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Summary
This Fractional Executive & Consultant is a dynamic executive education and organizational development leader with 10+ years of experience designing and scaling learning ecosystems, live leadership programs, and high-impact experiential initiatives. They have extensive experience in: adeptly weaving the strategic narrative from opportunity to impact, engaging high-ranking leaders and spearheading launch leadership conferences, industry research, and public campaigns. This Fractional Executive & Consultant has a proven builder of inclusive, data-driven talent strategies that improve engagement, strengthen leadership pipelines, and drive measurable business outcomes. They are recognized for a consultative approach, leading cross-functional teams, forging strong academic and industry partnerships, and delivering transformational learning experiences that elevate organizational culture, resilience, and long-term growth.
Highlights
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Cvent, WebEx, Miro, Articulate 360, Synthesiaio, Adobe Captivate, LinkedIn Learning, Blackboard
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Salesforce, Marketo, LinkedIn Navigator, Pipedrive, Apollo.ai, Word Press,
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Zoom, Teams, Smartsheet, SharePoint, Tableau, SPSS, Canva, Microsoft Suite
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Marketing strategy, Event creation and management, Curriculum design and conferencing, Executive leadership content development, industry research, public relations, public speaking coaching, executive communications, budget management, vendor negotiation, stakeholder alignment, ROI analysis
Relevant Accomplishments
- Provided strategic oversight for multimillion-dollar leadership development portfolio, engaging 1,200+ national and international executives and aligning programming with organizational effectiveness goals.
- Designed, owned and directed end-to-end flagship leadership conferences and workshops for the largest, global C-Suite executives in Private Equity, representing $10T+ AUM in the PE ecosystem.
- Partnered with Editor in Chiefs (EIC) of the top 8 major PEI publications to keep a pulse on breaking market developments and co-develop featured headline stories in private wealth, private debt, private equity, secondaries, venture capital and emerging manager programs.
- Championed a culture of continuous learning by integrating data-driven insights into leadership forums, driving a 63% increase in participant retention, with 80% of participants reporting measurable improvement in leading portfolio strategy and negotiation interactions.
- Led cross-functional teams through change management, improving program delivery speed and building out a learning community continuity platform that expanded reach of institutional investors by 77%.
- Forged trusted partnerships with top institutional investors, international associations and industry VIPs (Jon Gray, David Rubenstein, Howard Marks, CalPERS, CalSTRS, CAIA, ILPA, PEWIN) to secure exclusive insights and align research to institutional portfolio strategies.
- Integrated data-driven insights into event design, working with analytics teams to define KPIs, measure engagement, and direct ROI reports to senior stakeholders for developing measurable outcomes and improvement plans (Participant satisfaction 93%; 196% revenue growth in under two years).
- Forged and managed partnerships with creative agencies, production vendors, and sponsors, driving $1.7M+ profitability growth.
- Co-led their largest scale Institutional Investor programs across U.S., designing custom learning workshops, modules and development conferences to strengthen investment portfolio decision-making for public pension, endowment, and foundation executives (predominantly Chief Investment Officers, Executive Directors & Senior Portfolio directors).
- Partnered with domestic and international associations (accredited) and the EIC to design live curriculum & identify learning objectives, elevating programs into immersive national brand experiences that deliver high-impact activations & pragmatic skill building.
- Developed a repeatable analysis methodology for restructuring distressed learning forums to secure a 37%- 42% increase in high qualifying sponsorship, increasing profitability by 68%.
- Produced record breaking facilitation and thought leadership caliber via recruitment and prep of nationally recognized executives to represent per program region (i.e. Texas, Mountain States, Southwest, California).
- Flagships – significantly enhanced participant attendance by 53%+, satisfaction (97%) and program retention (89%).
- Led operational negotiations, oversaw contract management and ensured cost savings/quality delivery for pragmatic & high impact investor education.
- Conducted post-forum analysis for stakeholders to measure impact and inform future strategy.
- Produced high-visibility C-Suite programs, integrating the newsroom EICs, Fortune 500 leaders, Global ambassadors and The White House into the thought leadership.
- Rebuilt struggling live learning forums into scalable programs, driving a 42% increase in profitability and achieving a 97% on-time delivery rate.
- Provided strategic and tactical leadership in a fast-paced journalistic environment, giving direction to multi- disciplinary teams (inclusive of marketing, operations & business development).
- Advanced principles of inclusivity & continuous learning, increasing senior-level participation by 31%.
- Conducted post-program analyses, embedding lessons learned into continuous improvement cycles.
- Developed a high level of trust and discrepancy with top national officials, further directing public speaking/session preps to align program content with brand strategy and audience learning objectives.
- Designed and directed executive leadership learning portfolios across multi-billion dollar industries (e.g. Manufacturing, Pharma, Healthcare, E-commerce, Finance): focused on supporting competitive competencies and risk aversive strategies via live skill building sessions in operational efficiency, compliance, procurement, multi-party negotiations, pharmacovigilance, talent management, investment portfolios, etc.
- Served as a subject matter expert across multiple disciplines and conducted extensive industry research with executive clientele to create highly impact content/networking that directly ties to client business goals
- Partnered with Head of HR to define learning objectives and career development trajectories, aligning internal events with change management and institutional goals.
- Mentored and developed teams across different internal departments (i.e. sales, production, operations, membership, marketing/PR), improving retention by 30% and driving a culture of innovation and collaboration.
- Implemented adult learning methodologies that improved participant skill adoption by at least 37%.
- Designed and executed post-program measurement frameworks to evaluate engagement, learning outcomes, and business impacts.
- Introduced new interactive (gamified and hybrid) formats that blended live activations with virtual touchpoints, increasing engagement and long-term participation within a system that promotes community continuity.
- Managed budgets, contracts, vendors, attendees, sponsors and all onsite teams as the lead producer.
- Championed long-range marketing/PR planning and mapped rebranding/expansion strategies – forged and managed relationships with creative agencies, production vendors to deliver intimate and large-scale national activations.
- Design and deliver interactive learning workshops and events for Girl Scouts, Heart of the Hudson (500+ Girl Scouts/leaders), that provided a scalable curriculum based on troop age.
- Train troops (including troop leaders) to champion inclusion and anti-bullying initiatives, fostering a stronger culture of belonging, achieving a 96% satisfaction rate.
- Track participant feedback to improve learning impact, leading to a 25% YoY increase in engagement
Roles
- Program Director
- Senior Learning Program Manager
- Senior Program Manager
- Curriculum Developer & Coach
Request Expert / Similar Expert
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