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Variety, they say, is the spice of life. Variety is also what makes our team approach so effective. Our associates have a wide variety of backgrounds and expertise. Our approach of custom-designing teams to meet the needs of your projects enables us to choose associates with the background, expertise and experience most suited to your needs. Read on! (More about our Group Approach)
Professional Expertise:
Instructional Design, Performance Consulting, Return on Investment Analysis and Training Program Design
Career Highlights:
Former Senior Manager of Organizational Readiness in a growing financial services company. Partnered with executives and line management to define and implement new service models, relocate services, centralize operations, and rapidly deploy new products and technology.
Industry Experience:
Education, Financial Services and Publishing
Education & Certifications:
M. Ed., Math/English/Science Technology Education Program
B.A., English Literature
Certified Training Director: Langevin Learning Services
Certified Facilitator: DDI Learning Systems
Something Personal:
Away from the world of performance improvement, "Reg" can be found throwing down rhymes and participating in the rough and tumble world of performance poetry.
Professional Expertise:
Instructional Design, Needs Analysis, Project Management, Technical Writing, Coaching and Mentoring, Facilitation
Career Highlights:
Over 20 years experience in the areas of instructional design, technical writing and information development supporting both private and public sector clients.
Industry Experience:
Computer services, Financial, Government, Manufacturing, Telecommunication, Real Estate
Education & Certifications:
B.A., Communications
ITIL Foundation Certified
Inactive Secret Clearance
Something Personal:
Linda and her husband Nate love nothing better than spending time with each other, their family, and pets. Their Brady Bunch brood includes Josh 29, Jen 27, Becky 26, Erik 23, and Brendan 13. Josh and Erik are active duty U.S. Marines.
Professional Expertise:
Instructional Design and Development, Technical Writing, Distance and Online Learning
Career Highlights:
Shari has over 20 years of experience as an instructional designer developing technical and application-based training materials. Her concentration has been on writing and editing content for all types of training including ILT, CBT, and WBT.
Industry Experience:
Higher Education, Secondary Education, Corporate Education, Automotive, Insurance, Retail, Telecommunications, Banking
Education & Certifications:
Bachelor’s Degree in Education
Something Personal:
Shari loves the Arizona heat and spends her leisure time in Lake Havasu City (Arizona) boating with her husband and nine year old son.
Professional Expertise:
Instructional Design, Paper-based and Web-based Proprietary Training Software Development and Training Delivery
Career Highlights:
Seven years in various financial positions such as Corporate Controller, seven years in managerial/operational positions, Vice President and General Manager, and four years as a Performance Consultant.
Industry Experience:
Banking, Energy, Healthcare, Insurance and Retail
Education & Certifications:
Ph.D, Learning and Instructional Technology
Master of Counseling
B.B.A., Accounting
CPA
Something Personal:
Mary’s favorite way to spend her leisure time is vistin’ with family and friends.
Professional Expertise:
Process Mapping, Customer Service Training, Management and Leadership Development, Presentation Skills for Trainers, Change Management, Personality Profiling through DiSC Program
Career Highlights:
Over 13 years experience in training design and group facilitation. Seven years as manager of training departments.
Industry Experience:
Banking, Financial Services, Manufacturing, Retail, Transportation and Travel
Education & Certifications:
Working towards B.S., Management
AA, Management
Teaching Certification
Certified Trainer: DDI
Certified Trainer: AchieveGlobal
Langevin Certified Training Generalist
Registered Representative: Series 7 and 63 brokerage licenses
Something Personal:
Sheri is married and has two kids. Her leisure time is spent hiking, camping, and snow or water skiing.
Professional Expertise:
Performance Improvement, Instructional Design, Competency Models, Mentoring Programs and Sales/marketing Materials
Career Highlights:
Managed training department of 35 people. Owned information design & delivery business. Has provided education and training services for over 25 years. Traveled to Bangkok, Thailand to deliver global mentoring program.
