Wheaton, Illinois, United States
Most AI initiatives don't fail because the models aren't good enough - they fail because human systems weren't designed to collaborate with them. I don't just advise on this problem. I solve it. ▸Leading Generative AI at Scale At Edward Jones, I lead the inaugural Generative AI Enterprise Solutions product team. I built the business case and drove development of the firm's first generative AI app, prompt library, and capability academy. This work was recognized by Training Magazine as a 2025 APEX Awards Best Practice, helping strengthen the firm's standing in a program the firm has taken pride in ranking in for over 20 years. ▸Advising Leaders on Human × AI Transformation As Founder and Principal Consultant of Owl's Ledge, I've spent 22+ years helping organizations navigate workforce transformation - through advisory engagements, facilitation, authorship, and keynotes. ▸Setting the Standard I was a pilot participant in the global beta cohorts for Microsoft Certified: AI Business Professional and AI Transformation Leader - among the first globally to earn these credentials. ▸Closing the Intent-Implementation Gap As former minority owner and Chief Technology Advisor for Coach M - one of the world's first enterprise AI coaches - I co-pioneered its advanced analytics alongside founder Emma Weber. We drove measurable uplift in behavior change, proving Human × AI collaboration can deliver real results. In 2025, Coach M was acquired by David Goldsmith, co-founder of the ICF and the Institute of Coaching at Harvard. ▸Making Measurement Operational My work in this space is documented in two authoritative texts. In our chapter on applying the HR Measurement Cycle to learning transfer in Foundations of People Metrics and Analytics, Emma Weber and I detail how we used Coach M's advanced analytics to measure and achieve behavior change. In ATD's Handbook for Measuring and Evaluating Training, edited by Patti Phillips - CEO of ROI Institute, board member of the UNITAR, and a globally recognized authority on human capital measurement - I contributed a chapter on leveraging AI for measuring training impact, using statistical methods, w AI serving as both analyst and tutor. I also led the session at ATD Measurement & Evaluation Intensive on using AI agent teams to turn behavioral data into measurable organizational capabilities. Not theoretical. Operational. I'm focused on building AI systems that deliver real value at scale-helping organizations thrive, humans flourish, and creating a world that works better. — 🦉 Be wise with AI. Crawl. Walk. Run. Fly. Soar.
I ship enterprise AI that works. Multi-year track record delivering LLM applications into production with measurable positive people and business impact. Currently developing multi-agent, multi-RAG systems and evolving AI agent operating models. Stuck in prototype purgatory? Ping me! I know the way. I specialize in AI integration beyond adoption - working with teams and functions to embed AI into core workflows to enhance associate experience, improve work quality, increase productivity, increase capacity and accelerate value delivery. Working in regulated financial services, I coordinate across Governance, Data Science, UX, Engineering, and Business teams to balance innovation with regulatory compliance. Key Impact Areas: • Enterprise AI strategy from concept to production deployment • AI workflow integration driving associate experience and productivity gains • Human-centered design with privacy and safety considerations • Cross-functional leadership through complete AI development lifecycle including agent operating model evolution • Risk assessment, governance alignment, and technical guardrail implementation • SAFe program management with integrated safety and impact measurement • Production monitoring for AI safety and performance optimization • Executive partnership on responsible AI practices and governance • Delivery optimization balancing speed, innovation, and regulatory constraints Certified SAFe® 6 Product Manager for Generative AI Enterprise Solutions. Previously led the firm's first generative AI app development in inaugural generative AI Test & Learn initiative as Director of Learning Enablement & Innovation. AI product management and learning engineering background focused on solutions that deliver business value and inclusive, positive people impact while maintaining ethical standards and compliance.
