Transitioned from a part-time contractor to a full-time role, spearheading product marketing initiatives that significantly boosted product visibility and market penetration for a start-up software company.• Led cross-functional teams, collaborating with design consultants, content creators, and the sales team to refine messaging and implement a robust content strategy.• Developed key sales and marketing resources, including white papers, blogs, and sales enablement tools, driving a cohesive go-to-market strategy.• Executed a comprehensive website refresh and launched new product features focused on AI, resulting in enhanced online presence and market alignment.My role was centered on enhancing product visibility and market penetration through strategic marketing and content initiatives. My contributions were vital in areas including product marketing, content development, sales enablement, and competitive intelligence to showcase the platform's unique capabilities in bridging security, risk, and compliance via automation and AI-enabled features.I led efforts to redefine the company's messaging to mirror evolving value propositions. This provided the sales team with new and enriched content to highlight our platform's success and adaptability to address complex security and compliance challenges. Deliverables included master messaging information, enablement training deck, "first strike deck", numerous "one-pagers" (use cases, platform features, AI features, and "CCM pipelines"), product screenshots, newsletter articles, Gartner slide decks, white papers, blogs, and internal process documentation.Additionally, for a website refresh, I wrote copy for industry pages, compliance framework support details, product use cases, and engaging customer success stories. This effort is boosting RegScale's online presence by aligning product messaging with RegScale's delivery of fast, simplified, and automated risk and compliance at significantly lower costs.

Part-time contractor for AI start-up company to bring safe, intelligent automation solutions to cybersecurity, risk management, and compliance programs. • Leveraged deep knowledge in cybersecurity, risk management, and compliance to contribute to product development and strategic company initiatives. • Developed metrics and estimated ROI for product deliverables. • Developed and improved prompts for model training and product usage. • Collaborated with other experts on model AI risk register.

RISQ Management provides innovative approaches using world-class science and regulatory 'know-how' to deliver solutions that help you make a positive impact on the quality delivered to your customers. RISQ Management has the knowledge and hands-on experience with multiple successful projects and initiatives. https://www.managerisq.com/Independent consultant focused on identifying areas of need and providing innovative solutions for clients in multiple industries. Sample of services delivered:- SOC 2 audit planning, response and coordination for company in technology and gaming services- Sarbanes-Oxley (SOX) content, ZenGRC implementation and training for leading technology and solutions company- Internal audit and ZenGRC implementation and training for a cloud management solution provider

TalPoint is a talent marketplace that connects security, privacy, risk and compliance experts to the businesses in need of their expertise. We match companies with vetted experts to deliver outcomes across a wide range of project types and we empower our consultants to thrive in this new economy. TalPoint helps companies get business critical projects completed on time, on budget, and on point.Part-time, Independent consultant and advisor providing expertise in security, privacy, risk and compliance and knowledge across diverse industries such as Saas, technology services, retail, healthcare, manufacturing, mining, telecommunication, and professional services.- Develop and deliver content, documented process, and internal support- Collaborate with sales along all points of the client onboarding and sales process- Work in conjunction with sales to help with initial project scoping- Collaborate with our consultant recruiters to identify, vet, and onboard skilled consultants on the platform- Oversee the company’s general security posture, information governance, and risk management

As part of a Product Strategy team:- Author and review written blogs, e-books, white papers, and presentations on topics of risk management, information security, third-party risk management, compliance, auditing, etc.- Develop and present thought leadership and best practices at national and regional conferences, webinars, workshops, and customer panels/events- Collaborate with Product team on product design, build, function, capabilities, testing, education, and content- Recommend product strategies and roadmap items based on knowledge and experience of product solutions, market trends, industry experience and customer interactions- Support development of product marketing activities including product messaging, competitive intelligence, market trend analysis, and related content- Enable sales wins and customer renewals and upsells throughout the customer lifecycle- Advised and led customers for design, development, and program implementation and improvement for information security compliance, risk management, and data privacy - Frameworks supported included SOC2, ISO27001, PCI-DSS, NIST CSF, NIST 800-53, FedRAMP, NIST 800-171, CMMC, HIPAA, GDPR, CCPA, NY DFS, CIS, COBIT, COSO, SOX, and SCF

