H.B. is an administrative/project coordination professional with seven years of association experience. Her prior roles spanned association membership, stakeholder engagement, communications, and program management. In her most recent role, she managed member relations and continuing education for a 5,000+ member association of healthcare professionals. She has developed marketing strategies, increased association membership, managed committees, managed cooperative agreements and administered surveys and other data collection efforts. She also managed vendor deliverables and contracts. Since taking a career break, she served as a Board Member for a local non-profit where she was on the hiring panel for the executive director, managed fundraising efforts and participated in strategic planning for the organization. She earned her M.S. in Applied Information Technology from Towson University and her B.S. in Community Health from University of Maryland, College Park.

V.B. is a finance professional with recent bookkeeping experience and prior experience in contracts administration and project management. Since 2006, she has worked part time for INREX, LLC as an office manager, handling bookkeeping, billing, and administrative tasks. From 2000-2002, she was a Management Analyst at Bearing point, preparing the financials for RFPs, managing contracts and contractors, as well as processing contract closeouts for USAID and the Asian Development Bank.  As Finance and Credit Support Specialist at the Baltic American Enterprise Fund from 1997-2000, she managed loan and investment contracts and performed bookkeeping, bank reconciliations, and non payroll expenses.  She also developed the computer interface for an in-house mortgage application.  She has a Bachelors degree from Virginia Tech and has taken additional coursework in accounting at the American Institute of Bankers and George Washington University.

S.W. is a  solution-focused business analyst with 20+ years of experience working across finance and IT functions. From 2002-2020, S.W. worked as a Technical Support Specialist and Business Systems Analyst within the Finance Organization of a renowned research university in Washington, D.C.  He has developed an expert knowledge of the ecosystem of one of the most widely installed Student Information Systems and an advanced understanding of many Windows and Mac O.S. desktop applications.  S.W. has spent years honing his business process analysis and improvement expertise, project management methodologies proficiencies, public speaking and customer relations skills, and technical operations intelligence.  S.W. coordinated small to midsize projects consisting of cross-functional teams, and served as functional/technical lead on projects integrating services, resulting in savings of more than $1M within the first year of implementation.  He also managed a multimillion-dollar student receivables billing process.

M.B. is a seasoned public relations and marketing communications professional, with a specialization in financial policy issues. From 2014 -2020, he was a high-performing member of the Media Relations department of AARP, where he was involved in more than 200 positive news media placements annually. His work was instrumental in the successful launch of AARP economic security initiatives in the areas of: savings and investing, retirement planning, employment and re-careering, consumer fraud education, Social Security claiming strategies, mortgages, and taxation. M.B. previously held positions in the financial services industry, serving as Director of Public Relations and a member of the Marketing/Communications departments at Folio Investing and Edelman Financial Services. He is an accomplished writer and editor, and is proficient at cross-channel marketing that leverages earned and paid media, content development and social media. M.B. holds a Bachelor’s degree in journalism from Penn State University.

A.T. is a B2B communications and marketing professional with 20+ years of experience in a variety of industries. Specializing in marketing programs, business writing and public relations, A.T. combines analysis and research with creativity to develop powerful marketing. Over the last 13 years, A.T. has run her own marketing firm, providing everything from marketing plans to messaging to integrated campaign design. Her most recent contract included four years with an aerospace and defense company where she successfully pitched trade publications, assisted with rebranding and developed sales tools such as collateral, case studies and blog posts.  A.T. currently works with an area nonprofit, where she has secured numerous TV interviews and print articles and arranged high-profile meetings and events, the latest generating $40k in fundraising. Prior to establishing her own business, A.T. worked for a large software company, first in their U.S. office and then in the U.K. where she became the country marketing manager.  A.T. is proficient in MS Word, Excel and PowerPoint and familiar with Salesforce. She as a Bachelors in International Affairs from James Madison University.

