Lisa Etheridge Email & Phone Number

Durham, Nc, Us

 Provide all administrative assistance to the CEO and CFO, including acting as gatekeeper and managing information flow Communicate directly, and on behalf of the CEO, with Board members, external contacts, and employees Develop written communications as needed on behalf of the CEO Track corporate budget Manage corporate compliance projects (FDA, State Licensure)

Durham, Nc, Us

 Provides all administrative assistance to the Chairman of the Board, CEO and CFO, including acting as gatekeeper and managing information flow Communicates directly, and on behalf of the CEO, with Board members, external contacts, and employees Serves as Secretary to the Board of Managers, accurately scheduling, planning, coordinating, and documenting and distributing minutes for the Board and Committee meetings Organizes events and food service as needed for on-site meetings Trains and manages executive assistant to perform administrative duties to the Senior Leadership Team Acts as Investor Relations contact, providing quarterly updates, tax information, fundraising documentation and share purchase fee payment and processing Works closely with attorneys to maintain share capitalization chart Provides project management for the Senior Leadership Team

Chapel Hill, Nc, Us

The Special Assistant will collaborate with key business leaders and other senior staff members and will serve as a member of the CEO’s/Presidents team. Responsibilities include executing day-to-day priorities and facilitating projects for the Office of the CEO/President. The successful candidate is committed to ensuring the success of the organization and of the CEO/President and performs within a dynamic, challenging environment, delivering results in a timely manner, with limited supervision.Responsibilities: • Serve as liaison between the CEO/President and Board of Directors• Serve as an internal and external surrogate for the CEO/President in meetings and planning processes• Assist the CEO/President in facilitating effective decision-making• Coordinate the execution of strategic initiatives• Drive and support Board of Directors’ meetings and quarterly and monthly business review meetings • Collaborate closely with senior executives and managers across the organization, manage expectations, and communicate on a formal and informal basis • Compile and present as needed special reports, ad-hoc presentations, and other communications for internal and external stakeholders• Develop work plans related to key initiatives and projects• Serve as a contributor and advisor on varied projects, including budget development, contract negotiation, and timeline management• Develop written communications as needed on behalf of the CEO/President • Assist with Staff Meetings and Town Hall Meeting preparations• Ensure regular reporting and status updates from operations teams• Train and manage Executive Assistant, providing oversight to optimize time management of the CEO/President, including travel logistics

 Managed and processed all contracts including (HCP) Health Care Professional agreements, advisory consultants, one-off speaker contracts, business contracts/agreements and is responsible for all contracts that are entered through the CAF Portal online system Organized events and food service as needed for on-site meetings Managed calendars and appointments for marketing staff Organized travel for senior managers Prepared expense reports Processed time off requests Provided coverage for Senior Marketing Coordinator Assisted with the coordination and preparation of National Sales Meeting and other major meetings

Durham, Nc, Us

 Successfully managed complex business and personal calendar for the CFO Acted as a “gatekeeper,” coordinating and streamlining flow of information from many department heads to CFO Coordinated business and personal travel arrangements for CFO and various department members as needed, including ground, air, hotel and dining arrangements Prepared and proofread presentation materials Maintained department’s schedule of pending tasks in order to meet deadlines  Prepared minutes of various Committee meetings Organized and maintained the corporate American Express Travel system Prepared and distributed company policies surrounding travel and expense reimbursement Coordinated submission of expense materials for Board of Directors’ review Oversaw organization of Executive Committee meetings and materials Processed dictation and prepared correspondence, including regulatory letters  Liaised with FDIC, FRB, NCCOB and independent auditors to coordinate examinations and materials Maintained executive level of confidentiality with regard to both company and employee information

 Successfully managed complex business and personal calendar for the CAO Coordinated business and personal travel arrangements, both domestically and internationally, for CAO, CFO and various department members as needed, including ground, air, hotel and dining arrangements Prepared, proofread and submitted filings to the Securities and Exchange Commission  Maintained department’s schedule of pending tasks in order to meet filing deadlines  Assisted CAO in maintaining leases and fielding tenant issues in personal rental units Prepared and processed expense reports and medical claim forms of CAO Oversaw organization of Audit Committee meetings and materials Processed dictation and prepared correspondence, including mandatory financial reporting letters  Ordered, maintained and updated accounting research materials for entire department Liased with legal department and independent auditors to facilitate signatures on mandated legal documentation Maintained files to include all signature documentation required by the Securities and Exchange Commission Maintained executive level of confidentiality with regard to both company and employee information

Executive Assistant Program

Education record