2024-2025 BOD Nominees

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In accordance with Article VI of the bylaws, all nominees will be declared elected by the secretary at the annual meeting unless other nominations, supported by at least one percent of membership, are received by April 1, 2024. If a contest for one or more positions develops, an election for those positions will be held at the meeting. The 2024 Annual Meeting is scheduled for June 12, 2024.

Meet the Incoming Chair:

Sarah Funk, CPA, CGMA

Term: 2 years

Becomes Immediate Past Chair

2025-2026

Board Service: since 2020

Sarah Funk, CPA, CGMA, has more than 20 years of multi-national financial, operations, technology and telecommunication experience spanning accounting, budgeting and finance, compliance, audit, system implementations, transaction activities, money transfer services and public accounting. She is the Chief Financial Officer at Ben Franklin Transit. Sarah is an active member of various civic and community revitalization efforts. In her free time, Sarah enjoys spending time with her family and being outdoors.

What advice would you give to a newly licensed CPA? Raise your hand, get involved and stay involved in your community and the profession. The opportunities you pursue early on in your career outside of work will accelerate building your leadership tool kit and pave the way to a bright future.

What trend do you hope makes a comeback? Technology-

Vice Chair:

Joel Williams, CPA

Term: 3 years, becomes Chair 2025-2026

Board Service: since 2022

Joel Williams, CPA, is a Senior Manager in KPMG’s Global Mobility Practice in Seattle. He has more than 20 years of experience in the global mobility industry. Joel has had the benefit of living and working in Riyadh, Saudi Arabia; London; and Houston during his career and has served clients primarily in the energy, financial and technology sectors. In addition, Joel is a leader within KPMG’s Global Mobility Services Innovation team, an interdisciplinary group of professionals that develops and delivers emerging technologies and creative solutions to help solve our clients’ challenges.

Tell us about a time when you felt like a hero at work. I won a national award in our practice for being a culture champion this past year and I was completely surprised that I won. It was great to be recognized for the effort I make daily to have a positive impact on the firm’s culture.

Treasurer:

Ed Ramos, CPA

Term: 1 year (second term)

Board Service: since 2022

Ed Ramos, CPA, is a shareholder at DP&C, a local CPA firm in Tacoma, with more than 24 years of public accounting experience. He attended Wilson High School, Highline Community College, and transferred to Eastern Oregon University. His practice primarily focuses on auditing and accounting for various organizations in the not-for-profit, construction, electric co-op, and employee benefit plan industries. Ed co-founded and served as the past treasurer for the Seattle Chapter of the Association of Latino Professionals in Finance and Accounting (ALPFA). He has served on various non-profit boards as a treasurer or finance committee member, including the WSCPA Foundation Board of Trustees and Grants Committee. Ed is an alumni of the 2011 AICPA Leadership Academy and previously served on the AICPA National Commission on Diversity and Inclusion. Ed is currently a board member at MultiCare Health Foundation. He enjoys traveling, running, and spending time with his family.

What is one organizational tool that you cannot live without? Outlook—I would not know what to do next without it!

How do you handle stress? I spend some time at least once a week to organize and prioritize my work as much as possible. I know it will not all get done, but visualizing that it’s possible helps.

Secretary: Richard Burger Mackey, CPA, CIA

Term 1 year

Board Service: since 2023

Richard Burger, CPA, CIA, has 20 years of financial, compliance and assurance experience and has demonstrated proficiencies in executing governance, risk, and control design reengineering across a diverse product/service portfolio involving a multitude of business functions. An experienced and trusted advisor, Richard can engage various stakeholders for managing risk governance. Prior to serving as a Senior Investigator at Microsoft, Richard served as a Compliance Program Manager and Audit Manager; and previously served the Boeing Company as an Auditor and Senior Analyst. Richard graduated from Seattle University with a Bachelor of Arts in Business Administration and Accounting and completed internal audit graduate coursework at Seattle University. Richard is a CPA and an Institute of Internal Auditors Certified Internal Auditor (CIA).

In your opinion, what is the best type of cheese? Emmentaler (Swiss) cheese! It’s so versatile; it can be dressed up or down. It’s great when served simply, or it can complement a fancier spread like fondue. Emmentaler goes along nicely with everything.

Are you a collector of something? If so, what? I became a collector of movie DVDs as the technology becomes more difficult to find. Call me sentimental for history, arts and culture.

RETURNING LEADERS

These leaders currently serve on the Board of Directors and will continue serving on the Board.

