Leadership & Governance
Global Executive Board
Jim Wallace
Board ChairBPM LLP
One California St., Suite 2500
San Francisco, CA 94111
United States
Craig Stanmore
Past ChairEnspira Financial Pty Limited
117 Old Pittwater Road, Suite 55
Brookvale, NSW 2100
Australia
Jérôme Rüfenacht
Board Vice ChairGewerbe-Treuhand AG
Eichwaldstrasse 13
Postfach
6002 Luzern
Switzerland
Tony Sacre
BOARD VICE CHAIRBentleys Network
Level 14, 60 Margaret Street
Sydney, 2000
Australia
Kurt Gresens
Board Secretary/TreasurerWipfli LLP
469 Security Blvd.
Green Bay, WI 54313
United States
Alyssa Martin
Board MemberWeaver
2300 N. Field Street,
Suite 1000
Dallas, TX 75201
United States
Sean McFerson
Board MemberWindes, Inc.
3780 Kilroy Airport Way
Suite 600
Long Beach,
CA 90806
Kip Plowman
Board MemberCherry Bekaert
3800 Glenwood Ave
Ste 200
27612 Raleigh
NC United States
Dave W. Stonesifer
Board MemberHerbein + Company, Inc.
2763 Century Boulevard
Reading,
PA 19610
Christophe Velut
Board MemberAllinial – Walter France
149 Bd de Stalingrad
Villeurbanne, 69100
France
LEADERSHIP
Mark Koziel, CPA, CGMA
President and Chief Executive OfficerMark Koziel became President and CEO of Allinial Global in August 2020 after 14 years with the American Institute of Certified Public Accountants (AICPA). In addition to leading a team of twenty-seven staff members, he is responsible for strategic planning, financial performance, and the association’s overall growth and success.
From the beginning of his career at a large local accounting firm in Buffalo, New York, to his tenure as Executive Vice President of Firm Services at the AICPA, Mark has been a leader and consistent advocate for CPA firms. Well known and highly regarded within the profession, he has appeared among the top 10 of Accounting Today’s Top 100 Most Influential People in Accounting and been named to the International Accounting Bulletin’s Global Accounting Power 50 List.
Stephen Varley, CPA, CGMA
COO and Executive Vice President of Technical ServicesAs Chief Operating Officer & Executive Vice President of Technical Services, Steve Varley has a broad range of responsibilities. In addition to assisting our members with all aspects of technical resources and solutions, he oversees governance and operations of the association. Steve also serves as a liaison to technical committees and coordinates solutions to the questions posed to Allinial Global by member firms.
Steve has over 30 years of public accounting and industry experience. His background in public accounting includes work for both local and regional CPA firms, with experience in A&A, tax, employee benefit plan administration and audits, M&A, and due diligence engagements. Beyond this, Steve’s additional industry work includes capital development consulting and serving as Controller/CFO for a troubled aerospace manufacturing company.
Lara Joseph
Executive Vice President of Member ServicesAfter joining the Allinial Global team over a decade ago, Lara has become a leading and highly respected team member, working as the Executive Vice President of Member Services on various member support-related tasks. Leading the Member Services team, she ensures members have access to the right resources and information. Her team’s success comes from consistently creating a great member experience.
She has developed and leads the Strategic Partnership initiative at Allinial Global. Establishing these partnerships helps create an environment that facilitates how members manage change. Allinial Global partners with industry leaders that have the knowledge and foresight to guide member firms toward true transformation.
Lara studied at Florida State University and earned an MBA with a focus on Data Analytics. She also attained a Bachelor’s in Business Administration, specializing in Managerial Science at Georgia State University.
Rosa Chun
Vice President of Marketing ServicesAs Vice President of Marketing Services, Rosa works closely with the business development and marketing professionals of Allinial Global member firms to develop, cultivate, and enhance member communities focused on practice growth. She also collaborates with other EVPs/VPs to plan and execute strategies for communications and a cohesive member experience. Last but not least, she provides marketing support for the recruiting efforts of the regional directors at Allinial Global.
