Julia Winer - CFOO

Chief Financial & Operations Officer at Watkinson School
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Hartford
Languages
  • Spanish Limited working proficiency

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Bio

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Credentials

  • Teaching Certification #013: Elementary Education, Grades K-6
    State of Connecticut
  • Teaching Certification #165: Comprehensive Special Education, Grades K-12
    State of Connecticut

Experience

    • Education Administration Programs
    • 1 - 100 Employee
    • Chief Financial & Operations Officer
      • Jul 2023 - Present
    • Vice President Operations
      • Dec 2022 - Jul 2023

    • Chief Of Staff
      • Jun 2022 - Dec 2022

    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Member
      • 2021 - Jul 2023
    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Chief Corporate Officer & Chief of Staff
      • Jan 2021 - Jun 2022

      Silver Fern is a digital healthcare startup with a powerful mission to transform care for people with chronic diseases. I led PR, marketing, human resources, internal operations, and product improvement. Sampling of projects: - Led and was top contributor to a year-long project to completely redesign Silver Fern’s lead product (SaaS platform), including re-engineering the user experience, a complete visual rebranding, and designing and implementing a system for content organization… Show more Silver Fern is a digital healthcare startup with a powerful mission to transform care for people with chronic diseases. I led PR, marketing, human resources, internal operations, and product improvement. Sampling of projects: - Led and was top contributor to a year-long project to completely redesign Silver Fern’s lead product (SaaS platform), including re-engineering the user experience, a complete visual rebranding, and designing and implementing a system for content organization. - Project managed the development of three new disease programs on Silver Fern’s SaaS platform, including managing development vendors and contributing clinicians. - Built Silver Fern’s communications and marketing department, including establishing Silver Fern’s visual/brand identity, messaging platform, website, social media channels, blog, and videos, and creating and implementing the marketing strategy and collateral.

    • Senior Vice President, Marketing & Communications
      • Jan 2020 - Jan 2021

    • United States
    • Real Estate
    • 1 - 100 Employee
    • Director of Public Policy and Strategic Planning, Capitol Region Education Council
      • Apr 2016 - Jan 2020

      CREC is a mission-driven education organization with 2,000+ employees. I provided operational, project management, and legislative leadership; implemented mission-critical activities; designed and directed the organization’s strategic planning process; oversaw talent development strategy and initiatives; and provided leadership, research, and organizational capacity for new business development, operational analyses, and strategic program implementation. I was a member of Cabinet and Senior… Show more CREC is a mission-driven education organization with 2,000+ employees. I provided operational, project management, and legislative leadership; implemented mission-critical activities; designed and directed the organization’s strategic planning process; oversaw talent development strategy and initiatives; and provided leadership, research, and organizational capacity for new business development, operational analyses, and strategic program implementation. I was a member of Cabinet and Senior Leadership. Sampling of Projects: - Led the reorganization and consolidation of three sales divisions, including analyzing business needs; directing a Steering Committee and eight implementation teams; coordinating staffing, job transitions, and hiring; and developing a multi-million dollar budget. - Successfully built relationships with legislators and political leaders. Led a public policy and legislative agenda that led to tens of millions in additional per pupil funding and hundreds of millions in construction and transportation grants. - Designed and led an organization-wide reflective process that included the facilitation of four think tanks charged with ensuring the long-term sustainability of the organization. - Wrote a $350,000 grant to the Hartford Foundation for Public Giving for Family-School- Community Partnerships, awarded in summer of 2018. - Performed cost accounting analyses of two struggling business lines at CREC, stabilizing them by improving operational efficiency, cutting costs, and increasing revenues. - Was a founding member of CREC’s agency-wide Equity Steering Committee. - Planned, organized, and co-facilitated the annual professional development retreat for leaders at CREC for seven years. - Led the RESC Alliance's parent engagement organization, the Coalition for Magnet Schools. As part of this effort, we trained families in storytelling and hundreds of stakeholders testified, wrote letters, and participated in advocacy events.

    • Chief Of Staff
      • Jul 2015 - Apr 2016

      Provided direct support to the outgoing Executive Director, including providing counsel on critical issues; performing research and analysis; developing correspondence and presentations; monitoring the ED’s commitments; serving as a liaison to senior leadership and external partners; and leading timely, highly-sensitive projects. Managed the transition of executive leadership in 2015.

    • Assistant Director of Communications; Coordinator of Legislative Affairs
      • Jul 2013 - Apr 2016