Authored and reviewed: - Product messaging guides, internal training, and sales demo scripts for product launches including Reciprocity ROAR platform, Reciprocity ZenComply, Reciprocity ZenRisk, and Risk Intellect - Written materials including product messaging guides, competitive intelligence, sales enablement, and customer use case solutions - Blogs, e-books, white papers and presentations on topics of risk management, information security, third-party risk management, compliance, auditing, etc.- Developed and presented thought leadership topics at webinars, workshops, and customer panels/events- Collaborated with customer marketing team to establish and deliver customer-facing "ask me anything" sessions to share thought leadership and best practices on Reciprocity's products- Provided industry and product expertise to enhance and multiply sales enablement activities including sales plays, campaigns, new product demos, professional services, and channel partnerships- Collaborated with Product team on product design, build, function, capabilities, and testing and assist the Product team to train and educate others on new products, features and functions- Collaborated with other team members to develop and publish messaging, content, etc. for company products, partner products and professional services- Enabled sales wins and customer renewals and upsells throughout the customer lifecycle- Advised and led customers for design, development, and program implementation and improvement for information security compliance, risk management, and data privacy - Frameworks supported included SOC2, ISO27001, PCI-DSS, NIST CSF, NIST 800-53, FedRAMP, NIST 800-171, CMMC, HIPAA, GDPR, CCPA, NY DFS, CIS, COBIT, COSO, SOX, and SCF

Promoted to Director as key leader in Customer Success organization to grow/expand influence of subject matter expertise in the company to support revenue growth initiatives and retained leadership responsibilities for GRC Experts, GRC Business Partners, Product Implementation Experts, Product Documentation, and Customer Support - Advised and led customers for design, development, and program implementation and improvement for information security compliance, risk management, and data privacy - Frameworks supported included SOC2, ISO27001, PCI-DSS, NIST CSF, NIST 800-53, FedRAMP, NIST 800-171, CMMC, HIPAA, GDPR, CCPA, NY DFS, CIS, COBIT, COSO, SOX, and SCF- Expanded expert support for marketing to include webinars, content contributions and review- Established and led GRC Expert summit for collaboration with company internal teams (Marketing, Sales, Customer Success, and Product) on strategic direction, team priorities and optimized use of expert resources - Established process for improved collaboration with GRC experts and Product team on product design and build- Established and promoted team member to GRC Strategy position to enhance expertise injection for product- Led team collaboration for enhanced product capabilities for risk management and integrations- Maintained and updated product content registry and related materials- Formalized professional services processes and offerings and delivered nearly $1.5million services revenue in 2020 despite COVID-19 pandemic, including $1.3million in Annual Recurring Revenue (ARR).- Delivered $1.6million services revenue in first six months of 2021, including over $1.5million in ARR

Stepped in to lead the Customer Success Organization at the departure of its VP. Responsible for all CS personnel, operations and budget. Represented CS in business operations and executive teams. - Hired and supervised team of Customer Success Managers (CSMs) to support fast-growing customer base- Initiated and led internal training series (Ask GRC Experts Anything) to level up knowledge across the company for GRC, security, privacy and risk management.- Expanded GRC Expert team through business partnerships and professional services- Added additional subject matter expertise in the team including healthcare, Federal, and privacy.- Established new teams and processes to meet growing demands from customer base including the Product Implementation Team (to relieve GRC Experts), Customer Support (to relieve CSMs ) and Product Documentation Team (to reduce repetitive, basic product questions for all).

Promoted to team lead over GRC Expert professionals and served as key leader in Customer Success organization. - Hired additional resources and led strategic direction of the team- Key leader for the Customer Success organization and supported onboarding, support and retention activities- Partnered with the Product and Engineering teams on product design, development, testing and feedback- Partner with Sales and Marketing organizations in support of content, sales demos, and subject matter expertise- Built strategic partnerships for GRC expert support and professional services- Created and hired new team and function, Product Implementation Experts, to provide onboarding, product training and support to customers- Create and hired new team and function, Product Documentation, to organize and publish a written, product "knowledge base" and related materials to document and illustrate ZenGRC product functionality for self-service support- Established Professional Services function and collaborated with Sales team to win services- Presented at company "all hands" meetings and prepared materials for Board of Directors- Maintained and updated product content registry and related materials- Advised and led customers for design, development, and program implementation and improvement for information security compliance, risk management, and data privacy - Frameworks supported included SOC2, ISO27001, PCI-DSS, NIST CSF, NIST 800-53, FedRAMP, NIST 800-171, CMMC, HIPAA, GDPR, CCPA, NY DFS, CIS, COBIT, COSO, SOX, and SCF

