Experience

CFA Society Chicago

• United States
• Financial Services
• 1 - 100 Employee

• Senior Director, Operations and Outreach at CFA Society Chicago

  • Oct 2018 - Oct 2021

  Chicago, Illinois, United States Responsible for association operations, board governance, budget management; and leadership and member engagement and outreach. Established internal and external relationships with high-value stakeholders, and supported CEO in advancing the organization's strategic initiatives.

• Interim Executive Director

  • Nov 2019 - May 2020

  Served as Interim Executive Director responsible for all administration and operations of the society. Established short term priorities focusing staff and volunteer efforts on executing Board directives to mitigate the impact of the COVID-19 pandemic.



CFA Society Chicago

• Director, Member Relations and Outreach

  • Jun 2012 - Sep 2018

  Responsible for the society’s growth and development by providing strategic direction and guidance to the CEO, Board members, advisory group leaders and volunteers, as well as establish relationships with allied organizations within the industry. Develop and implement strategies for leadership and membership recruitment, retention, and engagement. Responsible for evaluating systems, policies, procedures, and operating structure to maximize productivity and effectiveness and member satisfaction.



Academy of General Dentistry

• United States
• Non-profit Organizations
• 100 - 200 Employee

• Director, Constituent Services

  • 2010 - 2012

  Senior Management Team member responsible for providing strategic direction to ensure the workflow of the Constituent Services Department achieved organizational objectives. Responsible for all aspects of department operations and management including the development, implementation and evaluation of programs and resources designed to ensure growth and increase effectiveness of 52 state and 30 local constituent organizations. Facilitated the flow of information among the headquarters, regional… Show more Senior Management Team member responsible for providing strategic direction to ensure the workflow of the Constituent Services Department achieved organizational objectives. Responsible for all aspects of department operations and management including the development, implementation and evaluation of programs and resources designed to ensure growth and increase effectiveness of 52 state and 30 local constituent organizations. Facilitated the flow of information among the headquarters, regional directors and local constituent organizations. • Established departmental goals and objectives during the Headquarters’ annual strategic planning process • Developed, monitored and analyzed departmental budgets, identified variances, processed expense reports for Regional Directors (RDs) and any conference scholarship attendees • Directed the workflow of the Constituent Services Department to achieve organizational objectives and constituent/component needs • Mentored and coached departmental staff to ensure all work efforts achieved the overall goals of the department • Assisted constituents to enhance local activities, including education, membership development, communications, public relations, and grassroots efforts • Created and implemented an annual leadership development plan that included training of leaders at all levels of the organization • Oversaw all aspects of the bi-annual Leadership Conference (LC), annual resource workshop and other constituent-related meetings for Regional Directors, Constituent Presidents/Executives and other key volunteer leadership • Developed consultative relationships with Regional Directors, Constituent Presidents and Executive leadership • Organized Regional Directors’ and Constituent Presidents/Executives’ meetings and supporting materials • Facilitated and/or presented at state and local constituents and components visits pertaining to strategic planning and volunteer training/development

• Administrator, Constituent Services

  • Feb 2001 - 2010

  Chicago, Illinois, United States Responsible for implementing, administering and marketing constituent services, programs and resources, as well as managing the content and online resources housed under the Constituents section of the AGD website. Provided input during the organizational strategic planning process to ensure constituent services initiatives were focused and local membership needs were addressed. Specific duties included: • Managed the work of the Constituent Services Coordinator • Developed budgets for… Show more Responsible for implementing, administering and marketing constituent services, programs and resources, as well as managing the content and online resources housed under the Constituents section of the AGD website. Provided input during the organizational strategic planning process to ensure constituent services initiatives were focused and local membership needs were addressed. Specific duties included: • Managed the work of the Constituent Services Coordinator • Developed budgets for specific programs • Managed the administration of all constituent services programs



Depression and Bipolar Support Alliance – National Headquarters

• United States
• Mental Health Care
• 1 - 100 Employee

• Chapter Relations Manager

  • 2000 - 2001

  Chicago, Illinois, United States Served as the primary staff member charged with program development to create state and regional DBSA organizations. Responsible for volunteer management, training and orientation and ensuring DBSA organizations adhered to organizational policies and procedures. Specific duties included: • Developed programs to create state and regional DBSA organizations; defined policies and procedures for local DBSA groups. • Assisted in forming local DBSA groups in 10 major cities… Show more Served as the primary staff member charged with program development to create state and regional DBSA organizations. Responsible for volunteer management, training and orientation and ensuring DBSA organizations adhered to organizational policies and procedures. Specific duties included: • Developed programs to create state and regional DBSA organizations; defined policies and procedures for local DBSA groups. • Assisted in forming local DBSA groups in 10 major cities nationwide • Researched, developed, wrote and edited quarterly chapter newsletter • Revamped chapter leadership manual for start-up chapters • Established clearinghouse of chapter resources • Surveyed chapter needs and recommended programs and benefits • Provided administrative support to 250 chapters and the Chapter Development Committee • Maintained chapter and support group database records and central files Show less