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Leadership
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  Executive Officers

 
David Powell FCA (ICAEW)
President
           
David Powell is working for IBM Global Process Services as Global Brand  Manager  based near Boston, MA. He was previously  in a global role as a Finance Leader in the BAO Center of Competence, with responsibility for Finance focused solutions using IBM software assets. David joined Cognos, now part of the IBM Software Group, at the start of 2007, to build a North American specialist services practice for Cognos’s Consolidations software products.

David has significant experience in Hotel software management and accounting systems, having worked at senior levels at Holiday Inn Worldwide (now Intercontinental in Brussels, Belgium) and Starwood Hotels (Braintree, MA), as well as moving to the USA in 1998 as the worldwide process owner for accounting for JD Edwards (ERP software).

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. David is an FCA of the England & Wales Institute.  He previously served as President of the New England Chapter.
 

 
 

Natasha Holbeck CA CPA (SAICA)

Vice President

Natasha Holbeck is a New York City based audit and assurance Partner at Deloitte, serving both domestic and multinational clients. Currently in the investment management industry, Natasha also has significant experience in the consumer business and Japanese Services industries.

She has completed an assignment in the Deloitte National Office working in the auditing standards group, where her time was focused on assessing new accounting and auditing standards related to fair value measurements. During this time she also served as the subject matter lead for financial instruments and the National Office liaison for the alternative investments SMR group.

 
She is a licensed CPA and Chartered Accountant (South Africa). Natasha represents Deloitte on the NY Metro committee of NEW (Network of Executive Women). She is also a member of the AICPA, AWSCPA and NASBA.

 

Timothy Clackett

Secretary

Tim is a BDO USA, LLP assurance partner with over 32 years of accounting experience working in public accounting as well as in the private sector as a corporate vice president and controller. He has worked with a wide variety of national and international public and privately held clients in the manufacturing, cleantech, distribution, technology, entertainment, and service industries. In addition to his responsibilities in accounting and auditing, he assists clients on a wide range of financial matters, from acquisitions to daily operations to ongoing financial advice and strategic approaches.

Prior to joining BDO in Los Angeles, Tim ran his own tax and accounting practice in the UK and also spent four years as Vice President of Finance at IDG. He started his career with Binder Hamlyn in London and is both an ICAEW and an AICPA member.”


 

 
 

Robert McDonald

Treasurer

Robert is a financial professional in the Dallas area. He has 20 years of experience in treasury, audit, financial management and information systems. Robert has worked with a variety of companies, including Coopers & Lybrand, SNC Lavalin, Rexel, McAfee, Furmanite and GameStop. His previous Board position within ACAUS have included Secretary and Canadian Home Institute Representative.  Robert is a Canadian CA (CPA Canada) and a Chartered Financial Analyst designation holder.

Robert McDonald has been the Canadian Institute Representative for the ACAUS Board since 2010 and was Secretary from 2008-2010.

 

 

Executive Director

 

 

Sasha Carlson (CPA Canada)

Sasha Carlson is a Chartered Accountant (CPA Canada) and is the Executive Director at the Association of Chartered Accountants in the US (ACAUS), a vibrant, successful and connected professional network of well-qualified accountants from around the world.

Sasha moved to Houston from Calgary, Canada, where she had articled with PwC. After a number of years with Canadian Pacific Railway, Sasha formed her own consulting company. In Houston since 2008, Sasha has continued to work in a private capacity, including contracting with ACAUS since 2013.  Her previous work with ACAUS included member management, implementing online networking and collaboration initiatives and transitioning executive director responsibilities. 

Sasha joined ACUAS in 2010. In her current role as Executive Director, Sasha manages the operations of this 7,000 member organization, maintains and develops relationships with Institute Executives as well as other strategic partners, communicating updates to the membership through on-line networking and collaboration platform and is “Janey - on - the spot “ for any other requests that pass her way.

Sasha can be contacted at executivedirector@acaus.org or by phone at 713-205-3890

   

 At Large Board Members

Michael Dexter-Smith 

Michael Dexter-Smith FCA (ICAEW)

At Large Board Members

Mike qualified as a CA in the UK. He qualified and worked for Price Waterhouse for nine years, in audit, computer audit and small business, in Leeds, Cleveland, Wellington, and finally in Boston. He left PW to focus on the software industry, initially as CFO, but then as a CEO with four companies over the last 27 years, working with a broad range of Venture Capitalists. He also has experience at a senior level (board or consulting) in Biotech and Computer hardware and sat on a NASDAQ board for a while.
 
Today, Mike runs a private equity firm called Pine Brook Ventures (dba Xtremesoft) which has a number of holdings in traditional software markets: innovative cloud and handheld computer software: medical and computer appliance ideas and companies; in ideas that help deploy new products and materials in low tech arenas; helps devise and deploy new economic models and looks at innovative solutions to removing or repurposing waste & pollution from our world.

