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Terrie Gero Smead profile image

Terrie Gero Smead

Chairperson of the Board at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">CAPS-SIG</span>
Intro Book
Terrie Gero-Smead is a seasoned finance professional with 33 years of experience, holding leadership roles in auditing, finance, and management, with a Bachelor's degree in Business Economics from UC Santa Barbara.
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Location
McKinney, Texas, United States, US
Languages
  • English -
Skills
  • Auditing
  • Accounting
  • Management
  • Finance
  • Financial Analysis
  • Show all
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Bio

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Terrie Gero-smead is a seasoned finance professional with extensive experience in auditing, accounting, and management. She has held various leadership positions, including Chairperson of the Board at CAPS-SIG, a workers' compensation self insurance group for private education institutions throughout California. As a Director of Finance and Human Resources at The Mardan Foundation of Educational Therapy, Inc., Terrie managed all aspects of the company's finance, investment, and HR functions. She also coordinated grant writing and fundraising activities, managed contracts, and physical plant. Her expertise has been recognized through her involvement with Western Association of Schools and Colleges (WASC) as a Visiting Committee Member. Terrie holds a Bachelor's degree in Business Economics from UC Santa Barbara and is a certified public accountant (CPA) with licenses issued by the Texas State Board of Public Accountancy and the California Board of Accountancy.

Credentials

  • CPA
    Texas State Board of Public Accountancy
    Aug, 2018
    - May, 2026
  • CPA
    CA Board of Accountancy
    Feb, 1985
    - May, 2026

Experience

  • CAPS-SIG
    • Chairperson of the Board
      • Jan 2022 - Present

      The group manages a workers' compensation self insurance group for private education institutions throughout California.

  • The Mardan Foundation of Educational Therapy, Inc.
    • Irvine, CA
    • Director of Finance & Human Resources
      • 1991 - Present
      • Irvine, CA

      As Director of Finance and Human Resources I manage all aspects of the Company's finance, investment, and HR functions. I also coordinate grant writing and fundraising activities, manage contracts, and physical plant.

  • CAPSSIG (CA Association of Private Schools Self...
    • Treasurer - Board of Directors
      • 2017 - Jan 2022

      Current Board Member for CAPS SIG, a workers compensation self insurance group for private educational institutions in California.

  • Western Association of Schools and Colleges (WASC)
    • Southern CA
    • Visiting Committee Member
      • Mar 2014 - Jun 2020
      • Southern CA

      The Western Association of Schools and Colleges (WASC) is one of six regional accrediting associations in the United States. Volunteer committees visit schools to provide a perspective on the quality of the curricular and instructional program provided for students as well as schools&#39; operati...

  • CAPS SIG
    • Vice Chair - Board of Directors
      • 2015 - 2016

      Current Board Member for CAPS SIG, a workers compensation self insurance group for private educational institutions in California,

    • Treasurer
      • 2005 - 2015

      Current Board Member for CAPS SIG, a workers compendsation self insurance group for private educational institutions in California,

  • Deloitte
    • Orange County, California Area
    • Audit Manager
      • 1982 - 1991
      • Orange County, California Area

      As an Audit Manager at Deloitte, I managed several audit teams, primarily in the not for profit, banking, and real estate industries.

Education

  • 1978 - 1982
    UC Santa Barbara
  • UC Santa Barbara

Suggested Services

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Industry Focus. “Accounting and Auditing”

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