engineering from Imperial College, London.

Home Institute:ICAEW

Breiffni O Domhnaill

Breiffni Ó Domhnaill

Director of Business Development / Director of Podcasts

Qualified Auditor and Tax Consultant – VP of Sales with Propylon, based in New York. With CAW Network USA Breiffni is Director of Podcasts and also Director of Business Development.

Matthew Williams

Matthew Williams

New York Metro Chapter Team President and Director - Young Professionals

Based in New York City, Matthew is a regional head of finance and FP&A lead for EPIC Insurance Brokers & Consultants. Having spent several years working as a forensic accountant in public accounting and qualifying as a Chartered Accountant with ICAEW, Matthew jumped into industry and now specializes in finance and FP&A within the insurance and financial services space. Matthew volunteers with a number of industry committees (with a focus on helping young professionals), is a keen traveler (55 countries to date) and is currently working his way towards an MBA, part-time, with the University of Cambridge.

Home Institute:ICAEW

Chapter Heads

AllEasternCentralMountainWestern

Duncan Torrance

Chapter President - Arizona

Duncan grew up in South Africa and qualified as a Chartered Accountant with Deloitte before moving to the US and obtaining his CPA license. He has 30 years of public and corporate experience. In addition to CAW Network USA, he is also an active member of the AICPA, the Arizona Society of Certified Public Accountants, and the South African Institute of Chartered Accountants. Duncan is an alumnus of the University of Colorado, Oxford University Saїd Business School, and the University of the Witwatersrand. Duncan held our first ‘Arizona chapter meeting ‘ in February 2023.

John Kahn

Chapter President - Atlanta

Accomplished CFO and financial leader with deep international business and private equity portfolio company experience. Often hired by Private Equity firms and their portfolio companies as initial CFO to rapidly create, overhaul, or professionalize, accounting, finance, tax, treasury, legal, IT and HR functions. Bi-lingual in US and UK accounting (CPA and Chartered Accountant).

Have managed acquisitions and divestitures, including carve-outs and achieved over 50% IRR for private equity investors from a successful sale. Like to operate as strategic partner to the CEO / senior team, flexible, hands-on, high energy, good attention to detail and highly networked (so know who to bring to the table to assist). Block and tackle well (many 13-week cash forecasts) and also adept at negotiating and working with investors, bankers and analysts. Enjoy improving financial performance and helping hit home runs. Experienced in managing growth and turnaround situations.

Multi-national, middle-market, private equity backed and start-up company experience. CFO for public, private, and private equity owned companies. Big firm trained CPA and Chartered Accountant with strong international business and multi-currency treasury experience. Deep understanding of technology sectors (hardware, software, SaaS, FinTech) and technology issues, including cyber security and call centers. Substantial consumer products and consumer facing, business services, financial services, government services, aerospace and defense, construction and infrastructure related equipment and services (including Wireless and Telecom), healthcare, hospitality, e-tail, retail and distribution. Dual UK / US citizen. French language skills. US Federal Government security cleared.

Home Institute:ICAEW

Simone Walsh

Simone Walsh

Chapter Team - Atlanta

Senior finance leader with a strong track record of strategic partnership across a broad range of business and operational disciplines, with experience in growth and transformational environments. Proven ability to drive process improvements to achieve financial objectives while maintaining operational discipline.

Home Institute:ICAEW

Brian Titus

Brian Titus

Chapter President - Austin

Brian is an accomplished and dynamic professional powered by a proven record of success in managing cash flow and liquidity positions to ensure the balance sheet is efficiently and adequately funded. He has extensive experience in building treasury risk management policies, hedging strategies, internal control environment, and long-term funding strategies, optimising cash management and forecasting efficiency. Brian possesses strong analytical and commercial acumen, and qualifications in implementation of the organisations’ treasury system, leading best practice approach and process improvement.

Home Institute:SAICA

Neil Kapur

Chapter President - Northern California

A CPA and Chartered Accountant (ICAEW) offering a wealth of experience in financial accounting, with a specialty in risk assessments and internal auditing.

