Manager Real Estate

David McGrady, CFP

r, CPA

Eastern Illinois University

Lumpkin Hall 4026

Charleston, IL61920

217-***-****

*********@***.*******://castle.eiu.edu/~dmcgrady

EXPERIENCE:

**** ** *******: Eastern Illinois University Charleston, Illinois

Instructor

Program Director, Financial Planning concentration for the Finance major in the Lumpkin

School of Business at Eastern Illinois University

Courses taught include Retirement and Estate Planning, Fundamentals of Financial and Tax

Planning, Business Financial Management, Financial and Managerial Accounting and Computer

Concepts and Applications for Business.

2012 EIU Students Distinguished Faculty Award

2010 and 2009 Special Recognition of Teaching Excellence Award

1987 to present: Larsson, Woodyard & Henson Casey, Illinois

CPA

Review of computer-based processing of Federal income tax returns for individuals with

emphasis on agricultural and oil and gas taxation and planning recommendations.

2005 to present: McGrady ConsultingConsultant

Valuation/calculation engagements for litigation support services in Coles, Douglas,

Edgar, Clark, Effingham, Crawford, Cumberland, Richland and Marion counties in Illinois.

Calculation of value of marital interests in defined benefit plans

Valuation of business interests

1979 to 1985: Price Waterhouse Fort Worth, Texas and Chicago, IL

Tax Manager

Managed over 30 clients including Pier 1 and a team of five staff members

Financial planning specialist for the Fort Worth office

One year assignment on International tax team in Chicago working with clients including

Amoco and Kraft.

EDUCATION:

1978 to 1979: University of Texas Arlington, Texas

M.B.A.

Completed course work and thesis in one year.

Excerpt of thesis published in Real Estate Review, Winter 1979.

Passed all four parts of C.P.A. exam in first sitting, May 1979.

Taught Financial Accounting courses.

1974 to 1978: Franklin College Franklin, Indiana

B.A.

Cady Business award

Degrees in Accounting and Business Administration

PROFESSIONAL MEMBERSHIPS:

Board of Directors, 2005- present, Financial Planning Association of Illinois

Board of Directors, 2005-2008, Big Brothers Big Sisters of Mid-Illinois

American Institute of Certified Public Accountants and Financial Planning Association

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