Regis University

Certification Program Manager at Behavior Analyst Certification Board (BACB)

Oversight of the development and maintenance activities for three NCCA accredited certification examinations.

Behavior Analyst Certification Board (BACB)

Director Of Testing

•	Through management and leadership, achieved economical, productive performance; forward-looking processes and constructive growth for the association
•	Directed the planning, organizing, coordinating and performance reviews of department staff, certification programs and activities for the association, to assure certification objectives were attained and operational needs met
•	Established, monitored and adjusted systems, communications, and outreach efforts to encourage successful completion of initial certification and/or renewal requirements, while ensuring fair and equitable treatment throughout all phases of the certification process
•	Designed, implemented and monitored customer service programs and processes
•	Developed, monitored and improved processes and technology to create efficiencies, elevate service levels and positively impact stakeholder growth 
•	Worked with key staff to manage subject matter experts by implementing systems to identify, recruit, place, track and reward volunteers
•	Provided the necessary liaison and staff support to committee chairpersons, and their committee members, enabling them to successfully perform their functions
•	Oversaw examination development processes for certification programs, including establishing effective maintenance of testing procedures and exam item security, development and management
•	Managed testing company interface specific to exam development and/or delivery, and implemented improvements to systems and processes.  
•	Supported and maintained a department that demonstrated a team culture through developed staff members who lead by example and ability

Investments & Wealth Institute

Director of Certification

• Effectively managed the operations of a small financial services firm responsible for approximately 150 clients and their portfolios
• Facilitated timely client relations through research, reporting and delegation 
• Successfully handled escalated client contacts by utilizing effective communication
• Managed staff to assure project schedule and budgets delivered cost effective services
• Developed and implemented office procedures that increased efficiency and accuracy resulting in exceptional customer service feedback
• Maintained a positive compliance, security and regulatory status for the company
• Responsible for supplier management, technology and facilities

Amy Noel, Inc.

Director of Operations

• Managed the development of the CFP® Certification Examination, a high stakes exam that meets elite standards in certification testing
• Demonstrated leadership and success in setting and achieving exam development goals
• Cultivated and maintained a diverse pool of financial experts to support exam development events coordinated throughout the country
• Established a trusted relationship with financial experts and audit agencies vital to producing a valid and legally defensible exam for CFP® Certification
• Counseled candidates for CFP® Certification about the exam and best steps for success
• Accomplished project management of content specific tasks utilizing CFP® consultants

CFP Board

Sr. Manager, Examination

• Facilitated CFP® Certification for approximately 3,500 individuals annually
• Completed prospective candidate CFP® Certification marketing (personal, phone, email)
• Responsible for candidate background technical research & qualification validation
• Accomplished issue resolution of high volume applications resulting in minimal delays

Theresa Bartlett