J.W. has 20+ years as an Event and Meeting Planner, organizing all aspects of meetings and events of various scope and size. Since 2015, she has served as an Event Consultant for a long-standing nonprofit client, managing logistics of their annual gala for 450 guests.  From 2007-2013, she co-owned JMA Consulting LLC, a full-service conference and event management company that planned 75+ events for association, education and government clients. She managed site selection, contracts, attendee registration, speaker and VIP management, transportation, travel, audio-visual, signage, food and beverage, onsite lead and post event follow-up.  She has planned events from intimate Board meetings to conferences attended by 1,000 people.  Prior to owning her own business, she climbed the rankings of the event planning department at the Institute for Law and Justice.  She is proficient in MS Office Suite and event management software.  She has a BA from Elon University, an Event Management Certificate from George Washington University, and is a former Certified Meeting Planner.

D.K. has 20+ years of experience in marketing, inside sales, and client success at Bloomberg BNA, where she most recently served as Customer Success Manager and Product & Client Services Manager. She is currently an Independent Marketing Consultant. Throughout her career she has leveraged her sales, marketing, and communications skills to drive revenue growth and improve client engagement and retention. Her experience includes sales, training, account management, communications, and marketing strategy. Her most recent consulting engagement involved development and execution of a marketing plan that included web content development, digital marketing, and trade show management that resulted in new business as well as increased brand awareness. She specializes in developing strategic marketing and customer support solutions that deliver results. She has a BS in Marketing from University of Maryland, College Park, MD.

E.M. is a financial services professional with 10+ years of operations, financial analysis, and client service experience. For the past six years, E.M. has served as the first point of contact for all clients of the highest producing broker of a financial services firm. She manages the day-to-day operations of the firm’s local office; coordinates client meetings; manages the investment process for clients from due diligence to final sale; oversees client retention and existing portfolio management; analyzes and reports information on all active holdings to investors; and maintains the CRM database. From 2010-2012 E.M. supported and generated new business for the top-producing Regional VP at Steben & Company. From 2007-2010, she supported two External Wholesalers in managing and growing a large client base in New York and the Northeast. In both positions, she was responsible for maintaining the entire client database, onboarding new clients, generating new prospects, and client retention. She has a Bachelors from Widener University and active Series 7 and 63 licenses.

R.I. has 12+ years of experience in Controller-level finance and accounting roles at large multi-national corporations, including Ernst & Young, Royal Dutch Shell, and Vodafone. He specializes in financial reporting (US GAAP/IFRS) and financial planning and analysis. Presently, he is Controller and FP&A Head for a $130M global manufacturing company. From 2012-2016, he led the financial reporting and budgeting process for a $700M division of Sutherland Global, a $1B information technology services company. He was also simultaneously responsible for corporate reporting and preparing specific deliverables for Board and Investor meetings. Between 2011-2013, he prepared financial statements and budgets for two telecom ‘circles’ (~$500M revenue) at Vodafone and later helped transition these responsibilities to a newly established Shared Service Centre. He also helped transition the financial reporting and auditing process from UK to India at Royal Dutch Shell. From 2008-2010, he worked at Ernst & Young in many due diligence and advisory assignments for diverse industries. He started his career with a mid-sized auditing firm in India, where he performed statutory audits and limited reviews of listed companies.

A.L. has 15+ years of experience providing executive-level support in the areas of customer service and membership management. From 2010-2018, she served as Quality Assurance Director at a prominent healthcare research, consulting and technology company. She supported the CEO by managing 400+ peer-to-peer executive relationship conversations annually for the purposes of improving member experience, supporting overall member retention, and driving organizational product development. From 2002-2009 A.L. handled all contract negotiations at The Advisory Board Company, from intake to successful contract execution, as well as company-wide HIPAA compliance. She developed and delivered the company’s first-ever HIPAA training program for both new and existing employees. She is fluent in French and has held several positions that capitalized on her French language fluency, most notably in the Embassy Banking Division of Riggs Bank. She holds an MA from American University and a BA from Middlebury College.

K.M. has 15+ years of experience in the digital communications fields, working as a graphic designer, web designer, and writer. Most of this experience was with the National Institutes of Health (NIH). She has served as a contractor at SAIC and Perot Systems and as a federal employee at NIH’s National Institute of Allergy and Infectious Diseases. She has worked on both small and large-scale web design projects, where she has served in a variety of roles across multifunctional teams. She has worked on all aspects of the web design process from beginning to end. Her work won First Place for the Best Large Agency Web Site in the National Capital Area. She is proficient in Adobe Creative Suite and SharePoint. She has a B.A. in English with Professional Writing and a M.A. in Integrated Design from the University of Baltimore.

