Review and advise performance and strategy for financials, marketing, technology, retention, engagement, acquisition, policies, processes. Committee member to select new CEO. Co-chair of committees for innovation awards, CX Day online events, social media. Recipient of Extra Mile Award, MVP Award.

Design and deliver Marketing Operations 2.0: Tactical Discipline to Strategic Vision. Design includes curriculum, presentation materials, quizzes, in-class exercises, homework, exams. Delivery includes presentation and facilitation of students' self-discovery.

Co-founded ClearAction Value Exchange as 24x7 bite-sized professional development SaaS for marketing/customer success/experience/care to navigate silo/cultural/political/personality gaps. Recruited and led Executive Leadership Board, designed interactive learning, member engagement and gamification, digital events, developed website, led marketing and sales. Developed proprietary CX maturity assessment/roadmap, created Customer Excellence DNA, created Digital Experience De-Siloed.

Developed proprietary CX maturity assessment/roadmap, designed Customer Experience Excellence course (1 of 2 CXPA-approved US providers; course purchased in 70+ countries), designed Customer-Focused Communication course. Clients included Allegion, Anritsu, Applied Materials, Callidus Cloud, Cementos Progreso, Cisco, Critical Software, Direct General Insurance, Ingersoll Rand, Kaiser, Moo, Sage, SHRM, SunPower, Thomson Reuters, Valin, Whataburger, WEX, and many more.

Marketing transformation strategist, recognized on top influencer lists, developed proprietary marketing maturity assessment/roadmap, created Marketing Future Forum educational/transformational community, client work: change management, organizational design, charters, metrics, mgt reporting, interfaces between HQ/field and HQ/divisions, and more. Clients included Anritsu, Bankers Fidelity, Health Strategies Group, Hootsuite, LeadFormix, LexisNexis, Renesas.

Instructor and course developer for graduate and undergraduate classes ranging from 12-86 students: marketing, advertising, business management, market research, plus professional development workshops in voice of the customer, creativity and innovation, dealing with difficult people.

For our new environmental products division, developed marketing plans, market requirement specs, beta sites, launch plans, alliances, business development, collateral, websites, sales tools/training, technology center tour process/training; collaborated extensively with engineering and company-wide business units, key role in acquisition of distributor.

Directed company-wide collaboration in standard and process development, ISO 9000, quality management system, customer experience management, voice of the customer,, corporate team recognition, quality metrics and analytics, quality institute of Applied Global University.