Institute of Management Accountants North Jersey Shore Chapter #164 2014 2015 Annual Program & Roster Serving Professional Accountants in the Counties of: MONMOUTH, OCEAN, ATLANTIC & MIDDLESEX
NORTH JERSEY SHORE CHAPTER #164 INSTITUTE OF MANAGEMENT ACCOUNTANTS PAST PRESIDENTS 1961 1962 ARTHUR D. SCHWARTZ 1962 1963 C.C. VANNOY 1963 1964 HAROLD MULLIN 1964 1965 OSCAR E. MARBACH 1960 s 1965 1966 MICHAEL E. COLLINS 1966 1967 ALAN M. LARSON 1967 1968 ROBERT J. CONNOLLY 1968 1969 FRANKLYN S. WEINBERG 1969 1970 KENNETH E. WARWICK 1970 1971 ANDREW RIDDEL 1971 1972 GEORGE J. GREITZ 1972 1973 THOMAS J. CAREY 1973 1974 NICHOLAS ALEXANDER 1974 1975 NEIL E. PAULSEN 1970 s 1975 1976 JOSEPH F. BANAFATO 1976 1977 JEROME A. POWER 1977 1978 JOHN F. FLEMING 1978 1979 ALAN J. WEHRENBERG 1980 s 1979 1980 JAMES T. MONAHAN 1980 1981 DONALD E. JUMP 1981 1982 JOSEPH D. LYNCH 1982 1983 GORDON S. PINGICER 1983 1984 ELIZABETH M. SYNKOWSKI 1984 1985 ELIZABETH M. SYNKOWSKI
1985 1986 MICHAEL A. HUDY 1986 1987 MICHAEL A. HUDY 1987 1988 JOSEPH M. MORRIS 1988 1989 JOSEPH M. MORRIS 1989 1990 WILLIAM KUSTKA 1990 1991 WILLIAM KUSTKA 1991 1992 LOUIS J. O'BRIEN, JR. 1992 1993 LOUIS J. O'BRIEN, JR. 1993 1994 JUDY JEROLAMON 1994 1995 JOSEPH M. MORRIS 1990 s 1995 1996 JOSEPH M. MORRIS 1996 1997 JOSE GENER 1997 1998 JOSE GENER 1998 1999 JOSEPH M. MORRIS 1999 2000 JOSEPH M. MORRIS 2000 2001 THOMAS E. GREITZ 2001 2002 THOMAS E. GREITZ 2002 2003 THERESA FONTANA 2003 2004 LARRY THIEDE 2004 2005 LARRY THIEDE 2000 s 2005 2006 ANTHONY TODARO 2006 2007 ANTHONY TODARO 2007 2008 RICHARD BLACK 2008 2009 LARRY THIEDE 2009 2010 JAMES C. SCOTT 2010 2011 JAMES C. SCOTT 2011 2012 JAMES C. SCOTT 2012 2013 JAMES C. SCOTT 2010 s 2013 2014 JAMES C. SCOTT 2014 2015 JAMES C. SCOTT 2015 2016 TaxAccount, LLC JOSEPH M. MORRIS President 18 Deer Run Drive Millstone, NJ 08510 PH 732-683-2382 EMAIL TO: Joemorris@optonline.net Taxes & Accounting Personal & Business Notary Public
INSTITUTE OF MANAGEMENT ACCOUNTANTS NORTH JERSEY SHORE CHAPTER #164 2014-2015 Typical Meeting Agenda Dinner Reservations are $20.00 for Members $25.00 for Non Members To reserve your seat, please call any Board Member or register online at http://www.njshoreima.org/reservations.htm
North Jersey Shore Chapter Institute of Management Accountants 2014-2015 Officers & Directors President James C. Scott, CMA thecfo@outlook.com Treasurer Past President Joseph M. Morris joemorris@optonline.net VP Communications Warren G. Sweeney Secretary David Jamison VP Employment Olga Jedic VP Membership and CMA Education Theresa Fontana wgsweeney@hotmail.com djawnj@optonline.net Osj01@optonline.net theresa117@comcast.net Past President Member Emeritus Larry Thiede, CPA CMA