Industry Experience:
Banking, High-Tech, Telecommunications, Insurance, Retail, Government
Education & Certifications:
B.S. in Management
Masters of Education, Instructional Design
ITIL Certified
Something Personal:
Maryann completed the 2004 Boston Marathon (second hottest year in record). In addition to running, she enjoys skiing, reading, gardening, decoupage and playing with her four dogs. Along with her husband Rick, she has fostered and found homes for over 40 abandoned and/or abused dogs.
Professional Expertise:
Instructional Design, Facilitation, Needs Analysis, Presentation and Project Management
Career Highlights:
Eight years experience in corporate training and development in roles ranging from training specialist to Director of Instructional Design; 12+ years in education, customizing learning for students, hosting parent education workshops, and leading teacher and parent groups.
Industry Experience:
Automotive, Banking, Construction, Insurance, Education, Electronics Marketing,
Medical and Pharmacy Benefit Management
Education & Certifications:
M.A., Educational Media and Computers
B.A., Education
Something Personal:
Maggie is devoted to working with visually impaired and blind children. She volunteers her time in a variety of activities with local agencies whenever possible. Her favorite destinations are the Netherlands, where she has extended family, and Italy.
Professional Expertise:
Project Management, Needs Analysis, Instructional Design, Facilitation, Presentation and Business Writing
Career Highlights:
Former Vice President of Training & Development in large retail bank; ten years as an independent training consultant partnering with clients to address varied training needs.
Industry Experience:
Retail banking, financial services, insurance, health care, retail, and construction
Education & Certifications:
B.S., Business Administration
Graduate coursework in instructional design
Something Personal:
Debbie is married to her "high school sweetheart," Bryan, and loves nothing better than hanging out with him and their two children, Billy and Natalie.
Professional Expertise:
Performance Consulting, Organizational Design and Strategic Planning, Executive Coaching, Instructional Design, Facilitation
Career Highlights:
Previously Susan was an executive with one of the world’s largest investment and financial services firm. She also worked as a Director of Training for a major restaurant company, and as an organizational design consultant for a Big 5 consulting firm.
Industry Experience:
Small start-ups to multi-national Fortune 100 companies. Specific industry experience includes the telecom, high-tech, pharmaceutical, manufacturing, financial services and aerospace industries.
Education & Certifications:
Ph.D. Instructional Systems Design
M.S. Instructional Systems Design
B.S. Education
Something Personal:
The former collegiate baton twirler enjoys spending time with her husband Jonathan and their border collie, Chili. She is happiest when she is outside being active.
Professional Expertise:
Executive administrative support, creating and maintaining business organizational frameworks, information technology, payroll and bookkeeping. Overall goddess of keeping things running smoothly!
Career Highlights:
Over eighteen years of experience supporting executives and managing offices, allowing for smooth day-to-day functioning of large departments and companies.
Industry Experience:
Banking, Financial, Public Utilities, Legal
Something Personal:
Deborah enjoys hiking, travel, shopping and online game play with family and friends.
Professional Expertise:
Instructional Design and Development, Technical Writing, Distance and Online Learning
Career Highlights:
Instructional designer with many years experience creating instructional materials, including web-based, instructor-led, independent study, and online courses; multimedia presentations; and Web sites.
Industry Experience:
Higher Education, Secondary Education, Automotive, Insurance, Retail, Telecommunications, Banking
Education & Certifications:
B.S. Multimedia Writing and Technical Communication
M.S. Instructional Systems Design, Major in Distance and Online Learning
Something Personal:
Crystal enjoys the three R's: reading, river rafting, and relaxation!
Professional Expertise:
Instructional Design and Performance Consulting
Career Highlights:
Five years of broad experience as an instructional designer working in a variety of industries. Developed and maintained a website for a university's department of Learning and Development.
Industry Experience:
Banking, Escrow, Non-profit and Public Schools
Education & Certifications:
M. Ed., Learning and Instructional Technology
B.A., Business
Foundations of Banking Certified by the American Institute of Banking
Something Personal:
Jayne enjoys spending time with her husband and two daughters. She is involved in the Girl Scouts and her local PTA organization.