With over 18 years of B2B marketing experience, Rosa has a passion for marketing technology and often guides members in leveraging new and emerging marketing technology for the profession. Having worked with both startups and Fortune 100 companies, Rosa is an advocate for mid-market companies both internally and externally. She has an MBA in marketing from the University of Southern California and is a Phi Beta Kappa graduate of Emory University with a degree in philosophy and psychology.
Karen Jenkins
Vice President of Meeting ServicesKaren Jenkins joined Allinial Global in 2013 as Program Manager but now serves as Vice President of Meeting Services. As the leader of the Meeting Services team, she manages our international programs, our two larger conferences (Summit and the Executive Team Conference), and various other partner-level programs.
Before coming to Allinial Global, Karen spent seventeen years at KPMG, where she was an associate director responsible for the Southeast and Southwest areas. Her areas of expertise include management of fiscally responsible budgets, facility contract negotiation, and program execution. Karen earned her BA from the University of Vermont.
Maughtlyn Thomas
Vice President of Member Engagement – CommunitiesMaughtlyn joined Allinial Global in 2010 as a project administrator and now serves as Vice President of Member Engagement. In this role, she works with the meetings team to develop and facilitate face-to-face meetings and web-based collaborative environments for our Communities of Practice. Maughtlyn’s support helps community leaders and members communicate, connect, and conduct activities that help them identify new solutions collaboratively.
Maughtlyn holds a bachelor’s degree in business communication from Sutton Coldfield College, Sutton Coldfield, UK. Having worked for the Department of State for many years, she developed a focus on client service and relationship building that makes her particularly well-suited to facilitating collaboration across the Allinial Global membership.
Özgür Demirdöven
Executive Vice President of Global CommerceÖzgür joined Allinial Global in 2021 as director of the association’s growing EMEI region, focusing on new member recruitment and addressing the needs of EMEI member firms. Upon the retirement of Job Dieleman, Özgür moved into the role of Executive Vice President, Global Commerce, where he oversees the association’s regional directors to increase commerce and collaboration among member firms and to drive membership growth in each of our regions.
Özgür has years of association-related experience as well as experience running a practice in Turkey, giving him a wealth of insights rooted in both international commerce and real-world accounting experience.
JoAnn Labbie
Chief People OfficerWith a doctorate in education, numerous coaching and training credentials, and over 25 years of experience in the accounting profession, JoAnn Labbie helps Allinial Global member firms navigate the changing business landscape and related staffing challenges. A familiar face to many association members, JoAnn served as VP of Learning & Development at Allinial Global from 2013–2017.
JoAnn returned to Allinial Global in 2022 after launching her own consulting company, CLO, LLC, and working with Allinial Global strategic partner Mindshop, where she assists firms with the implementation of advisory services. As Chief People Officer, JoAnn focuses on continuously improving the association’s learning and development offerings and applying coaching, training, and consulting skills to help member firms develop and implement future-ready strategies for their people.
REGIONAL DIRECTORS
Luca Traini
Regional Director, AfricaIn his role as Regional Director of Africa, Luca is tasked with building relationships and growing the association’s regional membership in Africa. In addition to connecting our African members to the wider Allinial Global community, he is also responsible for coordinating the delivery of member services.
Luca completed his training contract with PKF Durban, where he quickly progressed to audit supervisor. He has worked in financial services and wealth management, started his own company in advertising and print, and served as the national credit risk manager for a JSE listed entity. As a business consultant, Luca has successfully counseled many businesses on startup, expansion, and increased profitability. Throughout his career he has stayed close to his passion of training and education, lecturing in finance and audit for numerous firms and South African universities.
Ana Isabel Navarro
Regional Director, Latin AmericaBased in Mexico City, Ana Isabel Navarro serves as Regional Director of Latin America. In this role, she is responsible for coordinating member services and regional meetings, building relationships and growing the association’s Latin American membership, and connecting our Latin American members to the wider Allinial Global community.
