Leading a small team of L&D professionals to foster the growth and development of Global Consumer Tax leaders at H&R Block by crafting purposeful learning experiences.

• Responsible for administering training to 25,000 associates in the Southeast including the Income Tax Course, Tax Training Schools and Skills to Win annual associate client experience training; led a team of 1,200 instructors through collaborative partnerships with field leaders to deliver all training events within budget, while ensuring quality delivery; initial efforts to streamline administration of Tax Training Schools in 2009 resulted in $1 million in savings• Collaborated with Southeast Leadership Team to design and deliver leadership training to field leaders, including Coaching, Accountability, Presentation and Facilitation skills• Led the country in execution of Certified Master Trainer Workshops, with highest franchise/company ratio of participation (40%/60%) and chosen to facilitate the National CMI Academy in KC• Design and implementation of 9-hour Dress Rehearsal component to Skills to Win in 2010, which was the foundation for the national Dress Rehearsal in 2011; Client Experience Satisfaction scores increased significantly in all areas and led the country in most categories as a result• Strategy and implementation design of Free 1040EZ Pilot in 2010; contributed to strategy, created and delivered training and communication plan for three markets in the Southeast; created the Free EZ Playbook which was later adopted into the national Free 1040EZ Pricing Strategy in 2011

• Coordinated and administered sales & leadership training programs for 500 employees in Florida & Alabama, including sales & leadership curriculum• Certified Facilitator for career and leadership development curriculum including Coaching to Drive Performance, Behavioral Interviewing, Effective Communication Skills, Diversity (ProSource Group), Apprenticeship Fundamentals Sales Training & Management Perspective I & II Certification• Designed and implemented division Succession Plan Program including selection & training of approximately 40 employees for various career tracks including management and functional support; tasks include program communication, scheduling, facilitating sessions, organizing OJT assignments, panel interviews and post-panel development plans• Certified Facilitator of HR sessions including Positive Workplace Environment, Sexual Harassment and Workplace Violence• Corporate Division Event Planner – content creation, selection and training of presenters, production of multimedia, vendor management for annual Sales & Leadership Conference, Biannual President’s Council Award Meetings, division meetings and training events• Direct $100k annual training budget for all division training functions and remained at or under budget while producing 95% completion of all training events• Division Business Partner for business and performance strategy; National SME for product design and implementation

• Operated 6 consumer finance branch offices in 2 states with receivables of $30-$60 million and 3-6 employees per branch.• Managed profitable growth in loan account gain through loan origination and customer retention under the Household & Beneficial Finance brands• Produced 1-2 management candidates annually through leadership development activities

• Recognized top collector and manager of 6-10 person collection team responsible for obtaining resolution of third party charged off credit card debts through lump-sum settlements and payment plan programs.• Specialized in highest delinquency debt collection, delivering record setting results on debt that was no longer reported to the consumer’s Credit Bureau Report

• Marketing Manager for one-way audio and data satellite communications division; responsible for all aspects of sales support and advertising including agency relationship management, design & execution of print collateral and advertising, trade show coordination for all product lines• Created and managed a new product division utilizing existing satellite technology for delivery; product was eventually sold to an existing customer seeking to diversify their portfolio