“I had the pleasure of working with Derek during my tenure serving on the Board of Step Forward. Derek is an outstanding leader, and in particular possesses very strong financial acumen. His professionalism and attention to detail was exceptional in collaborating with myself and the other Board members.”
About
I am a financial leader and business executive with over 15 years of experience in…
Activity
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Understanding the right KPIs is crucial for any business aiming to optimize performance and drive growth. While both accounting and finance KPIs are…
Understanding the right KPIs is crucial for any business aiming to optimize performance and drive growth. While both accounting and finance KPIs are…
Liked by Derek Cluse (CPA)
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Thrilled to join the panel for the Unity in Cleveland event! 🎉 It's an honor to discuss the power of collaboration in education and how we can come…
Thrilled to join the panel for the Unity in Cleveland event! 🎉 It's an honor to discuss the power of collaboration in education and how we can come…
Liked by Derek Cluse (CPA)
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I don't usually talk about myself, but I wanted to share some great news. Many of you have played a prominent role in my personal and professional…
I don't usually talk about myself, but I wanted to share some great news. Many of you have played a prominent role in my personal and professional…
Liked by Derek Cluse (CPA)
Experience
Education
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Southern University and Agricultural and Mechanical College at Baton Rouge
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Activities and Societies: Alpha Phi Alpha Fraternity
Licenses & Certifications
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Certified Public Accountant
Ohio Society of CPA's
IssuedCredential ID 30443 -
Certified Administrator of School Finance and Operations
Association of School Business Managers International
Credential ID 403 -
Licensed School Business Manager
Ohio Department of Education
Credential ID 1175191 -
Licensed School Treasurer
Ohio Department of Education
Credential ID 1175192
Volunteer Experience
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Member Board of Directors
The Breadwinners Academy
- Present 8 months
Economic Empowerment
I serve on the board of directors for this not-for-profit organization whose mission is to equip individuals and families from low-income communities with the knowledge, skills, and confidence to achieve financial stability and independence. Through comprehensive financial literacy programs and resources, we aim to break the cycle of poverty and create a future where all community members have the tools to make informed financial decisions, build assets, and secure a brighter financial future.
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Member Board of Directors
Eaton Estate Homeowners Association
- Present 8 years 4 months
Governing Board for neighborhood consisting of 1,100 + homes.
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Member Board Of Directors
Ohio Association of School Business Officials
- 3 years 3 months
Education
Organization serving the needs of School Business Officials in Ohio.
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Member Board Of Directors
Ohio School Plan
- 2 years 9 months
Education
Insurance Risk Pool serving over 200 School Districts
Projects
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Coordinated Development of Strategic Plan
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Collaborated with the Chief Executive Officer, Board, and leadership team to build a new 3-year Strategic Plan. This effort included refining organizational goals, brainstorming and defining strategic initiatives and implementation plans, and defining key performance indicators.
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Led Successful Implementation of Purchasing and Payment System
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Assembled a team of subject matter experts and key stakeholders to select a solution (Paramount Workplace) for purchasing approval routing and integration to Sage Intacct ERP system. Served as executive sponsor and champion to obtain project funding, assign project manager, and remove barriers to success. Oversaw project progress, including training, configuration, and change management.
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Men's Elevation Conference
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I came up with the concept of creating a conference to bring together men from several walks of life to advocate growth in the areas of financial literacy, entrepreneurship, mental health, fatherhood & marriage, and civic engagement. This first-ever personal development conference presented by Step Forward attracted over 250 men to a full-day event. Executing this event involved collaboration with a cross-section of stakeholders to develop content, secure an appropriate venue, and solicit…
I came up with the concept of creating a conference to bring together men from several walks of life to advocate growth in the areas of financial literacy, entrepreneurship, mental health, fatherhood & marriage, and civic engagement. This first-ever personal development conference presented by Step Forward attracted over 250 men to a full-day event. Executing this event involved collaboration with a cross-section of stakeholders to develop content, secure an appropriate venue, and solicit sponsors, speakers, and volunteers. As a testament to its success, Step Forward has agreed to make this an annual event.
Other creators -
Implement Certify Travel and Expense Management System
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Identify and implement a solution to solve travel management problems and streamline expense management and reporting for Step Forward. I engaged with key stakeholders to understand the opportunity and researched possible solutions leveraging technology to address those concerns. Next, I wrote a Request for Information in collaboration with our Director of Support Services to flesh out the capabilities of the solution providers and rank them according to predetermined criteria. After selecting…
Identify and implement a solution to solve travel management problems and streamline expense management and reporting for Step Forward. I engaged with key stakeholders to understand the opportunity and researched possible solutions leveraging technology to address those concerns. Next, I wrote a Request for Information in collaboration with our Director of Support Services to flesh out the capabilities of the solution providers and rank them according to predetermined criteria. After selecting Certify as the solution, I assembled an implementation team and engaged with Certify to implement the solution. The solution is now the organization standard and has been rolled out throughout the organization for travel management and online expense management and reporting.
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Implement Sage Intacct ERP System
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I led an intra-organizational team to select and install a new ERP system at Step Forward to enhance our accounting, financial reporting, financial planning, purchasing, and bill payment processes. This work included selecting a solution and implementation partner through an RFP process, developing an implementation project plan in collaboration with the team and the implementation partner, managing the installation and configuration, helping to create and communicate the change management…
I led an intra-organizational team to select and install a new ERP system at Step Forward to enhance our accounting, financial reporting, financial planning, purchasing, and bill payment processes. This work included selecting a solution and implementation partner through an RFP process, developing an implementation project plan in collaboration with the team and the implementation partner, managing the installation and configuration, helping to create and communicate the change management plan, and overseeing the user testing and training.
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E-Commerce Website Implementation
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Managed successful implementation of comprehensive food service point-of-sale system and web based account pre-payment system coupled with a district wide fee payment system.
Other creators -
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Hudson Memorial Stadium
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Successfully managed construction of 6 million dollar Hudson Memorial Athletic Stadium.
Organizations
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Ohio Association of School Business Officials
Board Member -Northeast Ohio Director
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Ohio School Plan
Board of Directors
Recommendations received
16 people have recommended Derek
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🌟 Exciting Partnership Announcement! 🌟 We are thrilled to announce that Humana Healthy Horizons in Ohio is joining us as a proud sponsor for the…
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Excited to be a part of this exciting board of advisors of #ITThoughtLeadership
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Did you know that August is National Black Business Month? Attention! Attention! Tickets are now available for our Rising Together: The Black…
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