Areas of Specialization and Strengths
Management Consulting:
- Problem solving
- Management review assistance
- Quality objectives
- Process optimization
- Policies and procedures
- Strategy alignment
- Process reengineering
- Process capability
- Sales and forecasting
- Improvement training
Business Planning:
- Pension plan and deferred compensation planning and installation
- Sale and purchase of business
- Bank financing planning and assistance
- Business startup services
- Business evaluations
- Cash management services
- Lease/Buy analysis
- Property tax representation
Income Tax Planning and Representation:
- Corporation tax planning
- Individual tax planning
- Internal Revenue Service representation
- Estate tax planning
Expert Testimony:
- Litigation support
- Arbitration services
- Fraud and other investigative services
Business Consulting:
- Practice management for service organizations
- Executive organizational effectiveness
- Development of marketing plans for service organizations
- Human resources consulting
- Troubled business services
Presentations for Professionals in the Service Industry:
- Restructuring the service firm for the year 2020 and beyond
- Marketing for service firms
- Time management for professionals in the service industry
- Practice management for professionals in the service industry
- Executive training
Personal Financial and Retirement Planning:
- Evaluate and assist in your personal financial goals
- Evaluate and assist in determining your tolerance for risk
- Assist in establishing a systematic approach to asset allocation and investing
- Educate on proven principles of investing and continuous review of financial goals and objectives
PROFESSIONAL EXPERIENCE
Greg E. Podd, C.P.A., P.F.S., P.C. ( Retired - Arizona )
1979 to 2000
(Sold the tax preparation portion of the practice to the largest tax preparation firm in the United States in January 2000).
Pension planning, auditing, accounting, management consulting and advisory services, business planning, financial planning, bank financing, tax planning and preparation, compliance services, buying and selling of businesses, and providing of expert testimony.
Guest Professor at Arizona State University
2000 - 2002
College of Business – School of Accountancy and Information Management
Master of Taxation Program (500 and 600 level courses)
Greg E. Podd, C.P.A. Management Consulting, Inc. ( Retired - Arizona)
1979 to 2000
Management consulting services for CPA’s in the areas of practice management, executive and organizational effectiveness. Developing sophisticated computerized client contact and practice management software.
Ernst & Young
1972 to 1975
Responsible for the management of audits and tax preparation of multi-billion dollar publicly traded organizations. Managed yearlong engagements with more than 25 assistants.
Managed Care Systems, Inc., President
(Investment)
1997 to 1999
Developers of extremely sophisticated software for the health care industry. HMOs, PPOs, TPAs and other medical facilities utilize the software. The company has sales to several publicly traded companies throughout the United States.
A-1 Precision Metal Products, Inc., President (Investment)
1996 to 1999
Manufacturing and distribution of extremely precision metal parts. The Company employed 22 men and women, and serviced publicly-traded companies in the computer and cellar phone industry. Parts were manufactured and shipped to facilities in the United States, Canada, France, Japan and China.
