Mary Wheatley
Aurora,CO
Summary
Mary Wheatley is a highly experienced Learning and Development Professional with 25+ years of expertise in instructional design and delivering impactful live virtual training content for professional services organizations. She demonstrates proficiency as a servant leader, coach, mentor, adult educator, project manager, program manager, performance manager, and compliance manager, while also championing diversity and inclusion initiatives.
Overview
29
29
years of professional experience
Work History
Software Enablement Specialist
Litera Software Systems
01.2023 - Current
- Design and develop legal software eLearning content
- Design and develop legal software video tutorials
- Design and develop help guides
- Design and deliver client-facing virtual instructor-led training content
- Design and deliver internal-facing boot camps
- Curate, edit, and organize learning assets
- Implemented a client facing LMS.
Customer Enablement and Education Specialist
Micron Software Systems
11.2020 - 12.2022
- Designed, delivered, curated, and organized software training assets such as help guides and video recordings
- Developed facilitator scripts, decks, and guides
- Developed and delivered virtual training sessions for legal clients
- Worked with Software Developers to provide client feedback for future features
- Evaluated and tested new software features and functions for our Legal HR products.
Learning and Development Manager
Plante Moran CPA Firm
10.2018 - 06.2020
- Developed eLearning content for onboarding new hires
- Developed video learning content for a new Time and Billing Software program for 800+ CPAs
- Implemented online compliance training for General Data Protection Regulation (GDPR) for 1000+ CPAs and operational staff.
Learning and Development Senior Manager
EKS&H CPA Firm
01.2001 - 10.2018
- Led the talent development strategy for 800+ accounting and operational professionals
- Partnered with senior leadership to design and deliver cultural, leadership, and technical programs
- Developed and delivered onboarding programs for new hires
- Assisted with performance evaluation processes to determine potential compensation adjustments and promotions
- Assisted with recruiting interns and staff
- Managed CPE and CLE licensure compliance for 600+ professionals
- Assisted with peer review audits and state and federal governmental oversight boards related to CPE and CLE compliance.
Training Coordinator
Great-West Life & Annuity Insurance Company
01.1995 - 12.2000
- Developed, updated, and organized new hire on-boarding materials for accuracy and company policy compliance
- Delivered new hire on-boarding training
- Created and updated procedure manuals in anticipation of Y2K system migration and usage.
Education
Bachelor of Arts - English Literature
Metropolitan State University of Denver
Denver, COSkills
- Content Creation and Design
- Content Facilitation
- People Management
- Project Management
- Program Management
- Strategic Planning
- Innovative Solutions
- Team Player
- Microsoft 365 Suite
- Learning Management Systems, Human Resources Information Systems, Recruiting Management Systems, Customer Relationship Management Systems, Professional Compliance and Licensing Systems, Employee Performance Management Systems
- Content creation software: Articulate RISE 360 and StoryLine, Camtasia, Audacity, MS Teams, and SnagIt
- ChatGPT (AI)
Affiliations
- CPE Learning and Compliance Board, Board Member, 2010, 2020
- Colorado Society of Certified Public Accountants (COCPA), Board Member, 2010, 2020
- Women in Leadership Special Interest Group, Member, 2013, 2020
- PRIDE Special Interest Group, Member, 2017, 2020
- African American Special Interest Group, Member, 2018, 2020
References
Referrals Upon Request
Timeline
Software Enablement Specialist
Litera Software Systems
01.2023 - Current
Customer Enablement and Education Specialist
Micron Software Systems
11.2020 - 12.2022
Learning and Development Manager
Plante Moran CPA Firm
10.2018 - 06.2020
Learning and Development Senior Manager
EKS&H CPA Firm
01.2001 - 10.2018
Training Coordinator
Great-West Life & Annuity Insurance Company
01.1995 - 12.2000
Bachelor of Arts - English Literature
Metropolitan State University of Denver