Available to hire
I’m a freelancer who specializes in AI training, education and coaching.
With over 25 years of corporate experience ranging from learning and development to change management and consulting, I combine AI with strategic goals to ensure sustainable AI adoption.
Employment and project experience
AI Educator, Trainer and Coach Superpowers With AI
Nov 2024 - current
Consultant and Trainer roles Vancity Credit Union
January 2003 - June 2024
Skills
Experience Level
Expert
Language
Work Experience
Principal, Leadership & Diversity Facilitator and Coach at Superpowers Within Coaching and Consulting
August 1, 2023 - PresentSupport professionals in personal and professional development by embedding leadership coaching approaches. Facilitate culture and change workshops, administer leadership assessments, and collaborate with partners on unique needs to create strategies and solutions.
Responsible Investment Policy Consultant at Vancity Credit Union
June 30, 2024 - August 28, 2025Designed, developed and operationalized Responsible Investment (RI) policy, framework, and department objectives. Facilitated RI Working Group, coached staff, led RI practice management learnings, and collaborated on ESG improvements. Conducted research and project managed initiatives to integrate RI into financial planning and grow assets under administration.
Investment Marketing Specialist (covid secondment) at Vancity Credit Union
March 1, 2022 - August 28, 2025Designed marketing and communications collateral focused on ESG factors and RI benefits. Collaborated with ESG team for projects, supported business development and early stage relationship building, and created learning sessions and client webinars.
Community Investment Portfolio Manager at Vancity Credit Union
June 30, 2020 - August 28, 2025Led cross-functional teams to develop and deliver strategic objectives involving impact businesses, cooperatives, and not-for-profits. Applied change management and project management principles to integrate impact behaviors and achieve social and financial justice goals. Engaged community and internal partners and collaborated with senior leaders on impact-related goals including reconciliation and environmental efforts.
Financial Literacy Program Manager at Vancity Credit Union
May 1, 2016 - August 28, 2025Oversaw design and management of community financial literacy programs, developed new topics and resources, and launched a national program for the credit union system. Mentored, trained, and coached workshop facilitators, conducted research and analysis on trends and community needs, and reported on metrics.
Consultant, Training & Development at Vancity Credit Union
October 1, 2012 - August 28, 2025Developed and facilitated enterprise-wide wealth management and technology learning programs, mentored change management champions, delivered training sessions, consulted with partners, onboarded and coached advisors, and gathered data for reporting.
Wealth Planner at Vancity Credit Union
September 1, 2010 - August 28, 2025Provided financial planning, wealth management, philanthropic, and estate planning services to clients.
Branch Compliance Manager at Vancity Credit Union
December 31, 2006 - August 27, 2025Assessed advisor compliance effectiveness, applied regulatory policies and audit practices.
Education
BSc / Resource Management at University of British Columbia
January 11, 2030 - August 28, 2025DIPL.T / Financial Management at British Columbia Institute of Technology
January 11, 2030 - August 28, 2025Qualifications
Certified Professional Integrative Coach
January 11, 2030 - August 28, 2025Emotional Intelligence Practitioner (Candidate)
January 11, 2030 - August 28, 2025Fundamentals of Behavioural Insights, University of British Columbia
January 11, 2030 - August 28, 2025Responsible Investment Specialist, Responsible Investment Canada
January 11, 2030 - August 28, 2025Change Management Practitioner Certification, PROSCI
January 11, 2030 - August 28, 2025Certified Financial Planner, Financial Planning Standards Council
January 11, 2030 - August 28, 2025PROSCI Certified Management Practitioner
January 11, 2030 - August 28, 2025Associate Certified Coach
January 11, 2030 - August 28, 2025Industry Experience
Financial Services, Non-Profit Organization, Education, Professional Services
Skills
Experience Level
Expert
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