The biographies and position statements of the 2018 IEEE Treasurer candidates are listed below.
Robert Anderson

Headshot of Robert Anderson

Biography

Rob is currently working for Itron Inc headquartered in Liberty Lake, Washington. Itron is a world leader that provides meter equipment and information management solutions to electric, gas and water
utilities. Rob is a Principal Consultant who performs engineering tasks as part of Itron’s Global Solutions Delivery Group. In his role he uses business process engineering to develop technical solutions and
management processes for the implementation of single systems or enterprise wide solutions using Itron’s metering hardware and software products.

Prior to forming SIMMARIX, an independent Meter Data Management and Consulting Organization, Rob worked for ENMAX Corporation, the electric utility for his home city of Calgary, Alberta, Canada. During his eleven-year career with ENMAX Corporation, Rob held a variety of positions with increasing responsibility in management, customer service, engineering and contracts management.

Outside of work, Rob actively supports his profession. He has spoken to first year engineering students at the University of Calgary regarding careers in engineering and participated as a judge for student projects/paper competitions on a regular basis. Rob has also served as a mentor for young engineers in the Association of Professional Engineers, Geologists and Geophysicists of Alberta Mentoring Program providing career and professional guidance.

In May 2004, Rob received the IEEE Western Canada Council Ted Glass Merit Award for “Outstanding contribution, dedication and leadership to the Southern Alberta Section, Western Canada Council and IEEE Canada.” Rob also received the Institute of Electrical and Electronic Engineers (IEEE) Millennium Medal for outstanding service to the organization in 2000.

Region Activities

2015 -2017, Chair Region 7 (IEEE Canada) Audit Committee,
2004-2009 R7 (IEEE Canada) Treasurer,
2007 Judge at IEEE Canada TELUS Innovation Competition,
2004 Judge R7 (IEEE Canada) Web Page Competition,
2000-2003 R7 (IEEE Canada) Membership Development Chair,
2002 R7 (IEEE Canada) Sections Congress Coordinator,
2001 Chair R7 (IEEE Canada) Electronic Services Review Committee,
1997 Member R7 (IEEE Canada) Audit Committee.

Conferences:
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

Society Activities

1994–1995 PES/IAS Chapter Chair,
1992-1993 PES/IAS Chapter Vice-Chair

Conferences
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. For the last three years I Chaired the Region 7 Audit Committee. in this role, I focused on operational and financial reviews. As chair i presented an Audit report to the R7 (IEEE Canada) Board which identified areas of concerns and recommendations for improvements.

Position Statement

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, policy impacts all of IEEE. To ensure IEEE organizational units are adhering to these guidelines is through education and communication. IEEE needs to continue this coordination effort and to leverage it to enhance coordination efforts. I want to continue to foster
collaboration from all involved in financial management (volunteers and staff), not just one individual’s ideas, but any ideas that are in the best interests of IEEE. To ensure that all Organization Units with IEEE are making the best possible fiscal decisions and utilizing
funds effectively, IEEE needs to ensure the continued enhancement of the financial tools and reporting that Boards utilize for their day to day operations. 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.
IEEE needs to incorporate into its financial model a plan for continuous benchmarking, continuous R&D and capital investments. The Institute needs 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 to 10 year
plan to ensure that we can address the ever growing list of projects created by IEEE Members and external competition.

 
Joseph Lillie

Headshot of Joe Lillie

Biography

I received the B.S. in Electrical Engineering (1974) and the M.S. in Telecommunications (1997) from the University of Southwestern Louisiana. I have 45 years experience in telecommunications engineering and management and was employed by BellSouth Telecommunications from 1973 to 2002. During these years, I held positions of Design Engineer, Planner, Support Manager, Engineering Manager and Planning Manager. When I retired in 2002 I was a member of the BellSouth Louisiana State Staff providing engineering and construction support. In 2003 I joined NorthStar Communications Group as the Director of Corporate Quality. In September 2005 I returned to BellSouth for seven (7) months working on Hurricane Katrina restoration. I currently perform internal quality audits to the ISO9000, TL9000 and M- 1003 standards on a part time basis. During my professional career I attended numerous training sessions on telephony, management, leadership, contract administration, and quality management. Debbie and I have been married for 45 years. We have two children, both Electrical Engineers, and five grandchildren. I have been involved in IEEE activities since joining as a student. Over the years I have been involved at the Section, Region and International levels and have served on the IEEE, MGA, Awards, Foundation and IEEE -USA Boards. I have served as Treasurer for the IEEE, MGA, IEEE-USA, Foundation, Consumer Electronics Society, Smart Village and Lafayette Section and have been a member of the IEEE Finance Committee 12 of the past 15 years.

Region Activities

Region 5 Director 2000-2001, Region 5 Committee 1988-2005. Served on several Region 5 committees.

Society Activities

Consumer Electronics Society Board of Governors 2013-2018, Treasurer 2013-2017, Secretary, 2014.
IEEE Smart Village Steering Committee serving as Finance Chair 2016-2017.

Why should we select you to serve in this position?

Thank you for considering me for the position of IEEE Treasurer and allowing me to give back to an organization that has given so much to me. Our financial performance for the past few years indicates that our operating expenses exceed our operating income. This trend must be reversed and we must figure out how to live within our means. We can do this if we are willing to work as a team to evaluate and improve our business processes so that we can deliver the same or improved products and services at a lower cost. I have the knowledge, experience and skills required to move us in this direction. I am willing to devote the required time and energy to perform the functions of the IEEE Treasurer. I can get the job done.

Position Statement

As IEEE Treasurer, I will lead in the effort to improve the IEEE financial performance by working with the IEEE Board and others in leadership and decision-making positions. We have started this process with an ad hoc committee that I am leading and we have identified the following:

  1. Span of Control – Review the overall IEEE staff organization to determine if there are savings that can be gained by having fewer staff with supervisory responsibilities. On average, each supervisor currently has four employees. We need to increase this to a range of 8 – 10 employees per supervisor, thus reducing costs
  2. Travel Expenses and Reporting - Move to a more robust process that would allow us to identify expenditures by the vendor and the spender and include an improved expense report submittal process. The outcome should be improved accounting of expenditures and possible discounts from vendors. Other companies do it, why not IEEE?
  3. Virtual Meetings - Utilize technology that would allow us to conduct some business without traveling. We need to determine the economic and business issues related to this type of meeting and determine if we can move this issue forward as a cost savings item.
  4. Accounting Systems and Processes - We must review our financial systems and processes to ensure that we are performing required processing and reporting at the lowest possible cost. Additional business processes should be evaluated; however, we need to proceed with caution to ensure that we do not damage the organization.
 
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