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Work Background
Consultant/Advisor
Self-employedConsultant/Advisor
Jan. 2024Novato, California, United States• Impart operational expertise and outline standard operating procedures. • Advise on financial management and reporting strategies. • Manage corporate filings and accounts. • Guide people operations, including onboarding and development for staff and physician leaders; revamp employee manual with DEI lens. • Design sponsor and business partner strategy to drive non-dues revenue. • Source and prioritize possible grant funding opportunities. • Chart prospective Foundation and Political Action Committee activities.
Interim CEO
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.
Deputy Director
Santa Clara County Medical Association Deputy Director
Jan. 2021 - Dec. 2022San Jose, California, United States
Senior Director, Wellness Services
California Medical AssociationSenior Director, Wellness Services
Apr. 2020 - Jan. 2021Well Physician California• Created, piloted, and advanced physician wellness programming, including peer coaching, clinical leadership training, mindfulness, storytelling and wellness consortium of healthcare system leaders. • Administered grant-funded programs.
Associate Executive Director, Membership & Marketing
San Francisco Marin Medical SocietyAssociate Executive Director, Membership & Marketing
Jun. 2016 - Apr. 2020San Francisco, California, United States• Led a successful membership program with 65% growth in four years. • Directed dues billing and member database management. • Composed diverse communications, including e-newsletter, targeted emails, website, social media, member directory, and print publications. • Conducted outreach to physicians, office staff, hospital medical staff, community leaders, and the media. • Cultivated relationships with elected officials to advance public policy. • Coordinated educational and social events for members. • Produced non-dues revenue, including sponsorships and advertising; secured ad revenue to cover the cost of print publications. • Served as staff liaison to board and committees, supervised team members and delivered HR leadership. • Navigated merger of the San Francisco and Marin Medical Societies. • Executed a PR campaign for the organization's 150th Anniversary, planned celebratory gala and raised more than $75k in sponsorships. • Represented the association at press conferences and city council meetings on the banning of flavored tobacco products.
Senior Communications Manager - International
VSP Vision CareSenior Communications Manager - International
Sep. 2013 - May. 2016Rancho Cordova, California, United States• Developed and implemented strategic client, broker and member communications programs to increase vision care enrollment. • Initiated and managed creative strategy, including content development, messaging and brand positioning. • Contributed to the successful launch of VSP Vision Care products and services in three new countries – Australia, Canada, and the UK.
POLST Program Director
Coalition for Compassionate Care of CaliforniaPOLST Program Director
Mar. 2009 - Mar. 2013Sacramento, California, United States• Acted as a statewide liaison for Physician Orders for Life-Sustaining Treatment (POLST) implementation. • Established POLST as a community standard across California. • Collaborated with staff, board, POLST coalitions, physician champions, EMS, and consultants for program efficacy. • Offered technical support to 26 local coalitions. • Managed grant writing, administration, and reporting for local coalitions. • Developed POLST-related communications, including educational materials and website content. • Facilitated meetings, trainings, and webinars; created curriculum and trained over 600 healthcare providers in POLST.
Director of Communications & Community Relations
Hospice By The BayDirector of Communications & Community Relations
Sep. 2002 - Apr. 2009Larkspur, California, United States• Reported to President & CEO, served on senior leadership team and supervised staff of seven. • Managed $14 million budget, strategic planning, internal and external communications, PR, community outreach and education. • Collaborated with Foundation on donor campaigns, fundraising events, and educational initiatives. • Fostered relationships with healthcare providers, community leaders, businesses, legislators, and community service organizations to enhance the organization's visibility. • Regularly provided educational presentations to the general public, healthcare providers, board members and donors. • Served as staff liaison to board and volunteer committees. • Charted branding efforts during organizational identity/name change, including regional media campaign. • Established outreach plan that contributed to a 350% increase in patient census and a 62% increase in average length of stay. • Designed a public awareness campaign, "My Life, My Choices," presenting the benefits and steps of advance care planning.
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