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USA's contact members

There are eleven Contact Members for the United States. They are your point of contact for members' enquiries and acts as an ambassador in promoting the ICAEW's strategy and brand within the United States. You can contact either member but you may wish to contact the person closest to where you are.

Contact Members' details

Chicago

Mark Barham FCA

Director, Allstate Investments

Telephone: +1 (847) 402-6790
E-Mail: barham.mark@gmail.com

Address 
55 W Delaware Place, #705
Chicago, IL 60610

Biography 

Mark Barnham, Contact Member in Chicago
Since September 2014, Mark has been working as a Director in the Investments group of Allstate Corporation, a listed insurance company based just north of Chicago, where his focus is performing due diligence and structuring work on potential private equity and credit investments.

He previously spent 13 years at PwC, with a short spell in the Audit group before moving into Transaction Services. The vast majority of his career at PwC was therefore spent advising clients on both acquisitions and divestitures, helping private equity and corporate clients to make informed decisions on over 70 transactions.

Mark moved to Chicago in 2005 on a tour with PwC. After spending nearly a decade in Chicago, and meeting his wife there, he feels very much at home in the Windy City. He appreciates that Chicago provides everything you would want from a big city, but is also a very friendly place to live and work.

Mark did his chartered accountancy training at Barber, Harrison & Platt, after obtaining a BA in Economics and Business at the University of Sheffield. He qualified as an ACA in 2001; and in 2012 obtained his Executive MBA from the Northwestern University Kellogg School of Management.

As well as being the ICAEW Contact Member in Chicago he is also Co-President of the Chicago Chapter of ACAUS, helping to connect Chartered Accountants from around the world.

Colorado

Philip G Varley, FCA

President of the Barrington Group

ACAUS Denver Chapter President

Tel: +1 303 946 1941
Email: philipvarley@gmail.com

Address
1 Mountain Cedar Lane,
Littleton,
CO 80127
USA

Biography

Phillip Varley - Denver contact member 

Philip Varley is a Chief Financial Officer with 25 years of international experience and a track record of “making the numbers happen.” He has an extensive background in financial and operational leadership roles perfected in over 20 countries on six continents.

He graduated with a BS in Chemical Engineering from Imperial College London, and then qualified as a Chartered Accountant in London, being awarded the Howitt Prize for Management Accounting, before moving to Denver in 1985, where he earned an MBA at the University of Denver and his CPA license with Ernst and Whinney.

After leaving public accounting, his first look at a turnaround was as International Controller for a software company, where his creation of an intercompany transfer pricing methodology succeeded at “competent authority” to save $4 million. He also restructured European operations which netted over $3 million in tax savings.

He was then hired as part of a new management team at Standard and Poor’s Compustat where his implementation of sound financial practices increased the division’s profits by more than $10 million. Between 1996 and 2002, Mr. Varley served as the Chief Financial Officer for three start-up companies, raising over $50 million of equity.

But his real love is turnarounds, and since 2002 he has managed eight of them. He has found that there are certain common traits inherent in underperforming companies, and after one of his Private Equity Group clients pointed out to him that he 'seemed to have his own 12-step plan', he decided to write a book about these commonalities. The book is entitled 'Failure Is Not An Option – The 12-Step Plan To Successful Turnarounds'.

He has developed a course from this book, which he has taught as Monfort Visiting Executive Professor at the University of Northern Colorado.

Georgia

John E Kahn, FCA

Chief Financial Officer, Stonebranch, Inc.

ACAUS Atlanta Chapter President

Tel: +1 678 752 7579
Email: johnekahn@yahoo.com

Address 
4900 Avalon Ridge Parkway,
Norcross,
GA 30071
USA

Biography

John Kahn - Atlanta contact member

John has overall responsibility for financial, legal and human resource matters for Stonebranch.  

He is an accomplished and highly networked CFO who is experienced in working with technology focused companies, both domestically and internationally. In addition to financial matters, John also has significant experience managing legal, human resource and information technology functions.

Most recently John was CFO of TeamStaff, Inc. (NASDAQ: TSTF), where he helped the Company become a top-performing micro-cap stock and led a public offering. John started his career with Arthur Andersen in the United Kingdom, before transferring to Silicon Valley, where he was part of Andersen’s Global High Technologies Industry Team. John then became CFO of various publicly traded, private equity and venture capital backed companies, achieving over 50% IRR for his investors.

A Fellow of ICAEW, John is additionally a Certified Public Accountant, a Chartered Global Management Accountant and a Certified Information Technology Professional. He is currently President of the Atlanta Chapter of the Association of Chartered Accountants in the United States (ACAUS) and a member of the Board of Directors of the Atlanta Chapter of the Association for Corporate Growth (ACG). John is also a past president of the Technology Executives Round-table (TER) and has a Bachelor of Science (Economics) degree from the University of Wales.

