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

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.

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.

Fort Worth, Texas, United States

Manage $150M - $200M annual sales budget including payroll, accounts payable, financial statement preparation, analytics, and tax preparation.

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

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.

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

Business Analytics Certification Program

Activities and Societies: Courses include: Digital Strategy and Innovation Foundations of Quantitative Analysis Leadership, Innovation &.

Edd, Education Administration

Activities and Societies: Dissertation of the Year award

Mba, Business

Bsba, Accounting