Provides leadership and direction for professional, public, and custom program content and staff across all Duke Health and Well-Being (DHW) entities including Duke Integrative Medicine, the Duke Lifestyle and Weight Management Center, and the Duke Health and Fitness Center. Establishes new programs and refines and revises existing ones. Responsible for identifying and building programmatic collaborations and partnerships within DHW, DUHS, and the broader community. Serves on DUHS Well-Being Committee, generating and implementing programs and resources to improve the health and well-being of DUHS faculty and staff. Accomplishments:• Led team to completely revise the flagship Health Coach training program with successful launch in July 2021.• Created and launched three new programs and a public-facing newsletter. Implementing Programs Advisory Board to ensure subject matter expertise related to program development. • Generated gift funding to help increase diversity in and access to DHW programming.• Implemented numerous process improvements and efficiencies across systems, platforms, and teams including improved LMS templates, enhanced program design models, and standardized, consistent SOPs for staff and contractors.• Serves as non-scientific member on Duke’s Intuitional Animal Care and Use Committee (IACUC).

Responsible for development, implementation, and oversight of research compliance training and monitoring fiscal compliance in research administration. Provide leadership and expertise in the development, facilitation, coordination, delivery, and project management of training and educational opportunities in areas related to research administration and financial research compliance. Build bridges and partner with varying levels across the organization to ensure training and monitoring initiatives move forward.Accomplishments• Created team vision, mission, goals, and strategic plan for RCC; hired and onboarded more than half of the team due to vacancies and retirements when joining.• Reconstituted the senior level Training Advisory Group (TAG), generating support for new RCC initiatives such as Webinar Wednesdays and a training program revamp.• Led annual Duke Research Administrator’s Symposium, growing attendance from approximately 400 to almost 500, an increase of 25%, with some of the best evaluation feedback since inception.• Developed and implemented new process to ensure training for non-job classified personnel involved in research administration activities; achieved 100% compliance.• In FY19, offered 77 educational events, with 1,800+ attendees, including a number of new continuing education opportunities to ensure relevance to the community.

Charged with University level oversight and responsibility for formulating and directing learning and development strategies for research faculty and staff and communications and dissemination of knowledge and information related to research administration. Assures that learning becomes an integral component of the culture of NC State’s research program(s), innovative methods of learning are encouraged and staff education and communication needs are approached and met via creative and effective methods. Maintains a close working relationship with Sponsored Programs, Regulatory Compliance, Contracts and Grants and all other units under the Office for Research, Innovation and Economic Development (ORIED) and the college/center/institute research offices.Accomplishments• Lead project to create 15 online research compliance modules implementing best practices for adult learning. Identify and select vendor, work with subject matter experts to develop content and evaluate success.• Conceive and develop a Research Education website for NC State faculty and staff. Lead a team of content developers and subject matter experts to provide relevant and timely resources.• Charged by three Vice Chancellors to serve on University-wide steering team for selection and implementation of a new electronic research administration (eRA) system to advise on topics related to communication, education and change management. • Nominated for ORIED’s 2017 Award for Excellence.

Manage training and communications for research administration staff and faculty across campus, including topics related to regulations, policies and procedures (e.g. the Uniform Guidance, Guide for the Care and Use of Laboratory Animals, COI/NOI, etc.). Evaluate training needs and ensure that resources follow sound instructional design practices. Oversee the campus Research Support Council (RSC), including its Executive Committee. Lead communication efforts across the campus research community; invited to represent SPARCS as a member of the Office of Research, Innovation and Economic Development (ORIED) Communications Team. Identify and implement new and innovative training tools and resources. Administer the Sponsored Programs and Regulatory Compliance Services (SPARCS) website (both public facing and internal) and the ORIED internal training site.Accomplishments• Created and published the first research administration/RSC newsletter to communicate information to and within the research community on campus. To date, 14 newsletters have been published.• Introduced a live virtual meeting platform to research administration training (Q&A sessions), allowing for greater participation from the campus research community and on-demand access through recordings.• Led the RSC 2016 kickoff meeting, developing an exercise encouraging collaboration across Colleges, Institutes and Departments to revise the RSC mission and vision statements. Participation at the kickoff meeting was 200% greater than the 2015 meeting average.

Set the vision and strategy for educational programming and professional credentialing initiatives, and oversee the implementation of these programs through teamwork and collaboration, managing a $1.25 million budget. Contribute to the organization’s continued growth and long-term stability, with a focus on developing innovative mechanisms to provide members and the wider research oversight community with a suite of accessible and valuable professional development opportunities. Synthesize complex concepts and regulations; oversee the development of high level and high quality educational programs for research professionals for both face-to-face and virtual settings; and lead the implementation of best practices in adult learning. Accomplishments• Generated collaborative projects with more than 10 new and existing partners in a five month span, overseeing implementation of initiatives such as: collaborative training curriculums, speaking engagements, and support of complementary credentialing programs.• Secured a $581,000 federal grant for a “train the trainer” project to enhance knowledge transfer in the field of research oversight, all as a result of my work with federal staff and grant proposal.• Led a team of internal and external collaborators to revise two existing short courses, incorporating adult learning principles and activities to enhance knowledge transfer. Implemented an online web training module to enhance an existing face-to-face offering, a first for the organization.• Created and facilitated an innovative breakout session titled “Teamwork in the Trenches: Collaborating Across Your Human Research Protections Program (HRPP)” at the Association for Accreditation of Human Research Protections Program (AAHRPP) Annual Conference in Chicago, IL. More than 50 people attended and the session was praised for being innovative and engaging.

