Agenda - 09-15-20; 11-a - Appointments to the Cardinal Innovations Community Advisory Council

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Page 2 of 2 rev. 20190926 University’s Planned Giving trusts and related assets. Reconciled trust and beneficiary accounts. Served as liaison with Development and Accounting Services. Published monthly and quarterly performance reports. Maintained portfolio compliance. Acting Business Manager. Duties included financial reporting, budgeting and forecasting; payroll; employee benefits and other HR responsibilities; coordinating annual audit; facilities management; invoices; payables; and web cash and trade order approval for the Investment Fund. 4/97 - 5/03Chapel Hill-Carrboro City Schools Substitute Teacher. 8/97 - 7/99Chapel Hill TEACCH – UNC-CH Workshop Coordinator. 1988 - 10/92The Childbirth Education Association of Baltimore Certified Childbirth Educator. Also served as treasurer with payroll duties for two years. 9/83 - 8/85 Fidelity and Guaranty Life Insurance Company Baltimore, MD Senior Pension Analyst. Admi nistered approximately 145 pension plans for 14 branch offices. Processed annual reviews, new business, tax forms, terminations and death claims. Supervised customer billing. Trained staff for new IRA Dept. 11/82 - 8/83The Stuart Hack Company Baltimore, MD Pension Plan Asst. Administrator. 8/80 - 6/82Joint Committee for Control of Lexington High School Lexington, VA Mathematics Teacher. Education (for demographic purposes. No formal education required to participate): Master's Degree I am passionate about or have knowledge of (please check ALL that apply): Housing, Education, Maternal/child health, Children/youth services, Transitional age youth, Community/public health, Medical services, Early learning, Local government, Public policy/advocacy, Community needs assessment, Mental health services, Wellness promotion/prevention, Senior services, Disability services, Health equity/disparities, Law enforcement/corrections, Traditional health workers, Immigration/refugee communities, LGBTQI communities, Communities of color Passionate about: Other, if applicable: What do you feel qualifies you for the Community Advisory Council (CAC)? See my answers above on why I want to serve which includes my qualifications. I also bring the perspective as an Army brat of the needs of veterans and their children as well. My 84 year old father put in 20 years and receives benefits. I do think having lived in other states, such as Hawaii, Utah, California, Maryland and Hawaii adds to appreciation for looking for models and examples outside of NC as well. Here's my education history: EDUCATIONTHE UNIVERSITY OF NORTH CAROLINA Chapel Hill, NC KENAN -FLAGLER BUSINESS SCHOOL May 2004 Master of Accounting – Specialization in Taxation GPA 3.7 THE UNIVERSITY OF VIRGINIA Charlottesville, VA BA with Distinction in Mathematics, May 1980 Honors: Echols Scholar, Intermediate Honors and Alpha Phi Omega Service Fraternity, Theta Chapter Service Key MCLEAN HIGH SCHOOL McLean, VA Valedictorian June 1976 If you have printed this application, please send to: King Jones Cardinal Innovations Healthcare 550 South Caldwell Street, Suite 1500 Charlotte, NC 28202 4