Professional Expertise:
Administrative Support, Bookkeeping, Graphic Design, and Instructional Design Support
Career Highlights:
Dina has provided support services and graphic design assistance for a variety of large organizations. As a key member of multiple training organizations, Dina has graphically designed and administered hundreds of training programs and their materials.
Industry Experience:
Banking, Financial Services, Hotel/Motel Industry and Public Accounting
Education & Certifications:
Administrative support, computer programming and bookkeeping studies
Something Personal:
Dina has been married for almost 12 years and has a young son, Abe. Together they are active in Cub Scouts. Dina is in constant pursuit of "Truth, Justice and the American way."
Professional Expertise:
Instructional Design, Development and Delivery
Career Highlights:
In thirteen years of supporting clients’ human performance improvement strategies, Diane’s learning and development accomplishments span several performance areas: customer service, sales, retention, call center, leadership, management, systems training, policies and procedures. Products include video, instructor-led, self-study, e-learning products, goal-based scenario, accelerated learning, needs analysis and DACUM (Developing a CUrriculuM) analysis.
Industry Experience:
Automotive, Insurance, Accounting, Food Manufacturing, Human Resources, Organizational Development, Religious and Financial Services
Education & Certifications:
Degrees in business, adult education and psychology
Certified graphic designer
Something Personal:
Passionate about art, creativity, photography, reading, writing, tai chi, meditation, roller blading, biking, anything outdoors, good food and good friends.
Professional Expertise:
Instructional Design, Human Performance Improvement Consulting, Process Improvement, Distance Learning, Program Evaluation, Technical Writing, Team Building and Facilitation
Career Highlights:
Over seventeen years experience creating diverse, cost-effective and measurable performance improvement and training interventions for public and private sectors. Award-winning instructional designer with a focus on interactive, participant centered, performance oriented learning.
Industry Experience:
State and Federal Government, Adult Corrections, Higher Education, Retail Development, Financial Institutions, Communications, and Non-profit Associations
Education & Certifications:
M. Ed., Instructional Design and Instructional Technology
B. S., Public Affairs, Mass Communications
Certified Performance Technologist (CPT)
Certified Public Manager (CPM)
MBTI Qualified
Something Personal:
Eva enjoys camping, water-skiing, sailing, and hiking with her husband and their dogs. She is a lifelong learner, loves to read, travel, and try new recipes!
Professional Expertise:
Program and Project Management, Performance Consulting, Curriculum Development, Instructional Design, Facilitation, Technical Writing, Customer Service, Behavioral Event Interviewing
Career Highlights:
Training specialist with over 24 years experience developing and delivering customized training solutions for corporations and state and local government agencies. Business owner with 15 years program management, performance consulting, leadership, employee coaching and team building experience.
Industry Experience:
Software, IT Security, Health Insurance, Banking, Training and Development
Education & Certifications:
B.S. General Studies
Six Sigma Yellow Belt
Productivity Point International, Certified Trainer
AT&T Trainer Certificate
Something Personal:
CJ enjoys spending time with her large Greek family and is active as a youth leader and Sunday school teacher.
Professional Expertise:
Project Management; Instructional Design; Master Training; Facilitating Leadership, Change Management and Team Building Workshops; Focus Groups and Strategic Planning Meetings; and Coaching Executives
Career Highlights:
Director of Global Leadership Training for a Fortune 500 Company. Spearheaded the development and deployment of a new leadership development strategy and the streamlining of existing curriculum for an organization with over 10,000 leaders world-wide.
Industry Experience:
Financial Services, Technologies and Food Distribution
Education and Certifications:
M.Ed., Adult Learning and Instructional Technologies
B.A., English
Qualified in MBTI and DiSC
Something Personal:
Gayle enjoys reading, hiking, travel, photography, and being in the company of family and friends.
Professional Expertise:
Paper-based and Web-based Instructional Design, Facilitation and Needs Assessment
Career Highlights:
Experience in various positions from Sales and Marketing for hardware and software companies, Business Analyst for electronics marketing to Instructional Designer.
Industry Experience:
Software, Distribution, Warehousing, Sales and Marketing
Education & Certifications:
Certified Instructional Design, Clark Training and Development
Information Mapping
Something Personal:
Cynthia lives in Mesa, Arizona with her husband of 17 years, son and dogs. She enjoys hiking, writing, reading and quilting.
