BOARD OF DIRECTORS BOARD OF DIRECTORS

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

Chair
Joe Flynn

Lavante

Joe founded Lavante (then AuditSolutions) in 2001 and is a recognized expert in the field of P-to-P processes. Prior to founding Lavante, Joe served as Director of Operations for the statement audit group of Howard Shultz and Associates (HSA), then the nation's leading recovery auditing firm. His experience in the manual audit recovery sector inspired him to pioneer an automated solution that yielded more recovery in less time.
 
Selected as one of the 40 leading executives under the age of 40 in 2009 by the Silicon Valley/San Jose Business Journal, Joe serves on the Board of Directors of the Silicon Valley Workers Investment Network and as an Ambassador to the San Jose Chamber of Commerce. He holds a BS degree in Economics from the University of Santa Clara.

Vice Chair and Treasurer
William Lowman

Shuffield, Lowman P.A.

Bill Lowman is a founder and president of ShuffieldLowman as well as a Martindale-Hubbell AV-rated attorney. His areas of expertise include corporate, mergers & acquisitions, business taxation, securities, intellectual property, estate planning, charitable trusts and foundations, families with closely held businesses, executive compensation planning and general tax law.
 
Bill works with owners of businesses of many different sizes, from the small family business to many of the Top Golden 100 Companies in Central Florida, handling the legal intricacies of both their business and personal lives. In business, he helps to ensure company growth, profitability and, ultimately, a successful exit strategy. In life, Bill is focused on making certain that personal assets are safeguarded and properly planned to benefit future generations.
 
Mostly, Bill serves as an advisor, counselor and confidante, where his keen interest in people is apparent in his big-picture perspective and personal touch.
 
You can find a lawyer to put together a good set of documents, but Bill is committed to much more than that. He strives to provide innovative and effective solutions to assist his clients with their varied and complex business and personal needs. Bill's commitment requires more focus and energy, but is one that is most rewarding for him as a legal professional. Bill takes great pleasure in playing a role in the success of businesses, and in making personal lives more secure.

 

Directors

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, CAPP
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

 

Michael has been with Northeastern University for over 29 years and is currently the Director of University Disbursements, Non Payroll.  Michael received his Bachelor's degree in 1984 from the University of Rhode Island - College of Business Administration and received his MBA in Finance in 1989 from the D'AMore-McKim School of Business at Northeastern University.

Michael has been a member of the Institute since 1994.  He has been on The Institute's Board of Directors since 2010, serving as Chair from November 2012 through November 2014.

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.