10th Annual Accounts Payable 2011 Conference & Expo® - Speaker Bios
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Speaker Biographies
Karen Anderson
Vice President of Compliance
Unclaimed Property Recovery and Reporting, LLC
Karen Anderson is a 23-year veteran of the unclaimed property industry. At UPRR, Karen guides businesses in achieving and sustaining compliance and in minimizing their unclaimed property liability.
Karen was Illinois unclaimed property administrator for five years and later, the first Director of the National Association of Unclaimed Property Administrators (NAUPA). Currently, Karen is Second Vice President of the Unclaimed Property Professionals Organization (UPPO), the Board liaison to the UPPO Government Relations and Advocacy Committee, a member of the National Association of Unclaimed Property Administrators Uniformity Committee and a member of the Securities Transfer Association Unclaimed Property Committee.
Karen holds a law degree from Loyola University of Chicago and is a frequent lecturer at on-site conferences, webinars and webcasts and has authored articles in a myriad of trade association publications including those issued by the Institute of Finance & Management (IOFM).
Jon Casher, APM
Senior Consultant, IOMA’s Institute Of Finance & Management (IOFM) Advisory Services;
President, Casher Associates, Inc.
Jon Casher has worked with IOMA’s Institute of Finance & Management (IOFM) since 1996, where he earned his APM (Accounts Payable Manager) certification and is a subject matter expert for the IOMA/TAPN Accounts Payable Certification Programs. He also provides consulting and extensive in-house workshops through IOMA's Advisory Services.
Jon has written two books and over 50 articles and currently speaks at over 20 conferences, web casts, and audio conferences each year. He has been a guest lecturer on information technology and entrepreneurship at the Harvard Business School, M.I.T.’s Sloan School of Management and Boston University. In addition, he was a lecturer at Boston University and Northeastern University where he taught graduate courses in Computer Science.
Jon is the President of Casher Associates, Inc. which consults in project management, process management and information technology. Jon was the co-founder and Chairman of RECAP, where he had been responsible for strategic planning and overall direction.
Jon has a B.S. from Cornell University where his major was Operations Research, an S.M. in Management from M.I.T.’s Sloan School of Management, and has completed course work towards a Ph.D. in Management from M.I.T.’s Sloan School of Management.
Dennis Cooper, MBA
Vice President, Operations Director, Accounts Payable
PNC Financial Service Group
Dennis is the Vice President, Operations Director, Accounts Payable where he is responsible for providing management, leadership; strategic direction and tactical oversight for PNC's Accounts Payable function; reporting to the Supply Chain Management Executive. Additionally, he is tasked with developing and executing best-in-class Procure to Pay and Expense Management strategies for the enterprise in partnership with PNC Finance and PNC Supply Chain Management.
Dennis’s 25 years of experience includes positions with Ringling Bros,& Barnum and Bailey Circus as the Director of Financial Shared Services and the CFO for the Magic Johnson Foundation, Inc. He also represented Accounts Payable with implementation of various software systems. (J.D.Edwards, Lawson, Concur T & E, Gauss Imaging/Workflow)
Holding a BS in Financial Management from Husson College and an Executive MBA from the University of Hartford.
Andy Core, MS
Motivation Expert
Author, Healthy Motivation
Over the past 19 years, Andy Core, MS has emerged as one of the most innovative, entertaining and sought-after speakers on work-life balance, health improvement and sustained motivation.
Speaking and training 60 times a year worldwide, Andy provides answers, inspires and challenges his audience to be more engaged in their work, their health and to get off the "I know I need better work-life balance" roller coaster.
Andy is a highly credentialed, award winning expert who has performed research on human performance, stress and sustained motivation. His success rate at moving people from "I know I need to be more balanced..." to productively living that way is 13X the national average.
