Carletta Taylor Sims 4890 Saltwater Dr. Montclair, VA

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1 4890 Saltwater Dr. Montclair, VA EDUCATION INDIANA UNIVERSITY, SCHOOL OF PUBLIC AND ENVIRONMENTAL AFFAIRS, Bloomington, IN, USA PhD, June 2015 Majors: Policy Analysis and Public Finance Minor: Sociology Dissertation: Financial and Social Program Savvy Amongst Earned Income Tax Credit Eligible Households: The Influence and Importance of Social Program Participation, Financial Capability and Taxation in Household Wealth-Building Behaviors Committee Chair: Dr. Maureen Pirog Other members: Dr. Haeil Jung, Dr. Ruby Mendenhall, Dr. David Reingold, Dr. Justin Ross WASHINGTON UNIVERSITY IN ST. LOUIS, BROWN SCHOOL OF SOCIAL WORK, St. Louis, MO, USA Master of Social Work, August 1998 Major: Children, Youth and Families Specialization: Management WASHINGTON UNIVERSITY IN ST. LOUIS, COLLEGE OF ARTS AND SCIENCES, St. Louis, MO, USA Bachelor of Arts, May 1994 Major: Psychology Minor: Economics FELLOWSHIPS, HONORS AND AWARDS 2007, Governor s Policy Fellowship, State of Maryland, Department of Budget & Management 2005 & 2006, Diversity in Academia, ASPA pre-conference travel award 2004, Graduate Assistantship, Indiana University Bloomington, SPEA three-year award , Ralph Bunche Scholar Award, Undergraduate Programs, Washington University in St. Louis, Recognition for high academic performance 1990, Jamie Harder Youth Leader Award, National Council on Youth Leadership 2

2 ACADEMIC PROFESSIONAL EXPERIENCE INDIANA UNIVERSITY (IUB), Bloomington, IN, USA School of Public and Environmental Affairs (SPEA), August 2005 May 2007 Associate Instructor, Fall Semester (2005) Spring Semester (2007) Taught two core undergraduate courses (V241 Management Foundations and Approaches (2005 Fall Semester), V372 Government Finance and Budgets (Spring 2006, Fall 2006, and Spring 2007). Developed course preparation materials, including syllabi, lecture notes, class activities and assignments, homework and exams. Conducted twice weekly lectures and weekly office hour sessions, advising students in approaches for course success. Associate Instructor, Spring Semester (2005) Taught Statistical Techniques (K300), an undergraduate statistics course. Developed all course materials (i.e., syllabus, lecture, homework, quizzes & exams), conducted twice weekly lectures and held weekly office hour sessions. Research Assistant, Fall Semester (2004) Worked with Dr. David Reingold, researching public opinions on social science and faith. NON-ACADEMIC PROFESSIONAL EXPERIENCE MARYLAND DEPARTMENT OF BUDGET AND MANAGEMENT (DBM), OFFICE OF BUDGET ANALYSIS (OBA), Annapolis, MD, September 2007 August 2009 Budget Analyst, May 2008 August 2009 Managed program budget allocation processes for the Department of Human Resources (DHR), a cabinet-level state agency with a budget of over $2 billion. Analyzed projected departmental need through review of agency s previous year expenditures and projections for final budget allocations. Reviewed and analyzed policy documents, state bills and legislation for financial need and statutory compliance. Collaborated with departmental secretary, deputy secretary, budget director and DHR leadership to complete budgetary analysis and funding. Resolved budgeting discrepancies during both the budget request and budget allocation/funding processes through usage of the State s proprietary budgeting software/database system the Hands-On Budgeting Operation (HOBO). Presented agency budget reports, projections and analysis for DBM and OBA leadership to determine final budget funding, giving recommendations for appropriate allocation. Presented final DBM budget allocation to DHR leadership and participated in budget presentations to the Governor. 2

3 Completed budgetary analysis, budgetary reports, summary documents, state legislative budget office inquiry responses, and budget highlights Governor s Policy Fellow, September 2007 May 2008 Performed all the aforementioned Budget Analyst duties, as a part of a two-person team, for the Department of Human Resources GIRLS INCORPORATED OF MONROE COUNTY, Bloomington, IN, August 2006 May 2007 Program Director Conducted and/or oversaw all program initiatives within the agency, communicating program goals and vision to staff members, stakeholders and potential donors. Administered Girls Inc. programs (Economic Literacy, Friendly Peersuasion, Project Bold, Preventing Adolescent Pregnancy and Sporting Chance) in the fullday and after-school programs for pre-teen and teenage girls, including the development of member specific program plans. Collaborated with the Executive Director and Office Manager to administer and manage program costs and financial records for programs. Maintained, controlled and documented usage of program cash funds. Assessed and evaluated programs through collection and tabulation of program statistics. Reported agency and program highlights through written reports and oral presentations to agency staff members and stakeholders. Supervised agency employees (part-time, regular and work-study) and conducted employee and volunteer training for program provision. Collaborated with the Executive Director to create plans and procedures to increase Girls Inc. of Monroe County membership and community presence, including participation in fundraising activities. GIBAULT CHILDREN S SERVICES, Terre Haute, IN, September 1999 November 2004 Clinical Operations Director, November 2002 September 2004 Provided clinical direction for a 120-bed residential treatment facility for adolescent boys and girls (ages 13-17) and male children (ages 8-12), who were at-risk, delinquent, and/or victims of abuse and neglect. Managed all aspects of the Clinical Operations Department to include preparing and submitting budget requirements for departmental operations, evaluating the performance and efficiency of all departmental functions, monitoring the training schedule of 40+ departmental employees, provision of regular training for 6-10 direct employees and occasional training for departmental employees on agency and departmental programs, services, regulations and programmatic subject matter. Evaluated personnel needs, making recommendations for adding or downsizing staffing positions. 3

