Lisa Lunsford Email & Phone Number

Saint Paul, Mn, Us

Indianapolis, Us

At Catipult, we believe that any company can become a world class company.Our innovative business system empowers companies of all sizes to implement the renownedRockefeller Habits, systematically aligning all facets of the company, fostering laser focus on theright goals, and facilitating effective execution on those goals. In doing so, Catipult not onlytransforms your company into a finely tuned engine but also points it in the right direction todrive increased revenue, profit, and valuation.Unlike conventional business systems that center around company goals, Catipult starts byprioritizing you – the business owner. By beginning with your personal goals and aligningbusiness objectives accordingly, Catipult prevents burnout and enables you to thrive not justprofessionally, but also as a human being.Catipult accelerates your journey to success with cutting-edge software that generates worldclass, industry-specific KPI’s for you – helping you quickly identify key areas for improvementand keep everyone aligned on top priorities.If you’re ready to transform your company, let’s talk!

Woodmere, New York, Us

The first, largest, & hardest to join Fractional COO firm anywhere.You started your business as the Visionary. Your ideas got traction.The traction started to feel wobbly and chaotic. It was thrilling, until you realized you couldn't take your hands off the wheel. That's not a visionary, that's a driver.If a driver's life is not for you, know that our Fractional COOs transform chaos into order.Let's select your next destination. Then let us drive you there.We are a team of experienced Fractional COOs (Integrators) who have owned or run companies and turned them into scalable, self-managing companies.Some founded and grew their own business. Some ran operations at large enterprises.Each knows how to get you to the future you've envisioned.Our clients succeed because of the size of their vision. Not the size of their company.

Minneapolis/St. Paul, Minnesota, Us

Minneapolis/St. Paul, Minnesota, Us

Business & IT management consultant serving clients across multiple industries in roles such as Program Manager, Project Manager, Business Analyst, Process Improvement Analyst, and Agile coach.Highlights:SOLUTIA CONSULTING • Minneapolis, MN • Inside Account Manager: Build strong client relationships, identify & fill consultant needs across client orgs• Executive Coach: Guide leaders to identify and overcome adverse patterns through leveraging personal values and strengths• Service Line Growth Leader: Responsible for delivering service line revenue growth• EOS Implementation: Expanded company’s EOS implementation to provide additional structure and achieve stronger company-wide alignmentW.R. BERKLEY INSURANCE • Greenwich, CT (Remote)Management Consultant / Program Manager / Scrum Master for company-wide digital optimization program:• Established order from chaos by introducing consistent infrastructure & communication• Coach product owner in initiative road map creation & strategic prioritization of goals TOPPAN MERRILL (formerly Merrill) • St. Paul, MN Program & Project Manager for IT Infrastructure & IT Delivery Projects:• Program manager for highly visible, multi-million-dollar project to migrate acquired divisions of Merrill to new parent company Toppan Merrill; built and ran multi-team program structure, established program best practices, & oversaw cloud migration• Project Manager for regulated health care/financial products with $4+ Million annual budget• Drove continuous improvement initiatives• Developed new financial forecasting template for CIO’s executive CapEx meetings• Successfully translated between IT subject matter experts to develop cross-functional project plansCHRIS ATKINSON, INC • Benton, AR (Remote)Strategic Coach/fractional integrator for small business:• Developed long-term growth strategy, defined sales funnel, created referral program, designed marketing campaign; served as HR advisor

Minneapolis/St. Paul, Minnesota, Us

Minneapolis/St. Paul, Minnesota, Us

I provide management consulting services for small businesses. With my instinct for asking the right questions, I am able to get to the root of the problem, so that I can offer effective and creative solutions to help small businesses flourish.Projects for clients have included:• Developed pricing and marketing strategies for a new product line, increasing profit by 44%• Spearheaded the hiring process for a newly created role• Performed market research and analysis for a growing start-up• Served as strategic advisor for business owner making changes to board of directors• Provided one-on-one training in negotiation, influence, and conflict resolution

Toronto, On, Ca

Business analyst working at the intersection of Wealth Management and IT Development ("FinTech"); my role was to support a custom brokerage platform that processes roughly one-third of all trades on the New York Stock Exchange.• Create work estimates by researching system functionality and interfacing with software developers.• Gather and validate user requirements from clients and internal stakeholders to ensure that enhancement requests meet business needs and comply with regulatory requirements.• Collaborate with clients, third-party vendors, and internal departments to move projects forward.• Create project documentation (including scope and functional specification documentation) that is technically precise and also easily understood by both clients and software developers.• Develop functional test plans; execute and document functional tests to confirm that system enhancements meet business needs and provide planned functionality without defects.• Contribute to organization-wide effort to comply with trade settlement cycle regulatory requirements through functional testing.• Research system inefficiencies and propose improvements.• Produced HP Quality Center training session that will be used for QA onboarding• Helped lead planning team for annual "un-conference" attended by several hundred employees.• Co-chair of Women@ThomsonReuters-Brookfield, the local chapter of a corporate-sponsored employee resource group; My mission in leading this group is to contribute to the organization’s high-performance culture by promoting employee engagement and career development.

Milwaukee, Wisconsin, Us

Managed trust funding department and trained trust funding team. Directed process improvement projects and created supporting documentation. Built consensus to achieve successful procedural change.QUANTIFIABLE RESULTS:• Increased clients’ documentation compliance from 45% to 95%, which improved client satisfaction and saved over 5 weeks of employee time per year• Reduced data entry time by 90% and increased accuracy by 75% by implementing PDF-writing software• Digitalized document processing, which reduced search time for client files by 95% and saved over 3.5 weeks of employee time per yearSTRATEGIC INITIATIVES:• Directed strategic reorganization of the firm's trust funding process• Created Microsoft Excel data log to track the progress of trust funding projects; Trained and supervised Trust Funding team on using and maintaining log; Analyze data log to create assessments and projections • Implemented IT transformation (hardware and software)• Provide software support and computer efficiency training to office staff, including Windows desktop OS (multiple versions), Microsoft Word, Excel, PowerPoint, Outlook, Visio, Time Matters, Internet Explorer, Google Chrome, WebEx, HotDocsOTHER ACHIEVEMENTS:• Wrote marketing copy and edited paralegals' client correspondence• Served as subject matter expert for technology questions

Eagan, Minnesota, Us

• Handpicked member of senior management’s organizational development committee• Generated and delivered engaging and innovative lesson plans in classroom for grades 7-10

B.A., Philosophy; Catholic Studies

Project Management Certificate