Lisa Kirshner Email & Phone Number

Canada

Project Management services

Halifax, Nova Scotia, Canada

BF&M (BF&M and Island Heritage) offers residential and commercial property, casualty, motor, marine and travel insurance products, as well as health and life plans, pension administration and investment services.As Sr. Project Manager, I carry 3-5 projects at once using either a waterfall or agile methodology. Projects include:-IFRS17 solution implementation -P&C software changes -Infrastructure projects-Software upgrades-Vehicle registration integration

Greater Toronto Area, Canada

CAA Insurance provides property & casualty insurance to over 200,000 Canadian families. Orion Travel Insurance provides travel & medical insurance that protect Canadian travellers globally. As Project Manager I typically lead 2-5 projects at a time working with stakeholders from multiple areas in the business. Projects include:- Onboarding Clubs (Manitoba, BCAA)- Launching new programs & products (CAA MyPace & CAA Water Coverage)- Revising existing programs (CAA… Show more CAA Insurance provides property & casualty insurance to over 200,000 Canadian families. Orion Travel Insurance provides travel & medical insurance that protect Canadian travellers globally. As Project Manager I typically lead 2-5 projects at a time working with stakeholders from multiple areas in the business. Projects include:- Onboarding Clubs (Manitoba, BCAA)- Launching new programs & products (CAA MyPace & CAA Water Coverage)- Revising existing programs (CAA Connect, CAA Distinct, Regular Rate & Product changes)- Onboarding new technology Show less

Toronto, Ontario, Canada

Numeris, is a not for profit, member-owned tripartite industry organization, which has been operating since 1944. Numeris provides broadcast measurement and consumer behaviour data, as well as industry-leading intelligence to broadcasters, advertisers and agencies.Responsible for the delivery of software, business and infrastructure projects of varying sizes. Projects include: -Two website rebuilds-Salesforce implementation-F5 implementation-Design of specialized… Show more Numeris, is a not for profit, member-owned tripartite industry organization, which has been operating since 1944. Numeris provides broadcast measurement and consumer behaviour data, as well as industry-leading intelligence to broadcasters, advertisers and agencies.Responsible for the delivery of software, business and infrastructure projects of varying sizes. Projects include: -Two website rebuilds-Salesforce implementation-F5 implementation-Design of specialized reports-A major custom software program re-write-Small custom software/report projects. In addition I served as the interim PMO manager for two months while the position was vacant. Show less

Greater Toronto Area, Canada

A.M. Associates Insurance Services Ltd. provides Lloyd's Coverholder Audits & General Insurance Consulting.I was contracted to review and update various insurance audit tools, manuals, policies and procedures.

Greater Toronto Area, Canada

CapitalStream™ provides software and consulting services that enables commercial banks and finance companies to implement Straight Through Processing (STP) of loans, lines and leases. CapitalStream solutions streamline origination, credit analysis, due diligence, document generation, booking, account monitoring and ongoing risk management to reduce cost, risk and processing time.Employee of the Month - January 2013Provided Project & Team Management for the Bank of Montreal… Show more CapitalStream™ provides software and consulting services that enables commercial banks and finance companies to implement Straight Through Processing (STP) of loans, lines and leases. CapitalStream solutions streamline origination, credit analysis, due diligence, document generation, booking, account monitoring and ongoing risk management to reduce cost, risk and processing time.Employee of the Month - January 2013Provided Project & Team Management for the Bank of Montreal project including:-Mentoring Team members-Training & documenting internal procedures-Budgeting, resource forecasting & invoicing-Project planning, task assignment & follow up-Overseeing design sessions & defining business objectives with stakeholders-Gathering Business requirements & identifing gaps-Evaluating the impact of change requests-Attending & conducting stakeholder meetings -Identifying and resolving issues -Creating progress/status reports for internal & external reporting-Overseeing QA & UAT and coordinating defect management Show less

Greater Toronto Area, Canada

VFA purchased Altus Capital Planning (ACP) June 29, 2012. VFA provides capital planning solutions. As Project Manager I cover all the regular project tasks you would expect from project initiation through closure. I managing budgets, contractors, tasks, oversee project teams as well as look after software configurations, consult with clients and deliver training. Gathering business requirements, writing business specs for developers and testing and logging defects are part of my… Show more VFA purchased Altus Capital Planning (ACP) June 29, 2012. VFA provides capital planning solutions. As Project Manager I cover all the regular project tasks you would expect from project initiation through closure. I managing budgets, contractors, tasks, oversee project teams as well as look after software configurations, consult with clients and deliver training. Gathering business requirements, writing business specs for developers and testing and logging defects are part of my regular work too. I am a well rounded hands on, PM. My project budgets have ranged in size from under $10,000 to over $2.5 Million.In addition I provided classroom training on the Altus/VFA software (aprx. 12 participants per session) and lead monthly on-line training sessions to support end users located across Ontario.Projects involved working with:-Asset Evolution-State of Alaska, Department of Health and Social Services-Pretium Anderson-RBC Royal Bank-RONA-Stantec Inc.-The Ontario Ministry of Education (EDU) and the 72 Ontario District -School Boards-Town of Richmond Hill-University of Saskatchewan Show less

Calgary, Alberta, Canada

Policy Works, started in 1991, creates software specifically designed to help brokerages automate and manage the complexities of commercial insurance. In 2000, the Policy Works Broker Edition was released as a commercial management tool designed specifically for brokers. Since that time, Policy Works has worked with over 400 Canadian brokerages to help them improve their commercial lines workflows.Director of Implementation Services (2008 – 2011)Promoted into a newly created… Show more Policy Works, started in 1991, creates software specifically designed to help brokerages automate and manage the complexities of commercial insurance. In 2000, the Policy Works Broker Edition was released as a commercial management tool designed specifically for brokers. Since that time, Policy Works has worked with over 400 Canadian brokerages to help them improve their commercial lines workflows.Director of Implementation Services (2008 – 2011)Promoted into a newly created position to manage the Implementation Services team and lead special projects. The team’s responsibility was focused on training, client adoption and utilization of the software to ensure client satisfaction and retention. Created, designed and lead face to face and web training. Personally provided training at over 125 brokerages across Canada. Implementation Manager (2004 – 2008)Hired to coordinate implementation projects and provide training and support for clients in the Ontario and Maritime regions. Responsible for ensuring implementations were completed in a timely fashion while also ensuring client satisfaction. Create & delivered training and webinars for each new software release.Projects involved working with:-Intact-Gore Mutual Insurance Company-Aviva-RSA-The Economical Insurance Group-SGI Canada-AXA-100+ Brokerages across Canada Show less

Toronto, Ontario, Canada

Triversity, started in 1990 & purchased by SAP in 2004, designs and develops customer-centric software solutions for the retail industry. It provides point-of-sale and point-of interaction applications which manage transaction processing and data sharing at stores, kiosks, online, and through wireless devices.Training Specialist, 2001 - 2004A strong understanding of the Triversity software suite and excellent customer service skills resulted in being selected to facilitate and… Show more Triversity, started in 1990 & purchased by SAP in 2004, designs and develops customer-centric software solutions for the retail industry. It provides point-of-sale and point-of interaction applications which manage transaction processing and data sharing at stores, kiosks, online, and through wireless devices.Training Specialist, 2001 - 2004A strong understanding of the Triversity software suite and excellent customer service skills resulted in being selected to facilitate and design training for internal staff & end users. Triversity (since purchased by SAP) creates POS (Point of Sale) software that is used by retailers world wide.Quality Assurance Analyst, 1999 - 2001Software Support Analyst, 1998 - 1999 Show less

Mba

Honours Bachelor Of Commerce, Business/Marketing

Canadian Risk Management (Crm) Designation (In Progress)

Risk Management Principles and Practices - completed July 2019

Education record

Cannabis Industry Specialization Program (in progress) Cannabis Business Operations: Structure of the Industry completed Oct. 2019.

Education record

Network & Internet Support Professional Diploma, Computer Networking & Support