Professional Expertise:
Customer Service Training Design and Development and Technical Training
Career Highlights:
Far-reaching experience in various positions from Performance Consultant and Senior Training Specialist to Senior Relationship Manager, Technical Training Manager and Instructional Design Team Supervisor.
Industry Experience:
Banking, Brokerage Financial Services and Retail Sales
Education & Certifications:
Finance Studies
Certified Training Generalist: Langevin Learning Services
Registered Representative: Series 7 and 63 brokerage licenses
Something Personal:
Stacy is a native Phoenician. She has been married for 11 years and has three children.
Professional Expertise:
Organization Effectiveness, Leadership Development, Talent & Succession Management, Cultural Transition, Executive Coaching, Performance Consulting, Facilitation, New Manager/New Team Integration, Strategy Development, Mergers & Acquisitions
Career Highlights:
Jackie’s career spans over 30 years experience in National and International Financial Services organizations where she worked in many of the retail lines of business and led 100 + employee Learning Organizations and small teams of Organization Consultants. She enjoys developing business transformation processes, cultural integration strategy, and broad long term leadership development solutions, and anything to do with helping people learn.
Industry Experience:
National & International Financial Services, Retail, Insurance, Health Care
Education & Certifications:
M.S., Business
B.A., Business
Certified Business & Professional Coach The Institute of Professional Coaching/International Coaching Federation
Certified William Bridges Managing Transitions in Organizations
Certified “Love’ ‘Em or Lose ‘Em” Retaining Talent
Harvard Business School Achieving Breakthrough Service/ Service Profit Chain
Assessment Tool Qualifications MBTI, DiSC, Insights Discovery, PDI Profiler 360 Feedback and others
Blanchard’s Situational Leadership
Something Personal:
Jackie’s favorite places to be in her house on Cape Cod with her spouse, children and five grandchildren, or in England visiting family.
Professional Expertise:
Performance improvement, instructional systems and curriculum design, training development, group facilitation and project management
Career Highlights:
Over eleven years as a performance consultant to Fortune 500 companies, partnering to improve efficiency and productivity by implementing customized organizational development and training solutions
Industry Experience:
Automotive, pharmaceutical, telecommunications, lawncare, insurance, banking and financial services
Education & Certifications:
B.S. and M.S., Chemical Engineering
Criterion-Referenced Instruction: Mager Associates, Inc.
Modular Curriculum and Modular Instruction Project Management, Analysis and Design: Curriculum Architecture Design and Development Institute (CADDI), Inc.
Pro-trainer Needs Analysis, Development and Interactive Teaching Strategies: Peter Essef
Something Personal:
Kim enjoys staying active by running, biking, doing yoga, and keeping up with her young son, Wesley.
Professional Expertise:
Performance Consulting, Project Management, Training Management, Behavioral Event Interviewing, Competency Models, Instructional Design, Facilitation, Customer Service, Leadership and Employee Coaching and Development, Individual Development and Mentoring
Career Highlights:
15 years experience in the financial services industry for national institutions, 10 served in the training arena, participating in and overseeing projects from strategic design phase through implementation
Industry Experience:
Financial Services, Retail, Banking, Sales, Call Centers
Education & Certifications:
B.A., English/Minor, Secondary Education
Concentration in Professional Writing
Something Personal:
Maureen enjoys spending time with her husband and their two children. She is a native New Englander actively involved in the Girl Scouts and her local PTA organization. Maureen enjoys cooking, freelance interior design, and shopping lots of shopping.
Professional Expertise:
Instructional Design and Development and Facilitation
Career Highlights:
Six years of facilitation and instructional design experience in a call center environment. Expertise includes technical and systems training, as well as customer service and other soft skills.
Industry Experience:
Banking, Financial Software
Education & Certifications:
B.A., English
Certificate, Instructional Systems Technology
Something Personal:
Jean lives in Texas with her nine-year-old daughter. She enjoys hiking, biking, writing poetry, and spending time with her family.
