Key contributor to client “agile and compliant” process transformation, improvements, and training. Also provide executive coaching and organizational engineering. Prior to becoming an independent Partner, assisted on many engagements in the last decade as an Affiliated Expert. Expert instructor - Association for the Advancement of Medical Instrumentation (AAMI).Served on the working group that created the AAMI TIR45-2012 Technical Information Report "Guidance on the use of Agile practices in the development of medical device software."SoftwareCPR® is best known for software, regulatory, risk management, validation, and 21 CFR Part 11 consultation for medical device, pharmaceutical, and blood establishment computer system manufacturers. SoftwareCPR® also provides full FDA enforcement action crisis recovery, premarket submission, and quality system training and consulting services with a focus on client culture, business goals, and efficiency as well as device safety and effectiveness.

We help improve results across the quadruple bottom line of customers, employees, owners/shareholders, and significant others (like communities and key vendors).A key focus area is assisting leaders and businesses renew and adapt for continued success amid relentless change and ongoing issues like:* 80+ % of leaders and managers are underperforming according to research by Dr. Michael O’Connor and Dr. Richard Boyatzis. For organizations, about 4 out of 5 are underperforming when defined by their ability to sustain both success AND satisfaction of all their key stakeholders.* Two-thirds of transformation initiatives fail or dramatically fail to achieve promised ROI.* The majority of people dread going to work … and this despite the fact that work could have been a psychological relief for many after being forced to work from home ... leading to lower productivity and lower business performance.* The lack of business agility as exposed by the pandemic.We also advise and invest startups, as leadership and organizational issues can block growth and threaten survival. Past examples:* Read-Line 2020 - 2023 Read-Line reduces needless expense and safety hazards in building maintenance. The company mission is to give buildings an identity and "memory" by making as-built information ubiquitously available, easily updatable, and socializable at any point in a building’s life cycle.* Arq Bank 2021 - 2022 A borderless bank for a borderless world ... Arq Bank makes exchange rates and hassles virtually disappear and onboarding/transactions easy for corporate treasury departments.We partner with world-class firms like Potentia (high performance organizations and people) to meet specific client needs.We provide pro bono services like revamping curriculum and facilitating sessions for a non-profit's free process improvement and organizational change skills program that ranges from 800s to 900s of participants per cohort.

Frost is one of the 50 largest U.S. banks by asset size, consistently winning customer excellence awards like the J.D. Power highest ranking in Texas retail banking for 15 years in a row and the highest number of Greenwich Excellence and Best Brand awards nationwide for 8 years in a row.

Trusted advisor to C-level executives and key leaders. Built and spearheaded transformation, agility, leadership/organization development, and culture improvement initiatives. Clients included USAA, Sabre, a top 20 global financial services firm, medical firm Varian, a $1.5 billion global food and beverage equipment manufacturer, Frost Bank, and multiple Internet businesses. Board member and subsequent Chair of 4,000 member, 54-country Agile Leadership Network professional association. Author of the book "Wrong Until Right - How to Succeed Despite Relentless Change". Co-author of the industry reference AAMI TIR45: 2012 - Technical Information Report - "Guidance on the use of AGILE practices in the development of medical device software". Speaker worldwide, including on transformation in regulated/safety-critical environments at the biennial 2016 Irish Medtech Association Global Access conference in Galway, Ireland, and for GE to address transformation, culture change, and agile in regulated environments at their 1st, 2nd and 3rd annual company-wide agile transformation conferences. Lean Startup Week mentor.

ARC provided financial services for $80 billion in payments yearly and data analytics to the air travel industry.CEO-report, executive team member, and head of Tampa office. Designed, formed, and led a new multisite unit responsible for all customer-facing products, enterprise solutions, and Internet operations. Initiated and led product development agile transformation.

Improved individual and organizational performance for clients, including Oracle. Engagements included strategic planning; leadership selection, development, and succession; organizational assessment and development; product and project management; culture change; digital transformation; and executive coaching. Board member and chair for non-profit ministry. Graduate level university adjunct instructor.

CEO-report. Took over “do or die” digital transformation and Software as a Service (SaaS) project with 46,000 sales entities, 135 suppliers, and one trillion data items. Launched online product that transformed how the air travel industry settles payments.

Promoted to Manager in KPMG Management Consulting's international Runaway Systems Management® practice, recognized by Gartner Group as the top worldwide provider in IT turnaround project management. Advised projects up to $117 million and clients that ranged from start-ups to global companies and national governments. Contributed to first KPMG project management standard.

Multiple leadership roles, including internal management consultant for Space Command and U.S. representative to humanitarian program cooperative discussions with allied countries and the Soviet Union. #1 graduate of competitive admission, 8-month in-residence Department of Defense senior technology leaders’ program class. Distinguished Graduate of competitive admission, 2-month in-residence Air Force leadership program class. #1 graduate of 3-month in-residence software school class.