Responsible for execution of risk-based audit plans and keeping current with emerging issues in the internal audit profession.

Manage internal audit and SOX engagements from inception to completion.

Specialties: Expertise in Internal Audit, Risk Management for financial institutions and high-tech clients.

Home Institute:ICAEW

Robert Ellis

Chapter President - Southern California

A CFO with 30 years experience, Rob has held C-level financial and operating responsibilities in the U.S., Australia, New Zealand, and United Kingdom. He was professionally trained by PricewaterhouseCoopers.

Rob Ellis has a track record – across three continents – of bringing financial discipline, operating efficiency and cost savings to employers, clients and customers. Early in his career he learned that overcoming resistance and gaining buy-in were keys to achieving operating efficiency and cost savings – that people will embrace improvement when they feel that the effort is theirs. He has worked throughout his career to hone his ability to achieve results through people and not in spite of people.

Rob has presented to external and internal audiences on Disaster Recovery, Financial Reporting Systems, Audit, and Management.

Rob was a LA Business Journal “CFO of the Year” nominee in 2017.

Home Institute:CA ANZ

Tim Clackett

Tim Clackett

Chapter Team - Southern California

Tim attended the University of Leicester from 1979-1882 receiving a degree in Economics and Economic History. After graduation he joined BDO in London and became a Chartered Accountant
in 1985.

After moving to Los Angeles in 1989 and working in the private sector as a corporate vice president and controller, Tim rejoined BDO in 2005 and became an audit partner working with a wide variety of national and international public and privately held clients in the online media, manufacturing, cleantech, distribution, technology, entertainment, and service industries.

Tim is a Board member with the British American Business Council and the former treasurer of the Association of Chartered Accountants in the United States. After having retired from BDO in 2020 he now performs part time consulting work for non-profits and is also currently restoring a 1959 Morris Minor.

Home Institute: ICAEW

Hugh Judge

Hugh Judge

Chapter Team - Southern California

Home Institute:ICAS

Wilmie Vosloo

Wilmie Vosloo

Chapter Team - Southern California

Home Institute:SAICA

Stacy Khaing

Stacy Khaing

Chapter Team - Southern California

Stacy is a Seasoned Finance Professional with over 15 years international experience. She held leadership positions in Multinational Corporations and big 4 consulting firms, at Pricewaterhousecoopers (PwC) and Deloitte Touche as a head of finance & accounting with key expertise in Financial Management, Financial and Management Reporting & Analysis, Internal Control, Taxation and Corporate Governance. She has a unique passion to embrace new technologies and innovate business and financial strategies to transform an organization to next level, data and technology driven organization. She has a wide range of industrial knowledge and experience in various industries.

She is a member of Chartered Accountant Worldwide, ASEAN Chartered Professional Accountant, Institute of Singapore Chartered Accountant (ISCA), Certified Practicing Accountant of Australia (CPA Australia), Qualified Corporate Secretary (QI) of Accounting and Corporate Regulatory Authority in Singapore (ACRA).

Home Institute:ISCA

Rudolph Irmscher

Rudolph Irmscher

Chapter Team - Calgary

An experienced qualified CA(SA), CPA Alberta Accounting Manager, with more than 8 year experience and a demonstrated history of working in the Capital Markets Accounting Advisory Services sector, External Audit and Corporate Accounting.
A young professional with experience in retail, manufacturing, construction, consulting, education, technological, oil and gas, etc. industries.
Skilled in Microsoft Excel, Microsoft Word, Alteryx, Tableau, Accounting, Audit software, Microsoft Office, JDE, SAP S4HANA and client service.
A Strong professional with a Bachelor of Commerce Honors (B.Com. HONS) degree, majoring in Accounting, Financial Management Accounting, Audit and Tax.

Home Institute:SAICA

Gayshree Moodley

Gayshree Moodley

Chapter Team - Calgary

Gayshree is currently a senior manager at PricewaterhouseCoopers Canada.

