
Lori Wilhite
Secretary to the Director of Resourse Management

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About me
Advisor Assistant, First Command Financial Services
Education

University of Maryland University College
-Bachelor's Degree Communication Studies GPA 3.906Activities and Societies: Magna Cum Laude, Alpha Sigma Lambda Honor Society, National Society for Leadership and Development Concentration in Organizational and Interpersonal Communication

University of Maryland University College
-Associate of Arts (A.A.) Management Studies
Experience

98th Area Support Group
Jan 1993 - Jan 1996Secretary to the Director of Resourse ManagementProduce documentation with proper format and content. Review and edit proper format and content of all documentation originating from different directorates. Direct customer inquiries and concerns to appropriate staff. Coordinate meetings and conferences with participants from various locations. Maintain suspense files and track status of tasks. Process confidential information. Coordinate the Director’s schedule. Maintain a Secret level security clearance.

Madigan Medical Center Auxiliary (non-profit organization)
Jun 1998 - Jun 1999Volunteer Coordinator, Health Services Auxiliary Heart PillowCardiac Pillow Committee Chairman, Basket Auction Assistant, Operation Santa VolunteerDocument volunteer hours and report to required agencies for 5-15 volunteers in multiple disciplines. Develop, review, revise, and improve job descriptions, standard operating procedures, and goals. Recruit volunteers. Schedule and track training to comply with health and safety requirements. Conduct planning meetings. Set timelines and provide oversight to ensure completion of tasks. Determine budget requirements. Collect and purchase supplies in accordance with budgetary plan. Recipient of the Constructing Corporate Culture Change award, 1999. Show less

William Beaumont Medical Center
Jul 1999 - Jun 2001Treasurer, Family Readiness GroupTreasurer, Fundraising Assistant, Fall Festival Assistant CoordinatorKeep accurate records of all FRG informal fund income, expenditures and funds on hand following Army Regulations. Execute the budget in accordance with the mission and ethics of the FRG organization. Make deposits, write checks and reconcile monthly bank statement; keep and file all receipts. Prepare monthly reports on informal fund financial status for the CEO/Commander. Review, revise, and improve Treasurer job description and standard operating procedures. Present financial reports at FRG meetings. Prepare and submit annual report to FRG Leader for submission to the CEO/Commander. Show less

Army Community Service
Apr 2003 - Jun 2016Instructor, Army Family Team BuildingPart-time independent volunteer instructor. Develop lesson plans based on standardized course material. Assemble necessary classroom materials prior to scheduled presentation. Instruct Level I, II and III classes. Instruct select Instructor Training modules. Mentor and coach new instructors. Exercise individual presentation style while maintaining course material integrity. Incorporated student feedback from evaluation forms. Spokesperson for the program. Attend quarterly Team Meetings. Participate in pre-training meetings. Maintain personal records to include documentation of volunteer hours, Awards and training certificates, and copy same to the Volunteer Coordinator. Assist in recruitment of volunteers through contact with Family members. Recipient of the President’s Volunteer Service Award, 2010. Show less

Heielberg MEDDAC
Jun 2003 - Jun 2006Leader, Family Readiness GroupSupport the CEO/Commander’s family readiness goals. Provide overall leadership of the FRG in accordance with Army regulations. Schedule, plan, and conduct company Family Readiness Group meetings. Review, revise, and improve all job descriptions, standard operating procedures, and goals. Delegate FRG responsibilities to select volunteers. Promote participation in FRG activities and accomplishment of FRG objectives. Identify needs or unique problems of families. Provide oversight and monitoring of FRG budget. Serve as a member of the mid-level steering committee. Coordinate administrative and logistical support with Family Readiness Support Assistant. Liaison between the FRG organization and the CEO/Commander to communicate family members’ concerns and ideas. Ensure timely information dissemination. Report to CEO/Commander with summary of the FRG self-generated funds earnings and distribution. Ensure the FRG adheres to all Army regulations and policies regarding fundraising, account balances, and expenditures. Recipient of the Dr. Mary E. Walker award for exemplary volunteerism, 2005. Show less

