Title: CPA, Socius, LLC
Department: Daverio School of Accountancy Advisory Board
As the Director of Acquisitions and Technology Services, Terry is responsible for the leadership of the Microsoft Dynamics AX ERP and Technology delivery teams at Socius. Terry also leads the Socius Partner Service Programs which involves building the Socius Affiliate Network as one of only three Microsoft Dynamics Master VARs, or Value Added Resellers, in the US.
Terry started his career as an auditor and tax professional with local and regional firms in the Boston area. Terry has over 25 years of leadership, accounting and information technology experience, with global expertise in the ERP, Financial Reporting and Business Intelligence software markets in both enterprise and mid-market companies.
Terry previously served as the Business Intelligence (BI) Global Practice Leader for Microsoft Corporation. He championed and launched the BI Global Practice in 2008, the first of 12 Global Practices in Microsoft Consulting Services (MCS). Prior to this role, Terry held other roles, including Senior Director of Microsoft Customer Service and Support and Vice President of Services within Microsoft’s subsidiaries, FRx Software Corporation and Great Plains Software.
Terry graduated from Bowling Green State University with a Bachelor’s of Science degree in Business Administration in Accountancy. He is a Member of the Ohio Society of Certified Public Accountants (OSCPA), a former Committee Chairman of the OSCPA and a past Presenter and Author to the IMA and OSCPA on the topics of Business Intelligence, Financial Reporting and Technology.
Terry serves as a Board Member and Volunteer to Northern Ohio Golf Charities, the charity hosting the World Golf Championships, Bridgestone Invitational in Akron, Ohio since 1996. He is also a member of the Advisory Board for the School of Accountancy at The University of Akron.