Providing executive leadership with support to elevate client solutions and fostering stronger industry relationships, while adding new energy to innovation strategies and helping build more impactful client partnerships.

Dreamin’ in Data is the first Salesforce Community Conference purpose-built to help showcase the entire journey of your organization’s data, from Salesforce (your CRM), through integrations with other applications (using MuleSoft), and finally to analysis and determining the story your data is telling (using Tableau) – ultimately to help your organization make smarter decisions faster and stay ahead of your competition.

Midwest Dreamin' is a Salesforce community conference. Led and organized by members of the Salesforce community, in their spare time & on a completely volunteer basis, with the goal of bringing together the best and brightest Salesforce minds to share knowledge and enlighten other Salesforce community members on how to best utilize the platform. Midwest Dreamin' has grown from its humble beginnings in 2011 when 100 people gathered in Louisville, KY for a full day event, to a 3-day event taking place annually in Chicago from 2014 to 2019, with an average attendance of over 725 people. Post-covid, Midwest Dreamin' moved to Minneapolis and in 2022 & 2023 had close to 1,000 registered attendees. Midwest Dreamin' is back in Minneapolis for 2024, located at the Hyatt Regency, Minneapolis, MN, July 17-19, 2024. For complete event details visit https://www.midwestdreamin.com/.

Gaggle Social is the professional social network that reduces the cost, length, and complexity of the tech hiring process for Salesforce, Oracle, NetSuite, AWS, & more. In my role I help advise Gaggle Social's team on how they can best interact with Salesforce ecosystem talent as well as companies looking to hire.

I help companies increase brand awareness inside the Salesforce Ecosystem through marketing, product and brand evangelism, using channels such as Community groups & conferences, social media, blogs and webinars. I utilize my vast network to help companies get connected with more prospects and customers. I can also help product companies to craft the ideal product demo.

I’m an author at Salesforce Ben, the largest dedicated Salesforce news site in the world.

I was first awarded the title of Salesforce Community MVP in Spring, 2013 and have been honored with the title every year through 2019. In 2020 I was named to the Salesforce MVP Hall of Fame. #MVPforLifeThe Salesforce MVP program recognizes exceptional individuals in the Salesforce community for their leadership, product knowledge, thought leadership, and ongoing contributions. For more details on the Salesforce MVP program, please visit: https://www.salesforce.com/campaign/mvp/

I founded and run the Southern Indiana Salesforce.com User Group - a networking group for all users of Salesforce.com in Southwestern Indiana and surrounding areas. Created for the purpose of sharing ideas, pain points, success stories, etc.

Part-time contract role supporting DevCon Partners marketing & social media efforts as well as client marketing needs

As Mogli’s Product Evangelist my role was to be present in the Salesforce Community increasing brand awareness for Mogli and touting the many reasons why organizations should be texting with their customers, clients & constituents, and why Mogli SMS should be their app of choice.

In this role my primary responsibility is to drive awareness of ActiveCampaign in the Salesforce ecosystem through various methods including co-marketing with Salesforce, creation of customer success stories, thought-leadership blogging, webinars, etc. I am also responsible for maintaining the company’s listing on the Salesforce AppExchange and representing ActiveCampaign at Salesforce and Salesforce community events.

As an Executive Advisor for ITequality I advise the team on matters of Customer Success and Marketing.

Serve in an advisory capacity to help direct Narrative Science in growing its engagement with the Salesforce Community. Narrative Science was acquired by Tableau, a Salesforce company, in November, 2021.

Content strategy & management: including blogging, webinar hosting & social media - designed to help drive engagement with the Salesforce Administrator, Developer and End User community.

I managed blog content for Apttus. My focus is on sharing how the entire Apttus suite of applications can benefit customers. I engage directly with the community of users and influencers through social media and marketing campaigns as well as work closely with Apttus product and marketing teams to understand and communicate what is important for our customers. Some would say I was a product evangelist.Apttus and Conga merged in May of 2020 and began operating only under the Conga name at that time.

Responsibilities include: Leading the Sales Operations reporting function for the North America medical sales force, development and maintenance of all reports and dashboards within VeevaCRM (built on the Force.com platform by Veeva Systems.) Ensure timely, consistent and accurate reporting of all Medical Sales information. Responding to ad-hoc requests for data and/or reporting from Medical Sales Operations management and sales representatives. Provide data support to Commercial Analytics and Marketing teams as needed. Provide support to Mead Johnson University with ongoing reporting, curriculum and end user training. Develop roadmap of Sales Operations metrics and reports.