Marianne Couch, JD
Principal
Cokala Tax Information Reporting Solutions, LLC
Marianne Couch, JD, a co-founder of the Cokala Tax Group, is an advisor on U.S. federal and state tax information reporting compliance. She is a frequent lecturer at major tax conferences, on the Editorial Advisory board for IOFM’s Managing Accounts Payable newsletter and the author of IOFM’s Master Guide to Form 1099 Compliance and numerous published articles. She served for many years prior to 2007 as Research Director of Balance Consulting, and chaired special training and advisory services provided to large organizations and academic and nonprofit institutions. She is a former member of the IRS Information Reporting Program Advisory Committee (IRPAC), where she served as Chair of the IRPAC Subcommittee on Small Business and Self-Employed (SBSE) tax issues. In this capacity, she testified annually before the IRS Commissioner on issues of concern to the information reporting community. Earlier, Marianne served as a Research Attorney for the Michigan Court of Appeals.
Rob DeVincent
Vice President of Product Marketing
Corcentric
Mr. DeVincent joined Corcentric in 2010 as Vice President of Product Marketing and is responsible for the product roadmap of COR360 Accounts Payable Edition. He is leading the future market growth in the Accounts Payable area and ensuring COR360 remains one of the leading products in the market. He is the host of his own AP educational webinar series as well as being a frequent speaker at various AP tradeshows including Pay Stream Advisors, IAPP, IOMA/IOFM and TAPN.
Mr. DeVincent has a strong background in Accounts Payable workflow and accounting best practices. Prior to Corcentric, he was Vice President of Product Marketing at Archive Systems for 6 years in a similar role as Corcentric leading the roadmap for the Archive Systems ASPEN accounts payable solution. Prior to Archive Systems, he was Senior Manager of Finance Process Redesign at Avon Products Inc. where he was dedicated to automating and streamlining the accounting and AP functions using technology and best practices. He has held various other positions over his 13 year career at Avon including General Staff Accountant, Financial Planning Analyst and Accounts Payable Manager.
Chris Doxey, CAPP, CCSA, CISA
Vice President, Business Development
Business Strategy, Inc.
Chris Doxey has held senior finance, internal controls, and controller positions at Digital Equipment Corporation, Compaq Computer Corporation, and Hewlett Packard. As a result of her background in internal controls, she was recruited to implement the SOX 404 requirements at MCI (Formerly WorldCom). She was previously the Vice President of Account Management at APEX Analytix and currently holds the position of Vice President of Business Development at Business Strategy, Inc. Besides internal controls, Chris has an extensive background in accounts payable, procurement, payroll, logistics, project management, and financial process and system integration.
She holds a BA in English, a BS in Accounting, an MBA, and a Graduate Certificate in Project Management. She is a Certified Accounts Payable Professional (CAPP) and holds a Certification in Controls Self-Assessment (CCSA) and is a Certified Internal Controls Auditor (CICA). She has been a member of the International Accounts Payable Professional (IAPP) organization for 10 years and is president of the DC, MD, and NOVA Chapter. She is a regular contributor to the White Collar Crime Fighter Newsletter, and New Perspectives published by the Institute of Healthcare Internal Auditors (AHIA). She is also a member of the IIA, IHIA, ISM, and ACFE.
Chris is a sought after speaker and thought leader. She has published two handbooks, "Implementing a Controls Self Assessment (CSA) Program in your AP Department" and “ Accounts Payable Leadership Skills.”
Diane J. Gee, APM
Manager Accounts Payable
DRS Sustainment Systems Inc.
Diane J. Gee, the recipient of IOFM’s AP Manager of the Year, Mid-size Company, for the year 2003. Ms. Gee, Manager Accounts Payable, with DRS Sustainment Systems Inc., a Finmeccanica Company is highly skilled in setting priorities and implementing projects. Diane has over 30 years experience in the Accounts Payable Arena and has been a proponent of change, which has brought significant improvements to Account Payable Processes. As a member of the Advisory Board for IOMA/TAPN Accounts Payable Certification, she has instructed various Pre Certification reviews, with very good test results. She is a graduate of Webster University, majoring in Business Management with emphasis on Accounting.
Ms. Gee has played a major role in implementing several processes which has enhanced the current Accounts Payable Department and provided companywide productivity improvements, as well as significant cost savings. New processes include: ERS Payment Process; VISA P-Card Program; Scanning Invoices for Approval prior to payment. She was involved with bringing sister divisions onto the P-Card Program as well as automating various AP processes. Ms Gee has represented Accounts Payable with implementations of various software systems. (PIOS, GEAC, ORACLE, Concur Travel).
