Program Manager

• Mar 2019 - Present

Non-Profit Consultant

• Sep 2018 - Mar 2019

Facilitate short and long-term strategic planning sessions for numerous associations, which includes a final report with action items. Conduct Membership Surveys, providing reports that highlight actionable items for staff to improve member services.Achievements• California Association of Dental Plans (CADP) Board reviews and implements Strategic Plan Action Items at quarterly meetings.• Online CADP survey had 33% response rate (100 out of 300 members). Facilitate short and long-term strategic planning sessions for numerous associations, which includes a final report with action items. Conduct Membership Surveys, providing reports that highlight actionable items for staff to improve member services.Achievements• California Association of Dental Plans (CADP) Board reviews and implements Strategic Plan Action Items at quarterly meetings.• Online CADP survey had 33% response rate (100 out of 300 members).

Executive Director

• Jun 2015 - Sep 2018

Founded an association of healthcare Practice Management System (PMS) vendors. Managed all aspects including budget preparation, monitoring, analysis and reporting. Also responsible for designing, implementing and managing marketing external campaigns, regularly interacting and influencing regulators and planning all board and membership meeting logistics, speakers and supporting materials. Managed staff of two (2) with a budget of just under $100,000.Achievements• From the initial seed of an idea, founded, established and grew a new organization.• Grew association from 3 members to 33 members in two years (1000% growth).• Quickly gaining the respect of regulators, we were invited to testify within six months of formation.• After two years, organized a “Hill Day” and met with over 30 Federal regulators and legislators.• Issued numerous Whitepapers that gained the new association national exposure.• Organized and hosted “Payment Summit” attended by over 20 national associations, gaining national exposure.

Executive Director

• Sep 2009 - Jun 2015

Managed all aspects of a healthcare association whose members are claims clearinghouses. Responsible for budget preparation, monitoring, analysis and reporting. Also responsible for designing, implementing and managing marketing external campaigns, regularly interacting and influencing regulators. Planning all board and membership meeting logistics, speakers and supporting materials. Managed solely with a budget of $140,000.Achievements• Grew association from 20% of the clearinghouse industry to 90% (saturation) in six (6) years.• Successfully oversaw organization’s first Strategic Plan, implementing each initiative on time and under budget.• Established industry-wide newsletter. Began as monthly, now distributed weekly.• Established education web-series with over 100 attendees each month.

Associate Executive Director

• Aug 2006 - Sep 2009

Administered and supported the Board of Directors and all committees. Also responsible for budget of $5,000,000 and managing a staff of 15.Achievements• Guided Board through a 5-year Strategic Plan which they successfully executed. Administered and supported the Board of Directors and all committees. Also responsible for budget of $5,000,000 and managing a staff of 15.Achievements• Guided Board through a 5-year Strategic Plan which they successfully executed.

Associate Regional Director

• Mar 2003 - Aug 2006

Managed ten (10) State Directors by providing strategic planning in critical functional areas of integrated advocacy development, staff and volunteer management including human resource issues, media presence, external collaboration, member awareness and involvement. Achievements• Worked with Directors to keep their state budgets in line with national requirements.• Coordinated with states on numerous legislative victories.• Coordinated states with the national effort to successfully stop the privatization of Social Security.• Regional spokesperson for AARP’s stance against the privatization of Social Security.