Allison Patterson Email & Phone Number

Williamsburg, Va, Us

Utah, United States

Connor Group is a specialized professional services firm of Big 4 alumni, and industry executives and technology architects. Our team of highly experienced professionals assists financial executives with their most complex business needs, including Accounting Advisory, Digital Solutions, Financial Operations, IPO, M&A, and Managed Services. My role is to lead, develop, and enhance the firm’s learning and education programs and infrastructure.

Remote

Work with senior Industry leaders to develop a learning strategy and curricula roadmap that enables the business's strategy across 30+ industries.- Designed a four-level badging program with 16 industry-specific tracks that develop industry acumen, cultivate Value Architect behaviors, and allow for alternative career paths that encourage employees to explore and specialize in a specific industry.- Planned and delivered one full day of the content of a 2.5-day conference for 2700 managers and above to teach the why, what, and how of leading with Industry. This included scripting the general sessions, panel interviews, and presentations and designing interactive breakout sessions that used Human-Centered Design to understand real client problems and craft creative solutions. This session resulted in booked business that created a 43% ROI.

Williamsburg, Virginia, United States

ChefsGO is a self-funded workforce development program that provides an accelerated and affordable culinary arts education to adult students of all ages and helps fill vacant positions with quality trained help for the participating restaurants. The 13 weeks of intensive classroom and lab training teach the trade fundamentals. Following that, students were placed in a 13-week mentorship with a Williamsburg area Chef. • Coordinated and co-instructed an annual cohort of 15 adult learners • Developed curriculum; prepared class sessions; secured sponsors, donations, and scholarships; produced marketing comms plan and materials; coordinated Chef instructors, enrollment, logistics, and budget.• Utilized a flipped classroom approach and created eLearning modules in Canvas LMS to deliver lecture content prior to lab classes.• In 2019, ChefsGO won a Community Economic Development Award (CEDA) that recognizes communities' best practices and exceptional contributions for efforts in business retention and expansion, business recruitment, community development, and community involvement.

Houston, Texas, - Remote

AcctTwo (acquired by Baker Tilly) was the #1 Sage Intacct Partner and provided Technology, Professional Services/Consulting, and Business Process Outsourcing to transform clients' businesses. • Supported the organization's strategy by collaborating with stakeholders to identify gaps and create solutions addressing leadership, soft and technical skills, DE&I, DISC, and onboarding.• Worked with our HRBP and leaders across the organization to build a leveled competency model/skills matrix for each role.• Administered Cornerstone on Demand- Performance & Learning Management (LMS) and managed the implementation and migration to Bridge Performance and Learning Experience Platform (LXP) to track skills inventory, identify gaps, and use AI to suggest learning content.• Created a template for monthly 1on1s and designed a goal-setting process that aligned individual goals with team and company objectives. Enabled a coaching culture, elevating managers from task drivers to coaches seeking to develop individuals and propel their teams.• Designed digital learning assets in Articulate 360 (Rise, Storyline), PowerPoint, Vyond, Camtasia, and Audacity.• Prepared learning assets in various modalities: video tutorials, eLearning, Instructor-Led (ILT), Virtual Instructor-Led (VILT), blended learning, job aids, QuickStart Guides, and User Manuals.• Applied adult learning theories and practiced Instructional Design methodologies such as ADDIE/SAM, Bloom's, Kirkpatrick's.• Ensure all applicable courses and training meet requirements set forth by the State Boards for Public Accountancy (TSBPA, NASBA) for CPE program sponsors.

Remote

Philadelphia, Pa - Remote

-Helped to launch the new company (WorkMerk formerly The Hub) and architect the technology around the new concept.-Rebuilt the company's technology infrastructure following the separation from The Hub/Convene (Salesforce CRM, Ring Central, Conga Composer, and Sertifi).-Implemented and administered (2) Learning Management Systems (LMS).-Worked with clients to optimize their onboarding, training, and retention strategies through engaging and interactive eLearning and mobile applications that remind, reinforce, and reward.-Used Articulate Storyline, Vyond, Adobe, PowerPoint, and a variety of other tools to create eLearning courses, Microlearning modules, product explainer videos, and product/services demos.-Followed instructional design best practices using the ADDIE model to deploy solutions.-Consulted with potential and existing customers to identify their pain points and develop solutions that exceeded their expectations.-Developed a core library of 24 soft skill courses in 6 weeks.-Managed a team of instructional designers.-Developed and executed an L&D strategic plan for both our internal and external customers.-Created standard operating procedures, master services agreements, and statements of work.-Worked with DevOps to identify new features and prioritize product roadmap.-Created company product sheets, product videos, and training materials to educate internal and external audiences.