She previously worked in assurance at PricewaterhouseCoopers CI LLP and went on a 2 year secondment with her husband and daughter.

Gayshree moved out of the external audit delivery team to the Service Delivery Centre in 2017 and in 2021 her team converted to a Centre of Excellence.

She has been an audit manager for Medical Schemes, Retirement funds, University, Pharmaceutical and manufacturing clients.

Home Institute:SAICA

Jannie Wentzel

Jannie Wentzel

Chapter President - Charlotte

Jannie is partner and principal consultant with Cential. He is a Chartered Accountant CA (SA), and a thought leader in Risk Transformation and Integrated Risk Management technologies. Jannie advises clients on the use of technologies to reduce the complexities, manage risk and minimize the compliance cost.

Jannie specializes in enterprise and integrated risk services which include teaming with many of the top analyst rated GRC vendors.

Geoff Aldridge

Geoff Aldridge

BDO, Chapter President - Chicago

Geoff is a Managing Director in BDO’s Corporate Tax Practice, and leader of the Chicago inbound tax practice. A commercial tax professional with over 17 years’ experience, he has extensive corporate planning and compliance experience (with regard to tax returns and provisions (under US GAAP and IFRS)). As his clients’ main point of contact, Geoff also coordinates advice to clients with regard to other areas of U.S. tax reporting (e.g., Forms FinCEN 114, W-8BEN-E, 1099, etc.) and other tax services such as sales and use, transfer pricing, R&D credits, etc.

Geoff’s clients are typically global businesses, and he has extensive experience of cross border tax structuring, financing and tax due diligence. In particular, Geoff focuses on assisting foreign owned businesses with their U.S. tax needs.

He is a Chartered Accountant, Enrolled Agent, and holds an undergraduate Degree from the University of Bristol and post-graduate degree from the University of Warwick.

Geoff is a soccer player and fan and lives with his family in Wilmette.

Home Institute:ICAEW

Michael Brassil

Michael Brassil

Chapter President - Dallas

Michael is CFO for the Americas for Collinson Group. Michael is based in the Dallas/Fort Worth area and is a results driven finance professional with experience across a variety of industries and in public accounting. He has served in senior positions in managing Accounting and Finance, Operations, HR and IT departments, and consolidating and automating systems and processes and improving efficiencies. Experience with mergers, setting up new companies from incorporation to General Ledger implementation and establishing of Accounting policies and procedures, managing Banking and other professional relationships as well as ensuring Group wide GAAP compliance.

Home Institute:ICAEW

Robert McDonald

CPE Director, Chapter Team - Dallas

Robert is a results-oriented Fortune 500 strategic finance leader with international experience. He successfully partners and collaborates externally with business partners and vendors and internally with cross functional teams, to support and drive Treasury and business strategy, efficiencies and controls. Specializing in Corporate Treasury with strong leadership, team development, management and organizational skills including negotiation, problem solving, planning and project management. Robert heads up CAW Network USA’s Dallas chapter and has previously been both secretary and treasurer on the executive team. He is also our CPE director and led on obtaining CPE accreditation for group live and group internet education with NASBA.

Home Institute:CPA Canada

Philip Varley

Chapter President - Denver; ICAEW Council member - USA West and Central / South America

I originally qualified as a Chartered Accountant in the UK before emigrating to the US and obtaining my CPA license.  After leaving the “Big 4” as an Audit Manager, I deployed the wide ranging experience gained in the audit environment to improve operations in internationally focused companies in more than 20 countries.  Roles have included CEO, CFO (including NASDAQ and NYSE listed companies), Operating Partner for Private Equity, and Board Member.

Based on my restructuring experiences, in 2012 I authored the book “Failure Is Not An Option”, from which I developed a Master’s Capstone Class which I delivered at the University of Northern Colorado, as well as derivative courses at professional conferences.

