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HomeMy WebLinkAboutCF Collective Staff ResumesDonna Y. Meacham, CPA 3205 Bougainville Way Wilmington, NC 28409 910-297-5603 Cell Employment Managing Member/Owner Meacham CPA, PLLC (self-employed) January 2014 to Present. • Accounting Firm providing accounting, tax, human resources consulting and general consulting services. Managing Member/Owner Solutions In Billing, LLC (self-employed) February 2015 to Present. • Medical Billing Company providing billing and credentialing services to medical providers. Chief Financial Officer ACT Health Management Services, LLC and Affiliates, Wilmington, NC, November 2008 to July 2011. Rehired May 2013 to November 2013. ACT Health Management Services and Affiliates comprises 3 companies; ACT Medical Group, PA, a medical practice of approximately 70+ clinicians providing mental health services and primary services to long term care residents and community support agencies. ACT Medical Group produces net revenues between $10-20 million. ACT Health Management Services, LLC was formed July 2010 to provide billing and consulting services to medical practices. Lastly, Precision Health Care Services, a Critical Access Behavioral Health Agency (CABHA) formed in 2007 and purchased July 2010. Primary responsibilities includes: • Oversight of the Finance, Billing and Patient Intake, Information Technology and Medical Records Department. • Financial management and monthly reporting. • Budgeting, forecasting and strategic planning. • Quarterly physician bonus calculation. • Contract negotiations with managed care companies. • Interfacing with third party vendors, i.e., Local Management Entities, Bankers, tax advisors. • Coordinated annual Income Tax Preparation • Project manager for the implementation of new Practice Management software and Electronic Medical Record software. • Work directly with compliance department to ensure compliance with regulatory authorities. • Restructured billing department whereby collections improved by 10%. • Implemented a new General Ledger and HRIS software. Corporate Controller Ambulance Holdings, LLC d/b/a FirstMed EMS, Wilmington, NC, September 2011 to May 2013. Ambulance Holdings, LLC and subsidiaries ($100 million in net revenue) comprises 7 companies doing business in 7 states, employing Donna Y. Meacham, CPA 2 approximately 1800 employees; Primary responsibilities includes: • Review and consolidation of subsidiaries monthly financial statements for Board of Directors and Bank for covenant compliance. • Oversight of three Regional Controllers, accounts payable and payroll departments. • Coordination of annual financial audit and tax return preparation. • Interfacing with operations to understand variances from budget and/or forecasts. • File quarterly Ohio Commercial Activity Tax. • File Secretary of State Annual Reports. • Provide support for General Ledger software. • Develop and implement company policy and procedures related to finance. • Purchase accounting for companies purchased. • Developed spreadsheet for the consolidation of monthly financial statements reducing the time for consolidation from 40 hours to 8 hours. • Developed spreadsheet to track fixed assets and calculate depreciation. • Calculation of Net Gain/Loss on sale of assets. • Calculation of tax accrual monthly. Interim Chief Financial Officer Bladen County Hospital, Elizabethtown, NC, September 2004 to January 2005. (This was a temporary position.) Primary responsibilities included: • Oversight of the Finance, Registration, Patient Accounts, and Health Information Management Departments. • Financial management and monthly reporting. • Budgeting, forecasting and strategic planning. • Develop company policy and procedures related to finance. • Contract negotiations with managed care companies. • Designed systems for efficiency in financial management, accounts payable and reporting. • Coordinated filing of cost reports and Medicaid deficit funding. • Oversaw cash flow management • Coordination of the annual financial audit. • Developed reporting to Finance Committee, Hospital Board and Administrative Team on monthly basis. Firm Administrator Shipman & Associates, LLP Wilmington, NC, January 2004 to February 2005. Responsibilities included: • Strategic planning, cost reduction, revenue enhancement, human resource utilization and day-to-day operations. • Designed systems for efficiency in financial management, information technology, and resource management. • Drafted partnership agreements and developed attorney compensation formula. • Stabilized work environment. • Oversight of all financial management and reporting; accounts receivable (billing), accounts payable, payroll and general ledger. Donna Y. Meacham, CPA 3 • Re-negotiated purchasing contracts and loan terms. • Developed marketing plan. • Gathered data for partnership, employee benefits and personal returns. • Also prepared property tax returns. • Handled all employee matters, to include hiring and firing, development of employee handbook, new employee orientation, employee reviews and raises. • Acted as plan administrator for the cafeteria plan. • Coordinated employee benefits with employees and plan