As global EVP, Learning, Licensing and Sales, I oversee the IIA's portfolio strategy and lead the design, development and delivery of professional education products and services, professional competency models and assessment tools, education and training to support IIA certified members (e.g., CIA), faculty and education partnerships. I also oversee our licensing and reseller businesses, sponsorships, partnerships and global enterprise wide sales teams. IIA focuses on the domains of internal audit, governance, risk and control (GRC), as well as specialty focus areas like ESG/sustainability, technology (e.g., Blockchain, AI, machine learning, RPA), cybersecurity, advanced data analytics, and others. IIA has more than 250,000 members worldwide, a global network of affiliates and chapters, and a portfolio of certifications, including the CIA (Certified Internal Auditor) designation.

https://www.ifrs.org/groups/integrated-reporting-and-connectivity-council/ Voting representative for the Institute of Internal Auditors to this successor body from the International Integrated Reporting Council (IIRC) that is now part of the IFRS Foundation.

Representative to the IIRC Council for the IMA. The International Integrated Reporting Council (IIRC) is a global coalition of regulators, investors, companies, standard setters, the accounting profession, academia and NGOs. The coalition promotes communication about value creation as the next step in the evolution of corporate reporting.MissionThe IIRC’s mission is to establish integrated reporting and thinking within mainstream business practice as the norm in the public and private sectors.VisionThe IIRC’s vision is to align capital allocation and corporate behaviour to wider goals of financial stability and sustainable development through the cycle of integrated reporting and thinking.

Global Board Member/Director for the Institute of Management Accountants (IMA) with more than 120,000 management accounting and finance professional members globally.

Chair of the IMA Diversity & Inclusion Committee. We educate members about the value and role of D&I, inform about D&I best practices, provide education and thought leadership around D&I.

Currently Senior Advisor (past Chair/Vice Chair) of the IMA Technology Solutions & Practices Committee looking at the role of technology in accounting and finance, its impact on management accountants, emerging trends, best practices around technology and data governance.

A global director of the professional society for Certified Management Accountants (CMAs), finance professionals (CFOs, Controllers) and those interested in the domain of management accounting.

Responsible for professional learning and development of accounting professionals for the largest state CPA society in the U.S. Oversaw product development, product delivery, marketing, content partnerships, innovation, learning technologies, competency models, and member experience for the CalCPA Learning products and services portfolio.

Reappointed to the Board of Directors.

Serving as a member of the CEO Search Committee.

Colcomgroup offers strategic business, marketing and communications advisory services (strategic planning, marketing, media relations, government affairs, business development, strategic partnering). We help companies identify and establish new markets and channels, new revenue streams, and niche markets. Headquartered in New York City and advise clients in North America, Europe, Asia and the Middle East. Specialties include: (1) Corporate Reporting and Technology Advisory Services, including XBRL/Interactive data conversion services, financial and non-financial reporting (e.g., integrated reporting, CSR/ESG/sustainability reporting)(2) Accounting and Finance Advisory Services, including traditional service areas (tax, audit) and non-traditional areas (business valuation, financial planning, technology, forensic accounting, litigation support (expert witnesses)(3) Financial Planning, Wealth Management and Investment Advisory Services(4) Diversity & Inclusion Advisory Services(5) Communications and Thought Leadership Services, including authoring of articles, white papers, newsletters, speeches and blogs(6) Strategic and Business Planning Services, including development of strategic and business plans, strategy assessments, SWOT analysis, environmental assessments and business model development(7) Specialization Advisory Services, including credentialing and certification program developmentClients include leaders in their sectors, non-profit associations, international standard setting bodies, technology consortia, technology solution providers, financial services companies, accounting sector organizations, data aggregators, law firms, CPA firms, private equity funds and hedge funds.

IGTF is responsible for developing best practice guidance for the entire XBRL implementation lifecycle, including development of the business case, defining business requirements, designing the taxonomy, launching the program and ongoing maintenance/governance of the program.

TAG-TF is responsible for developing best practice guidance around the design and architecture to creat an XBRL taxonomy.

Vice Chair of the BPB, responsible for driving adoption of XBRL globally, developing the body of knowledge, creating guidance materials for the XBRL implementation lifecycle, and gathering XBRL best practices from around the world.

A global appointed director of the professional society for Fellows Certified in Actuarial Science (FCAS).

Broker-dealer/investment bank serving the small to medium size market. Served as private placement agent providing capital fundraising and capital introductions. Focused on cleantech/alternative energy and fintech/XBRL/interactive data sectors. Held FINRA series 63, 7 and 79 licenses.

Served in variety of marketing and strategic communications consulting roles, including investor relations, corporate communications, spokesmodel management, special event management and logistics, media relations and public affairs.

Owner of home furnishings and giftware design company (wholesale).

Managed and developed various product lines for Fitz and Floyd as well as Silvestri, a seasonal gift manufacturer. Worked with key accounts to help sell programs to large retailers. Designed and developed product. Worked with Asian-based sample makers and factories. Developed marketing campaigns, collateral, signage and fixtures to support product lines at retail. Conducted signing events and special events at retail locations.

Recruited for Chairman's 1-year Management Development Program for marketing. Included rotations in International Private Banking (financial product development for Unit Trust Funds/UCITS), Chase Investment Products Group (financial and investment product development), Retail Branch Network and Chase Information Center (inbound/outbound telemarketing programs for credit /lending and deposit products).