Hawaii

Michael Dexter-Smith FCA

General Partner, Pine Brook Ventures, dba Xtremesoft inc.

Tel: +1 808 212 1377
Email: mds@xtremesoft.com

Address: 3887 Punahele Road,
Princeville,
HI 96722
USA

Photo of Mike Dexter Smith FCA 

Biography

Michael got his degree from Surrey University in 1975 and then qualified with PW in Leeds in 1978.

He transferred to the PW Cleveland office; then Wellington NZ and finished his audit (and computer audit) life in Boston.

He joined the software company MSP as CFO; then bought his own Software Company and spent the next twenty years running and owning two other software companies, some of which were sold, others that go so close to going public. Michael was a leader in the metadata; embedded and big data markets.

He has built a portfolio of other investments through Pine Brook Ventures.

Michael is still active with the Association of Chartered Accountants in the US (ACAUS), after being the President in New England and then as the Executive Director.

 
Maryland

Mr David Freeman FCA

Account Executive, RDA Corporation

Tel: 001 410 308 9346 (Work)
001 301 908 0545 (Mobile)
Email: freeman@rdacorp.com (Work)
david@freemanhq.net (Other)

Address
12020 Sunrise Valley Drive
Suite 350
Reston
Virginia 20191
USA

Biography

Photograph of David Freeman 

David is an Account Executive at RDA Corporation, a privately held company based in Hunt Valley, Maryland, 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 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 ICAEW, having qualified in 1982 and is also a Member of the British Computer Society. He is also President of the DC Metro area Chapter of the Association of Chartered Accountants in the United States and serves as a board member of that organisation.

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

Minnesota

Ajay K Gupta, MA (Cantab), FCA

Partner, Ernst & Young LLP

Tel: (612) 859 1740
Email: ajay.gupta@ey.com

Address:
11593 Cedar Pass
Minnetonka
MN 55305-2972
USA 

Biography

Ajay Gupta
 

Ajay has been with Ernst & Young in the UK and USA for a total of 36 years, of which 19 years have been as a partner in the firm. He specializes in providing audit and advisory services to large and complex health care systems and managed care organizations. 

Ajay leads a number of Diversity and Inclusiveness initiatives at Ernst & Young. He currently co-leads the firm’s AccessAbilities initiative (focused on employees with differing abilities (disabilities)). At Ernst & Young, Ajay has been the executive sponsor of the Minneapolis office Professional Women’s Network and Ethnic Diversity Network. He also has served on his firm’s Ethnic Diversity Taskforce and co-led the Midwest Area Inclusiveness Initiative. Ajay was awarded the firm’s Rosemarie Meschi Award in recognition of his advancement of women’s careers.

Ajay is active in the local community. He currently is a board member and treasurer of Children’s HeartLink. In the past, he has served on the board of The Blake School, MacPhail School of Music, Minnesota Youth Symphonies and the Minnesota Society of Certified Public Accountants.

Ajay is a Fellow of the Institute of Chartered Accountants in England & Wales. He holds a Bachelor’s and Master’s degree in Engineering from Cambridge University and a Master’s in Business Administration (magna cum laude) from Kellogg Graduate School of Management (KGSM), where he majored in Marketing, Finance, and Management Strategy. He also is the recipient of J Lester Cunningham Award and J Robertson Memorial Award from KGSM.

Ajay’s wife is a practicing Rheumatologist and they have two girls, the older at Oberlin College in Oberlin, Ohio and the younger at The Blake School in Minneapolis.

New England

David Powell, FCA

Global Finance Leader - BAO CoC, IBM GBS Business Analytics and Optimization 

Tel: +1 781 858 5546
Email: dpowell@acaus.org

Address
47 Taylor Street,
Braintree,
MA 02184
USA

Biography

David Powell - New England contact member 

David obtained a BSc (Econ) in Accounting and Management Studies at Cardiff University. He qualified as a Chartered Accountant with Deloitte Haskins & Sells in Swansea in 1984. He then moved to work for Deloitte’s London Office in Management Consulting, specializing in Financial Consolidation and Management Reporting systems.

In 1992 David moved to Belgium to work for Holiday Inns Worldwide as Financial Systems Manager. He then got promoted to be Director – Hotel Systems Europe/Middle East/Africa. In 1998 he was recruited by JD Edwards, and moved to Denver Colorado, as their Worldwide Process Owner for Accounting and Reporting. He then relocated in 2001 to Braintree, MA as Director – Revenue Management Systems with Starwood Hotels.