I am a strong proponent of ethics and believe that the FCA qualification is the absolute best preparation for a senior executive role, as it enables us to understand the business holistically, and ensure that revenue growth is profitable growth.  It is because I believe that it is ethics which define who we are as Chartered Accountants, that I decided to become an ICAEW Council Member.

In my business life, I focus on creating cost efficiencies through financially focused operational and strategic plans to achieve aggressive profit targets.

In addition to my ICAEW and CAW Network USA roles, I am Chairman of the Ken-Caryl Water District.

My education includes an MBA from the University of Denver, and a BSc in Chemical Engineering from Imperial College, London.

Home Institute:ICAEW

Graham Kitching

Chapter President - Northern Florida

Graham is Business Process Services practice lead with Withum Advisory, based in Tampa/ St. Petersburg FL. Graham is an ICAEW member and was previously active with the CAW Network USA chapter in Greater New York. Graham moved to the USA (Princeton NJ) with Bristol-Myers Squibb. He has also held senior positions with Sandoz, McGraw Hill and Tyco, where he was Finance and IT transformation leader, before moving to head up BPS – Finance and Accounting for North America with Tata Consulting.

Home Institute:ICAEW

Becky Linnett

Becky Linnett

Chapter President - Southern Florida

Becky is a Partner of Grant Thornton LLP, a global organization of independent audit, tax and advisory firms. Becky believes passionately in client service and brings extensive experience to the industries she serves. These include asset management, mortgage banking, specialty lending, broker-dealers and other financial services companies. Becky serves both public and private companies and is well-versed in SEC rules and requirements. Becky provides her clients with guidance and insights based on an understanding of their strategy, culture, industry and business objectives, in a manner consistent with Grant Thornton and professional standards.

Becky is both a Certified Public Accountant and a Chartered Accountant with the ICAEW. She received her BA Hons in Politics, Philosophy and Economics from the University of Oxford in England.

Home Institute:ICAEW

Pranita Fernandes

Chapter President - Houston

Experienced professional and manager with a demonstrated history of working in the accounting industry. Strong analytical skills coupled with experience in Accounting & Auditing Standards, Generally Accepted Accounting Principles (GAAP), Financial Accounting, Management Reporting and Teamwork. Current member of Chartered Accountants Australia and New Zealand (CAANZ).

Home Institute:CA ANZ

Stuart Studsrud

Chapter Team - Houston

Stuart is the Director of Technical Accounting at BrightNight.  Stuart is a Chartered Accountant, a member of the Institute of Chartered Accountants of Scotland and recently qualified as a Texas CPA. Stuart specializes in interpreting USGAAP and IFRS accounting standards for different BrightNight Companies across the globe.  Prior to BrightNight, Stuart led technical accounting for ENGIE North America and Centrica for its subsidiaries in North America.

Home Institute:ICAS

Nancy Chakabuda

Vice President, Chapter President - Indianapolis chapter

Nancy is a Chartered Accountant (SA) and Internal Controls Director – International advisory for Cummins Inc, in Indianapolis. She is a self-motivated, visionary and transformational leader, with a passion for coaching and people development. Outstanding interpersonal and communication skills, with solid multiple stakeholder management and business partnering skills. Nancy has an entrepreneurial mindset and high technical proficiency in risk management, business process improvement and corporate governance, she provides sustainable and innovative business and finance process solutions. She is also a Top 35 SAICA Finalist and award winner. She presented at our Beyond Accounting events with SAICA in 2021 and 2022 and moderated our in-person conference in 2023.

Michael Williams

Chapter President - Las Vegas

Michael is a Chartered Accountant (ICAEW) in the UK, who spent eight years with Big 4 firms in audit in South Wales, London and Los Angeles before moving client side. He spent over 15 years as a Controller at US public companies and in the NFL, and as a pre-IPO CFO in the SF Bay Area before pivoting into the recruitment sector. He currently resides in Las Vegas and Los Angeles, and also has an extensive business network in the SF Bay Area where he lived for over 20 years. His focus is on searches for CFO / Controller / VP Finance and positions with an emphasis on SEC Reporting and Technical Accounting skills. He has a long history of working with Chartered Accountants in the US looking to make a career change and is excited by the opportunity to be part of the CAW team.

