REPRESENTING (ARCH)DIOCESE OF: Diocese of Dallas
POSITION TITLE: CFO
NUMBER OF YEARS IN CURRENT POSITION: 7
NUMBER OF DFMC CONFERENCES ATTENDED: 6
BRIEF DESCRIPTION OF DUTIES AND ACCOMPLISHMENTS: I oversee financial operations for the Diocese and its related entities, which includes 77
parishes, 29 schools, 2 seminaries, and multiple cemeteries. My responsibilities include management of a staff of 25 and the following departments: Pastoral Center Accounting & Finance, Risk Management / Contracts, Property & Casualty Insurance & Claims, Purchasing, Shared Accounting Services, the IT function and the St. Raphael Retreat Center (Conference Center). I also current serve on the Board of John Paul II High School and the Endowment
Boards of Bishop Lynch and Bishop Dunne High Schools. I am also privileged to currently serve as the leader of our regional fiscal managers group - Diocesan Fiscal Managers of Region Ten (DFMRT).
Key Accomplishments:
• Led the effort to separately incorporate all parishes and properties of the Diocese, resulting in risk mitigation
• Implemented first HRIS and updated centralized payroll processing software for all entities of the Diocese
• Improved reporting and efficiencies for Pastoral Center through implementation of new accounting system and ACH debit for Pastoral Center invoices.
• Led the Diocese through COVID-19 pandemic, garnering $35M in first and second round PPP loans, to sustain continued operations of parishes and
schools
• Grew shared accounting services function to 36 entities, resulting in month-end close efficiencies and improved financial reporting
• Conducted RFPs for Diocesan property and casualty insurance coverage, electricity, HRIS / payroll system and external audits
• Revitalized Diocesan Business Managers network to improve effectiveness as a practical and learning community.
BRIEFLY DESCRIBE YOUR BACKGROUND PRIOR TO WORKING FOR THE (ARCH)DIOCESE: I earned my CPA designation and began my career in
public accounting with KPMG and then moved on to work in accounting and finance for a number of organizations including Neiman Marcus (8 years), VHA, Inc. (a cooperative of not-for-profit hospitals – 10 years) and The Art Institute of Dallas (4 years). I then worked as the National Director of Reporting for the American Heart Association (3 years) just prior to joining the Diocese.
ANY PERSONAL INFORMATION: I have been married for 22 years to my wonderful husband, Calvin. We have two daughters, Maddie and Sophia.
Maddie is a sophomore at the University of Notre Dame (Go Irish!). Sophia is a Junior at Ursuline Academy – an all-girl Catholic High School in Dallas.
For the next two years, I will be serving as the Ursuline Academy Foundation Board Chair. This is especially exciting for the current school year – as the
Academy is celebrating the 150th Anniversary of its founding in 2024.
EDUCATION, CERTIFICATIONS,. ETC: CPA – since 1989; Master’s of Business Administration – 2000
PARISH/CHURCH AFFILIATIONS: My family and I currently attend St. Rita Catholic Parish in Dallas, Texas – where I have served in Children’s Ministry and am currently serving as a Eucharistic Minister.