ADVISORY SERVICES
The Advisory Services Department is managed by D’Anna Elsey, Chief Operating Officer & Director of Investments. Dudley Ventures is frequently engaged by developers, non-profits and institutions to bring tax credit equity and debt financing to complex transactions. Often, these transactions involve multiple financing layers and require the monetization of public subsidies, such as tax increment financing.
Ms. Elsey has been with Dudley Ventures for over 10 years. Ms. Elsey has a B.S. in Psychology from Arizona State University and was a National Presidential Scholar, graduating Magna Cum Laude.
COMPLIANCE
We are experienced and committed to adhering to all compliance requirements of the various tax credit programs we are regularly engaged with, including IRS regulatory compliance and reporting requirements with governmental agencies, where applicable. In addition, we participate in industry working groups to maintain "best practices" for our fund reporting activities.
FINANCIAL REPORTING & ACCOUNTING
The Financial Reporting and Accounting Department is headed by our Chief Financial Officer, Barb Beaudoin. FRA's activities cover the entire breadth of reviewing, monitoring, managing and reporting of transactions across a multitude of asset classes, including community facilities such as hospitals and schools, business lending including small businesses in loan funds and specialized lending to wind farms, solar and other renewable projects. Dudley Ventures is able to provide services to investors and all other parties with in-house expertise in areas of bookkeeping, accounting, tax and audit requirements to ensure fully compliant transactions.
Karen Reen, Controller, joined Dudley Ventures in June 2010. Ms. Reen is responsible for overseeing the Investor Reporting for the Company including asset management, loan servicing, debt servicing and financial accounting for Federal and State Tax Credit programs. In her role at Dudley Ventures, Ms. Reen has also been assigned special projects and has been active in several workouts and special asset structures. She holds an M.S. in Finance from Walsh College in Michigan, with 23 years of experience in accounting and finance. She is a Certified Public Accountant.