Michael’s interests are diversified, ranging from captain of the University Chess team at Cardiff University, to playing American Football (Helmets and Pads Version) in London, appearing in a National Championship game (Budweiser Bowl).  He also has an abiding passion for Swansea City Football Club, and life permitting, tries to make an annual pilgrimage back to South Wales for the annual derby match against Cardiff City.

Having recently (2023) bought a home in Las Vegas, he is hoping through his local church and through networking, to become involved in the community as a volunteer. He has as a special needs parent, previously been active as an advocate and fundraiser for autism charities.

Home Institute:ICAEW

David Kaye

David Kaye

Chapter President - Minneapolis

Dave is a Principal and is the Founder of Excelsior Business Advisors, LLC. He has over 15 years of experience partnering with clients to provide valuation advisory, technical accounting, and transaction support services.

He has provided valuation advisory services in relation to equity, debt, hybrid, and derivative securities, as well as intangible and other financial assets. Dave has performed valuation analyses for a wide range of purposes including financial reporting, tax compliance, litigation and other dispute resolution, as well as transaction opinions (i.e., fairness and solvency opinions) and transaction feasibility analyses. Prior to founding Excelsior, Dave was a Director in the valuation advisory group at Stout, a global investment bank and advisory firm, and was based in their New York City office. Prior to Stout, he worked in the corporate finance and valuation advisory groups of mid-tier accounting firms based in New York City and Sydney, Australia.

Dave is a graduate of the Australian Catholic University where he obtained a Bachelor of Business degree, with a major in Accounting. He is a Chartered Accountant qualifying with what is now Chartered Accountants Australia and New Zealand. Dave is also a Certified Public Accountant licensed in New York and Minnesota and is Accredited in Business Valuation through the American Institute of Certified Public Accountants. Dave also holds the Chartered Financial Analyst designation issued by the CFA Institute.

Home Institute:CA ANZ

Greg Franz

Greg Franz

Chapter President - New England

Greg is an Associate Director with CrossCountry Consulting. He is a CPA and Chartered Accountant with extensive experience in finance transformation, FP&A and controllership. In his last role, Greg was Head of Africa IT Finance (senior manager) at Africa’s largest banking group and before that he was a manager at KPMG.

Greg has over thirteen years of experience working in financial services and public accounting which includes finance transformation, financial reporting, interim management, risk and internal controls. Greg is highly analytical and has a successful track record for enhancing and automating financial processes. He excels at building, directing, and empowering teams to realize their full potential.

Greg’s core competencies includes finance transformation, financial reporting, interim management, risk management and internal controls.

Jarrod Sudholz

Jarrod Sudholz

Chapter Team - New England

Chartered Accountant with broad exposure to Finance, Commercial and Technology departments. A key stakeholder in Finance transformation projects to ensure that revenue and costs streamlining into Oracle comply with UK GAAP. Jarrod designed the corresponding processes with the appropriate controls for regulatory compliance. Jarrod is a hard-working, well-organised, pro-active and responsible individual with proven abilities to co-ordinate and complete projects to strict timelines. The Chartered Accountants of New Zealand and Australia (CAANZ) is a member of the Global Accounting Alliance which is affiliated with the American Institute of Certified Public Accountants.

Home Institute:CAANZ

Matthew Williams

Matthew Williams

New York Metro Chapter Team President and Director - Young Professionals

Based in New York City, Matthew is a regional head of finance and FP&A lead for EPIC Insurance Brokers & Consultants. Having spent several years working as a forensic accountant in public accounting and qualifying as a Chartered Accountant with ICAEW, Matthew jumped into industry and now specializes in finance and FP&A within the insurance and financial services space. Matthew volunteers with a number of industry committees (with a focus on helping young professionals), is a keen traveler (55 countries to date) and is currently working his way towards an MBA, part-time, with the University of Cambridge.

