DIANE B. BELGER, MBA, CPA dbelger@uccs.edu Q UALIFICATIONS S UMMARY Energetic, decisive leader with broad experience in Teaching, University / Nonprofit Administration and Financial Management. Engages with multiple constituencies, including students, faculty, staff, and business leaders to build a collaborative, creative force for successful change. E DUCATION & C REDENTIALS CPA (active license), STATE OF COLORADO MBA, emphasis in Finance, UNIVERSITY OF COLORADO BSBA, emphasis in Accounting (magna cum laude), UNIVERSITY OF COLORADO A CADEMIC E XPERIENCE Instructor; Lecturer Spring 2013 - Current UNIVERSITY OF COLORADO, COLORADO SPRINGS, Colorado Springs, CO Teach accounting courses; prepare and deliver lectures; organize classroom time; design exams and assigned grades. Adjunct Professor DRAKE UNIVERSITY, Des Moines, IA 2007 – 2008 Taught finance and accounting courses. Prepare and deliver lectures, design projects, prepare exams, and assign grades. Accounting Faculty PIKES PEAK COMMUNITY COLLEGE, Colorado Springs, CO 1997 – 1999 Faculty member responsible for teaching accounting and finance courses, including lecture preparation and delivery, design of projects and exams, and assigning grades. Responsible for all aspects of academic advising for assigned business degree students. • Taught accounting software course using Peachtree Accounting Software. • Developed entire set of PowerPoint slides for use in teaching televised introductory accounting course. • Conducted tutorial lab open to all accounting students needing assistance on a drop-in basis. Senior Instructor of Accounting UNIVERSITY OF COLORADO AT COLORADO SPRINGS, Colorado Springs, CO 1990 – 1997 Taught accounting and finance courses, from introductory through senior level. Planned course content, lectures, and projects; selected textbooks, prepared exams, and assigned grades. • Designed entire Accounting Information Systems course, from concept to delivery, and wrote several graded projects in Excel, Solomon Accounting software, and Internet research. Course has been highly successful and is still being used in its originally designed format. Director of Advising, College of Business and Administration UNIVERSITY OF COLORADO AT COLORADO SPRINGS, Colorado Springs, CO 1995 – 1996 Oversaw all aspects of graduate / undergraduate advising, including supervision of undergraduate advisor and student employees in Dean’s Office. Assisted MBA students with application, admission, and advising on course selection / major during enrollment in the program. Certified students for graduation when requirements were met. Presented prospective student applications to MBA admissions committee and made recommendations on acceptance or denial to program. Served as member of admission team for the undergraduate business program as well as a university-wide scholarship committee. DIANE B. BELGER, CPA PAGE TWO Director of Advising, College of Business and Administration University of Colorado at Colorado Springs, Colorado Springs, CO (continued) • Increased enrollment in MBA program by marketing to prospective students in one-on-one and small group meetings. • Led committee that successfully revised MBA degree requirements, ensuring the program continued to meet national accreditation requirements and faculty priorities. • Collaborated with team of faculty to develop a new, long-distance MBA program. Director of Advising, College of Business and Administration UNIVERSITY OF COLORADO AT COLORADO SPRINGS, Colorado Springs, CO Continued • Led the implementation of a customer service orientation program in the Dean’s office, resulting in a 95% decline in student complaints and improved relationships with both students and faculty. • Teamed with marketing consultant to design / produce first-ever professional marketing literature for MBA program. Assistant Professor of Accountancy COLORADO STATE UNIVERSITY, PUEBLO, Pueblo, CO 1987 – 1990 Tenure track faculty member responsible for teaching accounting and finance courses from introductory through senior level. Prepared course lectures and projects, selected textbooks, designed exams, and assigned grades. Responsible for academic advising of assigned accounting students. • Served as member of university-wide committees responsible for design of general education requirements for undergraduate students and accountability standards required by the state of Colorado for educational institutions. Math Aide COLORADO SPRINGS CHRISTIAN SCHOOL, Colorado Springs, CO 1992 – 1993 Taught math to small groups of first, second and third grade students needing additional help with