RESUME Gregory J.A. Hartzler Independant Business Owner 199 Hawkview Manor Circle N.W. Calgary, Alberta T3G 3A2 Tel: (403) 547-6417 Fax: (403) 547-6426 Cell: (403) 830-7621 E-mail: GJH@Hartzler-Ent.com HIGHLIGHTS OF QUALIFICATIONS Competent, reliable and committed professional, with a proven record of success in assuming increasing levels of responsibility. Conceptual talent for "seeing the big picture", prioritizing an organizational objective and setting goals and priorities to achieve it. Strength in management of special projects and creative program design. Skills in research, analysis and administrative problem solving. Capable of applying marketing theory to successful business development. Successful in identifying and developing Management Information Systems in order to accurately monitor and report portfolio activity, mix and diversification. Articulate and persuasive in written and verbal presentations. RELEVANT WORK EXPERIENCE ADMINISTRATION / MANAGEMENT Responsible for all financial aspects of a large church with a budget in excess of $1.5 million dollars. This includes reporting for charities and "fund" accounting. Management of a 55,000 square foot church facility with an extensive number of external bookings which operates seven days per week. Administered a G.I.C./Term Deposit portfolio averaging nine million dollars consisting of 67 clients and 25 financial institutions. Effectively carried out numerous responsibilities for all aspects of Third Party Group Insurance Administration of 902 lives consisting of 75 divisions, 2 Association Plans and 7 other clients. ADMINISTRATION / MANAGEMENT cont... Successfully performed liaison between clients and Life Insurance Companies; group policy interpretation and enforcement; premium collection and remittance. Under the direction of the President, successfully managed day to day operations of the Mortgage Banking unit in support of nine national branches. As Assistant Regional Manager, responsibilities included financial reporting, budgeting, branch internal audit, and service analysis along with co-ordination of training and development of employees. PROGRAM DEVELOPMENT / SPECIAL PROJECTS Designed and automated a church budgeting process which included over 60 different Agencies or departments. Designed and automated a church donor record process which included a direct download from the currently used accounting software package. Designed & implemented detailed Group Insurance Premium Remittance for submission of premium to Insurance companies which was capable of tracking net to gross rates (administration fee) as well as capable of tracking & analyzing commissions. Redesigned employee enrolment cards and employee change forms. Designed & implemented a detailed management and financial information system. MARKETING MANAGEMENT Developed valuable professional rapport with investor clients and set standards for Mortgage Marketing proposals; Mortgage Banking underwriting and detailed brochure preparation. OIL & GAS ACCOUNTING Complete set-up of client's bookkeeping and record keeping systems. Design of detailed tracking system for A.F.E.'s, Joint Venture Billing & lease operations. Accounts Payable & Receivable. Joint Venture Billing. PRODUCTION, REVENUE & ROYALTY ACCOUNTING Data base design and monitoring for Crown Royalty reconciliation. Client ID management for OAS.. Non-operated Joint Venture Billing reconciliation. EMPLOYMENT HISTORY 2000 - Present 1998 - 2000 1994 - 1998 1993 - 1994 1986 - 1993 1981 - 1985 HARTZLER ENTERPRISES - Contracted to: - THE GATHERING - N.A.R.C - BOW VALLEY ALLIANCE CHURCH - WESTSIDE KING'S CHURCH - CALGARY FREE METHODIST CHURCH - PEPPER PRODUCTIONS INC. - ERA AMERICA RESOURCE CORPORATION - FIVE STAR ENERGY LIMITED - BH OUTDOORS LTD. - ACHIEVEMENT VENTURES - DIHART PRODUCTIONS INC. BELANGER CONSTRUCTION INC. FOOTHILLS