Responsibilities include: building and maintaining staffing forecast model for service center, creation and maintenance of ad-hoc and routine business metrics reporting, monthly review of departmental financials, assist with annual budgeting process, analyze various data, transform into meaningful business information and present to management in manner that aids daily operational decision-making as well as future development activities, process improvment through Salesforce.com workflow, creation of reports and dashboards to support daily operations of technical support call center. Provide workforce management analysis and forecasting for service center. Promoted in September 2009 from position of Technical Assistance Center Level 1 Technician.

Independent Retail Merchandising Consultant for Sales Edge of Virginia responsible for various merchandising projects.

Assigned to Berry Plastics Corporation – responsibilities included transforming data taken from one ERP system and preparing it to be loaded into another ERP system allowing all facilities to operate on the same ERP system, also provided weekly reporting and analysis of various statistics related to data conversion. Other special projects as assigned.

Responsibilities included help desk operations, desktop computer support, troubleshooting and resolution of hardware and software issues

Responsibilities included auditing of payroll records versus general ledger records to insure accuracy of data for preparation of claim

Responsibilities included management of Cinergy MetroNet’s $106 Million loan from the United States Department of Agriculture, Rural Utility Service Broadband Access loan program including contract administration, capital and expense budgeting and modeling, financial, performance and governmental reporting. Lead analyst for implementation of Oracle Time & Labor – including user requirements specifications, development and execution of test cases, development of user reporting system via Microsoft Access, training users, and coordination of issue resolution. Financial reporting and support for all Cinergy Communications and Cinergy MetroNet departments. Manage the work of one administrative assistant and one analyst

Accounting responsibilities included financial accounting, fixed assets management, month-end financial closing, financial statement preparation, account reconciliation, case mix and reimbursement analysis, policy and procedure development and documentation. Information Technology responsibilities included providing support of all computer applications, coordination of web site development, database development and end-user interface programming, ad-hoc reporting, strategic planning and continuous improvement. Project manager & Analyst for implementation of pharmacy management system.

Responsibilities included: subsidiary accounting, fixed assets management, systems management, liaison to Information Services Division, creation of ad-hoc reports and analysis, assist in preparation of monthly financial statements and quarterly budget revisions, responding to store management financial questions. Project manager for new release of Great Plains accounting software.

Prepared detailed analysis of sales trends, merchandise receiving and markdowns by integrating POS data with corporate purchasing data. Integrated data from Nielsen IRI and NPD into detailed analyses of sales trends and their relationships to consumer demographics in order to identify opportunities to better serve the consumer through assortment and space planning. Prepare annual budgets and formulate daily sales projections. Develop ad-hoc and routine reports as well as provide financial and analytical support to management and the buying team of the Home Entertainment Department. Proficient with Retail Link. Manage the work of one assistant analyst.

Developed detailed analysis of flight-related expenses to identify cost reduction opportunities. Created centralized profitability model with detailed analytical capabilities at the flight segment level with interfaces to multiple departments which allowed the ariline to renegotiate a large charter contract and increase revenue by $10 million. Creation of annual departmental budgets. Project manager for automation of crewmember per diem calculation and payment. Directed the work of four financial analysts. Promoted from Cost Accounting Analyst in February 1998

Provided consultation including analysis of client needs, computer hardware and software, systems design, programming, project management, installation and user training.

Provided consultation and analysis of client needs, including computer hardware, software and customized applications, as well as project management, systems design, programming, installation and training.

Served as project and systems manager and lead analyst for the installation of, conversion to, and continued development of both the AMS student accounts and Riverview cashiering systems. Managed quarterly student billing process. Reengineered many routine processes saving the university 1300 person-hours per year.

Automated payroll data analysis and accrual accounting. Implemented computer applications using Data Ease, Lotus 1-2-3, and mainframe queries to manage grant and contract awarding, budgeting, and reporting. Analyzed financial data to insure compliance with grant and contract terms from private agencies, federal, state and local governments. Prepared financial reports, interpreted financial studies, reported findings to management and awarding agencies. Promoted from Sales Manager, Sept. 1986