Board of Advisors
A word from the Chairman of our Board of Advisors:
I take great pride in the educational foundation I received from the University of Illinois at Urbana-Champaign. Accountancy at ILLINOIS remains the top-ranked program in the nation because of its distinguished faculty and cutting-edge curriculum.
I’m also proud to be part of the ILLINOIS MS Tax Program in Chicago. This special program is an opportunity for rising stars in our business community to earn a credential in taxation that prepares them, to an incomparable extent, for the challenges they face as leaders in their field.
Influential leaders from major corporations and firms in Chicago have joined me in serving as advisors to the program, some of whom connect with students directly in the classroom. The College of Business at ILLINOIS actively engages these practicing experts to ensure that its curriculum is relevant and valued in the business world.
The field of taxation is incredibly dynamic. Understanding how competing forces impact business activities is a vital characteristic for tax professionals who aspire to leadership positions in their organizations. The ILLINOIS MS Tax Program addresses the strategic nature of taxation in a changing, globalizing business climate.
As a sponsoring firm or a prospective student, I encourage you to participate in this prestigious program.
Howard S. Engle, Chair
|Howard S. Engle|
Chair, Board of Advisors
MS Tax Program
|Angela Chalberg Pool
Ernst & Young LLP
Senior Vice President – Tax
Sara Lee Corporation
| Pat Roxworthy
Senior Vice President-Tax
Hyatt Hotels Corporation(Retired)
|Julie Q. Harmon|
Partner Mergers & Acquisitions – Tax
| Allan Sutherland
Capital Solutions International LLC
|F. David Leiter, Jr.|
Partner-in-Charge - Tax
|Judith P. Zelisko
|Karen A. Matusinec|
Senior Vice President and Treasurer
|Norma J. Lauder
Director—MS Tax Program
University of Illinois (retired)
Howard S. Engle, a retired partner with the Chicago office of Deloitte, has served as the Lead Client Service Partner and Advisory Partner for some of Deloitte’s largest and most complex clients including publicly held entities and private families. Prior to joining Deloitte in 2002, Mr. Engle was a senior partner with Andersen and coordinated Andersen’s international tax practices in the Midwest.
Howard is Chair and Co-Founder of the Graduate Tax Program at the University of Illinois and a Visiting Lecturer in the College of Business. He received his undergraduate degree in Accountancy with highest honors from the University of Illinois and holds a master’s degree in Taxation from DePaul University. He was awarded Bronze Tablet recognition for his performance in the undergraduate program at the University of Illinois, and was a 1972 recipient of the Elijah Watts Sells Award for his performance on the 1972 national CPA Exam. He is a certified public accountant and a member of the American and Illinois Societies of Certified Public Accountants.
He has served as a Trustee of the Deloitte Foundation and a member of the Board of the Center for Professional Responsibility in Business and Society at the University of Illinois.
He is a Trustee and Treasurer of the American Contract Bridge League Foundation. In addition, he previously served a two-year term as President of The Standard Club in Chicago.
In August, 2012 Howard was appointed by Illinois Governor Pat Quinn to the State of Illinois Board of Examiners and currently serves as Chair.
Previously, he served as Chair of the Andersen Foundation, as President of the University of Illinois College of Business Alumni Board, as Chair of the Finance and Investments Committee of the Alumni Board and as Chair of the College of Business Advisory Council.
He is married and lives in Highland Park, Illinois.
Marilyn K. Gerdes is the retired Senior Vice President/Tax for the Sara Lee Corporation, where she had responsibility for the world wide tax function. Sara Lee Corporation was an international consumer products company with operations in over 100 countries around the world.
Prior to joining Sara Lee in 1990, Marilyn practiced law in Illinois and New Jersey, specializing in criminal and civil litigation. She was a Professor of Law at Lehigh University from 1979 to 1984. She has worked extensively as a consultant in New York City in the commercial banking sector, and has specialized in corporate tax in public accounting.
Marilyn majored in Economics and Political Science at the University of Illinois where she graduated summa cum laude in 1974. She was awarded a J.D. from the University of Illinois School of Law in 1977 and a L.LM. in Taxation from New York University School of Law in 1983. She has been a member of the bar in Illinois and New Jersey since 1977.
