CAROLANN PETERS
Richmond,Texas
Summary
Business leader with extensive experience at Bay Area Council on Drugs and Alcohol, specializing in strategic planning and fiscal management. Demonstrated expertise in P&L oversight and relationship management, resulting in substantial program growth and enhanced community partnerships. Skilled in team building and performance evaluation, ensuring high standards of operational excellence.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Business Advisor
UNIVERSITY HOUSTON TEXAS GULF COAST SMALL BUSINESS DEVELOPMENT CENTER (SBDC)
Fort Bend County
07.2024 - Current
- Advise/coach start-up businesses and existing businesses needing to grow and sustain their business – access to capital funding, resources and application assistance
- Prepare Business, Marketing and Strategic Plans, financial forecasts and facilitate training programs
- Prepare and design training classes for center
- Outreach Networking and speaker for marketing center with Chambers, Banks, and organizations
CEO
BAY AREA COUNCIL ON DRUGS AND ALCOHOL
01.2017 - 08.2024
- Responsible for guidance of Program Directors in development and implementation of programs and assisting COO and Directors in management decisions.
- Assist Board of Directors in development of BACODA polices, financial decision providing programmatic reports, and attending Board regular and Executive Committee meeting of Board of Directors.
- Oversight of fund development and all budgetary issues of BACODA and provided fiscal management and reported reporting to stakeholders.
- Development of annual agency strategic plan with Board to carry out shared vision, goals and objectives and implementation.
- Responsible for guidance of COO/HR Program Directors in development and implementation of programs, accountability of outcomes, and evaluation of performance goals to maintain high standard of performance with agency Performance Evaluation System
- Developed and directed the preparation of agency's annual budget, and monitored budget to actual performance with Director of Finance and COO.
- Outreach and development of community partners and relationships - members of multiple Chambers of Commerce, Economic Development of Port of Houston, and Bay Area Economic Partnership, and serving on multiple committees in multiple counties.
Business Advisor
GALVESTON COUNTY SMALL BUSINESS DEVELOPMENT CENTER
11.2013 - 01.2017
- Advise/coach start-up businesses and existing businesses needing to grow and sustain their business – access to capital funding, resources and application assistance
- Prepare Business, Marketing and Strategic Plans, financial forecasts and facilitate training programs
- Prepare and design training classes for center
- Outreach Networking and speaker for marketing center with Chambers, Banks, and organizations
Director of Operations
U.S. PHYSICAL THERAPY, INC.
06.2011 - 11.2013
- Volume Growth and Development- assisted with volume development activities and analysis of current methods used to grow facilities referral base and visit volume. Monitor and analyze key indicator trends
- Coached 35-40 underperforming clinics at a time to impact visit and referral growth- impacted over 30 clinics in six months. Increased growth in 68% in 2.5 years
- Project Manager for development of National Customer Service Training Program for USPH and over 450 clinics
- Worked with clinic Directors and Partners to interpret and improve overall key performance indicator trends
- Assisted COO
- (a publicly traded company)
Education
B.S. - MEDICAL TECHNOLOGY
UNIVERSITY OF LOUISIANA AT MONROE
Skills
- Entrepreneurial vision and strategy
- Business planning and administration
- P&L and budget management
- Leadership and organizational skills
- Goal setting and performance evaluation
- Policy development and implementation
- Customer service and people skills
- Team building and management
- Business acumen
- Systems development and optimization
- Relationship management
- Conflict resolution strategies
- Operations and program management
- Professional training and development
Certification
• AI Certification, America's SBDC AI U
• Cyber Security Certification, North Star University, 2025
• Relationship Consultant, Behavioral Health & Leadership Dynamics, LLC Training Institute, 2015
• Certified Master Corporate Life Coach, Holistic Health Practitioner, Master Life Coach and Spiritual Mentor, National Board of Certified Counselors/The Center for Credentialing and Education (NBCC/CCE), 2013
• Cyber Security Certification, North Star University, 2025
• Relationship Consultant, Behavioral Health & Leadership Dynamics, LLC Training Institute, 2015
• Certified Master Corporate Life Coach, Holistic Health Practitioner, Master Life Coach and Spiritual Mentor, National Board of Certified Counselors/The Center for Credentialing and Education (NBCC/CCE), 2013
Selected Accomplishments
- Brought nonprofit agency from 10-12 year deficit in first 2 years and maintaining in excess of $800,000 reserve cash by 2023 - maintaining oversight of eight state programs, three federal programs in prevention and the development of addiction and prevention program for substance use disorders for five years with two funding source grants for the underserved in southeast Harris County with United Way Greater Houston and Houston Port Authority.
- Responsible for 65% of Galveston County SBDC’s impact and KPIs - number of businesses seen, business starts, recorded growth, capital injection and funding and job creation.
- Impacted growth for 68% of the underperforming clinics by working with 40 clinics at a time out of the 450 physical therapy healthcare clinics nationwide of a publicly traded equity partner within 2.5 years.
- Seminar Trainer, facilitator and instructor for UH Texas Gulf Coast Small Business Development Center Region 2008-2017 instructing entrepreneur start up core business classes.
- Developed and launched first year retail specialty boutique and managed operation for M.D. Anderson Cancer Center in Houston. Increased sales 40% in second year of operation.
- Obtained National Recognition in Entrepreneur, Small Business Opportunity, and Home Office Computing magazines for exceptional business growth and development.
- Developed prototype business model and franchised nationwide developing 13 franchises in 7 states.
Timeline
Business Advisor
UNIVERSITY HOUSTON TEXAS GULF COAST SMALL BUSINESS DEVELOPMENT CENTER (SBDC)
07.2024 - Current
CEO
BAY AREA COUNCIL ON DRUGS AND ALCOHOL
01.2017 - 08.2024
Business Advisor
GALVESTON COUNTY SMALL BUSINESS DEVELOPMENT CENTER
11.2013 - 01.2017
Director of Operations
U.S. PHYSICAL THERAPY, INC.
06.2011 - 11.2013
B.S. - MEDICAL TECHNOLOGY
UNIVERSITY OF LOUISIANA AT MONROE