 

 

David Freeman FCA MBCS (ICAEW)

Washington DC Metro Chapter President

David Freeman is an Account Manager at RDA Corporation, a privately held company based in Hunt Valley, MD, that develops and integrates custom software solutions for its clients. 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 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 area Chapter of ACAUS.

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

   

Home Institute Representatives

 

Chris Easton

NZICA Representative

 

Chris Easton is the Founder & CEO at Applied Logic Software in Boston.  The firm provides Cloud based Financial, Supply Chain and ERP applications to SMB and Enterprise level companies worldwide.  Previously, Chris was at Progress Software where he was responsible for the worldwide marketing strategy and business development for over 2500 channel partners.  Prior to this Chris was involved as Managing Director of software companies in both New Zealand and Canada as well as holding Internal Audit and Finance Accounting positions at New Zealand Steel, and IT Strategy within the Noranda Group Canada.
 
Chris is a CPA and CA with the New Zealand Institute of Chartered Accountants and serves as the current ACAUS NZICA Representative.    Chris is also an active Angel Investor and member of  Launchpad Ventures the largest angel investing group in the Northeast.
 
 
 

Graeme Cosh CA, CPA
ICAS Representative

Graeme Cosh is the Head of Global Accounting Policy at Liberty Mutual Group Asset Management in Boston.  The firm manages the $75b investment portfolio of its parent, Liberty Mutual Insurance Group, a Fortune 100 company.  Liberty Mutual also has a significant global presence operating in 27 countries in Latin America, Europe and Asia. Graeme’s responsibilities include setting and implementing technical accounting and financial reporting guidance under US GAAP and IFRS, liaison with the FASB and IASB, and providing internal training to global accounting teams.
 

Graeme is a graduate of the University of Strathclyde and was admitted as a member of the Scottish Institute in 1989 having trained with Ernst and Young, and worked with E&Y in the Cayman Islands after qualification before moving to the US in 1993.  He has spent the majority of his career in various roles in audit and reporting in the financial services industry.  Prior to joining Liberty Mutual, Graeme was controller of John Hancock’s annuities division, and was also in the financial services practice of Deloitte & Touche.


 
 

Mark Coles, FCA CPA

ICAEW Institute Representative

Mark has over 15 years of experience in corporate and project finance, financial reporting, taxation, financial planning & analysis and financial operations & controls with emerging, middle market and public companies.

Mark is an active member of the Institute of Chartered Accountants in England & Wales. Mark was elected to the ACAUS Board of Directors in 2001, where he also serves as the ICAEW Representative.

 

Conall McGonagle (CAI)

New York Metro Chapter President

Conall is Chief Risk Officer and a Managing Director in KBC Bank USA.

He is a FCA of Chartered Accountants Ireland and holds the following certifications: FRM, CISM, CAMS, CIA, CRMA, CFSA.

Conall studied International Business with French for his undergraduate studies at the National University of Ireland, Galway and did a Master of Accounting degree in the Smurfit Business School in Dublin. He worked in the KPMG Financial Services Audit practice in Dublin for 6 years. During this time, Conall qualified as a Chartered Accountant, worked as a Manager for a few years and spent extended periods working in Chicago and in Luxembourg.

Conall moved to the USA in 2009 and last year became a US Citizen. He lives on Roosevelt Island in New York with his wife and three children. 

 


 
 

Lindi Jarvis CA CFA CPA (Canada)

CPA Canada

Lindi Jarvis is a managing director in the FTI Consulting Forensic and Litigation Consulting practice and is based in Seattle. Ms. Jarvis specializes in forensic accounting and litigation consulting. She has international experience in a wide range of large-scale financial investigative assignments and litigation assistance.

Ms. Jarvis’ financial investigative assignments have included hedge fund investigations, forensic accounting investigations, financial reporting investigations, financial fraud investigations and white-collar crime investigations. Ms. Jarvis has performed numerous investigations in matters involving SEC financial reporting, alleged money laundering, violations of the Foreign Corrupt Practices Act (FCPA) and other fraudulent activities. Ms. Jarvis’ FCPA experience includes leading financial and forensic accounting investigations on a global basis, including investigating allegations of inappropriate behavior and suspected violations of the FCPA by U.S. Corporations, agents, distributors or foreign operating divisions. In addition, Ms. Jarvis has been involved in assisting a Fortune 50 company implement an FCPA compliance program which incorporated the review of the operations in specific high risk countries. Ms. Jarvis has worked on behalf of management for companies under investigation by government agencies; for special committee counsel conducting investigations; and for counsel in a post-investigation monitoring or remediation capacity.

Lindi served as President of ACAUS between 2010 & 2012.