Ms. Gee realizes that implementation is only the beginning and continues to review current process for improvements which contribute to the Accounts Payable Department’s commitment towards meeting the goal of: Customer Satisfaction through Continuous Improvement and Teamwork and Improved Cash Flow!!
Jessica Hill-Johnson
Director of Accounting
Amgen Inc.
Jessica Hill-Johnson has been a Director of Accounting at Amgen Inc. since 2007. Prior to working at Amgen Inc. Jessica spend 10 years working as a Management Consultant for PwC and IBM helping companies implement ERP systems, process and organization redesign. Additionally, Jessica has worked at several large companies including JC Penney, Sony Pictures Entertainment and Avnet Inc. Jessica’s areas of expertise are Procure to Pay, finance and accounting. To date Jessica has led or participated in 3 SAP financial implementations and 2 PeopleSoft financial implementations as well as numerous organization transformations. Jessica has Bachelor’s degrees in Marketing and Management and an MBA.
Rosanna Hollingsworth, APM
Accounts Payable Manager
The Children’s Hospital of Philadelphia
Rosanna Hollingsworth is a 25 year veteran of the Healthcare Accounting Industry. At The Children’s Hospital of Philadelphia, the nation’s #1 Pediatric Hospital, she has served for 18 years as their Accounts Payable Manager. An APM and ECM Practitioner, she is the leading AP SME at CHOP, instrumental in helping build the roadmap leading to a successful AP Automation Project. Some recent accomplishments include standardization and consolidation of the vendor master file, facilitation of cash discounts, coaching of AP staff for APS certification, and managing ACL Continuous Controls Monitoring for recovery of duplicate payments. She is a summa cum laude graduate of Widener University, with a degree in Business Administration – Accounting. Rosanna looks forward to the future of CHOP with AP automation and working to achieve world class status.
Henry Ijams, APM
Managing Director
PayStream Advisors
Henry is the Managing Director and Founder of PayStream Advisors, a research and consulting firm focused on helping Fortune 1000 companies improve their back office financial operations by delivering unbiased, third-party market trend information, assessments of financial automation technology, and innovative ideas to business leaders in healthcare, consumer billing, finance, treasury, accounts receivable, and accounts payable.
Henry’s 23 years of experience includes positions with Citibank and Ernst & Young’s Financial Services Consulting practice, and through his consulting and publications on automation strategy he has developed a leadership position in the finance industry. He is widely quoted by such publications as Treasury & Risk Management, the AFP Journal, Document Management, Financial Times, CFO, and the American Banker.
Holding a BS in Management from Rochester Institute of Technology and an MBA from the UNC Kenan-Flagler School at Chapel Hill, he currently resides in Charlotte, NC with his wife and three children.
Robert S. Jaffe, BSME, MBA
Executive Managing Director
VPO Services, LLC
Robert advises F-1000 corporations on new approaches to improve working capital processes and cash management in payables, receivables and banking services. He specializes in conducting fact-based Opportunity Analyses in these functions and implementing best practices.
Robert developed Vendor Payment OptimizationTM(VPO), which he has implemented in more than 100 accounts payable and procurement functions. He brings to these engagements significant experience in SAP, JDE, PeopleSoft and other applications relating to financial processes.
Prior to founding VPO Services LLC, he was Director of the Treasury and Working Capital Services practice at RSM McGladrey for 20 years. Previously, Robert was vice president of cash management at Chase Manhattan Bank and NatWest, where he pioneered development and application of computer models and banking service tools to improve float and reduce costs.
He presents Vendor Payment Optimization at IAPP, NAPP, AFP, and IOMA and is a member of the International Accounts Payable Professionals, Association for Financial Professionals,and National Association of Payables and Procurement and a Certified Golf Teaching Professional - U.S. Golf Teachers Federation
Ted Klein, APM
Chairman
Klein Consulting
Ted Klein is a consultant specializing in accounts payable with specific emphasis on automation, payment cards, travel and internal controls. He also speaks at conferences and webinars on these topics. His experience in the accounts payable field exceeds 30-years.
