Dr. David Lazenby Email & Phone Number

St. Louis Metro Area, Missouri, Us

The bottom line for CRO success is simple — increase revenue by unifying the RevOps goal setting process. It’s the journey that’s interesting. For my work at Comprose, success is found through aligning and optimizing the entire customer experience — all departments, all functions, all outcomes. From establishing a unified vision and plan to implementing and refining processes to measuring milestones and creating customer success, I lead our team to cohesive, collaborative executions and outcomes that drive revenue for our clients and our company. At COMPROSE, everything we do ― our method, our software, our advice ― focuses on one thing: helping our clients achieve their strategic goals by getting procedural knowledge out of peoples’ heads and shareable to the entire workforce. We’re passionate about the power of good systems because of the tangible results we’ve seen our customers achieve: agility, reduced operating costs, faster training, predictability, greater transparency, consistent regulatory compliance.In business for 25+ years, COMPROSE provides a proven method and software for capturing, communicating, and managing policies, procedures (SOPs), and best practices that people actually want to use. ZAVANTA, our cloud-based software, enables even novices to build a policy and procedure system that they can manage with, train from, and that regulators love.

Since 2015, I’ve joined the PortfolioConstruction Forum to expand the understanding and practice of finology, a unique mix of the studies of behavioral finance (“fin”) and psychology (“ology). One of the Forum’s five core disciplines, finology explores the relationship between human beings and money.Each year, the Forum holds the Finology Summit, which focuses on investing, investors, and how to improve the way portfolio construction practitioners relate to individual investors. My work has focused on developing and sharing “AdviceScience,” that is, using solid scientific knowledge combined with psychology principles to shape strategies for the design and delivery of financial advice, and transforming those strategies into curriculum to aid firms/advisers in the development of a professional philosophy.Launched in 2002, PortfolioConstruction Forum is Australia and New Zealand's leading independent provider of investment continuing education and certification for professionals who design, build, and/or manage multi-asset, multi-manager portfolios.

As president of ScenarioNow, my job was to set direction and lead the company to success. The work started with raising venture capital and included setting and managing budgets, developing strategy and selling software to enterprise clients, and eventually selling the company to an outside buyer. ScenarioNow designed, developed, and delivered training resources and products to advance financial planning’s efficiency, effectiveness, and client experiences while accelerating sustainable revenue. Our primary focus was the personal scenario planning process, delivered as a client experience and helping clients to explore and rehearse financial choices. Services included software, training, seminars, and consulting. In 2003, our firm won the CPA Wealth Provider Innovation Award for Planning.

In my years with Chesterfield Psychological Association, I expanded my work with helping high-performance individuals fine tune their work and results. Working with Fortune 100 executives, professional athletes, leaders of privately held businesses and the U.S. Navy SEALs and pilots, I developed and applied the tools of simulation, systems thinking, scenario planning and works to take psychology from academic theory to the real world as a “human technology.”

In my early work focusing in the application of scientific principles affect positively affect behavioral change, I implemented "psychological technologies" for people, process, and performance improvement for a wide range of clients. For military personnel, I employed game theory, simulation, and decision systems; for professional athletes and teams, I used accelerated learning, visual systems design, performance); and in work with CEOs and high-level executives, I served as their truth-teller and coach. I also specialized in measurement, diagnosis, and treatment of the avoidant behaviors associated with consistent success.

Phd, Educational Psychology, Counselor Education

Bachelor Of Science, Master Of Arts, Education, Counseling Psychology

Education record