Management Accounting

DEIDRE A. LIEDEL, JD, CPA

**** **** **. ******, **** 43615

419-***-**** ********@*****.***

CERTIFIED PUBLIC ACCOUNTANT AND ATTORNEY

For-Profit, Not-For-Profit and Government Expertise

Experienced professional with expertise and aptitude for assisting for-profit, not-for-profit, and government entities

address short-term, long-term and strategic accounting, operational and planning matters, including regulatory,

budgetary, legal, structural and contractual issues that affect short-term revenues and long-term viability and delivery

of service and/or product.

Knowledgeable Certified Public Accountant familiar with accounting practices including GAAP, fund

accounting, payroll, accounts receivable/payable, and capital transactions.

Combines expert analytical, organizational, managerial, and negotiation skills to evaluate, analyze, and

implement strategic business decisions and plans, including addressing fiscal concerns, personnel

restructuring, entity and key employee affiliation issues.

Excels at public speaking in order to communicate mission, goals, actions and limitations of entity and/or

resources.

Proficient at working with diverse groups of stakeholders and objectives, able to identify and capitalize on

similarities and common goals to structure solutions to issues and concerns of community groups and/or

internal working groups.

Comfortable with state, local and federal tax planning, compliance, and audit issues.

Experienced public servant well-versed in the challenges and requirements of the intricacies of dealing with

public officials and constituents while maintaining ethical standards and compliance with applicable open

records requirements.

CORE COMPETENCIES

Team Building and Leadership Fiscal Budgeting and Oversight Resource Management

Long-Term Planning Business Process Improvement Multi-level Project Management

Conflict Resolution Detail Oriented Able to Multi-task

Regulatory Compliance Crisis Management Communicate Effectively

PROFESSIONAL ACCOMPLISHMENTS

Successfully managed government services and budget to improve financial position of community while

maintaining quality services including being awarded AA+ Standards & Poor Bond Rating, limiting spending

increases to the rate of inflation without cutting services; and successfully reducing levy request by 60% by

planning, needs assessment, and communicating with constituents.

Transitioned government division from a combined QuickBooks/manual system to centrally-managed SAP ERP

system, including implementing new departmental procedures and processes to provide up-to-date information

and reports.

Researched and recommended staff scheduling and time keeping system; process included designing

department-specific features, data conversion from paper-based system to real-time, staff and supervisor training

and troubleshooting.

Expanded retail marketing by developing a strategic and aggressive multiple-platform online retail presence

while maintaining the high standard of service and unique expertise provided by knowledgeable staff.

Worked with industry experts to implement appropriate policies and procedures to bring company into federal

and state regulatory compliance.

Developed and implemented policies and procedures for efficient and smooth operation of public services and its

support functions to ensure legal compliance, public accountability, and governmental transparency, including

adhering to open records and meetings laws, election processes, labor relations, and other aspects of publicly-

financed entities.

Effectively negotiated on behalf of client in transactions involving large, multi-national companies including

McDonald's, Walgreens, and Wal-Mart.

DEIDRE A. LIEDEL, JD, CPA PAGE 2 OF 3

PROFESSIONAL EXPERIENCE

Accounting and Finance

Develop and monitor an $8 million general fund budget and manage balances and activities of 17 different court -

fee funded trust funds totaling approximately $5 million, including spending and revenue projections,

monitoring expenditures, and prepare reporting for several state and federal grants as well as respond to request

for information from city council.

Proficient with fund accounting practices, including working with department managers to prepare multi-fund

government budget including monthly monitoring and oversight to ensure budgetary compliance of all

departments.

Familiar with basic tenants of investment management of resources for maximum leverage of assets.

Monitored preparation, execution, and review of annual budgets, including implementation of sound accounting

practices, monthly review and approval of financial reports, and discussion and implementation of cost -saving

policies.

Knowledgeable with various software programs including Sage/Peachtree, Quicken, QuickBooks, Microsoft

Office, ARS, and Right Stuff; familiar with SAP ERP and PeopleSoft (Payroll). Experienced with reviewing,

selecting, installation, implementation and conversion of software programs and data.

Government and Management

Directly supervised a staff of 20 employees and collaboratively managed a unionized staff of 160 employees,

maintaining a good working environment while adhering to standards and ethics appropriate for work

environment.

Maintained productive relationships with administrative and department personnel, including five employee

unions. Areas of oversight included contract negotiation, employee grievances, annual reviews, and employee

benefits, while working in an atmosphere of efficiency and effectiveness.

Conducted oversight of support, administrative and supervisory staff, including employee reviews, discipline,

and compensation; hiring and termination decisions including strategic reduction of work force; and familia r

with legal aspects of collective bargaining units.

Collaborated with a diverse group of stakeholders to develop consensus for direction and focus of current and

future township services and governance, maintaining quality government services in a competent manner.

Engaged representative on various community/industry boards and agencies so as to communicate and give input

on local, regional, and state issues affecting residents and businesses in the community.

Improved departmental performance through strategic marketing, increased training and a focus on customer

service.

