| Yeager and Associates, LLC |
2005-Present |
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Founder: Assist foundations in transforming their business practices to bring them into alignment with strategic goals. |
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Assess strategic goals in light of an evaluation of current operations capacity, historical trends, financial health, management priorities and staff readiness.. |
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Determine key gaps in capacity and formulate business objectives address them. Facilitate foundation prioritization of business needs and prepare action plans. |
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Provide services in implementation planning, project management and technical execution for foundations in bringing new systems and procedures online.. |
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Clients include: Services have been provided to over fifteen foundations, from small rural foundations (under $25 million) all the way to foundations with over $1 billion in assets. For a sample of clients and their stories, see Clients. |
| Community Foundations of America/ GivingNet Inc (consultant) |
2003-2007 |
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Project Manager: Manage multi-year, multi million dollar program to redefine and upgrade the technology infrastructure in use by Community Foundations nation-wide. Coordinate & resource multiple committees, Develop Business Analysis and Requirements documents, Manage RFI/ RFP processes, Manage Development timelines, scope and deliverables.
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- The "Technology Steering Committee" (TSC) was formed by the Leadership Team of the Council on Foundations (http://www.cof.org/) to redefine and upgrade the technology infrastructure in use by Community Foundations nation-wide. The TSC raised $4.3 million in the form of a funding syndicate to fund this program.
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Projects include Seamless Processing (interface of fund accounting to investment custodians), CRM (from donor development to grant processing), API (establishment of application interconnectivity), Web Presence (template driven CMS), Accountability (program impact management) and Next Generation (accounting platform development). |
| Omnisys & Consultant, Louisville, KY |
2001-2003 |
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Project Manager: Managed client relationships, Conducted JAD sessions, Developed Business Analysis and Technical Requirements documents, Managed Project timelines and scope. Developed proposals, RFP responses, and performed pre-sales support. Clients included |
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Samtec, Inc, manufacturer of electronic interconnects, led Quotes project within a legacy conversion initiative, specifying new screens, multilingual and notification capabilities. |
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First National Kentucky Corp, provider of ACH payment processing services, managed re-design and integration of multiple legacy systems into a transaction based scalable engine. |
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Ambrake, manufacturer of automobile components, and U.S. Army Corp of Engineers, supervised replacement/ upgrade of critical PC/ PLC industrial controller. |
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Organization Formation: Defined business model for startups, Conceived core version 1 system design, Managed & implemented project, Coordinated with marketing teams. Clients included |
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MusicGames, a web based music product |
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Family Notification Network, an emergency response notification service |
| Presbyterian Church (USA) Foundation |
1984 - 2001 |
Vice President, Information Systems (1994-2001)
Director, I S (1991-1993) |
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Manager, Information Systems (1988-1990)
Asst Manager, I S (1984-1987) |
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Organizational Development: : |
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Managed ten fold increase in transaction volume by defining standards and deploying process improvements with no net staff increase, and improved quality and controls. |
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Created trust accounting infrastructure and account architecture to enable launch of historic nationally chartered trust company: conducted RFP selection process, negotiated licensing, modified and deployed SunGard Series 7 Trust Accounting System within a six month timeline. |
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Improved service levels for investment clients by supervised outsourcing and conversion of $700 million of assets across 17,000 accounts into proprietary mutual funds, using First Data ISG as transfer agent and State Street Bank as custodian within a three month timeline (April-June, `99). |
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Evolved a paper centric organization with turn around measured in weeks to an organization achieved same day gift and trust processing using technology tools of email, document management, FileNet imaging, process standardization and data base driven contract generation. |
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General Management: : |
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Architect and designer of internal control systems processing $160 million in gift receipts, resulting in consolidated and improved tracking, and substantial cash sweep revenue generation. |
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As head of the IT department, participated in enterprise wide budget priority setting and negotiation. |
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Conceived, developed and obtained Board approval for Capital Budgeting system that encouraged multi-year resource commitments. |
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Participated in Human Resources planning and Hayes point factoring committee for position analysis. |
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Actively participated in committee developing corporate Policy Manual. Developed IT policies and procedures for BIS audit by the Office of the Comptroller & Currency (OCC) and Securities and Exchange Commission (SEC) |
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Negotiated, executed and supervised $500,000 of contracts annually for services and hardware. |
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Through customizations to the Lawson ERP (1992), used ACH direct deposit (through PNC Bank depository), to eliminate printing & control over 5,000 quarterly checks and improve timing and reliability of service to aging client population. |
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Strategic Planning: : |
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Co-authored Foundation wide five year strategic plan |
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Convened and guided Systems Steering Committee, which provided cross departmental priority setting for IT resources. |
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Initiated & engineered gift compliance system for restricted endowments, PRECIS, resulting in national publication of a list of unused and therefore available endowment funds.
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Provided staff support to Finance & Audit committee of the Board of Trustees. Represented Foundation to National Church in joint task forces. |
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Charged with all Year 2000 planning, system assessment, testing, remediation and certification. This process was in compliance with O.C.C. trust banking guidance. |
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Program Management: : |
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CRM: Deployed customized nation-wide customer relationship management (CRM) system named Rapport, (Lotus Domino-based, 2000). Defined, designed and supervised development of enhancements allowing for single click access to daily mutual fund values and other back end legacy data. System reduced field support calls to call center by 40%, and filled “know your customer†NASD requirements for investment advisors. |
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Automation: Using JAD and other design techniques, defined, designed, developed and deployed process automation solution governing processing of 90% of all transactions across multiple trust instruments. Solution featured data base generated agreements for permanent endowments, investment management accounts and gift annuities. (1989, 1994, 1997) |
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FASB Compliance: Engineered solution to reporting requirements announced by the Financial Accounting Standards Board (FASB ) for Not for Profits, (Standards 116/ 117). The solution included notification to 2,000 separate beneficiaries of the present value of their interest in over 5,000 separate charitable trusts, established by the life expectancy of all living trust beneficiaries and according to the charitable payout split instructions of each trust, and whether the amount would be permanently restricted as to use or available for general use. |
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Client and Vendor Relationships: : |
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Participated in donor presentations and gift development for $2+ million in gifts. Represented CEO to partner agencies and served as emissary to Church in Puerto Rico on opening of new field office. |
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To bridge the gap between home and field offices, designed and deployed web based reporting system for access to client and account data by field staff and call center users (1997). |
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Cultivated and formalized or otherwise played a leading role in strategic partnerships with critical vendors. Used as “success story†by Information Builders, Netron, SunGard, Wachovia and others. |
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Lorain County Regional Planning Commission, Elyria, OH
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1978-1982
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Planner: Designed and implemented extensive survey research and social service planning and demand simulation; designed a framework for economic development; media liaison (e.g. Elyria Chronicle Telegram) |
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