Thirty years of successful experience in organizational and personal growth, specializing in strategic visioning and planning, performance improvement, strategic marketing, and governance.

 

Has consulted with or spoken to thousands of organizations and individuals in 48 states throughout the U.S.

 

Served on the faculty of several national schools, including the Credit Union Executives Society, CUNA, and the American Institute of Banking.

 

A professional member of the National Speakers Association (NSA) from 1997 - 2006; served on the Board of Directors and as Treasurer for the Minnesota Chapter of the National Speakers Association in 1999 – 2000; charter member of the Financial Marketing Association.

 

Successfully turned-around and tripled membership and revenues of the Marketing Association of California.

 

Pioneered the concepts of sustainable sales & service cultures and accountable marketing techniques within the credit union industry over 20 years ago.

 

Certifications:

Master Trainer in “Managing for High Performance”, “Member Advocacy Pathways (MAP)”, Leading for High Performance”, and “Building Member Relations for Life!”

Certified Personal Life Coach

Accredited Tai Chi Chih Instructor

 

Author of multiple publications & educational programs:

CUNA’s Member Relations STAR program which has been continuously reprinted since 1986

Coaching for Sales Quality, a video-based sales management training program (co-author)

Building a Successful Sales Program video series for the CU Video Network

Numerous articles on marketing effectiveness, performance improvement, strategic planning and sales/service for nationally distributed trade and industry publications.

 

Software developer of ProfitMaker+Plus, a tool for credit unions to project and calculate the profitability and effectiveness of marketing promotions.

 

Served on the Boards of Directors for Firstel FCU and Firstel Innovative Resources (CUSO) from 1998 to 2001.

 

Regular community volunteer contributions in affordable housing and homeless programs, her church, Girl Scouts and Boy Scouts, primary educational programs, and environmental issues since 1979.

 

 
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