Oversee the strategy, direction, and coordination of the Information Systems and Technology division, focusing on leveraging technology and strategic initiatives through impactful projects. Serve as the primary liaison to ensure the alignment of complex projects with both business and technical requirements. Additionally, manage efficient networks with internal and external stakeholders, including suppliers, the technical community, vendors, and consultants. Champion innovation through active participation in organizational business planning, envisioning projects that required extensive systems integration, large teams, and multiple systems with broad implications. Lead transformative changes by adopting emerging technologies and ensuring digital efforts align with the overall enterprise vision.

As Lead Doctoral Faculty Mentor (LDFM), I am dedicated to guiding doctoral students through completing their Dissertation in Practice (DiP) for the EdD program. My role involves providing comprehensive feedback on the content and process of their research, ensuring that each dissertation meets high quality and academic rigor standards. In addition to mentoring, I also serve as the Dissertation Chair, supporting students in designing and defending their applied research. I aim to foster a transformative learning experience, empowering students to produce meaningful, real-world impact through their work.

At George & Bird Advisory, we are dedicated to empowering organizations nationwide with innovative consulting services with a focus on organizational change management. Our goal is to drive positive change through the development of proactive leaders. We work to create an environment that inspires growth and fosters transformation, resulting in the attainment of desired outcomes. Join us in our pursuit of excellence, and let's achieve real results together.

Responsible for managing all aspects of Information Technology for the Institute. Developing technology vision and strategy by understanding business strategy and translating it into an innovative technology plan that drives business goals. Collaborating on business strategy as a member of the executive team.Accountable for managing the financial budget for the IT division in alignment with business strategy.Oversee all existing enterprise systems, media broadcast studios, and other audio/video systems for live and pre-recorded media events. Partner and guide cross-functional teams to ensure successful delivery of solutions from concept to launch.

Direct the planning, delivery, support, monitoring, and maintenance of the organization's business, financial, and revenue cycle applications to meet the organization's business objectives. Collaborate with business, clinical, and IT leadership. Provide leadership for administrative and financial system initiatives to support organizational goals to improve charge entry, coding, billing services, human capital management, materials management, and patient accounting and meet regulatory (HIPAA & PCI) requirements. ►Designed new functionality with vendors such as Cerner, Workday, Kronos, and Lawson to assist the organization with productivity and financial measures. Efforts here reduced redundant systems and increase productivity.►Identified new technology solutions to enhance the patient experience, including implementation of Patientco for cash collections and robust Cisco call center systems. o Improved patient experience by creating unified patient financial experience o Designed modern, digital-first patient communications that include email, SMS, and live chat for statements and point-of-service and post-service experience.o Securely processed patient payments through PCI compliant hardware.►Implemented Adobe Sign enterprise-wide, a cloud-based e-signature service that allows the user to send, sign, track, and manage signature processes using a browser or mobile device. Efforts reduced the paper process throughout the hospital system and increased the signed document return time rate.►Replaced the current Kronos TTE system with Kronos TeleTimeIP™. Efforts reduced on-premise server costs.►Updated transcription system with iMedx providing a full suite of high-value transcription services, efforts which led to a cost reduction from $1.3M to $700K. ►Ran full-scale Cerner Revenue Cycle Optimization project which enhanced user and system performance

Led multi-disciplinary teams in implementing large-scale integrated systems and operational change efforts for clients in the medical industry. Continually monitored projects toward key milestones, and updated clients on progress with KPI Scorecards and Dashboard reports. Resolved any escalating issues. Participated in creating and presenting business development proposals. ► Developed timelines and project plans for the completion of the assessment and full due diligence process.► Monitored progress toward key milestones; provides regular client updates; escalated issues as appropriate to internal and external stakeholders. ► Directed the activities of teams responsible for Revenue Cycle systems and end-user support, including electronic health record (EHR) production environment support, issue resolution, project management, and new functionality implementation; end-user training and education for Patient Access and Billing; workflow and process integration, including revenue capture design solutions and project implementation. ► Drove continuous improvements that enable Health System to scale efficiently and effectively deploy best practices that leveraged revenue cycle technology to drive automation, speed, and quality.► Created internal and external processes and SLAs for revenue activities, to optimize care model to drive patient outcomes and to achieve strong ROI for all user experiences.► Responsible for Epic Revenue Cycle Implementation across the system.

