Brad Monterio

Board Member

Brad Monterio is a global director on the board of the Institute of Management Accountants (IMA) and the IMA representative to the Council. Monterio has been working in the global business sustainability movement for more than 13 years focusing on reporting frameworks, standards and technologies to help companies understand new reporting paradigms and models, including multi-capital models.

Monterio is Chief Learning Officer for the California Society of CPAs (CalCPA), the largest state CPA society in the US with more than 45,000 members. Prior to this role, Monterio was most recently Managing Director of Colcomgroup, Inc., a strategy, marketing and advisory services firm based in New York focused on the accounting, financial services and technology sectors. He is also a former investment banker and served in marketing and product development positions at Chase Manhattan Bank in international private banking, investment product development and retail banking.

Monterio has also served on the IMA Board’s Governance, Planning & Development, Volunteer Leadership and Nominating Committees. He is chair emeritus of the IMA Diversity & Inclusion Committee, and chair emeritus of its Technology Solutions & Practices (TS&P) Committee. He is currently a member of the IFAC Professional Accountancy Organisations (PAO) group representing the IMA.

Monterio is a Board Member of the Casualty Actuarial Society (CAS) serving the property & casualty insurance sectors, the former vice chair of the XBRL International Best Practices Board, and a member of the ACCA Technology Global Forum. He is past co-chair of the Sustainability Accounting Standards Board (SASB) XBRL Feasibility Task Force, a former Organisational Stakeholder of GRI and former member of the Carbon Disclosure Project’s XBRL Taxonomy Working Group.

He received his Bachelor’s Degree from Dartmouth College in 1988, speaks French and is an avid traveler. For more information, please visit https://www.linkedin.com/in/bradmonterio.