ra board of directors conflict of interest statements-1

8/10/2019 RA Board of Directors Conflict of Interest Statements-1

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Reston AssociationConflict Of Interest Statement

NAME: Richard Chew

ADDRESS: 2201 Cedar Cove Ct

POSITION: Director

Per Board & Association Operations Resolution 6 on Conflict of Interest Policy and Statement, I submitthe following:

a. Employer(s) of all family members over age 16: Time Warner Cable

b.

All assets (including land, stocks, bonds, leases, partnerships, or other material assets)located in Reston or involved inReston based activities: N/A (excluding home)

c. Loans from Reston based persons or entities, which are not state or federally regulated: N/A

d. Other sources of significant income (income which exceeds $1,000 from the same source in one calendar year):

e.

Membership(s) in organizations which are Reston oriented: Reston Association, Cedar Cove ClusterAssociation,

f. Any material fact which may be a direct or indirect conflict of interest: N/A

By signing this Statement I certify that:

I have read the Reston Association Conflict of Interest Policy; and

The information provided in this Statement is true and accurate. I understand that falsifying suchinformation will result in my immediate resignation from the Board of Directors, pursuant to SectionIII.5(d)(2)of the First Deed of Amendment to the Deeds of Dedication of Reston.

Richard Chew 05/27/2014_____________________________________________ ______________________Signature Date


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Reston AssociationConflict Of Interest Statement

NAME: Cate Lucas Fulkerson

ADDRESS: 1237 Woodbrook Court, Reston, VA 20194

POSITION: Reston Association Chief Executive Officer

Per Board & Association Operations Resolution 6 on Conflict of Interest Policy and Statement, I submit thefollowing:

a.

Employer(s) of all family members over age 16:

Husband, John David Fulkerson Central Intelligence Agency

b.

All assets(includingland, stocks, bonds, leases, partnerships, or other material assets)located in Reston or involved in Restonbased activities:

Residence: 1237 Woodbrook Court, Reston, VA 20194

Reston Soccer Association Assistant Coach Husband

Reston Character Counts Coalition Chair/President Cate Fulkerson

Aldrin Elementary School Parent Volunteer Daughter Sara is a student

c.

Loans from Reston based persons or entities, which are not state or federally regulated:

None.

d. Other sources of significant income(incomewhich exceeds $1,000 fromthesamesourcein onecalendar year):

Reston Association employee Cate Fulkerson.

e.

Membership(s) in organizations which are Reston oriented:

See attached resume for Cate Fulkersons Reston affiliations and memberships.

f. Any material fact which may be a direct or indirect conflict of interest:

By signing this Statement I certify that:

I have read the Reston Association Conflict of Interest Policy; and

The information provided in this Statement is true and accurate. I understand that falsifying such informationwill result in my immediate resignation from the Board of Directors, pursuant to Section III.5(d)(2)of the FirstDeed of Amendment to the Deeds of Dedication of Reston.

April 22, 2014_____________________________________________ ______________________Signature Date


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C A T H E R I N E L U C A S F U L K E R S O N

EXECUTIVE PROFILE

Consensus builder and experienced team leader with an ethical, strategic, and common sense approach to problem-solving in

public, private, and non-profit activities and corporations. Highly skilled in developing creative and innovative initiatives to

address issues and requirements likely to impact the community. Collaborative team player strongly committed to developingand promoting community stewardship. A resident of the Reston community for 35 years. Since 1991, a staff officer and as

executive of the Reston Association, one of the largest community associations in the country with a full-time staff of 80,

augmented in the summer months by 300 seasonal employees; and, a current annual operating budget of $13.2 million dollars.

PROFESSIONAL EXPERIENCE & EXPERTISE

Reston Association, Reston, VA - 1991 to Present.

Acting Chief Executive Officer,June 2013Present.

Responsibilities: Report to the Board of Directors, provide sound external and internal leadership for the organization,

represent the communitys interests and oversee the day-to-day administrative management of the organization.

