Chelsea Conrad, Cpa
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Chelsea Conrad, Cpa Email & Phone Number

Leadership Development Professional at Fund Services Group
Location: Houston, Texas, United States 7 work roles 2 schools
1 work email found @us.pwc.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email c****@us.pwc.com
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Current company
Role
Leadership Development Professional
Location
Houston, Texas, United States

Who is Chelsea Conrad, Cpa? Overview

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Quick answer

Chelsea Conrad, Cpa is listed as Leadership Development Professional at Fund Services Group, based in Houston, Texas, United States. AeroLeads shows a work email signal at us.pwc.com and a matched LinkedIn profile for Chelsea Conrad, Cpa.

Chelsea Conrad, Cpa previously worked as Vice President of People and Culture at Fund Services Group and Leadership Development Professional and Strengths Coach at Proactive Happiness Leadership Development. Chelsea Conrad, Cpa holds Bachelor'S Degree, Business Administration And Management, General from University Of Wyoming.

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*@us.pwc.com
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Profile bio

About Chelsea Conrad, Cpa

I am a high-energy, passionate and motivating leadership development professional and coach who believes that when people understand their strengths and show up with their authentic selves, they find their power. While working with my clients, one of my focuses is on making sure my clients see the potential in themselves that we so often struggle to see. This is especially true in the leadership space, where it becomes so much more obvious where our professional challenges are hiding. Many of these challenges are things we can avoid while in individual contributor roles, but that become very apparent when we start taking on the responsibilities of leading others. I am a licensed CPA with over 20 years of coaching and training/facilitation in various settings - from coaching sports teams through coaching corporate teams and individuals to lead them to success. As a leader, I believe in leading from a place of appreciation and respect of individuality.My guiding principles when working with my clients (in coaching and professional development) are:1) You cannot, and should not, be everything.2) Nothing is wrong with you - you are NOT broken. Embracing and accepting yourself are the first steps to building confidence. 3) Everyone has fear. Courage is moving forward in spite of that fear. 4) You cannot be your best without feedback/input from others. Other people see what we cannot see about ourselves - we have one perspective, and that perspective can only get us so far (and is frequently off-base). 5) The easiest and quickest path to self-doubt and self-defeat is comparison to others.6) The only person who should be setting expectations for you is YOU. 7) You cannot give 100% if you don't have 100% to give. We cannot have 100% without taking care of ourselves. It is absolutely okay (and essential!) to make yourself a priority.8) The world truly is your oyster - SHUCK IT! No one else is going to do it for you.9) Communication is the key to improving pretty much everything.10) If different people keep telling you the same thing, it is time to start listening. How can you take that information and use it to grow/develop?

Listed skills include Us Gaap, Auditing, Financial Reporting, Gaap, and 13 others.

Current workplace

Chelsea Conrad, Cpa's current company

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Fund Services Group
Fund Services Group
Leadership Development Professional
AeroLeads page
7 roles

Chelsea Conrad, Cpa work experience

A career timeline built from the work history available for this profile.

Vice President Of People And Culture

Current

Houston, Texas, United States

Dec 2023 - Present

Leadership Development Professional And Strengths Coach

Houston, Texas Area

At Proactive Happiness, our mission is to help professionals become their best through professional development and ongoing coaching (1-1 and group). We believe that becoming our best starts with self-awareness. We leverage the Gallup CliftonStrengths methodology as a powerful tool in helping teams and individuals gain increased levels of self-awareness. In both our professional development programs and our coaching, we advocate for taking a more proactive approach to one's career in order to drive happiness and success in the long run, while helping to reduce stress and anxiety in the short term. Our professional development programs are designed to help you and your teams become the professionals you aspire to be - while keeping your sanity intact. We believe that to give 100% in every area of your life that matters, you have to have 100% to give, which means finding a balance with self-care. We accomplish this in our programs by promoting self-awareness and authenticity, balanced with understanding the needs of the business.

Jun 2019 - Jan 2024

Facilitator

Houston, Texas, United States

Facilitating interactive and engaging group virtual trainings on topics requested by clients. Training topics include Motivating, Recognizing and Energizing Employees, Surviving Mergers and Acquisitions, Planning a Financial Future, Stress Management, Creative Problem Solving, and many more. During the virtual programs, I focus on creating a comfortable, engaging and interactive environment to keep the training sessions both fun and informative!

