The Institute of Financial Operations is governed by a board of directors representing a variety of industries.  

Joe Flynn - Lavante

Vice Chair and Treasurer
William Lowman - Shuffield, Lowman P.A.

Board Members

Lorri Kissell
The Audit Group

Lorri has been the regional vice president of The Audit Group, an accounts payable and purchasing audit services firm for healthcare organizations, since 2012 and has another ten years of experience guiding organizations with tax solutions.  She has more than nine years of consulting experience serving hospitals and healthcare systems in helping solve their accounts payable and supply chain issues.

Lorri's healthcare leadership extends to her role as president of the Georgia Chapter of The Institute of Financial Operations, board member of The Institute nationwide and chairperson of regional conferences for the Association of Healthcare Internal Auditors' Education Subcommittee for Regional Conferences.

Tom Lyman
Farmer Brothers Coffee
Tom has over 25 years in accounts payable management and is currently the accounts payable manager for Farmer Brothers Coffee.  He has been an inventor in accounts payable automation and processes for companies such as Safety-Kleen and Michaels.  Tom also has been a frequent speaker as a subject matter expert at The Institute's Fusion events and been awarded the Lavante AP Leadership Award.
Tom has been very active with The Institute of Financial Operations for many years; earning his Certified Accounts Payable Professionals (CAPP), and volunteering with the Certification and Chapter Advisory Committees.  He is currently serving as president of the North Texas Chapter, The Institute's largest and most active chapter.

Michael Mallon
Northeastern University


Peggy Marks, CAPP
Duff & Phelps

Since earning a BS in Accounting from Rutgers University, Peggy has worked in various accounting management roles in corporate America finance/accounting for 35 years.  She has been with Duff and Phelps going on ten years and is currently working as the vice president of accounts payable globally.

Peggy has been a member of The Institute for 20 years in which time she has earned her Certified Accounts Payabel Professional (CAPP) and volunteered as a member of the IFO Chapter Advisory Committee, working with a team of leaders to update and streamline Chapter Guidelines and strengthen local chapters.  Peggy has also taken on leadership roles, as both vice president and president of the New Jersey Chapter of The Institute of Financial Operations, where she collaborated with chapter leaders in the northeast to develop the first Northeast Regional IFO event in October 2014 in Atlantic City, NJ.  The event was a success iwth a turnoout of members from Maine to Pennsylvania.  She is currently working with the team to bring the event ot Providence, RI in May 2016.

Peggy is also actively involved in many charity efforts, including, but not limited to a large event in which she and her colleagues walk to fight breast cancer in Central Park, NY in October of each year.

Josh Morrison, MBA, CAPP
Founder/Owner, JLM Consulting Services
Senior Consultant, Lavante

Josh is a seasoned P2P professional with specific expertise in business systems and implementations, process improvement, automation, transformation, supply chain relationship management, and analytics.  Josh formerly held leadership roles at a Forbes Top 10 company, with oversight of Accounts Payable, Vendor Relations, Procure-To-Pay and Strategic Sourcing.  Today, Josh operates a successful independent P2P consulting firm and works as a Senior Consultant with Lavante.

Josh hold an MBA in Entrepreneurship and Innovation, is a member of American Mensa, and serves as IFO New England Chapter President.  Josh is a proud father of three and enjoys volunteer work and spending quality time with family and loved ones.


Click here to visit our Volunteer Opportunities Web page for more information on how to become involved.