Santa Clara County Medical Association Interim CEO
Jan. 2023 - Dec. 2023San Jose, California, United States• Directed association operations, cultivated a high-functioning team of five, developed operational procedures and formulated strategic planning and financial strategies.
• Served as the chief staff executive to a board of 19 physician leaders.
• Aligned programs with organizational objectives, financial goals, and member needs; developed and launched programs for independent practice physicians and physician wellness reaching more than 750 physicians.
• Orchestrated membership strategy, benefits, and engagement initiatives that led to 45% growth in membership revenue in three years, reaching $1M in dues in 2023. • Mentored staff on the development of strategic and engaging communications, including quarterly print publication, member directory, website, digital media campaigns, and member surveys.
• Established accounting, budget, and financial reporting processes; implemented a cash management and reserves plan resulting in financial security and new investment income of 5%.
• Amplified and bolstered people operations and culture, including recruitment, training, and development.
• Initiated mutually beneficial business partnerships, represented the association in the community, and increased advertising and sponsorship support by 35%.
• Monitored legislation, regulations, and trends, advising the board on potential actions; engaged with legislators.
• Administered rental agreements and guided management and maintenance of property valued at $16M.
• Facilitated strategic direction and operations for 501c3 Foundation and Political Action Committee.
• Served as Deputy Director from January 2021 to December 2022; promoted to Interim CEO in January 2023; onboarding new CEO/Executive Director as of October 2023.