121st Combat Support Hospital Family Readiness Group
Jun 2006 - Jun 2008Advisor, Family Readiness GroupSupport the CEO’s/Commander’s family readiness goals. Advisor to CEO/Commander on FRG matters. Mentor, coach and provide solid leadership to all volunteers. Oversee all FRG operations to monitor timeliness, progress of planning and execution of the Commander's goals. Adhere to the strictest standards of confidentiality at all times. Ensure all FRG volunteers receive training specific to areas of responsibilities. Facilitate volunteer and committee meetings, encourage attendance. Gather and disseminate information. Advise FRG organizations of varying size and complexity. Assist with budget preparation. Liaison between unit-level FRGs and Regional Headquarters. Review, revise, and improve all FRG job descriptions and standard operating procedures. Coordinate administrative and logistical support with Family Readiness Support Assistant. Senior Member FRG steering committee. Steering committee chair in the absence of the CEO/Commander. Determine key steering committee volunteer personnel and delegate duties and job descriptions. Inform the CEO/Commander of significant problems that arise. Submit issues of well-being through the Army Family Action Plan to Department of the Army. Ensure FRG adheres to governing policies, regulations, operations security and to the Privacy Act of 1974. Show less

Irwin Army Community Hospital
Jun 2008 - Jun 2010Advisor, Family Readiness GroupAdvise the Family Readiness Group regarding all aspects of operations, procedures, and inspection requirements. Subject matter expert for policy, procedures, protocol, and regulatory compliance for military events and functions. Ad Hoc committee member. Advise and mentor Family Readiness Group leadership ensuring regulatory compliance and inspection readiness. Represent the unit at military and civilian community partner events. Review process and procedures for all informal funds and private organization funds to ensure proper allocation and records compliance with applicable Army and IRS regulations. Installation Volunteer Advisory Council member. Advisor for subordinate private organizations. Recipient of the Commander’s Award for Public Service, 2010. Member Area Volunteer Coordinator Council. Show less

Historical and Archeological Society of Fort Riley (non-profit organization)
May 2009 - May 2010TreasurerCo-Chair annual budget development meeting and mid-year budget review. Execute a budget in excess of $25,000. Distribute funds in accordance with the mission and ethics of the governing board. Maintain accurate oversight for budget line items preventing committee overspending. Review, revise, and improve Treasurer job description and standard operating procedures. Maintain account in accordance with IRS and Private Organization regulations. Create monthly reports for submission to the board and Army installation. Advise governing board in succession planning. Show less

Walson Medical Support Activity
Jul 2010 - Jun 2012Advisor, Family Readiness GroupAdvise the Family Readiness Group regarding all aspects of operations, procedures, and inspection requirements. Subject matter expert for policy, procedures, protocol, and regulatory compliance for military events and functions. Ad Hoc committee member. Advise and mentor Family Readiness Group leadership ensuring regulatory compliance and inspection readiness. Represent the unit at military and civilian community partner events. Review process and procedures for all informal funds and private organization funds to ensure proper allocation and records compliance with applicable Army and IRS regulations. Installation Volunteer Advisory Council member. Advisor for subordinate private organizations. Recipient of the Commander’s Award for Public Service, 2012. Advise the Family Readiness Group regarding all aspects of operations, procedures, and inspection requirements. Subject matter expert for policy, procedures, protocol, and regulatory compliance for military events and functions. Advise and mentor Family Readiness Group leadership ensuring regulatory compliance and inspection readiness. Represent the unit at military and civilian community partner events. Review process and procedures for all informal funds and private organization funds to ensure proper allocation and records compliance with applicable Army and IRS regulations. Member Area Volunteer Coordinator Council. Show less

McGuire Officers Spouses' Club (non-profit organization)
Jun 2011 - Jun 2012Welfare TreasurerCo-Chair annual budget development meeting and mid-year budget review. Execute a budget in excess of $50,000. Distribute funds in accordance with the mission and ethics of the governing board. Maintain accurate oversight for budget line items preventing committee overspending. Review, revise, and improve Treasurer job description and standard operating procedures. Maintain account in accordance with IRS and Private Organization regulations. Create monthly reports for submission to the board and Air Force installation. Member Welfare Committee. Member Area Volunteer Coordinator Council. Show less

Dwight D Eisenhower Army Medical Center Auxiliary
Jun 2012 - May 2013Advisor, Health Services AuxiliaryAdvise the Governing Board regarding all aspects of operations, procedures, and inspection requirements. Subject matter expert for policy, procedures, protocol, and regulatory compliance for military events and functions. Ad Hoc committee member. Advisor and mentor leadership ensuring regulatory compliance and inspection readiness. Review process and procedures for all informal funds and private organization funds to ensure proper allocation and records compliance with applicable Army and IRS regulations. Participate in planning and execution of various fundraising events. Show less

