Strategic Planning Project• Worked with the U.S. Department of Health and Human Services, Administration for Community Living (ACL) and with all 56 U.S. states, territories and the District of Columbia to develop Strategic/Operational Plans to use funds made available through the American Rescue Plan Act (ARPA) of 2021 to Enhance Adult Protective Services programs. • Worked with ACL and assisted with development of plan requirements, strategic plan template and multiple toolkits. • Developed and led two planning overview webinars for all 56 U.S. states/territories. • Developed and conducted training on environmental scanning and logic models.• Developed Operational Plan template with the following components: Mission Statement, Vision Statement, Core Values/Guiding Principles, Environmental Scan, High Level Goals for program improvement, and Logic Model for detailed, targeted improvement projects.• Participated in online panel discussions and listening sessions with all states/territories. • Developed “Strategy Communicator,” a one-page strategy summary and tracking tool. • Worked individually with states leading over 100 facilitated meetings/mentoring sessions. • Developed post-process spending analysis spreadsheets and PowerPoint Presentation.Grant Management Systems Project• Member of a cross functional team working with a state to plan for development and implementation of a centralized, statewide Grant Management System (GMS) for approximately 100 departments and agencies to replace several older manual systems. • Activities included an assessment of the state’s needs; interviews with other states that had recently implemented a GMS; review and assessment of existing commercial off-the-shelf GMS.• Authored a final executive report and assisted with development of a Request for Proposal to be used by the state to obtain bids for the GMS project from potential vendors.

• Member of small team tasked by CEO to create new market/competitive intelligence capabilities.• Introduced and facilitated war games and scenario planning to anticipate likely future moves of competitors.• Developed and presented strategic overview of motivations, drivers and blind spots of key competitors.• Updated and managed company wide SharePoint Competitive Intelligence site and analyzed multiple industry databases.• Achieved three Competitive Intelligence certifications from leading professional associations.

- Family Retail Automotive Business. Incorporated, turned profitable and drove customer satisfaction to a rare A+ Better Business Bureau rating.- Currently active in this business

- Worked on “Tiger Team” project to redefine the role and direction of the association.- Among the first to pass the Strategic Management Professional certification test, ASP’s highest designation

- Developed planning tools including prioritization/stage gating process for new business opportunities and ongoing, repeatable business planning process - Created and implemented environmental monitoring capabilities, trade show intelligence processes and strategic intelligence advisories to senior managers on developing issues and potential responses

- Rebuilt and re-energized finance team, upgraded talent, reduced annual turnover from 200%+ to zero- Championed development of Finance data mart, automation of monthly reports cutting response time in half and overhaul of budget process, reducing cycle time by four months. - Implemented ‘R&D” group bringing new research and competitive intelligence capabilities to the company to support the CEO- Supported development of strategic plan and recapitalization of the company

- Led start-up trust management business within Forethought. P&L responsibilities- Developed market needs assessment, led software development enabling unique-to-market product, created marketing materials, trained dedicated sales force and rolled out to market- Quick success; several prominent customers signed up. Second year sales growing 300%+

- Led business planning process and new business exploration and development project teams- Identified potential partners for Forethought’s e-commerce venture and negotiated two partnership agreements, a distribution agreement and a joint venture - Trained and led acquisition due diligence team to enter new niche insurance market- Led Profitability Study team that identified over $9 million in annual savings

- Advised Hill-Rom CEO and six Strategic Business Unit heads on business growth plans- Negotiated technology licensing deal with British company, product supply agreement with companies in U.S. and Holland, and membership in Industry/University consortium in U.S.- Managed all phases of shut-down of an unprofitable Canadian subsidiary while holding costs to less than 15% of budget - Led integration of acquired Medical subsidiary and partnered with its President to design and implement new business model offering asset management services to hospitals - Led two acquisition teams and performed as member of due diligence team on five others ranging in size for $15 million to $1.5 billion

- Corporate-level business planning, incentive compensation design, internal consulting, and analytical support of business development activities- Supported corporate-wide strategy conference and led role of corporate center discussions - Recruited, developed and mentored high-potential new (MBA) employees (many of whom became senior level executives) - Led market studies including; ambulance services, locksmithing, hardware distribution, nursing home capital goods, home health care supplies, medical rehabilitation equipment, and funeral pre-planning insurance - Supported acquisition studies of multiple home medical equipment manufacturers and an ambulance company. Managed due diligence phase of medical device company divestiture

- Analytical support and project leadership. Supported VP Planning in creating new Continuous Improvement/Kaizen Department. Benchmarked best practices in shareholder value measurement, incentive compensation, and planning processes.