Williamsburg, Virginia, United States

Started my own consultancy helping small to mid-size businesses (SMBs) optimize their end-end tech stacks and streamline business processes.• Managed and supported (9) full-cycle implementations of Salesforce.com Enterprise Edition.• Managed 300+ users with various profiles and permission sets.• Implemented new functionality, features and integrated 3rd party applications to improve business processes.• Developed custom reports and dashboards and performed data analysis and audits.• Proficient in creating custom objects, using validation rules, workflow, and Process Builder to maintain data integrity and optimize efficiency. • Performed data cleansing, mapping, and migrations using Data Loader and advanced Excel functions.• Provided ongoing support, generating monthly recurring revenue with a Virtual System Admin service.

New Yor, Ny - Remote

Following the acquisition of The Hub by Convene, merged two companies together (12 entities) from a systems perspective with a focus on Salesforce and Intacct ERP as well as multiple 3rd party applications.

Philadelphia, Pa

Reported directly to CEO & COO - Oversaw 4 conference centers, and led 5 departments: Operations, Technology, HR, Accounting, and Facilities. Financial: Responsibilities included CapEx planning, creation, and monitoring of budgets and P&Ls, served as a backup to our staff accountant for accounts payable/receivable. Designed and managed the custom integration between Intacct (accounting system) and Salesforce (CRM). Established all accounting standard operating procedures.IT: • Implementation, customization, administration, and training of all company software systems to include: People Matter (HR), Intacct (Accounting), Delphi.fdc on the Salesforce platform (CRM), Bar Cloud (Audio Visual Asset Management), Treeno (Cloud Storage) Microsoft 365 (Email, MS Suite), Merchantlink (Credit Card Virtual Terminal) Sertifi (Digital Signatures and Credit Card processing), Revel (POS and Food Inventory), Social Tables (Event Diagramming), and Unifocus (Customer Survey)• Manage all employee computers and system access to include computer imaging, set up of new employees, and termination of employees in all company systems.HR: Provided direction to HR Generalist for all recruiting, hiring, discipline, terminations, and employee events. Created company policies.• Restructured all job positions, descriptions, titles, salary ranges, and reporting structure in 2013.• Reduced employee turnover by 45% from 104.9% in 2012 to 59.7% in 2014.• Implemented PeopleMatter HR software, automating the employee lifecycle from candidate management, onboarding, and training, through separation.• Mitigated company exposure by creating policies where none existed and established an annual policy review.

Williamsburg, Va

Oversaw Catering Sales, Conference Services, Destination Services, Banquets, and Audio Visual with financial responsibility for 3 P&Ls and a staff of 60.- Planned and executed all events and catering for the LPGA Kingsmill Championship Golf Tournament.- Planned events for the Democratic Caucus and the White House.- Handled 35 full-service weddings per year, Increased wedding revenue by 20% over 2011 with the same number of weddings.- Planned events of up to 800 people. Planned weddings up to $150K and corporate events up to $450k.

Williamsburg, Virginia, United States

Oversaw the front of the house operations of 11 outlets to include 4 restaurants, 2 bars, coffee shop, Room Service, golf course snack shop, golf course "On A Roll" carts, and pool. • Financial responsibility for 13 P&Ls and staff off 100 off-season and 300+ in season.• Led recruiting for 200 seasonal workers annually, and organized an annual job fair.• Worked with General managers of each restaurant to standardize training guides for each outlet.• Implemented and Instructed food & beverage onboarding which included TIPS, ServSafe, Micros POS customer service training, and Preferred Hotels standards.

Williamsburg, Virginia, United States

• Developed a banquet training program that included hands-on classroom training, 5-day job shadowing, topic checklists, train-the-trainers, supervisor training, quarterly refreshers, and “Banquet Olympics” an annual team-building event.• Improved employee opinion survey scores in the year following the launch of the banquet training program (went from lowest-scoring department to top!)• Instruct ServSafe Food Safety classes, 8-hour in-person training, and certification by the National Restaurant Association.

Bachelor Of Applied Science Degree, Foodservice Management, Gpa 3.68

Activities and Societies: Dean's List, Magna Cum Laude, Golden Quill Honor Society

Associate Of Applied Science Degree, Culinary Arts