Academy of General Dentistry - IL
(Implementation of Great Plains Dynamics accounting software - designed new chart of accounts; migrated prior year data;
provided training)
American Academy of Orthotists and Prosthetists - VA
(Developed Request for Proposal for a new membership based software system; worked with client through the final selection
process)
Association for Professionals in Infection Control and Epidemiology - DC
(Provided Chief Financial Officer services for six months; evaluated financial operations; presented "How to
Read and Understand Financial Statements" for the volunteer leadership; trained new CFO)
Community Associations Institute - VA
(Provided Chief Financial Officer staffing services; assisted with special projects)
Council on Foundations - DC
(Provided Senior Level financial staffing services - assisted with year-end audits)
International Foundation of Employee Benefit Plans - WI
(Provided Great Plains Dynamics training)
Institute of Food Technologists - IL
(Provided financial consulting services; re-structured entire accounting system; implemented MS Navision accounting application;
converted existing data to new system; re-designed financial reports for presentation to the board)
Institute of Management Accountants - NJ
(Implementation of Great Plains Dynamics accounting software - designed
new chart of accounts; designed format for financial statements; provided Great Plains training)
NAMI, PA (National Alliance for the Mentally Ill)
(Provided Chief Financial Officer staffing services; managed county/state contracts; managed membership, conference and
fundraising programs; implemented Great Plains Dynamics accounting software)
National Association of Health Underwriters - VA
(Provided Senior Level Financial staffing services)
Pennsylvania Association of School Retirees
(Evaluated financial and business operations and prepared report for the board; implemented new accounting software
and new chart of accounts; migrated data and trained staff)
Pennsylvania Foundation for Ornamental Horticulture
(Facilitated two day strategic planning session for the Board of Directors)
Pennsylvania Legal Aid Network
(Presented educational program at their annual conference - "Reserves and Investments")
Pennsylvania Society of Association Executives
(Provided Senior Level Financial staffing services; prepared financial statements)
Pennsylvania State Foster Parents Association
(Presented program for the board - "Understanding Your Association's Financial Statements")
Public Welfare Foundation - DC
(Provide Chief Financial Officer staffing services; reconile investment accounts and prepare financial statements, develop
annual budgets, on-going)
Reinsurance Association of America - DC
(Provided year-end audit support, prepared account reconciliations, financial statements and notes)
Society of Independent Gasoline Marketers of America - VA
(Implemented Great Plains Dynamics accounting software, designed chart of accounts and financial statements; provided
Senior Level financial staffing services)
Society for Technical Communication - VA
(Interim Chief Financial Officer and implementation of Microsoft Dynamics accounting software, restructure accounting
system and develop financial reports)
Surtech Industries
Provide chief financial officer services, reconcile general ledger and prepare financial statements, on-going)
Tate and Tryon, CPA's - DC
(Provide Senior Level financial staffing services)
YWCA Mid-Atlantic Region
(Presented educational program at their annual Leadership Academy: "Financial Management - Implementing Transparency
and Accountability in Your YWCA)
