Experience

• 

  National Credit Union Foundation

  • United States
  • Philanthropic Fundraising Services
  • 1 - 100 Employee

  • Chief Program Officer

    • Sep 2023 - Present

  • Program Director

    • Jul 2022 - Sep 2023

  • Education Program Manager

    • Sep 2021 - Jul 2022

• 

  Credit Union National Association

  • United States
  • Financial Services
  • 500 - 600 Employee

  • Senior Manager, Creating Member Loyalty

    • Jan 2021 - Sep 2021

    -Lead product strategy, execute design and development strategy and pricing strategy to scale solution to reach new markets. Leveraging human centered design and futurist thinking. Launched digital updates for solution to meet increasing need for flexible design and delivery for clients. -Designs and Develops Learning Events for industry-wide workforce development in Leadership and Talent Development spaces.-Master Trainer and Solution Leader working with credit unions to implement the solution in their organization. Continue to serve as Master Trainer for credit union facilitators.

  • Instructional Design Manager

    • Nov 2018 - Jan 2021

    -Master Trainer for CUNA's Creating Member Loyalty Program which impacts 90 credit unions representing over 10,000 staff members. -Analyze, Design, Develop, Implement and Evaluate the Creating Member Loyalty solution to address client needs by leveraging human centered design and futurist strategies. -Mentor and coach newly minted CML facilitators to achieve their potential.-Develop, designs and executes learning events in the leadership and talent development space for the Credit Union National Association.

• 

  Educators Credit Union

  • United States
  • Financial Services
  • 300 - 400 Employee

  • Manager of Organizational Development

    • Aug 2014 - Nov 2018

    Leads an OD Team to design, develop, and deliver a variety of organization-wide development initiatives across 25 branch locations. As a member of senior leadership, strategically aligns Talent Development with overall organizational needs.• Leads multi-level Human Resources Development strategies across the organization including Operations Trainings, Leadership, Organizational Change initiatives, and M&A• Manages organization-wide training and development utilizing project management, change management and workplace communications strategies• Consults with CHRO on career pathing and development opportunities • Leads Talent Analytics initiatives through data collection and analysis

  • Organizational Development Specialist

    • Mar 2011 - Aug 2014

    On-boarding, operations and soft skills specialist in an extremely fast-paced and changing financial servicesenvironment. Accountable for training and developing a steady stream of new employees as well as internal operationstrainings and customer service/sales trainings.• Responsible for facilitating on-boarding, operations, and customer service trainings• Developing and revising curriculums to meet regulatory and business demands• Developing and facilitating dynamic e-learning and computer based training• Developing a corporate university in an e-learning environment• Managing the growth and development of employees with managers• Implementing additional soft skills trainings for managers and staff• Participating in Credit Union National Association and American Society of Training and Development

  • Member Finance Representative

    • Sep 2010 - Mar 2011

    Teller, personal banker, and lender in one of Wisconsin’s largest credit unions. Responsible for providing excellent internal and external customer service.• Managed account opening and lending situations with exactness and strong member follow up• Maintained compliance with credit union rules and regulations• Assisted in the training and development of new branch hires