Home Institute:ICAEW

Nicola Bain

CLA, Chapter Team - New York Metro

Nicola is a Strategic Pursuits Leader in the Consulting and Accounting Solutions Team (CAST) at CLA. CLA focuses on creating opportunities for our clients, for our CLA family, and for our communities. Her role entails developing relationships with financial management, chief executives, and officeholders across a wealth of industries, both in New York and nationally, and being a trusted advisor in times of change. In addition, Nicola serves as a technical expert for CLA LLP and CLA Global on ISQM 1 implementation. Nicola’s previous positions include Senior Vice President within Internal Audit at Citigroup, and Senior Manager within the Global Assurance Quality group, and Assurance Banking & Capital Markets group at PwC.

Nicola is a graduate from Lancaster University, UK (BSc Business Studies) and spent one year at City University of Hong Kong. She is an Associate Chartered Accountant with the Institute of Chartered Accountants in England and Wales, and a Certified Internal Auditor with the Institute of Internal Auditors.

Home Institute:ICAEW

Sasha Raichand

Chapter Team - New York Metro

Sasha Raichand has over two decades of experience across industries – from aviation, professional services, banking and consumer packaged goods to real estate. Having worked across the US, UK, UAE and Asia, he has helped organizations grow their business and expand internationally. His recent focus has been on real estate which encompassed two years structuring real estate debt at Anglo Irish Bank and eight years at Brookfield Asset Management, which included establishing their India business. He currently works for Compass as a Real Estate Broker covering the tri-state area.

Sasha has a Masters in Finance from the University of Birmingham, UK and qualified as a Chartered Accountant from the Institute of Chartered Accountants of Scotland (ICAS). He is also the ICAS Ambassador representing the Institute and the interests of its members in the Greater New York Area.

Home Institute:ICAS

Liza Tan

Liza Tan

Chapter Team - New York Metro

Lisa is a Chartered accountant with more than 10 years relevant experience within financial services, manufacturing/trading, shared services, e-commerce/startup, private equity and IPO. Strong background in internal controls, capital markets (IPO/pre-IPO), PCAOB, USGAAP and IFRS.

Home Institute:CAANZ

Position Open

Position Open

Chapter President - Philadelphia

Matt Wheatley

Chapter President - Pittsburgh

Matt is CEO of Veritrove; a tech-enabled ESG & sustainability firm helping organizations drive business value beyond compliance. Matt is a Chartered Accountant (ICAEW) and has around two decades experience including CRO & VP leadership roles (revenue generation, strategy, change and P&L responsibility) in Fortune 500 and private-equity businesses.

Notably, Matt spent around 10 years in various positions at Centrica Plc / Direct Energy prior to the British utility selling the US brand to NRG for $3.6bn, and was part of the leadership of an energy technology business that successfully exited to a Huron/Blackstone backed private equity platform. Prior experience includes Grant Thornton, Exxon Mobil and Roffe Swayne (now Azets UK).

Home Institute:ICAEW

Position Open

Position Open

Chapter President - Portland, OR

Derek Watson

Chapter President - Pacific Northwest (Seattle)

With over 20 years in senior finance and fintech operator roles, Derek leads the Fractional CFO practice at Buchanan CFO. His resume includes Pricewaterhouse Coopers, Willis Towers Watson, Amazon, Resolve and numerous CFO and advisory roles at early-stage technology businesses. He is a member of the Institute of Chartered Accountants of Scotland and holds an MBA from IMD business school in Switzerland.

Home Institute:ICAS

Matt Dobson

Matt Dobson

Chapter Team - Toronto

Matt Dobson is a Senior Manager in Freed Maxick’s Audit Practice. Matt joined the firm in 2013 and has several years of experience in public accounting. Before joining Freed, Matt worked in the British Isles for KPMG, where he obtained the Associate Chartered Accountant (ACA) designation from the Institute of Chartered Accountants in England and Wales (ICAEW). On moving to the USA, he obtained the CPA designation.

