Kerry Duffy Email & Phone Number

Portland, Oregon Metropolitan Area

Managing current client relationships ensuring an excellent client experience throughout the year including providing support with IRS and state tax agency interactions and assisting with setting up online tax accounts.Managing a new team created to increase business capacity.Fielding potential new client inquiries and setting up introductory calls with managers and/or shareholders. Working with the client through the onboarding process from start to finish.Assisting with developing processes and trainings to increase efficiency and productivity while maintaining outstanding customer service.

Portland, Oregon Metropolitan Area

Enrolled Agent licensed to practice before the IRS in dealing with individual, business and non-profit tax situations. Tax preparation, tax planning and tax resolution specialist.Certified Financial Education Instructor providing financial literacy classes and financial coaching.

Portland, Oregon Metropolitan Area

Developing and implementing operational infrastructure and successful fundraising programs for Oregon’s largest multi-sport event with an operational budget of $250k annually, with the support of direct-report staff and over 1500 volunteers across the State. Writing grant proposals and securing funds through grants and successful operation of dedicated gaming facility (Dual role as Licensed Gaming Manager for five years). Promoting unified and collaborative approaches, while developing strong working relationships with State-wide community and corporate partnerships. Creating and executing a strategic plan while receiving 100% buy-in from Board of Directors, staff and volunteers for non-profit management. Forecasting and analyzing income and expenditures. Recommending and implementing cost saving measures. Advising Board of Directors on program strategies and fiscal matters. Designing and launching innovative public relations and marketing programs for increased athlete participation and public awareness and support. Developing timelines and logistical plans for annual and special events. Coordinating data collection, analysis, and large event/multi-site event planning and facilitation. Supervising and mentoring staff and volunteers. Cultivating positive working relationships with other organizations and government officials.

Portland, Oregon Metropolitan Area

- Won multiple grants including Willamette Valley Track and Field Grant - $25k for growth in track events; Oregon Sports Action - $60k over 2 years for operational assistance; Meyer Memorial Trust - $10k for capacity building; Clackamas County Tourism Development Council - 8 different grants over 5 years totaling $32,395 for developing and promoting sporting events (specifically the Winter Games of Oregon and the State Games of Oregon) in Clackamas County; and multiple others.- Ongoing Organizational & Community Partnerships - NBCSportsNW; NIKE; Portland Timbers; U.S. Lacrosse; U.S. Tennis Association; National Congress of State Games; Standard Insurance; Oregon Sports Coalition; Oregon Governor’s Council on Physical Fitness and Sports; Oregon Alliance for Physical Education, Health, Recreation and Dance; Oregon Parks and Recreation Association; Portland Area Ski Club Council; Portland Beavers AAA Baseball and dozens more!- 33 Consecutive State-wide multi-sport competitions; 36 Counties represented; and over 280k competing Oregonians.

Beaverton, Oregon, United States