Director of Administration, Member Services & Information Technology, May 2006Present.Responsibilities:

Serve as Acting Chief Executive Officer of the Association in the absence of the CEO.

Supervise six full-time employees; one seasonal hire; and seven contractors/vendors.

Prepare and oversee an annual combined $3.3 million dollar capital and operating budget for the functional areas of

Information Technology; Member Services; Operations; Corporate/Board; Legal; and, Management/Administration.

Coordinate Association Board activities; facilitate development and implementation of governance policies and the

Strategic Plan; serve as Board Assistant Secretary; and support the requirements of nine Board Officers and Directors

individually and as a group.

Key Accomplishments:

Planned and managed all aspects of the Associations new headquarters build-out at Reston Corner and move from

Isaac Newton Square; a $1.8 million dollar project over a five month period.

Led and managed the effort to replace the Associations insecure and fractured information technology network,business applications, and telecommunications systems; a $4.5 million dollar project over a period of five years.

Director of Administration & Member Services, October 2004 May 2006

Responsibilities:

Managed the administrative operations of Association Board and staff functions.

Supervised seven full-time employees; one seasonal hire; and four contractors/vendors.

Prepared and managed the annual combined $1.3 million dollar operating budget for the functional areas of Member

Services; Operations; Legal; Management/Administration; and, Corporate/Board.

Oversaw the delivery of administrative services and information to Members and other individuals or entities;

managed support operations for the organization as well as for Board committee appointments.

Coordinated review of legal issues that might affect internal and external operations and governance of the

Association, including legislative matters at the local, state, and federal levels.

Organized and managed the conduct of Association meetings, elections, and referenda, including the development of

policy options/positions on issues of interest to the Board of Directors and the Chief Executive Officer.


Managed a fiveyear community-wide update of Association Governing Documents: Deed, Articles of

Incorporation, and Bylaws; a $500,000 project. Drafted Association Polices & Procedures to mirror revisions made to the Amended Governing Documents.


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- Created the Parks & Recreation Service Desk to provide a One-Stop-Shopfor Members interested in registering

for programs and/or purchasing membership passes to recreational facilities.

- Produced comprehensive studies and trend analyses of Association customer services.

- Designed advertisements for resident and non-resident membership programs.

- Developed and implemented membership sales procedures and customer service standards.

Recreation Services Assistant, February 1994April 1995.

Administrative Assistant to the Executive Vice President, July 1992 -- January 1994.

Athletic Club Membership Sales Manager, August 1991June 1992.

Tennis Program Assistant, January 1991 -- July 1991.

OTHER EXPERIENCE

Nordstrom Retail Clothier, Tysons Corner, VA,July 1990 December 1990.

Brooks Brothers Clothier, Tysons Corner, VA, December 1986 April 1990.

Maryland General Assembly, Legislative Assistant to the House Minority Leader, Spring 1989.

EDUCATION

- Master of Public Administration (MPA), George Mason University, Fairfax, Va., 1997.

-

Bachelor of Arts (BA) Washington College, Chestertown, Md., 1989.- South Lakes High School, Reston, Va., 1985; Advanced Academic Program.

EXECUTIVE DEVELOPMENT

Professional Community Association Manager (PCAM) program, CAI, Alexandria, Va., 2004 - present.

Certified Manager of Community Associations (CMCA), Community Associations Institute (CAI), Alexandria, Va., 2004.

Leadership Fairfax, Inc. (LFI) Signature Program, Fairfax, Va., 2001

PROFESSIONAL MEMBERSHIPS

Greater Reston Chamber of Commerce Leadership Fairfax, Inc. Community Associations Institute

American Society of Public Administration

Fairfax County Federation of Citizen Associations Reston Historic Trust

HONORS & AWARDS

Reston Citizens AssociationCitizen of the Year Award 2012.

Greater Reston Chamber of Commerce Ace Award Volunteer of the Year of 2012.

Leadership Fairfax, Inc. Remarkable Resource Award, 2009.

