Queens University of Charlotte

Brigham Young University

Relationship management, content strategist and leadership coach

I listen closely to TIAA’s clients, building the trusted relationships that allow us to better understand their challenges and build communications that speak to their needs.

TIAA

Sr. Director, Marketing

I am honored to help develop more creative, courageous and caring leaders in higher ed who will lead their institutions to become innovators and influencers in research and education.

Director, Client Leadership Solutions

Enterprise High Potential Programs: Four multi-month leadership development programs designed to accelerate the development of top talent at the Senior Executive, Mid-Level Executive, Experienced Manager and Emerging Talent levels. 
- Engage in all aspects of building the programs from garnering executive support through design and vendor selection to session facilitation and coaching  to measuring success.


TIAA Talks Speakers' Series: 100 employees are invited to attend an exclusive evening networking event with food, drinks, music and a show of three internal speakers delivering TED format talks about industry trends, leadership and technology.
	- Founded program to create a fun way to connect engaged employees across departments with each other and with the mindsets and that promote greater creativity.
	- Provide extensive presentation coaching for internal leaders selected to speak at each event.
	- TIAA Talks has a perfect net promoter score and is one of the highest viewed video content segments on our internal video platform.  

Mid-level Manager Development: Week-long leadership development program for managers of managers focused on building strategic thinking, cross-department collaboration and coaching skills. 
	- Design and develop content for the program including updating program content as organizational priorities and development needs shift.
	- Facilitate all content areas of the program.
	- Provide coaching for all program participants specifically around the feedback provided in their leadership competency 360 assessment.

Executive Coaching: 9-month executive coaching engagement for members of our Senior Leadership Team. 
	- Act as executive coach for up to 3 senior leadership team executives per year
	- Facilitate coaching training for other internal leadership coaches

Director, Executive and Leadership Development

Front Line Management Training: Week-long program designed to support front-line managers make the critical development turn from star individual contributor to effective team manager.
- Facilitated week-long sessions
- Created leadership engagement and support for new managers through guest panel discussions and leader interviews.
- Provided individual support and accountability for adopting new behaviors for all managers who attended the program.
- Designed and delivered sustainment modules and skill deep dive sessions to continue the leadership development of newer managers.

Leadership Mentoring Program: 9-month mentoring program designed to promote leadership capability, social learning and career development among managers at all levels. 
- Managed all aspects of the program from communications to pairing and training to measuring success.

Business Specific Leadership Development Initiatives: Consult, design and deliver business-area specific leadership development programs on topics such as; effective partnering, creating a compelling vision, managing your interaction style, developing emotional intelligence, cultivating resilience, planning and managing change, engaging in effective difficult conversations, coaching for leadership development, etc.

Manager,Leadership and Executive Development

§ Facilitate enterprise-wide learning programs focused exclusively on soft skills and leadership development.
		§ Consult with leaders in Marketing and others in HR to determine the learning needs of the Marketing organization including team building, skill building and sustainment of formal learning through peer-to-peer learning and on-the-job experiences.
		§ Developed strong relationships with HR Relationship Managers to develop and deliver learning programs that support the human capital strategies for Marketing.  
- Consult with senior and mid-level managers to design and deliver team effectiveness workshops and consult with leaders on sustainment of impact.
- Developed innovative and cost-effective delivery of career development programs via the web and virtual partner activities. Facilitate all offerings of our career development content for managers and employees with superior learner satisfaction scores.

Lead Performance Consultant

Created and managed the client outreach program that became the most effective client re-engagement program for Wealth Management clients during the recession

Consulted with Client Services and Marketing to determine strategy and content for thought leadership communications including written commentary, podcasts, videos, webinars and live presentations.

Managed all aspects of the thought leadership programs for TIAA-CREF’s Chief Investment Strategist 

Established Investment Insights: TIAA-CREF’s Executive Speaker Program. Consulted with employees in multiple roles in Institutional Relationships and Individual Client Services to define the strategy of the program and determine best practices. Simplified the planning process for campus speaking events by working with Client Services Marketing, Corporate Meetings and Events, Enterprise Marketing and Market and Business Intelligence to create templates for all marketing communications associated with the events. 

Conducted oversight meeting with Managing Consultants to ensure adherence to best practices. Promoted launch of the program at the 2010 Employee Business Conference. 

Presented Investment Insights to 100 senior-level sales executives at the 2010 Employee Business Conference as well as to approximately 200 client-facing consultants from the Midwest Region.

Investment Insights Program Manager

Enhanced investment performance reports to be more clear, concise and focused on the needs of the end user.
Simplified the language of complex investment performance reports to appeal to broader audiences.
Communicated division’s activities and priorities to senior management and business partners through monthly and bi-weekly newsletters.
Created written and visual materials to support management discussions of group strategy and priorities with senior leadership in Investment Management.
Coached team members in preparation for presentations to client-facing staff by providing guidance in defining key messages, simplifying technical concepts and rehearsing delivery.

Stephanie Hale