Management Sciences Experience
Adjunct Faculty, Organizational Design and Innovation; Learning and Development Specialist
School of Business,University of Phoenix, Apollo Group, Phoenix, AZ, April 20, 2010 to Present.
· Approved to teach ORG/581: Organizational Design, and MMPBL/550: Creativity, Innovation, and Organizational Design.
· Taught organizational learning, creativity, innovation, talent development, organizational design, and change management theories.
· Managed the instruction and evaluation of 235+ diverse adult learners and their 65+ organizational development learning teams.
· Developed and improved the course design, and built several online learning tools (website, videos, and a wiki) to further learning.
· Wrote a faculty research proposal to develop new learning products to study learning motivation in adults.
· Hired by the Product Strategy and Development Group to help develop a new learning platform in a pilot study.
· Hired by the Director of Faculty Innovation to coordinate and evaluate the product development efforts of 32 faculty members.
· Profiled by the School of Business Newsletter as one of five faculty members "who received spectacular comments from their previous students".
· Received an honorarium in Faculty Matters magazine for having published a peer-reviewed article on telementoring and social relationships.
Adjunct Instructor, Accounting
· Eligible adjunct accounting instructor for classroom, online, and hybrid learning programs.
· Developed and presented a lecture on inventory methods and valuation to other instructors.
· Taught how LCM, FIFO, LIFO, average cost, perpetual and periodic inventory impact the three key financial statements.
Business Manager, Business Consultant, Business Instructor
Sierra Abacus, Sacramento, CA, March 03, 2007 to June 30, 2010.
· Consulted and instructed 200+ leaders and future leaders in business planning, financial analysis, payroll tax, and marketing, including the Environmental Protection Agency (EPA), at business and economic development centers and their partners, and several partners of the Internal Revenue Service (IRS) and Employment Development Department (EDD).
· Served as a technical advisor to the Technical Advisory Service for Attorneys (TASA) for several legal cases involving government clients.
· Managed and expanded the operations and regulatory affairs of a business consulting practice and a certified organic farm.
· Managed marketing, public relations, sales, and strategic partnership projects and programs for a business development center, business consulting practice, private school, and a farm. The strategic partnerships included Sacramento County, City of Sacramento, and City of Davis governments, Chambers of Commerce, several business and economic development centers, non-profits, and vendors.
· Developed and optimized websites, e-marketing, and e-commerce programs for a trade and development organization, business development center, business consulting practice, restaurant chain, moving company, and a farm.
· Developed and analyzed budgets, financial statements, and financial ratios for a restaurant chain, a private school, an engineering firm, a real estate firm, a business consulting practice, and a farm.
Tax Specialist, Tax Instructor, Client Care Specialist
H&R Block, Sacramento, CA, January 02, 2007 to April 21, 2010.
· Exceeded this Fortune 500’s 2010 financial sales goals by 275%, with a 95% client conversion rate, or deal closing rate.
· Sold tax and financial planning services, bank accounts, credit cards, and various loan products.
· Prepared 230+ business and personal federal and CA state income tax returns for clients.
· Instructed 5 credential courses in taxation, financial planning, and sales to 100+ CPAs, EAs, and other professionals.
· Assisted the Office Leader at the District Office with marketing and scheduling for 30 employees.
· Completed 434 hours of continuing professional education in tax, accounting, finance, banking, investments, and sales to date.
· Bank Agent for H&R Block Bank and HSBC Bank, and a bonded and registered tax preparer and e-filer.
Project Manager
PACE 2000 International, Ottawa, ONT, July 2, 2003 to February 14, 2010.
· Successfully designed and managed a product pilot study at 3 bilingual (English and French) facilities, working closely with two executives, a medical doctor and former Lockheed Martin engineer.
· Marketed and recruited study volunteers using Independent Ethics Committee (IEC)-approved marketing materials, direct marketing, and via study information presentions.
· Trained, supervised, and evaluated 30+ bilingual staff, volunteers, and study participants for the duration of the study.
· Translated and conducted journal research, compiled study data, and performed statistical analysis by telecommute.
· Co-authored 3 peer-reviewed publications in Canada and the UK with MD and PhD researchers by telecommute.
Last updated 09/01/2012.
Last updated 09/01/2012.
