Here, I specialize in driving impactful change within mission-driven organizations through high-level consulting services. My focus is on helping organizations thrive during times of leadership transitions, refining strategic priorities, and optimizing board effectiveness for long-term success. I offer a range of services, including interim executive leadership, strategic direction, executive coaching, and board development, all tailored to meet the unique needs of each client.➥Ensures smooth leadership continuity during change periods, providing stability and strategic momentum.➥Collaborates with boards and leadership teams to craft actionable, mission-focused strategic plans, addressing current challenges and future opportunities.➥Provides personalized coaching for senior leaders, promoting growth while aligning development with organizational values and goals.➥Works diligently with boards to strengthen governance practices, ensuring effective oversight and alignment with organizational priorities. ➥An example of impact includes being appointed by the board to serve as the Interim CEO at Sunnyside Village in Sarasota, Florida, tasked with stabilizing operations and leading strategic assessments amid financial challenges:➥Transformed an anticipated $2.4M annual loss into a $1.1M result, with projections to reach break-even by 2027.➥Led comprehensive organizational evaluations and implemented right-sizing initiatives to drive operational efficiencies.➥Created new policies, comprising dining standards and resident rate adjustments, to align revenue with rising costs.➥Delivered strategic alternatives and talent advice to champion the changeover to a new permanent CEO.

I served in a critical C-Suite leadership role, providing strategic direction and financial oversight during a transformative period for the organization. Additionally, I applied extensive industry knowledge to drive growth, overcome operational hurdles, and successfully navigate a major affiliation that positioned the organization for long-term success.➥Crafted and executed long-term strategic plans focused on ensuring financial stability and fostering sustainable growth while maintaining alignment with the organization’s core mission and industry best practices.➥Led a comprehensive financial evaluation that halted a $60M expansion project for independent living by providing the board with in-depth financial forecasts and trend analyses. This prompted a reevaluation of the project’s feasibility and associated risks.➥Orchestrated a successful affiliation with Garden Spot Communities, strategically preserving the organization’s mission and strengthening its financial outlook in the face of changing market conditions.➥Overhauled the senior management team, strategically recruiting individuals whose skills and values aligned with the organization’s mission, and fostering a collaborative, high-performance leadership culture.➥Implemented cost-control measures and operational adjustments that not only mitigated projected financial losses but also laid the groundwork for future profitability and sustainable growth.➥Guided the organization through several crises, including the closure and demolition of an aging skilled nursing facility due to significant infrastructure issues, as well as extensive recovery efforts following severe flooding in the assisted living building.➥Worked closely with the board, providing education on industry challenges, affiliation readiness, and long-term planning to ensure alignment and informed decision-making.

I directed the daily operations of a large senior living community with a full continuum of care, encompassing skilled nursing, independent living, and assisted living, supporting 900 residents and managing a team of 500 employees. I oversaw all operational functions, including care services, dining, facilities, renovations, resident services, and a $45M annual budget.➥Led a comprehensive operational assessment that drove a major restructuring initiative, optimizing resource allocation and enhancing operational efficiency across all departments.➥Championed the organization’s response to the COVID-19 crisis, ensuring the safety of both residents and staff through swift decision-making, continuous policy updates, and clear, transparent communication.➥Cultivated an atmosphere of resilience and mutual support among staff during times of unprecedented pressure and rapid organizational change.➥Built strong relationships with residents by effectively communicating COVID-19 protocols and restrictions, leading to high levels of compliance and fostering a shared sense of purpose throughout the community despite challenging circumstances.

I held a pivotal C-Suite leadership role at a senior living community with 225 employees and a $23M budget, providing strategic and operational oversight across all areas. Additionally, I focused on driving occupancy growth, optimizing revenue streams, and fostering a supportive, high-performance environment aligned with the community’s mission and values. I directed overall strategic, financial, and operational functions, ensuring that the organization remained committed to its resident-centered approach while enhancing the lifestyle experience within the community.➥Achieved a 20% increase in independent living occupancy, raising it from 80% to full capacity, resulting in $4M in entrance fees and $1M in annual revenue.➥Led the transition from a medically focused to a lifestyle-oriented sales strategy, aligning services and offerings more closely with the needs and preferences of prospective residents.➥Made the decision to halt an $18M skilled nursing expansion project, redirecting resources toward more impactful initiatives with higher long-term returns.➥Fostered a culture of growth and development, supporting team members in achieving their professional aspirations and aligning workforce development with the organization’s broader strategic goals.➥Promoted internal talent by elevating the Controller to CFO, preparing them for a potential future CEO role, ensuring strong leadership continuity.