EDUCATION AND PROFESSIONAL ACCREDITATION AND MEMBERSHIPS
Education
Professional Accreditation
Professional Accreditation
BBA – Accounting, with honors,
Texas A & M University
May, 1973
Continuing Professional Education – Retired
Professional Accreditation
Professional Accreditation
Professional Accreditation
Certified Public Accountant
( Retired - Arizona)
May 24, 1976
Professional Memberships
Professional Accreditation
Professional Memberships
American Institute of Certified Public Accountants – 1976 to 2000
Arizona Society of Certified Public Accountants – 1976 to 2000
Professional Involvement
- Professor at Arizona State University – College of Business – School of Accountancy and Information Management – Master of Taxation Program – 2000 to 2002
- Key Expert Witness in the Alternative Fuels case against the State of Arizona – 2002 - Present
- Key Note Speaker – Seventh Annual Managing of Accounting Practice Small Firm Conference – “Restructuring the Industry for the Year 2000 and the Future” – Las Vegas – 1997
- Presented the Two-Day Professional Education Program – “The Professional Practice of the Future” – Kansas Society of Small Firms Conference – 1997
- Conference Chairman & Moderator – National Managing of Accounting Practice Conference – 1995
- Key Note Speaker - National Managing of Accounting Practice Conference – 1994
- Key Note Speaker – 1995 Americas Meeting Accounting and Auditing / Management Advisory Services and Managing of Accounting Conferences presented by the International Group of Accounting Firms – 1995
- Authored and presented the three-day Professional Education Program –
- “Marketing for CPA’s in the 1990’s” – 1989 – Present
- Authored and Presented the Three Day Professional Education Program for the International Certified Public Accounting Firm of Pannell Kerr Forster – “New Managers Conference” – 1987 – 1988
- Authored and presented the One-Day Professional Education Program – “Time Management for CPA’s in the 1990’s” – 1986 to Present
- Co-authored and Presented the Three Day Professional Education Program –
- “Managing Firm Development” for Certified Public Accountants - 1986 to Present
- Presented the Three Day Professional Education Program for CPA Firm’s Partners – “Executive Training for Partners”- 1985 to Present
- Presented the Five Day Professional Education Program “Staff Training – Supervisory” – 1979 – 1983
- Presented the Three Day Professional Education Program “Staff Training –
- Supervisory” – 1983 – 1986
- Various other presentations made to over 20,000 professionals from the United States and foreign countries
COMMUNITY MEMBERSHIP AND INVOLVEMENT
- Chair of the Board of the Arizona Vocational Fund of Arizona 2020 - 2023
- Rotary International Zone 25, 26 Treasurer, 2004, 2005
- Rotary International Zone 25, 26 Executive Committee member 2004, 2005
- Rotary International Zone 25, 26 Program Production Chair 2004
- Rotary International Zone 25, 26 District Governor trainer and author of course material, 2004
- Rotary International Zone 25, 26 District Governor – Elect trainer and author of course material, 2004
- “Things you wanted to know about being Governor”
- “The importance of District Financial Reporting”
- Rotary International Zone 25, 26 District Governors, Focus panel member – “When we were Governor – the importance and value of a marital team”, 2004
- Rotary International Zone 25, 26, Focus panel member – Making the DG, DGE, DGN Succession Work for Your District
- Rotary International President Elect Training Seminars committee member – 2004, 2005 and 2006 – Chairman in 2006
- Rotary International District 5510 Nominating committee member – 2004, 2005, 2006
- Chairman - Rotary International District 5510 Foundation - Youth Services Committee – 2004, 2005, 2006
- Chairman – Rotary International District 5510 Foundation – Youth Scholarship Committee – 2004
- Rotary International – Arizona - PETS District Training – Instructor and author of training material for District Treasurers – 2004
- Member of the Rotary International District 5510 – Young Hero Committee – 2004
- Faculty Member – Rotary International District 5510 Leadership Academy – “Rotary’s Fiduciary Responsibilities” – 2004
- Rotary International President – Glenn E. Estess, Sr. – Personal Aide – 2004
- Rotarian – Phoenix Camelback Rotary Club / Four Peaks Rotary Club / Evergreen Rotary Club – 1982 – present