Aug 2020 - Dec 2023

Facilitator

Houston, Texas, United States

LifeLabs Learning is the go-to manager training and employee development resource for 1,000+ amazing companies (like Warby Parker, Reddit, GoPro, Slack, and Sony Music). We study what makes great managers and employees different from average and teach the "tipping-point skills" we identify: the smallest changes that make the biggest impact in the shortest time.We teach all over the world, in-person and virtually. Our workshops are science-based and packed with practical tools and exercises.Our services include:• Manager CORE: workshops on the core skills of great managers and executives• Individual Contributor CORE: workshops on the core skills of successful employees• Org-wide initiatives in areas including: building a feedback culture, creating an inclusive organization, developing high-performing teams, and optimizing remote employee dynamics• All-staff enrichment workshops• Keynotes and special event workshops

May 2022 - Sep 2022

Revenue Manager

Houston, Texas Area

Managed revenue billing and accounting processes for assets generating annual revenues of ~$2B.• Implemented new revenue and lease accounting standards.• Maintained an annual turnover rate on team of only 6% in two years following merger of Spectra Energy and Enbridge Energy. • Served as designated Expert within Finance organization for Decision Effectiveness Efforts. Duties included presenting to executive team, one on one meetings with executives and training manager+ individuals across the organization in principles of Decision Effectiveness.• Floor leader for United Way campaign, resulting in 99.5% participation rate (with over 200 people).

Mar 2017 - Apr 2019

Financial Reporting Manager

Houston, Texas

Managed financial reporting team responsible for financial reporting of two public entities, including on SEC filer and one SEDAR filer (Canada). • Taught six training sessions on Effective Workplace Communication for individuals from across the Finance organization. • Developed quarterly knowledge sharing process designed to encourage process improvement across levels, resulting in decreased levels of frustration with employees, and increased efficiency in standard processes.

Dec 2014 - Mar 2017

Deals Professional

Houston, Texas Area

In the Transaction Services - Capital Markets and Accounting Advisory Services group (2011-2014), worked with a variety of clients, including SEC registrants, MLPs, private companies looking to enter the public sector, and public and private companies looking to complete capital raising transactions. In the Capital Markets space, maintained a primary focus on IPOs and other methods of raising capital. Partnered with companies to ensure compliance with SEC financial reporting needs, including the preparation or review of SEC Comment Letter Responses, and assisting management in identifying and documenting complex US GAAP technical accounting issues.Audited private and public company clients from 2006 - 2011, with a focus on the energy industry.

Sep 2006 - Nov 2014
2 education records

Chelsea Conrad, Cpa education

FAQ

Frequently asked questions about Chelsea Conrad, Cpa

Quick answers generated from the profile data available on this page.

What company does Chelsea Conrad, Cpa work for?

Chelsea Conrad, Cpa works for Fund Services Group.

What is Chelsea Conrad, Cpa's role at Fund Services Group?

Chelsea Conrad, Cpa is listed as Leadership Development Professional at Fund Services Group.

What is Chelsea Conrad, Cpa's email address?

AeroLeads has found 1 work email signal at @us.pwc.com for Chelsea Conrad, Cpa at Fund Services Group.

Where is Chelsea Conrad, Cpa based?

Chelsea Conrad, Cpa is based in Houston, Texas, United States while working with Fund Services Group.

What companies has Chelsea Conrad, Cpa worked for?

Chelsea Conrad, Cpa has worked for Fund Services Group, Proactive Happiness Leadership Development, Curalinc Healthcare, Lifelabs Learning, and Enbridge.

How can I contact Chelsea Conrad, Cpa?

You can use AeroLeads to view verified contact signals for Chelsea Conrad, Cpa at Fund Services Group, including work email, phone, and LinkedIn data when available.

What schools did Chelsea Conrad, Cpa attend?

Chelsea Conrad, Cpa holds Bachelor'S Degree, Business Administration And Management, General from University Of Wyoming.

What skills is Chelsea Conrad, Cpa known for?

Chelsea Conrad, Cpa is listed with skills including Us Gaap, Auditing, Financial Reporting, Gaap, Accounting, Internal Controls, Financial Accounting, and Cpa.

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