Allen Lloyd

Allen Lloyd Email and Phone Number

Executive Director at the Montana Society of CPAs @ Montana Society of CPAs
Allen Lloyd's Location
Helena, Montana, United States, United States
Allen Lloyd's Contact Details

Allen Lloyd work email

Allen Lloyd personal email

n/a
About Allen Lloyd

At the intersection of trust and getting things done is a group of people. I am one of them and have evolved from an admin. assistant to an Executive Director working to take ideas and turn them into results. As Ex. Dir. of the Montana Society of CPAs it is my responsibility to work with our members and board to move forward the mission of the organization. I manage our staff and make sure our efforts are focused on our pillars Membership, Sustainability, Connection, Professional Excellence, and Advocacy.My role at OSCPA changed as the Society went through a CEO transition. Making the change from a long time CEO to a leader from another industry was a very interesting experience. My ability to help smooth that transition, both for the new CEO and the organization as a whole, catapulted me into a management role. I collaborate with our internal and external leaders to make sure MSCPA is moving forward on its mission. I make sure our board is engaged during and between our meetings with the information they need to make the best decisions. At the same time I work with staff to formulate and implement our plan of work process.Working at an accounting firm with multiple owners is a balancing act. With two offices and 50 staff we had to be creative to balance providing services of a large firm with the limited resources of a regional firm. I started as an admin. assistant when I left my role included managing the admin. staff and making sure the operations worked so our professional staff could concentrate on their work. A commitment to learning has helped me evolve. I have worked on my ability to present and my session was rated above 4 (on a 5 point scale) by those who attended, it also sold out at multiple locations. At NJE I learned to balance competing interests and negotiate with vendors to provide services we couldn’t accomplish with staff.

Allen Lloyd's Current Company Details
Montana Society of CPAs

Montana Society Of Cpas

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Executive Director at the Montana Society of CPAs
Allen Lloyd Work Experience Details
  • Montana Society Of Cpas
    Executive Director
    Montana Society Of Cpas Jun 2017 - Present
    Helena, Mt
  • The Ohio Society Of Cpas
    Senior Manager, Board & Executive Operations
    The Ohio Society Of Cpas Jun 2015 - May 2017
    Dublin, Oh
    Governance: Executive Board, AICPA Council and appointments, Nominating Committee, direct oversight of organization-wide volunteer recruitment and selection processPlanning: Will provide management and coordination of annual and ongoing program & product assessment process, annual plan of work, including tracking progress/metrics for CEO/Board monitoringOrganizational Effectiveness: will work across and throughout the organization to ensure the highest degree of efficiency and effectiveness is and can be achieved through greater knowledge and use of existing technology platforms, streamlining of processes, and identifying new methods to elevate the organization and our team in identifying, achieving and celebrating wins.
  • The Ohio Society Of Cpas
    Manager Of Member Services
    The Ohio Society Of Cpas Feb 2014 - May 2015
    Dublin, Ohio
    Cultivate and grow the membership retention program and member service experience.Carry out an effective membership renewal campaign.Oversee membership operations, including membership database procedures.Provide regular reporting to detail progress of the membership renewal and retention campaign.Manage the budget for assigned membership programs and track related expenses.Respond to member inquiries throughout the year and during the renewal cycle and onboarding of new members.Manage OSCPA’s Member Service Center (MSC), providing leadership in best practice, member‐driven service that drives greater member value and retention.
  • The Ohio Society Of Cpas
    Executive Assistant
    The Ohio Society Of Cpas May 2010 - Feb 2014
  • Mid-Ohio Regional Planning Commission
    Executive Assistant
    Mid-Ohio Regional Planning Commission 2007 - 2010
  • Norman, Jones, Enlow & Co.
    Executive Assistant
    Norman, Jones, Enlow & Co. May 2001 - Aug 2007
    Provided administrative support to five partners and seven managers, including management of multiple calendars. Coordinated travel arrangements and special events for the company. Managed relationships with vendors to purchase supplies and services as needed. Planed monthly partners meeting and provide information on items to be discussed. Attended and prepared minutes to document management decisions. Composed and revised policies to ensure the company retains and recruits skilled staff. Composed letters to clients and IRS as well as prepare spreadsheets. Prepared PowerPoint presentations for partners and managers. Supervised administrative staff of eight people. Ensured the staff all have manageable work loads and can meet deadlines. Coached and counseled staff to ensure work is completed correctly. Resolved conflict between team members as well as with other departments. Conducted weekly meetings to confirm priorities and quarterly evaluations to point out strengths and weaknesses.
  • Sky Financial Solutions
    Documentation Analyst
    Sky Financial Solutions Jan 1998 - Jan 2001
    Columbus, Ohio Area

Allen Lloyd Education Details

Frequently Asked Questions about Allen Lloyd

What company does Allen Lloyd work for?

Allen Lloyd works for Montana Society Of Cpas

What is Allen Lloyd's role at the current company?

Allen Lloyd's current role is Executive Director at the Montana Society of CPAs.

What is Allen Lloyd's email address?

Allen Lloyd's email address is al****@****cpa.org

What schools did Allen Lloyd attend?

Allen Lloyd attended Otterbein University, The Linsly School.

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