math skills. P ROFESSIONAL E XPERIENCE Director of Finance and Administration, Secretary/Treasurer JAN 2010 – SEP 2011 CHURCH ON THE RANCH, Colorado Springs, Colorado • Responsible for initial set up of Church office including all financial and administrative processes, IT network, telephones, sales tax exempt vendor relationships, credit arrangements, risk management, and development of required forms and policies. Determined all office needs and obtained equipment, furniture and supplies to ensure office was properly equipped. • Oversight of all cash, banking, administrative, office operations, risk management and financial transactions. Prepared all financial information including Board reports and annual budget. Des Moines, Iowa; Colorado Springs, Colorado MAY 2008 – DEC 2010 Consulted and/or volunteered with several nonprofit organizations on financial, administrative, and training. CONSULTANT/ VOLUNTEER, • Director of Finance; Consultant MILITARY COMMUNITY YOUTH MINISTRIES, Colorado Springs, CO 2006 – 2007 Responsible for oversight of all finance and accounting functions, including leadership of 2 employees in the accounting department during a period of organizational transition. • Provided leadership, technical expertise, and encouragement to accounting staff during major project to correct errors in corporate accounting records and bring them up to date. • Provided expertise and direction to accounting staff during annual audit and preparation of Board reports. DIANE B. BELGER, CPA PAGE THREE Independent Contractor JULY - AUG 2007 ROBERT HALF MANAGEMENT RESOURCES, Des Moines, Iowa Short-term project for Federal Home Loan Bank testing SOX controls with Internal Audit Department. Director of Accounting; Payroll Manager FOCUS ON THE FAMILY, Colorado Springs, CO 2005 – 2006 Supervised 25 employees from the payroll and accounting departments; improved morale, mentored team members, and managed all accounting functions. • Spearheaded team to identify and correct material errors in accounting records and accounting software system, resolving significant issues and ensuring completion of the annual audit. • Established team and provided vision and leadership during start-up phase of project to evaluate corporatewide internal controls. Director of Finance; Director of Financial Services; Asst. Director of Financial Services ; Asst. Treasurer YOUNG LIFE, Colorado Springs, CO 1999 – 2005 Provided oversight and direction of entire finance function for $175 million non-profit organization using GAAP accounting; organization employed 3,100 personnel and operated in all 50 states and 54 countries. • Worked with leadership team to ensure goals and objectives were in alignment with strategic direction. • Led finance departments comprised of nearly 50 staff members at various professional and clerical levels, including multiple CPAs; built teams, improved morale, decreased turnover, and increased productivity and ability to meet strategic objectives. • Served as Assistant Corporate Treasurer and on President’s Cabinet. Assumed responsibilities of CFO in his absence, including decision-making and daily interaction with senior management. • Returned organization to sound financial position by working with CFO to manage cost overruns, increase revenue, and revise and implement needed financial policies. • Reduced external borrowing by more than $13 million in two years and increased operating profit from a loss of $1.5 million to a surplus of more than $5.8 million during the same two years. • Followed up on budget variances with responsible persons, resulting in a significant reduction in overspending in organizational cost centers. Established internal controls to preclude fraud, waste, and abuse. • Reorganized entire finance department to effectively utilize existing staff. Improved accuracy of monthly reports and reduced complaints from operational departments on efficiency. A DDITIONAL E XPERIENCE Assistant Internal Auditor WESTERN NATIONAL BANK, Colorado Springs, CO 1986 – 1987 Staff Accountant DELOITTE & TOUCHE, Colorado Springs, CO BKD, LLP., Colorado Springs, CO 1984 – 1986 1982 Honorable Discharge US NAVY 1974 – 1978 P ROFESSIONAL A FFILIATION & C OMMUNITY I NVOLVEMENT Current Affiliations & Community Leadership: Member AMERICAN INSTITUTE OF CPA’S COLORADO SOCIETY OF CPA’S Member, Finance Committee Woodmen Valley Chapel, Colorado Springs, Colorado Prior Affiliations& Community Leadership Volunteer, Team Lead - Fund Allocation Committee PIKES PEAK UNITED WAY, Colorado Springs, Colorado Member, Board of Directors FRANCOPHONE FELLOWSHIP, Colorado Springs, Colorado