2016 – present The Third Sector Company
Affiliate – Interim Leadership Services
- Provide "interim" Executive Leadership for nonprofits experiencing an unexpected change in leadership, needing an internal assessment or executing a focused improvement plan prior to hiring their
next Executive.
- Provide "interim" Financial Management support for nonprofits experiencing a sudden vacancy or needing a short-term intense retooling of their financial management systems and controls prior to
hiring their next CFO.
2006 – present The Oertel Group: Maximizing Nonprofit Performance
Senior Vice President
- Provide training and technical assistance to nonprofit organizations, governmental entities and individuals so as to improve their functioning and maximize their performance. Services
include strategic planning, tactical/implementation planning. executive mentoring, CFO coaching, special projects, strategy development for larger nonprofit organizations, financial management,
organizational assessment, change management and strategic alliances.
- Teach nonprofit management and financial management courses for the Center for Nonprofit Manangement and the Ventura County Community Foudation Resource Center
2009 – present California State University, Northridge CA
Adjunct Professor
- Provide instruction in Nonprofit Management Courses as a part of the Masters in Public Administration and the Nonprofit Certificate Programs.
2012 – 2015 Crane Country Day School, Santa Barbara CA
Director of Finance and Operations
- Provide oversight and leadership for financial, human resource, tuition assistance, facility management, risk management and operations at a K-8 Independent School with 50+ employees, located on
an 11 acre campus and 250+ students.
2009 – 2012 Advancement Project, Los Angeles CA
Director of Finance and Administration (part-time)
- Provide oversight and leadership for financial, human resource and operations in a national civil rights and social justice organization with 50 employees and offices, Washington DC, Sacramento
and Los Angeles.
2006 – 2012 Community Commission for Ventura County
Executive Director (contract with County of Ventura)
- Provide Executive leadership to the Community Commission, a 36 member Commission authorized by the Ventura County Board of Supervisors developed to represent and include a broad coalition of
health, education, human and community service networks across Ventura County including cities, schools, public agencies, nonprofit and community based organizations, the private sector, parents and
parent organizations. Members included elected City Council members, School Board Trustees, County Department Heads, Board of Superviors and community leaders.
- Publish annual report card “Growing Up in Ventura County: Trends and Issues facing Children and Families”.
- Facilitate the Technical Advisory Body for 2-1-1 Ventura, First 5 Ventura and the National Children’s Study – Ventura Study Center.
- Facilitate the Inter-Agency Council to End Homelessness in Ventura County.
2009 – present United States Soccer Federation CA
Soccer Match Official
- Officiate Special Olympics World Cup Matches 2015
- Officiate for sanctioned United States Soccer Federation matches
- Officiate for sanctioned United States Power Soccer Association matches
- Certified by Southern Califorinia Soccer Officials Assocition for High School matches
- Certified by American Youth Soccer Organization as “Advanced” level Referee
2000- 2013 CAN Insurance Services
Board Member
- Provided leadership and policy development for this wholly owned subsidiary of the California Association of Nonprofits. CAN’s mission is to provide affordable insurance services to
California nonprofit organizations.
1999- 2013 First 5 - Ventura County Children and Family First Commission
Past-Chairperson of Commission
- Provide leadership and policy development for funds allocated via Proposition 10 (Tobacco Tax) for early childhood development efforts in Ventura County
1998- 2004, 2009-12 California Association of Nonprofits
Past President of the Board
- Provided leadership and policy development for this statewide membership organization of almost 2,000 nonprofits. CAN’s mission is to strengthen and expand the professionalism, governance,
influence and effectiveness of California nonprofit organizations.
1983- 2006 Interface Children Family Services Camarillo, Ca
President and CEO
- Provide Executive leadership for Interface Children Family Services of Ventura County, a non-profit community agency with over 179 employees, 900 volunteers, 125 contract professionals and an
almost $9 million dollar budget serving over 183,000 people last year. Reports directly the 25-person Board of Directors with an 8-member Agency Advisory Council, 7-member President’s Council,
15-member Child Abuse & Neglect Advisory Council and a 15-member Women’s Advocacy Council.
- Directly responsible for the supervision of the Chief Financial Officer, Chief Program Officer, Director of Charitable Giving and Secretary of the Board who collectively maintain day to day
management of Community Development, Fiscal/Personnel/Administrative Services and the six Service Divisions of the agency which include Mental Health, Domestic Violence, Youth Development, 2-1-1
Ventura, Child Abuse and the Interface Institute.
