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I partner with leaders across Whitley Penn to get better business results by growing their people.I've had the privilege of leading the work on our NextGen Council for rising leaders, Growth Champions preparing senior managers to lead as partners, foundational leadership development for both senior associates and managers, and firm-wide professional development for our associates and seniors. I've worked with multiple client-facing practices and operations teams to address targeted performance issues. Our team leads the firm's mentoring programs and performance management processes, manages implementation of firm-wide training through our learning management system, and all Continuing Professional Development (CPE).Areas of Expertise: Leadership Development | Organizational Development | Strengths-Based Development | Coaching | High-Potential Talent Development | Talent Management | Learning Strategy | Performance Consulting | Facilitation | Training | Onboarding | Web-Based Training | Virtual Training | Blended Learning | Needs Assessment | Design Thinking | Agile | Certified Scrum MasterDFW-DHRE | #ONO
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Director, Learning & Organizational DevelopmentWhitley Penn Jul 2021 - PresentFort Worth, Tx, UsPartnered with senior leadership team to design and implement strategy for employee learning, leadership development, and organizational effectiveness.
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Principal ConsultantDma Consulting Apr 2021 - Jul 2021Built learning, talent, and organizational development solutions for mid-market clients in Dallas-Fort Worth area. -
Director, Learning Consultant -Hipo Development | Design Thinking | Team EffectivenessFidelity Investments Nov 2017 - Dec 2020Boston, Ma, UsDrove talent development strategies for finance, real estate, procurement, public policy, legal, and HR functions within Fidelity. Led in-person and virtual OD interventions for multiple internal functions, including strategy implementation, team building, and new leader assimilation sessions. Coached in a variety of leadership programs and 360-degree debriefs.• Designed and managed curriculum of four HR and Finance college-hire leadership development programs, supporting key strategic priorities. Created online portals in Microsoft SharePoint and structured LMS learning paths to support delivery and reporting. Implemented structured action learning to ensure all participants completed a broad range of essential experiences during rotations. Increased HR junior high-potential talent pipeline from two per year to 15 per year over four years.• Attained assignment manager net promoter score (NPS) of 100 for HR Associate Rotation Program in first four years of the program. • Worked with cross-enterprise team to pilot, implement, and facilitate the Stanford University “Designing Your Life” program intended to address career vitality and attrition concerns.• Led project teams developing all initial training for enterprise-wide implementation of: o Required “Safe & Respectful Workplace” eLearning for all 45,000 Fidelity associateso Competency frameworks and supporting curriculum for HR and Finance functions o New corporate DE&I strategy rolled out to more than 200 HR Business Partners -
Director, Leadership & Professional Development - Exec Coach | Mentoring | Global Leader DevelopmentFidelity Investments Jun 2013 - Oct 2017Boston, Ma, UsDefined, developed, and implemented strategies and practical solutions to improve leaders' performance across global, technology, and professional services organizations. Partnered with business units to develop strategies specific to the needs of their manager populations.• Redesigned, managed, and coached in “Mastering Leader Transitions” program, providing tools and support to 120 leaders per year. Moved program from business-specific to enterprise-wide offering. • Implemented reverse mentoring program, pairing senior leaders with junior associates to help build senior leader competencies in communications, emerging technology, and associate engagement. • Managed rollout of Career Coaching workshops to more than 300 IT managers across Fidelity resulting in double-digit improvement in targeted coaching behaviors.
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Senior Project Manager / Instructional Designer - Program Design | Stakeholder ManagementFidelity Investments Jan 2012 - Jun 2013Boston, Ma, UsDirected design, development, and implementation of complex, organization-wide training solutions supporting Fidelity corporate services and information technology functions. Managed training project teams and a team of 10 contract instructional designers.• Managed relationship and implemented knowledge transfer process for global technology organization used with over 200 associates moving among nine global and U.S. sites. • Took over vendor-based work, saving Fidelity more than $1M in annual vendor costs.
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Director, Learning & Development - Team Leadership | Sales & Client Service TrainingFidelity Investments Aug 2007 - Jan 2012Boston, Ma, UsLed all U.S. learning & development efforts for Fidelity Small Market Payroll business. Managed $400,000 annual training budget and three-person training team. Coordinated global training initiatives and negotiated vendor-delivered training.• Managed project to develop and deliver all internal and external training for first major product release in nine years. • Trained 150 internal associates and 1100 clients via eLearning, web seminars, and classroom sessions over a six-week period. • Established training and online reference tool to allow client service managers to quickly address most difficult client questions. Contributed to industry-leading client satisfaction scores of 94%.• Designed, developed, and implemented new hire training for sales team that led to decreased time to first sale by more than one month and increased first year sales by 34%.
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Vp, Learning & Development - Virtual & Elearning | Process Improvement | LmsCitigroup Jan 2004 - Jul 2007New York, New York, UsManaged four-person systems training team and three-member learning coordinator team. Served as primary learning strategist for 200-employee commercial banking organization. • Led eLearning strategy and implementation for a 3,000-employee business unit, developing more than 50 new eLearning courses. • Managed eLearning and blended learning strategy that resulted in an increase of more than 200% learner participation in two years.• Standardized training event coordination processes for a 21-person learning and development team improving learner experience for 450 instructor-led classes and 220 web seminars per year. -
Technical Trainer - Global Facilitation | Instructional DesignNokia Oct 2000 - Apr 2003Espoo, Southern Finland, FiLead trainer responsible for needs analysis, project management, design and delivery of all learning solutions related to location-based product used by global telecommunication providers.
Dave Adcox Skills
Dave Adcox Education Details
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The University Of DallasManagement -
The University Of Texas At AustinHdo Organizational Improvement Certificate
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University Of North TexasEducation
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The University Of Texas At AustinEnglish
Frequently Asked Questions about Dave Adcox
What company does Dave Adcox work for?
Dave Adcox works for Whitley Penn
What is Dave Adcox's role at the current company?
Dave Adcox's current role is Director, Learning & Organizational Development.
What is Dave Adcox's email address?
Dave Adcox's email address is da****@****ity.com
What is Dave Adcox's direct phone number?
Dave Adcox's direct phone number is +161739*****
What schools did Dave Adcox attend?
Dave Adcox attended The University Of Dallas, The University Of Texas At Austin, University Of North Texas, The University Of Texas At Austin.
What skills is Dave Adcox known for?
Dave Adcox has skills like Training, Organizational Development, E Learning, Performance Management, Project Management, Management, Needs Analysis, Learning Management Systems, Onboarding, Adult Education, Instructional Design, Performance Consulting.
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