He was the Education Director for IOMA where he administered and taught classes in the IOMA/TAPN AP Certification programs. He also developed and taught e-learning programs on purchasing cards. Prior to joining IOMA, Ted managed Accounts Payable, Corporate Benchmarking, Purchasing Card, Corporate Card, Expense Reporting and related financial functions at General Motors before his retirement in 2002. At GM, he implemented Electronic Receipts Settlement (ERS), imaging and workflow, Electronic Data Interchange (EDI), purchasing cards, fleet cards, one card, ACH payments and their Customer Service Center. Ted also helped to create GM’s Shared Service Center.
Jerri Langer
Principal
Cokala Tax Information Reporting Solutions, LLC
Jerri Langer is a founding member of Cokala Tax Information Reporting Solutions and is a nationally recognized information reporting and withholding consultant who provides a wide range of tax advisory services to many Fortune 500 companies around the world. She received her JD and LLM in Taxation from the University of Florida - College of Law (1982) and is a member of the Florida and Michigan bars. She is currently a member of the IRS Commissioner’s Information Reporting Program Advisory Committee (IRPAC). This is her second IRPAC appointment; she previously served in 1999-2000 and was Subcommittee Chair on Legislation and Regulatory Matters. Jerri was the founding Government Relations Chair for the National Association of Tax Reporting and Payroll Management (NATRPM) and served on the NATRPM Board. Jerri is the author of Aspen Publishers’ Ohio Payroll Guide, co-authors Aspen Publishers’ California Payroll Guide and contributes to Aspen’s The Payroll Answer Book, all widely circulated publications.
Arnold P. Leap
Executive Vice President of Sales & Marketing; Chief Technology Officer
Direct Insite
Mr. Leap joined Direct Insite in 1997 as Director of Development and Engineering. Mr. Leap combines his software development, data modeling and networking experience to deliver new product offerings that meet the needs of Direct Insite customers.
A number of key Direct Insite technologies, including those behind the Company’s Invoices on Line and Electronic Billing and Payment products, were developed by Mr. Leap and his team. He leads the Company’s research and development activities, and is responsible for introducing and delivering new product offerings. Prior to joining Direct Insite, Mr. Leap was MIS Manager and Director for AMP Circuits, Inc., a subsidiary of AMP.
Mr. Leap earned his Bachelor of Science degree from the New York Institute of Technology with a major in Computer Science and a minor in Business Administration.
Carol S. Marsh
Accounts Payable Process Lead
Hypertherm, Inc.
Carol is a certified Six Sigma Greenbelt and a graduate of Burdett School of Business, Boston, MA, earning her degree in Business Administration and Accounting. She has been a Process Lead for Accounts Payable for the past three years. Her 21 year career at Hypertherm, Inc. has had an emphasis on project management. Playing key roles in projects since 1999 with the implementation of an Oracle ERP system, she since has contributed in advancing payables technology at Hypertherm, Inc. Implementations include but are not limited to automated electronic payment systems, imaging software, evaluated receipt settlement (ERS), EPayables and Purchasing Card programs. Carol has contributed in improving key processes which have enhanced Accounts Payable and supported a DPO greater than 40.
Hypertherm, consistently named one of the best places to work in America, has more than 1,000 associates along with operations and partner representation worldwide. Hypertherm, a leader in global Corporate and Social Responsibility designs and manufactures the world's most advanced plasma cutting systems for use in a variety of industries such as shipbuilding, manufacturing, and automotive repair.
Pam Miller, APM (with distinction)
Education Director, AP Certification Programs and Editor, AP Publications
IOMA's Institute of Finance & Management (IOFM)
Pam Miller is Education Director for IOFM, responsible for managing its AP certification programs and is a consultant for IOFM’s AP Advisory Services. She is an IOFM AP Manager of the Year and is a training instructor in the IOMA/TAPN AP certification program. She was the first candidate to earn AP certification as an Accredited Payables Manager (APM) with distinction. Pam is one of the most popular speakers at IOFM’s AP conferences.
