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Director, Governance

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Qualifications:  I am an innovative and experienced project manager with over 14 years of experience in business and technology environments in the Financial Services, Insurance, Automotive, and Consumer Goods industries.

For the past 5 years, I have been a chapter leader and volunteer for PMI Manitoba in the following capacities:

  • As member of the Board of Directors and Director of IT since 2015, I have led the Information Technology and Communications committee and have accomplished the following:
    1. Upgraded and migrated to a new website content management system, event management system, and newsletter management system to continue to enhance the capabilities for the chapter and its members.
    2. Enhanced the website front-end with a more engaging, easy-to-navigate, professional, and mobile-friendly website experience.
    3. Streamlined the bi-weekly newsletter process to ensure members continuously receive relevant and valuable content in a reliable and efficient manner.
    4. Migrated the chapter collaboration and office tool suite to a license-free service, creating annual savings of $3,000 for the chapter.
    5. Improved the chapter's social media footprint to deliver continuous content, events and news to members.
  • As the chair of the Project of the Year Committee since 2013, I have led a team of motivated individuals, successfully implemented three (3) Project of the Year awards, and accomplished the following:
    1. Increased the awareness and prestige of the award through continuous communication and recognition.
    2. Transitioned the event into an evening gala to elevate the celebration status.
    3. Introduced donations to charitable organizations on behalf of the chapter and the POY winners, in lieu of monetary awards.
    4. Documented and streamlined the POY process so that it is repeatable and can deliver consistent results.
    5. Consistently delivered the Project of the Year on schedule and under the assigned budget.

Vision:

As Director of Governance, I will:

  • Continue to support on the IT and Communication capabilities that I established as Director of IT.
  • Conduct a mandatory review of all policies and bylaws to be completed by the spring of 2020. These have not been reviewed or revised since 2013 and 2014, respectively.
  • Working with the Director of Finance, I will review, streamline and document all financial policies and processes by the spring of 2020 to ensure that the chapter financial practices are reliable, consistent, and follow adequate financial controls. These include:
    1. Pro-active management of aging accounts payables.
    2. Standardize levels of service for invoicing and issue of payments.
    3. Streamline expense submission via available QuickBooks capabilities.
    4. Leverage existing digital tools (e.g. Paypal, SquareReader, Expensify, etc) to facilitate incoming revenue, manage refunds, or third-party payments.
  • Establish a policy that requires the chapter to maintain a financial reserve of 40-50% of annual operating budgeted costs.
  • Establish a policy that requires the chapter to provide members with a semi-annual financial report with year-to-date and forecasted financial statements. This is to increase the transparency of the chapter's finances and provide members an additional financial update other than just the annual report.

Experience: I am currently a Project Manager at the Workers Compensation Board of Manitoba where I lead and manage large-scale corporate projects that include enterprise application development, business process transformation, technology upgrades, organizational change initiatives, etc. I have also worked at DMT Development Systems, Great-West Life, and Procter & Gamble Latin America.

Education:  I have a bachelor’s degree in Industrial & Systems Engineering. I am a licensed Professional Engineer (P.Eng.) as well as a certified Project Management Professional (PMP®). I also hold additional certifications such as ITIL and PRINCE2. I am currently pursuing a Lean Six Sigma certification.

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