Directed all project phases of Revenue Cycle system enhancements and technology solutions to align with the technical vision of the organization. Areas of focus Work Queue Review, Revenue Cycle Metric Monitoring, Work Queue Process Optimization and Change Management. Provided support and solutions to system and workflow issues. Launched several multi-regional applications (2016). Promoted from Senior Managing Consultant (2012 to 2014) and Director (2014 to 2015).• Computer Assisted Coding/ Clinical Documentation Improvement System Team - Implemented a 3M 360 System to improve coding processes. Requested and obtained over $5 million in project funding. Worked with IT in procuring servers to manage future growth of the organization. Acted as liaison with Epic and 3M 360 teams, as well as with internal IT staff. Launched the new system throughout multiple geographic areas. Created a team to provide long-term support. Achieved significant costs savings.• Data Team / Analytics - Managed a staff of 3 Senior Data Consultants using SQL, SQL Server, Tableau, high-end Excel formulas, and Crystal Reports. Assigned projects. Created roadmaps for how data was to be presented. Significantly streamlined data-processing activities.• Revenue Cycle Support / Data Team - Applied quantitative and statistical analysis to support the development of new domains. Created new critical databases, overhauled existing programming logic, and automated Steady State reporting. Created 100+ ad hoc reports.• Managed Unbilled Professional Credit Balance of $1.7M and unbilled Hospital Credit Balance of $1.9M that occur due to system related issues and front-end user errors.• Managed Unbilled Accounts Receivable (AR) and created a remediation team to lower AR. • Provides leadership for over 20 annual complex projects, including project scoping and planning, staff management, analysis and issue resolution, and deliverable development and presentation.

KP HealthConnect Security, Common Provider Master (CPM) and External e-Referral SecurityOversaw EMR system access provisioning and Provider Master for Kaiser physicians and staff. Built personalized processes for each role across the firm, ensuring seamless job definitions and patient file access. Managed a team of 44, with project success in optimizing workflow and driving efficiency initiatives leading to promotion to Group Leader. ► Managed KPHealthConnect (KPHC) User Provisioning and De-Provisioning for 55,000 users, effectively reducing 20% overaccess of terminated employees to proper, current-hire only access, thereby improving system efficiencies.► Supervised KPHC Security Team, CPM Security Team and External E-Referral Security Team for Southern California to ensure the right level of security is provided to end-users.► Conducted Self Testing of all products to ensure SOX standards.► Collaborated with HR and Compliance teams to resolve two major security breaches and created a process to allow Compliance direct view system access. ► Mentored on all aspects of projects in a matrix management environment to maintain a consistent level of excellence.

Designed financial reports and conducted comprehensive analyses with written summaries to management and senior leadership. Coordinated and interacted with the following: Finance Team, Admin, & Dept. Managers providing analytical assistance within defined parameters. Initiated, investigated and audited budget variances, cost trends and utilization patterns and performs analysis. Acted as Interim Manager for Administrative staff specialist.► Co-developed regional, departmental and functional budgets ranging from $50K to $1M+. ► Spearheaded significant cost savings of 20-25% during 2,000 person deployments by negotiating with third-party vendors on travel and hotel discounts.► Planned and coordinated several track moves for SSD, including ensuring smooth transition of tracks between the two towers during SSD Move to Fourth Floor East Annex.

Co-led and provided expert technical leadership for highly visible, sensitive and multi-faceted projects. Developed plans to inform senior leadership on pulse of project, including identification of key issues, problems, approaches, performance metrics and resources required. Designed processes to address identified problems.► Provided staff leadership on performance and productivity to multi-disciplinary teams and outside consultants.► Developed project documentation for senior executives and clients to share detailed project outcomes.

Established and maintained adequate internal control over financial reporting to comply with Sarbanes-Oxley Act; assessed and responded to general customer account complaints; collaborated closely with outside legal counsel for all open arbitrations; tracked and updated U-4 and U-5 amendments; trained end-users on new product introduced to enhance compliance through Broker Dealer Network.► Reviewed and analyzed client’s financial information for open litigations.► Liaised with financial planners on case analysis and calculations to determine client’s gains and losses.► Resolved NASD and state filing issues with Self Regulatory Organizations and Insurance Regulators. ► Coordinated all responses to the NASD, SEC and State inquiries and handle all other written complaints to ensure a complete, accurate, and timely response.► Collaborated in the creation of the Business Requirement Documents for Broker Dealer Compliance Projects.► Served as Project Manager of the complaint litigation tool and ensured regular updating and smooth feedback loop.

Assessed and respond to general customer account complaints. Reviewed and analyzed client's financial information for open litigations. Collaborated with financial planners on case analysis and calculations to determine client's gains and losses. Work closely with outside legal counsel for all open arbitrations.Coordinated with representatives when arbitrations were filed and led representatives through process.► Resolve NASD and state filing issues with Self Regulatory Organizations and Insurance Regulators.► Coordinate all responses to the NASD, SEC and State inquiries and handle all other written complaints to ensure a complete, accurate, and timely response.► Assist in special projects for inquiries received from NASD or SEC.► Designed control systems for Sarbanes-Oxley Act and assessed effectiveness of internal controls for financial reporting systems.► Established and maintained adequate internal control over financial reporting to comply with Sarbanes-Oxley Act.

Oversaw bank and securities reconciliation, account payable process, general ledger account analysis, and closing activities Assisted in Company Focus Filing. Acted as the liaison between the Financial Representatives and the Broker Dealer. Supported Chief Executive Officer with International Business. Provided Financial Representatives and their assistants with technical and procedural support.