North Jersey Shore Chapter MEMBERSHIP ROSTER INSTITUTE OF MANAGEMENT ACCOUNTANTS Name Member Since CITY STATE CMA Larry Thiede 5/1/84 Marlboro NJ CMA Joseph Morris 2/1/85 Clarksburg NJ Denis Wuestman 8/1/85 Marlboro NJ CMA Max Schober 6/1/83 Vero Beach FL David Jamison 10/1/86 Freehold NJ Joseph Shade 4/1/87 Newark NJ CMA Fred Falk 4/1/87 Manalapan NJ Matthew Melone 10/1/88 Linden NJ CMA Alberta Schober 1/1/59 Vero Beach FL T. Carey 1/1/61 Colts Neck NJ W. Neral 2/1/61 Wall NJ Raef Lawson 7/1/89 Montvale NJ CMA Ganapathi Kamath 7/1/89 N Brunswick NJ CMA Monroe Marc Standig 7/1/89 Township NJ CMA Judy Carbone 8/1/90 Toms River NJ CMA John Denehy 10/1/66 Toms River NJ Pamela Patterson 3/1/92 Little Silver NJ CMA Steven Bellows 5/1/70 Marlboro NJ Princeton Sheldon Drucker 11/1/70 Junction NJ Frank Trifari 4/1/71 NEPTUNE NJ John Derent 9/1/72 South Amboy NJ James Montenegro 12/1/72 Northfield NJ Ernest Cwikla 8/1/73 Spring Hill FL Peter Griffin 11/1/74 Colts Neck NJ CMA Erik Lampinen 5/1/78 Ocean NJ West Long Theresa Fontana 2/28/94 Branch NJ Steven Mahns 3/25/94 Eatontown NJ CMA Cynthia Benjamin 9/22/94 Croydon PA CMA Norman VanBuskirk 9/26/94 Toms River NJ CMA
James Scott 10/21/94 Ocean NJ CMA Silvia Gazzo 5/23/95 Lake Como NJ Warren Sweeney 6/21/95 Whiting NJ Raymond Blatz 4/22/98 Tinton Falls NJ CMA Brian Abatemarco 10/28/02 Howell NJ CMA Francis Konadu 6/15/01 Hamilton NJ CMA David Scott Conde 10/4/01 Denville NJ CMA Michael Walker 2/12/02 New York NY CMA Allison Hayes 7/12/04 Los Angeles CA CMA Couto Otavia Nader 9/24/07 Doral FL Danny Triepke 2/4/09 Lanoka Harbor NJ CMA Olga Jedic 6/22/09 Jackson NJ Robert Ferraioli 8/7/09 Jackson NJ CMA Warren La Penta 12/28/09 Avenel NJ West Long Minna Yu 9/24/10 Branch NJ Robert Haspel 9/29/10 Red Bank NJ CMA Marisol Dominguez 10/13/10 Woodbridge NJ Kalyan Tirupathi 6/8/11 Jersey City NJ Stephanie Chan 7/13/11 Marlboro NJ CMA Christopher Nebab 5/17/13 Old Bridge NJ Alcinary Cuellar 7/4/12 Rochelle Park NJ Stephanie Pagano 7/24/13 Parlin NJ Carolyn Herbert 10/3/12 Asbury Park NJ CMA Joseph McCarthy 8/16/12 Toms River NJ Quanteya Williams 11/8/12 Elmwood Park NJ Deborah Epperson 1/23/13 Brick NJ Pamela Cousoulis 1/28/14 Brick NJ Keri Mullin 1/28/14 Butler NJ Charles Casso 3/24/13 Old Bridge NJ West Maria Carvalho 3/28/14 Allenhurst NJ Erik Loney 4/9/13 Toms River NJ Donna Chapski 6/24/13 Little Silver NJ Stephen Soloman 7/16/13 Iselin NJ Mary DeToro 10/7/13 Howell NJ Michael Azzolina 1/21/15 Red Bank NJ Michelle Haddad 1/3/14 Raynham MA John Saible 2/9/14 Eatontown NJ Paul Pellegrino 3/27/14 Manasquan NJ Joseph Principe 5/22/14 Sayreville NJ Nicole Green 5/20/14 Morganville NJ
Andrew Dennis 5/15/14 West Long Branch NJ Robert Staskowski 5/15/14 Neptune NJ Anqi Tan 5/14/14 Long Branch NJ Steven Bloom 5/14/14 Middletown NJ Steven Cline 5/29/14 Union Beach NJ Lawrennce Moloney 6/22/14 Sea Girt NJ Ramon Ferrer 9/25/14 Howell NJ Andrew Gilmore 12/2/14 Brick NJ Denise Mautone 12/1/14 Holmdel NJ Phillip Johannes 12/12/14 Hamilton NJ Lucas Vidolin 12/17/14 Englishtown NJ Ugochi Oguh 1/15/15 Springfield NJ North Carol Partilla 1/31/15 Middletown NJ