Olivia MacDonald

Olivia MacDonald

Chapter Team - Toronto

Olivia is Director FP&A with Texada software in Toronto. She is a Chartered Accountants Ireland member and initially worked with PwC in Ireland.

Home Institute:CAI

Owen Power

Chapter President - Utah

I am a licensed CPA in the State of Utah, a member of the South African Institute of Chartered Accountants using the designation CA (SA) in South Africa and a Chartered Global Management Accountant using the designation CGMA.

Inder Marwaha

Inder Marwaha

Chapter President - Vancouver

Mr. Inder qualified as a Chartered Accountant (Institute of Chartered Accountants India (ICAI) in 2004. He started his practice in India in 2005. In 2008 he qualified as an Information systems auditor with ICAI. He has 19 years experience in the field of accounting and assurance. He also qualified as a certified concurrent auditor of banks with ICAI. He has experience of concurrent audits, statutory audits, stock audits, information system audits of India’s largest banks and co- operative societies. He has ample experience in audit for retail stores and manufacturing units in India. He migrated to Canada in 2015. In Canada he has worked for Insurance brokerage companies, retail jewelry stores and taxi companies, as an independent controller and financial advisor. He is also director for the Vancouver Chapter of ICAI since 2020. In 2022, he qualified for the Associate Chartered accountant designation with the Institute of Chartered Accountants in England and Wales. In 2023, he joined the non-profit organisation Chartered Accountants Worldwide Network USA to run its Vancouver chapter.

Home Institute:ICAEW

Jade Fester

Jade Fester

Chapter Team - Vancouver

Jade is a CA (SA) and Senior Manager F&A / Corporate Development with the Universal Group in Vancouver. Jade was previously with PwC in Cape Town, then Vancouver.

Home Institute:SAICA

David Freeman

Director of Corporate Governance & Chapter President - Washington DC Metro

David Freeman is an Account Executive at RDA Company LLC, a privately held digital consultancy based in Hunt Valley, Maryland. RDA provides advisory, design & build and optimization services through its digital sales, marketing & commerce and application development & modernization practices to help its clients achieve successful business outcomes with technology. David has been with RDA since his arrival in the United States in 1995 and served in various management capacities with RDA during this time.

Prior to RDA, David spent sixteen years at Arthur Andersen’s London office in the firm’s Audit and Business Advisory Practice. After starting out in the audit arena, David spent much of his tenure leading a variety of business and information technology consulting engagements in areas that included computer risk management and IT strategy. As Director of Audit Computer Services, David was also responsible for audit automation.

David is a Fellow of the Institute of Chartered Accountants in England & Wales, having qualified 1982 and is also a Member of the British Computer Society.

David serves as a Washington DC area contact member for ICAEW members and is also President of the DC Metro Chapter of CAW Network USA.

David lives in Potomac, MD with his wife and two children.

 

Home Institute:ICAEW

John McCourt

John McCourt

RSM US LLP and Chapter Team - Washington DC Metro

John is a Partner of RSM US LLP, a leading provider of consulting, audit and tax services focused on the middle market, with 14,700 professionals in 82 U.S. cities and six locations in Canada. We are the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with 51,000 people across 123 countries.

John leads the Ireland Practice in the US and with his other Country Practice leaders, is responsible for helping our globally active middle market clients navigate the regulatory, business, economic and geopolitical climate wherever they currently operate or seek to do business. John believes that the Chartered Accountant designation aligns with the global needs of our clients we serve.

A Chartered Accountant (FCA) with Chartered Accountants Ireland, John is also a Certified Public Accountant (Virginia) (CPA), a Certified Fraud Examiner (CFE) and certified in financial forensics (CFF) and received his Bachelor of Science degree in Accounting and Economics and Postgraduate Diploma in Accounting from Queens University, Belfast.

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