      Implemented the overall internal and external communications and legislative strategy for the agency and CREC’s district of 18 magnet schools. Evaluated a team of nine communications professionals. Facilitated retreats, team-building activities, and strategic planning sessions. Served as in-house lobbyist, providing direct support for all legislative affairs and related activities, including coordinating extensive parent advocacy campaigns. Sampling of Projects: - Led the… Show more Implemented the overall internal and external communications and legislative strategy for the agency and CREC’s district of 18 magnet schools. Evaluated a team of nine communications professionals. Facilitated retreats, team-building activities, and strategic planning sessions. Served as in-house lobbyist, providing direct support for all legislative affairs and related activities, including coordinating extensive parent advocacy campaigns. Sampling of Projects: - Led the turnaround of a CREC's communications and public relations office, including directing a strategic external communications and marketing plan. - Managed crisis communications, PR, media relations, content development, and editing for the 12th largest school district in Connecticut. - Led the redesign of CREC’s main website (www.crec.org) from having an internally-focused structure to an externally-focused structure. Engaged hundreds of stakeholders and programs in the process of the redesign, content population, and launch. - Authored two internal publications for employee onboarding: Creating a Culture of Innovation and Creativity, and Your Career at CREC: Imagining Your Professional Future. - Led CREC’s senior leadership through a redesign of the organization’s 30-year-old mission, vision, core values, and goals. - Led CREC’s rebranding, including the development of new logos, taglines, and related imagery. Published a guide to brand standards. - Led CREC’s crisis communications for five years, including providing statements to the media and various stakeholder groups. - Designed a format for monitoring and reporting annually on CREC’s key communications metrics, including demand for work; social media; media hits and tone; web traffic; video effectiveness; and the growth of the CREC Foundation.

    • Coordinator of Communications and Legislative Affairs
      • Oct 2011 - Jun 2013

      Monitored the organization's legislative affairs. Organized internal and external communications and related promotional and informational materials. Planned events and provided programmatic support to leadership and divisions, including strategic planning. Monitored press and media relations. Built brand awareness and an integrated communications/marketing campaign.

    • Coordinator of Research and Development
      • Aug 2010 - Oct 2011

      Acquired new clients and researched and developed new business ventures. Managed special projects for the Division of Magnet Schools and the Division of Teaching and Learning. Served as the grant coordinator. Designed curriculum and materials for new programs. Wrote research analyses and reports.

    • United States
    • Higher Education
    • 100 - 200 Employee
    • Adjunct Instructor
      • Sep 2018 - Dec 2019

      Taught "Business Communications" in UConn's Full-Time MBA Program and "Statistics in Business" in UConn's Executive MBA Program. Consistently received high student-evaluation scores in both programs. Taught "Business Communications" in UConn's Full-Time MBA Program and "Statistics in Business" in UConn's Executive MBA Program. Consistently received high student-evaluation scores in both programs.

    • Grant Manager and Program Manager
      • Oct 2010 - May 2017

      Managed annual grant program for thirty high school juniors and seniors. Provided leadership training and led annual trip to Colorado Outward Bound School. Wrote leadership curriculum. Managed $120,000 annual budget. Managed annual grant program for thirty high school juniors and seniors. Provided leadership training and led annual trip to Colorado Outward Bound School. Wrote leadership curriculum. Managed $120,000 annual budget.

    • United States
    • E-Learning Providers
    • 1 - 100 Employee
    • Consultant
      • Oct 2006 - Aug 2010

      Managed the CT state-wide Positive Behavioral Interventions & Supports (PBIS) network, including training, technical assistance, and evaluation for a network of 173 schools. Managed state-awarded, multi-district grant, and provided PD and technical assistance on a variety of education topics. Co‐coordinated agency initiatives on Charter Schools and the Least Restrictive Environment. Provided training and program support for the agency's Initiative for Diversity in Education; Equity Committee;… Show more Managed the CT state-wide Positive Behavioral Interventions & Supports (PBIS) network, including training, technical assistance, and evaluation for a network of 173 schools. Managed state-awarded, multi-district grant, and provided PD and technical assistance on a variety of education topics. Co‐coordinated agency initiatives on Charter Schools and the Least Restrictive Environment. Provided training and program support for the agency's Initiative for Diversity in Education; Equity Committee; and Results‐Based Accountability Committee. Coordinated major conferences, including the CT State Department of Education's annual Principals’ Summer Institute: Leadership Conference (2007, 2008, & 2009). Managed and design project websites and authored data reports, newsletters, and publications. Show less Managed the CT state-wide Positive Behavioral Interventions & Supports (PBIS) network, including training, technical assistance, and evaluation for a network of 173 schools. Managed state-awarded, multi-district grant, and provided PD and technical assistance on a variety of education topics. Co‐coordinated agency initiatives on Charter Schools and the Least Restrictive Environment. Provided training and program support for the agency's Initiative for Diversity in Education; Equity Committee;… Show more Managed the CT state-wide Positive Behavioral Interventions & Supports (PBIS) network, including training, technical assistance, and evaluation for a network of 173 schools. Managed state-awarded, multi-district grant, and provided PD and technical assistance on a variety of education topics. Co‐coordinated agency initiatives on Charter Schools and the Least Restrictive Environment. Provided training and program support for the agency's Initiative for Diversity in Education; Equity Committee; and Results‐Based Accountability Committee. Coordinated major conferences, including the CT State Department of Education's annual Principals’ Summer Institute: Leadership Conference (2007, 2008, & 2009). Managed and design project websites and authored data reports, newsletters, and publications. Show less

    • Special Education Teacher
      • Feb 2005 - Aug 2005

      Taught Special Education for students aged 7 – 16. Taught Special Education for students aged 7 – 16.

Education

  • The University of Connecticut School of Business
    Master of Business Administration (Executive M.B.A.)
    2014 - 2016
  • University of Oxford
    MS, International and Comparative Education
    2005 - 2006
  • University of Hartford
    Bachelor of Science, Elementary and Special Education; Psychology Concentration
    2001 - 2005

Community

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