The biography and position statement of the 2017 IEEE Treasurer candidates are listed below.
Past MGA Treasurer 2012,
MGA Treasurer 2010 - 2011,
2012 MGA Rep to PSPB,
RAB MDC (Membership Development Committee) 2000-2003,
RAB Finance Committee, Member 2004
2015 -2016 , Chair IEEE Canada (Region 7)
2004-2009 IEEE Canada (R7) Treasurer,
2007 Judge at IEEE Canada TELUS Innovation Competition,
2004 Judge IEEE Canada Web Page Competition,
2000-2003 R7 Membership Development Chair,
2002 Region 7 Sections Congress Coordinator,
2001 Chair Electronic Services Review Committee,
1997 Member IEEE Canada Audit Committee.
1997-2000 Southern Alberta Section Chair,
1995-1996 Southern Alberta Section Vice-Chair.
1987 University of Saskatchewan Student Branch Treasurer
2013 -2016 Member of IEEE Canada Foundation (ICF) Board
1994–1995 PES/IAS Chapter Chair, 1992-1993 PES/IAS Chapter Vice-Chair
2010 General Chair Canadian Conference on Electrical & Computer Engineering,
2008 & 2005 Speaker for Sections Congress on Financial Management,
2002 Speaker for Sections Congress on Section Management,
1999 Wescanex Organizing Committee,
1997 Petroleum & Chemical Industry Conference Organizing Committee,
1996 Canadian Conference on Electrical and Computer Engineering Facilities Coordinator,
1993 Chair Alberta Power Quality Conference,
1993-1996 Organizing Committee Alberta Power Quality Conference.
Why should we select you to serve in this position?:
Much of electric utility work career I was responsible for the development and management of department budgets. As a project manager, I have extensive experience with tools for tracking and monitoring project finances. My experience working with not for profits started back in College with the Students Society, continued with various IEEE treasurer positions and our community Home Owners Association. Through these positions I acquired knowledge of accounting, financial policies and principles and tax preparation in US and Canada. As IEEE Canada’s Treasurer, I developed an expense policy, audit policy and investment policy. I used this principles and currency exchange to develop a successful financial model for Region 7. I also have made presentations at the last three Section Congresses on IEEE finances, IEEE Financial Policy and on sound financial management practices for Geo-units.
Throughout my career I have been advanced into leadership positions with ever increasing managerial responsibilities. I am comfortable working with C level executives advising on financial decisions, so working with IEEE Board, IEEE staff, members and outside third parties will not be an issue. The very nature of my consulting work means I work with a new clients and project teams on annual basis, so collaboration is key to my success.
The position of IEEE Treasurer is to review, create and implement financial policy. To accomplish this task all entities at all levels of IEEE must be consulted as policy impacts all of IEEE.
I want to: continue to foster collaboration from all involved in financial management (volunteers and staff), ensure the continued enhancement of the financial tools and reporting that Boards utilize for their day to day operations and reduce the algorithmic complexity. Improved financial transparency will lead to operational simplification. This will allow Boards to polarize around financial issues that are impacting IEEE today and better prepare for future challenges.
To maintain IEEE position as a world class organization, IEEE need to incorporate into its financial model a plan for continuous bench marking, continuous R&D and capital investments.
IEEE needs to continue to develop proactive short term monitoring and to continue to develop forward/longer looking financial policies that will allow IEEE to continue to maintain a solid financial foundation from which IEEE can deliver programs to members. I would encourage further development of the 5 year plan and would even suggest a 10 year window might help better align strategic direction and goals with finances. Boards spend a lot of time looking at operations, need to get looking more forward. Forward looking budgets will lead to forward looking strategic planning.
It is time for change, but policy development and change is evolutionary, getting better with each step. Perhaps the traditional organization structure is not working financially.
John W. Walz retired from Lucent Technologies / AT&T with more than 20 years of management/coaching experience, covering positions in hardware and software engineering, quality planning and auditing, standards development and implementation, and strategic planning. Walz has coauthored three books covering the use of IEEE Software Engineering Standards to support CMMI, ISO 9001, and Lean Six Sigma. He is also a contributor to the Computer Society ReadyNotes, industry webinar programs, and IEEE 730:2015.
As Telecom management consultant, provided experience in bid preparation, project budgets, and expense reporting.
As AT&T/Lucent technical manger, provided and monitored budgets; submitted budgets for project cost reduction and investment projects; and worked transitions from declining projects to emerging projects.
As college fraternity treasurer, worked turnaround moving from deficit to healthy reserves. Received BS and MS in electrical engineering from Ohio State University
2014-2016 Co-Chair, Board New Initiatives Seed Grant on Chapters Recordings and Distribution for R4 and R6, designed process to create new recordings IP revenue for participating Societies and their Chapters. Presented workshops to R3, R4, R5, R6, & R9.
As Audit Chair, worked with Finance to accurately determine Reserves Risks for Spending Rules. Supported Finance team to engage external auditors to finish FM13 by end of March 2016. As IEEE Director, served on two IT ad hoc to better integrate revenue producing OUs with central IT capabilities, with a focus on reducing the rate of rising expenses. As TAB Finance Committee Member, supported Transparency efforts so prioritization and process improvements could reduce future expenses.
As Treasurer, Life Sciences Technical Community, supported sponsorship to financially sustainable conferences with co-sponsors.
As Conference Committee member, supported expansion of academic conferences to include industry practitioners with potential of higher attendance resulting in higher conference net.
As IEEE Conference Publications Committee member:
As Computer Society President, supported efforts for financial recovery and future growth for improved revenues. Also dedicated to increasing the value proposition provided to membership. As Society Technical and Conference VP, initiated a Vitality criteria, assessment, and coaching process that resulted in sunsetting under performing technical areas. As Chair Society Conferences finances ad hoc, provides revenue growth and expense reduction recommendations to the Treasurer and the Board.
Why should we select you to serve in this position?:
As member of the Board and Chair of Audit, understand nonprofit organization best practices and internal controls over financial records and a deep understanding of the complexities of IEEE finance.
As member of TAB FinCom and past President of Computer Society,
Continue the work by financial staff, IEEE, major OU FinCom (TAB & MGA):