Executive Director

• Nov 2021 - Present

With more than 350 members, the Rotary Club of Louisville is one of the largest organizations among Rotary International’s 46,000 clubs around the world. For over 110 years, the Rotary Club of Louisville has welcomed guests and visiting Rotarians from all over the world at its weekly luncheon meetings. Members of the Rotary Club of Louisville include prominent leaders in the business and civic community throughout the state who are connected with each other, the Louisville community, and other Rotarians worldwide. Learn more at louisvillerotary.org. If you serve in an executive leadership position and are interested in membership, please contact rotary@rotary45.org.

Founding Board Member

• Oct 2018 - Present

Making Kentucky First in Good Business! Canopy and its partners plan to make Kentucky the best place in the country for socially conscious, impact driven businesses and entrepreneurs, through education, certification, advocacy, and talent attraction. Making Kentucky First in Good Business! Canopy and its partners plan to make Kentucky the best place in the country for socially conscious, impact driven businesses and entrepreneurs, through education, certification, advocacy, and talent attraction.

Marketing Director

• Jan 2013 - Dec 2021

Firm Administrator | Marketing & Business Development Director | HR Director

• Nov 1997 - Dec 2012

In my role as Marketing Director, I initiated, facilitated, oversaw and supported all marketing, public relations and business development activities at McCauley Nicolas, including: Proposal development and research Incentive programs Website and social media content development Promotional materials, advertising and mailings Event planning & coordination Internal and external communications Client surveys and appreciation Community involvement Foster relationships with peers at PKF member firms across North America I also played an active role in recruiting and retaining an incredible staff responsible for MNC being named one of the Top Places to Work in Louisville for 2011 and 2012, as well as being honored with the Alfred P. Sloan Award for Excellence in Workplace Effectiveness and Flexibility for five consecutive years. From time to time I had the opportunity to serve the financial needs of clients, most recently an international client based in Hong Kong and Australia with operations in the U.S. Prior to moving my focus to Marketing and Human Resources, I served as MNC’s first Firm Administrator, working directly with the Managing Partner and responsible for supervising the administrative staff and overseeing all administrative functions. In this role, I was privileged to oversee the merging of three offices into one state-of-the-art 20,000sf space in a newly constructed “Class A” office building. I assisted with office layout & design, furniture & systems selection and installation, and transition planning. I directed movers and employees, answered questions, resolved problems, and ensured the process went as smoothly and efficiently as possible.

Controller/CFO

• 1990 - 1997

Full responsibility for all accounting and financial functions for the nation’s largest physician placement firm, which was recognized by Inc. Magazine as one of the fastest-growing companies in the U.S. with a growth rate of over 570%; reported directly to the President and Board of Directors. Highlights: *Member of the Executive Committee responsible for operational decisions for all affiliated companies. *Developed cash forecasting program to project daily cash requirements and maximize float; negotiated over $2 million in short- and long-term bank financing. *Formed and developed accounting systems and procedures for related entities including a contract staffing firm selected two consecutive years for the Dallas 100; a general partnership which leased office and computer equipment; a magazine publishing company; and a broker/dealer with SEC and NASD filing requirements. *Successfully coordinated the corporate and regional office expansions, including lease negotiation, floorplan design, and selection of furnishings, office equipment and PBX telecommunications system. *Established and administered 401(k) and Section 125 cafeteria plans. *Worked closely with IT department to develop customized accounting software. *Served as key witness in a California trial involving a former shareholder/officer.

Asst. Controller

• 1989 - 1990

Hired, trained and supervised staff of nine responsible for all accounting functions for rapid-growth chain of upscale maternity boutiques. Prepared monthly financial package for the Board of Directors, supervised annual inventory and outside audit, prepared tax returns and maintained insurance coverage. Promoted from Staff Accountant to Asst. Controller within six months, reporting directly to CFO; shortened G/L close by over a week; reduced length and cost of year end audit. Hired, trained and supervised staff of nine responsible for all accounting functions for rapid-growth chain of upscale maternity boutiques. Prepared monthly financial package for the Board of Directors, supervised annual inventory and outside audit, prepared tax returns and maintained insurance coverage. Promoted from Staff Accountant to Asst. Controller within six months, reporting directly to CFO; shortened G/L close by over a week; reduced length and cost of year end audit.

Staff Accountant

• 1987 - 1989

Auditor, focused primarily in banking and healthcare Auditor, focused primarily in banking and healthcare