Lisa W. Email & Phone Number

Nashville, Tn, Us

Nashville, Tennessee, United States

Serve as account manager support for the Accountancy Licensing Library (ALL), CPE Audit Service (CPEAS), Rules Engine Service (RES) services and other applications as needed.ALL:Conduct timely completion and accuracy of on-going tri-monthly state regulatory reviewsFollow the established ALL maintenance process for conducting tri-monthly state reviewsCPE Audit Service:Serve as account manager and primary point of contact for limited number of Boards of Accountancy participating in the CPE Audit Service and Providers sending electronic attendance records.Provide responses to client inquiries regarding the overnight batch processing of Board licensee data and CPE rules questions.Assist and make recommendations for the direction of the NASBA CPE Audit Service product and related services to the Senior Account Manager.Conduct CPE rules research and requirements gathering to facilitate rules development for jurisdictions assigned by the Senior Account Manager.Conduct User Acceptance Testing (UAT) of engine rules, user interface, CPE Rules Engine Service application, functionality, custom development, data imports, etc.Provide excellent customer service for all clients of NASBA CPE Audit Service including firms, State Boards, State Societies, Registry Providers and CPAsPerform routine functional audits within the NASBA CPE Audit Service product and other applications as requiredDevelop good rapport with all clients and users including firms, State Boards, State Societies, Registry Providers and CPAsWork with developers and business analysts to execute rule and feature changesTrain platform users on all aspects, features and functionality of NASBA CPE Audit Service applicationAssist in the setup and implementation of state Board installations of the CPE Audit ToolPrepare help and training documentation as assignedRules Engine Service:As needed assist the RES team as assigned by the Senior Account Manager, CPE Audit Service and ALL

Conduct initial interview process, oversee new employee orientation and onboarding processMaintain employee records and update as neededTrack any updates to company policies and employee benefitsFacilitate communication between management/department heads and employeesEducate and administer employee on company benefits and rewards

Nashville, Tn

Responsible for stewarding the success of the Emergency Department Medical School program, its courses, and hands-on experiences through operations management and individual academic counseling.Coordinated new schedule each month including course offering, faculty lecturers, work-based experiences, verification of qualifications, and maintenance of program integrity Guided up to 25 medical students per month to ensure lecture attendance, provide lab supplies, connect to community work experience, and distribute faculty evaluationsIncreased efficiency of REDCap evaluation program by 100% by initiating and coordinating transition from paper to digitalProctored exams encompassing all medical school departments Coordinated guest travel including lodging, flights, food, and presentation space for medical resident lecturersManaged monthly catering for 50+ residents, medical students, and faculty Co-launched medical photography website including uploading and formatting of thousands of photos, creation of website copy, design of website UX, and utilization of site by medical students

Nashville, Tn

Responsible for preparing high school students for college and career readiness through the district academy model using rigorous academic approach. Mentored two student teachers from Vanderbilt’s Peabody SchoolServed on the AVID Site Team to incorporate and distribute AVID strategies into all grade levels of 3k+ studentsEducated 200+ sophomores, juniors, seniors Psychology for graduation requirementLead educator for 120+ AP (advanced Placement) Psychology studentsLead educator for Cambridge AICE (Advanced International Certificate of Education) AS Level Psychology; managed testing and credentialing for 30+ students Draft lesson plans and exams in line with international, national and state standards

Nashville, Tn

Responsible for processing patient paperwork and new specimens in a timely and efficient manner.Maintained records of quality control and communication with clients.Scanned and filed forms, reports and correspondenceProcessed 30-50 medical specimens every day.Assisted in training new employees.Drafted updated version of training manual.

Brentwood, Tn

Promoted to Assistant Head Pastry Chef and responsible for all Head Pastry Chef duties when he took time off.Promoted from front of house to kitchen staffAssisted with all aspects of production in high volume artisan bakery, custom cake decoratingBaked and decorated cakes for a variety of occasions and special ordersProduced 400 handmade pies per week during 2008 holiday seasonServed in front of house during high volume shifts, taking orders and running registers

Brentwood, Tn

Processed daily client transactions including deposits, withdrawals, loan payments, and selling cashier’s checks.Accurately maintained records of transactions to ensure daily balance and complianceAssisted clients with various questions and concerns related to their accountsAssisted with Head Bank Teller functions and acted as backup

Master’S Degree, Education

Bachelor Of Arts (B.A.), Psychology