Brandy Taylor, Capm Email & Phone Number

Calgary, Alberta, Canada

Calgary, Alberta, Canada

Responsible for the administration and corporate secretarial functions of the Family Office.

Calgary, Alberta, Canada

• Heavy calendar scheduling across multiple time zones for two executives• Extensive event planning, including an annual senior leadership retreat for 60+ C-Level, SVP and VP delegates, overseeing celebrity keynote speakers, all food and beverage, signage and materials, swag, venue coordination, audio/visual, and team building activities.• Manage broader corporate gifting program, including birthdays, anniversaries and holiday• Facilitate onboarding of new staff• Legal support, including minute books• Led the development of a robust hosting protocol for high-profile VIPs

Calgary, Alberta, Canada

• Primary point of contact for internal, external, and Board constituents on all matters pertaining to the President and CEO• Oversee heavy calendar scheduling and management across multiple time zones; recognized for optimizing evolving schedule by proactively monitoring and actioning on potential conflicts, providing a timely response to changes/ disruptions, and keeping the Executive apprised of action items, appointments, and pre-meeting briefings (bios, relevant research findings, etc.)• Manage incoming and outgoing communications including emails, phone calls, reports, presentations, mailings, and memos• Disseminate information to the President and CEO’s direct reports, team members, and board contributions to BOD (in both formal and informal capacities)• Led the development of a user-friendly and highly informative visual scorecard to showcase key metrics, actionable items, deliverables, and recommended changes; since initial development, scorecard has been implemented and utilized in all Board meetings and recognized for effectively measuring progress towards achieving organizational strategic objectives• Lead and support numerous projects aligned with streamlining processes/ efficiencies, employee recognition, and brand enhancement; key contributions include the identification and execution of a Project Naming initiative which successfully increased search efficiency across multi-layered organization• Plan and execute onsite and offsite logistics for ~6 meetings and events per quarter (including but not limited to DEI initiatives, team building, social parties, annual retreat); oversee spending in alignment with forecast budgets, venue negotiations and booking, coordinating guest speakers, issuing agreements and ensuring contractual compliance, catering, audio-visual resources, invitations, attendance, agenda, travel, and follow-up• Manage complex physical and digital filing systems ensuring compliance with organizational and legal requirements

Calgary, Alberta, Canada

Senior operational support in high-growth start-up (head office achieved 1500% growth within tenure); company-wide administrative functions included providing functional support to multi-business units (corporate services, procurement, project management, engineering, financial, communications, human resources, regulatory & operations), event planning, internal and external communication, and onboarding ~200 new hires• Led the development of the duties/ scope of a newly appointed Receptionist position; oversaw full cycle recruitment for the position and provided direct management of Receptionist’s daily job functions and performance• Acted as project manager overseeing relocation and required renovations; under leadership the $4M project was completed on-time and on-budget; primary duties included forecasting and monitoring budgets, architecting project plans, developing and managing schedules, and overseeing inventory management (supplies and service contracts)• Planned and managed ~12 large-scale events (ranging ≤400 participants/ event); responsibilities included managing spending (≤$50K/ event), venue booking, agreement administration, supply management, and agenda development• Developed and implemented value metrics, provided clarity on responsibilities, and introduced SOPs and guidelines which drove team alignment on expectations/ deliverables • Conceptualized, developed, and executed the ‘Corporate Charitable Matching Program’ which saw a Q1 initial engagement of $5.5K, 110% of initial target• Championed highly successful corporate newsletter from proposal to publication; newsletter included staff interviews, news from field locations, regional updates, safety moments, and photos• Executed a full retrofit of physical space through the COVID pandemic by developing socially distanced floor plans; contributions supported 188 personnel efficiently and safely (HSE compliance) return to work

Calgary, Alberta, Canada

Calgary, Alberta, Canada

• Provided senior administrative and executive support to a fluctuating leadership team comprised of ≤22 Executives, Directors, and Vice Presidents across Canada and USA (reflecting multiple time zones)• Key contributions included the preparation of financial & managerial reports, digitization and organization of filing systems, calendar management, budget management, travel and accommodation booking, expense report preparation, and facilitation of communication between leadership groups, business partners, and stakeholders (including minutes drafting and circulation)• To support EA onboarding across global operation, led the development of a user guide to support the timely training of new hires; manual outlined best practices and ensured aligned EA performance/ expectation across all offices• Maintained sole oversight and management of 6 customer-appreciation golf tournaments with 60+ attendees/ event; all events were executed on budget (≤$30K/ event) and received positive feedback from attendees• Arranged for an ergonomic assessment for all staff to ensure safest and healthiest working conditions; initiative resulted in reduced absenteeism and increased morale

Calgary, Alberta, Canada

Project Management, 4.0 Gpa

Level Ii (Formerly Cga)