administrators. • Responsible for overseeing computer network; upgrading of hardware and software. • Developed performance reports for attorneys and staff. Chief Financial Officer Wilkes Regional Medical Center, North Wilkesboro, NC, August 2000 to December 2003. Promoted from Executive Director of Hospital Affiliated Services to Chief Financial Officer. Primary responsibilities included: • Oversight of the Finance, Registration, Billing, Credit/Collections, Corporate Compliance and Practice Management Departments. • Financial management and monthly reporting. • Budgeting, forecasting and strategic planning. • Develop company policy and procedures related to finance. • Contract negotiations with managed care companies. • Designed systems for efficiency in financial management, accounts payable and reporting. • Coordinated filing of cost reports and Medicaid deficit funding. • Oversaw cash flow management • Coordination of the annual financial audit. • Developed reporting to Finance Committee, Hospital Board and Administrative Team on monthly basis, as well as Town Board of Commissioners as needed. • Oversaw all financial aspects of hospital operations, including the physician practices and Home Care Division. • Managed a budget in excess of $75 million. • Development of pro-formas for new business operations. • Drafted various contracts (i.e. physician employment) for attorney to review. • Assured compliance with regulatory authorities. • Monitored the defined benefit plan and reported recommendation for changes to Retirement Committee. Executive Director of Hospital Affiliated Services Wilkes Regional Medical Center, North Wilkesboro, NC, August 1997 to August 2000. Primary responsibilities included: • Practice management functions for the following departments: Anesthesia, two Pediatric practices, and one Internal Medicine practice. • Developed Billing Department and policies/procedures to handle the billing for the physician practices. • Financial management and monthly reporting. Donna Y. Meacham, CPA 4 • Budgeting, forecasting and strategic planning. • Develop company policy and procedures related to finance. • Contract negotiations with managed care companies. • Contract negotiations with new physician recruits. • Quarterly physician bonus calculation. • Development of pro-formas for practice mergers. • Annual budget preparation and general ledger journal entries, and schedule preparation for auditors. • Periodic reporting to Finance Committee and Hospital Board. • Handled personnel management of aforementioned departments. • Re-designed billing function for the following departments: Home Health, Hospice, CAP, PCS, Child Therapy and Wellness Center. • Recovered in excess of two million dollars ($2,000,000) in old billings in the CAP Department. • Audited outpatient PT, OT, ST insurance claims for maximum reimbursement. Licensure NC Certified Public Accountant License #19521 Education University of North Carolina at Wilmington Wilmington, NC Bachelor of Science in Accounting Teaching Experience Instructor, Med 232: Medical Insurance Coding and Billing, Wilkes Community College, Wilkesboro, NC, January 2002 to December 2003. Professional Memberships North Carolina Association of Certified Public Accountants Society for Human Resource Management (SHRM) PAUL J STAVOVY, MPA Wilmington, NC 28403 ● (910)619-1074 ● paul@foreverplaces.org OBJECTIVE As the Executive Director of Cape Fear Community Land Trust, a City Appointee to the Workforce Housing Advisory Committee, a member of the North Carolina Leadership Forum on Housing, and past-Chair of the Cape Fear Housing Coalition, Paul J Stavovy is deeply immersed in the affordable housing sector in Wilmington, NC. His master's degree in Public Administration (focusing on urban policy and planning), a lifetime of experience in the building profession, and strong nonprofit management experie nce, make Paul an asset to the Wilmington housing scene. As the construction manager for New Orleans Area Habitat for Humanity in the immediate years following Hurricane Katrina, Paul built over 200 homes in the New Orleans area with thousands of dedicated volunteers. As a remodeling professional, and owner of Classic Craftsmen LLC, Paul has amassed decades of design, building, remodeling, and project management experience, while his graduate education provided in -depth knowledge of urban policy, planning, land use law, sustainability, and housing policy. Paul’s goal is to use his practical experience in both the public & private sector, coupled with his education and training, to have a positive impact on the housing sector, and the community as a whol e. Paul Stavovy is a critical thinker who mixes his eternal optimism with the belief that all things can be solved with the right collaboration and willingness to put in the hours to make it happen. When those collide, the world can be changed for the bet ter! SUMMARY OF QUALIFICATIONS Executive Director of Cape Fear Community Land Trust 20 Years of Residential Construction Experience Master’s Degree in Public Administration Appointee to City/County Workforce Housing Advisory Committee Duke University NC Leadership Forum on Housing Past-Chair of Cape Fear Housing