Leadership Activities and Initiatives

Provide additional insight and feedback to the Court Administrator regarding administrative matters invol ving

the Court’s budget and payroll/benefits, as well as occasional assistance with vendors, the City of Toledo, and

internal departmental needs and issues.

Regular contact with internal and external parties to provide information, business resources, and feedback in

order to support and advance the operation and mission of the Court.

Negotiation and Transaction Management

Steered complex transactions to successful conclusions, including real estate transactions, mergers and

acquisitions, complicated estate and succession planning, and tax disputes with state, local and federal agencies.

Conducted real estate transactions such as drafting, reviewing, negotiating, and enforcing contracts, including

leases, ground leases, land contracts, and purchase agreements from both sides of transaction through initial

proposal to post-closing issues. Familiar with zoning law compliance and amendment.

Tax and Contract Structuring

Directly responsible for local, state and federal tax compliance of for-profit and not-for-profit organizations as

well as reporting and compliance for state and federal grants.

Guided for-profit and not-for-profit entities, regarding federal, state, and local tax issues including income, sales,

and corporate activity tax planning, compliance, and audit.

Provided tax and legal advice in planning, negotiation, document preparation, and compliance for entities on

business activities, including contractual arrangements with internal and external third parties.

Advised individuals and families on estate planning, succession planning, charitable planning, estate and trust

administration, and contractual relationships.

DEIDRE A. LIEDEL, JD, CPA PAGE 3 OF 3

PROFESSIONAL EXPERIENCE (CONT’D)

Business and Strategic Planning

Worked with closely-held companies on strategic and tactical issues to meet entity's needs in business and real

estate, including analyzing and considering non-business concerns such as income taxation, inheritance/gift

taxes, and succession planning issues for owners and key executives.

Formulated necessary requirements for corporate mergers and acquisitions; tax compliance, planning and audit;

assistance with and planning for the formation, reorganization, and liquidation of business entities; and various

planning needs of the owners and key executives.

Developed, implemented and expanded new programs to meet growing demands of consumers.

Acquainted with planning and implementation phases of capital projects, including financial planning, land

acquisition, RFP process, bidding, and construction oversight.

Public Speaking and Teaching

Experienced with in-person and on-line teaching methods including BlackBoard, BlackBaud, and McGraw-Hill

Connect at the college level.

Competent public speaker for planned engagements as well as impromptu responses.

BAR ADMISSIONS, CERTIFICATIONS, AND PROFESSIONAL DESIGNATIONS

Bar Admission: Ohio Certified Public Accountant, Ohio Chartered Global Management Accountant

EDUCATION

University of Toledo College of Law, Toledo, OH Juris Doctor, magna cum laude, 1998

Class Rank: 9 of 137

Honors: Merit Scholar; Dean’s List; Order of the Coif; and College of Law Outstanding Graduate, 1998

Activities: Symposium Editor and Member, University of Toledo Law Review; President, The Federalist Society

University of Toledo College of Business Administration, Toledo, OH

Bachelor of Business Administration, summa cum laude, Valedictorian, 1994

Honors: College of Business Administration’s Outstanding Student Award, 1994

Activities: Vice President, Beta Alpha Psi, Professional Honorary Accounting Fraternity, 1993–1994

WORK HISTORY

Cleland’s Outdoor World, Swanton, Ohio Manager, 2010–Present

Adjunct Professor/Instructor, 2011–Present

Adrian College, Adrian, Michigan

Administrative Business Officer, 2010–2012

Toledo Municipal Court, Toledo, Ohio

Owner, 2008–2010

Self-Employed, Sylvania, Ohio

Township Trustee, 2006–2009

Sylvania Township, Sylvania, Ohio

Attorney/Partner, 2002–2008

LaValley, LaValley, Todak & Schaefer Co., L.P.A., Sylvania, Ohio

Attorney/Associate, 1998–2001

LaValley, LaValley, Todak & Schaefer Co., L.P.A., Sylvania, Ohio

Law Clerk, 1996–1997

Stockwell & Cooperman, Toledo, Ohio

Federal Bankruptcy Court, Toledo, Ohio Legal Intern to Judge Speer, 1996

Accountant/Bookkeeper, 1995–1998

Self-employed, Holland, Ohio

Staff Accountant, 1994–1995

William Vaughan Co., Maumee, Ohio

PROFESSIONAL AFFILIATIONS AND COMMUNITY INVOLVEMENT

American Institute of Certified Public Accountants; Ohio Accountancy Board; Lial School, Board of Directors/Chair,

Finance Committee; JoAnn Davidson Ohio Leadership Institute, 2008; Toledo 20 Under 40 recipient, 2007; Toledo

Chamber of Commerce Leadership Academy, 2006;; Sylvania Public Schools Finance Task Force, Member; Volunteer

Coach, CYO Sports; Boy Scouts of America, Volunteer; Former Activities: Lucas County Improvement Corporation,

Director; Lucas County EMS Board; Lucas County Tax Incentive Review Board; Toledo Community Foundation,

Professional Advisor Council; Federalist Society/Stranahan National Issues Forum, Advisor; Women’s Entrepreneurial

Network, Member; Adams Conservation Club. Lecturer to the legal and business community

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