Summary: Founding member of the Customer Success and GRC Expert teams. Providing expertise in Information Security, SOX, internal audit, Enterprise Risk, IT Risk and other compliance and risk management frameworks to support development and customer operation of ZenGRC, a Governance, Risk, and Compliance (GRC) Enterprise Software Solution. As a subject matter expert, this includes:- Reviewing/creating "seed content" of compliance frameworks, vendor security assessment questionnaires, risk registers, controls, etc. for import by customers- Providing GRC Expert services to help customers develop/implement GRC strategies- Advised and led customers for design, development, and program implementation and improvement for information security compliance, risk management, and data privacy - Frameworks supported included SOC2, ISO27001, PCI-DSS, NIST CSF, NIST 800-53, FedRAMP, NIST 800-171, CMMC, HIPAA, GDPR, CCPA, NY DFS, CIS, COBIT, COSO, SOX, and SCF- Addressing questions from sales prospects- Maintained and updated product content registry and related materials- Provide input on product design and feedback on product functionAs a member of the Customer Success team,- Establishing/managing customer on-boarding strategies, training and ongoing relationships- Providing product and training demos to active customers and sales prospects- Providing feedback and new ideas for product development- Representing customer's feedback in the product development lifecycle- Worked above and beyond my job description in a startup environment with quarterly revenue growth of 30%-40%Learn more about Reciprocity at https://reciprocity.com/

Provided leadership and direction for all aspects of this public company's internal audit function. Areas of scope include operational and IT audits, SOX assessment, Board reporting, and department administration.Key successes:- Collaborating with senior management and the Board to transform a good audit department into a great audit department by aligning audit practices and products with Company culture and its language.About the Company:http://www.carriageservices.com/carriage-culture/carriage-story

Elected to State-wide Board in 2011 and served as Chairman of the Board 2013-2014.Chairman of a state-wide, volunteer board of more than twenty members. - Lead and facilitate all board meetings and activities.- Lead the Executive Committee.- Promote and proactively support the organization's mission, its programs and the families they serve.- Promote communication and relationships with the community, advocates, and donors.- Review and approve annual budget and monthly financial reports.- Provide oversight and counsel to the organization's executive team.- Review and approve the CEO's employment contract.- Review and approve other organization reports, documents, etc. as required.- Lead and execute other duties as required.KCSL is focused on promoting and protecting the well-being of children and their families. Namely, KCSL is a leader and expert on the prevention of child abuse in America.

Provided leadership and direction for all aspects of this public company's internal audit function. Areas of scope included operational and IT audits, fraud investigations, SOX assessment, SEC reporting, Board reporting, and department administration.Key successes: - Collaborated with senior management and the Board for better coordination and monitoring of enterprise risks and mitigation. - Organized and led a large cross-functional team of employees to improve ERP application security by eliminating unnecessary user access. Project completed on-time and budget despite numerous obstacles. Eliminated conflicts in access, eliminated unnecessary access, and reduced number of security roles by nearly 50% which produced more efficient administration of security and reduced IT risks. - Continuous improvement of the audit function by implementing technology tools including workflow and data analysis/mining. - Collaborated with Legal team and Audit Committee to conduct investigations for potential fraud and other items reported through corporate compliance hotline.

Planned, executed, and reported on risk-based operational and IT audits, supported the audit leader with department administration, and supported annual audit of company’s financial statements. - Completed complex, operational audits for various global business processes located in North America, U.K., and Asia- Supervised, trained and developed non-traditional auditors in support of an executive development program

Started up the internal audit department for this small public company. Completed the Company's first SOX assessment and related SEC filing, identified comprehensive risks and controls for process improvement, and hired/supervised team of ten to execute SOX testing plans.

Led individual operational audits for process and organizational improvement; served as lead to develop global risk inventory for company; implemented auditing software for department; led team for planning initial SOX assessment. Substantially improved the audit function by bringing more discipline and overall structure for more efficient and effective engagements and better results to our internal clients. Audits identified numerous opportunities for process improvements, cost savings and better decision-making through more reliable information.

Led teams of 2-6 on risk-based audits. Projects involved telecommunications operations and technology. One audit identified approximately $500 million in missed opportunities for future revenue due to process and control breakdowns.

Planned, executed, and reported on risk-based operational audits designed to identify process improvements. Completed fifteen, complex benefit plan audits over the course of two months with minimal supervision or guidance. Assisted external auditors with their independent audit of the company's financial statements to minimize audit fees.

Progressive career as licensed CPA. Led multiple audit engagements and supervised teams of auditors conducting financial audits, consulting projects, and compliance and review services for clients across industries including manufacturing, warehousing, construction, software development, not-for-profit, academic universities, county and city government, banking, health care, and employee benefits plans.Accomplishments- Provided clients with reasonable assurance over financial results and insights into operations- Strong client relationships and focus on customer service facilitated efficient and effective audits and useful management letter comments for process improvement and cost savings- Successfully completed audit engagements for private, small and medium-sized organizationsSupervised audit staff for their development and completion of assigned audits- Implemented the firms first paperless audit management technology tool, including training and support of 55 audit personnel- Promoted to Audit Manager in May 1997- Promoted to Senior Auditor in May 1995- Promoted to In-charge Auditor in May 1994; transferred to Kansas City office- Began as Staff Auditor in Jan 1993