At the start of 2007 David joined Cognos Inc, as Practice Lead for Financial Consolidation Services in North America. Cognos was then acquired by IBM and David moved to a new role within IBM’s Global Business Services at the start of 2011. He is currently Global Finance Lead in IBM’s Business Analytics and Optimization, Center of Competence. His Current focus is on 'CFO Performance Insight', which is part of IBM's initiative around 'Smarter Analytics'.

In addition David has been active with the Association of Chartered Accountants in the US (ACAUS), since moving to New England. At the start of 2010 he became President for the New England ACAUS Chapter.

Northern California

Neil Kapur FCA CPA

ACAUS Northern California Chapter President

Telephone: 925-963-8546
E-mail: bernside@aol.com

Address:

1922 Burnside Court Concord,
CA 94521
USA

Biography

Neil Kapur USA contact member

Neil has been in the United States since 1986 and has worked in internal audit for the banking industry for the 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.  He is 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 before working 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: After completing his high schooling there moved to London to study accountancy.

Southern California

John Weaver FCA

Executive Producer, The Miles Organization

ACAUS Southern California Chapter President

Tel: +1 310 309 3703
Email: jweaver@acaus.org

Address
6276 W. Drexel Avenue
Los Angeles
CA 90048

Biography

Photograph of John Weaver FCA 

John was born and raised in Liverpool. Immediately upon qualifying he joined a global packaging company, Metal Box Ltd., which he served in a succession of differing roles in various parts of the UK. After a sabbatical, John co-founded a music television production company. Clients included Paul McCartney, Stevie Wonder, Michael Jackson and Bob Marley. The company grew rapidly requiring shooting all over the world, based from offices in London, New York and Los Angeles. His music videos’ many special visual effects lead John to a position as Head of Production for George Lucas’s, world famous, Industrial Light & Magic.

John’s experience producing visual effects for major motion pictures enabled him to launch a consulting career, advising the Hollywood production and post production community, film producers and film studios. He focused on the strategic, business, and financial challenges and opportunities during the industry’s transition from traditional film techniques into the digital domain.

John also advised beyond show business. His expertise expanded to include the use of insurance strategies as financial and business planning tools to his client base in other industries and services.

John serves on several boards including: The Association of Chartered Accountants in the United States (ACAUS); The British American Business Council; and Streetlights, a charity that trains minority, disadvantaged young people to work behind the camera, in movies, television production and commercials.

In 2003 John founded the Southern California Chapter of ACAUS and currently serves as its President.

John is a member of the British Academy of Film and Television Arts. He lives in Los Angeles with his wife, daughter, three cats and a dog.

Texas

Robert Whatley FCA

Chief Financial Officer, Pointsmith LP

Tel: +1 713 689 9996
Email: rbrtswhatley@gmail.com

Address
21202 Park Row Drive,
Katy,
TX 77449,
United States

Biography

Bob Whatley is currently the Chief Financial Officer of Pointsmith LP, a point of purchase advertising and related services company located in Houston, Texas.

Bob is a seasoned financial executive with experience in e-comm. business, printing and related advertising services, automotive related manufacturing, oilfield services and pipeline construction. His experience includes high yield debt offerings, private equity transactions, SEC reporting and compliance in both public and family owned business environments. He began his financial career auditing with the London office of Binder Hamlyn and moved to the United States on an international program sponsored by Price Waterhouse.

Prior to joining Pointsmith, Bob served as CFO for Integrated Pipeline Services Inc., and J.B. Poindexter & Co., Inc. Bob has been a United States citizen for 25 years and is originally from Wales; he graduated from the University of London and worked briefly as a pharmacist and retail manager in the City of London prior to starting a career in finance and accounting.

Bob is a member of the American Institute of Public Accountants, Texas Society of CPA’s, Institute of Chartered Accountants in England and Wales, and the Royal Pharmaceutical Society of Great Britain.

Washington DC

Mr David Freeman FCA

Account Executive, RDA Corporation

ACAUS DC Metro Chapter President

Tel: 001 410 308 9346 (Work)
001 301 908 0545 (Mobile)
Email: freeman@rdacorp.com (Work)
david@freemanhq.net (Other)

Address
12020 Sunrise Valley Drive
Suite 350
Reston
Virginia 20191
USA

Biography

Photograph of David Freeman 

David is an Account Executive at RDA Corporation, a privately held company based in Hunt Valley, Maryland, 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 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 ICAEW, having qualified in 1982 and is also a Member of the British Computer Society. He is also President of the DC Metro area Chapter of the Association of Chartered Accountants in the United States and serves as a board member of that organisation.

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