- President - Phoenix Camelback Rotary Club – 1987- 1988
- Rotarian of the Year – 1989 - 1990
- The Woodruff Key Rotary Award – Given to the outstanding Rotarian exemplifying “Service Above Self” in the community and around the world – 2000
- Board Member – Arizona Gift of Life, Inc. – 1990 – 2003
- Board Member – Gift of Life International, Inc. – 2002 – 2004
- Treasurer – Gift of Life International, Inc. – 2002 - 2004
- President - Arizona Gift of Life, Inc. – an organization that organizes and provides the means for children from third world countries to come to Arizona to have corrective surgery for congenital heart defects. More than 170 successful surgeries have been performed on children from 17 countries. – 1994 – 1998,
- 2001 - 2002
- Treasurer – Arizona Gift of Life, Inc. – 1998 – 2001
- Chairman – “Save A Child” Program – Arizona Gift of Life, Inc. – 2000 – 2001
- Chairman – Arizona Gift of Life, Inc. Annual Golf Tournament – 1989 and 1996
- President – John H. and Betty D. Van Houten Gift of Life Foundation, Inc. – 2001 – 2003
- Board Member – American Red Cross – Central Arizona Chapter – 2000- 2002
- Vice Chair, Volunteer/Delegate chairman – American Red Cross – Central Arizona Chapter – 2001 National Convention – 2000 – 2002
- Chairman – Major Gifts Committee – American Red Cross – Central Arizona Chapter – 2001 – 2002
- Member of the Financial Development – American Red Cross – Central Arizona Chapter – 2001 – 2002
- Chairman – Real Hero’s Breakfast – American Red Cross – Central Arizona Chapter – 2001
- Member of the Finance Committee – American Red Cross – Central Arizona Chapter 2000 – 2001
- Member of the Youth Committee - American Red Cross – Central Arizona Chapter 2000 – 2001
- Chairman - American Red Cross/Phelps Dodge Youth Leadership and
Safety Camp Grant Sub Committee 2001 - Member of the Special Delivery Committee – American Red Cross – Central Arizona Chapter 2000- 2001
- Member of the Public Support Committee – American Red Cross – Central Arizona Chapter 2000- 2001
- Member of the Major Gifts Sub Committee – American Red Cross – Central Arizona Chapter 2000 – 2001
- Board Member – Junior Achievement – Arizona Chapter – 2000 – 2002
- Treasurer – Junior Achievement – Arizona Chapter – 2000 – 2002
- Executive Committee – Junior Achievement – Arizona Chapter – 2000 – 2002
- Member – Junior Achievement – Arizona Chapter Exchange City Operations Committee – 2000 – 2002
- Member – Junior Achievement – Arizona Chapter Finance Committee – 2000 – 2002
- Member – Junior Achievement – Arizona Chapter Ad Hoc Board Education Committee – 2000 – 2001
- Member – Junior Achievement – Arizona Chapter Tempe “It’s Just Good Business” Breakfast Committee – 2000 – 2001
- Volunteer Teacher – Junior Achievement Spirit Day – Murphy School District – Garcia School – Personal Economics – 2001
- Chairman - Homes of Hope” project – 2001, 2002 – A project of 40 Brophy dads and sons to build two houses in Ensenada, Mexico for homeless families who have 3 or more children and monthly income of less than $75.00 per month
- Chairman – Foundation – St. Barnabas on the Desert Episcopal Church – 1999 – 2001
- Treasurer – St. Barnabas on the Desert Episcopal Church – 1994 – 1998
- Jr. Warden – St. Barnabas on the Desert Episcopal Church – 1993
- Member of the Vestry – St. Barnabas on the Desert Episcopal Church – 1993 – 1998
- Member – Finance committee – St. Barnabas on the Desert Episcopal Church – 1975 – 1998
- Member – Personal committee – St. Barnabas on the Desert Episcopal Church – 1990
- Usher – St. Barnabas on the Desert Episcopal Church – 1978 – 2001
- Founding Board Member – Valley Commerce Bank – 1995 – 1999
- Board Member – Johnson Bank – 1985 – 1992
- Valley Leadership – Class of XXI – 1999 – 2000
- Volunteer - Habitat for Humanity – 2000 – 2002
- Volunteer – “Make A Difference’ Weekend – 2000 – 2001
- Member – Finance Committee – Paradise Valley Country Club – 2000 – 2002
- Chairman of the Financial Oversight Committee – 28 Million Dollar - Clubhouse Project – Paradise Valley Country Club – 2001
- Vice Chairman – Hospitality Committee – Paradise Valley Country Club – 2000 – 2001
- Board Member – Camp Rainbow – A camp for Arizona children with cancer – 1995
- Board Member – Chapel Rock, The Arizona Conference Center – 1996
- Brophy Dad’s Club – Chairman of many committees and projects 1993 - 2003
