Cecilia Patterson (She/Her) Email & Phone Number

Calgary, Alberta, Canada

*manage team of 4 direct reports (admin, graphics and translation) and 30+ contract Subject Matter Experts throughout the year* improve and develop new training programs based on needs assessments (technical, change management, soft skills and products)* full project plan development - budgets, deadlines, resources and deliverables* negotiated deadlines and contracts with Subject Matter Experts for training material development * tracked and managed status of individual items… Show more *manage team of 4 direct reports (admin, graphics and translation) and 30+ contract Subject Matter Experts throughout the year* improve and develop new training programs based on needs assessments (technical, change management, soft skills and products)* full project plan development - budgets, deadlines, resources and deliverables* negotiated deadlines and contracts with Subject Matter Experts for training material development * tracked and managed status of individual items within various education projects including implementation of an LMS * managed delivery of electronic and print materials to instructors across Canada for over 50 courses within 5 curriculums in both official languages* updated project content documents on SharePoint and Office365* updated existing and developed new policies on delivery of training to new and existing associates* maintained communication and updates with key stakeholders on schedules, needs and delivery of various training programs* maintained Continuing Education (CE) credit tracking for associates requiring annual reporting for certifying bodies* submitted courses for approval with accreditation bodies, where applicable* key stakeholder and administrator of Learning Management System (LMS) implementation* oversee in class and virtual tax training of over 10,000 students Show less

Calgary, Alberta

* improve and develop new training programs based on needs assessments (technical, change management, soft skills and products)* full project plan development - budgets, deadlines, resources and deliverables* negotiated deadlines and contracts with Subject Matter Experts for training material development * tracked and managed status of individual items within various education projects including implementation of an LMS * managed delivery of electronic and print materials to… Show more * improve and develop new training programs based on needs assessments (technical, change management, soft skills and products)* full project plan development - budgets, deadlines, resources and deliverables* negotiated deadlines and contracts with Subject Matter Experts for training material development * tracked and managed status of individual items within various education projects including implementation of an LMS * managed delivery of electronic and print materials to instructors across Canada for over 50 courses within 5 curriculums in both official languages* updated project content documents on SharePoint and Office365* updated existing and developed new policies on delivery of training to new and existing associates* maintained communication and updates with key stakeholders on schedules, needs and delivery of various training programs* maintained Continuing Education (CE) credit tracking for associates requiring annual reporting for certifying bodies* submitted courses for approval with accreditation bodies, where applicable* key stakeholder and administrator of Learning Management System (LMS) implementation* oversee in class and virtual tax training of over 10,000 students Show less

Calgary, Canada Area

•Assessed credentials of Canadian and Internationally educated applicants for eligibility for a variety of education programs relative to their professional accounting designation, within strict timetables and eligibility requirements•Managed and updated website information as new programs were developed and old programs ran out•Updated and managed policies, manuals and application forms as programs changed and developed•Maintained candidates’ and members’ electronic data… Show more •Assessed credentials of Canadian and Internationally educated applicants for eligibility for a variety of education programs relative to their professional accounting designation, within strict timetables and eligibility requirements•Managed and updated website information as new programs were developed and old programs ran out•Updated and managed policies, manuals and application forms as programs changed and developed•Maintained candidates’ and members’ electronic data files•Maintained communications with students and stakeholders to make sure all parties are up to date with changes and next steps in the process of next education program requirements•Acting Manager when Manager was on maternity leave, managed billings and contracts for facilities and instructors for a variety of education programs, trained new staff Show less

Calgary, Canada Area

• Consult clients/brokers in successfully submitting a mortgage application• Keep current with changing lending products and policies for the Bank of Canada• Verify submitted documentation, background checks• Periodic reviews of broker’s submission ratios and consult them in improving ratios

Calgary, Canada Area

• Developed and maintained relationships with referral sources• Built and managed a successful Social Media Marketing Plan• Kept current with changing lending products for multiple lenders • Built and maintained an effective client relationship management database• Assessed applications and submitted to appropriate lender• Collected and reviewed supporting documentation for submission to lenders• Completed periodic reviews of client’s mortgages and financial portfolio

Ottawa, Canada Area

* assessed credentials and education requirements for internationally educated applicants for enrollment into the program* coordinated development of national certification exam offered three times annually* used electronic scanning and exam building tools to maintain a robust question bank* managed eligibility lists for students progressing through the required education programs across Canada* managed secure shipping and receiving of exam materials to testing sites*… Show more * assessed credentials and education requirements for internationally educated applicants for enrollment into the program* coordinated development of national certification exam offered three times annually* used electronic scanning and exam building tools to maintain a robust question bank* managed eligibility lists for students progressing through the required education programs across Canada* managed secure shipping and receiving of exam materials to testing sites* coordinated testing sites across Canada and internationally* created and implemented assessment and exam program for Internationally Educated Candidates to accommodate exam invigilation at Canadian Consulates and Embassies* coordinated committee meetings for exam question creation Show less

Technical Writing

Adult Educator Seminar Series - Completion August 2018

This program focuses on designing learning outcomes, effective teaching techniques, learning styles for the adult learner, generational.

Project Management Extension Certificate, Project Management

Education record