I help accounting firms achieve extraordinary ROI through industry specialization and outstanding client experience. I can help you build, launch and execute an industry strategy or client experience plan customized to your firm so you can turbocharge growth.SPECIALTIES: Industry specialization, client experience, talent development, industry go-to-market strategies, leadership management and coaching, thought leadership development, client engagement and retention, team building and inspiration.

Long-term contract role coaching and supporting GT's national industry strategy and execution.

I'm bringing a strong industry focused approach to client service excellence at Marcum LLP, as a member of Marcum's C-Suite executives. Marcum's deep industry expertise is viewed as a primary asset, as we delivery value to clients, and leverage this expertise across all Marcum offices.

Leading Industry Groups and Client ExperienceAccelerating achievement of EisnerAmper's growth and development goals for the firm, for clients and for its professionals, by raising the bar Client Experience particularly through advancement of industry capabilities and focus across offices and service lines.

I built national, cross-functional industry practice groups from 80+ independent, disparate offices. While doing so, I led, trained, mentored, and motivated team of 4 dedicated professionals to peak performance levels in managing the RSM national industry program, and drove the success of 100+ dotted-line reports across diverse internal support departments. ► I tripled industry practice participation, bringing it from 25% to 75% across all 3 LOBs in just 5 years. To do so, I shared knowledge via intranet portals and onboarded subject matter experts (SMEs) to engage new audiences.FOR 14 INDUSTRY PRACTICE GROUPS, I BUILT INDUSTRY LEADERSHIP TEAMS, PROCESSES, AND STRATEGIES: – While leading and mentoring project managers/teams to achieve ambitious goals, I identified, coached, and collaborated with national sector/industry leaders. – To accelerate external growth, significantly improve marketplace eminence, and strengthen industry capabilities, I built a visionary industry training program. – I customized growth plans that integrated industry practice objectives with LOB strategies after obtaining buy-in from leaders across the matrix.INDUSTRY CONTINUING PROFESSIONAL EDUCATION:Over the past 2 years, I maximized skillsets of 2,000+ RSM professionals by introducing a continuing education program, which included the groundbreaking Industry Proficiency curricula. I led the design and delivery of 200+ credit hours via industry courses offered through 6 annual RSM training conferences. In fact, I designed industry courses that averaged 4.75 on a rating scale of 1-5.

While maximizing the performance of 100+ indirect reports, I spearheaded the strategy to expand RSM’s national Industry Program. I built a collaborative management team with standard policies/procedures and intranet architecture across Assurance, Consulting, and Tax LOBs. By enhancing career development opportunities and industry-focused experiences, I transformed RSM’s culture. I also designed and flawlessly executed McGladrey’s GTM strategy.► For 9 industry leadership teams, which were comprised of senior partners, I successfully developed strategy workshops.► By developing industry intranet portals, I enabled the sharing of intellectual capital across LOBs and geographies.► I ensured the success of diverse client groups by offering valuable industry insights and building teams of trusted advisors. I devised substantial growth plans proven to be effective in different target industries and priority sectors. ► Significantly improving collaboration across office locations and cross-functional divisions, I optimized internal communications, championed industry strategy, and promoted resources. I ENABLED INDUSTRY KNOWLEDGE MANAGEMENT THROUGH RSM INTRANET: I designed standardized, enterprise-wide intranet portals used across 80+ internal offices that replaced 1,500+ inconsistent, narrowly shared sites. By empowering professionals with industry tools and resources, I improved sales/services. Site usage grew 700%+ (from 650 users to 5,300 users), site views increased 400%+ (from 7,350 hits to 37,240 hits), and 9 industry sites expanded into 35, including 20 sector sites, between 08/2011 and 03/2017.

By introducing and sharing best practices, I significantly improved training quality, operational efficiency, and the change management approach. I trained and supervised 4 employees and 100 program facilitators while overseeing the delivery of highly informative and engaging training programs. I cultivated strong relationships with key leaders/stakeholders, and earned certification as a Deloitte Faculty Excellence “Train-the-Trainer” Facilitator.► I delivered 300+ learning events, servicing 6,000+ practitioners, as well as a new-hire orientation program for 2,000+ employees in 2010.

I developed the Real Estate Industry practice, building brand eminence in the marketplace and obtaining executive buy-in for critical tactical plans. While doing so, I directed and collaborated with industry leaders and leadership team, as well as marketing/PR managers, to to develop comprehensive promotional campaigns that included event sponsorships, thoughtware publications, thought leadership articles, webcasts, website features, digital marketing, and academic partnerships. I managed and mentored 8 staff members in the United States and India, building and steering cohesive cross-functional teams while leading full project lifecycles. I also facilitated quarterly growth-strategy workshops for the Real Estate leadership team composed of senior partners.► I created a communication plan that effectively connected global practices while supporting practitioners across international Deloitte organizations.► While developing and managing an intranet portal, supporting 1,000+ industry professionals, I increased industry intranet use 10-fold. ► I established a learning council for partners, which included e-learning modules, instructional webcasts, live training events, and onboarding materials.

I streamlined consulting project workloads, drafted consulting proposals, and led collaborative teams to consistently win new business and exceed clients’ expectations. While doing so, I successfully managed/completed significant process improvements, system selections, portfolio optimization initiatives, and divestitures for major organizations.