As COO and Co-Founder of The CFO Alliance, I lead our strategic and operational efforts to provide finance leaders with the tools, insights, and connections essential for success. Through my leadership of the Member Engagement Team, I am committed to driving value for members by offering high-quality content, networking opportunities, and actionable resources that advance their personal and professional growth. Acting as a "connection concierge," I bridge members to trusted peers, industry experts, and leading solutions, fostering a collaborative and forward-focused community.Key Responsibilities:- Strategic Leadership and Operations: Direct The CFO Alliance’s operational functions, focusing on member engagement, content and product development, marketing, and community technologies.- Member Engagement & Retention: Oversee engagement strategies to support members' growth objectives through connections to peers and best-in-class resources.- Partner & Resource Curation: Build and manage relationships with industry-leading partners to bring relevant insights and solutions to our community.- Community Experience: Enhance the member journey by facilitating impactful conversations, promoting networking, and fostering a supportive community.- Sales & Marketing Alignment: Integrate sales and marketing efforts to clearly communicate membership value, driving growth and retention.- Content Development: Create and curate content, events, and tools that help finance leaders address strategic, technological, and risk-related challenges.- Data-Driven Refinement: Continuously improve engagement strategies using data insights and member feedback to maximize member satisfaction and operational efficiency.With over 25 years of operational leadership, I bring a results-oriented approach to advancing The CFO Alliance’s mission, empowering finance leaders to make confident decisions, form meaningful connections, and drive impact within their organizations.

As Chief of Staff, I champion key initiatives and translate ideas into actionable strategies and project plans that drive performance. Supporting the CEO and CRO, I thrive in a fast-paced, entrepreneurial environment where I can identify opportunities for impact, improvement, and efficiency, while also providing essential day-to-day support to the leadership team.I prioritize the use of technology and tools to streamline operations, communications, and decision-making across the organization. By leveraging these resources, I monitor KPIs, track sales pipelines, and oversee overall business growth, ensuring our team remains aligned with our strategic goals.

I was the bridge between Business Development and Marketing Shared Services, through a consistent process and collaboration.Reported directly to the Sr. Director of BD, CMO and firm leadership. I was responsible for oversight and management of a team that executed on a multi-million-dollar budget, including plan design and implementing a budgeting tool to track and report ROI on a monthly basis. Implemented projects on gathering marketing metrics, setting KPIs, integrating an ROI strategy for events, piloting leading CRMs, redesigning a website and implementing a content strategy. Principal Responsibilities: - Oversaw a team of 8 BD and 6 marketing professionals and managers. - Oversaw the Proposal/RFP function with one RFP manager and multiple BD managers. Championed a RFP tracking tools implementation and process change. - Implemented a dashboard budgeting system providing practice group leaders and firm leaders with real-time reporting. - Managed technical aspects of key marketing systems (marketing automation, CRM) used to generate, distribute, and report on leads. - Provided oversight of the Business Development programs and budgets for all 12 offices. - Defined marketing strategies and plans with a focus on brand awareness and lead generation. - Influenced thought leading marketing activities to increase sales pipeline velocity and lead generation. - Evaluated and managed the performance of all marketing campaign activities. Interpreted industry trends and competitive information and developed strategies and tactics to respond to opportunities and changes in the marketplace. - Promoted a culture of collaboration, accountability, innovation, and customer service within and around the marketing organization. - Facilitated a process to develop and enhance the firm’s brand strategy by building off the firm’s rich history and still positioning them as innovative.

As Practice Leader for RSM McGladrey's Business Strategy & Human Capital Practice, I had grown this practice from zero to over one million in annual revenues. I provided strategic and operational leadership for the firm's business consulting solutions offerings focused on maximizing ROI for a client's people, process and technologies. For our client’s we provided consulting services at the client’s location in organizational development, project management, change initiatives and interim needs.As a Champion of Change I understand business transformation, the competitive environment and their implications for human capital. I have been successful in leading organizational change through partnerships with management to define business strategies and implement solutions.Approaching client's human capital needs as a Strategic Business Partner I would partner with senior-level executives to identify needs and develop related long-term human capital and business strategies. I was viewed as a valued contributing member of the Management team providing leadership to internal communications and human resources functions.* Manage Professional Business Consultants and Client Engagements* Provide leadership and human capital expertise to client engagements* Act as lead Client Relationship and Project Manager for Business Consulting Engagements

Communication/Change Management Project Manager• Design and implementation of a comprehensive communications plan for a very high profiled global business process change initiative within Regulatory.• Was the change agent for a task force assigned to work with the IT and corporate divisions on designing and implementing a training and roll out schedule.• Key contributor as a member of the project support team for a global audience.• Involved with the design and facilitation of several train-the-trainer and focus group sessions.- Connection to a global audience to evaluate the impact of this change initiative and mitigate risks.

Communications Consultant· Interim role as Director of ETHICON Internal Communications, providing strategic leadership and strategic planning to the worldwide associate communications and marketing communications functions.· Executed the worldwide rollout of the organizational redesign and strategic imperatives through a comprehensive communication strategy aligning the organization around the vision, mission and strategies.· Provided communication support to senior executives to convey a consistent and compelling message throughout their respective organizations including R&D, operations, sales and marketing.

DuPont offers a wide range of innovative products and services for markets including agriculture, nutrition, electronics, communications, safety and protection, home and construction, transportation and apparel.Communications Consultant• Interim role as Director of ETHICON Internal Communications, providing strategic leadership and strategic planning to the worldwide associate communications and marketing communications functions.• Executed the worldwide rollout of the organizational redesign and strategic imperatives through a comprehensive communication strategy aligning the organization around the vision, mission and strategies.• Provided communication support to senior executives to convey a consistent and compelling message throughout their respective organizations including R&D, operations, sales and marketing. Key contributor on a strategic team to "blue print" HR functions.

·Provided leadership to the internal communications and human resources functions as a strategic business partner and a member of the Management Board.·Developed human resource and communications strategies for the integration of two merged technology businesses to reduce redundancies and integrate policies and procedures. Incorporated organizational design within departments to be consistent across the newly restructured companies. ·Designed and implemented a compensation initiative using stock options as a tool for talent acquisition and retention while aligning with new business strategies for organizational development.·Managed a reduction in force program in 2002 and 2003, including determining selection criteria, and preparing general releases and employee notifications.·Coached management on employee development and succession planning through a new consistent employee evaluation program, as well as coaching through conflict resolution resulting from reorganization.