In addition to responsibilities of Training Specialist, act as National Institutes of Health (NIH), National Institute of Allergy and Infectious Diseases (NIAID), Division of AIDS (DAIDS) external training lead, providing guidance and consultation to clinical research sites on training requirements and requests. Develop training programs for clinical research site staff, networks and DAIDS staff. Lead DAIDS training projects as a technical advisor on cross-contract training initiatives. Collaborate with varied groups and contractors to design, develop and implement numerous training products on topics such as Clinical Quality Management, DAIDS Policies, HSP/GCP and the Clinical Research Process.Accomplishments• Led training project for new DAIDS Critical Events Policy. Created and delivered training for over 500 clinical research staff via two face to face, international training events and nine web trainings. Worked under extremely tight deadlines and with limited resources to successfully complete this project. • Provided leadership and support for a DAIDS Training Resources Room at seven network meetings in order to market and demo DAIDS training products. Coordinated across contracts to ensure support for safety, protocol registration and system training topics. In 2012, reached more than 120 site and network staff at these network events.• Onboarded three new members of the training team, all of which had limited experience with clinical research. Provided orientation to relevant topics and groups, recommended a training plan, answered questions, and involved each in appropriate projects. All three are now functioning members of the branch.• Acted as co-lead for international DAIDS Regional Training Event in Johannesburg, South Africa. Provided training leadership, facilitation, and expertise to ensure the event ran smoothly. Acted as POC for new contractor, answering questions, providing guidance and making recommendations for all aspects of the event.

Provide scientific, program and operations support to the National Institute of Allergy and Infectious Diseases (NIAID), Division of AIDS (DAIDS). Act as DAIDS project manager on cross-contract training initiatives. Work across branches, offices and programs to ensure training needs are identified and met. Provide training to Clinical Research Sites and DAIDS employees worldwide. Support the OPCRO/Training and Safety Branch by developing clinical research training curriculums related to human subjects' protection, Good Clinical Practice, and DAIDS clinical research policy.Accomplishments• Create and lead a collaborative group of cross-contract, cross-network, and cross-leadership staff in the effort to harmonize and centralize training related materials.• Act as the training liaison between site staff and DAIDS, providing training information, ensuring proper on-boarding and coordinating between DAIDS groups.• Led a group of SMEs to revamp a 500+ slide set presentation into an interactive workshop which, to date, has been presented twice internationally.• Coordinate, plan, attend and evaluate domestic and international DAIDS Regional Training Events, providing training facilitation, expertise and support.

Design, plan and implement both live and online training programs, including research of new training techniques and enhancements to existing training programs. Collaborate with subject matter experts to coordinate training, develop course content, and implement training initiatives. Assure integration of latest training methodology and trends, determining relevancy to individual training audiences.Accomplishments• Created and maintained a wiki site for collaboration and self-directed training purposes.• Led new hire training initiatives, working effectively with managers and customers for up to 300 onsite contractor placements and set ups.• Innovated new training methods for live and online training through use of webinar platform, including initial use of On Demand format for 100+ employees.• Developed methods to gather feedback from training initiatives for future improvement and analyzation.• Member of the Underwriting Advisory Group and the DPI Advisory Group. (2005 to 2009)

Developed a team of 24 members through creation and execution of department training initiatives. Interviewed and selected new employees, supervising progress and providing guidance through performance review and individual development plans. Assisted in the creation and maintenance of yearly departmental budget.Accomplishments• Chaired company Employee Events Committee, planning and implementing company-wide events for 600+ employees. (2005 to 2008; elected Chair for 2007)• Created and developed a company-wide pilot for “Open Book Management,” providing feedback and recommendations to core team. • Developed specific reporting methods to track production and efficiency of department initiatives.

Supervised four tellers, creating orientation programs, evaluating progress, and providing guidance. Analyzed customer need for diverse banking products, initiating sales accordingly.Accomplishments• Created and presented weekly compliance and development trainings and monthly newsletter updates.• Originated and directed internal and external marketing strategies and events.

Tracked change orders and job tickets to completion for both Account Services and Creative teams. Performed qualitative and quantitative research and client need analyses.Accomplishments• Created and issued press releases and sales support materials for Account Services team.• Planned and executed aspects of new product roll out, such as trade show and media placement.