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Carmaletta Morlock-Zandi in conjunction with Michael Zandi developed the business plan for an organization that would not take it's name until Carmaletta's father, Hal Gregg Morlock was diagnosed with terminal cancer and passed away July 30,2002.
 
Carmaletta comes from the Business Department of Williamsville's North High School, where she served for two and a half years.  Throughout her career, Carmaletta has worked tirelessly to help families in need. 
 
Carmaletta brings valuable skills and leadership qualities to TMF that will ultimately maximize the impact of this powerful network and further strengthen its capacity to anticipate and respond to the needds of vulnerable children and families. 
 
Carmaletta states her most valuable experiences she brings to the foundation are as a mother to a child with heart disease, to her step children and foster children. 
 
Work History:
2002-Present    President and CEO of The Morlock Foundation
2001-2003         Business Department at Williamsville School District
1999-2001         National Sales Director at Summit Marketing
1996-1999         National Service Director
                            Accounting and Credit Manager
                            Project Manager at Sun Optics
1994-1996         Office Manager at Sunbeam Bread
1992-1994         Bookkeeper at Ellicottville Inn
1988-1994         Data Entry at Stroehmann Bakeries
1987-1989         Bookkeeper at Tobacco Valley Inn
1987-1988         Outpatient Billing at Rockville General Hospital
 
Distinguished Honors and Awards:
2008 Who's Who of Executive, Professional and Entrepreneurial
2000 Who's Who of American Professionals
1986 Whos Who of American High School Students
1986 ECS Most Valuable Female Athlete
1986 American Legion Honoree
1986 ECS Most Valuable Senior in Band, Marching Band & Color Guard
1985 Girl State Honoree
 
2009 Training:
 
2008 Training:
Tools for Non-Profit Marketing: Web 2.0
(August 13, 2008-Webinar)
 
  • What are ethical standards and how they may improve your board functioning
  • How to establish and implement Codes of Conduct
  • The relationship between standards and your bylaws
  • Managing difficult ethical conduct on the board
  •  
    Topics Covered: (July 11, 2008-Rochester, NY)
    • Creating a development plan
    • Organizing a fud development committee
    • Fundraising strategoes fpr success
    • Staff and board roles in fund development
    • The regulatory enviroment
    The Independent Audit: A Critial Tool for Governance                                  Topics covered: (July 11, 2008-Rochester, NY)
    • The audit process
    • The steps in selecting a Certified Public Accountant
    • The types and meanings of auditor "opinions"
    • Key information contained in the audited financial statements
    • The management letter
    Duties and Responsibilities of Nonprofit Boards                         
    Topics covered: (March 2008- Buffalo, NY)
    • Policy and monitoring functions
    • Accountability
    • Effectively balancing responsible board oversight with staff roles
    • Effective committee structure
    • Board development
    • Strategic planning
    The Boards Role in Working with Staff Leadership                                        Topics covered: (October 17, 2008-Buffalo, NY)
    • Job descriptions of key staff
    • Board-staff leadership differentiation
    • Collaborative information-sharing and problem-solving methods
    • Evaluation methods & tools
    • Succession Planning

    Recruting, Developing and Retaining a Motivated Board of Directors. Topics covered: (July 25, 2008-Buffalo, NY)
    • The importance of ongoing board development
    • Board diversity
    • Elements and approaches to board assessment
    • Recruitment, nominating and retention strategies
    • Materials for an orientation manual 

    Strategic Planning: Setting the Course for a Successful Future                         Topics covered: (April 2008)
    • Elements of a strategic planning process
    • Roles of board and committee members, staff, consumers, funders and donors
    • Building mission, vision and values statements
    • Identifying "result areas" and strategies
    • Key components of the plan document
    • Planning as accountability-evaluating progress toward strategic goals
    • Strategic goals and their relation to board, committee and staffing structure

    Nonprofit Accounting Basics for Board Members                                            (July 2008)

    • Accounting system components
    • Cash and accrual accounting
    • Fund accounting and handling restricted funds
    • Selecting and working with your auditor
    • Financial reporting to the board
    • Assessing financial viability
    • Disclosure requirements
    • The IRS Form 990, CHAR 500 (Annual Report for Charitable Organizations) & CFR (Consolidated Fiscal Report)

    Nonprofit Goverance-BoardSource (Sept 3, 2008)

    Mobilizing Change-BoardSource (Sept 4, 2008)

     

    TESTING:

    Your Skills after testing -Carmaletta Kaye Zandi Skills Profile                     

    The skills you have listed, with your ratings of your ability

       Active Learning

    Higher than Average

       Active Listening

    Higher than Average

       Complex Problem Solving

    Higher than Average

       Coordination

    Higher than Average

       Critical Thinking

    Higher than Average

       Equipment Maintenance

    Higher than Average

       Equipment Selection

    Higher than Average

       Installation

    Higher than Average

       Instructing

    Higher than Average

       Judgment and Decision Making

    Higher than Average

       Learning Strategies

    Higher than Average

       Management of Financial Resources

    Higher than Average

       Management of Material Resources

    Higher than Average

       Management of Personnel Resources

    Higher than Average

       Mathematics

    Higher than Average

       Monitoring

    Higher than Average

       Operation Monitoring

    Higher than Average

       Operation and Control

    Higher than Average

       Operations Analysis

    Higher than Average

       Persuasion

    Higher than Average

       Programming

    Higher than Average

       Quality Control Analysis

    Higher than Average

       Repairing

    Higher than Average

       Science

    Higher than Average

       Service Orientation

    Higher than Average

       Social Perceptiveness

    Higher than Average

       Speaking

    Higher than Average

       Systems Analysis

    Higher than Average

       Systems Evaluation

    Higher than Average

       Technology Design

    Higher than Average

       Time Management

    Higher than Average

       Troubleshooting

    Higher than Average

       Writing

    Higher than Average

       Reading Comprehension

    Average

     

     

    Desktop computer skills

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    Word Processing

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