Board of Directors 2016-presentPresident of the Board 2017-2019 “CJP,” an independent 501(c)(3) nonprofit corporation, is a 280-student preschool serving children on Shalom Park in Charlotte, N.C. • Led the strategic planning process and implementation of a five-year, multi-tiered strategic plan focused on mission-based and data-driven growth, retention and development of talent, financial stability, and the promotion of a culture of community. Strategic initiatives led to two-year revenue growth of 36% and enrollment growth of 8%.• Oversaw major revisions of the Employee Handbook, Parent Handbook, and Board Policies and Procedures, including the creation of committees for governance, nominating, and human resources. • Participated in grant-writing process that secured over $85,000 in additional revenue for the school over two years. • Created, implemented, and led the annual evaluation process for the Executive Director, including collecting and analyzing feedback from a variety of stakeholders. Designed a compensation plan for Executive Director with incentives tied to operational metrics and strategic goals. • Worked with Executive Director to craft plans for significant facilities upgrades, which resulted in the Board allocating funds for major classroom renovations and security enhancements. • Managed a 17-member Board and 7-member Executive Committee; created and implemented onboarding processes for new Board members; planned various team-building retreats and events for Board and staff.

•Advising clients on the applicability of state income, sales, use, franchise and property tax •Representing corporate clients in all stages of tax controversies with the Internal Revenue Service and the North Carolina Department of Revenue, including examinations, administrative appeals, Tax Court proceedings and collection matters •Preparing ruling requests for the North Carolina Department of Revenue and obtaining Private Letter Rulings granting favorable tax treatment for renewable energy client •Counseling clients on federal and state tobacco excises taxes and compliance regulations •Preparing LLC operating agreements for real estate development joint ventures involving shopping centers, residential condominiums and mixed-use developments•Advising foreign clients on tax implications of U.S. investments •Counseling clients on the tax aspects of stock and asset sales•Obtaining a favorable settlement of IRS audit for a large estate •Developing estate plans and advising on estate planning matters •Representing taxpayers in estate and gift tax audits•Representing executors and trustees in estate and trust administration matters •Advising clients in forming public charities and private foundations