Ana Isabel began her career as an international relations specialist in the Mexican government. There, she focused on building the “Mexico Brand” project, which consisted of improving Mexico’s reputation, attracting tourism and investment capital, increasing exports, recruiting a talented and creative workforce, and enhancing Mexico’s cultural and political influence in the world. Most recently, Ana Isabel worked for a member firm of PKF, where she built strong ongoing relationships between the firm and other members, advised clients on establishing their footprint in Mexico, and expanded commercial opportunities for everyone.
Abby Chee
Regional Director, Asia PacificAs Regional Director of Asia Pacific, Abby Chee focuses on a variety of targeted business development and member service initiatives. Located in Malaysia’s capital city of Kuala Lumpur, she serves as a liaison between our regional membership and the wider Allinial Global community. In addition to addressing the needs of current members, Abby is also responsible for building relationships that help the association expand its presence in the Asia Pacific region.
Abby brings a wealth of international experience and deep knowledge of the Asia Pacific region to her role. Before joining Allinial Global, she served as Regional Manager, Asia Pacific for Baker Tilly International, coordinating business development and marketing strategies and supporting regional member firms and clients. Prior to that, she was the executive director of the Institute of Internal Auditors Malaysia (IIA Malaysia), where she provided leadership, organized professional development opportunities, and spearheaded rebranding efforts.
Natasha Schamberger, CPA
Regional Director, North AmericaAs Regional Director of North America, Natasha is responsible for driving new value for North American member firms through enhanced commerce, connectivity, and member services, and for supporting growth by recruiting new members.
Natasha is focused on discovering meaningful, future-focused results for CPAs, their firms, and the accounting profession. Before joining Allinial Global, she served as CEO and President of the Kansas Society of Certified Public Accountants (KSCPA), where she effectively executed strategic initiatives, promoted the interests and livelihood of CPAs, and most notably, established the Accounting Career Kick-Start Program, collaborating with key partners of the overall accounting ecosystem to inspire young talent to choose accounting. Prior to that, Natasha was the Associate Director of Firm Services at the American Institute of Certified Public Accountants (AICPA), where she led the Firm Services Team and spearheaded practice management initiatives on succession, practice growth, and changing firm business models.
GLOBAL BOARD
Jim Wallace
Board ChairBPM LLP
One California St., Suite 2500
San Francisco, CA 94111
United States
Craig Stanmore
Past ChairEnspira Financial Pty Limited
117 Old Pittwater Road, Suite 55
Brookvale, NSW 2100
Australia
Jérôme Rüfenacht
Board Vice ChairGewerbe-Treuhand AG
Eichwaldstrasse 13
Postfach
6002 Luzern
Switzerland
Tony Sacre
BOARD VICE CHAIRBentleys Network
Level 14, 60 Margaret Street
Sydney, 2000
Australia
Kurt Gresens
Board Secretary/TreasurerWipfli LLP
469 Security Blvd.
Green Bay, WI 54313
United States
Alyssa Martin
Board MemberWeaver
2300 N. Field Street,
Suite 1000
Dallas, TX 75201
United States
Sean McFerson
Board MemberWindes, Inc.
3780 Kilroy Airport Way
Suite 600
Long Beach,
CA 90806
Kip Plowman
Board MemberCherry Bekaert
3800 Glenwood Ave
Ste 200
27612 Raleigh
NC United States
Dave W. Stonesifer
Board MemberHerbein + Company, Inc.
2763 Century Boulevard
Reading,
PA 19610
Christophe Velut
Board MemberAllinial – Walter France
149 Bd de Stalingrad
Villeurbanne, 69100
France
LEADERSHIP
Mark Koziel, CPA, CGMA
President and Chief Executive OfficerMark Koziel became President and CEO of Allinial Global in August 2020 after 14 years with the American Institute of Certified Public Accountants (AICPA). In addition to leading a team of twenty-seven staff members, he is responsible for strategic planning, financial performance, and the association’s overall growth and success.
From the beginning of his career at a large local accounting firm in Buffalo, New York, to his tenure as Executive Vice President of Firm Services at the AICPA, Mark has been a leader and consistent advocate for CPA firms. Well known and highly regarded within the profession, he has appeared among the top 10 of Accounting Today’s Top 100 Most Influential People in Accounting and been named to the International Accounting Bulletin’s Global Accounting Power 50 List.