Coalition EDUCATION MASTER OF PUBLIC ADMINISTRATION: URBAN POLICY FOCUS YEARS ATTENDED (2007-2009) College of Charleston/University of South Carolina Joint Degree Charleston, SC Graduated with a 4.0 GPA and was selected as one of three Honor Graduates. This diverse degree offered extensive study in: Public Policy, GIS, Urban Planning, Public Administration, Financial Administration, Grant Writing, Nonprofit Management, Research Methods, and Land Use Law, with a strong focus on practical experience. BA IN POLITICAL SCIENCE: COMMUNITY DEVELOPMENT FOCUS YEARS ATTENDED (1997-2001) Allegheny College Meadville, PA Graduated magna cum laude and as a four year Alden Scholar. Received high honors for my thesis: “Community in America: A Design for a Genuine Community Housing Development and its Benefits to American Democracy.” RELEVANT EXPERIENCE EXECUTIVE DIRECTOR NOVEMBER 2014 – PRESENT Cape Fear Community Land Trust (CFCLT) Wilmington, NC Responsible for the leadership and management of CFCLT, which works to provide forever -affordable communities through homeownership, rental, business opportunities, and community amenities. As executive director, my responsibilities include all planning, management, outreach, fundraising, and all property acquisition, construction, rehabilitation, and management. OWNER/BUILDER/DESIGNER JANUARY 2011 – PRESENT Classic Craftsmen, LLC Wilmington, NC Owner of a high-end renovation firm focusing on artisan work, custom remodels, fine furniture and cabinetry, quality upgrades, and neighborhood revitalization. My duties include all management, permitting, planning, purchasing, building, and design. RESEARCH ASSISTANT JANUARY 2008 – MAY2008 Urban Land Institute (ULI) Charleston, SC Responsible, as a member of a sustainable leadership collective, for assisting two towns in rural South Carolina with sustain able development initiatives. The group held Technical Assistance Panels to highlight recommendations for growth. HOUSE LEADER FOR JIMMY AND ROSALYN CARTER WORK PROJECT (JRCWP) MAY 2008 New Orleans Area Habitat for Humanity New Orleans, LA Responsible for managing four Construction Supervisors and 20 -30 volunteers in building a house from the ground up in one week. We were successful due to great leadership, wonderful volunteers, and passionate homeowners. This one home contributed to hundreds built in the Gulf Coast as a part of JRCWP’08, and was featured on national TV. CONSTRUCTION MANAGER JUNE 2006-AUGUST 2007 New Orleans Area Habitat for Humanity New Orleans, LA Responsible for running all construction in the greater New Orleans area (building 200+ houses a year). Direct supervisor of six superintendents, thirty house leaders, 50 AmeriCorps members, & 600 volunteers a day, all while keeping projects on schedule, training staff, and ensuring favorable volunteer experiences. The focus of this job was managing a young and inexperienced staff and training them to be effective leaders, all while keeping a large construction company running well. CARPENTER/CREW LEADER JANUARY 2006-MAY 2006 Myriam Enterprises Keystone, CO Lead carpenter for an elite custom homebuilder in Summit County Colorado (building multi -million dollar, log vacation homes). Responsible for leading a small crew through daily activities from framing to finish carpentry. PROJECT MANAGER JUNE 2005-JANUARY 2006 Loft Dweller Design Denver, CO Designer, builder, and manager of loft apartment renovations in downtown Denver. SUPERINTENDENT MAY 1993-MAY 2005 Mesa Wood Ltd. Washington, PA Began working in the summers through high school and college with my family business as a carpenter/laborer, progressing up through foreman to superintendent. Duties included: subcontractor relations, scheduling, estimating, doing lumber takeoffs, ordering, editing blueprints, design work, leading crews, and supervising the on -site construction of high end custom homes. VOLUNTEER EXPERIENCE ▪ Over The Edge, Raleigh – Rappelled from the top of the Wells Fargo Building to raise money for Special Olympics ▪ Surfer’s Healing, Special Olympics, Habitat for Humanity, Walk America, The Nature Conservancy, Surfrider Foundation, Alternative Spring Break, Lowcountry Alzheimer’s Walk, ALS Walk, Historic Wilmington Foundation ▪ Vice President, MPA Social Organization (organized service events, networking, and professional development) ▪ WonbyOne, Harmons Jamaica: Led volunteer crews to build affordable housing in rural Jamaica on several trips ▪ Guide for CofC leadership backpacking retreats, focusing on outdoor skills, leadership, and environmental education. ▪ Facilitator for Group Counseling – co-leader of a mindfulness-based stress relief group at the College of Charleston ▪ Leader for Freshman pre-orientation (2008 and 2009) emphasizing team building and environmental initiatives ▪ Founder/Director - College of Charleston LateNight!, an organization dedicated to providing non -drinking alternatives to College Students on Weekend nights. Ran the organization, secured grant funding, and oversaw reporting. ▪ Finca Bona Fide, Ometepe, Nicaragua (summer 2008) – traded construction knowledge and experience (by building bamboo and timber structures) for extensive knowledge of Permaculture and