Facilitated strategic planning process – from mission and core values to strategy maps and implementation plans with founding partners. Utilized off-the-shelf and proprietary assessment tools to gain team alignment and cohesiveness. Conducted What Drives People workshop to enhance partner collaboration.

Assessed structure and processes of support functions within a CPA firm. Provided recommendations for restructure as well as a full implementation plan resulting in improved performance and lower cost. Served as Fractional Chief People Officer throughout restructure process.

Worked with a physician to set up their practice. Located office space, negotiated office lease, consulted on employed physician contracts, managed care contracts, clinical research, billing, electronic medical records, and infrastructure.