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AACMI > About AACMI > Board of Directors
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Board of Directors

Patrick Gross is Chairman of The Lovell Group, a business and technology advisory and investment firm. Through The Lovell Group, he is advising half a dozen private technology and internet commerce firms. Previously, he spent three decades with American Management Systems, Inc. He founded AMS in 1970 with four colleagues from the Office of the Secretary of Defense and built it to a $ 1 billion company with 7,000 professionals throughout North America and Europe. He is currently a director of four public companies: Capital One Financial Corporation, Career Education Corporation, Liquidity Services, Inc., and Mobius Management Systems, Inc. He is also a director of several private companies including Sarnoff Corporation and Development Alternatives, Inc. His other leadership positions include Trustee and Chairman of the Research and Policy Committee of the Committee for Economic Development, Vice Chairman of the Council for Excellence in Government, Chairman of the Intergovernmental Technology Leadership Consortium, and cofounder and past chairman of the World Affairs Council of Washington, D.C. He is and has been a director/trustee/board officer of several educational institutions, hospitals/health care organizations, and economics and public policy organizations. He is a member of the Council on Foreign Relations, the International Institute for Strategic Studies, and the Economic Club of Washington.

Patricia "Trish" Oelrich formerly chaired the Audit Committee of Pepco Holdings, Inc., and is a member of the Audit Committee and Risk Committee of FHLB- Office of Finance. Most recently, as Vice President of Global IT Risk Management at GlaxoSmithKline Pharmaceuticals and member of the CIO management team, Trish was influential in guiding the organization's technology strategy. Previously, at SmithKline Beecham Pharmaceuticals, Trish had worldwide responsibility as the Vice President of Internal Audit. She transformed a traditional audit function to a risk‐based and value‐added audit and consulting function. Trish built a high performance team that was recognized as advisors throughout the company on strategic business issues. Trish, a CPA, holds a BBA in Accounting and Information Systems, an MA in Human and Organizational Systems, and is pursuing a PhD focused on moral and ethical behavior in the use of social technologies.. She is a faculty member for Drexel University Director's Academy. Trish also has been active on various industry and not‐for‐profit boards as Treasurer and committee chair.

Howard Carver was elected to Assurant’s board of directors in March 2002. Mr. Carver retired as an office managing partner of Ernst & Young in June 2002. Mr. Carver’s career at Ernst & Young spanned five decades, beginning as an auditor and a financial consultant. He currently is a director and serves as a member of the Audit Committee of StoneMor Partners L.P. In 2013, Mr. Carver was appointed to the board of directors of Pinnacol Assurance, the workers compensation facility for the state of Colorado, and is a member of the company’s Audit Committee. Mr. Carver is a certified public accountant and is a member of both the American Institute of Certified Public Accountants and the Connecticut Society of CPAs. He also sits on the boards and committees of several organizations including the University of Wisconsin and Wadsworth Atheneum.

Frederick “Ted” C. Peters II serves as Chairman and CEO of Bluestone Financial Institutions Group. Previously, Mr. Peters served as Chairman and Chief Executive Officer of Bryn Mawr Bank Corporation and The Bryn Mawr Trust Company from January 2001 through December 2014. Under his leadership, the Bank increased from $420 million in banking assets to almost $3 billion. At the same time, the Wealth Services group at Bryn Mawr Trust grew from approximately $1.4 billion in assets under management and administration to over $7.6 billion. Full-service banking offices rose during this same time period from 5 to 29. Prior to joining Bryn Mawr Bank Corporation, Mr. Peters founded and served as the CEO of two community banks. Mr. Peters served on the Board of the Federal Reserve Bank of Philadelphia from 2009 through 2014. He chaired the Audit Committee of that Bank for two years and concurrently served on the Committee of Federal Reserve Audit Chairs in Washington, DC. Mr. Peters is currently a director and audit committee chair of Paycom Software, Inc., a NYSE company. In addition, he has served on numerous nonprofit, educational, and trade association boards over his career. He is a cum laude graduate of The Haverford School and has a B.A. in Political Science from Amherst College.

Michael Purcell (Audit Partner - Retired, Deloitte & Touche LLP) has more than 36 years of professional experience (all with Deloitte), providing assurance and advisory services to public and private enterprise clients, including family owned businesses as well as large multi-national companies. He has an extensive background serving technology, financial services, life sciences, consumer products and manufacturing companies, with deep experience in financial reporting, mergers and acquisitions, capital sourcing, and due diligence. Mike served as the Philadelphia Office leader of Deloitte’s middle-market and growth enterprise services. Mike has assisted many emerging companies over the years including successful initial public offerings and exit transactions.

Mike currently serves on the Board and Audit Committee of various entities including Patriot National, Inc. (NYSE), Capital Funding Bancorp, McKean Defense Group, Malvern Preparatory School, Academy of Notre Dame and Ben Franklin Technology Partners. In the past, Mike also served on the Boards of Directors of the Pennsylvania Alliance for Capital and Technologies (PACT), Entrepreneurs’ Forum of Philadelphia, The Haverford School, , American Heart Association (President) and Main Line Jaycees (President). He was the chairman of the Impact Venture Summit in both 2006 and 2014, a highly successful venture conference which attracted over 1,000 attendees. Mike has also served in advisory roles for both Lehigh University and Drexel University. He is a member of the American Institute of Certified Public Accountants (AICPA) and a former President of the Philadelphia Chapter of the Pennsylvania Institute of Certified Public Accountants (PICPA).