- Xavier Dad’s Club – Chairman of many committees and projects 1995 – 1999
- Soccer Coach – 1984 - 1995
RECENT ROTARY INTERNATIONAL INVOLVEMENT AND RECOGNITION
Rotary International Recognitions
- Recipient of the “Service Above Self Award”
- Recipient of The Rotary Foundation Citation for Meritorious Service Award
- Greg and Pam are both Arch C. Klumph Society Members - Chair's Circle
- Greg and Pam are Multi Paul Harris Fellows, Paul Harris Society Members, Rotary Foundation
- Sustaining Member, Bequest Society Members, and Major Donors. All members of the family and grandchildren are Paul Harris Fellow
Rotary International Level Positions
- Trustee of The Rotary Foundation 2022 - 2026
- Vice Chair of The Rotary Foundation 2025 - 2026
- Member of the Rotary Foundation Executive Committee
- Rotary International Director 2014 – 2016
- Vice President of Rotary International 2015 – 2016
- Member of the Rotary International Executive Committee
- President’s Representative for Rotary International over 20 times
Rotary International Level Committees
- Chair of the Rotary Foundation Investment Committee
- Chair and Vice-Chair of the Rotary Foundation Finance Committee
- Chair and member of the Working Group to Review Joint RI/TRF Committees
- Trustee Liaison to the Rotary International Board of Directors
- Trustee Representative to the 2025 Council on Legislation and Resolutions
- Member of the Committee Selection Task Force
- Trainer / Facilitator of 2023 - 2024 Trustees to the Rotary Foundation
- Trustee Liaison to the Rotary Joint Technology Committee
- Member of the Rotary Participant Experience Committee
- Member of the Rotary Foundation Program Committee
- Member of the Rotary Foundation Funding Model Committee
- Member of the Working Group to examine the Enhancement and Expansion of the Current Grant Model
- Member of the Strategic Initiative Workgroup Committee
- Liaison to the Rotary Operations Review Committee
- Three – year term as a member of the Rotary International Finance Committee
- Six – year term as a member of the Rotary International Investment Committee
- Chair of the Rotary International Audit Committee
- Chair of the Rotary International Board Council on Legislations Advisory Committee
- Chair of the Rotary International Service Above Self Award Selection Committee
- Two – year term as the Vice – Chair and four-year member of the Rotary International Operations Review Committee
- Chair of the Risk Management Sub – Committee
- Chair of the Directors (length of terms, selection process, duties) Sub – Committee
- Chair of the President and President – Elect Reimbursable Expense Sub – Committee
- Member of the Power of the President Sub - Committee
- Member of the Rotary International Election Review Committee
- Member of the Rotary International Strategic Planning Committee
- Member of the Rotary International Council and Board Committee
- Member of the Rotary International Board Governance Committee
- Member of the Rotary International District Governor / Director Allocation Committee
- Member of the Rotary International Board Programs Committee
- Member of the Rotary International Workgroup to examine Rotary’s current International Convention Model
- Established and Chaired the Gulf Coast Disaster Relief Donor Advised Fund
Rotary International Training Positions
- Two – years as a Rotary International Training Leader at the International Assembly (2nd year where Greg and Pam served as the Hospitality Host)
- Rotary Foundation Future Vision Training Leader
- Two – years as a Rotary International Director – Elect Trainer
- Moderator of the Regional Leaders Training Institute in 2020 and the Assistant Moderator in 2019
- Chair of America West Zone of the Rotary Leadership Institute – establishing the Rocky Mountain Division and the Lone Star Division – training seminars for all Rotarians in the western part of the United States
- Assistant Chief Sergeant at Arms at the International Assembly
Zone Level Positions
- Three – year term as a Regional Rotary Membership Coordinator where he chaired the very successful Rotary International Presidential Membership Conference in Phoenix, Arizona
- Three – year term as a Regional Rotary Foundation Coordinator for Zone 27 where he assisted many Districts in establishing Million Dollar Dinners. He also established a campaign that created 538 Paul Harris Society Members in one year.
