Resume of Debra L. Stone, C.P.A

Transcription

1 Curriculum Vitae/ Resume Resume of Debra L. Stone, C.P.A Education: o Currently pursuing D.B.A at Northcentral University- Prescott, Arizona estimate graduation date 2016 o Argosy University- Phoenix, Arizona, Hours of Doctoral Level Accounting and other business classes for a total of 24 hours o University of Phoenix-Doctoral Business Leadership class-transformational Leadership-3 hours o Grand Canyon University Phoenix, Arizona, M.A.E.D. Educational Leadership included in this Masters are 6 hours of business leadership classes and a 3 hour school finance related class o Grand Canyon University Phoenix, Arizona, M.A.E. D.- Secondary Education o University of Phoenix Phoenix, Arizona, M.A.E.D in Adult Education in Online/Distance Learning o University of Houston- Houston, Texas, B.B.A. in Accounting o Baylor University- Waco, Texas o Doctoral Accounting classes 7000 level- 21 hours (all recent classes) -Financial Reporting Theory 3 hours -Accounting and Corporate Governance 3 hours -Accounting Control Systems 3 hours -Contemporary Accounting Theory 3 hours -Accounting in a Global Financial Community 3 hours -Advanced Managerial Accounting 3 hours -Advanced Tax Strategies- 3 hours o Other Doctoral Business Classes 7000 level- 27 hours -Doctoral Studies 3 hours -Management- Ethics in Business 3 hours -Solutions Leadership 3 hours -Leading Innovation and Change 3 hours -Transformational Leadership and Innovation 3 hours -Strategy- Doctoral Comprehensive Strategic Business Knowledge Studies 3 hours -Advanced Academic Writing 3 hours - Statistics 3 Hours -Business Research Methodology 3 hours

2 o Leadership and Management Classes- specifically- 20 hours -LDR- 600 Leadership Styles and Development- 4 hours -LDR- 625 Organizational Style and Team Leadership- 4 hours -LDR- 711 Transformational Leadership and Innovation-3 hours -B777- Solutions Leadership- 3 hours -B7628- Leading Innovation and Change-3 hours -MGT Ethics in Business-3 hours o Southwest College of Law- various law classes o Attended Grant Writing Clinic at Arizona State University o Eastern New Mexico Courses Completed- Professional Development Courses Taken at ENMU Connecting objectives and assessments Design your online course Blended learning iclicker training Introduction to teaching online Linking instructional materials and engagement Multimedia creation using SoftChalk Podcast implementation Copyright Basics workshop How to engage online students o Quality Matters Quality Matters Program Peer Reviewer Course Quality Matters rubric training Attended Quality Matters Conference Santa Fe, New Mexico-2014 Professional Information: o C.P.A. State of Arizona since 1988, originally obtained in Texas, 1980 o C.P.A. State of New Mexico 2014 o Numerous CPA Tax clinics o Nominated and attended Master Teachers Seminar for Maricopa County Community College o Peer Review Evaluator- Quality Matters

3 Recent Service information: o Instructed (Algebra) in the Upward Bound Program and Eastern New Mexico University- Summer of 2013 o Faculty Senator Eastern New Mexico University and o Chair of session at Global Interdisciplinary Business Advancement Conference o Served on Arizona Society of C.P.A. s committee for audit and financial services o Co-chaired as advisor to accounting club- ENMU o Member of Accounting Advisory Group ENMU o Member of Oil & Gas Exploration & Production Industry Working Group- Sustainability Accounting Standards Board o Member of Undergraduate Business Curriculum Review Committee o Member of Undergraduate School wide- General Education Curriculum Committee o Community- Tax Program Chair 2013 o Member working group -New Mexico State Articulation Committee for Accounting o Member of ENMU President s Sexual Assault Prevention Committee-2015 Conferences presented Hybrid Innovation in Course Features, Quality Matters Conference, Santa Fe, New Mexico, April 25, Co-Presenter Roberto Gamarra- based on the analysis of the side by side performance of two accounting classes (one face-toface and one web). Cost Accounting Systems: A Holistic View from the Top, G.I.B.A. Conference, Clearwater Beach Florida, May 16, Peer reviewed and published in conference proceedings. The paper presents a cost Accounting-design model now used in my classroom for managerial and cost accounting. The Strategic Challenge of Hybrid Innovation, The Sloan-C Blended Learning Conference and Workshop, Denver, Co. July 8, Co-Presenter Roberto Gamarra Teaching and Educational Experience: Eastern New Mexico University- Fall Present Accounting Instructor in College of Business Currently teach accounting including: Financial Accounting, Managerial Accounting, Cost Accounting, Individual and Corporate Tax, Auditing, Forensic Accounting and Accounting Theory. Also, instruct Introduction to Business. Courses developed and taught both online (Blackboard), via Mediasite and live. o Co-advisor to Accounting Club o Academic advisor to over fifty undergraduate accounting students

