Lisa Brennan

Reports directly to InBIA’s President & CEO responsibilities supporting InBIA’s efficient delivery of customer benefits (membership, convening, & training) in a manner that meets organizational goals and customer expectations. 

• Tracking and processing memberships in InBIA to include the onboarding and renewing of memberships, maintaining member databases and providing reporting.
• Creating custom invoices and e-commerce forms, processing vendor registrations and issuing W-9s.
• Handling customer inquiries and resolving payment issues in a timely fashion.
• Collecting and processing incoming mail to include the depositing of customer payments.
• Processing, tracking and collecting customer payments for services purchased on credit.
• Initializing electronic payments and wire transfers to vendors and subcontractors.
• Liaising with company’s accountant to process company credit card transactions.
• Tracking all assets of the organization to include computers, office equipment, furniture and publication inventories.
• Liaising with company’s subscriptions.
• Maintaining and renewing organizational documents to include registrations and certifications for general operations and convening, vendor contracts and insurance policies.
• Processing of publication purchases and maintaining of an inventory of InBIA publications.
• Administering various cloud-based services to include Asana, Zoom and T-sheets.
• Providing administrative support for InBIA convenings and trainings.
• Performing other related duties as required.
• Thorough knowledge of Microsoft Office (Outlook, Word, PowerPoint, Excel)

Experienced professional in supporting business development, sales, and operational management. Currently serving in administrative coordinator role supporting membership based non-profit organizations.

Bachelor's of Business Administration, Ohio University Class of 2008