Amy Tongate, Mba Email and Phone Number
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As an Associate Director of CPE Services and ALD at NASBA, I lead the development and management of three applications that provide innovative solutions for the accounting profession. With over five years in this role and 16 years with the organization, I have extensive experience and expertise in product management, customer success, and compliance.I collaborate with clients, including Boards of Accountancy, continuing education providers, and licensees, to understand their needs and deliver products and services that meet their expectations and requirements. I also work with cross-functional teams and IT resources to ensure quality, efficiency, and performance of the products, while implementing process improvements and technological integrations. Additionally, I conduct market research and data analysis to identify opportunities for product development and enhancement, as well as to monitor competitive trends and customer feedback. My mission is to drive growth and excellence for NASBA and its clients, by leveraging my MBA and strong business acumen to create product strategies that align with organizational goals and market demands.
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Director, Compliance ServicesNasba Aug 2024 - PresentNashville, Tn, UsNASBA makes available to member boards a rich suite of products and services – all designed to effectively aid Boards of Accountancy in their mission of ensuring public protection. The Compliance Services department provides a portfolio of products and services that include:• The Accountancy Licensee Database (ALD) and CPAVerify.org• The Accountancy Licensing Library (ALL)• The CPE Audit Service• The National Registry of CPE Sponsors• The Rules Engine ServiceAs the director, I oversee the financial progress of the department over the course of the fiscal year. I work with the product owners to ensure that we are providing excellent support and to discuss any enhancements or issues that need to be resolved with our ITO resources. I participate in several groups to facilitate overarching company objectives regarding Continuing Professional Education for accountants, new business lines and IT objectives - such as the use of AI in our products.
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Associate Director, Cpe Services And Ald/Associate Director Cpe ServicesNasba Jan 2019 - Aug 2024Nashville, Tn, UsDirect roadmap for three applications for clients, including Accountancy Licensee Database (ALD), National Association of State Boards of Accountancy (NASBA) Rules Engine Service, and Continuing Professional Education (CPE) Audit Service. Facilitate adoption of products by Boards of Accountancy and other stakeholders while leveraging presentations, training, and communication. Lead team of account managers into best practices for documentation, product management, and case management for utilization with the ALD, Rules Engine Service and CPE Audit Service. Create business plan to build an API for the public facing version of the ALD (CPAVerify). ● Initiated standard customer support practices with my Account Managers for all of my areas’ applications using Salesforce and Smartsheet, along with regular touchpoints, trainings and Zoom webinars for all product users.● Created the business requirements to modernize the ALD with enhanced user functionality, administrative tools and reporting to bring the legacy product into a modern user interface.● Coordinated efforts to establish a unique identifier that will link data in multiple NASBA systems, allowing information to be shared between exam candidate data in the Gateway system and licensee data in the ALD.
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Senior Manager, Cpe Audit ServiceNasba Aug 2017 - Dec 2018Nashville, Tn, UsLed development of a new business model for external clients to license access to components of the CPE Audit Service platform and the accounting (CPE) rules engine while ensuring compliance with all state Accountancy Board CPE rules. Developed and executed strategies to deploy new clients on the CPE Audit Service as well as to migrate current clients. Organized eventual migration of existing client data to new audit service. Assisted in maintaining the legacy CPE tracking platform for existing clients during design and development of new CPE Audit Service.● Accelerated development of new CPE Audit Service platform while coordinating with the IT department and analyzing business requirements and documentation. ● Facilitated licensing of Rules Engine by external parties as well as evaluated technical and business documentation on application.
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Manager, Cpe Audit Service/Cpetracking ManagerNasba Dec 2013 - Jul 2017Nashville, Tn, UsManaged development of the CPE tracking platform while developing the CPE Audit Service platform to cover all 55 Boards of Accountancy. Examined potential platform and business rules management system vendors to select replacements for current software platform and rules engine. Planned development of new platform solution, the CPE Audit Service, to replace the legacy CPE tracking system while delivering guidance to the IT development team. Liaised with the IT department and three continuing education providers to create pilot program and researched a business model to allow the rules engine component of CPE Audit Service to be licensed by external clients in user interface. ● Succeeded in assessing the feasibility of expanding a data upload process to potentially thousands of CPE providers.● Strengthened the functionality of the system and quality of the user interface while ensuring accuracy of State Board Continuing Professional Education (CPE) rules programming.
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Cpetracking Account ManagerNasba Dec 2007 - Nov 2013Nashville, Tn, UsHeaded software demonstrations, training, and technical support for firms and individuals who utilized the CPE tracking platform. Assessed and evaluated continuing professional education regulations for each state while communicating with accountancy board staff. Collaborated with business analysts and developers in the IT department as well as initiated new development items for software. ● Successfully created the organization’s first user manuals for CPE tracking based on existing user types.● Identified defects, inaccuracies, and unexpected outcomes in system functionality while initiating a monthly functional testing process for fifty-five jurisdiction rules.
Amy Tongate, Mba Skills
Amy Tongate, Mba Education Details
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Vanderbilt University - Owen Graduate School Of ManagementMaster Of Business Administration - Mba -
Vanderbilt University - Owen Graduate School Of ManagementMaster Of Business Administration (M.B.A.)
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Middle Tennessee State University (Mtsu)Psychology/Clinical Psychology
Frequently Asked Questions about Amy Tongate, Mba
What company does Amy Tongate, Mba work for?
Amy Tongate, Mba works for Nasba
What is Amy Tongate, Mba's role at the current company?
Amy Tongate, Mba's current role is Director @ NASBA | MBA, Product Management and Customer Success.
What is Amy Tongate, Mba's email address?
Amy Tongate, Mba's email address is at****@****sba.org
What is Amy Tongate, Mba's direct phone number?
Amy Tongate, Mba's direct phone number is +161541*****
What schools did Amy Tongate, Mba attend?
Amy Tongate, Mba attended Vanderbilt University - Owen Graduate School Of Management, Vanderbilt University - Owen Graduate School Of Management, Middle Tennessee State University (Mtsu).
What are some of Amy Tongate, Mba's interests?
Amy Tongate, Mba has interest in Science And Technology, Children, Education.
What skills is Amy Tongate, Mba known for?
Amy Tongate, Mba has skills like Customer Service, Leadership, Process Improvement, Strategic Planning, Training, Team Building, Management, Analysis, Event Management, Software Documentation, Business Analysis, Business Process Improvement.
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