Leading enterprise epic portfolio Generative AI Intelligent Agents 🤖
AI Trailblazer 🚀 directs Centers of Excellence (CoEs) in Learning Tech and Analytics. Steers multimillion-dollar portfolios with proven success in deploying advanced learning tech and leading analytics initiatives. Leads teams of analysts and learning engineers, championing forward-thinking learning enablement. Generative AI Business Workstream Lead - Pioneers enterprise-scale Generative AI initiatives, leading to the deployment of the firm’s first generative AI app on Microsoft Azure OpenAI Service and directing the creation and curation of the firm's custom Prompt Library on GitHub - Advocated for "LXD Copilot" custom gen AI app, securing pivotal senior executive backing and boosting novice designer productivity by up to 80% - Champions contributions to robust AI Governance framework in partnership w Legal, Compliance, Regulatory, Risk - Promotes ethical AI such as transparency and fairness, while supporting the "AI for Good" initiative - Drives change management, mentorship & talent development in building generative AI capabilities across teams (ie "prompt engineering") - Directing design and development of the inaugural Generative AI Capability Academy, slated to prepare 52,000 associates for AI transformation Generative AI Product Manager - Set AI product direction in harmony w organizational priorities, engaging dynamically with stakeholders to discern essential product needs - Develops and maintains product(s) roadmap(s) and positioning - Bridges communication between IT and external stakeholders and oversees product releases while responding to industry trends to ensure products' leading-edge positions Additional Highlights - Co-led successful implementation Learning Experience Platform (LXP) to 52,000 Associates, surpassing adoption metrics, now evolving mobile, cohort-based & social learning - Executes holistic transformation of data architecture, underpinning enhanced analytics and forging synergistic partnerships w cross-enterprise analytics teams
Speaker, Facilitator, Coach & Advisory Client Engagement & Project Portfolio Generative AI - Forge strategies, solution designs & architectures for generative AI. - Deploy and optimize AI models for industry challenges. - Collaborate with data experts, weaving AI into existing systems. - Ensure AI solution accuracy and resilience. - Translate AI technicalities into business outcomes. - Mentor junior team members and shape AI initiatives. **Achievements**: **Enterprise AI**: - Led first enterprise AI app launch on Microsoft Azure OpenAI. - Pioneered custom Prompt Library on GitHub. **AI Leadership**: - Developed the "Learning Experience Designer Copilot" app. - Secured pivotal senior executive support. **AI Advocacy**: - Boosted productivity by 30%-50% via the "Learning Experience Designer Copilot" app. **Solution & Architecture**: - Shaped a versatile generative AI solution for business needs. **Prompt Engineering**: - Leading creation and curation efforts for Prompt Library, preparing associates for an AI-driven era. **Chatbots & Agents**: - Key role in "Learning Experience Designer Copilot" chatbot initiative. **Project Management**: - Managed inaugural generative AI Test & Learn, ensuring timely deliverables. **Talent Development**: - Transformed Learning Enablement teams to "Learning Engineers." **Governance**: - Established an AI operational model aligned with compliance. **Capability Academy**: - Founded the AI Capability Academy to reskill for AI talent
President, Owl's Ledge LLC - offering learning & performance, quality assurance & project management consulting services. Owl's Ledge -- the CPLP Certification Experts! Trainers -- get your certification now! www.CPLPCOACH.com
Independent consultant providing learning & performance, quality assurance & project management services on a project-by-project basis.
Leveraging Digital & Data to Develop Talent & Human Capital Subject Matter Expert (SME) CIPD People Analytics Accredited Program - helping HR, L&D and OD to augment their people practice with data literacy and analytical capability Trish specializes in leveraging exponential digital technologies and data in the modern workplace to develop people, adaptive workforces and agile organizations. She works with individuals and teams on organisational capability and effectiveness to generate sustainable quadruple bottom-line results where people flourish and organizations thrive in creating a world that works better.
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Worked with Equipment Department and sister units (engineering, R&D, advanced analytics, field maintenance, supply chain, finance, etc) to conduct analysis and re-design of employee onboarding experience. Used design thinking, empathy maps, journey maps to outline and communicate employee experience. How to visually communicate complex, multi-function concepts and activities such as Condition Based Maintenance (CBM) and predictive maintenance to railfreight new hires.