Chair | Sarah Funk, CPA, CGMA Immediate Past Chair | Andrew Brajcich, CPA, JD, LLM President & CEO | Kimberly Scott, CAE

9 www.wscpa.org The Washington CPA Spring 2024 8 The Washington CPA Spring 2024 www.wscpa.org BOARD OF DIRECTORS BOARD OF DIRECTORS

Director: Jerrilyn Bogart, CPA

Term: 3 years

Jerrilyn Bogart, CPA, is the Sr. Finance Program Manager for Seattle Children's Hospital System. Graduating with her B.S. in Accounting from Western Washington University, Jerrilyn went on to earn her Master of Accounting (Taxation) degree from the University of Washington. Since starting her career at PricewaterhouseCoopers, she has held various roles gaining experience in private and non-profit organizations. In her spare time, Jerrilyn enjoys spending time with her son, cooking and being outdoors.

What advice would you give to a newly licensed CPA? I would advise new CPAs to understand your priorities and set boundaries. Get comfortable standing up for yourself in a professional way.

Are you a collector of something? If so, what? I’ve become an accidental collector of outdoor accessories. If there’s something that looks handy for camping or hiking, I probably have it.

Director: Michaela Kay, CPA

Term: 3 years

Michaela Kay, CPA, has more than 15 years of professional accounting experience, providing audit and tax services to the Greater Seattle area. Currently, she serves as the practice leader for the BDO Seattle office’s Government and Nonprofit practices.

Michaela is one of BDO's Audit Quality Directors (AQD). As an AQD, Michaela is actively involved in staff training and the other quality control measures. In addition to internal training at BDO, she regularly teaches courses on single audits and other nonprofit accounting and auditing topics for the WSCPA and Thompson Grants.

In her free time, Michaela spends time with her husband, two daughters, and two dogs.

What is one organizational tool that you cannot live without? My Outlook calendar! I put everything I need to do on my calendar. I am completely reliant on my calendar to tell me what to do each day.

In your opinion, what is the best type of cheese? Yum!!! Cheese!!! I really enjoy cheese in general, but think the best cheese is the classic Beecher’s cheese. I love that I can buy it at Costco or the airport or at Pike Place Market. Beecher's is the best because it is delicious just to eat plain or with crackers and it also makes amazing grilled cheese sandwiches.

Director: Scott Rodgers, CPA, MST

Term: 3 years

Scott Rodgers, CPA, MST, is a sole practitioner who entered the profession working for large local CPA firms in Bellevue, Washington. He started up his own practice in 1999 and has provided tax compliance and consulting services to a wide range of business clients. Scott is a co-founder of the Sole Practitioners Resource Group which has hosted monthly meetings since 2011. He is also an active member of the International Tax Resource Group. Scott served as treasurer of the Eastside Nihon Matsuri Association, a Japanese cultural arts nonprofit. Scott and his wife enjoy challenging home improvement projects and spend their free time traveling in Japan.

What advice would you give to a newly licensed CPA? Do more than the minimum CPE hours. Go in person, bring your business cards, and make the effort to meet people outside your network. So many opportunities begin with a casual meeting at a CPE event.

Describe your perfect sandwich. For me, pulled pork on a brioche bun is the ultimate sandwich. A light touch of BBQ sauce and a topping of red cabbage slaw make this the perfect combination.

Director: David Togami, CPA

Term: 3 years

David Togami, CPA, is a Senior Manager in Armanino’s Growth Office, Data & Analytics group. Born and raised in Honolulu, Hawaii, David moved to Washington to attend Gonzaga University. Throughout his career, David has worked in a range of industries, including public accounting, aviation, intermodal operations, information security, and DevOps. Outside of work, David is an adjunct instructor at Gonzaga University and trains at a local Thai boxing gym.

What is one organizational tool that you cannot live without? The calendar on my phone. It keeps me on track for just about everything from dinners to deadlines.

Describe your perfect sandwich. It’s all about the bread. It needs to be light and crispy, but sturdy enough to hold whatever fillings and sauces you choose. Meatball subs or spam, egg, and cheese (don’t knock it until you try

RETURNING DIRECTORS

These members currently serve on the Board of Directors and will continue serving on the Board.

Jamie Hueners, CPA

Writu Kakshapati, CPA, CGMA

Kelly Nelson, CPA

Ursula Perkins, CPA

Liz Redmond, CPA

Jillian Robison, CPA

illustrations: © iStock/serkorkin, © iStock/DTvector 11 www.wscpa.org The Washington CPA Spring 2024 10 The Washington CPA Spring 2024 www.wscpa.org BOARD OF DIRECTORS BOARD OF DIRECTORS
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