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Board of Advisers

ICI Management and Key Advisors

ICI was formed by using the real world experiences of a Board of Advisors comprised of executive managers, CPA firm partners, Board members, attorneys, and control designers. ICI products are field tested in organizations before being offered to our clients.

Our organizational management team was led by William E. Perry. Bill is an experienced and widely recognized control expert. His extensive experience includes writing AICPA standards and study programs; directing a landmark project to define computer controls funded by IBM; a Malcolm Baldrige National Quality Award examiner; author of over 25 books on control; and founder and director of the Quality Assurance Institute.

The following is the list of our Executive Management Team and our Board of Advisors:

William E. Perry, CPA, CICP - Chairman Emeritus

Bill is no longer active in the operations of The Institute but has been given the title Chairman Emeritus. He founded the Internal Control Institute™ (ICI) to address the control challenges posed by the Sarbanes-Oxley Act, the SEC and the major stock exchanges. He is an experienced and widely recognized control expert. Mr. Perry is also the founder and Executive Director of the Quality Assurance Institute (QAI) His extensive experience includes writing AICPA standards and study programs, directing a landmark project to define computer controls funded by IBM and a Malcolm Baldrige National Quality Award examiner. He has been the Executive Director of the Quality Assurance Institute since it’s beginning in 1980. He is the author of over 50 books, including Surviving the Top Ten Challenges of Software Testing, Effective Methods for Software Testing, A Structured Approach to Systems Testing, and Effective Methods of Year 2000 Compliance. Bill holds an MBA from Rochester Institute of Technology and a Masters of Education from the University of Rochester.

Michael Pregmon, Jr., Ph.D., CICP - COO and Executive Director

Michael Pregmon, Jr. is the Chief Operating Offier and Executive Director of the Internal Control Institute™ with over 40 years of experience in various business functions. He has participated on both for-profit and not-for-profit boards of directors. His experience focuses on installing effective business control systems, measuring and reporting efficiencies, and providing training in corporate quality, governance, and ethics. He received his BS degree in Business Administration from the Pennsylvania State University, MBA from New York Institute of Technology and Ph.D. from Madison University. Over the years, he has been an author, consultant, senior corporate executive and adjunct professor in the Graduate School of Business at Nova Southeastern University and at St Petersburg College also in Florida. Dr. Pregmon has presented international seminars and training programs at over 65 colleges and universities. He is a former member of the editorial review board of Software Development Magazine, Distribution Management Magazine and a current member of an Advisory Board at the University of Washington. He is an Advisory Board Member and Technical Expert with the World Business Review television program hosted by General Alexander M. Haig, Jr. He regularly appears on this TV program which is aired on CNBC, BRAVO, and Asia Television, and also US Airways, Frontier and Jet Blue Airlines in-flight programs. Mike was also awarded and honored as a Paul Harris Fellow, which is Rotary Club International’s award for service to humanity worldwide.

H.C. “Pete” Warner, CPA, CIA, CICP - President

H. C. “Pete” Warner is the President of the Internal Control Institute™. Pete has over 30 years of real world experience. He has served as Chief Audit Executive for two Fortune 500 companies and has also been a Director of Accounting for a Fortune 500 Company. Pete participated in the original promulgation of the “Standards for the Professional Practice of Internal Auditing” and has also served as a Member of a Board of Directors and Chairman of an Audit Committee. He has been a multiple term member of the Florida Institute of Certified Public Accountants Accounting Principals and Auditing Standards Committee. A researcher, writer and lecturer, Pete coordinated the first definitive study of Systems Auditability and Control and has published articles in the Florida CPA Today, The Internal Auditor and The Journal of Accountancy. He holds a BS in Accounting from the State University of New York and MS in Management from Rollins College, Winter Park, Florida.

Allen Foster - Member, Board of Advisors

Allen has been a commercial producer of insurance products since 1985. From 1985 until 1999, Allen worked for and then ran Marvin A. Foster & Associates in Orlando, Florida as its president & CEO. There he gained valuable experience in all facets of the insurance business including valuable problem solving skills. The non-typical approach used in bringing ICI and AIG together for this teleconference and the vision involved in developing this package is evidence of his skill. In the late nineties, Allen entered into a management agreement with Sihle Insurance Group to provide technical and service support for his commercial book. Since that time, Allen has been involved in commercial insurance production and marketing support for other producers. Allen views the carriers he works with the same way he views his insureds, as valuable clients. This philosophy of doing business allows for an objective approach in helping Allen solve problems and achieve his goals.