Greater Reston Chamber of Commerce Ace Award Best Event of 2008.

Community Service Award, Martin Luther King Day Planning Committee, 2004.

Leadership Fairfax, Inc. Member of the Year, Torchbearer Award, LFI, 2003.

Community Associations Institute, Spark-plug Award, Virginia Legislative Action Committee, 2003.

George Mason University, Pi Sigma Alpha Political Science Honorary, 1997.

COMMUNITY ACTIVITIES

Leadership Fairfax, Inc. - A non-profit corporation of over 1,500 members dedicated to finding, training, and growing leaders

who raise the tide in their own organization and the northern Virginia community through three leadership development

programs: the Emerging Leaders Institute, the Lifetime Leadership Program, and the LFI Signature Program.

Chairman of the Board, July 2008 to June 2009.

Board Director, 20022012 (Invited to serve for eleven years despite a two year term limit rule)

Immediate Past Chair, 2010.


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Secretary, July 2006June 2007.

Emerging Leaders Institute Mentor, 2009 to present.

CEO Search and Selection Committee, 2008.

Chair, Governance Committee, 20042006; 2010.

Chair, Marketing & Communications Committee, 2002 2004.

Member, Northern Va. Leadership Awards Gala Committee, 2002 2003.

Member, Emerging Leaders Institute Executive and Curriculum Committees, 2002-2004.

Community Associations Institute Provides educational opportunities and credentials for qualified association professionals to

improve the effectiveness of community management.

Member, Virginia Legislative Action Committee, 2003present.

Chair, Communications Subcommittee, Virginia Legislative Action Committee, 2009 to present.

Treasurer, Virginia Legislative Action Committee, 20042007.

Chair, Fundraising, Virginia Legislative Action Committee, 2004.

Member, Legislative Committee, Washington Metropolitan Chapter, 20022006.

Greater Reston Chamber of Commerce

Team Capital, Chamber Membership Drive Initiative, 2013.

Member, Chamber Advisory Counsel, 2013.

Member, CEO Selection Committee, 2009.

Member, Public Policy Committee, 2008 to present.

Chair, Ethics Day Event for South Lakes High School, 2007 to present.

Chair, Best of Reston Selection Committee, 2005 - 2009.

Co-chair, Best of Reston Selection Committee, 2003 2004.

Member, Best of Reston Dinner Committee, 1999 2011.

Reston Community Center

Martin Luther King Day Celebration, Community Service Award Section Committee, 2009 to 2011.

Martin Luther King Day Celebration Planning Committee, 2000 and 2001.

Reston CHARACTER COUNTS! CoalitionA local Chapter ofNational Character Counts, Inc., the largest character education

program in the nation with the purpose of fortifying the lives of young people with consensus values that transcend race, creed,

politics, gender, and economic status.

Chairman of the Board of Directors,2000present.

Reston Elementary Schools Essay & Poster Contest, Chair, 2000 to 2011.

Sponsor of Greater Reston Chamber of Commerce Ethics Day Program, 2001 to present.

Sponsor Reston Kids Triathlon, 2011 to present.

Sponsor Reston Interfaith Best of Reston Awards, 2012 to present.

Aldrin Elementary School

Member, Parent Teachers Association, 2010 to present

Room Parent, 2010 to present.

3rd

Grade Parent Volunteer Leader for Word Masters Challenge, 2012 to present.

REFERENCES

Robert E. Simon, Jr., Restons Founder

Karen Cleveland, Incoming Chair of Leadership Fairfax, Inc.

Leila Gordon, Executive Director of Reston Community Center

Mark Ingrao, President & CEO of the Greater Reston Chamber of Commerce Marion Myers, Reston Association Member and Business Owner

Maggie Parker, Director of Communications and Community Outreach at Comstock Partners LC

Robin Smyers, Former Reston Association Board President

Matt Valentini, Vice President, The JBG Companies

Casey Veatch, Principal of Veatch Commercial Real Estate

Kerrie Wilson, Chief Executive Officer of Reston Interfaith