Madison, Wisconsin, United States
I am a Principal Partner at CityGate, LLC, a consulting and coaching firm that helps credit unions, associations, and other non-profits tackle their most challenging L&D and leadership development challenges. With over 10 years of experience as a Chief Learning Officer and a Certified Association Executive (CAE) and Innovation Executive (CIE), I have the expertise and credentials to enhance organizational performance, deliver on brand promise, and foster a culture of innovation and change. Before founding CityGate, LLC, I was the SVP/Chief Learning Officer at CUES, where I set the strategic direction for new offering development, products and services, consulting services, and publications. I led the development of new offerings using market trends, customer feedback, and competitive analysis, and I acted as a liaison between CUES and some of the world's top business schools to design and deliver custom executive education programs. I also contributed to several publications on innovation, change management, and leadership. My passion is to help leaders and organizations achieve their full potential and create positive impact in their communities.
Helping credit unions, associations, and other non-profits tackle their most challenging L&D and leadership development challenges through consulting and coaching.
Sets the strategic direction for new offering development, products & services, consulting services, and publications. Leads the development of new offerings using market trends, customer feedback and competitive analysis. Defines the strategic direction of CUES' educational content to meet the professional development needs of credit union staff and board members, promotes positive experiences for sponsors, and builds new sources of revenue. Acts as liaison between CUES and some of the world's top business schools to develop and define curriculum for custom executive education programs.
Responsible for the development and execution of new-product strategy, and leading the development of new offerings--from concept to delivery--using market trends, customer feedback and competitive analysis. In the first year of the position, developed an innovation plan and successfully launched three new offerings which outpaced budgeted revenue by 40 percent and contributed over 6 percent growth to annual company revenue. Defines the strategic direction of CUES' educational content to meet the professional development needs of credit union staff and board members, promote positive experiences for sponsors, and build new sources of revenue. In this role, acts as liaison between CUES and some of the world's top business schools to develop and define curriculum for custom executive education programs.
Responsible for marketing activities for memberships, educational events, products and services, advertising, exhibits and sponsorships to persuade members and nonmembers to purchase from CUES. Activities included developing and directing overall strategic marketing plan; overseeing individual marketing plans and expense budgets; setting pricing; and developing and monitoring results to refine future marketing plans accordingly. Served as an internal marketing expert to other departments and senior management to provide significant input into the development and continuation of programs and services offered, including new business opportunities. Managed CUES‘ brand image in the industry, including developing and managing brand advertising campaigns and user experience on the CUES web site.
Designed and scripted multimedia, online training courses covering a range of topics, including compliance and ethics, new employee training and orientation, financial services, and sales and product training.