Solving complex business problems so organizations can achieve their full potential.Our focus is on the support mechanisms for success: governance, workforce education, communications, program evaluations, and measurement.Our team excels at uncovering the root causes to clarify the real challenges. Our solutions focus on the people and behaviors that will make or break a change initiative. This includes understanding resistance, unspoken obstacles, and overcoming the common barriers to change.

Education consulting and project management creating and supporting NASAA's IAR Continuing Education (CE) program - https://www.nasaa.org/industry-resources/investment-advisers/investment-adviser-representative-continuing-education/. This work includes the creation and operations of a learning framework to evaluate and approve education providers, courses, and instructors. The CE program supports investment adviser representatives in their aim to better serve clients by remaining knowledgeable of current regulatory requirements and best practices. Our work together has a constructive impact on the field of investment advising with a prospective reach of 400,000 IAR professionals nationwide.

Create a measurement framework for a physician fellowship program in leadership development aligned to business goals and healthcare improvement goals. These goals included reducing risk, improving finances, improving safety, improving performance, and improving quality. This framework delivers defined value back to the organization(s), systems(s), course participants, and the patients it is meant to support.The initial focus points include soft skill development in the areas of emotional intelligence, DEI+B, coaching, effective communication, providing/receiving feedback, team building, negotiating, problem solving within healthcare, burn out, a reduction in job related stress, and career choices. The subsequent impact to enhance patient experience and safety, improve population health, and improve the wellness and satisfaction of health care workers. The overall goal of the project is to develop a measurement framework including the proposed measurement model, metrics, targets, owners, and the way in which data will be collected and reported. The outcome will be to better understand program efficiencies, effectiveness, and, when possible, isolate the physician fellowship program outcomes.

Adjunct faculty member and graduate professor of Organizational Development, Leadership, Communication, Change Management, and Workforce Education.

Guest lecturer in the area of workforce education - specifically my topics focused on conducting needs analysis, issue based consulting, engaging interested parties, gaining buy-in, good communication, emotional intelligence, solution design & design thinking, evaluation & measurement, and the future of L&D.

Conduct an institution-wide analysis of existing policies and practices through the lens of diversity, equity, inclusion, and belonging (DEIB). Develop a way to measure both the effectiveness and impact of DEIB at NPRC. • Integrate and promote the values of DEIB across the college community • Engage students, faculty, and staff through relevant professional development and educational opportunities • Evaluate the college’s policies and practices with a DEIB lens. The key aspects of this project include – 1. An initial scoping of the project, project planning, and project timing.2. Conducting an organizational alignment analysis that includes the review of any data currently collected and interviews with existing staff and departments. 3. Identifying the organizational needs and individual drivers of DEIB success. 4. Seeking the opinions of staff at all levels of responsibility and tenure. 5. Determining priorities for DEIB areas of improvement and creating commitment for DEIB across key stakeholder groups. 6. Incorporating all data into a proposed audits and measurement solution. The methodology focuses on what people need on an intellectual, emotional, and physical level so that we may meet their needs, which creates a virtuous cycle of continuous improvement.The outcome of this project is a measurement framework and a checklist created to support sustainable reviews of ongoing DEIB work and internal auditing. This will be used to maintain inclusive practices, policies, procedures, and resources over time.

Education consulting and learning project management supporting a large scale technology implementation that impacts staff and clients. This work includes the creation and operations of a learning framework to support staff and client learning of new processes and technology.

Creating a large multi-module self-study eLearning course for Home Builders Institute (HBI). The interactive course focused on developing entrepreneurship through systems thinking in the construction industry. It was developed using Articulate Storyline and included 15 separate modules -- 300 pages of instruction, 162 integrated graphics, 42 knowledge builder activities, and 14 embedded instructional videos to support an immersive story-based educational experience.

Supporting culture and thinking differently. Worked with NDN staff and leaders to determine what was going well and what opportunities needed to be addressed to have a good day every day. This work consisted of meeting with everyone at NDN Companies and conducting leadership and organization interviews focused on the work, the people, and the team. The result was the design and development of a half day workshop focused on the commitment everyone could make to create the change they desired for themselves, their colleagues, NDN clients. As well as ways to create that together as one team.The focus of this engagement was to maintain the current NDN culture while NDN evolves, changes, and adapts to new opportunities and growth to create a long lasting and sustainable future.

Foleyworks conducted a program needs analysis and proposed a comprehensive learning design for one area of the business.

Foleyworks conducted a research analysis of education and organization change programs for the client. This included a proposed a risk management model and a governance framework to support an international organization in a nationwide change initiative.

