Overview
Work History
Education
Skills
Honorsandawards
Associationsandvolunteerwork
Professionaloverview
Timeline
Generic

Sherrie Stewart

Oakland,CA

Overview

15
15
years of professional experience

Work History

Development Association and Advancement Events Manager

School of Optometry, University of California
08.2022 - Current
  • Currently, supporting the Assistant Dean of Alumni Relations and Director of Leadership Giving and Corporate Partnerships
  • Supporting the Director of Leadership Giving and Corporate Partnerships, helping to support Partners in Education Programs for the OD students
  • Managing all events from the development office including annual events such as Alumni Reunion weekend, Silver Bear Dinner, Alumnus of the Year Dinner, Big Give and other alumni donor focused events
  • Recruiting work study students, volunteers and event staff for events
  • Tracking the finances related to event expenses and provide financial information to the finance team
  • Oversee the gift giving process which includes the Stewardship program ensuring that all pledges and gifts to the University are processed
  • Including preparing Invoices for Partners in Education and tracking corporate gifts
  • Provide donors with required forms and information to process distinctive gifts such as Stocks, wire transfers and grants
  • Write weekly Stewardship letters for donors/alumni making donations to the School of Optometry and Vision Sciences
  • Reconcile all credit card payments for the department including accounts payable and accounts receivable
  • As an Office Manager, I schedule meetings and retreats for the DAR team which includes scheduling rooms and event spaces
  • Other job duties consist of; recruiting, hiring and training the work study students to support leadership projects.

Executive Assistant Supporting the Executive Director

Office of the President, University of California
01.2017 - 01.2022
  • Supporting Executive Director, Senior Program Director and Program managers in UC Self-funded Health Plans
  • Heavy scheduling daily for the Executive Director of UC Self-Health Plans
  • Schedules calendars events, meetings essentials in a timely fashion to meet the dynamic needs of the group
  • Proactively creates and prioritizes ad hoc and standing meetings for the group under constrained timeframes
  • Distributes information via mail, fax, electronic mail or telephone
  • Communicates and coordinates with the support staff of high-level executives
  • Provides conference and meeting support for both ED and group as needed, including catering and IT support
  • Travel coordination (Concur) including air and hotel reservations
  • Reimbursement for team conferences and flights.
  • Handled confidential and sensitive information with discretion and tact.
  • Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Organized and coordinated conferences and monthly meetings.
  • Managed office inventory, tracking supplies and placing orders to ensure smooth daily operations.
  • Coordinated events for staff members, promoting team-building activities and boosting morale within the workplace.
  • Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
  • Served as a liaison between departments to facilitate effective communication throughout the company.
  • Delivered exceptional organizational support enabling executive focus on high-level strategic initiatives fostering company growth.
  • Filed paperwork and organized computer-based information.
  • Greeted arriving visitors, determined nature and purpose of visit and directed individuals to appropriate destinations.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Coordinated events and worked on ad hoc projects.

Strategic Planning Program Administrator Supporting the Director/Chief Technology Officer, Chief Technology Transfer Chief, and Strategic Planning Manager

SLAC National Accelerator Laboratory
01.2016 - 01.2017
  • Implemented, administered and evaluated day to day activities of the unit, function or programs
  • Acted as key contact person for the Office of Strategic Planning
  • Assisted in the strategic investment reporting administered by the Office Strategic Planning
  • Developed, organized, and maintained laboratory directed research and development program websites
  • Coordinated laboratory direct research and development programs (Internal reviews, meetings, and events)
  • Supported the lab agenda planning, documentation, and tracking process
  • Coordinated OSP meetings with senior management, mission supported organizations as well as SLAC/Stanford faculty and staff on OSP activities
  • Participated and contributed to staff development activities including coordination of onsite meetings and events
  • Participated in outreach activities that include communications, events training, conferences, (ARPA.E energy innovation summit)
  • Summer program for teens RISE.

Assistant to the Dean, Senior Assistant Dean for Instruction, Chief Operations Officer, and Chief Financial Officer, Dean’s Suite Event Coordinator

Haas School of Business
01.2010 - 01.2016
  • Provided high-level administrative support for the Dean of the Haas School of Business, the Senior Assistant Dean for Instruction, the Chief Financial Officer, and the Chief Operating Officer
  • Calendaring support and facilities management for the Dean's Suite using b-Connected, Outlook, and the Haas Events Management System
  • Plan and executed Dean-sponsored events for the Haas School of Business (150 events annually, with an average of 200 attendees per event) including faculty dinners, professional faculty breakfast, emeriti dinner as well as school-wide staff morale events and commencement activities
  • Managed event budgets in full compliance with university procedures and policies
  • Handle contracts and communications with vendors (new and existing)
  • Coordinated payments in Bear Buy and with Campus Shared Services offices
  • Coordinated logistics (parking, venue, audio/visual set-up, and catering) with relevant campus offices for event planning, management, and delivery
  • Database management to track event participation and records management
  • Coordinated meetings for program offices (MBA, Part-Time, Undergraduate, and MFE) including the annual Curricular Planning Meetings and Budget Hearings
  • Recruited and trained volunteers for Dean-sponsored events including commencement
  • Recruited, hired, trained, and supervised student workers.