4 o Member of Accounting Task Force (develops relationships with professional accounting community) o Current Faculty Senator. o Member of undergraduate business curriculum review committee and general education institution wide curriculum review and assessment committee o Hold- Superior student, peer and administrative evaluations Adjunct Faculty Accounting MCCC (Maricopa County Community Colleges) - Scottsdale Community College and Rio Salado College) : Taught Both In-Person and Online- Accounting classes to a diverse student population. Subjects included financial statement analysis, budgeting, forecasting and cost analysis. Prepared and gave multiple presentations to various classrooms and audiences. Classes included Beginning Accounting, Financial Accounting, Management Accounting, Business Law and Payroll Tax Accounting. Developed and presented managerial accounting class for Cox Communication s management team. Adapt Courseware, New York- Consultant for accounting curriculum development- provided authoring services for financial accounting coursework. Prescott Valley Charter School- Math Instructor-2 nd Semester 2012 Taught- Algebra 1, Geometry and Algebra 2 to high school students Lessons were developed lessons using textbook, other resources and personal knowledge of curriculum. Learning formats included direct instruction and group learning. Students worked in groups of four to complete projects and problems AAEC High School and Deer Valley Unified School District Math teacher- high school, 7 th grade, and Title One Math- Developed lessons for remedial math learning from 7 th grade through high school. Extensive use of technology in class including Smartboard and other interactive technology in the classroom. Lead 7 th grade classroom in learning the 7 th grade curriculum using the Smartboard and aligning lessons to state standards. Each lesson developed individually for student interaction and learning. Professional Experience in accounting, finance or management: Debra Stone C.P.A sole practice Morgan Stanley o Financial planning and analysis including tax ramifications of financial planning o Passed Series 7 and 66 o Attended Morgan Stanley Training for financial advising o Member of high net worth financial planning practice Operating Real Estate Broker- NRT Arizona- Coldwell Banker Grayhawk Office Real Estate Sales since 1993 o Managed over 50 sales agents including all administrative functions of branch operation

5 o Responsible for creation of an office marketing image and for planning events and community activities to increase sales activity o Actively recruited new agents o Created and maintained marketing website for agent recruiting. o Managed day-to-day contract administration, financial details, bill payments and budgeting including analysis, projections and preparation for use in overall Reology budget roll-up. o Fielded broker related calls. o Developed and implemented training programs. o Earned mentoring credential in CRB class, mentoring training for peak performance o Top 10% in Sales o Brokered transactions for all agents, designed new agent training, and trained new agents in sales techniques o Extensive sales experience consistently performing in the top sales category. o Employed at Realty Executives and Remax as a sales associate o Numerous sales awards achieved. o Developed extensive marketing materials and plans for agents, mortgage brokers and mortgage companies Chase Manhattan Bank 1989 to 1993 VP Controller Chase Visa, Tempe, Arizona and VP Western Region Vice President- USA, New York, NY. Office Scottsdale Arizona and World Trade Center 78 th Floor Building One (Chase Risk Management) o V.P. Controller of Chase Visa o From Start up to 2000 employees, directed the financial start- up of the Chase Visa Operation in Tempe, Arizona. o Started with eight employees: center built to over 2000 employees o Built multi-million dollar budget via integrated spreadsheets o Directed staff of four o Instituted data base fixed asset accounting to account for all new center assets. o Managed entire accounting function for center including collections, customer service, fraud o Completed in-depth analysis of telecom expenses and saving mechanisms. o Used Full-time equivalent and other cost accounting measures to both build and measure the budget and analyze variances. o Reported to CFO in New York, One Chase Plaza o Attended monthly controller meetings for Chase Manhattan Bank in New York City o Extensive Experience in Corporate Interest Rate Risk Modeling and Management Software at Chase Manhattan Bank- Cash and Risk Management Division- Business to Business Consulting, V.P. Western Region consulting for senior executives or lead decision-making teams. Conducted and developed educational seminars for interest rate risk along with marketing materials for events. Additional experience- CPA o Accounting and Consulting including public accounting- Arthur Andersen and Co., tax and audit o Controller for large title company

6 o Tax Manager for oil and gas join venture firm o Numerous high net worth clients including major corporate executives and wealthy entrepreneurs o Estate and tax planning o CFO for closely held major title company o Banking and financial planning experience including completing training and passing tests for series 7 and 66 licenses o Experience in financial planning and stock and bond analysis Computer Skills: o Proficient in Micro-Soft Office Products o Familiar with Blackboard, Angel, Moodle and LoudCloud online learning systems