IT Learning Services is responsible for the overall development, implementation and management of information system education across the system. This includes providing a comprehensive education strategy and plan ensuring the plan is carried out in accordance with the goals of the organization, monitoring the effectiveness of training, and overseeing the revision/updating of training materials. Vision: Bringing people together through meaningful learning to empower individuals, connect teams, develop performance and achieve positive patient experiences.Mission: The mission of IT Learning Services is to provide quality education so end users can succeed and advance our health and care practices.Operational Objectives: Enhance operational capabilities; Support organizational development; Accelerate strategic initiatives. Results:• Managed three IT service lines (Education; Coaching, eLearning) and 21 direct reports• Offered 82 new hire courses • Managed 190 educational programs to support 30+ IT applications• Delivered 600+ education assets and modules • Delivered 1,600 classes • Managed 6,000 hours of content development, eLearning & project support per year• Supported the education and talent development of 8,000 staff (including 2,000 new hires)• Managed 14,000 hours of coaching and elbow supportOutcomes:• 90% average staff competency rate• 92% average staff satisfaction with service offerings • 1 High Performance Learning Journey completed• Cost savings of $400K through tools integration and by innovating our learning model • Added 14 courses, 1910 hours of instruction without adding staff

Regional Leader for the "Model Experience for 'Everything'" - that includes growing the skillsets of all staff and our clients; expanding their influence; creating efficiencies in our approach to key initiatives; optimizing our work; advancing innovation; developing partnerships between associates and clients; helping to perfect our presentations; guiding our associates to apply design thinking to everything they do; and encouraging collaboration among our teams.

The Regional Leader for Cerner Middle East and Africa provides oversight for client education. Key responsibilities include sales, new business development, solution design and the management of teams in Dubai, UAE and in Doha, Qatar. The Business Manager is a member of the Cerner Middle East Leadership Operations Team & Executive Cabinet and works to ensure clients receive unified and focused guidance with regards to their education, business, process, solution optimization and organizational development efforts. Sales & Revenue: - USD $11.6 million in revenues and USD $20.3 million in bookings- 136% growth in bookings - 33% growth in revenuesLeadership & Operations: Conducted a SWOT analysis and created a 3 year strategic plan to grow talent, fill resource gaps, improve client relationships, grow bookings and increase revenue. - KLAS Training scores rose from 6.5 in 2015 to 7.2 in 2017 - Overall regional satisfaction with training and coaching improved by 5%- 25% increase in regional and local resourcing avoiding the expense of international travel- Created the first set of standard learning materials for our clients in the region- Created a cross-platform eLearning solution to educate 12,000+ staff over 9 weeks- Client satisfaction for the region = 4.5 (90%) on a scale of 5.0 – 15,000+ surveys collected.- Managed six (6) associates across 13 clients in 4 countries- Achieved 727.4 score achieving Best Companies two-star status as a teamImpact:- Educated 22,090 health care professionals on 30+ IT solutions across 4 countries & 46 facilities - Average competency with solutions = 90%- Average confidence with solutions = 85%- 250+ trainers delivered over 6,000 education events- 200+ custom created learning materials developed in under 3 months for two separate clients

The Learning Business Development Manager leads a team to develop business cases, create financial plans, and enhance existing solutions to enter new markets. During my time in this role my focus was developing key relationships with government and healthcare industry leaders to position Cerner in the marketplace and build brand awareness and loyalty. I spent my days meeting with clients and prospects to understand their wants and their needs to ensure our solutions could meet that expectation. I managed third party relationships, conducted market research, attended industry and networking events, developed sales channels, adjusted pricing and packaging, developed opportunities, generated leads and developed business models to guide the day to day as well as our more strategic decisions.Key Results:1. Grew the Business: - USD $15 million in revenues / USD $17 million in bookings.- 20% YOY revenue growth - 40% increase in market share- 90% rate of renewal for managed services- 15% growth in eLearning subscriptions; 27% growth in ILT- 400% growth in CE events - 57% growth in operating earnings 2. Advanced Innovation: Metropolitan Community College & Cerner pioneered the first Virtual Hospital that used a real EHR to educate nurses. 3. Created Efficiencies: Brought together several separate lines of business to increase associate and client satisfaction; improve business relationships and operational efficiency; and centralize the team to focus on eLearning, Higher Education and Continuing Education.4. First to distribute Cerner solutions (direct to consumer) through Amazon: Negotiated a strategic alliance with Pearson Education to offer new relationships through thousands of distributors (bookstores) including Amazon and Barnes & Noble. This led to brand exposure to thousands of health care professionals who were trained on Cerner's EHR. The alliance increased our sales force adding over 250 regional sales reps. in the U.S. & Canada.