Marilyn enjoys participating in not-for-profit organizations, and serves as a volunteer at the Greater Chicago Food Depository and is currently on the Board of Advisors for the University of Illinois MS Tax program. She is a previous member of the Board of Directors for Leadership Illinois. She was a founding member of the Sara Lee Corporation Employee Volunteerism Committee and the Chairperson of the Corporate Office Diversity Committee. Marilyn is a frequent speaker on tax and business topics. She was named a University of Illinois School of Law Distinguished Graduate in 2005.
Julie Q. Harmon
Mergers & Acquisitions – Tax
Julie is a Mergers & Acquisitions (M&A) Tax partner, and leads PwC’s Tax practice in the Mid-West region. As an M&A Tax partner she focuses primarily on due diligence, structuring, planning and post-close integration related to domestic and cross-border mergers and acquisitions. She is also a member of PwC’s U.S. Board of Partners and Principals.
Julie was admitted to the partnership in 2002 and has over 25 years of experience in tax, working with clients in a wide range of areas including: domestic, international and cross-border mergers, acquisitions, divestitures and reorganizations; international tax; net operating loss and other tax attribute utilization and planning; and general corporate tax issues.
Julie’s clients include U.S. and non-U.S. strategic and financial buyers and sellers with multinational operations and investments. She has been engaged in a wide variety of transactions and has experience in a broad range of industries.
Julie is a member of the American Institute of Certified Public Accountants and the Illinois Society of Certified Public Accountants.
F. David Leiter, Jr.
David is a partner in KPMG’s Federal Tax practice and serves as the Chicago Metro business unit partner in charge for Tax. He has served as lead partner on numerous FORTUNE 1000 and other publicly traded and private companies. He has also led KPMG’s Southeast area efforts with regards to Sarbanes-Oxley (SOX) 404, FAS 109, and FIN 48 and served as the Southeast business unit partner in charge of Tax.
Professional and industry experience
David has had extensive experience in serving a broad range of multinational clients. He has been responsible for many assignments in the multinational tax area including the global coordination of tax services to a broad range of KPMG’s audit and non-audit clients. He also has been involved in rendering services in other areas of corporate tax planning such as mergers and acquisitions, capital sourcing, people development, knowledge management, implementation of multijurisdictional financing structures, earnings and profits studies, dispositions of global operating units, corporate-wide reorganizations, the international tax aspects of trade and customs engagements, and other related tax matters.
Publications and speaking engagements
– Speaker, Tax Executive Institute
– Speaker, Financial Executive’s Institute
– Speaker, Council for International Tax Education
– Speaker, Southeast Business Tax Forum
– Speaker, University of Florida
– Member, advisory board, University of Tennessee School of Accounting
Karen A. Matusinec
Karen Matusinec was promoted to Senior Vice President and Treasurer of McDonald’s Corporation in October 2011, responsible for global Treasury, Tax and Insurance matters. She joined McDonald’s Tax Department in 2003 and was promoted to Vice President in 2006.
Karen has been recognized with excellence awards related to value generated for the organization and was a participant in McDonald’s Global Leadership Development Program. She is Chairman of the McDonald’s Profit Sharing Plan Administrative Committee and proudly serves as an Executive sponsor of McDonald’s Working Mothers’ Council.
Prior to joining McDonald’s Karen spent over eight years in the professional services industry, first with Arthur Andersen and then with Deloitte specializing in international tax planning and consulting for large multinational companies. Prior to her public accounting experience, Karen worked in corporate tax in the financial services industry for five years.
Karen earned a Bachelor Degree in Accounting from the University of Wisconsin-Milwaukee,
a Masters in Taxation from DePaul University and is a Certified Public Accountant.
Karen, her spouse and children reside in Elmhurst, Illinois.
Angela Chalberg Pool
Angela Chalberg Pool is a member of Ernst & Young LLP’s International Tax Services practice for the Midwest Sub-Area. She is based in Chicago, Illinois, and has more than 19 years of tax experience.
Angela began her career at Ernst & Young LLP in the Chicago office. In 1998, she transferred to the Ernst & Young global member firm in France, where she served one year on the US Tax Desk in Paris, assisting both US-based and European-based multinational companies. In her current role, she continues to provide US tax advice for multinational companies primarily based in the Midwest.
Angela advises clients on both internal and external restructurings, financing, acquisitions, foreign tax credit matters, repatriation, tax accounting and related tax compliance reporting. She has extensive experience in the design and implementation of worldwide structures, cross-border transactions, tax implications to transfer pricing and tax accounting process improvement, as well as in managing such projects and project teams.
