THRIVE Strategic Services cultivates Credit Unions for data transformation. It accomplishes this via a combination of defined business processes and education that engages credit union leadership to develop enterprise change that drives a deeper, and impactful member relationship. Success metrics include; increased revenue, product usage and improved member experience.

Big Data/Big Climb is a must-have guide for those who are looking to improve their members' lives using data. This foundational primer on data transformation uses the metaphor of climbing Mt Kilimanjaro to provide both clarity and a framework on this subject.With sections titled "Which is more mature your data or a teen," and "A Credit Union governs its loans, so why not its data" as well as "Building Credit Union Hakuna Matata" this book cuts through techno-jargon and translates data transformation concepts into a playbook for credit unions to create revolutionary member relationships.

Filling knowledge gaps on the subject of data and accelerating industry knowledge.

Developed consulting capabilities which cultivated credit unions for data transformation and data management solution success. Educated the industry marketplace on data transformation and its impact to improve members lives.Deliverables included the development and execution of consulting offerings that delivered; o Member centric use caseo Best practice data governance and business intelligence o Organizational data culture change with an emphasis on execution of member-centric solutions Accomplishments:Held over 80 onsite workshops to nearly 600 credit union leaders who collectively participated 3,300 hours of transformational consulting that delivered the following results.o Credit union leadership team culture transformation from silos to cross-functional data-consuming member-centric innovatorso Established foundational data governance practiceo Developed member-centered data use case and strategic roadmapo Average session rating 9/10Presented at over 20 credit union conferences and webinarsFacilitated user-group testing and feedback sessions that resulted in increased product usage and adoption.

THRIVE Strategic Services works with credit unions to develop transformational business strategies designed to allow those credit unions to thrive in a competitive, highly regulated and disrupted business climate. The anchor product, The Transformation Process, is a strategic business process that harnesses available big data and consumer behavior models to develop transformational business strategies for goal attainment within reach and within the capabilities of the credit union.

Responsible for aligning market insights with technology trends to optimize commercial execution of Fiserv solutions to the Credit Union market.

Developed and launched an organization diagnostic process that translated qualitative and quantitative data into successful business strategies. The process, called Business Strategies 360, analyzed 4 key strategic organization growth areas:1) Human Capital (staff and members)2) Performance Landscape (financial/competitive/ product/price)3) Delivery Channel (electronic and brick and mortar)4) Member/Customer Engagement (current member/new member usage)Deliverables included:• Member, employee and prospect surveys• Big data analysis• Transactional data analysis• Key competitor analysis• Product/channel and rate gap analysis• Channel profit analysis • Current member engagement analysis• New member onboarding analysis• Millennial market analysis• Branch feasibility • Member lifetime value analysis• Single service conversion analysisBusiness Strategies 360 results highlights:• Highest loan growth in the history of the credit union client• Increased member engagement• Increased member and employee satisfaction • Decrease of organizational silos• Improved efficiency ratio

Managed all areas of Marketing. Responsibilities include product development and launch, ecommerce & electronic delivery channels, market research, strategic planning, brand management, retail merchandising, public relations & media buying.ACCOMPLISHMENTSSuccessful introduction of innovative paperless branch• Concierge technology• Video merchandising• Touchscreen kiosks • Tablet Teller platformSuccessful launch of Social Media (2012) - Resulting in active member engagement on Facebook and Twitter - Increased marketplace awareness and positive Yelp reviews 
Launched Future Innovators Scholarship Program (2012) -In partnership with the Columbia Memorial Space Center to encourage the desire for education in sciences among local students. Increased overall loan growth (auto, credit card and home) during tenure.

Managed all areas of Marketing. Responsibilities include product innovation, development and launch, brand management, market research & analysis, pricing, promotion & positioning, market needs assessment, merger feasibility, strategic planning, advertising & creative management, media relations, innovation catalyst, creative problem solving, & collaborative leadership.ACCOMPLISHMENTS:• Consecutive year-over-year loan growth during 13-year tenure• Successful launch of the following: * Social Media program (2012) 
 * Mobile Banking (2011) 
 * Remote Deposit Capture (2010) * New, online banking system. (2009) 
 * Website Design (2001, 2004, 2007, 2010)• Held lead roles in the 2003 & 2005 credit union merger implementation. 
• Implemented successful corporate re-brand with an 87% member satisfaction rate. (2008) 
• Lead innovation development resulting in innovation session: Consumer decision buying model: Auto loans (2009) Resulting in 35 new auto loan 
ideas.• Development and launch of a virtual auto loan branch (2011) Creation of weekly, online auto sales platform. First-month auto loan volume reached a 24-month high. • Leveraged Credit Union marketplace position via successful promotion of cause marketing events. - 2007 wildfires, implemented 0%, $10,000 fire victim loan. Received media coverage (valued at $50,000) - Implementation of skip a loan payment program to help members during 2001 energy crises. Received media coverage on all major networks, radio, and print. (Valued at $100,000)

Key contributor to a nation-wide online credit union marketing curriculum. Responsible for material for five courses that function as a comprehensive foundation for the marketing discipline within the credit union industry.

*Brought formal strategic planning and vision to the council *Membership reached its peak of over 1,000 members during the recession *integral to creating the CU- CME designation. This is the only CU marketing executive designation available in the industry.*Evolved Council offerings beyond the Annual Conference. Created peer to peer webinars, increased the number of white papers, set the foundation for a robust online forum/community. *Created foundation for peer mentoring program*Created foundation for an enhanced scholarship program