Caty Bulgrin

Experience

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  Milwaukee Center For Independence

  Jan 2005 - Sept 2006

  Rehabilitation Counselor, Vocational Evalutator
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  Curative Care Network

  Sept 2006 - Feb 2014

  Director - Adult Day Services & Residential Services
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  IndependenceFirst

  Sept 2013 - Jun 2020

  Board Member - Secretary
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  Wisconsin Philanthropy Network (formerly Donors Forum of Wisconsin)

  Feb 2014 - Nov 2019

  Director of Operations and Research

  Respond to member research inquiries; develop and maintain a thorough knowledge of DFW membership and its diverse constituencies; manage the Salesforce Customer Relationship Management (CRM) software system; publish the annual Wisconsin Giving Report; oversee specialized research per member requests, and identify philanthropic trends in the region, state and nation. Operational responsibilities include ensuring the successful achievement of quality business objectives by identifying and solving member issues and service requirements; identifying project requirements by interviewing members, analyzing operations, determining project scope, and documenting results; assisting in managing the DFW website, ensuring publications, reports and data analyses are included in the available content to maximize member accessibility Show less

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  HEAR Wisconsin, Inc

  Nov 2019 - Jul 2022

  Director of Operations

  As the Director, Caty was responsible for the development of HEAR Wisconsin’s financial managementstrategy and contributed to the development of the organization’s short and long-term goals. In addition, Caty implemented a comprehensive and results-oriented strategic plan that includes traditional and innovative opportunities for growth.As Director, Caty:• Provided effective and inspiring leadership by being actively involved in all programs and services.• Provided recommendations and sets financial priorities toward increased funding diversity, sustainablerevenue sources and strategic growth.• Oversaw Human Resources operations: ensure the integrity and compliance of all HR related systemsand processes including payroll.• Analyzed monthly financial information and adjusted operational budgets to promote profitability andexecutes growth initiatives.• Lead all financial matters and serve as primary contact for HEAR Wisconsin’s accountant.• Negotiated with external vendors to maximize savings and efficacy of services provided.• Maintained organizational website and social media presence including email blasts, Facebook andLinkedIn.• Developed and implemented a system for tracking and reporting on the progress of the strategic plan key performance indicators to include operational and financial dashboard.• Prepared and submitted an annual operational budget, managed effectively within this budget, and report accurately on progress made and challenges encountered.• Ensured the continued financial viability of HEAR Wisconsin’s operational units through sound fiscalmanagement.• Maintained continuous lines of communication, keeping the President and CEO informed of all criticalissues. Show less

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  Journey21

  Aug 2022 - now

  Director Of Operations

  Ensures daily operations are consistent with the overall mission and strategy to provide a safe, supportive, and enriching living/learning environment for adults with intellectual or developmental disabilities. Responsible for financial oversight of the annual budget, audit, and financial statements. Carries out human resource management.