The Program Manager for Global Learning owns the Learning Strategy for associates worldwide and creates program(s) that align with corporate and organizational imperatives. Daily activities include conducting organizational needs analysis to determine strategic program directions and collaborating with leadership to determine vision, objectives, and program strategy. The position requires working at multiple international locations including World Headquarters in the United States. I spent dedicated time traveling between office locations in the United Kingdom, France, India, Australia and the Middle East in order to connect and effectively develop and deliver educational programs to meet business needs. Key Results:1. Improved Communications through Social Media: Redefined and redesigned the way teams learn and connect through a social media platform. This helped associates and clients keep current with Cerner innovations. Cerner still uses the uCern platform today to connect and collaborate worldwide. 2. Advanced Talent: Created Cerner’s first Integration Architect; Solution Architect; and Engagement Leader Development Programs. These programs have continued to evolve over the past ten years and are in use today. The fundamental designs and innovations advance talent for Cerner worldwide.- USD $9.4 million in expatriate cost avoidance over the two-year timeframe by advancing talent- Avoided costs per associate with an ROI of 489.6%- 50% reduction in the time to complete certifications and achieve successful candidate placement - 95% decrease in the time to work for an associate aspiring to become an IA, SA or EL at Cerner3. Expanded ID Capabilities: Developed the support capabilities of Cerner Global by creating an Instructional Design program. The program became the fundamental intro course for all Learning Consultants and expanded Cerner's capabilities to grow and support talent and associate development worldwide.

Cerner Learning Architects are responsible for creating, developing & maintaining the formats & templates used to build curriculum for clients, partners & associates. Working with subject matter experts, the Learning Architect will oversee multiple projects and programs as well as Learning Consultants and will be involved in the development of learning solutions for Cerner Associates and Cerner Clients. They are expected to be able to perform any step of the instructional design process from analysis and design through development, implementation, and evaluation. The Learning Architect must be well grounded in learning theory and instructional technology to ensure that the learning solutions for which they are responsible are relevant, engaging, and effective in building the required knowledge and skills. In addition, knowledge of learning sciences, change management, and educational systems design is helpful in the role. Key Results: 1. Innovation through Story Based e-Learning: Developed Cerner’s first story-based eLearning module, Health Care Industry Basics (HCIB). This course consisted of 11 web-based modules and was delivered to every associate who joined Cerner from early in 2005 through 2009 improving the health care acumen of thousands of Cerner associates over those years. 2. Consulting Education through Simulation: Designed and developed the first Consulting Simulation that crossed multiple business units as well as our Consulting methodology and framework education. The learning designs included business unit rotations and helped thousands of associates learn their position and role at Cerner. 3. Best Practice in Learning: The programs contributed to an estimated USD $8.3 million to margin. The designs that were put in place have become best practice at Cerner and are still used today.

The position of Department Director of the Faculty Development Center and focused on elevating faculty member’s experience and educational excellence. I created and managed a center of excellence for instructional design and technology systems (IDTS); Guided the diffusion and adoption of course and curricular innovations capable of enhancing teaching and learning at Penn State; Coordinated various projects related to learning technologies; Guided faculty members towards the integration of instructional technology solutions capable of enhancing teaching and learning; Conducted evaluations and surveys, prepare and produce reports, participate in job related committees, meetings, and working groups; And identified potential funding sources, develop relationships with sponsors, including but not limited to, government, corporations, and foundations.

During this time at Penn State, I became a founding member of the Solutions Institute within the School of Information Sciences and Technology (IST) which was recognized both by the Smithsonian and the New Media Consortium for having demonstrated “a commitment to pushing the boundaries of teaching, learning, research and creative expression."In this role, I designed and developed core curriculum for the School of Information Sciences and Technology; Designed and developed online education and training solutions for a problem-based, team-based classroom environment with multiple delivery structures including online, blended, and residential delivery; Led an instructional design and development team to complete multiple projects, creating online learning environments for statewide use; And created MOUs, timelines, storyboards, flowcharts, rubrics, media selection, meeting agendas and minutes and overall project management.

I worked with a team of instructional designers to guide clients through the instructional design process in order to develop computer based training CD. I created storyboards, flow-charting, helped with Toolbook programming, developed digital photography, helped with the project management, and the overall program evaluation.

I helped to implement a center for technology and teacher education. I was responsible for the training of pre-service teachers and in-service teacher co-ops to apply and integrate technology in K-12 educational environments.

I designed and developed two learning web portals and made recommendations in the areas of software and hardware procurement for the School of Education. I trained in-service teachers in the application and integration of technology for the purposes of education.