- Rotary Foundation Major Gifts Advisor where he established his District’s Million Dollar Dinner raising over $3,100,000 for the Rotary Foundation in one night.
- Chair of the Zone 21b & 27 Institute in Albuquerque, New Mexico
- Chair Four Zone Institutes (two while a Past Director of Rotary International)
District Level Positions
- District Governor – 2003 – 2004
- Group Study Exchange Leader to District 3790 – Philippines in February 2006
- District’s representative to the Rotary International Council on Legislation
Recent Testimonials:
A Rotary Moment: A Very Special Rotarian Greg Podd returns to Texas for District Training
Kris Nordstrom McBride
Feb. 7, 2020
Rotary has been blessed over its 100-plus year history to have had literally thousands of VSR - Very Special Rotarians - among its ranks. These are super star men and women who truly have a servant’s heart and have given much of that heart - plus their time, talent, and treasure - to make the world a better place. Over the weekend of Jan. 31 through Feb. 2 we were honored to have one of those people in our midst to work with us at our “Rotary Super Heroes” District Training. We send a big Montgomery County thank you to Rotarian Greg Podd and his wonderful wife, Pam.
Greg, a born and bred Texan, graduated from Texas A&M University before setting out on his career path as a CPA and raising a family with Pam. They now split their time between homes in Phoenix, Arizona and one of my favorite places in the country, Evergreen, Colorado. It was nice to have this native son with us, who told us several times “I love being back in Texas and it’s nice to hear ‘ya’ll’ spoken again”.
Greg’s Rotary life has been led with accomplishments since he joined Rotary in 1982. He quickly rose through the ranks in his club, then in his District and Zone. His talents did not go unnoticed by Rotary International, and for the last decade he has been serving in various positions within RI, including current board positions on both the Rotary International and The Rotary Foundation. But even with all his accomplishments and honors, it was a 15 minute presentation and a personal story that won my heart and those of many others during our time together.
In 2006, Greg led his District’s Group Study Exchange (GSE) to The Philippines. GSE was a fabulous RI program that paired a group of young professionals from one district with a similar group from another part of the world. For 3 to 4 weeks, the groups exchanged places, visiting the other’s country, staying with Rotarians and soaking up local culture and business practices. As with much of what Rotary does, the underlying theme of these visits was peace and acceptance - the more we know and appreciate different cultures and traditions, the more tolerant and understanding we are.
Greg showed us a slide of an adorable young girl who was maybe 5 or 6, dressed in bright clothing and standing in front of some beautiful foliage. A typical vacation type shot. Then he told us the story behind the photo. “I don’t know her name” he said “but we were with our guides, exploring her village. I brought small toys with me to hand out to the children - tiny trinkets of good will. They would tug on my pant legs as I walked through the dirt streets. It was a little disconcerting at first, but then our guide explained that seeing Americans brought them hope for the future, so they wanted to touch us and ‘receive’ some of that hope.”
He went on to tell us that explanation made sense to him and he was comfortable then, understanding what was going on. A short while later he felt that tug on his leg again, and turned to see this little girl. They smiled and visited for a short while, not able to speak one another’s language, and then she reached for Greg’s hand and touched it to her forehead. “I had no idea what this was about” Greg shared” but when I looked up at our guide for an answer, his eyes were filled with tears.’She is giving you the only thing she has’ said the guide ‘with that gesture, she was giving you a blessing’.”
Greg told us his eyes filled with tears then too, and I noticed he had to pause for a moment when he told this story, the emotions returning. I chatted with him later in the day and as we spoke of the story, tears welled up again for both of us.
This is a man who has literally raised millions of dollars for Rotary; he has pretty much met every notable Rotarian in office for the last decade, entertained people from all over the world, received just about every award given by Rotary, and has made personal financial contributions that have made he and Pam members of The Arch C. Klumph Society, Rotary’s group of largest donors. And still he was brought to tears by the simple action of a child, whose name he will never know. THAT is the heart and soul of Rotary.
Thank you, Rotarian Greg, for being who you are. May life continue to bless you and Pam and your family again and again.