BMath , Computer Science

A seasoned professional with over 25 years experience leading, managing and advising, primarily in the professional associations sector.  A creative, insightful and ethical professional with a proven ability to achieve conflicting organizational goals in complex environments.  Areas of expertise and focus include:•Member Service and Marketing•Education, Training and Regulatory Solutions •Financial Communications and Management •Information Technology StrategySome Relevant Achievements•Developed and led, over several years, integrated strategic planning, business planning, and budgeting processes for a large association, resulting in balanced budgets and operational initiatives aligned with strategies •Directed the Canadian development and roll-out of a new, global professional qualification program (including education, experience and examination requirements), in consultation with colleagues in the UK, resulting in an over-subscribed first offering of the education program, including commitments of support from several international professional services organizations•Developed and implemented an innovative continuing education program marketing and communications strategy, which achieved a four-fold increase in attendance with no increase in full-time staff and ultimately provided an increased financial contribution to the association•Managed, and introduced leading-edge features to, comprehensive member life, health, dental, home & auto insurance programs for members, including working with plan actuaries, marketing experts, customer service teams and members•Achieved significant, positive organizational culture change by persuading line departments to be responsible for information ownership and timely stakeholder communications. This was enabled by, and achieved concurrently with, the comprehensive redesign and redevelopment of the organization’s Web site, with on-line registration functionality and a staff-friendly content management interface•Streamlined volunteer committee structures, including implementation of more flexible, responsive talent pools, resulting in clearer staff accountabilities, more active and effective advocacy, more efficient use of volunteer resources, and policy development times being reduced by 50%•Reduced costs and improved customer service and operational efficiency by initiating and implementing new organization-wide business processes.  Achieved this by moving from a departmental ‘silo’ structure to integrated administrative and customer service roles•Significantly enhanced board and external financial reporting processes, including implementing full quarterly financial reports and briefings, and annual report management discussion & analysis.  As a result, board members indicated an improved understanding and appreciation of the organization’s operations•Worked collaboratively with sister organizations across Canada to share information and program development, resulting in lower development costs, expanded programming and a higher level of trust and cooperation among the organizations’ managers•Provided strategic marketing advice to a large, well-known and respected organization, resulting in improved relationships with its target market, and the initial formation of several potentially significant partnership arrangements