Systemic Curriculum & Compliance Governance

End-to-End Project Lead  |  Wintrust Financial Corporation
Capability
Build Talent Infrastructure
Competencies
Learning Systems Design (Primary)  ·  Talent Strategy & Workforce Planning  ·  Change Management (Supporting)
Skills
LMS strategy & administration  ·  Job architecture design  ·  Curriculum architecture  ·  Training needs assessment  ·  Skills gap analysis  ·  Systems integration  ·  Program governance
Central Insight

"Compliance training failures are rarely a content problem. They are a structural problem — caused by unclear ownership, manual processes, and disconnected systems. The fix isn't better courses. It's better architecture."

Audit & Root Cause Analysis
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Audit & Root Cause Analysis

Evaluated historical audit findings to identify process gaps and liability exposure across all subsidiary entities.

Job Architecture Standardization
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Job Architecture Standardization

Mapped the full workforce of a $35B financial institution into 40 unified job families across 21 subsidiary organizations, creating the structural foundation for role-based compliance assignment.

Curriculum Architecture
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Curriculum Architecture

Designed a role-based compliance curriculum tied directly to the job family structure, ensuring every employee received training matched to their specific regulatory exposure.

LMS Strategy & Implementation
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LMS Strategy & Implementation

Led the evaluation, selection, integration, and ongoing governance of the organization's first enterprise LMS, including full HRIS API connectivity to automate assignment, tracking, and reporting.

Discovery
Assessment
  • Compliance audit
  • Root cause analysis
  • Stakeholder mapping
  • Legacy system review
Build
Architecture
  • Job family mapping
  • LMS selection & integration
  • Curriculum design
  • Governance model
Deployment
Launch
  • HRIS API integration
  • Pilot rollout
  • Admin training
  • Monitoring dashboard
Long-Term
Sustainment
  • Quarterly audits
  • Curriculum refresh cycles
  • Regulatory update integration
All Work
Compliance Infrastructure
Systemic Curriculum & Compliance Governance
Wintrust Financial Corporation
ERP Transformation
ERP Transformation & Enablement
Vanderbilt University Medical Center
Talent Strategy
Skills-Focused Talent Strategy
Kirkland & Ellis LLP
Onboarding Design
Global Onboarding & Engagement Program
Kirkland & Ellis LLP
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