K.M. is a C-suite level corporate communications and media relations professional. He specializes in serving as a corporate spokesperson, media training, issues management, corporate crisis management, speech writing, senior executive employee and public communications (i.e., op-eds, official statements, executive “for signature” writing needs and more), government relations communications, and management/board communications. Since 2006, he has been an independent communications consultant directing media relations and marketing for association, nonprofit, law firm, and small business clients. From 2001-2006, he served as Director of Corporate Communications & Senior Writer at The United Illuminating Company. Prior to this, he was Manager of Public Relations, Media & Employee Communications for Verizon Wireless, NYC Metro Region and held several communications management roles at Southern New England Telecommunications (now AT&T). K.M. is professionally media trained and holds a BA from Georgetown University.

M.C. is a finance and accounting professional with 30+ years of experience working for large IT companies and, more recently, small businesses.  Since 2012, he has worked for a family-owned HVAC company where he is responsible for revenue reporting; analyzing and generating commissions, bonuses, and incentives; and managing vendor relations including accounts payable and incentive rebates. From 2010-2012 he served as Operations Manager at Symantec. From 2000-2010 he was a Financial Analyst and Operations Manager with Sun Microsystems and Oracle. He began his career at UNISYS where he was responsible for billing and accounts receivables and was promoted to Assets Manager. MC has a BA in Business Administration from Averett University.

Operations and finance professional with 10+ years of financial and project management experience in the government and non-profit sector and 2 years’ experience in administration. Currently working as a consultant to two non-profits providing program management, recruiting, marketing, communications, outreach and event management expertise to affect behavior change around commuting. For 3 years she worked at A Better City, a non-profit dedicated to improving transportation, land use, and environmental policies for the City of Boston and all of Massachusetts. At ABC she managed a Transportation Management Association which included running all daily operations of the commuter programs from administrative functions to member relations/development, and all communication with board members, commuters, and other agencies as well as organizing commuter workshops, outreach events, and awards ceremonies. Under her direction, she grew the membership by 30% and increased participation in all of the commuter programs by over 25%. From 2008-2011, she was the Associate Director of Advancement Services at Brandeis University’s Development office where she supervised a staff of 12 people who processed all donations to the University and maintained the accuracy of an 80,000+ record fundraising database. She developed training programs and standards on how to code donations and update the fundraising database in a uniform manner, reducing errors and improving the robustness of the data to effectively solicit prospects and donors. She also increased morale by improving communication among the staff and creating an uplifting but challenging atmosphere. Prior to this position, when she was finishing up her master’s thesis, she worked at Brandeis University as a payroll temp in the Development office. In this role, she processed payroll for 150 employees and supported an Annual Fund Officer. It was in this position that she was recruited by the VP of Development to apply for the Associate Director position. From 2000-2004, she was a Finance Officer in the Air Force stationed at Hanscom AFB. Her last supervisor created a position so she could return as a government contractor for a year prior to going to grad school. While working at Hanscom Air Force base, she was responsible for the financial planning, budgeting, forecasting, reconciling, and reporting for multiple Federal Acquisition programs whose budgets ranged from $10M-100M. In this role, she was the financial specialist on a multi-disciplinary team who advised on the proper/full use of funds and executed the program budget based upon monthly/yearly target goals. She also worked directly with the CFO in consolidating responses for various projects from across the financial divisions. She served as a cost estimator leading a team in performing cost estimates, what if drills, and other rapid-fire responses and tasks. A.O. is proficient in Microsoft Word, Excel, Powerpoint, Access, PeopleSoft, Dreamweaver, Millennium fundraising database, Constant Contact, as well as government-specific automated financial databases including LiveLink, CCARs, DSTAR, and IDOCS. She has a MA in Environmental Planning and Policy from Tufts University and a Bachelor of Business with a concentration in Finance from the University of Portland.

8+ years experience in tax preparation, 5 of those years as an Enrolled Agent able to practice before the IRS. Prepared complex individual returns for high net worth clients or nonimmigrants with varying types of VISAs, particularly professional VISA. Interpreted healthcare legislation and compliance to determine impact on client taxes.  One of 4-person team to start a company which grew to 5 million in a few years. Wore many hats to include marketing, sales, vendor relations, HR, and payroll. She has served as a volunteer for the Judge Advocate General Legal Center, where helped the Armed Forces prepare tax returns associated with multiple states. As a military wife/mother whose spouse was deployed for an average of 9 months of the year, she bought and managed rental properties while also attending school to complete a bachelor’s degree. Graduated as Cum Laude with a Major in Linguistics and Minor in Business Administration. Possesses comprehensive knowledge of Word, Excel, and Outlook. US Army veteran- honorable discharge. Seeking accounting/bookkeeping positions in the Alexandria, Arlington and Fairfax areas.