Lori Farley Email & Phone Number

Waukesha, Wi, Us

As a manager in the department of Innovation & Solutions, I focus on the needs of Baker Tilly in its drive to energize service offerings through the integration of innovative thinking and solutions. My current program management of one of the firm's largest innovation initiatives encompasses project inception through go-to-market launch, workplan and service offering development, process optimization, and reporting.Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 148 territories, with 36,000 professionals and a combined worldwide revenue of $4.0 billion.

New Berlin, Wisconsin, United States

Responsible for developing, implementing, and managing policy and technical controls that support privacy and compliance requirements including ISO27001, HIPAA, GDPR, State and industry regulations for the agency and clients.

Gmr Marketing Llc, New Berlin, Wi

Brought together multiple departments within the agency for a variety of high-level clients and initiatives, including information security and process compliance management, integrated business planning, and operational oversight on client projects.• Applied operations and compliance expertise creating company-wide protocols and digital systems for privacy tracking, audit compliance, and digital security evaluation, enhancing agency legal execution, consistent documentation, and client services.• Organized and successfully executed IT audits with external auditors and subcontractors, including firewall/encryption/application audit services ensuring consistent controls, documentation of systems, and secure data transfers. • Developed, tracked, and maintained formal documentation of GMR’s infrastructure and systems processing PII and ePHI.• Created and maintained GMR’s disaster recovery/business continuity plans, including annual table-top exercise across multiple agency departments. • Developed communication plans and trained 7+ internal teams on service offerings, including fabrication shop capabilities, financial price points, sell-in tools, and legal contract terms for negotiation and risk management.

Managed all aspects of highly regulated, Fortune 500 client digital business, including strategic direction, legal negotiation and risk management, program timeline and budget management, project resourcing, software development testing, on-boarding, and audit management.• Oversaw the reorganization of the development team, resulting in 40% increase in client investment and ability to expand the department from 12 to 22 full-time contractors.

Led multiple large teams to deliver consistently successful results for high-profile clients and their business objectives. • Reorganized and led a 40+ client service unit managing $32M in program budgets, including $15M in assets. • Led a team of 25+ in collaboration with multiple GMR departments and 21 Omnicom agencies, increasing Bank of America’s product awareness, consumer response, and delivering 18 million unique interactions in the first-ever BOA Beijing Summer Olympic U.S. Tour. • Created a proprietary enterprise inventory and reporting management system, reducing human error by 90% and optimizing financial teams’ effectiveness.• Restored nationwide field system of 650+ employees, collecting 2.1 million names at 50+ U.S. locations for client direct-mail, enabling team to provide competitive market-place analysis and ongoing statistical analysis.

Madison, Wisconsin, United States

Led strategic annual promotion planning for the Oscar Mayer/Claussen/Boca and Lunchables brands, responsible for over $25 million in promotion budgets. Developed and managed integrated marketing programs utilizing event marketing, media, public relations, sales, merchandising, website interaction and traditional consumer promotion tactics to achieve business objectives. Negotiated with external and internal promotional partners. As part of promotional leadership on Lunchables business, negotiated with external sponsorship partners to refresh creative on multiple SKU packaging on a quarterly basis.

Created and implemented consumer promotion development plans and integrated marketing programs like "Share The Smiles" Oscar Mayer Wienermobile program which generated thousands of pounds of food donations for local Second Harvest Food Banks and won a Gold Reggie Award in 2000.

Managed staff in the creation, development, implementation and evaluation of special entertainment event promotions for corporate clients in international, domestic and military marketsAssisted in the overall growth of the company by continuing to cultivate new client opportunities.Instrumental in the creation and implementation of office policy.Clients included: Kraft Foods, Inc, AT&T Global Services, Philip Morris Domestic & International, Miller Brewing Domestic & International, M&M/MARS, S.C. Johnson & Son, Inc

Produced on-air broadcasts including daily shows: morning/afternoon drive; sports: Bears/Cubs baseball, The Agribusiness Report-Farm Show with Orion Samuelson and Max Armstrong and The Kathy (O'Malley) and Judy (Markey) Show.Writer/producer of WGN Policy Book regarding on-air acceptance of commercials

Researched and booked all talent for in-studio appearance on live/satellite, late-night variety television show.

Bachelor Of Arts - Ba, Communications

Communications

Activities and Societies: International Study Abroad through University of Wisconsin Stevens Point, Munich, Germany. Emphasis in German.