Professional Experience:
President, Blue Ridge Business Consultants, Pennsylvania - 1999 to present
Launched new consulting service specializing in accounting and management services for for-profit and not-for-profit organizations.
Services include preparation of financial statements, cash flow projections, financial analysis and reports; budget preparation;
analysis of business operations to improve operating systems and processes and improve cash flow; and implementation of accounting
software packages. In addition, she provides education and training programs designed specifically for each client.
Executive Director, National Board of Certification for Community Association Managers (NBC-CAM), Alexandria, Virginia
- 1997 to 1999
Selected by the Board of Directors of the Community Associations Institute to plan and orchestrate the implementation of
a national certification program as a result of anticipating major changes in industry licensing and government regulations.
Charged with establishing the infrastructure, budgets and operating plans for this new organization.
- Established operational and financial infrastructure; designed database format to store individual certification information.
- Developed annual budgets; prepared monthly financial statements, cash flow projections and analytical reports.
- Launched an aggressive marketing campaign and received national press coverage. Built program to 3000+ certified
managers.
Senior Vice President, Community Associations Institute (CAI), Alexandria, Virginia - 1995 to 1999
Recruited to this 17,000-member trade association as Vice President of Finance/Administration and promoted to Senior Vice
President within 15 months. Directed the finance, MIS, human resources and office administration functions. Challenged
to drive forward operational, financial and employee relations improvements to support rapid growth and market expansion.
Directed a staff of 13 and administered $6.6 million annual budget.
- Conducted a complete assessment of core operations. Established internal cost controls, improved tracking of income
and expenses by program area, and significantly enhanced fiscal accountability organization-wide.
- Implemented budgeting process that transferred fiscal accountability for program results directly to program staff.
- Prepared and analyzed monthly financial statements; prepared financial reports, charts, graphs and cash flow projections.
- Directed the financial, MIS, human resources, mailroom/fulfillment, general office and customer service operations.
- Developed job descriptions for all positions and authored employee handbook.
- Managed major office expansion to accommodate increased staffing levels. Re-negotiated lease with landlord favorable to
CAI; direct point of contact for contractors, landlord and staff.
- Directed the implementation of new computer hardware and windows operating system; developed and wrote Request for
Proposal for a new membership-based software system and related modules including accounting. Interviewed potential
vendors and made final vendor selection.
Director, Finance and Administration, Equipment Leasing Association, Arlington, Virginia - 1987 to 1995
Promoted through three management positions to final assignment leading the strategic planning, design and implementation
of all financial, accounting, human resource, MIS and administrative functions for this 750-member trade association representing
a $129 billion industry. Orchestrated a massive reorganization to upgrade the quality, reliability and effectiveness
of core operations. Administered $5.5 million budget.
- Designed and implemented financial systems to provide for detailed tracking of income and expenses by program area.
- Directly responsible for all financial operations; produced monthly financial statements, reports and graphs; financial
analysis and cash flow projections.
- Researched, selected and installed two association management and accounting software systems.
- Directed two major office renovations while maintaining staff morale and continuing with normal business operations.
- Developed and authored Accounting Policy and Procedures Manual.
- Resolved long-standing billing and collections issues and significantly improved cash flow.
President, DF Financial Management, Pennsylvania - 1982 to 1986
Led the start-up and successful management of an exclusive management consulting practice providing specialized financial
and operations expertise to the for-profit and non-profit industries. Designed and delivered comprehensive programs
integrating management, financial and information system methodologies to streamline processes, enhance internal controls
and enhance operational effectiveness. Key clients included the Pennsylvania League of Cities, South Central Pennsylvania
Food Bank and United Methodist Home for Children.
Accountant/Computer Operator, Waggoner, Frutiger and Daub, CPAs, Pennsylvania - 1980 to 1982
Professional Development:
Certified Association Executive (CAE), Certified by ASAE 1992
Certified Accounting Application Specialist (CAAS), Certified by MS Great Plains 2000
B.A. Studies; completed more than 1000 hours of professional education/seminars/workshops on topics including
Organization Operations and Structure, Business Management, Human Resources, Accounting, Finance and MIS.
