Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her)

Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her) Email and Phone Number

Dope CFO Certified Advisor | Cannabis CFO| Data Analytics | Realtor |Cost Accounting & Tax| Compliance @ DOPE CFO Certified Advisors
Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her)'s Location
United States, United States
Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her)'s Contact Details

Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her) work email

Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her) personal email

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About Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her)

I am a collaborative leader with a 30+ year track record of results, innovative and successful strategies, and engaged employees and colleagues. I enjoy brainstorming and problem solving in both a team and individual setting. I am an enthusiastic lifelong learner and appreciate opportunities for professional development in all areas of my life. My strengths include strategic review and analysis of financial data, innovative problem solving, and effective communication of financial information to a wide range of stakeholders. I have extensive experience in conversing and working with the media. I have presented financial reports at over 200+ board meetings to date, including live televised events and responding extemporaneously to questions. I am a fan of business analytics and business intelligence and enjoy creating dashboards and developing metrics to identify, explain, and create comprehensive strategic plans.I have an accounting undergraduate degree, a MBA, a doctorate in education leadership, and a certification in Business Analytics. I am also a CPA and am licensed in real estate in Texas and Arkansas. My major personal interests include my family, live music, reimaging jewelry, college basketball, cooking, and travel.

Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her)'s Current Company Details
DOPE CFO Certified Advisors

Dope Cfo Certified Advisors

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Dope CFO Certified Advisor | Cannabis CFO| Data Analytics | Realtor |Cost Accounting & Tax| Compliance
Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her) Work Experience Details
  • Dope Cfo Certified Advisors
    Franchise Owner
    Dope Cfo Certified Advisors Sep 2023 - Present
    Fayetteville, Arkansas, United States | Remote For Anywhere!
    Dope CFO Certified Advisors provides a rock solid cannabis accounting and tax solutions for a wide range of businesses in cannabis and CBD/help industry.
  • Lisa Morstad Realtor / Zimmerman Ventures
    Realtor / Advisor / Financial Consultant
    Lisa Morstad Realtor / Zimmerman Ventures Jan 2022 - Present
    Greater Fayetteville, Ar Area
    Real Estate agent, advisor, and analyst. Assist clients in finding homes and investment properties to realize their goals and priorities. Creating resources to help clients and their families enhance their experience and knowledge of Northwest Arkansas. Provide financial and analytics data to assist in decision-making.
  • The John Zimmerman Group
    Chief Financial Officer
    The John Zimmerman Group Jan 2012 - Present
    Fort Worth, Texas, United States
    Manage $150M - $200M annual sales budget including payroll, accounts payable, financial statement preparation, analytics, and tax preparation.
  • Frontline Education
    Senior Analytics Advisor
    Frontline Education Jan 2016 - Jan 2022
    Malvern, Pennsylvania, United States
    Advised 75+ school district clients on the use of Forecast5 analytics software for academic and financial data. Clients were located nationwide and services ranged from developing custom analytics dashboards to training adminstrators and staff to building board presentations and sharing data analytics insights with board members and the public. Started as an early employee of Forecast5 Analytics (2016) which was acquired by Frontline in January of 2021. Helped to build a foundational base… Show more Advised 75+ school district clients on the use of Forecast5 analytics software for academic and financial data. Clients were located nationwide and services ranged from developing custom analytics dashboards to training adminstrators and staff to building board presentations and sharing data analytics insights with board members and the public. Started as an early employee of Forecast5 Analytics (2016) which was acquired by Frontline in January of 2021. Helped to build a foundational base of clients and participated in software development until acquisition. Developed models for Academic Return on Investment for school districts and presented annually at state, regional and national conferences on analytics and ROI. Show less
  • Niet: National Institute For Excellence In Teaching
    Chief Financial Officer
    Niet: National Institute For Excellence In Teaching Jun 2014 - Jan 2016
    Fayetteville, Arkansas Area
    Oversee all business operations for NIET including payroll, budgeting, financial reporting, audit & 990 preparation, fixed assets, billing,accounts receivable, accounts payable, cash management, grant accounting & board meeting presentation.
  • Asbo International
    Chair Of Finance Committee
    Asbo International 2012 - 2015
  • Fayetteville Public Schools
    Chief Financial Officer
    Fayetteville Public Schools Jun 1998 - Jun 2014
    Fayetteville, Arkansas Area
    Managed $110 million budget of state funds, local tax, federal and other funds. Oversight of Business Office that performed all accounting, payroll, purchasing, accounts payable, fixed asset, and grant management functions for 1,600 employees and 9,100 students. Assisted local legislators regarding school finance issues, drafting of legislation, and district and state impact of proposed bills. Coordinated budgets with all budget managers, directors and principals. Prepared financial reports and… Show more Managed $110 million budget of state funds, local tax, federal and other funds. Oversight of Business Office that performed all accounting, payroll, purchasing, accounts payable, fixed asset, and grant management functions for 1,600 employees and 9,100 students. Assisted local legislators regarding school finance issues, drafting of legislation, and district and state impact of proposed bills. Coordinated budgets with all budget managers, directors and principals. Prepared financial reports and presented at monthly televised board meetings and work sessions. Conducted presentations for business and community leaders. Facilitated annual audit. Supervised cash flow and investment of district funds. Executed bond and other financing strategies for district capital projects. Provided financial testimony in litigation. Developed award winning family friendly benefits and orchestrated two employee severance packages resulting in over $7million in savings. Presented at regional and national conferences on school finance topics. Show less
  • University Of Arkansas
    Budget Director
    University Of Arkansas Jun 1993 - Jun 1998

Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her) Skills

Budgets Nonprofits Leadership Strategic Planning Finance Fundraising Public Speaking Financial Reporting Accounting Management Financial Analysis Policy Event Planning Staff Development Leadership Development Team Building Administration Training Project Planning Higher Education Microsoft Excel Access Research Forecasting Auditing Social Media Powerpoint Microsoft Office Financial Modeling Project Management Customer Service Event Management Change Management Business Strategy Analysis Microsoft Word Negotiation Process Improvement System Administration Non Profits Strategic Financial Planning Marketing Strategy Team Leadership Budgeting Audit Planning Ideation Cross Team Collaboration Community Outreach Public Relations Data Analytics Business Intelligence Product Development

Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her) Education Details

Frequently Asked Questions about Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her)

What company does Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her) work for?

Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her) works for Dope Cfo Certified Advisors

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Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her)'s current role is Dope CFO Certified Advisor | Cannabis CFO| Data Analytics | Realtor |Cost Accounting & Tax| Compliance.

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What schools did Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her) attend?

Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her) attended Harvard University, University Of Arkansas, University Of Arkansas, University Of South Dakota.

What skills is Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her) known for?

Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her) has skills like Budgets, Nonprofits, Leadership, Strategic Planning, Finance, Fundraising, Public Speaking, Financial Reporting, Accounting, Management, Financial Analysis, Policy.

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