Stephen Varley, CPA, CGMA
COO and Executive Vice President of Technical ServicesAs Chief Operating Officer & Executive Vice President of Technical Services, Steve Varley has a broad range of responsibilities. In addition to assisting our members with all aspects of technical resources and solutions, he oversees governance and operations of the association. Steve also serves as a liaison to technical committees and coordinates solutions to the questions posed to Allinial Global by member firms.
Steve has over 30 years of public accounting and industry experience. His background in public accounting includes work for both local and regional CPA firms, with experience in A&A, tax, employee benefit plan administration and audits, M&A, and due diligence engagements. Beyond this, Steve’s additional industry work includes capital development consulting and serving as Controller/CFO for a troubled aerospace manufacturing company.
Lara Joseph
Executive Vice President of Member ServicesAfter joining the Allinial Global team over a decade ago, Lara has become a leading and highly respected team member, working as the Executive Vice President of Member Services on various member support-related tasks. Leading the Member Services team, she ensures members have access to the right resources and information. Her team’s success comes from consistently creating a great member experience.
She has developed and leads the Strategic Partnership initiative at Allinial Global. Establishing these partnerships helps create an environment that facilitates how members manage change. Allinial Global partners with industry leaders that have the knowledge and foresight to guide member firms toward true transformation.
Lara studied at Florida State University and earned an MBA with a focus on Data Analytics. She also attained a Bachelor’s in Business Administration, specializing in Managerial Science at Georgia State University.
Rosa Chun
Vice President of Marketing ServicesAs Vice President of Marketing Services, Rosa works closely with the business development and marketing professionals of Allinial Global member firms to develop, cultivate, and enhance member communities focused on practice growth. She also collaborates with other EVPs/VPs to plan and execute strategies for communications and a cohesive member experience. Last but not least, she provides marketing support for the recruiting efforts of the regional directors at Allinial Global.
With over 18 years of B2B marketing experience, Rosa has a passion for marketing technology and often guides members in leveraging new and emerging marketing technology for the profession. Having worked with both startups and Fortune 100 companies, Rosa is an advocate for mid-market companies both internally and externally. She has an MBA in marketing from the University of Southern California and is a Phi Beta Kappa graduate of Emory University with a degree in philosophy and psychology.
Karen Jenkins
Vice President of Meeting ServicesKaren Jenkins joined Allinial Global in 2013 as Program Manager but now serves as Vice President of Meeting Services. As the leader of the Meeting Services team, she manages our international programs, our two larger conferences (Summit and the Executive Team Conference), and various other partner-level programs.
Before coming to Allinial Global, Karen spent seventeen years at KPMG, where she was an associate director responsible for the Southeast and Southwest areas. Her areas of expertise include management of fiscally responsible budgets, facility contract negotiation, and program execution. Karen earned her BA from the University of Vermont.
Maughtlyn Thomas
Vice President of Member Engagement – CommunitiesMaughtlyn joined Allinial Global in 2010 as a project administrator and now serves as Vice President of Member Engagement. In this role, she works with the meetings team to develop and facilitate face-to-face meetings and web-based collaborative environments for our Communities of Practice. Maughtlyn’s support helps community leaders and members communicate, connect, and conduct activities that help them identify new solutions collaboratively.
Maughtlyn holds a bachelor’s degree in business communication from Sutton Coldfield College, Sutton Coldfield, UK. Having worked for the Department of State for many years, she developed a focus on client service and relationship building that makes her particularly well-suited to facilitating collaboration across the Allinial Global membership.
Özgür Demirdöven
Executive Vice President of Global CommerceÖzgür joined Allinial Global in 2021 as director of the association’s growing EMEI region, focusing on new member recruitment and addressing the needs of EMEI member firms. Upon the retirement of Job Dieleman, Özgür moved into the role of Executive Vice President, Global Commerce, where he oversees the association’s regional directors to increase commerce and collaboration among member firms and to drive membership growth in each of our regions.
