Intersect Professional Services

Owner

Trillium Waldorf School

Operation and Faculty budget development and forecasting; presentation of budget and quarterly financial statements to Board of Directors and Faculty to provide a precise review of the organization’s financial position

Coordinating an annual audit by outside independent auditors

Ensures Internal Control Policy is updated annually with Finance Committee and ensure adherence to policy

Member of Finance Committee: Develop all necessary financial reports to ensure Finance members are
knowledgeable to make recommendations

Manage accounts receivable, accounts payable, payroll, monthly bank reconciliations, government remittance, annual T4’s and T4 summary and account collections and charitable receipt process

Manage the internal Bond Fund and annual preparation of T5 and T5 Summary

Administration of group insurance plan & group benefit plan

Maintain appropriate school Liability insurance coverage and officers and Directors’ Insurance

Oversee signing officer updates with the bank

Ensure provincial non-profit Board member listing and Board roles are updated annually

Manage financial aspects of the re-enrollment process

Oversee Tuition Adjustment Program (TAP) program including parent inquiries; review of parent information; liaise with third party assessment agency; development of TAP agreement; Chair of TAP Review Committee (reviewed each three years)

Collaborates with Enrolment Coordinator and other relevant parties to:
 - support enrolment and retention strategies and review impact on budget
 - support the Board via reporting and current and potential enrolment

Oversee Bus Program by liaising with bus company and parents

Chair of the Development Committee
Collaborates with Development Committee and other relevant fundraising parties to:
 - support fundraising strategies including annual and capital campaigns and grant applications
 - support development of stakeholder relationship with prospective donors

Finance Manager

Barnum Creative

Barnum Creative is my primary freelancing vehicle. It's an MVP focused Web Development Agency working with small businesses to rapidly build their websites and prototype their applications.

Barnum Creative projects generally use SQLite Databases for development environments and PostgreSQL for production.

Business Owner

BitCine Technologies (CineSend)

- Architected and developed new client-facing features for CineSend's cloud storage and media transfer service
- Built reusable, testable code and libraries for future use
- Optimized applications for maximum speed and scalability
- Worked with external vendors and APIs that integrate with CineSend applications

Our Monolith API was built in Laravel and all client applications were built-in React

Full Stack Engineer

ePIC Blockchain Technologies

- Led the analyst team of a semiconductor manufacturer building application-specific integrated circuits (ASICs). 

- Played a critical role in the strategic planning and execution of a multi-million dollar R&D project, by utilizing complex algorithmic and financial analysis to inform ASIC production.

- Demonstrated strategic foresight in identifying profitable opportunities for ASIC production through the analysis of algorithmic complexities

- Spearheaded the analysis of historical currency data utilizing advanced statistical techniques to create robust mean-reversion forecasts, informing strategic decision-making

- Analyzed network hash rates, projecting the likelihood of winning mining rewards for mining operators leveraging our ASICs

- Communicated findings and suggestions to the company’s senior management, board of directors, and external financiers and funding partners

Senior Analyst

API Garage

Our Stack:
React 85%
Pure Javascript 15%

Worked on the core product team for an API Testing and Documentation Framework as a Full Stack JavaScript Developer. I played a role in Software Development, Automated Testing, and Scrum Planning.

I built the back end documentation parser that would convert the contents of a user's directory into a complex JavaScript Object. Which acted as a data store for our React application

I played an active role in the front end construction of the product. Being involved in converting an old Angular.Js application into React.js.
 
Having to manage a deadline with building industry standard, and extremely scalable, readable, and maintainable code.

Actively took an effort in making our React code base more modular. Aggressively employed the single responsibility principle in our React Reducers and Actions

Web Developer

Chess and Math Association

Working with children to assist them in cultivating strategic and tactical insight using chess as a framework.
Bring children through a structured curriculum tailored around individual strengths and weaknesses.
Work with parents and school administrators to foster harmonious relationships and program growth

Chess Instructor

Powered by Search

Worked as a member of a high-output content initiative producing upwards of 7 pieces of high converting content per day for paying clients

Freelance Writer

Joe Cressy Federal NDP Campaign

I was responsible for engaging the electorate, informing them of the coming byelection, and educating them on the issues and our candidate's stance.

