Fall Meeting Features Paycom CEO

Wed, 11/08/2017 - 3:11pm

Oklahoma is well positioned as a location for both start-up and attraction of technology-based companies, according to the Roundtable’s October keynote speaker, Paycom CEO Chad Richison.

Over 120 Roundtable members and guests attended the October 4th meeting in which Richison discussed his company success and opportunities for Oklahoma. The payroll and human resources software company employs over 2000 and is ranked fourth on Forbes magazine's 2017 Fast Tech 25, a list of America's fastest-growing publicly traded technology companies.

Richison said, “If someone was looking to start a tech company, they’d be hard pressed to find a better place than Oklahoma.”


Ann McVey Announces Retirement

Longtime Roundtable Operations Director Ann McVey has announced her retirement at the end of 2017 in order to spend more time with family (and travel!).

Ann has been an integral part of the Oklahoma Business Roundtable since its origin in 1991 – and has worked tirelessly for economic development with 4 Governors, 4 Lt. Governors, 4 Presidents, 25 Board Chairs and many Commerce staff and partner organizations.

We have been blessed to have her and salute her for a “a job well done.” Ann will be honored at a future meeting!

The Roundtable is now taking applications for her position. The Director of Operations is a permanent, part time, exempt position with a work schedule of 18-20 hours per week on 3-5 days per week (Details attached) Email your resume to Ann Ackerman at aackerman@okbusinessroundtable.org.


Director of Operations

Oklahoma Business Roundtable




The Oklahoma Business Roundtable which is a non-profit, non-partisan 501(c)(6) organization was created twenty-six years ago. It serves as Oklahoma’s primary economic development support group in which over 160 of our state’s top leaders participate. A 14-member volunteer private sector board of directors oversees activities of the organization. The Roundtable President and CEO is Ann Ackerman, Ph.D.


General Description:

The Director of Operations is a permanent, part time, exempt position with a work schedule of 18-20 hours per week on 3-5 days per week. The Director is responsible for performing a variety of administrative and professional duties in support of the Oklahoma Business Roundtable (OBR) and its members, board and staff. This position manages the recording of all financial transactions, maintenance of official accounting records and preparation of financial statements and reports for OBR coordinated with contract CPA firm. The work also includes monitoring and processing grants, taking minutes, filing, word processing and answering telephones and e-mails. The Director plans and coordinates OBR meetings and events.



Work is under the direction and supervision of the President/CEO of the Oklahoma Business Roundtable.


To Apply for This Position:

Email your resume to Ann Ackerman at aackerman@okbusinessroundtable.org.


Job Duties:

  1. Responsible for collection, disbursement and accounting of all funds received and distributed.
  1. Prepares checks and timely payment of invoices.
  2. Records and tracks monetary transactions.
  3. Prepares and sends invoices for membership dues.
  4. Collects and tracks receipt of membership dues and other accounts receivable.
  5. Reconcile revenue and expenses, prepares and sends invoices and maintain financial accounts for partner agencies’ funds that are held by OBR.
  6. Monitors cash position of the organization’s operating account.
  7. Prepares payroll and files state and federal employer tax reports.
  8. Oversees payments to OBR grant awardees.
  9. Coordinates with contract CPA the reconciliation of monthly bank statements and preparation of financial reports.
  10. Reconciles credit card statements and expense reports with receipts.
  11. Monitors annual OBR budget and assists in the preparation of it.
  12. Serves as liaison with Governor’s Office, Lt. Governor’s Office and Department of Commerce staff in providing expense reimbursement for funds approved by the Board.
  13. Works with external accountant to prepare audit, 990 and other IRS reports.
  14. Keeps the CEO fully informed on fiscal transactions and important factors influencing them.


  1. Provides administrative support to OBR staff and Board of Directors.
  1. Composes correspondence, reports and other office documents.
  2. Responds to general e-mails sent to OBR and answers the phone.
  3. Processes incoming and outgoing mail in a timely manner.
  4. Assists with the production of quarterly electronic newsletter.
  5. Maintains office supplies and purchases new supplies as authorized by the CEO.
  6. Maintains a comprehensive filing system to ensure easy accessibility to documents and proper control and security of all files including the back up of electronic files.
  7. Tracks board conflict of interest statements and other OBR documents.
  8. Maintains membership and prospective members databases.
  9. Monitors and tracks submission and completion of grants awarded by OBR.
  10. Coordinates the maintenance of office computers and equipment.


  1. Plans, coordinates and oversees all activities relating to OBR meetings and events.
  1. Prepares needed materials for meetings and events.
  2. Coordinates with venue personnel, caterers, and others involved with events.
  3. Tracks RSVPs for meetings and events and oversees registration and quorum counts.
  4. Attends all meetings of the Board of Directors, Membership and Special Events and records minutes as require


  1. Performs other duties as requested by the CEO and other OBR staff.
    1. Provides support and assistance with all OBR activities and operations.
    2. Provides support for OBR board and staff.


  1. Adheres to OBR policies and procedures.


  1. Advises the CEO of situations, or significant matters, which may require attention.


(The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position.)


Minimum Qualifications:

  • Three years’ work experience in an office setting as an office manager, executive administrator or similar position
  • Experience preparing checks, making deposits, reconciling bank statements and preparing financial reports


Minimum Knowledge, Skills and Abilities:

  • Excellent computer skills including proficiency with Microsoft Office products and QuickBooks.
  • Excellent communication and human relations skills.
  • Valid Oklahoma driver’s license, automobile insurance covering Oklahoma’s minimum requirements and use of personal vehicle for reimbursed business travel.
  • Ability to work flexible hours including occasionally evenings and travel.
  • Ability and willingness to perform multiple tasks in an efficient and effective manner.
  • Skills necessary to monitor and reconcile budgets.
  • Trustworthy and reliable in depositing large amounts of money.
  • Ability to work with a variety of people from across the state.
  • Skills necessary to compose letters, memoranda, reports and other correspondence.
  • Ability to organize information into reports.
  • Ability to maintain confidentiality in all aspects of the position.
  • Willingness and ability to work independently with minimum supervision as well as a member of a team.
  • Ability to prioritize work responsibilities.



  • Experience using QuickBooks to prepare checks, make deposits, reconcile bank statements and preparing financial reports.
  • Experience preparing electronic newsletters.
  • Experience with membership databases.
  • Experience with non-profit membership organization.


Physical Demands:

While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle or feel, such as keyboarding and writing. The employee frequently is required to reach with hands and arms and talk and hear. Must have visual acuity to read and draft reports, memos, letters, etc. Specific vision abilities required by this job include vision adequate for the incumbent to perform the responsibilities and functions of the job efficiently. Must be able to speak and communicate clearly. The employee often is required to carry or transport materials from office to car to activity sites and to set up special events including physical arrangements.


Work Environment:

The employee will work in an office environment. May require some travel. The noise level in the work environment varies from quiet to moderate. Office is located at 655 Research Parkway, Suite 420, Oklahoma City, OK 73104.


The qualifications, physical demands, and work environment described herein are representative of those an employee will encounter and must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.


Email your resume to Ann Ackerman at aackerman@okbusinessroundtable.org.