Why Work With Me?
As an independent consultant, I bring an objective outside view, deep experience with complex system changes, and the focus your internal team doesn’t have time for. I help you avoid costly missteps, translate technical choices into plain language, and give your board and staff the clarity they need to move forward with confidence.
Credentials & Results
• 25+ Years Serving Associations
• 70+ Association Software Implementations
• 200+ SaaS Implementation Projects Managed Simultaneously
• Reduced onboarding timelines by over 60%
• Improved customer satisfaction (NPS from 14 to 69)
• Former Association Director
• REALTOR® Association Industry Expert
Industries I Work With
• Professional Associations
• Trade Associations
• Chambers of Commerce
• REALTOR® Associations
• MLS Organizations
• Nonprofits
• Membership Organizations
My Philosophy
Technology should support people—not overwhelm them. Associations are built on relationships. My approach focuses on helping people adopt new processes with confidence, while ensuring organizational goals remain the priority.
My Story
My journey began working for a large association before I transitioned into software onboarding and support, ultimately spending over twenty years assisting organizations across the country. Driven by a passion for staff success, I now consult to provide nonprofit associations with the targeted expertise they need for short-term projects and organizational growth.
Staff Training & Change Management
New systems and new processes require confident users. I create customized training programs, facilitate workshops, and coach staff through organizational change to improve adoption and reduce uncertainty.
Services include:
• Virtual training
• In-person workshops
• Leadership coaching
• Train-the-trainer programs
• Board education
• Documentation
Standard Operating Procedures
Detailed SOPs ensure clarity, consistency, and organizational stability by preserving institutional knowledge.
Services include:
• Process documentation
• Workflow mapping
• Department procedures
• Knowledge transfer
• New employee onboarding guides
Software Transition Management
A specialized service that helps organizations move people, processes, and systems into a new operating state when adopting or migrating to new software platforms.
• Assessment & Readiness
• Governance & Planning
• Integration & Data Mapping
• Change Management
• Stabilization & Monitoring
Fractional Operations Leadership
Perfect for associations that need experienced leadership without another executive salary.
Examples include:
• Interim Operations Director
• Implementation Project Manager
• Customer Success Advisor
• Executive Project Lead
Schedule a Free Discovery call
Book a free discovery call today to discuss your organization’s challenges and identify how we can best support your team—whether that means providing targeted training, streamlining processes, or serving as an extension of your staff during the busy dues season. Together, we’ll create a strategic plan designed to set your team up for success.
Expect a reply within one to two business days.