 

Robert Hackett - Member, Board of Advisors

Bob has over 38 years of experience in the insurance industry. He has been successful with both personal and commercial insurance offerings, including life, health, property, casualty and related allied lines. Out of college, Bob started his insurance career with the Earl Bacon Insurance Agency in Tallahassee, Florida. In 1974 Bob joined Fletcher, Bryan and Associates, Inc. in Orlando, Florida, which was acquired by Poe & Associates, Inc. in 1982. While at Poe & Associates Bob served as Vice President of the Retail Division from 1982 to 1993. From 1993 to 1997 Bob was a partner with Cox and Associates, Inc. in Winter Park, Florida. Bob has been associated with the Sihle Insurance Group since 1997 and is involved with all aspects of the insurance agency's production functions. With over two thousand hours of professional insurance training, Bob currently holds the insurance designations of Certified Insurance Counselor (CIC) and Life Underwriter Training Counsel Fellow (LUTCF). Bob attended Atlantic Christian College in Wilson, North Carolina from 1965 - 1967, and Florida State University from 1967 - 1969, with a major in Marketing and Sales Management.

 John (Jack) T. Manhire. Ph.D. - Member, Board of Advisors

"Dr. Jack" is the Chief Story Teller and Creative Officer for T.C.D.G. Studios. He is the creative director for a full range of branding and marketing programs including corporate identity, marketing and sales campaigns, web sites, and multi-media presentations and broadcasts. Dr. Manhire, has served as past Chair of the Board and Chief Executive Officer of several corporations. Dr. Manhire holds a doctorate in Executive Leadership and Education. He has over 30 years experience as a senior corporate executive and advisor to some of the nation's top companies, including AT&T, Planning Research Corporation - Vice president, Systems Integration Division, Engineering Research Associates - Senior Vice President and General Manager, St. Ives Management Corporation (501C3 consulting firm), President and CEO. He has extensive strategic planning, organizational assessment, and management development experience for numerous small to mid-range organizations and is frequently invited as a lecturer, instructor, and keynote speaker. Education includes: PhD, Educational Leadership, Barry University; MS, Industrial Engineering, Rutgers Graduate School of Engineering; MS work, Mental Health Counseling, Nova Southeastern University; BS, Mathematics, Villanova University.

Robert J. Patterson, CPA, CFE - Member, Board of Advisors

Robert has over thirty years of audit, accounting and business experience in both the internal audit and public accounting areas with variety of experience in numerous industries and business situations. He has managed departments, projects and work teams with a wide range of authorities. He has participated in and managed information strategy creation, systems development and deployments, and risk assessment and management programs. Robert is the Managing Director of the Patterson Group L.L.C., a holding company for various business interests including investments, real estate management, and consulting. Formerly the Head of Audit Operations and Development for the Zurich Financial Services Group -Zurich, Switzerland- responsible for leading in the development of the Group audit practice standards and the installation of a global system for audit management, risk assessment and audit documentation. He was the Chief Audit Executive for the Fidelity & Deposit Companies – Baltimore, Maryland- where he reported to the Audit Committee of the Board of Directors and Chief Executive Officer. Prior to that, he worked for both local and international accounting organizations in varying positions from staff to partner. Robert has a Bachelor of Science in Accounting from Elizabethtown College, a Masters in Accounting from Loyola College in Maryland, and a Certificate in Management from the Kellogg School of Business Administration – Northwestern University.

Chris Toadvine, M.S., CFP®, AIF® - Member, Board of Advisors

Chris Toadvine is a native of Ohio, and lifelong resident of Central Florida. He is a graduate of Polk Community College where he was named to Who’s Who in American Junior Colleges. He earned his Bachelor’s Degree in Business from The Florida State University, and his Master’s Degree in Personal Financial Planning from Georgia State University’s Robinson College of Business. Chris is a CERTIFIED FINANCIAL PLANNER practitioner and an Accredited Investment Fiduciary™. He is co-founder of Toadvine & Associates, a wealth management and financial planning firm in Orlando, Florida. Prior to starting his own practice Chris served as Client Manager with Ronald Blue & Co., LLC. Mr. Toadvine currently serves as a Board Member for the Financial Planning Association of Central Florida, and is a 2001 graduate of the Greater Orlando Leadership Foundation.

 

James Connolly, Ph.D. - Member, Board of Advisors

Jim Connolly successfully completed his Doctoral Studies from Barry University in 2006 where he received his Ph.D. in Higher Education, Administration, and Leadership. Jim also received his Community College Certification in Higher Education from the University of Florida. He received his Master’s Degree in Counseling from Edinboro State University of Pennsylvania. Jim has been published in several magazines related to his profession. Dr. Connolly currently serves as the Director of Workforce and Professional Development at St. Petersburg College. Before joining Corporate Training, Dr. Connolly successfully directed the Electronic Campus of St. Petersburg College where he has oversight to 25 thousand students.

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