Lisa Buckmaster Email & Phone Number

El Dorado Hills, Ca, Us

Folsom, California, United States

Apercen Partners, LLC, Folsom, CA 06/2022- PresentExecutive AssistantProvides full support to the President, Family Office Services• Extensive management of FOS President’s calendar including scheduling meetings, conferences, teleconferences, and travel. Organizes and prioritizes internal and external requests of FOS President’s time and resources.• Drafts e-mails, letters, and documents; collecting and analyzing information; initiating e-mails and telecommunications. Handles highly confidential issues and highly sensitive client documents in a discreet and respectful manner. Lead manager of storage of secure room documents and client safes.• Provides project management support and drives workflow efficiencies; monitors project status and generates weekly reports.• Create templates utilizing Microsoft Word, Excel, and PowerPoint for client messages, e-mails, billing, and presentations.• Supports FOS team with client materials assembly, handling of highly sensitive client documents by logging in client tracker and securing in client safes, and other office support as needed.• Assists FOS President with management of client billing, including billing schedule, and follow-up with outstanding items. Processes and reconciles all expenses for FOS President monthly.• Completes various special projects as required.

Palo Alto, California, United States

Provided full EA support to two SVPs in Strategic Communications and Individual Giving. Effectively utilized the software and applications in Microsoft 365 and Office to create work product and help manage workflow for SVPs.Extensive and complex Outlook calendar management, travel, and expense processing. Interfaced with Team on meeting scheduling including coordination of staff calendars, meeting locations, and catering. Created an MS Planner Board with a consultant to track daily tasks which reduced manual tracking by 30 minutes per day and made the process simple and fluid. Collated and collected vendor information from multiple sources and created a companywide master vendor list that resulted in reduced search time for vendor contacts across multiple departments. Managed multiple vendors’ setup including contracts, vendor forms, and coordination with accounting department which resulted in a 1-2 day decrease in processing delays. Created and managed multiple agendas for team meetings and prepared slide decks for internal presentations. Supported other responsibilities and team members as well as partnered with the Executive Assistant to the CEO.

Palo Alto, Ca

Provided full EA support to the COO/SVP of Development.Supported special projects including staff surveys, budget tracking, and fundraising growth assessment. Coordinated/managed calendars for multiple 1:1’s and focus groups to provide feedback to leadership on critical issues. Led charge to convert staff to Zoom during COVID 19 SIP which resulted in foundation-wide connections for colleagues to continue fundraising efforts: FY20 met goal; FY21 exceeded goal by 27%; FY22 exceeded goal by 38% by mid-fiscal year. Partnered with SVP of Major &Principal Gifts on hiring/onboarding of staff. Handled daily tasks and partnered on special projects focused on developing higher level administrator skills. Supported projects including annual budget, managed field activity input into Raiser’s Edge, drafted briefings and pledge reminders for donors and faculty meetings, managed AVP’s stewardship calendar to ensure reports were sent in a timely manner. Collaborated and attended team meetings regarding proposal and agenda creation. Developed action item tracking system to ensure follow up/closure of pending action items resulting in an almost 100% increase in action item resolution. Worked closely with Foundation, hospital, and university staff, exercising discretion on highly confidential and sensitive information. Compiled and analyzed data from a variety of sources for meetings, reports, and solicitations. Formatted and edited internal and external correspondence. Maintained extensive filing system. Created extensive PowerPoint presentations, including charts and graphs, for board, committee, and development meetings. Drafted confidential prospect backgrounds and other documents requiring research. Created queries to produce reports from donor database. Co-Chair of the Wellness Committee. Collaborated to bring health and wellness awareness to staff which resulted in healthy team-building activities and knowledge sharing through guest speaker events.

Belmont, Ca

Provided full EA support to the President/GM of Advanced Solutions and Principal of Advanced Solutions. All travel, expense, and calendar management. Managed daily calendar and interface with Team on appointments and meetings and coordinate conference calls with multiple attendees. Coordinate and book air travel, hotel, and cars. Special projects as approved by Manager. Team resource for supporting employees and central point of contact (i.e., Concur Expense, Egencia Travel systems, etc). Coordination and support for team schedule re event planning and team meetings. Supported Key SunEdison Event – Solar Power International 2015 in Anaheim, CA. Provided onsite support as booth staff responsible for conference calendar management.

Belmont, Ca

Provided support to the President of Global Services in the role of Executive Assistant. This includes heavy calendar management, processing of expense reports using Concur system, coordination of travel arrangements for President, and participation in offsite events, supported key SunEdison Event (Solar Power International Conference). Assist with Quarterly Board Review and quarterly Board of Director meetings, coordination of legal documents for signature, and any special projects requested by executives. Managed agenda and action items on Weekly Staff Meeting, team resource for supporting hiring and onboarding (trainer for talent acquisition system, maintainer of documentation for onboarding (general SunEd + Services specific), team resource for training of new systems or processes from corporate (Egencia, Concur, etc.), coordination and support for team events and logistics (in business unit and globally, if needed), PMO Greenbelt training (completed), conference research and management and coordination for attending team members, competitive file maintenance, ensure we have updated SunEd market research materials from marketing, support on Team projects if appropriate, coordinate quarterly reviews with senior team members.

San Francisco Bay Area

Supported the General Manager of North America, supporting the GM of Distributed Generation, and the North America CFO in the role of Executive Assistant. This includes heavy calendar management, processing of expense reports using Concur system, coordination of travel arrangements for executives, and participation in offsite events for executives, assisting with Quarterly Board Review and quarterly Board of Director meetings, coordination of legal documents for signature, and any special projects requested by executives.

Supported the Executive Staff in a variety of responsibilities but mainly in charge of Investor Relations. This includes the management of quarterly investor distributions, large volume mailings, and the management of our investor database. Administrative duties include distribution of correspondence to investors, invoice processing, travel arrangements, processing of expense reports and credit card statements, circulation and maintenance of yearly budget files, copying and distribution of closing booklets to all investors, heavy filing and maintenance of master and property files. Lead person in the organization and mailing of investor K-1’s, similar to cash distribution process.

Human Services Administration

Associate Of Arts And Sciences (Aas), Business Administration

Associate Of Arts (A.A.), Business Administration