Member & Board of Directors COLORADO SOCIETY OF CPAS & INSTITUTE OF MANAGERIAL ACCOUNTANTS, Colorado Springs Chapters Secretary/Treasurer, Board of Directors CHURCH ON THE RANCH, Colorado Springs, Colorado President & Treasurer, Board of Directors RUTH WASHBURN COOPERATIVE PRESCHOOL, Colorado Springs, Colorado Returned small nonprofit organization to financial health. Directed project to revise outdated bylaws; identified problems, drafted new bylaws, held member meeting to discuss changes, and led the final vote. Assistant Varsity Cheerleading Coach COLORADO SPRINGS CHRISTIAN SCHOOL, Colorado Springs, Colorado Volunteer Leader, YOUNG LIFE Adult Committee, RAMPART RANGE YOUNG LIFE H ONORS AND AWARDS • Nominated for 2004 Executive of the Year, Pikes Peak Chapter, International Association of Administrative Professionals • Colorado Scholars Award, Merit scholarship • National Association of Accountants, Undergraduate Scholarship DIANE B. BELGER, CPA PAGE FOUR P ROFESSIONAL D EVELOPMENT COCPA Faculty Symposium, Colorado Society of CPA’s, June 13, 2014 Ethics for Accountants, webcast, October 28, 2013 Government Conference, Colorado Society of CPA’s, October 24, 2013 IRA & Individual Retirement Fed Tax Update 2012-2013, webcast, October 23, 2013 Accounting System Consulting for Small Businesses, University of Denver, June 21, 2006 Simple Steps for Improving Budgeting, CFO Magazine webcast, June 20, 2006 2006 Not-for-Profit Conference, Colorado Society of CPAs, May 30, 2006 2006 Colorado Legislative Review, Colorado Society of CPAs Colorado Springs Chapter lunch, May 17, 2006 Best Practices – Sarbanes Oxley, Capin Crouse Professional Development Breakfast, May 16, 2006 Variable Interest Entities FIN49T - Part I, Learn Live Technologies on-line, March 30, 2006 Non Profit Organizations: A Guide to Advanced Tax Planning, Colorado Society of CPA’s, November 8, 2005 Preparing for Year End and 2006, APA Luncheon, November 4, 2005 Internal Controls: Design & Documentation, Colorado Society of CPAs, October 19, 2005 Employee Performance through the Termination Process, APA Luncheon, October 13, 2005 Rocky Mountain CMA Conference, CMA, September 14, 2005 Accounting and Auditing Update for Accounting Professionals, University of Denver, June 13, 2005 Ethics for Accounting Professionals, University of Denver, June 13, 2005 Smart Risk Management, CPE Sponsors, June 7, 2005 2005 Not-for-Profit Conference, Colorado Society of CPAs, May 25, 2005 Current Topics of Interest, Capin Crouse, May 24, 2005 The Latest on Sarbanes-Oxley for Nonprofits, Beyond Compliance, May 18, 2005 SEP/Simple Retirement Plans, APA Luncheon, April 14, 2005 Colorado Minimum Wage Order, I.B.2, APA Luncheon, March 10, 2005 Accounting for Contributions – Understanding FASB Statements 116, 126, and the Audit Guide, Colorado Society of CPAs, December 14, 2004 Internal Controls, Colorado Society of CPAs, December 10, 2004 Governmental and Nonprofit Annual Update, Colorado Society of CPAs, November 30, 2004 Child Support Garnishments, APA Luncheon, October 14, 2004 Fraud in Not-for-Profit Organizations, Colorado Society of CPAs, September 29, 2004 Recent Developments Affecting NPO’s, Capin Crouse, September 28, 2004 Preparing for SOX, Colorado Society of CPAs, September 21, 2004 Controller to CFO: 11 Skills to Make the Trip, Colorado Society of CPAs, August 17, 2004 Health Savings Accounts, APA Luncheon, August 12, 2004 IRS Filing Plans for 2004, IOMA, April 27, 2004 Business Law Update, Colorado Society of CPAs, April 22, 2004 2004 Tax Bill Changes, APA Luncheon, March 11, 2004 Tax Refresher Course, Colorado Society of CPAs, December 18, 2003 Church Management & Tax Conference, Michael Chitwood Seminars, October 10, 2003 Not-for-Profit Conference, Colorado Society of CPAs, September 18, 2003 How to Reinvent Corporate Management Reporting, Colorado Society of CPAs, December 19, 2002 Current Developments in Accounting and Auditing, Colorado Society of CPAs, December 11, 2002 Looking for Fraud, Colorado Society of CPAs, December 3, 2002 Governmental and Non Profit Annual Update, Colorado Society of CPAs, Fall 2002 Not-for-Profit Conference, Colorado Society of CPAs, September 2002 Tapping the Leader Within, Colorado Society of CPAs, August 19, 2002 Responsible Investment Management for Non-Profit Organizations, Colorado Society of CPAs, October 1, 2001 Governmental and Non Profit Annual Update, Colorado Society of CPAs, Fall 2001 2000 Christian Management Association (CMA) School of Management, CMA, May 9-10, 2000 Vocational Credentialing Course, Pikes Peak Community College, Fall 1998 - Spring 1999