As Director of Strategy & Corporate Development at Lumio, I lead initiatives that drive the company’s strategic vision and corporate growth. My focus includes guiding strategic planning, identifying and capitalizing on new market opportunities, optimizing operational efficiencies, go to market strategy, and managing corporate development activities such as mergers, partnerships, and growth strategies. Working closely with executive leadership, I ensure alignment between strategy and corporate objectives, creating long-term value for the organization and its stakeholders.

- Post Merger Integration activities to organize teams, mitigate risk, establish the operating model, retain key employees, and celebrate.- Reduced expenditures by 22% with an annual savings over $3MM in year 2022 and $7.7MM in year 2023.- Coach teams through strategic partnership selection, build high performing teams, establish process and deliver value quickly and often.- Software manager negotiating all software contracts, pricing plans, and maintain relationships.- One unified tech stack and consolidated many core systems in under 1 year including Workday, Netsuite, Salesforce, Nice CXone, Google, and many more.- Created an accurate annual cash flow forecast for the Chief Finance Officer and Chief Technology Officer.- Established a company Software SaaS committee and created a governance process for procurement, evaluation, change management, and adoption of all new software.My role is to merge 5 companies into 1 company, build strategic partnerships, lead out on strategic portfolios and programs, and manage all software at Lumio. Through continuous business transformation and adaptation to the needs of the industry we delivery value quickly.Lumio is the result of a large merger and acquisition of five leading regional U.S. residential solar providers: Atlantic Key Energy, DECA, LIFT Energy, Smart Energy Today, and Our World Energy. Something that's never been done before, 5 major solar companies merged at at one time. Lumio is blazing the trail for many M&A activities.

Portfolio management for Enhance the Customer Experience and Connection to Grow our Consumers which includes multiple programs: Loyalty Rewards, Ecommerce Enhancements, and Customer Care.Program management for Enterprise Governance: Guidelines for Evaluating Technology Strategy & Risk which includes many projects around managing our enterprise architecture.J. Adam Carpenter is a manager of agile practice, organizational agile coach, and senior scrum master at Nu Skin Enterprises. Adam has a proven history of management coaching and mentoring a team of scrum masters. He builds high-performing teams following agile principles across the entire organization. He is a servant leader with over a decade of experience working in all scrum roles from team member, to product owner, and scrum master.Adam is a Professional Certified Scrum Master, Product Owner, Certified Scrum@Scale Practitioner and PMP certified practitioner aiming to leverage his experience and expertise into delivering value to customers early and often by following the scrum pillars of transparency, inspection, and adaption. He is best at helping everyone adopt and understand Scrum theory, practices, rules, and values.Adam volunteers his time with Utah Agile. Their mission is "Uniting & Empowering Utah's Agile Community," one person at a time. We do it by facilitating networking, collaboration and mentoring options across the state for any who wants to participate. Just recently the term ended, but Adam also participated in the The Northern Utah Chapter of the Project Management Institute (PMI NUC) and served as the VP of Member Services leading disciplined agile, networking, and mentorship programs.

• Manager of scrum masters• Agile coach to all scrum teams and the organization. Mentor to equip all teams with the knowledge, tools, techniques, and framework to embrace agile practices.• Scrum of Scrum Master (ART equivalent in SAFe) servant leader to 8 scrum teams aligning to a single product goal.• Scaled agile framework to scale 25+ scrum teams globally to common agile practices, metrics, KPI’s, and product increment decomposition. (Scrum@Scale).• Single enterprise backlog created in Workfront and Jira for all initiatives to unite scrum teams with the organization’s vision and annual objectives.

• Agile Coach to both scrum team and organization.• Sr. Scrum Master for two scrum teams and agile coach to all the technology organization.• Product ownership built from scratch promoting many functional analysts and hiring for product owners.• Agile scrum definition for Nu Skin and point person to set up agile scrum teams with product owners, scrum masters, and the right team size.• Sales Event Platform online flash sale project with over 10 major sales events ran successfully with no outages generating over $9 million in revenue in 2 weeks.• AWS Cloud Migration migrated over 100 tomcat applications and 18 servers. Planned, executed, and clearly defined the work to move Adobe Experience Manager (AEM) auth and pub servers, config and data from on prem to the AWS cloud.• Commercetools Innovation contract negotiation, vendor management, onsite training, and team coordination to purchase and implement a new cart and checkout component for nuskin.com.

• Scrum Master for a team working on cart and checkout improvements including sales and promotions and product owner for convention registration and mobile app development.• Sales and Promotions coach and coordinator for one of the most successful projects at Nu Skin called Limited Time Offer (LTO) events generating close to $600 million in sales volume in under 1 year.• Convention Registration product owner for team. Found and implemented a new convention registration tool and lead a team to build a mobile event app. This event had over 10,000 attendee registrations making the company more than $3.5 million in revenue.

• Scrum Master role introduced and started working through a department agile transformation from Sr. Business Systems Analyst to Scrum Master• Business Systems Analyst to support, debug, and train global markets on the Adobe Experience Manager (AEM) platform by overseeing and releasing regular enhancements and bug fixes.• Jira and Confluence discovered, trained, evangelist, and the Nu Skin admin for the Atlassian suite.