Özgür has years of association-related experience as well as experience running a practice in Turkey, giving him a wealth of insights rooted in both international commerce and real-world accounting experience.
JoAnn Labbie
Chief People OfficerWith a doctorate in education, numerous coaching and training credentials, and over 25 years of experience in the accounting profession, JoAnn Labbie helps Allinial Global member firms navigate the changing business landscape and related staffing challenges. A familiar face to many association members, JoAnn served as VP of Learning & Development at Allinial Global from 2013–2017.
JoAnn returned to Allinial Global in 2022 after launching her own consulting company, CLO, LLC, and working with Allinial Global strategic partner Mindshop, where she assists firms with the implementation of advisory services. As Chief People Officer, JoAnn focuses on continuously improving the association’s learning and development offerings and applying coaching, training, and consulting skills to help member firms develop and implement future-ready strategies for their people.
REGIONAL DIRECTORS
Luca Traini
Regional Director, AfricaIn his role as Regional Director of Africa, Luca is tasked with building relationships and growing the association’s regional membership in Africa. In addition to connecting our African members to the wider Allinial Global community, he is also responsible for coordinating the delivery of member services.
Luca completed his training contract with PKF Durban, where he quickly progressed to audit supervisor. He has worked in financial services and wealth management, started his own company in advertising and print, and served as the national credit risk manager for a JSE listed entity. As a business consultant, Luca has successfully counseled many businesses on startup, expansion, and increased profitability. Throughout his career he has stayed close to his passion of training and education, lecturing in finance and audit for numerous firms and South African universities.
Ana Isabel Navarro
Regional Director, Latin AmericaBased in Mexico City, Ana Isabel Navarro serves as Regional Director of Latin America. In this role, she is responsible for coordinating member services and regional meetings, building relationships and growing the association’s Latin American membership, and connecting our Latin American members to the wider Allinial Global community.
Ana Isabel began her career as an international relations specialist in the Mexican government. There, she focused on building the “Mexico Brand” project, which consisted of improving Mexico’s reputation, attracting tourism and investment capital, increasing exports, recruiting a talented and creative workforce, and enhancing Mexico’s cultural and political influence in the world. Most recently, Ana Isabel worked for a member firm of PKF, where she built strong ongoing relationships between the firm and other members, advised clients on establishing their footprint in Mexico, and expanded commercial opportunities for everyone.
Abby Chee
Regional Director, Asia PacificAs Regional Director of Asia Pacific, Abby Chee focuses on a variety of targeted business development and member service initiatives. Located in Malaysia’s capital city of Kuala Lumpur, she serves as a liaison between our regional membership and the wider Allinial Global community. In addition to addressing the needs of current members, Abby is also responsible for building relationships that help the association expand its presence in the Asia Pacific region.
Abby brings a wealth of international experience and deep knowledge of the Asia Pacific region to her role. Before joining Allinial Global, she served as Regional Manager, Asia Pacific for Baker Tilly International, coordinating business development and marketing strategies and supporting regional member firms and clients. Prior to that, she was the executive director of the Institute of Internal Auditors Malaysia (IIA Malaysia), where she provided leadership, organized professional development opportunities, and spearheaded rebranding efforts.
Natasha Schamberger, CPA
Regional Director, North AmericaAs Regional Director of North America, Natasha is responsible for driving new value for North American member firms through enhanced commerce, connectivity, and member services, and for supporting growth by recruiting new members.
Natasha is focused on discovering meaningful, future-focused results for CPAs, their firms, and the accounting profession. Before joining Allinial Global, she served as CEO and President of the Kansas Society of Certified Public Accountants (KSCPA), where she effectively executed strategic initiatives, promoted the interests and livelihood of CPAs, and most notably, established the Accounting Career Kick-Start Program, collaborating with key partners of the overall accounting ecosystem to inspire young talent to choose accounting. Prior to that, Natasha was the Associate Director of Firm Services at the American Institute of Certified Public Accountants (AICPA), where she led the Firm Services Team and spearheaded practice management initiatives on succession, practice growth, and changing firm business models.
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