Agroforestry design and implementation AWARDS/HONORS ▪ 2023 Duke University North Carolina Leadership Forum Appointee – Southeast NC Housing Cohort ▪ Leadership Wilmington 2016 Alumnus ▪ Habitat for Humanity Award for Overall Leadership ▪ Honor Graduate (MPA and BA) ▪ Pi Alpha Alpha, the National Public Administration Honor Society ▪ Pi Sigma Alpha, the National Political Science Honor Society ▪ Lambda Sigma National Honor Society ▪ Rotary Award for Academic Achievement ▪ American Legion Award for Leadership ▪ Member of American Mensa RELEVANT TRAINING/SKILLS/LEADERSHIP POSITIONS ▪ Appointed City Representative to the Joint City/County “Workforce Housing Advisory Committee” ▪ Past-Chair of the Cape Fear Housing Coalition – Focusing on affordable housing in the Cape Fear Region (2.5 years) ▪ Wilmington-Cape Fear Homebuilders Association Remodelers’ Council ▪ Executive Member of the Continuum of Care Advisory Board (previously “10-Year Plan to End Chronic Homelessness”) ▪ Chairman of the Housing Implementation Committee for HUD's CHOICE Neighborhood Initiative ▪ Historic Wilmington Foundation –Preservation Easements Committee, & Preservation Resources Network Member ▪ Certified GIS Analyst/ Programmer with proficiency in modeling, map building, and statistical analysis ▪ SmartCode Training – Congress for the New Urbanism – Transect based zoning and development ▪ Media and Public Relations Training – New Orleans Area Habitat for Humanity Cara Stretch carastretch26@gmail.com 1908 Fernwood Way Wilmington,NC 28409 910-619-8274 Summary of qualifications: ●Nonprofit leader with over 15 years of experience ●Developed and implemented financial and grants management for three organizations ●Passionate about and committed to relationship building and collaborative social impact Cape Fear Collective (CFC),Wilmington,NC Chief Executive Officer November 2023-present ●Provided visionary leadership,developing and executing strategic plans to achieve organizational goals ●Defined and communicated the company's mission,vision,and values to inspire and align the team ●Developed and managed annual,multi-year,and project/grant budgets to ensure financial sustainability ●Collaborated with the CFO to implement sound financial practices and achieve fiscal responsibility ●Identified and pursued opportunities for diversifying revenue streams ●Oversaw day-to-day operations,ensuring efficiency,quality,and adherence to organizational standards ●Implemented initiatives to optimize processes,reduce costs,and enhance overall effectiveness ●Worked closely with the board to develop and implement strong governance practices ●Built and maintained strong relationships with stakeholders,partners,and external entities ●Acted as the primary spokesperson for the organization,representing its interests to various audiences ●Fostered a collaborative and inclusive organizational culture ●Attracted,developed,and retained top talent,providing mentorship and guidance to leadership teams ●Achieved measurable results in terms of revenue growth,market expansion,and organizational impact ●Implemented key performance indicators (KPIs)to track and evaluate the success of strategic initiatives Chief Operating Officer June 2023-November 2023 ●Oversee day-to-day operations of organization ●Support human management through oversight of onboarding new talent,retaining talent,and managing team member benefits ●Support board development and coordination of meetings ●Work with leadership on strategy and long-term planning for the organization Director of Programs May 2022-May 2023 Housing and Interpersonal Violence Program Manager for Healthy Opportunities Pilot ●Supported the implementation of the pilot initiative and onboarding of Human Service Organizations (HSO)/nonprofit organizations into the program. ●Built strong relationships with HSO partners across the region,supported HOP implementation and operations,and provided guidance on sector specific programming,as needed. ●Coordinated with CFCs data science team to support actionable analysis and analytics to support the pilot. Feast Down East,Wilmington,NC April 2019-May 2022 Executive Director ●Supervised staff as well as coordinated internships and volunteers ●Mentored and coached management staff on time management,leadership skills,creating and managing budgets and strategic planning for departments ●Strengthened financial management practices to ensure accuracy and transparency ●Identified potential sources of funding,especially those that diversify the organization’s revenue portfolio and crafted a resource development plan ●Generated grant requests and implemented a grants management policy ●Worked with Board of Directors to review and revise governance policies and procedures to ensure best practices and effectiveness St.Ambrose Housing Aid Center,Baltimore,MD May 2013-October 2018 Director-Housing Counseling ●Planned,organized,coordinated and supervised the daily activities of the department ●Worked with Executive Director and Resource Development Director on an annual basis to create budget and developed a strategy for attracting new funding ●Oversaw all grant reporting and compliance for the department ●Served as key spokesperson for the department