NAEA Headquarters Staff

 

Executive Office

Robert Kerr, Executive Vice President

As Executive Vice President, Robert Kerr leads staff and manages the day-to-day operations of NAEA. Bob works closely with the NAEA Board of Directors, combining strategic goals with tactical initiatives to meet member needs and help grow the organization. He also works closely with lawmakers, IRS and other tax-related organizations to advocate for more effective tax administration and stronger protection of taxpayer rights.

Before stepping into the EVP role, Bob served for more than 12 years as NAEA’s Senior Director, Government Relations. Prior to joining NAEA, he spent a decade at the Internal Revenue Service where, among other things, he led a variety of electronic filing initiatives. Bob provided IRS oversight on the United States Senate Finance Committee as well, and has experience leading government affairs activities in the private sector.

 

 

Kimberly Muse, Special Assistant to the Executive Vice President

The Special Assistant to the EVP provides direct day-to-day support to the EVP. The goal of the Special Assistant is to make the EVP a stronger and more effective leader by creating capacity for him to invest his time on NAEA’s most important needs. Kimberly provides highly accurate administrative and logistical support to the EVP, serves as the liaison for the Board of Directors, facilitates the planning and execution of the board, executive committee and governance related meetings; and manages the preparation, production, and distribution of the EVP reports, articles, presentation, and speeches. She assists in several areas of finance and human resources, as well as handles project management of special projects and managing workflow. 

 

Education

 

Holli Jones Kimbrough, Director of Meetings and Education

As Director of Meetings and Education, Holli is responsible for all NAEA educational programming and events. These responsibilities include programming and logistics for the National Conference and NTPI Orlando. Holli works with the Education chair and Subcommittees (NTPI and Tax Education) to manage the call for speakers, develop programming, and review course materials. She also manages the meeting logistics including hotel contracts, food and beverage, and audio-visual. In addition to the live meetings, Holli is responsible for online education including EA Exam Prep with Gleim, Level 1 Online, EA Journal and webinars. Holli maintains NAEA’s accreditation with IRS, NASBA, and other credentialing bodies and works very hard to stay abreast of changes in CE to ensure compliance. In addition, Holli serves as liaison to the NAEA Education Foundation and manages the scholarship process for NAEA. 
 

DeAndre Thornton, Membership & Education Assistant

DeAndre Thornton supports the activities of the membership and education departments. He is on the front lines of the association, communicating on a daily basis with members and prospective enrolled agents via social media, phone, and email. DeAndre assists in the recruitment and retention of members. He constantly strives to meet members’ needs and exceed their expectations. He is responsible for tasks related to the area of Continuing Education (CE) and processes involving the associations learning management system.  

 

Finance and Administration

 

Cassandra Brown, Manager of Finance and Administration

Cassandra Brown, Manager of Finance and Administration at NAEA is charged with maintaining NAEA’s financial records through financial statement analysis and preparation. Some of her other responsibilities include cash management, budgeting, audit preparation, payroll and benefits administration, and enforcement of NAEA’s standards and policies. Cassandra manages the finance and human resources areas of NAEA.

 

Gloriel Rodriguez, Office Manager

Gloriel Rodriguez, Office Manager at NAEA, provides efficient management of the NAEA office and serves an important role in advancing NAEA’s recruitment and retention goals. She possesses a broad understanding of NAEA membership, products, and services and provides leadership, management and execution of tasks related to frontline member experience. Gloriel serves as an internal resource to the NAEA team on general information regarding member inquiries and acts as an external resource to NAEA members and the general public by giving timely responses to all queries.  As office manager, Gloriel is in touch with all aspects of NAEA.  She provides a great deal of support to the finance and administration department.

 

Government Relations

 

Justin Edwards, Associate Director of Government Relations

Justin has served as an advocate for NAEA members since October 2012. Justin leads NAEA’s government relations efforts on behalf of the EA profession by collaborating with IRS executives, policymakers, their staffs, the congressional tax-writing committees, and tax practitioner and tax industry stakeholders who engage in tax reform and tax administration issues. Justin serves as Treasurer of NAEA PAC, a key advocacy initiative that helps NAEA members participate in the political process while helping NAEA build strong relationships with policymakers who serve on the congressional tax-writing committees. Justin also serves as the primary liaison between NAEA members, the IRS Return Preparer Office, and the Office of Practitioner Enrollment to help NAEA members maintain their federally-issued EA licenses.

 

Marketing, Communications, and Public Relations

 

Liesa Ross, MSIMC, Director of Marketing, Communications, and Public Relations

Liesa guides day-to-day operations and associated business affairs of NAEA’s Marketing, Communications, and Public Relations Department. She is the lead strategist for organization-wide marketing, multi-channel communications, and public relations plans to advance NAEA’s brand and external profile and to support fundraising efforts through lead generation. Liesa oversees the NAEA website and presence on social networking sites, as well as sponsorships and advertising. She seeks effective marketing and communications opportunities and manages staff, education, and resources for execution and goal analysis. In addition to supervising approximately three (3) NAEA staff members, Liesa provides managerial oversight for relationships with freelance writers and designers, vendors, contractors, and consultants as necessary. 

 

 

John Michaels, Senior Manager of Public Relations

John Michaels is responsible for guiding public relations and external communications activities at NAEA. Reporting to the Director of Marketing, Communications, and Public Relations, John supports organization-wide efforts to broaden awareness of industry credentials and strengthen NAEA’s brand identity across key stakeholder audiences. His work includes managing press requests, proactive media outreach, and monitoring relevant news coverage. He also works closely with the membership, government relations and meetings and education teams to publicize their work to members, media, elected officials, and the public.

David Schuller, Marketing and Social Engagement Specialist

As the Marketing and Social Engagement Specialist, David Schuller oversees content development for NAEA’s social media channels and supports the Director of Marketing, Communications, and Public Relations by tracking social analytics and implementing digital media strategies. David engages with staff, stakeholders, and advertisers to source expert content, implement promotions, and maintain consistent brand awareness. David also provides guidance to committee members by hosting social media training webinars, maintaining content and media archives, and preparing social media graphics, streams, and images.

 

Membership

 

Katrina Holland, Director of Membership

Katrina Holland leads the development and implementation of NAEA membership strategies, operations, and processes.  She works closely with the NAEA Membership Committee to develop initiatives, track progress, and adjust plans based on performance.  She also works with the Affiliate Council to ensure NAEA’s close cooperation between states affiliates and the NAEA Board.  In so doing, she works with the Affiliate Council to develop the agenda for the Affiliate Presidents’ Exchange meeting and leads multiple conference calls with affiliates throughout the year.  Katrina identifies member benefit providers that align with member feedback. She leads NAEA customer service efforts through management of front lines operations both in person and on the phone.

 

Jennifer Harrison, Membership Manager

Working closely with NAEA’s Director of Membership, Jennifer provides support for all membership initiatives, ensuring membership operations function efficiently and effectively.  She also teams up with member-benefit providers to maintain accurate distribution of benefits.  Jennifer supports NAEA’s front lines, assisting members and prospective members each day.

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