Stacey Gauer Email & Phone Number

Remote

Women Corporate Directors (WCD) is the world’s largest membership organization and community of women corporate board directors.Executive Assistant to the CEO● Manage the CEO’s schedule of meetings● Assist with CEO travel schedule as needed● Manage CEO expense reimbursement Board of Directors● Schedule quarterly board meetings● Assist with the quarterly board reports● Assist board members with any travel requirements for board meetingsOperations ● Develop and maintain systems and processes to optimize operations ● Manage WCD’s operational and administrative policies, including but not limited to insurance policies, state registrations ● IT: Manage IT platforms, vendors, trainingFinance / Accounting ● Expense reimbursement● Liaise with WCD’s bookkeeping/ accounting team Administration & Support ● Provide administrative support to WCD’s membership team ● Adhere to deadlines and fulfill other administrative functions as required.

Toronto, Ontario, Canada

• Coordinate meetings, create complex travel itineraries, domestic and international• Perform mail merges and send out clients’ quarterly and annual statements• Handle subscription and redemption documents• Distribute financial statements and tax documents• Expense accounts and pay invoices• Input and manage client data in Purefacts financial solutions, an integrated data management system used for account transactions, statements of holdings and other client reports• Update company’s marketing materials on a monthly basis• Send out monthly performance results, edit and proof-read quarterly commentaries• Manage office requirements including IT• Manage personal expenses, travel and appointments• Negotiate contracts with vendors, etc.

Toronto, Canada Area

• Provide administrative support to the President and CEO including scheduling of meetings, travel coordination, and expense reporting.• Drafting agendas for President & CEO review for Executive Committee, Finance & Audit Committee and Board meetings.• Attendance and minute taking at Executive Committee, Finance & Audit Committee and Board meetings.• Assist with Board planning and governance. Tracking Board Director terms.• Provide day-to-day general office management support including maintenance of office/IT equipment. First point of contact for onsite IT support.• Monthly meetings with IT support to review any ongoing issues. Attend quarterly meetings with President and CEO with IT support.• Ability to correspond with C level and government executives and their staff.• Organize logistics for stakeholder meetings, including managing invitations, booking locations, monitoring and organizing documents required for meetings.• Reconciliation of monthly Visa statement.• Proofread TFI newsletter and email blasts.

Burlington, Ontario

• Provide high-level administrative support to the National President & CEO and Senior Leadership Team including calendar management, proofreading documents and travel arrangements. • Support the Annual General Meeting and other Special Meetings of the Membership including set up of electronic voting process and preparing the timeline and required documentation for the meeting.• Support the National Board of Directors by preparing and circulating Board meeting packages, attending and preparing minutes of Board meetings and coordinating logistics of Board travel and venue.• Support the National Board committees by coordinating timing of meetings and attending and taking minutes.• Support the BBBSC Foundation Board of Trustees by preparing and circulating Board meeting packages, attending and preparing minutes.• Coordinate travel and accommodations for the National Office staff and third parties.

Burlington, Ontario

• Created Excel spreadsheet to track expenses for sales team• Input of daily cheques to Excel spreadsheet for US accounting staff• Preparation of daily bank deposits• Printing of weekly cheque run• General office duties including scanning

Oakville, Ontario

• Preparation of various documentation including letters, invoices and Powerpoint presentations. • Managed the calendars for the Chairman and President including meetings and travel.• Worked with the HighView Chairman to manage the firms’ day-to-day operations including accounts payable and account receivables.• Data entry with Quickbooks.• Maintained all office supplies, including stationery and marketing materials.• Accountable for taking and producing minutes from client meetings.• Provided technical support and coordination for webinars.• Planned various events for clients.

Toronto, Canada Area

• Primary contact for TD Capital with Global Technology personnel to monitor and control department/system needs/access coordinating system connectivity.• Supervised two administrative clerks, prepared and delivered annual performance appraisals and met regularly to provide feedback on goals and objectives.• Ensured continual maintenance of telecommunications for the department; ordered/purchased new fax machines, cell phones and services; primary point of contact for all cell phone issues, repairs and programming.• Coordinated with premises group to facilitate any issue that affected TD Capital• Maintained all office supplies, including stationery and marketing materials; ensured filing and archiving policies were being adhered to, as well as the review and update of policies as required.• Supported and trained users on video conferencing system• Ensured policy for ordering hardware and software was communicated and adhered to.• Provided quarterly software reports, including cost analysis to group heads.• Investigated new products, equipment, services and feasibility of implementation into the firm based on cost and productivity analysis.• Preparation of correspondence/expense reports, coordinated travel arrangements and maintained calendars for senior management.• Created Microsoft Access Database for tracking incoming business plans.• Preparation of Powerpoint marketing presentations and in-house reports.• Dictaphone for correspondence.