Lisa Waslis, CAP

Current

• IMD Associate at Neuberger Berman

Past

• Sr. Supervisor, Training at Panasonic Automotive Systems
• Owner at BRS Atlanta (Self-employed)
• Temporary Office Manager at Peachtree City Tourism Association

• Business Results Specialist at Brown, Nelms & Company
• Director, Finance & Administration at McRae Communications
• Administrative Assistant at Atlanta Gas Light
• IT Finance Assistant at AGL Resources

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Education

• Almeda University
• Eastern Michigan University

Recommended

16 people have recommended Lisa

Connections

247 connections

Industry

Investment Management

Websites

• My Company

Lisa Waslis, CAP’s Summary

Successful business operations professional with a diverse background in training, office management, accounting, and leadership coaching. A dedicated individual with a proven record of accomplishment in the areas of:

• Training and Development
• Finance & Accounting
• Leadership
• Auditing
• Policy and Procedures
• Research

Certifications:
Certified Administrative Professional (CAP)
Franklin Covey Instructor for Project Management and Leadership; Great Leaders, Great Teams, Great Results
Certified Small Business Consultant - front office to back end supply chain
Certified A.H.A. Adult/Infant CPR and Basic Life Support/First Aid
Georgia Licensed Notary Public

Currently working to attain the following certifications by June 2010:
• Senior Professional in Human Resources (SPHR) through SHRM
• Certifed Associate in Project Management (CAPM) through PMI

Software Expertise:
• Adobe - Acrobat, Captiva
• Microsoft - Access, Excel, Outlook, PowerPoint, Publisher, SharePoint, Word, Visio
• Miscellaneous - Cognos, Kenexa, Oracle databases, Peachtree Accounting, PeopleSoft, Quickbooks, Rosetta Stone SMS, Training Manager Pro

Lisa Waslis, CAP’s Specialties:

Training (needs assessments; instructional design, development & delivery; e-learning; career succession planning; facility design; LMS; course/curriculum evaluations; budget development/management; course scheduling/logistics; cross-cultural training)

Office Management (operations; project management; human resources; finance & accounting; audit compliance; tech support; facility design; database design & administration; purchasing; event coordination; corporate philanthropy)

Lisa Waslis, CAP’s Experience

• IMD Associate

  Neuberger Berman

  (Public Company; Financial Services industry)

  August 2008 — Present (1 year 4 months)

  Provide Administrative support for three (3) Vice Presidents
  • Maintain Siebel database by updating and reviewing contact and branch information
  • Contact clients to set-up branch visits and/or individual FA meetings
  • Obtain approval documentation for VP's as needed
  • Process all expense reports
  • Create documentation to ensure continuity in processes
  • Create client presentations and folders

• Sr. Supervisor, Training

  Panasonic Automotive Systems

  (Public Company; 10,001 or more employees; Automotive industry)

  June 2004 — June 2008 (4 years 1 month)

  Manage/direct training and development initiatives within the Panasonic Automotive Systems Company. Responsible for the design and development of presentations, facilitator guides, trainee handbooks and certification programs. Delivered instructor-led operations, software, professional and leadership programs to over 1,200 employees. Designed/produced online training allowing learning via the intranet. Evaluated pre-designed courses for content, effectiveness and training methods. Identified employee training needs in all areas and created plans to deliver training. Negotiated vendor contracts to provide training services, sites, software and materials. Created/monitored budgets and spending to ensure accurate distribution and reclass entries. Built and maintained project plans to ensure company and department timelines were communicated and met as appropriate. Tracked department assets including equipment and software licenses.

• Owner

  BRS Atlanta (Self-employed)

  (Self-Employed; Myself Only; Management Consulting industry)

  July 1993 — December 2005 (12 years 6 months)

  Business consultant to small business and privately owned growth enterprise companies. Worked with business owners to analyze current operations, from front of house to back end inventory, and determine best approach to meet their needs.
  
  Clientele incuded: construction companies, private land developer, repossession company, restaurants, accounting firms and real estate agents.