Mike also attended the Drexel University Directors Academy in 2016.

Mike graduated from The Haverford School, has a BS in Accounting from Lehigh University and an MBA in Finance from Drexel University.

Allen R. Freedman served as Chair of the Governance Committee of Eaton Vance Mutual Funds until his retirement from the Board in July 2014. Mr. Freedman continues to serve as a Director of StoneMor Partners L.P. where he also serves as the Chair of the Audit Committee and a member of the Trust and Compliance Committee. Mr. Freedman was formerly the Chairman and Chief Executive Officer of Fortis, Inc. (predecessor to Assurant, Inc.), a specialty insurance company he founded in 1978 and from which he retired in 2000. Mr. Freedman is a founding director of the Association of Audit Committee Members, Inc. He served on the Board of numerous not-for-profits including the Philadelphia Orchestra, Hartwick College and OPERA America. served as Chair of the Governance Committee of Eaton Vance Mutual Funds until his retirement from the Board in July 2014. Mr. Freedman continues to serve as a Director of StoneMor Partners L.P. where he also serves as the Chair of the Audit Committee and a member of the Trust and Compliance Committee. Mr. Freedman was formerly the Chairman and Chief Executive Officer of Fortis, Inc. (predecessor to Assurant, Inc.), a specialty insurance company he founded in 1978 and from which he retired in 2000. Mr. Freedman is a founding director of the Association of Audit Committee Members, Inc. He served on the Board of numerous not-for-profits including the Philadelphia Orchestra, Hartwick College and OPERA America.

Frederick Lipman

Frederick D. Lipman, is the President of the Association of Audit Committee Members, Inc., an international not-for-profit organization devoted to developing best practices for audit committees. He is also a partner at Blank Rome LLP, an international law firm. Mr. Lipman is the author of Corporate Governance Best Practices (John Wiley & Sons, Inc., 2006), Executive Compensation Best Practices (John Wiley & Sons, Inc., 2008) and Whistleblowers: Incentives, Disincentives and Protective Strategies (John Wiley & sons, Inc. 2012). He is also the lead author of Audit Committees, published by The Bureau of National Affairs, Inc., Washington, D.C., which is the most comprehensive treatment of this subject currently published and is used by attorneys nationally who advise public company audit committees. Mr. Lipman has taught corporate finance, accounting and securities law at the University of Pennsylvania Law School for 10 years and has taught for five years in the MBA program at the Wharton School of Business. Mr. Lipman has appeared on CNBC, CNN, the Bloomberg network and Chinese television as a commentator on business topics and has lectured in China, India and Thailand. He is the author of twelve books, including those mentioned above. Mr. Lipman graduated from Harvard Law School. (Bio)

 
 
 

Board of Advisors

Thomas I. Selling, PhD, CPA is a Professor Emeritus of Accounting at Thunderbird School of International Management in Phoenix, AZ.  He is also co-founder and President of Grove Technologies LLC, a provider of hosted collaboration and database tools. Dr. Selling has served as an Academic Fellow, Office of the Chief Accountant, of the SEC. During 25 years as a business school professor he served on the faculties of MBA programs at Dartmouth, MIT, Wake Forest and Thunderbird School of International Management. He is frequently invited to speak about current accounting and financial reporting issues at conferences, has produced and led over 150 seminars for business professionals in 15 countries, and has been quoted in leading business publications such as the Wall Street Journal and Compliance Week. He authored numerous academic and practice publications. Dr. Selling has a Bachelor's degree and M.B.A. from Cornell, and a Ph.D. from Ohio State. Dr. Selling is a business strategist, technologist, educator, author and Certified Public Accountant.

Patricia A. Woodbury, CPA, CFE has more than 25 years of experience gained at the Public Company Accounting Oversight Board (PCAOB), the U.S. Securities and Exchange Commission (SEC), corporate financial management and public accounting. She spent nine years at the SEC in the Division of Corporation Finance, the last six of which she spent as an Assistant Chief Accountant. Ms. Woodbury is currently a managing director in the FTI Consulting Forensic and Litigation Consulting practice. Prior to rejoining FTI Consulting in 2006, she was an Associate Director in the Division of Enforcement and Investigations at the PCAOB.

Contact AACMI

 
For additional information about AACMI, contact:

Frederick D. Lipman, Esq.
Phone: 215.569.5518
Fax: 215.832.5518
E-Mail: Lipman@AACMI.org

 
 
 

 The Board on the Web

 
 
Discover additional information about the AACMI Board of Directors and Board of Advisors by browsing the internet links provided below:
 
Frederick D. Lipman
Allen R. Freedman
 Thomas I. Selling
Patricia A. Woodbury
 
 
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