Education

UC Berkeley Events & Meeting Planning Certificate -

UC Berkeley
Berkeley, CA
06.2022

University of California, Project Management I and Project Management II -

UC Berkeley
Berkeley, CA
11.2021

San Francisco State, Corporate & Association Events Certificate -

San Francisco State University
San Francisco, CA
06.2015

UC Berkeley Multicultural Education Program -

UC Berkeley
Berkeley, CA
04.2014

UC Berkeley Extension Special Events Project Planning -

UC Berkeley
Berkeley, CA
12.2012

UC Berkeley Events & Meeting Planning Certificate -

UC Berkeley
Berkeley, CA
06.2011

San Joaquin Delta College, Business Certificate -

UC Berkeley
Berkeley, CA
05.2008

Skills

  • Calendar Management
  • Staff Recruiting & Training
  • Accounts Payable & Receivable
  • Event Planning and Meeting Coordination
  • Word, Outlook, Excel
  • Box, Doodle Poll
  • Database Management
  • Event Management System(EMS)
  • Staff Morale
  • Travel Arrangements
  • Expense Reports

Honorsandawards

  • UC Berkeley, Haas School of Business: Heart Award for outstanding management of school-wide events including the re-opening of the Haas Courtyard Celebration. (2014)
  • UC Berkeley, Haas School of Business: Heart Award for service to and in support of the Haas Diversity Team and Dean Lyons. (2013)
  • UC Berkeley, Haas School of Business: Outstanding Staff Award Nominee. (2012)
  • UC Berkeley Heart Award: in recognition for work in developing an online parking management system for Dean’s guests and other VIPs. (2011)

Associationsandvolunteerwork

  • University of California, Mentoring Program for new staff (2021 - Present)
  • Asante African Foundation Oakland California (2015-2018)
  • Volunteer Staff for Young Entrepreneurs at Haas Program Events Berkeley California (2010-2016)

Professionaloverview

  • School of Optometry, University of California, Oakland, CA, 2022 - Present, Development Association and Advancement Events Manager, Supporting the Assistant Dean of Alumni Relations and Director of Leadership Giving and Corporate Partnerships, Managing all events from the development office, Managing staff, students, volunteers, and event staff, Tracking event finances and providing financial information to the finance team, Managing the gift giving process and stewardship program, Managing credit card payments for the department, Scheduling meetings and retreats, Recruiting, hiring, and training work study students
  • Office of the President, University of California, Oakland, CA, 2017 - 2022, Executive Assistant Supporting the Executive Director, Supporting Executive Director, Senior Program Director, and Program managers in UC Self-funded Health Plans, Heavy scheduling for the Executive Director, Scheduling calendars events and meetings, Distributing information, Providing conference and meeting support, Coordinating travel, Handling reimbursements
  • SLAC National Accelerator Laboratory, Menlo Park, CA, 2016 - 2017, Strategic Planning Program Administrator Supporting the Director/Chief Technology Officer, Chief Technology Transfer Chief, and Strategic Planning Manager, Implementing, administering, and evaluating day to day activities, Acting as key contact person for the Office of Strategic Planning, Assisting in strategic investment reporting, Coordinating laboratory direct research and development programs, Supporting lab agenda planning, documentation, and tracking process, Coordinating OSP meetings, Participating in outreach activities
  • Haas School of Business, Berkeley, CA, 2010 - 2016, Assistant to the Dean, Senior Assistant Dean for Instruction, Chief Operations Officer, and Chief Financial Officer, Dean’s Suite Event Coordinator, Providing high-level administrative support, Calendaring support and facilities management, Planning and executing Dean-sponsored events, Managing event budgets, Handling contracts and communications with vendors, Coordinating logistics for event planning, Database management, Coordinating meetings for program offices, Recruiting, hiring, training, and supervising student workers

Timeline

Development Association and Advancement Events Manager

School of Optometry, University of California
08.2022 - Current

Executive Assistant Supporting the Executive Director

Office of the President, University of California
01.2017 - 01.2022

Strategic Planning Program Administrator Supporting the Director/Chief Technology Officer, Chief Technology Transfer Chief, and Strategic Planning Manager

SLAC National Accelerator Laboratory
01.2016 - 01.2017

Assistant to the Dean, Senior Assistant Dean for Instruction, Chief Operations Officer, and Chief Financial Officer, Dean’s Suite Event Coordinator

Haas School of Business
01.2010 - 01.2016

UC Berkeley Events & Meeting Planning Certificate -

UC Berkeley

University of California, Project Management I and Project Management II -

UC Berkeley

San Francisco State, Corporate & Association Events Certificate -

San Francisco State University

UC Berkeley Multicultural Education Program -

UC Berkeley

UC Berkeley Extension Special Events Project Planning -

UC Berkeley

UC Berkeley Events & Meeting Planning Certificate -

UC Berkeley

San Joaquin Delta College, Business Certificate -

UC Berkeley
Sherrie Stewart