Principal Consultant

Consulting engagements range from strategic planning, development of policies, procedures and standards, records retention schedule modernization, taxonomy and classification schemas, training, requirements analysis as well as RIM program and ECM project implementation support. It is a privilege to provide consulting services to these diverse and unique organizations from the private, public, tax-exempt, and not-for-profit sectors which range in size from 200 employees in a single location to 175,000 employees in more than 90 countries. 

Simon Fraser University Archives and Records Management Department              State of North Dakota – Information Technology Department and State Archives
State of Wyoming – Archives and Records Management        
Emerson College                            
Council of State Archivists (CoSA)                    
California Historical Records Advisory Board (CHRAB)
Church Pension Group                        
City of Toronto                            
Kansas Historical Society - State Archives               
Waukesha County                            
IBM – Information Management Software               
Barr Engineering                            
E.I. du Pont de Nemours Company (DuPont)   
Chevron Corporation
McKesson Corporation                    
WEA Trust
National Enrichment Facility (Louisiana Energy Services)        
Swiss Colony                            
Platte River Power Authority                             
CUNA Mutual Group                            
Evangelical Christian Credit Union                
Madison Gas & Electric Company                
Philip Morris International                    
William D. and Catherine T. MacArthur Foundation  
Edison International         
EMC Corporation                            
American Transmission Company                
Valero Energy                    
S.C. Johnson & Sons, Inc.                    
West Bend Mutual Insurance