FMI
Food Industry Association
Engagement: Long-term strategic advisory (2012–present)
Scope: Strategy, operating model, governance, executive forums. Strategic Advisor to the CEO and Board for over 14 years, leading the development and implementation of five successive long-term strategic and operating model plans, which helped drive increased membership, engagement, and 80%+ revenue growth.
Helped establish the industries priorities every few years with our Imperative Issues initiative. Facilitated Board-level discussions on emerging challenges and opportunities, and helped design and lead executive forums, including the Industry Collaboration Forum, the Chief Merchandising Officer, and Chief Customer Officer forums, to strengthen industry collaboration and leadership alignment.
Also provided a co-branded annual journal called Boardroom, which captures all the latest insights on the industries imperative issues. It is distributed to all current and prospective members and to the media.
SIFMA
Securities Industry & Financial Markets Association
Engagement: Strategic and governance advisory
Scope: Strategy, operating model, Board engagement
Supported the CEO and its Board through its last two overall strategic planning cycles starting in 2018. This included its strategic plan, operating model assessment, and transformation plan to deliver the strategy with excellence.
The plans helped provide strategic clarity, enhance Board engagement and alignment, right-size the number of Board committees, improve decision-making, and execution against strategic priorities, and driving 33%+ revenue growth.
WTTC
World Travel & Tourism Council
Engagement: Executive and Board advisory
Scope: Governance, membership strategy, executive forums, industry priorities
Advised the CEO and its Executive Committee on long-term ExCom and membership engagement strategy, ExCom governance, and several Board priority issues.
Supported the design and facilitation of executive forums and guided leadership on critical global issues, including the future of travel and safe & seamless traveler journey.
Recognized with an invitation to join its Executive Committee.
IIF
Institute of International Finance
Engagement: Last two long-term Strategic and Operating Model Plans since 2018
Scope: Industry role, enterprise strategy, operating model, and transformation plan, including Board and c-suite executive forum engagement improvements.
Partnered with the organization and its Board to develop and execute two long-term strategic and operating model plans. This helped confirm IIF’s unique role in the global banking community given the changing regulatory and business policy landscape from 2018 to 2025. The work increases IIF focus on its differentiated value propositions for each member segment globally and helps ensure its operating model is agile enough to adapt at pace.
ANA
Association of National Advertisers
Engagement: Enterprise strategy and operating model advisory
Scope: Strategy, governance, operating model
Advised the CEO, Board Chair, and Board on its long-term strategy and operating model plans.
Clarified and gained Board alignment to the association’s strategic priorities, simplified its Board governance structure, and gained commitment to an improved Board and senior staff operating model, accelerating the association’s ability to execute at scale, and helping it drive revenue growth.