Responsible for leading the firm's Health Care Industry practice, providing direction to the growth, talent, products and client services for this division.

Provide leadership, change management, strategy, marketing and communication services.Areas of expertise include:- Leadership Development- Change Management- Strategic Planning- Communications Planning- Facilitation & Retreat/Meeting Design- Project Management- Market Research and Focus Groups- Grant and Speech WritingIndustry expertise in health care and insurance services.Recent client engagements include:- Facilitated change management process for rapidly growing national healthcare delivery company.- Designed and facilitated executive & board retreats to accelerate leadership alignment around strategic priorities and change readiness.- Supported divisional leadership in understanding and improving culture and employee engagement, through surveys, focus groups and staff-driven action team planning.- Developed a communications plan for a multi-subsidiary rollout of a Lean methodology for quality improvement. Also wrote an internal recurring newsletter to share best practices.- Worked with PMO office of a client for a change management process to develop a monthly newsletter to impacted stakeholders to update progress, enhance understanding and support of changes.

Organizational Effectiveness (2004-2006)Coordinated and facilitated the effective implementation of systemwide strategies and led the planning and coordination of governance functions for the Board of Directors of this $4 billion Catholic, not-for-profit, multi-hospital system. Supported the President & CEO by planning, developing and coordinating management activities and systemwide leadership meetings to ensure the achievement of organizational goals and objectives. Worked with the CEO and Board Chair to revise the Board and Committee structure and processes, resulting in more effective and efficient governance functions and increased focus on strategy.Led a Board-directed portfolio analysis of ten subsidiary markets, assessing the mission, market-position and operational effectiveness of each subsidiary, which influenced the corporate growth and capital allocation strategy.

Served on Executive Team. Responsible for development of corporate strategic direction and the annual planning cycle, management of customer satisfaction surveys (physicians and patients) and leadership development for corporate executives. Oversight of market research, strategic planning and business development support to local subsidiaries, ensuring alignment to overall corporate mission and vision. During tenure, created a corporate communications function and also had responsibility for, advocacy and research and development functions. Key achievements included: Oversaw the development of an aggressive growth strategy, resulting in more than doubling of corporate revenues over a five year period through expansion of markets and acquisitions.Supported leadership in defining new organizational structure to support shift in strategic direction. Led the formation of a new system brand identity, resulting in a common logo and identity across multiple subsidiaries.Shaped a scenario planning and future visioning process that resulted in the development of a new vision and strategic direction, shifting the strategic focus of the System.Designed and led leadership development sessions and retreats for senior leadership and Trustees.Facilitated leadership and board retreats to achieve teambuilding and organizational goals.Co-chaired systemwide task forces to select and implement physician and patient satisfaction surveys, transitioning from an internal process to a vendor approach and resulting in more robust data and focused strategies to enhance customer satisfaction.Led a team of planning and market research staff to provide market, service line and community needs data for subsidiaries and facilitated the development of local strategic and service line plans. Recipient of Values In Action awards for Service and Excellence.

As a leader in the Southern California Health Care Group, provided consulting services to a range of healthcare, managed care and insurance clients. Areas of expertise included strategy, planning and operations improvement/reengineering and revenue enhancement. Also provided merger and due diligence consulting services. Clients included hospitals, physician groups, HMOs and Blue Cross/Blue Shield organizations.Managed multiple reengineering projects, including evaluating the operations and service levels of all functions and providing recommendations to increase efficiency and service through workflow changes, cross-training and productivity increases.Conducted market analyses and developed strategic recommendations for clients to achieve growth and strengthen market share.Conducted financial due diligence and developed recommendations for integration and organization of key functions in mergers and acquisitions.

Member of the Corporate Finance team specializing in fixed income products and health care companies. Provided investment banking services to clients, including comparative financial and acquisition analyses, rating agency presentations, prospectus preparation and more than $500 million in municipal bond offerings. Created the Health Maintenance Organization Market Survey, a publication which resulted in successful new business development.