Angela received a Master of Science in Taxation and completed her Bachelor of Science in Accountancy from the University of Illinois in Urbana-Champaign. She also received a business school certificate from Ecole Supérieure de Commerce. She is a certified public accountant licensed in Illinois.
Daniel F. Rahill
Dan has significant experience in business process redesign, business development, strategic planning, financial modeling and budgeting across a variety of industries and entities. His expertise includes tax advisory, structuring and compliance services, tax outsourcing services, negotiation and transaction management in mergers, acquisitions and divestitures, tax provision and accounting services for multinational entities, and personal financial planning
Dan’s industry experience includes consumer and industrial products, alternative investment funds, professional services and family offices.
Dan joined FGMK in 2013 as Partner-in-Charge of Tax Services, serving closely-held, public and individual clients. Dan also is the Chairman of the Board of the Illinois CPA Society. Previously, Dan was with KPMG from 1985 through 2012, and was admitted into the partnership in 1992. From 2001 to 2010, Dan served as Partner-in-Charge of Tax for the Chicago Metro Business Unit. Dan was also a trustee of the KPMG Foundation and served as the Global Lead Partner on many of KPMG’s most prestigious accounts.
EDUCATION AND CERTIFICATIONS
B.B.A., Accounting, University of Notre Dame
J.D., LL.M., DePaul University Law School
Certified Public Accountant
Chartered Global Management Accountant
PROFESSIONAL AND CIVIC ORGANIZATIONS
American Institute of Certified Public Accountants – Member and Illinois Representative, AICPA Council
Illinois CPA Society – Chairman, Board of Directors
American Bar Association
Chicago Bar Association
Advisory Board, Notre Dame Department of Accountancy
Advisory Board, University of Illinois MST Program
Advisory Board, Ladder Up/Top Assistance Program
The Economic Club of Chicago, Chairman, Membership Committee for Accountants and Consultants
Board of Directors, Metropolitan Family Services
Executives Club of Chicago
Westmoreland Country Club (Finance Committee)
Patrick J. Roxworthy
Senior Vice President, Tax
Hyatt Hotels Corporation
Patrick Roxworthy retired as Senior Vice President, Tax for Hyatt Hotels Corporation on June 30, 2014, after 37 years as a tax professional. Pat had joined Hyatt in March of 2009.
Prior to joining Hyatt, Pat had been the Vice President, Tax at YUM! Brands, Inc. in Louisville, Kentucky since October of 1997 (YUM was created by the spin-off of KFC, Taco Bell and Pizza Hut from PepsiCo, Inc.) Prior to the spin-off, Pat was Vice President, International Tax for the PepsiCo Restaurants International division and Director of Tax for KFC.
Pat is also active with the University of Illinois at Urbana-Champaign, where he has been a member of the Advisory Board of Directors of the Master of Science in Taxation program at the Illini Center in Chicago since 2005. Pat is an active board member and has been a guest speaker at both the Illini Center and the Urbana-Champaign campus. Pat also recently joined the new UIUC Department of Accountancy Board of Advisors in Urbana Champaign, and is also a member of the Junior Achievement Chicago Board of Directors.
From 1988 to 1993 Pat worked for American Financial Corporation (AFC) in Cincinnati, where he led the tax departments of Spelling Entertainment Group and The Charter Company. He also was Tax Director of John Morrell & Co. in Chicago from 1983 – 1988, at which time Morrell became an affiliate of AFC.
Pat also spent 3 years in tax at CFS Continental in Chicago, and began his career at Price Waterhouse Chicago (1976 – 1981).
Pat is married and has two daughters. He enjoys sports, music, reading, cooking and wine collecting.
Education & Professional Designations
1987 MS, Taxation – DePaul University, Chicago
1976 BS, Accountancy – University of Illinois, Urbana-Champaign
1977 Certified Public Accountant – University of Illinois, Urbana-Champaign
Member of Advisory Board of Directors-MS Tax Program, University of Illinois, Urbana-
Champaign (At The Illini Center in Chicago)
Member of the UIUC Department of Accountancy Board of Advisors,Urbana-Champaign
Member of Junior Achievement Chicago Board of Directors
Member of Tax Executives Institute
Member of Tax Council Policy Institute
After almost 20 years, Mr. Sutherland resigned as the Senior Vice President, Taxes and Investments at Illinois Tool Works Inc just over three years ago to start-up the Capital Solutions Group of companies. The Capital Solution Group’s business model builds off Mr. Sutherland’s experience at ITW by focusing on connecting strategic and investment partners to efficiently fill voids in the business marketplace and to leverage otherwise inefficient structural components, such as tax arbitrage, to enhance the effectiveness of the opportunities.
