Lucinda Layton Email & Phone Number

San Jose, Ca, Us

San Jose, California, United States

• IRS Enrolled Agent serving high net worth tax clients. Specializes in complex tax situations such as 1031 exchanges, K-1s, Delaware Statutory Trusts (DSTs), FinCens, foreign income, crypto, employer stock plans and investment income. Strong track record of successfully representing clients before the IRS in tax dispute/resolution cases. • Quickbooks ProAdvisor, providing bookkeeping and accounting services to sole proprietors and SMBs in a wide variety of industries: commercial and… Show more • IRS Enrolled Agent serving high net worth tax clients. Specializes in complex tax situations such as 1031 exchanges, K-1s, Delaware Statutory Trusts (DSTs), FinCens, foreign income, crypto, employer stock plans and investment income. Strong track record of successfully representing clients before the IRS in tax dispute/resolution cases. • Quickbooks ProAdvisor, providing bookkeeping and accounting services to sole proprietors and SMBs in a wide variety of industries: commercial and residential real estate, general construction and other trades, consulting services and other service professions. Show less

Los Gatos, California, United States

San Jose, Ca

• Resolves complex tax matters escalated by Tax Experts who require the expertise of a credentialed tax expert.• Ranks in the top 3% in quantitative metrics including Lead Satisfaction, Issue Resolution and Manager Performance Evaluations.• Observes live and recorded phone calls to identify performance improvement and coaching opportunities.• Initiates process improvements and workflows to increase efficiencies for the team.

Menlo Park, California, United States

• Partner with MBG Learning and cross-functional subject matter experts to develop and maintain the curriculum strategy the Sales and Functional Skills learning pillar, including managing the pillar library of content and experiences.• Define and map learner personas and role capabilities for a global audience of 25,000 people.• Architect and manage the Sales and Functional Skills Curriculum • Lead the needs analysis and consult with cross functional project teams to address complex… Show more • Partner with MBG Learning and cross-functional subject matter experts to develop and maintain the curriculum strategy the Sales and Functional Skills learning pillar, including managing the pillar library of content and experiences.• Define and map learner personas and role capabilities for a global audience of 25,000 people.• Architect and manage the Sales and Functional Skills Curriculum • Lead the needs analysis and consult with cross functional project teams to address complex business and performance problems with creative learning solutions• Partner with Design and Development to maintain and optimize content, as the business and learning landscapes at Meta evolve.• Manage curriculum strategy projects that include GMS Learning and subject matter experts, including creating and maintaining a plan and all project communications and timelines.• Partner with Program Management team to measure program performance. Show less

Menlo Park, Ca

• Designed a high visibility strategy for preparing users for certification resolved a significant deficiency in the number of completed Blueprint media buyer and planner certifications. The result was a surge in certifications, from 19% of the goal in September 2018 to 116% by the end of December 2018.• Led the development of Authorized Sales Partners (ASPs) training programs that successfully accelerated the onboarding of new ASPs in over 23 countries, contributed to increased product… Show more • Designed a high visibility strategy for preparing users for certification resolved a significant deficiency in the number of completed Blueprint media buyer and planner certifications. The result was a surge in certifications, from 19% of the goal in September 2018 to 116% by the end of December 2018.• Led the development of Authorized Sales Partners (ASPs) training programs that successfully accelerated the onboarding of new ASPs in over 23 countries, contributed to increased product adoption, and supported revenue growth at 15 times the rate of internal sales teams.• Conducted the task analysis, design and development of consultative sales training for Meta's ASPs. The training received 100% satisfaction rating in Europe and Latin America.• Designed ad policies training for ASPs that earned a 100% satisfaction rating from participants and decreased the number of disabled ad accounts to .24% (the GMSP threshold is 2.75%). Show less

San Jose, Ca

Cisco, Inc.• Led a team of ten instructional designers during the design and deployment of 100 hours of Oracle training for Cisco’s sales organization.• Developed new product training for Cisco sales reps, designed to shift their sales approach from “pitching products” to solving business problems.• Led the design of a 16–hour marketing workshop that became the gold standard for Cisco marketing personnel worldwide with a rating of 4.7 out of 5. Hewlett Packard, Inc.•… Show more Cisco, Inc.• Led a team of ten instructional designers during the design and deployment of 100 hours of Oracle training for Cisco’s sales organization.• Developed new product training for Cisco sales reps, designed to shift their sales approach from “pitching products” to solving business problems.• Led the design of a 16–hour marketing workshop that became the gold standard for Cisco marketing personnel worldwide with a rating of 4.7 out of 5. Hewlett Packard, Inc.• Designed training on financial hedging and forecasting that drove streamlined processes and procedural consistency, and achieved participant ratings of 4.9/5.• Designed training to support the implementation of SAP’s Order Entry Module.Xilinx, Inc.• Collaborated with cross-functional partners to write product narratives, case studies and application scenarios to enable the sale of Xilinx products into new vertical markets.InterWise, Inc. (Acquired by Microsoft)• Facilitated workshops for stakeholders and SMEs at Tyson Foods to formulate a modularized curriculum to meet organizational goals and learner needs. • Led the design and deployment of 75 elearning modules to support the implementation of new production tools and processes at Tyson Food’s largest manufacturing plant in Fayetteville, AK.• Designed asynchronous product training for InterWise customers, which reduced the need for live training delivery by 30% within three months. Show less

Santa Clara, Ca

• Established and led a team of 11 instructional designers, trainers and project managers who produced world–class training and implemented the company’s elearning platform for Fortune 500 companies and universities.• Consulted with customers to identity and solve their need for training and implementation services.

Santa Clara, Ca

• Conducted the needs analysis and designed a curriculum to meet the needs of over 40 learner personas for the company’s largest ERP implementation and first blended learning initiative.• Scoped the requirements for an elearning platform and led the platform testing and vendor selection.• Managed instructional designers, technical writers, trainers, and logistics coordinators during the design and delivery of training for 1400+ new users of Oracle’s Order Management module.• Led… Show more • Conducted the needs analysis and designed a curriculum to meet the needs of over 40 learner personas for the company’s largest ERP implementation and first blended learning initiative.• Scoped the requirements for an elearning platform and led the platform testing and vendor selection.• Managed instructional designers, technical writers, trainers, and logistics coordinators during the design and delivery of training for 1400+ new users of Oracle’s Order Management module.• Led the change management initiative for the division’s five global regions as the company consolidated its operations onto one ERP platform. Show less