


- Bio
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I've been part of the Sunshine Coast Credit Union team since 2014. In my current role, I work to align our organization around its core strategies, from the CEO to the newest employee. I also look for opportunities that help us love where we work, and help our members love banking with us.
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Recent projects

New Employee Training Development
Our company has complex and detailed training requirements due to the sensitive and highly technical nature of financial services. Manually executing onboarding tasks with each new employee is an inefficient use of resources. We need an online program that will introduce employees to their new roles, take employees through all start-up resources, and provide our HR personnel with standardized feedback and data about employee progress. This project should focus on: Gathering relevant course design and content information from interviews with key stakeholders. Onboarding plans for individuals in the branch delivery system Ensuring new employees complete specific onboarding tasks and the ability to track progress Reducing new employee’s adjustment period. Research and recommendation of potential Learning Management Systems. Automation of our onboarding process and reduction of redundancies Virtual onboarding Role of the mentor in virtual onboarding

Future of the Canadian Credit Union System
In 2012, Deloitte published a paper titled " 21st Century Co-operative: Rewrite the Rules of Collaboration " which provocatively stated that credit unions with less than $5 billion in assets were unlikely to survive the transformational changes in the financial services sector. In this project, we would like students to explore the notion of "size to survive," examining international examples of success in small financial and non-financial organizations. The research should include: Strategies and methods small organizations have applied to compete with large organizations; A critical reflection of the Deloitte paper, considering why a diverse credit union system might be beneficial to consumers; Consideration of different collaboration models (i.e. federation, integration, back office collaboration). The goal of the project is for students to submit a critical analysis between 2500 - 3000 words.

Cyber Security/Disaster Recovery Plans
SCCU is developing and updating its incident response process, including its Disaster Recovery Plan and Business Continuity Plan. SCCU would like students to review its current processes, existing best practices, and provide recommendations on the optimal structure, workflow, and ownership model that will work best.

Cyber Security/Disaster Recovery Plans
SCCU is developing and updating its incident response process, including its Disaster Recovery Plan and Business Continuity Plan. SCCU would like students to review its current processes, existing best practices, and provide recommendations on the optimal structure, workflow, and ownership model that will work best.