Dwight D Eisenhower Army Medical Center
Jul 2012 - May 2013Advisor, Family Readiness GroupSupport the CEO’s/Commander’s family readiness goals. Advisor to CEO/Commander on FRG matters. Mentor, coach and provide solid leadership to all volunteers. Oversee all FRG operations to monitor timeliness, progress of planning and execution of the Commander's goals. Adhere to the strictest standards of confidentiality at all times. Ensure all FRG volunteers receive training specific to areas of responsibilities. Facilitate volunteer and committee meetings, encourage attendance. Gather and disseminate information. Advise FRG organizations of varying size and complexity. Assist with budget preparation. Liaison between unit-level FRGs and Regional Headquarters. Review, revise, and improve all FRG job descriptions and standard operating procedures. Senior Member FRG steering committee. Steering committee chair in the absence of the CEO/Commander. Determine key steering committee volunteer personnel and delegate duties and job descriptions. Inform the CEO/Commander of significant problems that arise. Submit issues of well-being through the Army Family Action Plan. Ensure FRG adheres to governing policies, regulations, operations security and to the Privacy Act of 1974. Advise the Family Readiness Group regarding all aspects of operations, procedures, and inspection requirements. Subject matter expert for policy, procedures, protocol, and regulatory compliance for military events and functions. Advise and mentor Family Readiness Group leadership ensuring regulatory compliance and inspection readiness. Represent the unit at military and civilian community partner events. Review process and procedures for all informal funds and private organization funds to ensure proper allocation and records compliance with applicable Army and IRS regulations. Show less

Bayne-Jones Army Community Hospital
Jun 2013 - Jun 2015Advisor, Family Readiness Group (FRG)Support the CEO’s/Commander’s family readiness goals. Advisor to CEO/Commander on FRG matters. Mentor, coach and provide solid leadership to all volunteers. Oversee all FRG operations to monitor timeliness, progress of planning and execution of the Commander's goals. Adhere to the strictest standards of confidentiality at all times. Ensure all FRG volunteers receive training specific to areas of responsibilities. Facilitate volunteer and committee meetings, encourage attendance. Gather and disseminate information. Assist with budget preparation. Liaison between unit-level FRGs and Regional Headquarters. Review, revise, and improve all FRG job descriptions and standard operating procedures. Senior Member FRG steering committee. Steering committee chair in the absence of the CEO/Commander. Determine key steering committee volunteer personnel and delegate duties and job descriptions. Inform the CEO/Commander of significant problems that arise. Submit issues of well-being through the Army Family Action Plan. Ensure FRG adheres to governing policies, regulations, operations security and to the Privacy Act of 1974. Advise the Family Readiness Group regarding all aspects of operations, procedures, and inspection requirements. Subject matter expert for policy, procedures, protocol, and regulatory compliance for military events and functions. Advise and mentor Family Readiness Group leadership ensuring regulatory compliance and inspection readiness. Represent the unit at military and civilian community partner events. Review process and procedures for all informal funds and private organization funds to ensure proper allocation and records compliance with applicable Army and IRS regulations. Member Area Volunteer Coordinator Council. Show less

Chapel NeXt
Jun 2014 - Jul 2016Administrative AssistantMilitary Chapel ministering to the spiritual needs of almost 300 parishioners, part-time primarily unsupervised work from home. Responsible for all outgoing electronic correspondence from two Chaplains as well as receive, sort, and distribute all incoming electronic correspondence. Sort written Prayer Requests (confidential and non-confidential) submitted during services or received electronically and forward to appropriate Prayer Team and Chaplains. Maintain spreadsheet (names, addresses, phone, and email information) of all members and visitors. Coordinate volunteer applications and request with appropriate committee lead. As necessary: assist in counting of special and designated offerings, e-vite congregation to special events and track responses, and occasionally assist in the creation of slides to be used during service. Show less

Fort Polk Spouses' Club (non-profit organization)
Jun 2014 - Jan 2016Non-profit 501c organization dedicated to the betterment of family life for Service Members and civilian support personnel. Organize volunteer registration, hours tracking, recognition, and recruitment. Ensure Volunteers adhere to local and federal regulations and guidelines. Develop operating procedures and ensure compliance with organization Bylaws. Advise Executive and Governing Boards as necessary on a variety of topics including, but not limited to, Army Regulations, Communication, local policy and procedures, etc., as necessary or requested. Member Area Volunteer Coordinator Council. Show less Non-profit 501c organization dedicated to the betterment of family life for Service Members and civilian support personnel. Responsible for the confidentiality of personal information for over 200 members. Develop operating procedures and ensure compliance with organization Bylaws. Primary point of contact between general membership and the Governing Board. Advise Executive and Governing Boards as necessary on a variety of topics including, but not limited to, Army Regulations, Communication, local policy and procedures, etc., as necessary or requested. Show less
Volunteer Coordinator (temporary appointment)
Jun 2015 - Jan 2016Membership Chair
Jun 2014 - May 2015

