91ÖÆƬ³§

Academic Experience

• Adjunct Instructor, Management, 91ÖÆƬ³§ College of Business (August, 2018 - Present), Beaumont, Texas.
• Executive Director, Retention & Student Success, 91ÖÆƬ³§ (June, 2018 - September, 2020), Beaumont, Texas.
• Director of Accreditation and Assessment, 91ÖÆƬ³§ College of Business (June, 2017 - May, 2018), Beaumont, Texas.
• Instructor of Management, 91ÖÆƬ³§ (2014 - Present), Beaumont, Texas.

Non-Academic Experience

• Owner, CAE Solutions, LLC (August, 2020 - Present), Beaumont, Texas.
• Executive Director, Symphony of Southeast Texas (August, 2007 - June, 2014), Beaumont, Texas. Responsible for general management of the $600,000+ Symphony budget and operations.

Consulting

• 2020: Toeppich and Associates, Strategic Plan Development and Implementation
• 2020: 91ÖÆƬ³§ College of Business, Strategic Plan Development
• 2020: Broussard's Mortuary, Strategic Plan Revision and Development
• 2020: Broussard's Mortuary, Strategic Plan Development and Implementation
• 2019: Greater Beaumont Chamber of Commerce, Strategic Plan Development, Facilitated planning committee workshop 1/9/19
• 2019: Broussard's Mortuary, Strategic Plan Maintenance and Development, Ongoing consulting work with family administrators
• 2017 – 2018: United Way Beaumont & North Jefferson Co., Mission/Vision Review, Led planning group, Board workshops to revise organizational mission/vision
• 2017: SETX Nonprofit Dev. Center, Nonprofit Strategic Planning Workshop, Delivered Nonprofit Strategic Planning Workshop for Nonprofit Development Center 1/19/17
• 2017: Rotary Club of Beaumont RYLA Committee, RYLA Student Application Form Revision, Led redesign of RYLA student application form and scoring rubric
• 2017: LU Construction Management Program, Construction Mgmt Capstone Project, Facilitated Advisory Board/Faculty meeting to discuss changes to capstone project on 10/19/17
• 2017: Construction Mgmt Capstone Project, Construction Mgmt Capstone Project, Facilitate redesign of
• 2017: Broussard's Mortuary, Succession Plan
• 2017: Broussard's Mortuary, Strategy Development, Led meeting with administrators to identify objectives and strategies as part of long-range succession plan
• 2017: Broussard's Mortuary, Strategic Plan Development, Facilitated session to finalize strategic plan for Broussard's
• 2017: Broussard's Mortuary, New Business Line Development, Facilitated administration meeting discussing service expansion plans.
• 2017: Broussard's Mortuary, Long Range Succession Plan, Led session with administrators to determine new organizational structure and appropriate succession plans.
• 2016: YMCA of Southeast Texas, Strategic Planning Committee Vision Workshop, Facilitated Workshop for Board Strategic Planning Committee on reviewing vision statements as the basis of new strategic plan
• 2016: YMCA of Southeast Texas, Strategic Planning Committee Purpose/Principles Workshop, Facilitated Workshop for Board Strategic Planning Committee on reviewing mission and vision statements as the basis of new strategic plan
• 2016: YMCA of Southeast Texas, Strategic Planning Committee Goals/Strategies Workshop 1, Facilitated workshop to prioritize goals/strategies from Board retreat toward draft final plan
• 2016: YMCA of Southeast Texas, Strategic Planning Board Workshop, Facilitated workshop (2/17/16) to brainstorm strategy ideas for draft strategic plan document
• 2016: YMCA of Southeast Texas, Strategic Plan Final Presentation, Facilitated Board meeting on 5/19/16 to present final strategic plan document to Board
• 2016: YMCA of Southeast Texas, Strategic Plan Committee Leadership Workshop, Facilitated workshop to finalize strategic plan draft for Board presentation
• 2016: Rotary Club of Beaumont, Strategic Plan, Facilitated Rotary Club of Beaumont Board long-range vision workshop 9/15/16 as part of developing/broadening a club strategic plan.
• 2016: Land Manor, Organization Needs Assessment, Meet with Land Manor Board and staff members to deliver general organizational needs assessment report
• 2016: Land Manor, Organization Needs Assessment, Meet with Land Manor Board and staff members to conduct general organizational needs assessment to develop report and/or consulting proposal
• 2016: Greater Beaumont Chamber of Commerce, Strategic Planning Workshop, Planned and facilitated workshop for Chamber Board/members to brainstorm vision/strategy ideas for strategic plan document
• 2016: Greater Beaumont Chamber of Commerce, Strategic Plan Committee Leadership Workshop, Facilitated meeting (2/16/16) with strategic planning committee to plan Board workshop to draft new strategic plan document
• 2016: Broussard's Mortuary, Succession Plan Development, Led second meeting to crystallize long-term company vision for basis of succession plan development
• 2016: Broussard's Mortuary, Succession Plan Development, Facilitated meeting 9/8/16 to begin defining long-range company vision as part of Succession Plan Development
• 2016: Broussard's Mortuary, Succession Plan Development, Conducted initial meeting with Broussard's administrators to revise organization's mission statement and develop timeline for succession plan
• 2016: Broussard's Mortuary, Succession Plan Development, Conducted (4) initial individual meetings with Broussard's administrators to determine succession/strategic planning needs, issues, and concerns
• 2016: Broussard's Mortuary, Organization Needs Assessment, Delivered overview organizational needs assessment associated with long-range planning and succession planning for locally owned family business leading to consulting project proposal submission
• 2016: Broussard's Mortuary, Long Range Succession Plan, Led PEST, Competitive Forces, SWOT analysis of family administrators on 11/1/16 as part of ongoing succession plan development
• 2015: YMCA of Southeast Texas, Strategic Plan Committee Leadership Workshop, Facilitated preparatory Workshop for Board Strategic Planning Committee Chairs for planning process meetings with committee and full Board
• 2014: Msgr. Kelly Catholic High School, School Administrators Strategic Plan Session, Led training session for administrator implementation of school's new, perennial strategic plan.
• 2014: Msgr. Kelly Catholic High School, Policy & Planning Committee Chair, Deliver, evaluate, and report results of and recommendations on annual Board self-assessment
• 2014: Msgr. Kelly Catholic High School, Policy & Planning Committee Chair, Chair committee to oversee and update perennial strategic plan
• 2013: Rotary Club of Beaumont, Strategic Plan Development, Chaired committee and process to create mission-driven, perennial club strategic plan
• 2013: Rotary Club of Beaumont, Large U.S. Rotary Clubs Conference, Served as small group facilitator for U.S. Large Clubs Conference
• 2013: Msgr. Kelly Catholic High School, Strategic Plan Development, Chaired committee and process to develop mission-driven, perennial school strategic plan
• 2013: Msgr. Kelly Catholic High School, Board Self-Evaluation, Chaired committee and process to develop, deliver, and assess results of a school board self-evaluation/effectiveness tool
• 2013: Beaumont Community Players, Nonprofit Board Roles/Responsibilities Training, Provided 2-hour training session on the roles and responsibilities of nonprofit Boards to local community theater Board members