While at ITW, his career started as Manager, Federal Taxes in 1993 and changed over time until he was promoted to a Senior Office position in 1998. As a member of the Senior Management team for over a decade, Mr. Sutherland was involved in all of ITW’s major strategic decisions and actions as the company grew into one of the largest manufacturing companies in the world.
Prior to joining ITW, Mr. Sutherland was a Senior Manager at Ernst & Young in their Chicago office working with corporate, partnership and individual clients. Mr. Sutherland holds a B.S. in Accountancy from UIUC and a Masters in Science, Taxation from DePaul University. He is a member of the advisory board for the Master’s in Tax program of the University of Illinois and is actively involved with several professional organizations including the Commerce Club of Chicago, the Executive Club of Chicago, the Chicago Council on Global Affairs and the International Financial Executives Association.
Mr. Sutherland is married with two children, both of which are ILLINOIS alumni!
Judith P. Zelisko
Judith P. Zelisko, as Vice President of Tax at Brunswick Corporation, heads up the Corporate Tax Department, which is responsible for all worldwide tax planning and U.S. tax compliance for the Company. Before joining Brunswick, Ms. Zelisko was an associate with the law firm of Baker & McKenzie in Chicago.
Ms. Zelisko graduated from Syracuse University in Syracuse, N.Y. with a BA degree in economics and international relations, and received her JD from Harvard Law School. She is a member of Phi Beta Kappa. Ms. Zelisko is active in the tax community, both in the Chicago area and on a national basis. She was elected the first woman president of the Chicago Chapter of the Tax Executives Institute (TEI) in 1994 and has served in a number of regional and national leadership positions.
Ms. Zelisko served as the 2004-2005 International President for TEI, and currently serves on TEI’s Advisory Board to the President and the Continuing Education Task Force. During her tenure as TEI’s International President, Ms. Zelisko was named to Tax Business Magazine’s inaugural “Tax Business 50” list of the 50 most influential people in the sphere of global taxation. Along with her involvement in TEI, Ms. Zelisko is a long-standing member of MAPI Tax Council, serving as Chairperson in 2001-2002, and currently serves on the Board of Advisors for the University of Illinois at Urbana-Champaign MS Tax Program in Chicago and the National Association of Manufacturers (NAM) Tax Leadership Committee. In addition to her activities in the tax community, Ms. Zelisko has been serving as the Chairperson of the Brunswick Good Government Fund (Brunswick Corporation’s political action committee) since 1993, currently serves as President of the Brunswick Private Foundation, and is a member of the Executive Committee of the Board of Visitors for Syracuse University College of Arts and Sciences.
Norma J. Lauder
Norma J. Lauder has spent her entire career in the field of taxation. Prior to becoming the Director for the University of Illinois’ MS Tax Program in Chicago, she was the Senior Vice President, Director of Taxes, for Discover Financial Services and prior to that spent 18 years as the Senior Vice President, Director of Taxes, for Bank One Corporation (now part of JPMorgan Chase) and its predecessor companies (First Chicago Corporation and First Chicago NBD). During that time, she was responsible for the worldwide corporate tax position of the companies, including tax policy and planning, tax compliance and tax accounting. Prior to joining First Chicago, she was the Vice President of Taxes at Beatrice Companies, Inc., and prior to that she was a Tax Partner at Arthur Andersen in Chicago where she served a broad base of large multinational corporations.
Ms. Lauder is a member and former Chair of the Dean’s Business Council of the University of Illinois’ College of Business. She has served on a number of boards and committees throughout her career including the University of Chicago Law School’s Annual Federal Tax Conference Planning Committee, the Bank Tax Institute Planning Committee, the Tax Council, and the Financial Executive International’s Committee on Tax. In addition, she is a former Chair of the American Banker’s Association Tax Committee where she represented the industry before various government agencies, including testifying before Congress. She is also a Leadership Greater Chicago Alum, and a board member of the Women’s Business Development Center.
Ms. Lauder has a B.S. in Accountancy from the University of Illinois, an M.S. in Taxation from DePaul University, and is a C.P.A. She is a member of the American Institute of CPAs, the Illinois CPA Society and the Tax Executives Institute.