 

Buks Moolman

SAICA Representative

Buks has many roles and has functioned in various business capacities:

President of Board of Governors, Independent non-voting Audit Committee Chairman, Independent Advisor to Board Directors, Audit Partner, Adjunct Professor and seasoned financially oriented operational executive. Experience in accounting policies, business combinations, financial statement audits, complex accounting issues, impairment analysis, purchase accounting, revenue recognition, GAAS, GAAP, IFRS (various international qualifications) and operational matters. Qualified financial expert (“QFE”).

 He is also a past recipient of the CPA Technology Advisors “40 Under 40” Award.
 
Buks is based in Boston and is a member of the New England chapter.
   Large Chapter Presidents
 

Conall McGonagle (CAI)

New York Metro Chapter President

Conall is Chief Risk Officer and a Managing Director in KBC Bank USA.

He is a FCA of Chartered Accountants Ireland and holds the following certifications: FRM, CISM, CAMS, CIA, CRMA, CFSA.

Conall studied International Business with French for his undergraduate studies at the National University of Ireland, Galway and did a Master of Accounting degree in the Smurfit Business School in Dublin. He worked in the KPMG Financial Services Audit practice in Dublin for 6 years. During this time, Conall qualified as a Chartered Accountant, worked as a Manager for a few years and spent extended periods working in Chicago and in Luxembourg.

Conall moved to the USA in 2009 and last year became a US Citizen. He lives on Roosevelt Island in New York with his wife and three children.

 

         
 

Neil Kapur (ICAEW)

Northern California Chapter President

 

Neil has been in the United States since 1986 and has worked in internal audit for the banking industry.  Worked with Bank of America, Wells Fargo, Union Bank, and Fremont Bank. As an internal auditor Neil specialized in auditing capital markets and wealth management lines of businesses.  Currently doing consulting assignments for financial institutions and credit unions in the Bay area.

Neil articled with a medium sized firm of Chartered Accountants in London and then worked with KPMG supporting their banking clients.  He also worked as a financial controller with several computer companies in London.  Before immigrating to the United States he worked in Saudi Arabia and Germany as a financial administrator and an auditor.

Neil is an avid tennis player and loves living in the San Francisco Bay Area with his wife and enjoying the various restaurants and cuisines the region has to offer. Neil is originally from India and after completing his high schooling there moved to London to study accountancy.

 
 
 

John Weaver

Southern California Chapter President

John qualified as a CA in Liverpool, England and then joined the Metal Box Ltd. in London. In 1978 he co-founded a music television production company with offices in London, New York and Los Angeles. Clients included Paul McCartney, Stevie Wonder and Michael Jackson. His music videos’ many special effects lead him to a position as head of production at George Lucas’s Industrial Light & Magic.
 
His experience producing visual effects for major motion pictures enabled John to launch into consulting the Hollywood post-production community, film producers and film studios. His focus was on the strategic, business and financial challenges of transitioning from traditional film techniques into the digital domain.

He is now a financial services advisor based in Southern California with clients throughout the United States. John specializes in alternative methods of funding employee benefits, the formation of closely held insurance companies and the advanced use of life insurance for tax advantaged investment planning.

John is a member of the British Academy of Film and Television Arts and The British American Business Council. He has been a life long player and follower of cricket, football and tennis. John sits on the board of Streetlights, a charity that trains minority, disadvantaged young people to work behind the camera, in movies, television production and commercials. John likes to play piano and practice tai chi chuan.

John lives in Los Angeles with his wife, daughter, two cats and a dog.

 
 

Paul Johnston (ICAEW)

New England Chapter Head

 

Paul has twenty years proven experience in audit and assurance, management advising, client and staff education. He has specialized in helping small to medium size privately held businesses. Paul pays keen attention to detail, team player and an eagerness to learn about clients’ businesses and develop opportunities to help them succeed.

Paul has obtained in-depth business knowledge from experience across a range of industries with special focus on manufacturing, engineering, food industry, software development, property development, and experience in broker dealer, investment companies, and not-for-profit.

 

Paul is based out of Boston and is successfully running the New England Chapter.

 

Henry Bernard (SAICA)

Chicago Chapter President

 

Henry is a Manager for PwC’s Deals practice and is based in Chicago. Within PwC’s Deal practice, Henry has specialized in financial due diligence in both buy-side and sell-side services. Henry’s experience covers a wide range of M&A projects including bolt-on acquisitions, carve-outs, cross-border transactions and working capital disputes.

Henry’s work has spanned private and public deals servicing both corporate and private equity clients. Primary industries are retail and consumer products, industrial products and healthcare services on deals ranging in value from $150M to $40B. Notable clients served include Kraft Heinz, CF Industries and various private equity firms.

Henry received his finance and accounting degrees from the University of Pretoria in South Africa.  He is a member of the South African Institute of Chartered Accountants (SAICA) and the Chartered Institute of Management Accountants (CIMA).

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