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Work Background
NookStrategic Advisor
Nov. 2023
Ignite FICEO & Founder
Jan. 2022Waunakee, Wisconsin, United StatesIgnite FI offers financial technology (FinTech) companies specialized, on-demand marketing and business development expertise to drive business growth and sustainable revenue without the cost of hiring a full-time executive.
Women In IdentityMember
Jan. 2020
BonifiiSVP, Client Engagement
Apr. 2018 - Oct. 2021Denver, COBonifii is the the financial industry's first verifiable exchange network designed to enabled trusted digital transactions using open standards and best-of-breed security and privacy technologies. Its mission is to provide a premier network of peer-to-peer financial exchange for financial cooperatives. The network brings a high degree of assurance to the exchange of value between peers over the Internet and other digital networks and streamlines processes affected by expensive, inefficient, proprietary and siloed systems. Bonifii's flagship product, MemberPass(R), is an example of the exchange of verifiable credentials and is a digital passport that allows credit union members convenient access to their financial accounts while allowing control and privacy of their personal information. As SVP of Client Engagement, I am responsible for maximizing the value and relevance of the organization to clients by educating them on the value of Bonifii's products and services and fostering, maintaining and growing those relationships. In addition, I will be managing all aspects of marketing content, communications, corporate branding, lead generation, and motivating loyal customers on behalf of the brand.
Association for Financial Technology (AFT)Board Member
Sep. 2011 - Sep. 2014The Association for Financial Technology (AFT) is a volunteer association of industry visionaries, thought leaders, and senior executives from companies that serve the domestic and international financial services market. One of my key accomplishments while on the board was the coordination of the AFT web site redesign (http://www.aftweb.com/aws/AFT/pt/sp/home_page).
CUNA Strategic ServicesVice President, Alliance Development
Mar. 2003 - Apr. 2018Madison, WisconsinI'm currently responsible for ensuring the long-term growth and viability of CUNA Strategic Services through the development of new alliance relationships and product lines that meet customer needs, organizational goals, and amplifies the company’s mission and vision. Develop new models within CUNA Strategic Services framework that expands the attractiveness of the organization to a broader-based provider market resulting in additional products and services. As part of the senior management team for CUNA Strategic Services, provide direction and input into the business vision and strategic planning of the company. Responsible for leadership, coaching and mentoring to new alliance development staff. Key Accomplishments/Results:
• Developed 46 new strategic alliance relationships from 2003-2016, totally over $28 million in revenue.
• In 2004, new alliance revenues accounted for 9% of the company’s total revenues. Today, these new relationships account for approximately 70% in revenues.
• Develop a business intelligence strategy that includes specific key performance measurements for the organization.
CUNA Strategic ServicesDirector, New Alliances
Mar. 2003 - Jan. 2014Madison, Wisconsin AreaResponsible for managing the entire development process from conception to implementation of new strategic alliance relationships. This includes assessing the marketplace needs; understanding the market opportunities and threats; determining if a new product line(s) would be better supported through a new alliance or existing one; creating the business plan; developing overall profitability; and creating marketing sales and support strategies. Completed due diligence reviews on perspective new and existing alliance relationships. Managed external relationships, including inquiries from third-party organizations. Key Accomplishments/Results:
• Developed a stage-gate process for developing new strategic alliance relationships. This process was also viewed as a best practice model and was adopted by several state associations.
• Developed a presentation and best practice guidelines for credit unions to conduct a due diligence review on third party providers based on CSS’ due diligence process and follows the NCUA guidelines for credit unions to follow. • Participated in a board-appointed Third-Party Vendor Management Task Force and considered a subject matter expert in vendor management and due diligence.
CUNA Network ServicesProduct Manager
Oct. 1999 - Mar. 2003Madison, Wisconsin AreaResponsible for product life-cycle management for key Internet-based services for credit unions, such as Internet banking, bill payment and web site design. Managed implementation for a new smart-card based product and member portal service. Established and managed project teams to implement approved implementation plans. Administered the daily internal/external operations for assigned E-Commerce products in order to meet the annual business plan goals and objectives. Developed, maintained and improved vendor relationships and monitor performance. Established a sales process and qualifying tools to maximize leads. Identified and explored opportunities to expand existing business partner relationships and develop new services based on market demand.
CUNA Service GroupMultiple Positions
Aug. 1985 - Oct. 1999Madison, Wisconsin AreaDuring this time, I held several entry-level positions while going to school to advance my skill set and learn more about the credit union industry. I was responsible for the product lifecycle management of several programs, which included business plan development, go-to-market plans, business development, marketing and vendor management.
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