IMA North Jersey Shore Chapter Fundraiser The North Jersey Shore Chapter of the Institute of Management Accountants (a nonprofit professional organization) is conducting a fundraiser to offset the costs of Chapter Operations and CMA Education. Currently we are taking orders for the 2014/2015 Entertainment Book at a cost of $30. It is a great value, which pays for itself quickly and is a great gift for Christmas, holidays, birthdays, etc. The Books will are now available and can be used immediately through November 1, 2015. Please complete the order form below and include your check payable to the IMA for each Book ordered. If you would like to send a relative or friend an Entertainment Book in another city (or if you want a different edition than the local area) you can do so by indicating below. If you have questions please call Joseph Morris at 732-683-2382 or email him at Joemorris@optonline.net Name: Address: Day Phone: Home Phone: Editions Monmouth/Ocean/Mercer: # of Books Middlesex/Somerset/Mercer: # of Books # of Books: X $30.00 = $ Other Editions: Mail Order form with check to: Joseph M. Morris 18 Deer Run Drive Clarksburg, NJ 08510-1209
North Jersey Shore Chapter INSTITUTE OF MANAGEMENT ACCOUNTANTS Our Members with the Institute for 25 Years or More: Alberta Schober, T. Carey, W. Neral, John Denehy, Steven Bellows Sheldon Drucker, Frank Trifari, John Derent, James Montenegro Ernest Cwikla, Peter Griffin Erik Lampinen Max Schober Larry Thiede Joseph Morris, Denis Wuestman, David Jamison, Joseph Shade, Fred Falk, Matthew Melone, Raef Lawson, Ganapathi Kamath, Marc Standig, Judy Carbone. CMA/CFM Members of our Chapter Certified Management Accountant (CMA) and/or Certified in Financial Management (CFM) Peter Griffin CMA Larry Thiede CMA Denis Wuestman CMA Joseph Shade CMA Matthew Melone CMA Raef Lawson CMA Ganapathi Kamath CMA Marc Standig CMA Judy Carbone CMA Pamela Patterson CMA
Steven Mahns CMA Cynthia Benjamin CMA Norman VanBuskirk CMA James Scott CMA Raymond Blatz CMA Francis Konadu CMA David Scott Conde CMA Michael Walker CMA Brian Abatemarco CMA Allison Hayes CMA Deborah Schlipf CMA Danny Triepke CMA Robert Ferraioli CMA Robert Haspel CMA Stephanie Chan CMA Carolyn Herbert CMA Become a CMA and get your name on this listing!
North Jersey Shore Chapter #164 CALENDAR OF EVENTS 2014-2015 Meetings 6:00PM Solo Trattoria, www.solotrattoria.com Freehold Dinner +2 CPE Unless Otherwise Noted DATE July 24, 2014 August 20, 2014 October 7, 2014 March 4, 2015 April 22, 2015 TYPE OF MEETING / SPEAKER / TOPIC Lakewood Blue Claws Plant Tour and Joint Event with Monmouth University Accounting Society 1CPE FirstEnergy Park, Lakewood 2014-2015 Chapter Board Planning Meeting Solo Trattoria Freehold NJ 6:00-8:30 PM Microsoft Learning Session -1 CPE Microsoft Store, Freehold Mall 6:15-7:15PM Tax Planning for 2015 Philip Drudy JD/CPA and Paul Fried CPA Smolin Lupin www.lupin.com Save this date!