4 Prepared departmental and programmatic reports regarding the effectiveness of the agency's Behavioral Management Program, Safety and Security department/program and all support services within the agency. Reviewed client applications for placement within the treatment facility, ensuring client applicants' needs were in compliance with agency and program guidelines, agency and state regulations for placement and overall treatment objectives. Served as the chief clinical officer for clinical service provision, which included: monitoring client progress for placement and discharge decisions; the provision of individual, family and group therapy, crisis intervention and risk assessments; review of clinical treatment notes and client case files for licensing compliance; collaboration with clinical staff on the overall care and treatment of clients; and reporting of all incidents of personal harm and maltreatment of clients to the appropriate authorities. Managed operations and functionality of the Medical, Safety and Security, Spirituality, Household Services, Kitchen, and Maintenance/Grounds departments, evaluating costs of given services in relation to overall agency revenues for appropriate budget allocation and to limit overhead. Collaborated with other departmental directors and the agency CEO to make governing (planning, programmatic, budgetary and clinical) decisions for the overall agency, while also servings as the agency contact for outside vendors and service contracts. Support Operations Director, September 1999 November 2002 Managed all aspects of the Support Operations Department to include: preparing and submitting budget requirements for departmental operations; evaluating the performance and efficiency of all departmental functions; monitoring the training schedule of roughly 30+ employees; providing regular training for 5-8 employees and occasional training for employees on agency and departmental programs, services, regulations and programmatic subject matter. Evaluated personnel needs and made recommendations for adding or downsizing staffing positions, as well as evaluated costs of given departmental services in relation to overall agency revenues in effort to limit overhead. Evaluated programmatic effectiveness and functionality for the agency's Behavioral Management Program, Safety and Security department/program and all support services within the agency, preparing written reports. Participated in collaborative, multidisciplinary, clinical staff meetings for agency clients on a daily basis, reviewing and monitoring client progress toward placement goals and to determining overall suitability of clients (both current and prospective) placement within the treatment facility, ensuring client applicants' needs were in compliance with agency and program guidelines, agency and state regulations for placement and overall treatment objectives. Managed operations of the food services, household services, medical services, recreation/special events safety and security departments, and maintenance and grounds departments, including budget preparation, requests and monitoring. Actively participated in strategic planning processes for agency direction setting. 4

5 Collaborated with other departmental directors and the agency CEO to make governing (planning, programmatic, budgetary and clinical) decisions. ST. JOSEPH S HOME FOR BOYS, St. Louis, MO, September 1998 September 1999 Support Services Director Managed operations of the business office (which included information technology and human resources), kitchen and household and grounds departments, including the supervision of three departmental managers. Conducted all internal investigations of alleged staff maltreatment and harassment, child abuse and child maltreatment. Coordinated and documented all staff training. Designed and monitored agency Continuous Quality Improvement indicators. MISSOURI DEPARTMENT OF SOCIAL SERVICES, DIVISION OF YOUTH SERVICES (DYS), St. Louis, Chesterfield, and St. Louis County, MO, February 1995 October 1997 Facility Manager, St. Louis County and Reach Day Treatment Programs, March 1997 October 1997 Directed all programs, treatment, services and personnel for two state-run, alternative school programs, which offered traditional diplomas and GEDs, to youth (roughly 36 youth), placed in DYS care due to juvenile delinquency, neglect and/or abuse. Supervised two teachers, three group leaders and two kitchen supervisors. Prepared budget allocation requests for all facility programs, as well as monitored regular and long-term spending practices and projections. Group Leader, Babler Lodge, April 1996 March 1997 Developed all group treatment programming for up to 12 male youth. Supervised 8-10 staff members for direct supervision of youth in a 24-hour, locked, residential setting. Provided crisis intervention during client incidents of aggression or self-harm. Provided group therapy, wrote group therapy notes and completed client treatment summary reports. Youth Specialist, Babler Lodge, February 1995 April 1996 Supervised 8-12 at-risk/delinquent males in a residential group setting. Wrote daily progress notes for all group and individual activity. ST. LOUIS A.R.C., St. Louis, MO, August 1994 February 1995 Habilitation Program Assistant Monitored and supervised adult women with diagnosed mental retardation. Helped to improve independent living and communication skills by following habilitation program plans developed through a team treatment approach. 5

