Re-Elect
Re-Elect
Brother Frederic Roots
Brother Frederic Roots
Candidate for Senior Province Vice-Polemarch
Candidate for Senior Province Vice-Polemarch
"Strengthening our Bond
One Brother at a Time"
- Fred Roots
Embedded Files
Seattle (WA) Alumni Chapter (W)
Gamma Alpha Spring '02
Berkeley| S.F.S.U| U.S.F
510 485-8318
Frederic.roots@gmail.com
Professional Experience
Professional Experience
Managed a $60-million portfolio for a Fortune 500 company
+16 years - Financial Profit and Loss Management
+20 years - People and Operations Leader
+25 Years - Customer Service Experience
Experienced in contract negotiations
Experienced cross functional business leader supporting US, Canada, Europe and China Markets
Experienced Community Organizer
Experienced Diversity, Equity, and Inclusion Practitioner (D.E.I)
Co-founded a Black Political Action Committee (PAC)
Co-founded Events Management Company
WRMSDC Board of Director [2021- 2022]
Current Role- Associate Director of Systemwide Procurement, Compliance and Policy for the University of California, Office of the President
B.A Political Science | LinkedIn Profile: Click Here
Fraternity Roles and Recognition
Life Member of Kappa Alpha Psi Fraternity, Inc. [2021- Present]
Sr. Advisor to the Grand Keeper of Records and Exchequer [2020 - Present]
Senior Province Vice-Polemarch [2023- Present]
W.P. Keeper of Records and Exchequer (KORE) - [2021- 2023]
W.P. Assistant Keeper of Records and Exchequer (AKORE) - [2016 -2021]
Board of Directors - Seattle Alumni - [2020 - 2023]
Co Chair Seattle Greek Picnic for NPHC, (raised over 20K)- [2019 - 2022]
Chapter Advisor to Gamma Eta [2019 - 2022] Undergrad Recognition (<<Click)
Western Province Randall C. Bacon Awardee [2019]
Polemarch of Berkeley Alumni [2016 - 2017]
WP Large Chapter of the Year (Berkeley Alumni) [2016 - 2017]
WP Guide Right Chapter of the year (Berkeley Alumni) [2016 - 2017]
National Guide Right Chapter of the Year (Berkeley Alumni) [2016 - 2017}
5-W.P. Reclamation Chapter Awards- Chair (Berkeley Alumni) [2012 - 2017]
Undergraduate Province Board Member & Lt. Strategus (2002 - 2005)
Bay Area Community Projects (501(c)3) for Berkeley Alumni
Vice Chairman of Board [2020- Present]
Board of Director [2009-2020]
Kappa League Mentor [2009-Present]
Black and White Co-Chair [2008]
Scholarship Committee [2007-2012]
Charter Day Committee [2007-2015]
Turkey Drive Committee[2007-2017]
Toy Giveaway Committee [2007-2017]
Health Fair Committee [2007-2017]
Housing Committee
AKORE Office Accomplishments
Lead a special committee to grow UG Chapter participation in our Province donation program for UG assistance. Growing from 1% -40% chapter participation
Successfully supported and owned Province Chapter Certification in 2020 with 88% chapters reporting
Created a digital folder to house all Western Province Meeting Minutes
Successfully served on Province Audit Committee per bylaws, ensuring ethical financial stewardship was performed for the Province.
Western Province Keeper of Records and Exchequer Accomplishments 2021-2023
Operational Integrity
Created a shared financial roster and a Kappaorg.com account status tracker for each chapter of the Western Province.
Created a Central Financial Roster for the Western Province, to provide brothers with a single source-of-truth for any local dues paying brother in our Province.
Collaborated with WP BOD to institute a New Data Retention Policy.
Initiated 5 unclaimed property claims, seeking to return over $2000, in funds from old Western Province Accounts.
Responded to all audit recommendations from the 74th WPC, and 75th WPC respectively
Automated the office of Keeper of Records for the Province and all local chapters within Kappaorg.com.
