Shoshin Strategies combines decades of strategic expertise with a fresh perspective to empower emerging businesses, from startups to mid-sized enterprises, to break through barriers and lead their industries. We specialize in transforming challenges into opportunities by defining goals, identifying gaps, and implementing high-impact solutions that drive measurable growth and ROI. With tailored services across strategic planning, marketing, organizational efficiency, and education, Shoshin doesn’t just help businesses keep up—we enable them to lead with confidence and creativity. Rooted in the "Shoshin" or beginner's mindset, we bring a curious, open-minded approach to every client, delivering insights that are as innovative as they are effective. At Shoshin, we don’t just follow trends; we set them, crafting bold, efficient solutions that propel our clients forward.

Member-based platform for professional speakers. Providing multi-media online marketing, exposure and resources for speakers in all industries. We offer event planners a speaker matching system to find and connect with speakers that meet event criteria.• Developed and led creative strategies and initiatives to meet the goals of our clients. • Responsible for alliance and business development efforts that support company objectives. • Implemented client services focused on increasing exposure and connections for 200+ speaker members and event planners. • Maximized social media best practices, social listening and CRM to engage current/future clients. • Consulted with businesses and speakers to create strategies, marketing plans and education systems that produce substantial growth.

Leading the company’s organizational growth in marketing and alliances to achieve defined business goals. Develops strategic and operating plans and solutions to provide a best-in-class customer experience for VERITY clients and consumers. Responsible for evaluating, selecting, and managing aligned partnerships. Leads company efforts to develop a culture focused on continuous improvement, professional and team development, community responsibility and philanthropy, and environmental sustainability.

Head of Global Professional Education (2020-2021)Strategic Initiatives (2012-2020) Identified breakthrough marketing and sales opportunities for Henry Schein Dental Specialties Group (Henry Schein Orthodontics and Dental Surgical Solutions business units). A broad-based, multi-faceted role that cut across functional business areas and parent company’s business units, working with key opinion leaders to identify “next big thing” opportunities, engineers to identify products and product performance criteria, partnering opportunities for complementary third-party products, clinical affairs, regulatory, marketing communications and digital technology, education, sales, etc. Defined new initiative strategies and objectives, identified and minimized risk, and partnered with area leaders to execute implementation.

Dental laser division of the world's leader in lasers. Manufacturing laser wavelengths in all major laser industries. • Served on executive team, co-driving divisional objectives, designing and implementing strategies and project plans to attain goals. • Developed B2C and B2B education models and executed 300+ live demonstration and hands-on programs. • Managed and developed relationships with key opinion and thought leaders, industry speakers and corporate partners. • Responsible for education compliance with corporate/organization policies and procedures such as ensuring FDA on-label application.• Established channel partnerships with five authorized retailers. Created joint education and marketing plans.• Designed, integrated and managed company’s customer engagement and service programs.• Incorporated and maximized cloud computing in all aspects of daily business functions.

• Directed 1,200+ clinical and practice growth education courses, including budgets, strategies, objectives, curricula, marketing, hands-on materials, logistics, compliance, return on investment measurement and reporting. • Identified, screened and managed key opinion leaders for speaker bureau, developing podium skills and exposure. • Initiated and structured marketing alliances and service programs to support sales channels and customer needs. • Implemented comprehensive sales and customer-facing employee training and development programs.

• Directed global professional programs aimed at core market segments, to differentiate company and increase profits. Included customer engagement, marketing/demand generation, service and loyalty programs focused on universities, laboratories, private practices and patients. Integrated services and trained business leaders and speakers to offer programs in 16 countries. • Managed 1,600+ global education courses, demonstrating unique value to customers. • Developed information delivery platforms, user access and training methods to enhance program value and overall impact. • Formed corporate and marketing alliances to increase business opportunities, generate demand and drive sales leads. • Developed and expedited relations with 100+ opinion leaders and industry speakers. • Managed program marketing materials, including content, production and distribution.• Successfully designed and instituted return on investment system to evaluate content, audience impact, speakers and sales.

Consulting Contract. Start-up business in implant dentistry. Web portal that offers intuitive logic implant ordering system, online education and journal research library.• Created marketing/project plans for an e-commerce and education web portal.• Led portal marketing efforts, including positioning, sales tools and media advertising.• Structured on-line research journal, patient referral system, intuitive-logic ordering system, and interactive educational programs.

• Implemented market research to focus positioning and develop division objectives. • Created and distributed marketing collateral for increased product exposure.• Maintained and developed relations with key accounts and corporate business partners. • Facilitated sales and technical training for current and new product lines. Also held Sales and Coaching roles.