LL35 Directory FINAL FINAL LL Lakeland Directory_17-18 | Page 7
Professional Description: coordinates, supervises, and participates in financial and
compliance attest engagements for governmental entities, nonprofit organizations,
homeowner’s associations, employee benefit plans, and other various industries. She is
responsible for monitoring and implementing her firm’s quality control procedures,
training and professional development of audit staff, and marketing and solicitation
relating to audits.
Experience & Qualifications: davis is a cpa with more than 10 years of accounting
experience. prior to joining baylis & company in 2013, she was the finance director
for a small local government, worked for a top 10 national accounting firm, and worked
for a large regional healthcare institution.
Education & Training: bachelor of Science in accounting, University of South florida
(2008); associate of arts, Valencia community college.
J ULIE A. D AVIS
Audit Director
Baylis & Company PA
53 Lake Morton Dr
Lakeland, FL 33801
[email protected]
Phone: (863) 688-8841
Fax: (863) 687-1828
Community Service: current treasurer, past president, and Volunteer, Spca florida;
“professor for a day” for accounting, florida Southern college; past technical resource
committee member, fgfoa; graduate and Volunteer teacher, emerge Serves; current
member, fIcpa and aIcpa.
Interests: going on adventures with her son to the beach, park, pool, museums, aquariums,
zoos, and various theme parks. traveling and cruising with her husband, chris.
Professional Description: leads a team of subject matter experts who define business
requirements for the systems, equipment, training, process and procedures, and physical
design of the retail customer service department. is team also manages relationships
and contracts with service vendors and governmental agencies in the seven states in
which the company operates. acts as a core team member on multiple strategic initiatives,
as the representative of publix customer Service.
Experience & Qualifications: employed by publix Super markets, Inc. for 27 years,
including 19 years in retail management and supervisory roles. experience includes
leading a large retail team as store management, training and developing retail management
in technical and so skills, and managing a team of supervisors supporting a division of
more than 260 store locations.
Education & Training: associate of arts (1996).
D ANIELLE F OGEL
Technical Coordinator, Customer
Service Retail Business Unit
Publix Super Markets, Inc.
3300 Airport Rd
Lakeland, FL 33811
[email protected]
Phone: (863) 688-1188, Ext. 52597
Community Service: board member and Volunteer, palm beach county parent teacher
organization; Volunteer, american Youth Soccer organization; pop Warner football
coach and Volunteer; relay for life.
Awards: Support associate recipient of the publix mr. george community Service
award (2015).
Interests: Spending time with her children and family, entertaining friends, games, and
the nfl season.