- Served as the principal consultant and trainer. providing Technical Assistance and Training to the 120+ Battered Women’s Shelters throughout California via contract with the Department of Health
Services-MCH/DVS for nine years. Lead trainer for administrative topics: Finance, Human Resources, Technology and Management.
- Recent achievements include:
- Bringing 2-1-1 to Ventura County on February 11, 2005. The first 2-1-1 service to go live in California. The program has subsequently become a Regional 2-1-1 Center serving Santa
Barbara, Orange, Riverside and Santa Clara Counties.
- Facilitating the rehabilitation of the Oak View Elementary School into the Oak View Park and Resource Center.
- Awarded the Work Life Family Friendly Employer award for last three years.
- Author of the White Paper entitled “Beyond the Rhetoric of Public Private Partnership” which has been accepted for publication by the California D.S.S. – OCAP.
Associate Executive Director
- duties included overall administrative responsibility for quality control, supervision, fiscal management including annual budget and annual plan preparation, facility management, sub-contractor
monitoring, Advisory Board liaison, contract negotiation and compliance, grant and proposal preparation, management of the agency computer system, public relations and general team management.
2005-2006 Ventura County Tobacco Settlement Evaluation and Oversight Committee
Charitable Organization Committee Member
- Provide oversight and advice regarding the 5-Year Strategic Tobacco Settlement Allocation Plan in accordance with Ordinance 4218.
2004-2006 California Partnership to End Domestic Violence
Board of Directors
- Provide leadership and policy development in support of the CPEDV Board and consistent with the memebership priorities focused on addressing the needs of battered women and their children in
California.
1993- 2006 Children’s Coordination Council for Ventura County
Past Chairperson of Children’s Coordinating Council
- Provided leadership and policy development for activities and priorities of children and family service organizations throughout Ventura County. The Commission is made up of leaders and
elected officials representing the four quadrants of the Community, County, Cities and School Boards.
1992-1994 Board of Directors United Way of Ventura County
President of the Agency Executive Directors Council
- Provided leadership and support to 62 United Ways funded agencies in Ventura County. Monitored United Way Board actions and policy decisions regarding agency goals and community
priorities. Helped design the categorical funding and allocation plan.
1984-1989 Board of Directors California Child Youth and Family Coalition
Secretary/Treasurer and Chairman of the Finance and Fund Development Committee.
- Responsible for the Annual Fund Development Campaign, monitoring of the fiscal procedures and operations, and development of the annual budget ($400K). The Board of Directors is annually elected
by a membership of 278 California non-profit agencies and local coalitions.
1984-1989 Cadre of Consultants – California Youth Authority
Technical Consultant
- Participated as a technical consultant in the area of non-profit agency management and computerization.
1981-1983 Board of Directors National Network For Youth
Region IX Representative to the national office (NNRYS) and the Vice Chairman of the Board.
- The Board of Directors is elected by a membership of over 246 social service agencies in California, Arizona, Nevada, and Hawaii to advocate on behalf of the needs of children and families.
1981-2006 Radding and
Watson
Management Consultant
Provided technical assistance and training for Sutter Lakeside, The Long-Term Care Ombudsmen Program, Jewish Elderhome of Ventura County, Rape and
Sexual Abuse Center, Redwood Region Youth Service Bureau, Western States Youth Service Network, Chinatown Youth Services, United Jewish Appeal, Center for Positive Prevention, Jewish Preschool of
Fresno, San Diego Youth and Community Services, California Association of Youth Services Bureaus, Delta Xray and numerous professional firms.
1979-1983 San Diego Youth & Community Services
Family Care Resource Center (FCRC) Program Director
- FCRC was a division of SDYCS that provided long-term foster placement of “High Risk” adolescents as part of a research and demonstration project. Responsible for the overall management of 7
full time counselors, 138 foster parents and 250 adolescents in placement. Developed a fee for service component for out-of-home placement. Responsibilities included public relations,
direct staff supervision, coordination with community agencies, training evaluation, fiscal management of $300,000, quality control and cooperative administrative management of the agency.
