Kate Pingel, Mba, Cdmp Email & Phone Number

Madison, Wisconsin, United States

Advise clients to design and execute on their Data Strategy. Help extend their data governance capabilities, meeting them where they are and designing a target maturity state to make data actionable for the business and to turn information into value, advancing their analytics journey. Establish and lead the Data Quality practice. Manage strategic partner relationships and to ensure success of partnership strategy.• Coach and guide clients in defining a data strategy that aligns with company goals and initiatives.• Perform assessments of data management environments to establish current state baseline.• Use cross-organizational collaboration to design a future state for data and an action-oriented roadmap with clearly defined milestones to achieve target maturity levels.• Host workshops and detailed working sessions to identify governance capabilities that will best support the target state practice.• Design customized operating models to support the ongoing needs of establishing and extending a data governance practice throughout an organization.• Define and draft supporting policies, standards and processes needed to support an organizational practice of data governance.• Prepare organizational change management plans to promote adoption as an organization is ready to scale.• Establish the firm’s Data Quality practice with the design of a framework and articulated client engagement support. • Define strategies and design the firm’s product offerings in support of new vendor partnerships and in response to changing markets and client needs.

Served as the trusted advisor to credit union customers with the responsibility to ensure value capture and customer satisfaction as measured through adoption and utilization of various data solutions.• Created and conducted Business Objective Alignment workshops to define customer goals while aligning with supporting data services available. • Presented predictive model outputs, clustering findings, and insights to clients to provide execution recommendations and establish plans.• Performed various training and change management sessions with business leaders to highlight business opportunities within the data solutions and create roll-out plans for successful user adoption.• Engaged with credit union customers to identify current capabilities and change readiness to bring data into their decisioning and planning processes.

Madison, Wi

Served as the critical point of contact for credit union customers with the responsibility to drive program results and value delivery through customer adoption. Applied best practices and subject matter expertise to define the end-to-end customer experience to ensure consistent delivery and execution.• Worked with a cross-functional Product Development, Sales and Technical team to develop value proposition and data visualization design solutions for credit unions that align with their strategic goals.• Coordinated and established implementation road maps to keep internal teams and external customers aligned with project deliverables.• Created a customer training curriculum to provide three levels of training based on the audience needs and their level of expertise.• Performed training sessions for groups of 5 – 15 to introduce Microsoft’s Power BI platform as well as the product suite delivery to further enable adoption of data visualizations.

Madison, Wi

Assisted with the development and establishment of the Enterprise Data Governance and Data Management program. Engaged to manage vendor deliverables and customize them to meet the Enterprise DataOrganization’s mission and vision.• Worked with vended partners to establish and define the future state of the Enterprise DataGovernance and Data Management program starting with a current state assessment and definingrequirements through the details of creating operating models and road map for the near and distantfuture.• Engaged closely with Enterprise Risk and Assurance to properly identify, define and assign Data Risks.This work included re-defining the Risk Appetite while establishing data standards and policies.• Integrated closely with ongoing transformational programs to align current practices with thoseproposed with the new framework. This includes meeting Data Quality, Meta Data Management andMaster Data Management as well as Data Governance.• Presented program updates and progress reports as well as training sessions for groups ranging in size from 5 to 100. Executive discussions held weekly for ongoing alignment with corporate initiatives and strategic alignment. Represented Data Governance and Data Management on multiple transformational efforts throughout the organization to begin awareness of changes and needs.• Operated in the role of Scrum Master to define and deliver a platform for Enterprise Data Governanceand Data Management.

Madison, Wi

Provided an integrated business and technical perspective to a multi-year program targeted to drastically change the landscape of finance technology and financial data usage across the enterprise. Engaged as liaison with the subject matter experts, end users and technical architects to lead development of solutions that provide efficiency and transparency in a newly structured environment while continuing to provide existing functionality.• Designed and implemented process to post actuarial reserves to the general ledger via new integrations between existing technologies. Decreased manual efforts by over 75% through the retirement of over 20 SAS jobs, manual mainframe and spreadsheet entries, and valuation system extracts. Established greater controls and governance to provide efficient, transparent and reliable results through removal accounting logic embedded in the process.• Analyzed existing SQL expense allocations process and designed new process utilizing general ledger software. Proposed process improvements and data controls through automating in single environment that reduced risks associated with data movement and retired an environment external to the Finance landscape that was being used for unintended purposes. • Established and managed work plan and business contractor resources to achieve goals and ensure alignment across a highly matrixed program; delivered objectives within cost, timeline and risk profile.• Presented program progress updates quarterly to business leader groups ranging in size from 3 to 20 resulting in additional awareness of the program and alignment of resource allocations. Presented to team of 15 on a weekly basis to identify and discuss risks, concerns, issues and successes which validated dependencies across the program’s efforts.

Built a high-performing Actuarial Management and Information Center of Excellence. • Built a team with two Data Analysts to serve as a Center of Excellence for actuarial and other business data and financial reporting needs. Utilized a project management approach to assess processes transferred from stakeholders and designed efficient, consistent and transparent processes with the development of appropriate SAS jobs, data queries and other data collection and reporting tools which reduced work effort by one full time employee.• Maintained resource plan for development and project work as well as ongoing support and routine deliverables to provide creative, efficient, and reliable support increasing the value of the team to the stakeholders.• Coached staff in professional development and designed team structure to include opportunities for career progression within the team creating an attractive opportunity for beginning and senior analysts.

Madison, Wisconsin Area

Assisted in meeting the product line’s profitability and loss objectives via underwriting guidelines, risk management and product design.• Proposed approach for filing new product in challenging state to match competitors and respond to the customer’s voice. Analyzed benefits and risks of following the product design approved for other providers which did not match the existing product and the endorsed option of building a relationship with the insurance department to create a product to fit within the company’s existing portfolio while meeting state regulations.• Drafted and executed underwriting guidelines for Line Underwriters and provided guidance and oversight for underwriting large accounts with special pricing considerations to ensure that product performance remained within the expected boundaries established through pricing and product management.• Presented bi-monthly reports and guidance to cross functional team of 15 representatives regarding rate, form and product development strategies to align efforts and prepare for future impacts and potential resources needed.

Reviewed pricing structure and adequacy for $750Million product line.• Reviewed business experience at the product level to evaluate rate adequacy, measure actual to plan performance and model impacts of product design or rating changes to profitability• Prepared account level pricing for programs that prescribed customized features and benefits• Prepared and maintained various custom tools utilized by Line Underwriting to rate accounts• Designed and enhanced tools for tracking profitability measures• Advised Line Underwriting regarding details of the pricing structure and rating algorithms

Madison, Wi

Managed and underwrote top national accounts • Worked closely with high-performing sales staff to procure new business and manage current relationships• Evaluated risk exposure at account level to set rates and compensation plans• Managde relationship pricing structures and agreements• Subject matter expert for numerous projects and initiatives

Master Of Business Administration (M.B.A.)

Bachelor Of Arts (Ba), Mathematics And Statistics With An Emphasis In Actuarial Science