GCE - Global Connections to Employment
Oct 2015 - Jul 2016Administrative AssistantOn part-time assignment from Pro-Temp Staffing Solutions. Provide office services by implementing administrative systems; scheduling employee training; procedures and policies; and monitoring administrative projects. Responsibilities include, but not limited to: Answer and direct phone calls; Organize and schedule meetings and appointments; Proficient in multiple MS Office programs such as Word, Excel, and PowerPoint; Create, maintain, improve various documents, spreadsheets, and presentations; Maintain contact lists; Produce and distribute correspondence memos, letters, faxes, and forms; Assist in the preparation of regularly scheduled reports; Resolve administrative problems by coordinating preparation of reports, analyzing data, and identifying solutions; Develop and maintain a filing system; Order office supplies; Book travel arrangements; Submit and reconcile expense reports; Provide general support to visitors. Show less

NELLIS AREA SPOUSES CLUB
May 2017 - Jun 2018Operational and Social TreasurerPrepare monthly financial overview for Board of GovernorsEnsure committee chairs are aware of current and ongoing budget situationConduct a mid-year financial reviewPrepare suggested future year's budget for Board and Membership approvalMake depositsProcess reimbursements and disbursementsCoordinate with independent CPA for tax and financial review

First Command Educational Foundation
Jun 2017 - Apr 2018Volunteer EducatorCoordinate financial literacy seminar presentationsResearch topics to ensure most accurate available information is presentedPrepare materialsPresent information, answer questions, be accessible

Desert Spring United Methodist Church
Dec 2017 - Mar 2025Responsible for the daily operations and clerical duties for an organization with over 1,000 members and a $1.2M budget with little to no supervision. Primary contact for office contracts with various companies including but not limited to IT, hosted database, and as the banking accounts manager. Review payment authorization forms for accuracy and keep all human resource records. Responsible for preparation of stewardship and other special mailings materials, compile and print weekly bulletins, produce end of year reports for District submission, and ordering office supplies. Provide friendly and welcoming assistance to internal and external customers, answering queries or directing to appropriate staff as necessary. Receive mail, process contributions, assist with various clerical duties. Maintain exceptionally high level of confidentiality for personal and financial information of employees and members. Backup payroll processor and assist the Accounts Manager with budget processes as necessary. Show less
Office Manager
Mar 2018 - Mar 2025General Office Volunteer
Dec 2017 - Feb 2018

First Command Financial Services, Inc.
Mar 2025 - nowAdvisor Assistant
Licenses & Certifications

Instructor, Army Community Service
U.S. ArmyOct 2009
Instructor
Army Family Team BuildingApr 2003
Honors & Awards
- Awarded to Lori WilhiteOutstanding Civilian Service Medal Office of the Surgeon General of the Army Mar 2015 The third highest honor within the Department of the Army civilian awards that may be granted to a private citizen; approval authority in the rank of Major General or above.Eligibility:Civilians not employed by the Army who serve the Army in an advisory capacity or as consultant.Criteria:For outstanding service that makes a substantial contribution or is of significance to the Major Command.
- Awarded to Lori WilhiteCommander's Award for Public Service COL Beverly Land Jun 2012 The fourth highest public service honorary award that may be granted to a private citizen.Eligibility: Civilians not employed by the Army who serve the Army in an advisory capacity or as consultant.Criteria:This award is given to recognize service or achievements that contribute significantly to the accomplishment of the mission of an Army activity, command, or staff agency.
- Awarded to Lori WilhiteCommander's Award for Public Service COL Jeff Johnson Jun 2010 The fourth highest public service honorary award that may be granted to a private citizen.Eligibility: Civilians not employed by the Army who serve the Army in an advisory capacity or as consultant.Criteria:This award is given to recognize service or achievements that contribute significantly to the accomplishment of the mission of an Army activity, command, or staff agency.
- Awarded to Lori WilhitePresident's Volunteer Service Award Army Community Service 2009 The premier volunteer awards program, encouraging United States citizens or lawfully admitted permanent residents of the United States through presidential recognition to live a life of service.
- Awarded to Lori WilhitePresident's Volunteer Service Award Army Community Service 2008 The premier volunteer awards program, encouraging United States citizens or lawfully admitted permanent residents of the United States through presidential recognition to live a life of service.
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