Michael Kerr Email & Phone Number

Richmond, Va, Us

Richmond, Va

Richmond, Virginia, Us

Responsible for the sound administration of the organization’s finances by establishing and executing financial policies, procedures, controls and reporting systems. Plans, develops, and directs all accounting and procurement related activities to include financial analysis and planning, budgetary control, purchasing, accounting, internal controls and financial reporting for Richmond Region Tourism, Richmond Region Tourism Foundation and Tourism Improvement District (TID). Ensures legal and regulatory compliance for all accounting and financial reporting functions.

New York, Ny, Us

Serve on multiple faculty teams presenting seven-day national conferences to the employees of the Episcopal Church. Alternately served as Conference Leader and as Finance Faculty. The goal of these training conferences is to assist participants in evaluating their lives from four aspects: spirituality, vocation, health (emotional and physical) and finance. Also served on several task groups for curriculum review, new faculty evaluation and overall CREDO strategic planning. National presentations to employees included understanding pension and retirement issues (covering defined benefit and defined contribution plans), funding educational goals, wealth transfer (legacy), debt management and risk transfer/education. Experienced with one-on-one counselling sessions. Understanding confidentiality is key to building relationships in a value-based organization.

Richmond, Virginia, Us

Investment Committee member.Primary role of client engagement, helping to build and deepen the relationships essential to a client’s well-being and their long-term financial success. Operational work secondary in designing client documents and presentations, making use of Bloomberg and Black Diamond..Broad experience in personal finance, risk management, and investment portfolios. Key driver of helping others make the best financial decisions possible.

Known nationally for bringing energized and professional leadership to business model. Business relationship management spearheaded transformational growth of foundation from a $12 million single offering model to a $150 million multi-offering structure. Detail-oriented relationship building drove expansion of specific accounts under management from under 200 to over 700. Developing donor relations and trust led to additional funds and support of community impact.Built partnerships and relationships across vendors and clients while improving board governance structure (including financial reporting, education and budget process). Established stronger financial operations and reporting processes, enhanced cost controls, improved portfolio spending models, revamped company Investment Policy Statement and developed organizational web presence to provide current and transparent information. Managed staff, employee benefits and compensation. Balanced benefits strategy against norms, budget management and financial projections.Managed several vendor reviews with related RFP processes for banking, insurance, audit and consultant services. Contract management key to improving efficiency within budget management.

Provided the vision and strategy for this historic, values-based and mission-driven organization in the provision of fiscal, operational and administrative processes. Functioned as COO leading organizational skills, training leadership and ability to listen and then communicate clearly and concisely provided confidence in the building of a mature culture of excellence.

Warsaw, Pl

Specialized in General Liability and Product Liability claims across multiple states. Effective and precise communication with agents, clients and attorneys was instrumental to success. Assessed coverage, case liability and negotiated appropriate settlements, including structured annuity-based settlements through captive life insurance company.

Northbrook, Il, Us

Handled multi-line claims and managed several claims and operations units, supervising over 20 staff members. Management training (regional and national) focused on employee development, team building, client service, defalcation and statistical interpretation.

Master Of Business Administration (M.B.A.), Organizational Behavior/Finance

Cfp, Certified Financial Planning Coursework

Bachelor’S Degree, Political Science