I was also responsible for pulling votes and making sure that our supporters made it to the polls

Surveyor and Outside Scrutineer

With a proven history of precision and problem-solving, I've channeled my expertise into the field of bookkeeping. As an Indigenous business-owner committed to supporting local SMBs, I integrate technical proficiency with financial acumen to streamline operations and foster financial success.

My career trajectory reflects a dedication to meticulous detail and effective solutions. From navigating complex web development challenges to optimizing financial processes, I consistently deliver results that exceed expectations. Now, as a diligent bookkeeper, I apply these skills to ensure accurate financial management and strategic decision-making for my clients.

Connect with me to explore how my proactive approach and commitment to excellence can empower your business. Whether you require comprehensive bookkeeping services or strategic financial advice, I'm here to drive your success and growth.

Brian Groat

Most lawyers don't wake up thinking about marketing. They think about serving clients. They think about growing a firm they're proud of. But somewhere along the way, marketing became one of the biggest sources of frustration in the industry. 

That's why I started LegalFenix. I've spent fifteen-plus years in that world.

Sales. Agency work. Managing campaigns for firms of every size. Sitting in rooms where agencies promised the world. Sitting with firm owners who were left trying to make sense of reports, results, excuses, and invoices that didn't add up. 

I started to see the same story repeat itself...

-The strategy wasn't aligned with business goals
-Success was never clearly defined 
-Vendors operated without accountability
-Firms were spending real money without knowing what was and wasn't working

LegalFenix was built to change that. Not by selling another marketing product...but by stepping into the role firms actually need. A strategic partner who sits on their side of the table. Someone who protects the investment, connects the dots, and keeps everyone moving in the same direction. 

Today, I work with growth-minded law firms as their fractional CMO. Our work covers the full ecosystem that drives marketing performance: strategy, vendor management, technology, reporting, and the operational mechanics that makes marketing succeed. 

We don't take commissions or kick-backs from agencies. We don't sell ads, SEO, or build or design websites. We focus on what the firm needs to achieve its goals. 

Our goal is simple...restore trust, build clarity, and create sustainable growth. If you want your firm's marketing to operate with precision, transparency, and real accountability, LegalFenix can help you get there. 

🐦‍🔥

Ron Latz

If you changed firms or launched your own practice in January, first off...congratulations! Here's a reminder you don't want to ignore. 

Go clean up your digital footprint. Now. 

That means...

1. Legal directories
2. State and local bar directories
3. Alumni directories
4. Chamber of Commerce profiles
5. Social profiles
6. Local business citations
7. Niche review sites
...anywhere your name is associated with your prior firm

𝗡𝗼𝘁𝗲: 𝗧𝗵𝗶𝘀 𝗶𝘀 𝗻𝗼𝘁 𝗮 𝗰𝗼𝗺𝗽𝗿𝗲𝗵𝗲𝗻𝘀𝗶𝘃𝗲 𝗹𝗶𝘀𝘁 

If your old firm name, physical address, email address, or phone number is still associated with you online, you could be routing potential clients to someone else unintentionally. 

This happens far more often than most realize and goes unnoticed for months (I've actually seen it go on longer...). And if you let it drag on too long, there could be some real opportunities that have already passed you by. 

It's an annoying but absolutely necessary administrative burden that needs to go on your list (or your marketing team's list). 

Tackle it once. Do it thoroughly. 

If you've moved, make sure the digital version of you moves with you. 

🚚

Law Firm Fractional CMO and Marketing Strategist

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Brian Groat

Ron Latz

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taplio

The Battle

Brian Groat

Ron Latz

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Ron Latz's LinkedIn Performance

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