J.H. is a collaborative accounting and financial systems professional, with a passion for problem solving.  She has more than 15 years experience in accounting, internal audit, project management, and financial systems. Since 2018 J.H. has been self-employed, providing accounting and QuickBooks implementation services to clients in construction, retail, not for profit and professional services environments. Prior to that she worked at the Boston Consulting Group, for ten years, in progressive business systems roles, where she managed global financial systems projects, and developed an internal audit program for accounts payable. She also worked for five years at Digitas, playing a key role in implementing an ERP system, and enhancing financial controls. While studying for her accounting qualification she held roles as accountant and assistant controller. Whether implementing an ERP system for a global organization, creating a system of internal controls for a not for profit, or equipping companies with processes and systems for growth, she is always focused on the client’s vision and goals. J.H has worked with Oracle Financials, is a QuickBooks Online Proadvisor, and is highly proficient in Excel. She is ACCA certified (Association of Chartered Certified Accountants  – equivalent to a Masters in Accounting), holds a Bachelors degree in Math and Economics, and has achieved certifications in internal audit and project management.

L.A. has 10+ years of experience in B2C and B2B demand generation for financial institutions, tech start-ups, and entrepreneurial companies. Combining sales and marketing experience, he has strengthened brands, improved messaging, and built high-performing lead generation programs. At Pannos Marketing, where he oversaw marketing and business development, revenue more than doubled from $2.8 million in 2011 to $6.4 million in 2017. At each step in his career, he has made innovative use of digital marketing, CRM, social media, email marketing, and events to bring in new leads and move them through the sales cycle. In addition, to a hands-on understanding of Salesforce, HubSpot, SEM, and website CMS. LA combines the ability to develop strategy and a talent for collaboration to ensure successful implementation, execution, and long-term success. In 2019, he began freelance marketing, working on demand generation for a diverse group of clients. He has used HubSpot, Squarespace, Canva, WordPress, Buffer, Hootsuite, Google Analytics and Salesforce. LA is a veteran of the Marine Corps and a graduate of Tufts University.

A.B. is a top-performing Account Manager with 20+ years sales and marketing experience across multiple industries including software, education, retail, hospitality, and publishing. In her current position, she manages a SaaS platform for over 350 schools nationwide and is recognized as a expert on the company’s product. She has extensive experience in leading the customer life cycle from inception and client training to renewals and upselling, creating added value with every interaction. Over the past four years, she has increased sales by 30% through her diligent service and intuitive customer support. In 2020, she achieved 300% quota and worked as a leading individual contributor in a strong team selling environment. A.B. thrives on problem solving in both client relationships and through internal collaboration. She is committed to building long-term customer satisfaction by delivering exemplary service and support. In addition to her success in corporate account management, she has proven leadership experience in a variety of nonprofit organizations. In her multi-year volunteer role for the 501(c) 3 A Better Chance, she doubled the revenue goal for their large-scale fundraiser, secured partnerships with dozens of corporate sponsors, and achieved record turnout at the event. She is proficient in technical skills including Salesforce, Pipedrive, Microsoft Teams, Microsoft Office Suite, Trello, and all social media platforms. A.B. received her Bachelor’s degree from Union College in NY.

S.B. has forty (40) years of accounting experience, mainly at the Controller level. SB’s industry focus is in the nonprofit sector, specializing in nonprofit accounting, budgeting, variance analysis, in conjunction with working with operational staff to bridge the corporate philosophy between mission and bottom-line. SB has in-depth experience in managing staff, overseeing the external audit function and reporting, including extensive experience in the preparation of the Uniform Financial Report (UFR) unique to many nonprofit organizations. He’s currently assisting a nonprofit organization through its dissolution process on a as-needed basis. SB is a CPA with an inactive license to practice as an Independent CPA. SB is adept with multiple software platforms, and quickly adapts to new software challenges. He is proficient in Excel, with includes v-lookups and pivot tables. With his Excel experience, SB has converted a manually prepared Statement of Cash Flows to an Excel based process considerably reducing its time of preparation. He holds a BS degree in Accounting from Bentley University.

E.K. is a seasoned, high-level administrative professional with executive assistant and general administrative support experience spanning 20 years. LK has provided executive and administrative support to both non-profit organizations and Fortune 500 companies. She has experience working in the finance, healthcare, and housing industries. From 2008 to 2017 she supported a a Constituent Relations team of 8 at a major medical center (including the Director and Associate Director), where she was recognized for her attention to detail and was often included in the final editorial and proofreading process. LK currently works in a housing non-profit supporting its Executive Director. She has a Master’s from Fordham University and a Bachelor’s from the School of Visual Arts.