Previously, Pam was Director of Accounts Payable at Building Materials Holding Corporation where she has been managing the AP Department since 1995. Pam earned an AB cum laude from Barnard College of Columbia University, although she began her accounts payable career in a lumberyard and worked her way up. She views AP as a manufacturing process – invoices are the raw material and payments the finished product. She says she likes to think that her department is on the leading edge in implementing new AP processes.
Dan Parnas
P2P Consultant
Epiphany Supply Chain Solutions
Dan Parnas is a P2P consultant and is based in Northern California. Dan has 20 years of Finance, Accounting & Payroll Operations experience, including the last 7 years building one of the first true Procure to Pay Organizations, merging the Accounts Payable and Indirect Procurement groups at Charles Schwab & Co., Inc. into one distinct and high performing organization. Dan has worked in a number of companies in various industries, such as Charles Schwab, The Gap, Inc., Nextel Communications and Lucas Digital/Industrial Light & Magic.
Prior industry roles include Director of Procure to Pay for Charles Schwab & Co., Inc., responsible for Accounts Payable, Procurement, T&E Reimbursement, Reporting, Analytics and Controls. During his 13 year tenure at Schwab, Dan also drove sourcing initiatives in indirect spend categories that resulted in multi-million dollar annual savings, and led company-wide paperless web-based, self-service initiatives.
Dan holds a Bachelors Degree in Business Economics from UC Santa Barbara.
John Peretiatko
Director of Financial Systems
Zappos IP, Inc.
John Peretiatko, senior director back-office systems for Zappos IP, Inc, is responsible for delivering wow through service for all back-office systems including SAP, Business Objects, BPC, and other internal systems. He joined Zappos in 2007 as part of the initial SAP implementation. Prior to Zappos he was the managing partner for the SAP consulting partner Anthem SI LLC. He has been working with SAP products for over 15 years in various industries including Retail, Apparel, Footwear, Public Sector, and Aerospace and Defense.
Philip Polizzotto
Executive Director
Morgan Stanley
Phil is the Global Head of Accounts Payable responsible for all strategic, financial, and operational functions. He has been with Morgan Stanley since 1997. He manages their Accounts Payable alternate sourcing initiative to effectively reduce labor costs, expand the firm’s global footprint and has created a global center of excellence for shared services. He is responsible for consolidating various tools and applications, standardization of processes, expanding policies and expense management and reducing the cost of services without compromising service or quality.
Michael Praeger
Co-Founder and CEO
AvidXchange
Michael Praeger is the Co-Founder and Chief Executive Officer of AvidXchange, Inc, the leading provider of on-demand accounts payables management and automated payment solutions. Since founding AvidXchange in 2000, Michael has been an active participant and speaker on "payables automation" at various industry conferences and considered a thought leader within the industry in developing creative solutions and best practices for payables and payment automation.
Michael has spent the last 20 years founding, managing, merging and selling technology and web services-related companies. Prior to establishing AvidXchange, Michael was Co-Founder of PlanetResume.com, a technology career enhancement and recruiting site that successfully completed its merger with CareerShop.com and CareerTV.net in November 1999. Prior to that, he was Co-Founder and CEO of InfoLink Partners and InfoVentures, LP. Michael also served as an Associate with Summit Partners, a Boston-based Venture Capital and Buyout partnership with more than $1 billion under management. He received a B.S.B.A. in Finance from Georgetown University.
Scott S. Schaefer, CTP, APM
Sr. Treasury Manager
Zappos IP, Inc.
Scott S. Schaefer, CTP is currently the Sr. Treasury Manager at Zappos.com, where he focuses on the areas of bank account structuring/management, cash and liquidity management, cash forecasting and investing and online payments management. Scott also has oversight in regards to Accounts Payable management focusing on metric reporting and analysis, new system implementation, new payment methods and process improvement. Other responsibilities include 401(k) Plan and demographic analysis and plan administration.
One of Scott’s achievements includes creating and running a self study program for the Accounts Payable department to obtain either APS or APM certifications including several other members within Finance organization. At the conclusion of the training, over 85% of the entire department was APS/APM certified and the department received the AP Department Platinum Certification.
