Revised:  04/22/2008

This certified public accounting firm is licensed by the State of Texas. It focuses on providing technical knowledge about Oracle applications, but from a functional and project management perspective.

Industry Organizations

• American Institute of Certified Public Accountants

• Project Management Institute

• South Central Oracle Users Group

• Dallas Oracle Users Group

• National Speakers Association

Founder's Biography

Certifications

Experience

• Project Management

• Technical Infrastructure Management

• Personnel and Departmental Management

Industry Experience

Education

Other Accomplishments & Publications

CERTIFICATIONS

• Certified Public Accountant (CPA)

• Certified Project Management Professional (PMP)

• Certified Supply Chain Management

EXPERIENCE

• Over 30 years of information technology and accounting experience.

• Over 15 years of Oracle applications experience.

Project Management

• Implemented enterprise resource planning (ERP), customer resource management (CRM), and manufacturing software packages by Oracle Corporation. Also, managed the implementation of PeopleSoft’s HR package.

• Worked directly with CEO’s, COO’s, CFO’s, and other key executives to implement strategic, cost-effective solutions using either existing or new technology and/or re-engineering existing processes.

• Determined the return on investment (ROI) on projects and managed their budgets.

• Conducted technical and functional facilitated sessions for business and technical process re-engineering. This resulted in solutions, which followed “best practices”, GAAP, GASB, and GAAS.

• Merged functional requirements and technology by improving cross-divisional communications.

• Developed and managed the TemporaryCIO.com website, which was mentioned in The Dallas Business Journal in 1999.

• Earned a MS in accounting and became a CPA to better understand corporate objectives and processes from the non-technical perspective and to build better business cases for IT projects.

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Technical Infrastructure Management

• Evaluated, selected, and implemented high availability client/server and web-based technical infrastructures with clustering capabilities to prevent system failures.

• Developed enterprise wide data backup strategies for desktops, laptops, and servers.

• Developed technology disaster/recovery plan. This included implementing a hot site to assure business continuity in the event that the corporate data center was destroyed.

• Developed a business continuity plan that helped assure that the basic business functions would continue to operate if the corporate headquarters were destroyed.

• Negotiated and monitored hardware, software, training, hosting, and consulting contracts and their related service level agreements.

• Managed projects involving wireless, web-based, and scanning technologies.

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Personnel and Departmental Management

• The types of IT personnel and related departments that were managed included programmers, project leaders and managers, DBA's, technical trainers, system administrators, network administrators, help desk support, and directors. 

• Interviewed, hired, evaluated, and terminated IT personnel.

• Implemented retention programs to reduce and prevent unwanted staff turnover and related costs.

• Wrote job descriptions and worked with HR to conduct salary compensation studies.

• Developed and implemented training programs based on employee evaluations.

• Developed and implemented IT policies and procedures, such as network and application security, naming conventions, backup strategies, anti-virus policies, Internet access, and project management methodologies.

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INDUSTRY EXPERIENCE

Big 5 CPA Firm

Hi-Tech

• International Semiconductor Manufacturer

• International DSL Manufacturer

• Superconducting Super Collider Laboratory

Food & Hospitality

• Snack Food Maker

• Fast Food Restaurant

• International Hotel Chain

Government

• International Airport

• Federal Reserve Bank

• Regional Justice Information Service

• City of Saint Louis

 Education

• Dallas County Community College District

• Texas Christian University

 Manufacturing

• National Pet Supply Manufacturer

Publishing

• United Advertising Publications

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EDUCATION  

 Collegiate Classes Taught

• Project Management

• Individual Income Taxes

• Corporate, Partnership, Estate, and Trust Income Taxes

• Business Organization

• Accounting Information Systems

• Intermediate Accounting III

• CASE Tool Systems Design & Development Techniques

• Introduction to Business Programming

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OTHER ACCOMPLISHMENTS

• Received awards from previous employers for information technology leadership and/or support.

• Published over twenty (20) articles in professional information technology publications, including Computerworld, Datamation, Quality Data Processing, and Systems Development Journal.

• Spoke at various national information technology and accounting conferences.

• Lectured at numerous colleges and universities around the nation about IT trends and accounting.

• Wrote The S.M.A.R.T. (Systems, Management, Accounting, and Related Technologies) Degree (1989).  It received excellent reviews in many publications, including The Dallas Morning News.

• Completed over ninety, 26.2-mile marathons, including winning age group and weight division trophies since 1982.

• Featured in numerous magazines and newspapers and interviewed for podcasts, radio programs, and television stations about business and athletic accomplishments.