Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her) Email and Phone Number
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Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her) personal email
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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.
Dope Cfo Certified Advisors
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Franchise OwnerDope Cfo Certified Advisors Sep 2023 - PresentFayetteville, 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. -
Realtor / Advisor / Financial ConsultantLisa Morstad Realtor / Zimmerman Ventures Jan 2022 - PresentGreater Fayetteville, Ar AreaReal 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.
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Chief Financial OfficerThe John Zimmerman Group Jan 2012 - PresentFort Worth, Texas, United StatesManage $150M - $200M annual sales budget including payroll, accounts payable, financial statement preparation, analytics, and tax preparation.
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Senior Analytics AdvisorFrontline Education Jan 2016 - Jan 2022Malvern, Pennsylvania, United StatesAdvised 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 -
Chief Financial OfficerNiet: National Institute For Excellence In Teaching Jun 2014 - Jan 2016Fayetteville, Arkansas AreaOversee 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. -
Chair Of Finance CommitteeAsbo International 2012 - 2015 -
Chief Financial OfficerFayetteville Public Schools Jun 1998 - Jun 2014Fayetteville, Arkansas AreaManaged $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
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Budget DirectorUniversity Of Arkansas Jun 1993 - Jun 1998
Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her) Skills
Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her) Education Details
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Business Analytics Certification Program -
Education Administration -
Business -
Accounting
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
What is Lisa Zimmerman Morstad, Mba, Cpa, Ed.D.(She/Her)'s role at the current company?
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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