Gerald Sutton Email & Phone Number

Winter Park, Florida, United States

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Providing professional services to a wide range of clients including tax compliance and planning for individuals, sole proprietors, corporations, partnerships, and LLCs.Accounting and payroll services.Financial Planning.Business startup/termination consulting.

Winter Park, FL

Responsible for managing the accounting and financial activities of a healthcare management company specializing in communities for the elderly, facilities and programs for the developmentally disabled, and programs that provide a full range of services to individuals in their homes.DSI manages over 1,500 employees to provide comprehensive management.

Chairman – Board of Trustees (2009-2010)Treasurer – Board of Trustees (2007-2009)Chairman - Older Adult Workgroup (2012 - 2013)Board Member (2006-2013)The Winter Park Health Foundation is a private, not-for-profit organization supporting programs that improve the health of youth, older adults and the community with over $100 million of invested assets. The.

• President-Board of Directors Vice President-Board of Directors Treasurer-Board of Directors Volunteer leader of a federally-mandated organization with an annual budget of over $20 million. SRA is responsible for.
• Transition of the Board of Directors to a business based focus from a social services focus.
• Implementation of a Board development program.
• Resource development and funding through new program initiatives which are not dependent on governmental funding sources.
• Founding member of the SRA Senior Advocacy Committee. This committee is tasked with informing and educating governmental and community leaders about issues affecting seniors in their efforts to remain healthy, active.

Treasurer -Board of Trustees, Finance Committee

• Chairman-Improving Our Community’s Health Funding Panel Chairman-Supporting Our Seniors Funding PanelFounding Chairman-Agency Financial Statement Audit Review Committee Numerous volunteer leadership positions within.
• Creation of the HFUW Agency Financial Statement Audit Review Committee. This committee reviews each participating agency’s annual audited financial statement to identify existing or potential agency financial issues or.
• Developed Not-For-Profit Accounting and Financial Analysis presentation to train HFUW staff and volunteers how to read, understand and analyze not-for-profit financial statements.
• Participation in the review and award of over $60 million of funding to area agencies.

Responsible for all financial, accounting and investment activities of a multi-entity insurance service company with over $110 million of annual revenues. Entities included a 175 employee third party administration service company, a workers' compensation self insurance fund with over 11,000 policy holders, an insurance agency, a medical cost containment.

Bs, Finance

Bs, Accounting