Lori Timm, Ccufc, Cude Email & Phone Number

North Carolina, United States

Greensboro--Winston-Salem--High Point Area

Direct enterprise-wide initiatives that align with Allegacy's mission, promote financial wellbeing, and benefit the communities we serve. Provide strategic direction for the development and delivery of innovative financial training and coaching solutions, educational resources, and digital tools. Lead community development efforts that deepen collaborative.

Greensboro/Winston-Salem, North Carolina Area

Lead the expansion of enterprise-wide financial health initiatives, including content development, program design and delivery, and strategy around affinity points and life stages. Oversee implementation and promotion of Allegacy’s financial wellbeing offerings and tools, including financial coaching and training. Support business and community development.

Research and write topical articles for retirement home activity directors to use within their communities. Edit educational materials.

Greensboro/Winston-Salem, North Carolina Area

Provided operational leadership for the business development, design and delivery, resource management, and evaluation of training, coaching, and consulting services delivered by Allegacy's Consulting Group. Managed the group's Human Resource Consulting division as well as its billing, accounts payable, and collections activities.

Greensboro/Winston-Salem, North Carolina Area

Develop and facilitate intercultural training programs for expatriates living in the Piedmont Triad area of North Carolina.

Greensboro/Winston-Salem, North Carolina Area

Provided program and logistical support to Leadership Development, Team Development, and Executive Coaching initiatives, including program design, materials development, program planning, and data analysis. Managed all accounting functions for the Consulting group. Directed Allegacy's Organizational Health and Wellness initiatives, including Allegacy's.

Greensboro/Winston-Salem, North Carolina Area

Responsible for working with subject matter experts to revise and create process documentation for inclusion in the Branch Operations Manual for the Retail Operations team. Established a review and approval process to engage key stakeholders in the project. To ensure consistency and encourage regular updates, created a variety of new tools including a.

Winston-Salem, NC

Interviewed subject matter experts in the Product Development area to write process documentation, including policies and procedures, work instructions, forms and flow charts. Edited existing procurement and systems documentation, and translated a variety of documents and reports.

Greensboro/Winston-Salem, North Carolina Area

• Managed operations for the Coaching line of business, including responsibility for revenue and expense tracking, budget forecasting, and business systems. Drove efforts to ensure consistent processes across the global.
• Initiated the identification and tracking of operational metrics for Coaching.
• Led the development of a web-based planning and tracking system for Coaching. Created training materials and facilitated web-based training sessions for independent contractors globally.
• Streamlined and improved the coordination of international Coaching programs with a key strategic client.

Winston-Salem, NC

• Managed the Allegacy en Español brand, overseeing reorganization, expansion of business unit. Created Spanish-language marketing materials, advertising copy and media content for radio programs. Developed, delivered.
• Oversaw financial center operations reorganization, addressing specific Hispanic market needs, resulting in the opening of three Spanish-language branches.
• Increased sales via creating awareness, buy-in among staff of the importance of serving the Hispanic community.
• Designed, facilitated Diversity and Sensitivity workshops for management.

Caracas, Venezuela

• Directed language training operation of business services company. Responsible for sales, marketing, customer service, academic coordination, instructor recruitment/selection, and quality control. Managed 18 associates.
• Expanded sales 15% annually in a highly volatile political and economic environment.
• Delivered quality language training to government, business, and individual clients.
• Led company’s efforts to become Venezuela’s preferred language service provider.

Caracas, Venezuela

• Managed intercultural training, relocation services, international programs, translation and interpreting. Recruited and trained instructors from overseas. Managed up to 53 associates.
• Managed exponential growth of multicultural team over tenure with Inlingua Venezuela to include nearly 100 language instructors in three separate locations.
• Reduced instructor turnover 20% through improved hiring practices, training.

Caracas, Venezuela

Designed and facilitated intercultural training programs for Venezuelan students planning to pursue their university studies in the United States.

Caracas, Venezuela

Taught ESL classes to Venezuelan professionals and youth.

Philadelphia, PA

Directed research, design, development, and implementation of international training programs for corporate clients in the Philadelphia area. Managed staff of two associates.

Grand Duchy Of Luxembourg

Solicited corporate contributions for a scholarship program for European students studying in the United States. Interviewed and selected scholarship candidates, designed and facilitated orientation programs, and guided student tours in the United States.

Grand Duchy Of Luxembourg

Coordinated student activities, educational lectures, and field study tours for university students studying abroad. Advised students on academic programs, related field study projects, independent travel, and cultural adjustment.

Master'S Degree, Intercultural Administration, Intercultural Training And Hr Management

Ba, International Studies, Minor European Studies And German

Activities and Societies: AIESEC Miami, Scholar-Leader Program, Luxembourg Program

International Trade And Finance

Activities and Societies: Founded AIESEC Luxembourg