Experience

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  Massachusetts Bankers Association

  • Executive Vice President of Revenue & Strategy

    • Nov 2008 - Present

    In this strategic role, I work collaboratively across the organization, identifying opportunities for needs analyses, pricing, marketing and sales strategies, innovation, and other activities that support the rest of the team and other revenue generation using my broad-based MBA experience. I am also involved in emerging leader and professional development initiatives, the Workforce Training Grant, the Group Insurance Trust program with Blue Cross Blue Shield of Massachusetts and managing the relationship with our business insurance partner, Dwight Rudd. In 2021, I led the launch of the first national registered Credit Analyst Apprenticeship in the country to increase diversity in banking.

  • Senior Vice President Corporate Policy

    • Jan 2017 - Apr 2021

    Commonwealth banking trade association ($8M operating budget) that represents 140+ member banks (commercial, savings, and co-operative banks; federal savings banks; savings and loan associations; and trust companies) managing aggregate $27 trillion assets under custody.• Oversee achieving budget goals, developing member relations, federal legislative policy and advocacy, communication, leadership development, insurance services, and training programs.• Develop and implement MBA policy, strategy, and positions regarding pending and/or current federal legislative and regulatory policies impacting the banking industry, in collaboration with President, Executive Committee, and Board of Directors. • Advance MBA positions through oral and written presentations to lawmakers, federal regulatory agencies, and public forums.• Provide information, reaction, and explanation of MBA federal legislative and regulatory affairs to Board of Directors, Executive Committee, and Other Standing Committees.• Identify members’ legislative, compliance, and education training needs; and plan new products, services, or programs to meet needs and increase non-dues revenue.• Oversee and assist in design, management, and execution of conferences, seminars, and schools; and develop and monitor program budgets.- Generated $408K revenue with $216K profit and 1,961 training attendees (2019).- Generated $2.14M revenue with $1.2M profit and 10,957 training attendees (2015–2019).• Manage Director of Group Insurance Trust (MBA subsidiary with ~$160M revenue in premiums and fees) and Executive Director of Insurance Agency (MBA subsidiary with ~$3.7M revenue), and work to increase sales of MBA products and services. - Improved profitability of subsidiaries by increasing new accounts or improving policies. • Interact with public officials and media on banking issues to provide information, represent members’ interests, and influence public policy. (continued below)

  • Senior Vice President Corporate Policy

    • Jan 2017 - Apr 2021

    (continued from above)• Liaise and foster relationships with other trade associations and business groups to advance MBA policies and agenda, and to create foundations for future organizational collaborations. • Direct Federal Liaison Committee, and plan annual Washington D.C. trip for bank executives.• Lobbied Congress on Tax Cuts and Jobs Act of 2017; S. 2155; Economic Growth, Regulatory Relief, and Consumer Protection Act; SAFE Banking Act; and reforming Bank Secrecy Act.

  • Director, Management Development

    • Nov 2008 - Jan 2017

    • Developed high-quality seminars, workshops, conferences, and schools (generating ~$300K net surplus annually) to train MBA members on regulatory matters, leadership development, board of director education, financial management, new legislation, policies affecting financial institutions and commercial lending, and human resources issues.• Created and monitored program budgets, directed marketing efforts, hired speakers, obtained sponsors, attended programs, and provided evaluations.• Developed and oversaw ~350 workshops and seminars attended by bank CEOs, CFOs, Branch Administration, Executive Officers, Mortgage and Commercial Real Estate Lenders. • Redesigned programs to include case studies that aligned with lending practices, which increased enrollment 10%.• Managed New England School of Commercial Lending (trained ~30 members annually) and The Fundamentals of Credit Analysis (8-modules, trained ~25 members annually).• Established annual Women in Banking Conference, and grew to 300+ attendees.• Planned and oversaw annual CFO Conference and Mutual Bank Conference.• Ran Compliance Academy, which earned 120% more profit than budgeted (2011).• Produced 6-part Bank Director Certificate Program to increase fiduciary duty knowledge.• Wrote grants, secured $600K grant funding for workforce development training for Massachusetts banks, and reported on grant progress and performance.• Exceeded targets in budget and member contacts.

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  Massachusetts Bankers Association

  • Boston, MA

  • Director of Federal Regulatory & Legislative Policy

    • May 1999 - Nov 2005
    • Boston, MA

    • Provided leadership to members on state and federal regulatory and legislative issues. • Worked on Capitol Hill and Beacon Hill to lobby legislators and educate regulators on behalf of Massachusetts’s banks regarding legislative and regulatory initiatives, and to improve banking industry priorities.• Negotiated settlement with U.S. Dept. of Housing and Urban Development (HUD) regarding Real Estate Settlement Procedures Act (RESPA) violations, which prevented significant civil and criminal penalties for banks (efforts recognized in FDIC Financial Institutions Letter).• Secured long-sought Questions and Answers from HUD on RESPA and Regulation X.• Lobbied Congress on Fair and Accurate Credit Transactions (FACT) Act, bankruptcy reform, consumer privacy, and financial modernization; and lobbied Financial Accounting Standards Board (FASB) on Accounting Rules. • Prepared and presented hearing testimony, organized banker participation to support or oppose state and federal legislation, and wrote positions on federal regulatory proposals. • Developed educational seminars and workshops to help members comply with regulations. • Executed signature annual lobbying event: planned trip to Washington D.C. for ~25 bank executives from MA, RI and CT, arranged visits to Massachusetts delegation members and prudential regulators to discuss reducing bank regulatory burden of banks, and moderated panel of top banking lobbyists to brief participants on legislative and regulatory issues.• Created and launched Required Signage and Policy product, which prevented bankers from receiving fines and penalties for failure to post correct signage in branches.• Served as media spokesman on key issues (i.e. housing policy, bankruptcy reform).

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  Massachusetts Commission Against Discrimination

  • Boston, MA

  • Investigator / Director of Training

    • Jan 1995 - May 1999
    • Boston, MA

    Eradicating discrimination in Massachusetts by investigating and prosecuting discrimination complaints that occur in employment, housing, public places, education, lending, and credit.• Investigated ~30 employment and housing discrimination claims annually.• Directed grant that examined Massachusetts mortgage lenders practices, managed 78 testers, conducted 132 match-paired tests, and co-authored final report.• Created for-profit education unit that provided ~50 trainings annually to employers to prevent workplace discrimination, and to fill MCAD budget gap.• Earned award for work efforts from Massachusetts Lawyers Association.