with non-profit partners,local and national government agencies and the media Department of Labor,Licensing and Regulation November 2010-May 2013 Division of Financial Regulation,Baltimore,MD Director of Foreclosure Administration ●Directed the agency’s efforts related to foreclosure mediation and related topics including the federal loan modification programs ●Actively worked with legislatures and non-profits to ensure that the foreclosure process in Maryland protects consumers while also working with the mortgage companies to implement practical measures ●Represented the agency on the Monitoring Committee of the National Mortgage Servicing Settlement St.Ambrose Housing Aid Center,Baltimore,MD June 14,2010-November 2010 Managing Counselor-Foreclosure Prevention Division ●Promoted from counselor to senior counselor ●Completed funding requirements as required by grant agreements Foreclosure Prevention Housing Counselor December 2007-June 14,2010 ●Provide counseling to low and moderate income families at risk of or in the process of losing their homes due to foreclosure EDUCATION Maryland University of Integrative Health West Chester University,West Chester,PA Master of Science in Nutrition,Spring 2015 Bachelor of Arts,English,Spring 2001 OTHER COMMUNITY WORK/ENGAGEMENT WILMA Leadership Institute New Hanover County Resiliency Task Force Class of 2023 Steering Committee Member 2022-present Friends School of Wilmington Cape Fear Food Council Board of Trustees 2022-present Active member 2019-present Clerk of Advancement Committee 2021-2023 Executive Committee Member 2023-present Cape Fear Housing Coalition Wilmington Chamber of Commerce Participant 2021-present Member via employment since 2021 SUZANNE E. ROGERS 487 Maple Branches Drive Leland, North Carolina 28451 865.705.2879 Suzerogers998@gmail.com SUMMARY OF QUALIFICATIONS Results-oriented professional with a record of accomplishment in the non-profit and government sectors. Major strengths include a strong collaborative leadership style, excellent communication skills, honest and objective, team oriented, dedicated to equity and inclusion, and accountability. WORK EXPERIENCE Director of Housing, Cape Fear Collective, Wilmington, North Carolina: January 2024 to present • Establish and implement a plan to leverage public funds to rehabilitate scattered site single-family rental portfolio located in the city of Wilmington. • Perform financial analysis of portfolio operating budget and revenue potential • Create a finance strategy to create positive cash flow while retaining affordable rental units. Community Development Manager and Housing Planner, City of Wilmington, North Carolina: January 2008- December 2023 • Research and prepare plans, policy recommendations, program innovations, and reports for various audiences including, but not limited to, executive management, elected officials, government officials, and community organizations. • Lead grant making process to determine allocation of federal and General Funds to eligible sub- recipients in accordance with organizational goals and local, state, and federal regulations, as well City Council priorities. • Oversee underwriting and loan making, and compliance for federal, state, and local funds designated for production and preservation of affordable housing including multi-family and single-family. • Secure and/or leverage additional public and private resources for affordable housing and community development projects and programs. • Develop, evaluate, and revise various housing and community development programs as necessary • Manage six staff members fostering morale, productivity, collaboration, and accountability. • Present information to City Council and others on affordable housing and community development plans, accomplishments, and issues. • Represent City of Wilmington on numerous coalitions and committees. Budget Analyst, City of Wilmington, NC: February 2006- December 2008 • Assist assigned city departments with the preparation and monitoring of annual budget. • Developed template, compiled data, and prepared City of Wilmington Strategic Plan 2007-2010. • Wrote Manual for Performance Measurement for the City of Wilmington. Grants Officer, University North Carolina Wilmington: December 2004 –January 2006 • Assist assigned University Departments with compliance reports for various research grant expenditures. Executive Director, Center for Neighborhood Development (CND), Knoxville, TN: December 1991 – July 2004 • Lead staff of twelve community planners and organizers in Empowerment Zone community engagement and participatory planning initiative to revitalize blighted inner-city neighborhoods in Knoxville, TN. • Oversaw the creation of an award-winning participatory planning program Transforming Neighborhoods Together. • Facilitated numerous community meetings as part of Knoxville Empowerment Zone efforts, organized neighborhood revitalization teams comprised of citizen activists to identify and implement programs and projects to address neighborhood blight. EDUCATION Master Public Administration University of North Carolina at Wilmington 2004-2006 Bachelor of Science in Business Management University of North Carolina at Wilmington