Peter Lucas, MBA

Senior Product Manager, Service Provider Adoption at Project Equity
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Location
Greater Tampa Bay Area
Languages
  • Spanish Limited working proficiency

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Tahmina Day, MBA, CERP

I enjoyed collaborating with Peter Lucas on delivering webinars for IIA members. Peter approached me to present webinars on Geopolitical Disruptions and, later Data Ethics to IIA members and CAEs. As a subject-matter expert juggling a busy and demanding job, delivering a webinar can be an overwhelming task. However, Peter's exceptional organizational skills ensured a smooth and streamlined process. I was genuinely impressed by his professionalism and ability to establish a detailed and efficient workflow for webinar delivery. From our initial conversation to content creation, rehearsals, and technical testing, Peter provided valuable guidance every step of the way. His meticulous attention to detail and keen understanding of audience needs played a pivotal role in preparing me for a successful webinar presentation. Looking positively forward, I accepted an invitation to speak at other IIA events, knowing that Peter's exceptional work will once again pave the way for an impactful session.

Cheryl Parker

Pete is very detailed oriented, great at leading and motivating a team and getting a job done. I enjoy working with Pete as a marketing partner as Pete always brings insights into meetings and keeps everyone on track with common goals in mind. He is a valuable asset to NMEDA and their members.

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Credentials

  • Building a Product from Scratch
    LinkedIn
    Jul, 2023
    - Sep, 2024
  • Agile Product Owner Role: Techniques
    LinkedIn
    Nov, 2022
    - Sep, 2024
  • Agile Requirements Foundations
    LinkedIn
    Sep, 2022
    - Sep, 2024
  • Agile Product Owner Role: Foundations
    LinkedIn
    Jun, 2022
    - Sep, 2024
  • Diversity, Equity and Inclusion in the Workplace Certificate
    USF Corporate Training and Professional Education
    Nov, 2021
    - Sep, 2024
  • Certified Association Executive (CAE)
    ASAE: The Center for Association Leadership

Experience

    • United States
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Senior Product Manager, Service Provider Adoption
      • Jan 2023 - Present

      Project Equity is a nationwide non-profit organization with the mission of expanding employee ownership by helping retiring owners sell their businesses to their employees. We have two impact investing funds that provide low-cost debt to facilitate employee ownership transitions. We educate owners and their business service providers on the advantages of employee ownership exits. Project Equity is a nationwide non-profit organization with the mission of expanding employee ownership by helping retiring owners sell their businesses to their employees. We have two impact investing funds that provide low-cost debt to facilitate employee ownership transitions. We educate owners and their business service providers on the advantages of employee ownership exits.

    • United States
    • Non-profit Organizations
    • 200 - 300 Employee
    • Product Manager, Membership Competency & Learning
      • Dec 2021 - Dec 2022

      As Product Manager, Member Competency & Learning, I helped develop and deliver professional education products and training to support IIA members and other stakeholders. The IIA focuses on the domains of internal audit, governance, risk and control (GRC), as well as specialty focus areas including ESG, technology (e.g., Blockchain, AI, ML, RPA), cybersecurity, advanced data analytics, and others. •Created sustainable and automated SME acquisition system •Recruited 129 SME and speaker stakeholders •Designed 50 commercialized webinars •Developed Smartsheet dashboards and webinar workflow processes •Helped to reduce webinar development time from 2-3 months to 2-3 weeks Show less

    • United States
    • Events Services
    • 100 - 200 Employee
    • Senior Analyst and Content Director, L&D Portfolio
      • Jul 2019 - Dec 2021

      •Conducted primary market research and produced executive educational content for 12 Fortune 1000 C-Suite executive forums, resulting in $2.4M sponsorship revenue •Delivered high quality intellectual content from concept to execution, resulting in improved brand recognition and reach •Created highly engaging DEI executive panels and partnerships •Managed digital conference program execution with a wide range of platforms •Created Linked in and networking pipelines to recruit 100+ top executive CFOs, CISOs, CLOs as presenters and attendees from Fortune 1000 companies including Johnson & Johnson, CVS, GE Healthcare, and GM. Show less

    • Consultant
      • Aug 2018 - Jul 2019

      •Created sustaining sponsor fundraising program to help develop organization •Created and quantified dealer value proposition case study / ROI analysis •Created sustaining sponsor fundraising program to help develop organization •Created and quantified dealer value proposition case study / ROI analysis

    • United States
    • Motor Vehicle Manufacturing
    • 1 - 100 Employee
    • Education & Training Director (CLO)
      • May 2012 - Aug 2018

      •Created revenue generating L&D organization that continues to present•Initiated digital transformation and LMS API integration project for AMS.•Created product roadmap to deliver accredited CPE professional development courses to 80% of all US hospitals via Healthstream platform •Developed scalable, revenue generating online training system for 7000+ participants•Created industry’s first online technical certification program, resulting in average $1K savings per attendee and 375 certified graduates•Designed sponsorship model to market nationally accredited professional development courses for allied health professionals resulting in 1000+ participants•Created Professional Business Training Webinar series for 1000+ attendees•Recruited and managed numerous member volunteers and task forces Show less

    • Learning Project Manager
      • May 2009 - May 2012

      Created & commercialized association on demand courses and curricula.

    • Founder / President
      • Mar 1997 - May 2009

      •Developed all organizational aspects of a startup company •Created & executed onboarding materials for all new employees •Designed, marketed, and staffed outsourced training and translation services for Fortune 500 clients including Procter & Gamble, Chiquita, KAO Brands, & Toyota •Standardized services to build scale. Grew P&G L&D account to serve 100+ expats. •Used Linked in and referral networks to manage direct and indirect recruitment pipelines •Recruited multiple employees for a variety of multi-site short term and permanent projects as business grew •Achieved ten-year 12.1% operational annual average ROI Show less

Education

  • Xavier University
    MBA, Master of Business Administration
    2005 - 2008
  • The Ohio State University
    Bachelor of Science - BS

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