Accomplished professional skilled at meeting training needs for organizations with forward-thinking strategies. Customizes group and individualized approaches to offer wide-ranging professional development opportunities. Leverages data to improve training targeting and implementation for maximum results.
Overview
31
31
years of professional experience
Work History
Senior Manager Compliance
Deloitte
04.2022 - Current
Manage vendor compliance approval
Manage NASBA approval for self-study CPE processing
Project lead on offering self-studies internally
Lead project team that includes Learning & Development, Learning Design, Learning Operations, and CPE Compliance
Director of Alliance Education
BDO USA
08.2020 - 04.2022
Oversee all learning and development programs and strategies
Consult on creating a culture of learning
Perform gap analysis
Develop core competencies
Create firm development plans mapping to core competencies
Develop Leadership program
Manager staff level training programs
Manage virtual and in-person conferences with multiple development tracks
Consult with Alliance member leadership on educational needs and how to achieve return on investment
Manager relationships with external learning providers and vendors
Manage LMS and other learning technologies
Manager of Alliance Education
BDO USA
01.2013 - 08.2020
Manage and implement education strategies for BDO Alliance USA members
Identify and create relationship with all training vendors
Create tools and resources for continuing education initiatives
Consult with Alliance members to
Create firm specific competencies
Identify training to create staff level development plans
Implement adult learning theories to enhance transfer of knowledge from training to application
Perform gap analysis on development programs
Provide outsource Training and Development Manager services
Develop Alliance Conference agenda to provide training for 1700+ attendees
Tracks include
Tax
Accounting and Auditing
Human Resources
Marketing/Business Development
Emerging Leaders
MAP
Develop New and Experienced Staff level training for Alliance members
Regional Talent Development Manager
BDO USA
01.2008 - 01.2012
Talent Development liaison to eight offices located throughout three states
Consult and implement development needs
Oversee development needs on a national level for:
Information Technologies; Human Resources; Business Development; Accounting/Finance; Administration
Liaison to Alliance members on their training needs
Align training needs to eliminate performance gaps
Human Resources Administrator
New Horizons Computer Learning Centers
01.1993 - 01.2008
Managed the Human Resources Department and staff for seven locations within three states
Maintained labor compliance
Benefit and compensation administration
Federal and State employee compliance including FMLA, ADA, FLSA
Consulted with management on employee engagement opportunities and employee development issues
Developed and maintained employee policies and procedures
Managed the recruiting and on-boarding process – reducing turnover by 50% the first year
Implemented third party employee survey
Implemented focus teams
Consulted with management on improvement opportunities
Human Resources received some of the highest ratings within the firm
Conducted job analysis to determine appropriate KSA's and competencies
Developed and implemented a new performance management assessment tool
Implemented and managed internal employee training