Lisa Kelly Email & Phone Number

Tulsa, Ok, Us

Tulsa, Ok, Us

Tulsa, Ok, Us

Responsible for agency fundraising efforts, community and public relations and marketing. Develop relationships with community leaders and business professionals to secure support of organization. Work with Board of Directors and volunteers to support mission of agency. Assist with development of strategic plans, bylaws, policies and procedures.

Claremore, Ok, Us

Utilize experience and educational background to design course content and teach business administration courses for a regional university. Develop course curriculum, student learning objectives and outcomes. Facilitate web-based delivery of course content. Areas of teaching expertise include managerial and financial accounting, entrepreneurship, management, corporate finance, marketing and global economic issues and policies.

Liaison for 13 county divisions for established statewide network providing resources, strategies and opportunities for families and individuals with multiple disabilities and chronic health conditions. Responsible for fundraising initiatives to support mission and establish new support systems. Promoted and marketed the organization through comprehensive communication strategies including press releases, web development and community involvement.• Presented to boards, professionals and community leaders to secure support and increase public awareness.• Developed programming and provided educational training for families, support staff and professionals.• Identified resources and created partnerships to enhance services.

Developed vision and strategic effort to create and support programs in Oklahoma and Texas to serve individuals with developmental disabilities. Recruited advisory board consisting of corporate, educational and civic leaders; developed mission and strategic plan for program and riding center; organized first major fundraiser for program which resulted in over 450 attendees and raised over $95,000.

Tahlequah, Ok, Us

Led the planning and implementation of programs and projects that strategically engaged alumni in supporting the university. Developed and implemented strategic alumni chapter expansion program creating geographical and special interest chapters. Secured commitments from alumni to provide expertise and volunteer service. Coordinated annual Homecoming festivities including fundraising golf tournament, alumni reunions, tailgate activities and formal gala. Served on the North Central Accreditation task force and Strategic Vision committee.• Partnered with development office to identify, cultivate and steward alumni giving through annual funds, individual and major corporate gifts.• Supervised development and management of alumni database.• Researched, developed and trained alumni chapters across the state and region.

Analyzed the credit worthiness of current and potential loan customers to assist in commercial loan processing decisions. Analyzed revenues, expenditures and debt obligations of applicants. Monitored closed loans to insure compliance with loan provisions. • Evaluated new loan applications to insure proper completion and submission of required financial information to facilitate financial credit analysis.• Reviewed and managed financial accounting data, legal documents, contracts, and proposals and other records and documents to complete the financial credit analysis.• Monitored revenues and expenditures of current and future debt obligations; completes debt coverage calculations and future revenue and expenditure and ratio tests and justifications.

Mba, Entrepreneurship

Bba, Finance