Prior to Zappos.com, Inc., Scott worked for a boutique investment and wealth management firm, Partners Financial Group, in Las Vegas that managed over $100 million in assets earning his Series 7 & 66 and health & life insurance licenses. Prior to PFG, Scott was employed by Ernst & Young in San Francisco working in their Valuation group focusing on intangible assets valuation and impairment testing for goodwill and business combinations.
Schaefer is currently a Certified Treasury Professional and Accredited Payables Manager. Scott earned his Bachelor’s of Science from the University of the Pacific in Stockton, CA in Business Administration with Finance Concentration, and then earned his MBA with a Finance Concentration also from Pacific.
Jeff Schroeder
Corporate Controller
The David J. Joseph Company
Jeffrey Schroeder is a Corporate Controller at The David J Joseph Company in Cincinnati, OH. He currently serves as the project manager for DJJ's efforts to centralize, streamline and automate business processes surrounding the procure-to-pay lifecycle. Jeffrey began his tenure with DJJ in Internal Audit following five years with Marriott Hotels and Resorts, where he served as a Director of Finance. Jeff received his BS in Finance from the University of Maryland and his MBA from Xavier University,
Maggie Smith
Sr. Product Marketing Manager
Kofax, Inc
Maggie Smith is the senior product marketing manager at Kofax. She is responsible for the marketing plan, programs and market requirements for Kofax’s AP Automation solutions. Maggie has 25 years of product marketing experience and previously held positions with Crossbeam Systems, NMS Communications, Sun Microsystems, Polycom, Picturetel and Hewlett-Packard. She holds a BA in Business Marketing from University of Maryland and an MBA in Information Systems & Accounting from DePaul University.
Dave Wasserman, MBA, MS
Director of Accounts Payable
Einstein College of Medicine
David J. Wasserman joined Yeshiva University in March of 2010 as Director of Accounts Payable. Mr. Wasserman is responsible for the transition of the University’s Accounts Payable Department from a tactical approach to strategic, and implementing proven best practices, processes and technology in order to increase productivity while reducing costs. This includes implementing a Procure-To-Pay process and transition from legacy systems to ensure that the Accounts Payable operation is in compliance from procurement to payables.
Mr. Wasserman is the recipient of the 2010 Yeshiva University, Change Management Innovator award and is recognized as a leader maximizing the use of technology in the day-to-day Accounts Payable process. Prior to his employment at Yeshiva, David was Director of Purchasing and Accounts Payable at Mercy College in NY responsible for launching the successful implementation and training of Sungard Higher Education’s Banner ERP throughout five campuses. He has also worked in the private sector as a Director of Operations. Mr. Wasserman earned a bachelor’s degree from Manhattanville College in Purchase, NY, and holds two graduate degrees in Management and Public Accounting, from Metropolitan and Mercy Colleges.
Mary Watkins, RN, APM
Accounts Payable Manager
Kaiser Permanente, Colorado Region
Mary Watkins has over 30 years in the Health Care industry working both in a clinical setting as a Registered Nurse and now in Finance as the Accounts Payable Manager for Kaiser Permanente in the Colorado Region. Mary obtained her APM certification in 2008 from IOMA's Institute of Finance and Management (IOFM).
She has broad experience in project management including planning and implementation and has developed intensive investigatory and audit skills. Mary also manages an extensive P-Card program and has just completed the successful pilot of a new MFA (Medical Financial Assistance) card program for Kaiser Permanente. Mary recently oversaw the design and implementation of a new work flow system which has afforded the Colorado Region to become the forerunner in automating Accounts Payable processes for Kaiser Permanente.
Penny Weller, PhD, CMA
Senior Director Finance Shared Services
The Hackett Group
As a Six-Sigma Black Belt and Certified Master Trainer, Penny Weller provides a wealth of Pfizer-Pharmacia shared services experience leading key accounting and finance functions. She managed large-scale merger and system transitions and process improvement initiatives in activity based management and balanced scorecards. She is past IMA Michigan Council president and current Kalamazoo chapter director.
The Hackett Group, a strategic advisory firm and an Answerthink company, is a world leader in best practice research, benchmarking and business transformation services that empirically define and enable world-class enterprise performance.