Professional Expertise:
Instructional Design, Curriculum Development, Technical Writing, Instructing, Embedded Processor Design and Manufacturing
Career Highlights:
Training specialist with over 15 years of experience developing effective training and documentation, including online tutorials, e-learning, instructor-led presentation and lab guides, web sites, and technical documentation. Business owner with 11 years of designing, manufacturing and marketing augmentative communication products to assist individuals who are vocally impaired.
Industry Experience:
Software, Semiconductor, Government, Augmentative Communication, Banking
Education & Certifications:
B.S., Electrical Engineering
Something Personal:
George enjoys desert gardening, reading, car stereo, and eating out at fine restaurants. He is a member of the Central Arizona Cactus and Succulent Society and the Rotary Car Club of Arizona.
Professional Expertise:
Instructional Design and Development, Facilitation
Career Highlights:
12 years experience in the financial services industry for national institutions and in the training arena, participating in and overseeing projects from strategic design phase through implementation.
Industry Experience:
Financial Services, Retail, Banking, Sales, Call Centers
Education & Certifications:
M.S., Training and Development
B.S., Business Management
Something Personal:
Cindy enjoys spending time with her husband and their two children. She is a native New Englander and enjoys walking, traveling, and spending time with her family. Her dream is to own a second home on the beach.
Professional Expertise:
Document Layout and Formatting (paper- and web-based) and Graphic Design
Career Highlights:
Over 15 years developing and enhancing document layouts and helping others through automation tools to efficiently develop high-quality documents.
Industry Experience:
Banking, Legal, e-Commerce
Education & Certifications:
B.A., Secondary Education / Minor, English
Something Personal:
Ken and his wife of 25 years, Janet, enjoy hiking and watching movies together. They do all they can to support their daughter in her pursuit of a career as a professional ballet dancer.
Professional Expertise:
Editing, Information Design, Information Mapping, Technical Writing
Career Highlights:
Creator of software and hardware guides, network guides, online help, procedure guides, research reports, proposals, and style guides. Expert on English usage, style, grammar, and punctuation and skilled at transforming complex information into concise, complete, accurate, and accessible document products for target users.
Industry Experience:
Aerospace, Book Publishing, e-Learning, Engineering R&D, English as a Second Language, Environmental Engineering, Healthcare, Public Policy Research, Semiconductors
Education & Certifications:
M.S., Communication
B.A., English
Certified in Mapping ISO 9000 Documentation
Something Personal:
In her free time, Linda likes to hop in the car with her husband and explore the incredible beauty of the West. She loves movies and theater and playing cards with friends and family.
Professional Expertise:
Instructional Design, Training Delivery, Organizational Development, Personal Development, Product Knowledge and Sales
Career Highlights:
Expansive background as a Commercial Lending Officer, Retail Manager, and nearly 20 years experience in Instructional Design and Training Delivery.
Industry Experience:
Banking, Insurance, Retail, Customer Service and Financial Services
Education & Certifications:
M.B.A.
B.S., Business Management
Certified Trainer:
Inclusion: Building On Our Foundation
Versatile Salesperson
Managing Interpersonal Relationships
Treasure of Hidden Need
Something Personal:
Sally enjoys freelance journalism in her spare time and has had many articles published in local magazines. She is a self-diagnosed chocoholic.
Professional Expertise:
Learning and Development Consulting and Project Management, Instructional Design and Delivery of Instructor-Led, Self-Study and e-Learning products
Career Highlights:
Twenty years of learning and development accomplishments in multiple performance areas: sales, leadership, management, financial analysis, end-user systems, customer service, team building and personal computers skills, and product, policy, procedural and business literacy.
Industry Experience:
Banking, Land Development and Construction, Semi-Conductor Manufacturing, Retail, Health Care, Insurance and Financial Services
Education & Certifications:
Degree in psychology and business
Certified Trainer: many major training programs, including DDI, Achieve Global, and Covey Leadership
Something Personal:
Loves to hike, backpack, play softball, swim, bicycle, play piano and games, read, go to movies, eat out, and go on vacation.
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