Paid Service

• 2015: CASA Southeast Texas, Conducted professional development needs assessment for CASA SETX Executive Director and Admin. Staff
• 2014: CASA Orange, TX, Led Board Workshop to create a new, perennial strategic plan for the organization
• 2014: CASA Orange, TX, Executive Director Coaching Session, Delivered one-on-one personal productivity and nonprofit management coaching session for the program's Executive Director.
• 2014: CASA Orange, TX, Deliver Board Assessment and Roles Training
• 2014: CASA Orange, TX, Assist Board in designing Board Recruitment Plan
• 2014: CASA Orange, TX, Assess current performance/program needs of new program Executive Director
• 2013: Catholic Charities of Southeast Texas, Led paid consulting process to revise organizational mission statement, develop broad, visionary organizational goals based on mission as foundation for a new strategic plan, and provided coaching overview of the process to develop a new mission-based perennial strategic plan
• 2013: CASA Orange, TX, Nonprofit Board Roles/Responsibilities Training, Delivered 2-hour session on nonprofit Board roles and responsibilities to CASA Orange, TX Board members through contracted services with TX CASA.
• 2013: CASA Orange, TX, Delivered 8 hours executive coaching to CASA Orange, TX Executive Director to identify improvement opportunities, review personal productivity system, develop staff strategic plan implementation plan, and develop a complete and customized staff performance evaluation tool.
• 2013: CASA Orange, TX, Delivered 4 hours of strategic planning training and facilitation, including training in TX CASA SWOT and growth planning materials, for CASA Orange, TX Board members.