1974 - 1979 Sacred Heart Home
Unit Supervisor
- Supervised two residential units at Sacred Heart Home - a 68 bed residential treatment facility for behaviorally disturbed children ages 6-18. Supervised the overall functioning of 10 staff
and 23 adolescents in residential facility.
1985 - NATIONAL UNIVERSITY
- Business Administration (MBA )
1979 - ADAMS STATE COLLEGE
- Community Psychology graduate course work
1975 - UNIVERSITY OF SOUTHERN COLORADO
1974 - SOUTHERN COLORADO STATE COLLEGE
Education and experience
- Experience in direct supervision, training, organizational administration, public relations, grant writing, fundraising, contract negotiation and compliance, personnel management, crisis
intervention, computer systems, public speaking, marketing, and problem solving.
Demonstration of the ability to motivate, lead and produce
- Through effective interactions and interventions with staff, contractors, and clientele. No contract or grant under my supervision has ever been terminated due to noncompliance or
experienced an audit exception/cost disallowance. Employment has always lead to increased responsibility and to higher level management positions.
Extensive experience with the requirements for Federal, State, and County contracts, grants, proposals and community fund raising.
- Contracts and funding sources have included: Health and Human Services-Youth Development Bureau, California Department of Health, Ventura County Public Health, California Youth Authority, Office
of Child Abuse Prevention, Ventura County Mental Health, Ventura County Corrections Services Agency, Ventura County Public Social Services Agency, Ventura County CAO, FEMA, HUD, CDBG, CDC, Office of
Criminal Justice Planning, Office of Child Abuse Prevention, United Way, local foundations and other public and private organizations.
Computer Skills and Knowledge
- Extensive experience with Windows-based Computer Systems, Microsoft Office, MicroRim Products, Web Publishing Software, WordPerfect Products, Adobe Publishing Products, and misc accounting
packages.
- Independent Value Added Reseller (VAR) for MicroRim and Applications Developer for R:Base System V Database. Developed, produced and distributed two software applications for specialized markets
- “The Psychotherapy Practice Manager” for Licensed Professional Psychotherapists, and “The YSB Client Tracking Research Statistics Database” for the 16 California Youth Service Bureau Projects and
California Youth Authority.
Community Responsibility
- Appointed by the Ventura County Board of Supervisors as a Policy Academy Team Member for Ventura County - 1994/95
- Co-authored the 1994 Community Profile of Health and Human Services in Ventura County.
- Appointed by the Ventura County Board of Supervisors to the Mandates Review Committee (Vice-Chair) - 1995/96
- Appointed by the Ventura County Board of Supervisors to the Private Industry Council (oversees local JTPA activities) - 1996/99
- Appointed by the Ventura County Board of Supervisors to the First Five – Children and Family First Commission – 1999 – Served as Chair for 2 years
- Appointed to the American Humanics Board for Oxnard College - 1998
- Wrote a weekly column for the five editions of the Ventura County Star Newspaper on health and human service issues, questions and resource information.
- Committee member of the Task Force for Welfare Reform in Ventura County Project PRIDE – Chair of Welfare to Work Committee.
- Chair and previous Co-Chair of the Ventura County Children’s Coordinating Council - 1993/99
- Appointed to the Multi-Agency Juvenile Justice Coordinating Council - 1996/97
- Appointed to the State Department of Health Services Data and Evaluation Committee 1995/99
- Ex Officio member of the State Domestic Violence Advisory Group 1995/99
- Appointed to the State Department of Social Services (OCAP) Prevention Council 98/99
- Appointed by the Ventura County Board of Supervisors to The Workforce Investment Board – 1996/2002
- Taught a 12 day intensive Institute for Organizational Health focusing on nonprofit management for the California Department of Health Services. 1998/2003
- Recognized by the Ventura Downtown Rotary and awarded the Paul Harris Fellowship for excellence in Community Service and citizenship.
- Recognized by Temple Beth Torah with the “Gesher” Award 2003
- Elected to the Tri-County Anti-Defamation League Board of Advisors 2004
- Appointed to the Santa Paula Police, Bureau of Justice Advisory Board - 2004
- Appointed by the Ventura County Board of Supervisors to the Tobacco Settlement Evaluation and Allocation Oversight/Advisory Committee 2005
- Elected to the California Partnership to End Domestic Violence Board of Directors – 2005
- Elected to Ventura County Civic Alliance – 2005
References, copies of awards and letters of commendation are available upon request