Linda Wybrow, APM
Accounts Payable Manager
OpenText Corporation
Linda has been working in the Accounts Payable field for over 25 years. Since 1999, Linda has had the opportunity to work in the global, ever changing and dynamic high tech industry at OpenText Corporation. Linda contributed to the successful implementation of SOX controls for Accounts Payable in 2004. She was a key player in the implementation of the ERP system (MSD Great Plains). Her role at OpenText allowed her the opportunity to integrate over 20 acquisitions into Accounts Payable processes and systems.
Based in Waterloo, Canada, Linda lead the AP team to implement a centralized model in 2009 servicing about 25 countries spread over 70 legal entities. As OpenText continues to acquire and grow, Linda continues to find solutions for improving customer service and to follow a continuous improvement model with her Accounts Payable team.
Betsy Williams-Campbell
Accounts Payable Manager
The Paradies Shops
Betsy manages a team of 22 professionals responsible for day-to-day Accounts Payable operations and well as for implementing process improvements and enhancements.
Prior to joining The Paradies Shops, she worked for Home Depot At Home Services where she was responsible for Accounts Payable, Accounts Receivable, 3rd party storage and imaging. Vendor relations, Vendor meetings, reconciliation and dispute process for invoices. She was also the liaison between store returns and vendor.
Betsy was Controller at Sodexho/Marriott where she was responsible for P&L, budgets, cash management, audits, AP and AR.
She has an MBA from Regis University where she majored in Finance.
Diane L. Yetter
President
YETTER
Diane L. Yetter is is a strategist, advisor, speaker and author in the field of sales and use tax. She is president and founder of YETTERTM, a sales tax consulting and tax technology firm in business since 1996. She is also the founder of The Sales Tax Institute, a premier think tank that offers live and online courses to educate business professionals about sales and use tax. Ms. She is a Certified Implementation Partner and Trainer with Sabrix as well as a Certified Training and TDM Specialist for Vertex, Inc.
Diane is a member of the AICPA, Chicago Tax Club, Chicago and Chamber of Commerce Taxation Committee, the Association for Computers and Taxation, and the Institute of Professionals in Taxation. She is a member of the Practitioner Connection with the Council on State Taxation, and represents client concerns on a number of task forces. Diane serves on the Executive Committee of the Board of Advisors, University of Kansas School of Business where she is also an adjunct professor, teaching topics on state and local taxation and entrepreneurship. Diane also serves on the Editorial Advisory Board for Managing Accounts Payable newsletter published by IOMA’s Institute of Finance & Management and, author of its 2011 report on Sales and Use Tax Compliance, Reporting and Automation.
Jack Zencheck, CPM
Chief Procurement Officer
Einstein College of Medicine
Jack Zencheck joined Yeshiva University in January 1988 as Director of Purchasing responsible for directing the procurement functions of the University and its Albert Einstein College of Medicine. In 1998, Jack was promoted to University Director, where his responsibilities expanded to include contracting, fleet management and became a strategic member of the VP of Business Affairs staff. Currently Jack is Chief Procurement Officer with responsibility for Purchasing, E-commerce, Accounts Payable, Energy and Sustainability, Bookstores and Travel. As part of his Sustainability responsibilities Jack coordinates the University’s commitment to the American College and University President’s Climate Commitment (ACUPCC) by chairing the University’s Energy and Sustainability Task Force. Jack is also a member of the President’s University Advisory Council.
Prior to his employment at Yeshiva, Mr. Zencheck held various positions at General Foods Corporation. He was Associate Purchasing Manager responsible for worldwide research procurement.
Mr. Zencheck earned his bachelor’s degree from the State University of New York Downstate Medical Center, and his Master’s from C.W. Post College of Long Island University.
Mr. Zencheck is a Certified Purchasing Manager (C.P.M.) awarded by the Institute for Supply Management. He received a Lifetime Certification in August 2001. He is listed in Who’s Who in U.S. Executives – 1990. Mr. Zencheck authored two United States Patents on low calorie foods that resulted in development of a new cereal product with total sales of $l00 million per year.
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