6 CONFERENCE, SEMINAR AND WORKSHOP PRESENTATIONS Taylor Sims, C.F. (2015). Building a Financial Capability Score An Exploratory Factor Analysis. Upcoming poster presentation for the 2015 ABFM Annual Conference, Washington, DC. Taylor Sims, C.F. (2013, November). Saving behaviors of EITC and non-eitc eligible households. Poster presentation at the 35 th Annual Association for Public Policy Analysis and Management 2013 Fall Research Conference, Washington, DC. Taylor, C. F. (2006, November). Effects of Workforce Investment Act implementation on job growth: Economic and job training impacts an exercise in panel data modeling. Poster presentation at the 28 th Annual Association for Public Policy Analysis and Management Fall Research Conference, Washington, DC. Taylor, C. F. (2006, October). Budget deficits and surpluses in competitive government. Panel discussion at the 18 th Annual Association for Budgeting and Financial Management Conference, Atlanta, GA. Taylor, C. F. (2006, April). Budgetary efficiency in a competitive government framework: An empirical study of unified and divided government. Panel discussion at the 64 th Midwest Political Science Association Conference, Chicago, IL. Taylor, C. F. (2005, March). The Earned Income Tax Credit: An analysis of the benefits and costs of a state credit program: the Indiana - Earned Income Credit. Panel discussion at the 4 th Annual Young Researchers Conference, Indiana University, Bloomington, IN. WORKSHOP AND PANEL INVITATIONS Diversity in Academia Research Meeting. Washington, DC, June, Diversity in Academia Pre-Conference Workshop. 67 th Annual American Society for Public Administration Conference, Denver, CO, April, Diversity in Academia Pre-Conference Workshop. 66 th Annual American Society for Public Administration Conference, Milwaukee, WI, April, JOURNAL REVIEWS Public Budgeting and Finance, 2005 PROFESSIONAL MEMBERSHIPS AND CERTIFICATIONS Association for Public Policy Analysis and Management American Society for Public Administration Association for Budgeting and Financial Management National Association of Social Workers Academy of Certified Social Workers 6

7 KNOWLEDGE, SKILLS AND ABILITIES Knowledge of child and social welfare, juvenile justice, public finance, financial capability, management techniques and leadership. Effective oral and written communication skills with strength in building consensus, collaborating with multiple stakeholders, and working with multiple types of groups. Skill in designing, planning, implementing and evaluating new and established programs for various types of child/youth groups, including behavior modification and clinical/psychological treatment, at-risk, gender and age specific, faith-based and sports. Ability to manage large and small departments, divisions and staff groups to effectively build processes for agency leadership, goal setting and productivity. Ability to develop coursework and syllabi for new and established university courses. Ability to conduct and manage clinical groups, providing direct therapy and crisis intervention and writing, determining and navigating treatment plans and goals. Ability to write, design and administer surveys or questionnaires, as well as manage large and small data sets to design original research studies utilizing social science research techniques, applied statistical methods and data analysis statistical software. LANGUAGE SKILLS English: fluent French: beginning/elementary VOLUNTEER ACTIVITIES , Leadership Team, Mothers of Preschoolers (MOPS), First Baptist Church of Woodbridge, Woodbridge, VA 2004, Board of Directors for the Martin Luther King Jr. Commemorative Coalition, Terre Haute, IN , Youth Leader, Church On The Rock, St. Peters, MO , Conference Youth Leader, Town Meeting On Tomorrow, National Council on Youth Leadership, St. Louis, MO REFERENCES Maureen Pirog, Ph.D., Indiana University (SPEA), David Reingold, Ph.D., Purdue University, Haeil Jung, Ph.D., Korea University, Skype: haeil.jung Ruby Mendenhall, Ph.D., University of Illinois at Urbana-Champaign, Marc Nicole, Deputy Secretary, MD Dept. of Budget and Management, James Sinclair, Executive Director, JRDS, , ext

DR. SAMUEL B. STONE ACADEMIC APPOINTMENTS PUBLICATIONS ARTICLES IN PEER REVIEWED JOURNALS

DR. SAMUEL B. STONE ACADEMIC APPOINTMENTS PUBLICATIONS ARTICLES IN PEER REVIEWED JOURNALS DR. SAMUEL B. STONE Division of Politics, Administration & Justice 800 N. State College Blvd. Fullerton, CA 92834 CURRICULUM VITAE Phone: (657) 278-3728 Fax: (657) 278-3524 E-mail: sstone@fullerton.edu