Foundational Tools & Member Experience
Successfully integrated Province financial detail into QuickBooks Online Advanced for longevity removing previous manual processes.
Implemented an electronic reimbursement submission google form, enhancing receipt cataloging.
Deployed access to Zelle & Cashapp for electronic membership transactions- to avoid PayPal fees to chapters and brothers, respectively.
Closed dues gap between Local Chapters and Province from 85% to 92% in '21-'22 year- by adding more rigor to our dues tracking process.
Prepared and filed taxes for Fraternal Year Ending in '20, '21, all which were accepted by IRS.
Successfully underwent two consecutive audits by the WP Audit Committee with no material changes requested, and all monthly reconciliations agreeing with our bank statements from both Wells Fargo and PayPal.
Efficiency & Scale
Enrolled Province into a IHQ financial template pilot that:
Standardized our chart of accounts with IHQ.
Automatically streamlined required Province reporting to Grand Chapter.
Allowed the Province to get a competitive rate for QuickBooks Online Advanced electronic bookkeeping.
Created and organized a Province repository (Google Drive) for all WPC Committee Chairmen & Officers to house final reports, to share and build upon learnings for future office holders.
Partnered with Kappoarg.com and provided user insights and direction to enhance chapter roster management functionality- allowing for an increase in reporting accuracy to the Province and IHQ, from our local chapters. This work resulted in the following:
Ability to add non Kappaorg account brothers to a chapter roster in Kappaorg.
A digital dashboard that counts the number of brothers in a chapter, and how many of those brothers that have paid at each level of the fraternity.
The ability for all brothers to see their own fianancial status and the financial status of every bother at every level of the fraternity in Kappaorg.com.
Created a Province officer only view, that shows every chapter's member count and size category based on dues paid on all 3 levels from that chapter.
Senior Advisor to the Grand Keeper of Records & Exchequer (GKORE):
Accomplishments 2020-Present
Project Managed and provided thought leadership and strategy to the Bi-furcation Task Force. This effort help propose language and rationale to split the office of the Grand Keeper of Records and Exchequer for the Fraternity. This was successfully passed at the 85th Grand Chapter Meeting and the newly established office of the Grand Keeper of Records will be elected at the 86th Grand Chapter Meeting.
Project Managed and provided thought leadership and strategy to the Social Media Task Force effort, resulting in a revamped instructional guide to approaching Social Media in our Fraternity.
Project Managed and provided thought leadership and strategy to the Form 990 (IRS Form) Task Force. This established resources and a decision tree designed to help chapters across the fraternity better understand the IRS Form 990 chapter filing requirement and its process.
Co -created with the GKORE executive team the Centralized Financial Reporting System & Information Systems (CFRIS) initiative. This initiative is designed to move the work of all fraternity exchequers into an electronic bookkeeping system called QuickBooks Online. Additionally, the initiative also includes helping all chapters meet its required fianancial reporting obligation to IHQ, by automating and streamlining that fianancial information into a Standardized Chart of Accounts for IHQ.
Co-created with the GKORE executive team the CFRIS presentation and successfully proposed the initiative to the Grand Executive Team, which was approved by that body to be sent to the Grand Board. We then made the proposal to the the Grand Board of Directors which received a unanimous vote of approval from the Grand Board, in February 2023.
Co-created with the GKORE executive team a standard agreement for contracting suppliers to perform services for our fraternity, which was reviewed and adopted by our General Counsel.
Successfully vetted 3 Suppliers and got approval to use a Black Owned Business to support the rollout and implementation of the CFRIS Initiative.
Successfully served on Implementation team of the CFRIS initiative supporting all 12 provinces with onboarding and presently have achieved a 70% adoption rate fraternity wide. We expect to see the fraternity 100% complainant by May 2024
Be sure to check out: My Vision My Goals My Personal Guiding Principles
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