ALLIANCE CHURCH - Business Manager HARTZLER ENTERPRISES Subcontracted to: - RENCO ACCOUNTING SERVICES - Oil & Gas Accounting - WILLIAM J. RHIND & ASSOCIATES - Independent Deposit Services ROSS & ASSOCIATES CONSULTING - Administrator/Manager METROPOLITAN TRUST COMPANY - Manager, Mortgage Banking - Assistant Manager (Prairies) - Senior Mortgage Investment Officer - Assistant Mortgage Officer CRYSTAL GLASS CANADA LTD. - Credit Manager - Account Payable Clerk - Account Receivable Clerk EDUCATION/TRAINING Windows 3.1, 95, 98 & NT M.Y.O.B. Accounting Ver. 7.0 for Windows Lotus 123 for Windows Microsoft Excel for Windows Lotus AmiPro Word-Processing Microsoft Word 97 Lotus Approach Database Microsoft Access 97 Microsoft Outlook 98 Quicken Deluxe 6 for Windows Cantax 98 WordPerfect 5.1 F.A.S.T. (Group Insurance Administration) Various utility software Oil & Gas Accounting, Public Speaking, Negotiations, Sales, Real Estate Northern Alberta Institute of Technology (1985-87) - Two Year Accounting Diploma Program Mountain View Bible College (1980-81) Prairie High School, Three Hills, Alberta (1980) Active Commissioner for Oaths - Alberta CONTINUING EDUCATION Network Ministry Workshop Building Prevailing Churches Conference Strategic Planning to Build Prevailing Churches Visions & Values Conference Back to the Future: The Return of the Multi Sensory Church Growing Financially Healthy Churches M.Y.O.B. for Accounting Professionals Gas Production Accounting CAPPA Level 3 (OGPA-214) Intro. To Fixed Asset Control P.A.S.C. Oil Production Accounting CAPPA Level 2 (OGPA-212) Oil Patch - Introduction CAPPA Level 1 (OGPA-210) Plant Allocations Fundamentals Of Oil & Gas Production Accounting Goods and Services Tax General & Real Estate Effective Speaking for Business & Professional People (7279) Influencing Difficult People (7285) Major Account Sales Strategy (7081) Consumer Finance (XBUS 382) Credit Administration (XBUS 352) Conflict Management (7019) Real Estate Negotiation Power (3775) IBM PC - DOS Introduction to Disk Operations (XMCC02) Hospitality Industry Finance and Trends (7302) Introduction to Real Estate Appraising - 101 Psychology of Closing the Sale Successful Cold Call Selling Understanding Commercial Leases (3980) Professional Selling Skills The Art of Negotiating With Anyone (7073) PERSONAL Willow Creek Association Canada Willow Creek Association Canada May 6, 2000 May 5, 2000 Willow Creek Association Canada May 31, 1999 Willow Creek Association Canada The International Centre for Leadership Development & Evangelism The International Centre for Leadership Development & Evangelism Faculty of Continuing Education University of Calgary S.A.I.T Apr. 30, 1999 Mar. 9, 1999 Faculty of Continuing Education University of Calgary S.A.I.T Mar. 26, 1997 S.A.I.T May 3, 1996 BMP Energy Systems BMP Energy Systems Mar. 25, 1996 Mar. 28, 1996 Peat Marwick Thorne N.A.I.T. Faculty of Extension University of Alberta Nov. 08, 1990 Faculty of Extension University of Alberta Faculty of Extension University of Alberta Continuing Education N.A.I.T. Continuing Education N.A.I.T. Faculty of Extension University of Alberta Faculty of Extension University of Alberta Continuing Education N.A.I.T. Faculty of Extension University of Alberta Appraisal Institute of Canada Business Div. Outreach Grant MacEwan Comm. Coll. Business Div. Outreach Grant MacEwan Comm. Coll Faculty of Extension University of Alberta Faculty of Extension University of Alberta Faculty of Extension University of Alberta Apr. 24, 1990 DOB - April 11, 1962 Married, with four children Health - Excellent References - Available Upon Request Feb. 27, 1999 Nov. 24, 1998 May 9, 1997 Dec. 21, 1996 May 11, 1990 Mar. 09, 1990 Dec. 19, 1989 Dec. 19, 1989 Nov. 08, 1989 Mar. 04, 1989 Feb. 09, 1989 Jun. 17, 1988 Apr. 11, 1988 Nov. 25, 1987 Nov. 18, 1987 Nov. 07, 1987 Nov. 04, 1987 Oct. 20, 1987