• Temporary Office Manager

  Peachtree City Tourism Association

  (Government Agency; 11-50 employees; Events Services industry)

  2004 — 2004 (less than a year)

  Developed promotions through press releases and press conferences, radio interviews, print media, etc. using demographics and sales trends to assist with patterning and building future relationships; consulted with board members, employees and patrons to determine their needs and priorities; managed concert and event production from first contact with agent to performer finish; negotiated and implemented performer, vendor and rental contracts; administered and improved current sponsorship program while maintaining current sponsor relationships; developed targeted customer surveys
  • Conducted focus groups and developed promotional products to be distributed to guests and employees
  • Developed policies and procedures regarding operations and overall management of assigned areas

• Business Results Specialist

  Brown, Nelms & Company

  (Management Consulting industry)

  2002 — 2003 (1 year )

  • Met with potential client companies to detail our services & retain them as customers
  • Liaison between client companies & insurance companies to resolve disputes
  • Developed, trained & managed all administrative & relational aspects of internal & client business development to ensure the most effective and efficient operations
  • Consulted with clients to determine their needs & priorities and advised clients on human resource laws & employee relations matters when necessary
  • Researched available websites, associations & media for impacts to each industry such as legal trends, common policies & potential positive & negative impacts
  • Researched, selected & implemented software & systems to improve performance & operations
  • Developed policies & procedures regarding operations & overall management of assigned areas
  • Worked with client company specific auditors to ensure compliance to regulations & review different audit programs to ensure department process adherence

• Director, Finance & Administration

  McRae Communications

  (Privately Held; 11-50 employees; Marketing and Advertising industry)

  April 1997 — June 2002 (5 years 3 months)

  • Developed business and marketing plans; maintained company financials for >$5 million company
  • Created and monitored company budget and spending to ensure accurate distribution and reclass entries
  • Created monthly forecast reports to present Accountant; worked with Accountant regarding financial management and forecasting
  • Worked with company auditors to ensure compliance to regulations and review different audit programs to ensure department process adherence
  • Processed new hires into the company including all appropriate paperwork, reporting and training
  • Developed policies and procedures regarding operations and overall management of assigned areas
  • Developed, administered and processed company medical insurance, flexible spending and 401k plans
  • Performed first level in-house technical support on all office equipment, including computers

• Administrative Assistant

  Atlanta Gas Light

  (Public Company; 1001-5000 employees; Utilities industry)

  1995 — 1997 (2 years )

• IT Finance Assistant

  AGL Resources

  (Public Company; 1001-5000 employees; ATG; Utilities industry)

  May 1994 — April 1997 (3 years )

  • Created high level project budget requests for IT department
  • Created and processed check requests and monitored spending based on activity based costing
  • Assisted with analyzing contracts and monitoring contractor spending
  • Member of the electronic document storage project to determine capability and applicability within AGL
  • Developed policies and procedures regarding operations and overall management of assigned areas
  • Performed first level in-house technical support on all office equipment, including computers

Lisa Waslis, CAP’s Education

• Almeda University

  B.S. , Business Administration , 2002 — 2005

• Eastern Michigan University

  Music Performance & Education 1987 — 1988

  Activities and Societies:

  University choir

Additional Information

Lisa Waslis, CAP’s Websites:

• My Company

Lisa Waslis, CAP’s Interests:

Small business consulting, training, office management, research, digital photography, newsletter design, reading novels, singing with my band, horseback riding with my daughter

Lisa Waslis, CAP’s Groups:

ASTD - American Society of Training & Development
IAAP - International Association of Administrative Professionals
IAC - International Association of Coaches
Franklin Covey - Certified in Project Managment & Leadership
RanOne - Small Business Consulting

•    eOffice
•    Learning, Education and Training Professionals Group
•    Forté Foundation
•    Project Management Link - www.pmlink.org
•    SHRM Networking Group
•    Workplace Learning and Performance Forum
•    Microsoft Excel Users
•    Outstanding Professionals Employment Network
•    ASTD National
•    BlackBerry User Group
•    Training Time - Over 1000 Training and HR Professionals
•    Women For Hire
•    UGA FOOTBALL FANS
•    Bizmanualz Policies Procedures Network
•    Training Professionals
•    IAAP - International Association of Administrative Professionals
•    International Association of Administrative Professionals (IAAP)
•    The Official Toastmasters International Members Group
•    Women Intelligently Networking (WIN!)
•    Atlanta Jobseekers
•    Admin Pros
•    American Society of Administrative Professionals - ASAP
•    Working Moms. Virtual. Flexible. Part-Time. Full-Time.
•    Women in Photography
•    Need A Speaker / Be A Speaker
•    JobSeekers of Peachtree City, GA USA
•    Finance Club

Lisa Waslis, CAP’s Honors:

Certificate of Appreciation - Global Public Relations Support for Panasonic Automotive Systems, Japan - 2005
Jimmy Dean Country Music Showdown (Atlanta winner) - 1998
Certificate of Appreciation - International Olympiad Commitee - Volunteering for 2 months in the Comm Centers for the 1996 Atlanta Summer Olympics

Lisa Waslis, CAP’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch