Strategic Leader within the organization with a concentration on the development and execution of innovative training and staff development programs. Consistently identify and capitalize on areas of improvement within current training systems which has resulted in improved engagement and training satisfaction among employees. Work closely with both internal and external stakeholders during the development process in addition to training internal staff on the use of virtual classroom and webcast tools/platforms. Design innovative content for new staff members regarding virtual platforms and learning & development processes in addition to providing on-site support as needed. ➢Act as Lead Producer for several virtual tax programs along with being recognized as a subject matter expert regarding technical issues during live-streamed events➢Produce live-video webcasts in the organization’s studio facilities in Washington, DC and New York, NY, edit audio recordings, facilitate Train the Trainer sessions, and coach/mentor Virtual Classroom Instructors➢Demonstrate a consistent ability to facilitate the roll-out of new training initiatives while maintaining high-levels of staff engagement and satisfaction➢Increased staff buy-in and engagement by creating animated videos aimed at advertising the roll-out of a new virtual classroom platform across the organization ➢Credited as Co-Producer for several large-scale conferences such as: Assurance Sector Conference (2013): 2,000 participants, 50+ electives, webcast/virtual classroom; Assurance Sector Leadership Academy (2012): 2,000 participants, 25+ events, webcast; Assurance Sector Leadership Academy (2009): 2,000 participants, 70+ electives, virtual classroom; Advisory University Conference (2009): 3,000 participants, 65+ electives, classroom, virtual classroom

Directed both day-to-day and strategic training and education logistics with a focus on all tax-related products/lines of service. Oversaw all phases of training development and execution which included identifying training needs, obtaining content from subject matter experts, and creating training development strategies. Identified innovative ways of delivering training to staff members, analyzed training results, and streamlined existing processes/strategies. ➢Obtained and resolved help-desk tickets related to current training programs along with providing staff with on-site support during training courses/events➢Instructor for a learning and development module provided to local staff members, hosted various virtual classroom training sessions, and generated training/registration materials

Coordinated daily administrative functions within the Tax Learning & Education department. Supported Program Managers in the identification of training gaps and weaknesses along with communicating effectively with all stakeholders prior to and during training and creating registration materials. ➢Lead Contact and Designer for a complex web-based learning management system which required significant knowledge of system usage and available features ➢Instrumental in the coordination on “day-of” support of both local and national training programs in addition to managing the processing and approval of vendor invoices

Provided exceptional administrative support to senior leadership within the training and tax education department. Assisted in the creation and execution of training curriculum and associated documents for over 400 training programs. Compiled and analyzed quarterly budget information, attended training events to provide on-site support, and processed vendor invoices. ➢Played a lead role in overseeing course compliance documents for both Instructors and participants along with summarizing Instructor evaluations for tax leadership courses➢Utilized superior communication and interpersonal ability to maintain positive rapport with internal teams, vendors, consultants, and Professors at various universities