S T E V E N G. B E R E N S

*** ******** **** • Penn Valley, Pennsylvania 19072 • 610-***-**** • adgczt@r.postjobfree.com BUSINESS STRATEGY, ORGANIZANTIONAL TRANSFORMATION & LEADERSHIP Strategy • Leadership Development • Project Management • Transformation & Change Management Change agent and business strategist with a background in elevating organizational performance through the formulation, execution and change management of comprehensive strategic, operational, management and procedural initiatives across various industries, including consumer packaged goods (CPG), healthcare, financial services, public sector, energy, cable, logistics, supply chain, distribution, and retail organizations worldwide. Insightful advisor offering expertise in strategic planning, business planning, leadership, organizational design, market intelligence, research, and analysis. Areas of expertise include:

Strategic Planning • Leadership Development • Organizational Development, Transformation & Culture • Alignment • Project & Change Management • Financial Analysis • Business Analysis • Business Architecture • Team Building • Facilitation • Supply chain Leadership • Logistics • Process Improvement • Executive Coaching • Operations • Process Mapping

— PROFESSIONAL WORK HISTORY —

INLAND PORT OF PENNSYLVANIA 2019 - PRESENT

(Interim) Chief Strategy Officer & Change Management Senior level leadership, Strategic planning, business transformation, business development, and talent management.

• Designed business plan, strategy, and accountable for business development for logistics and supply chain organization.

• Responsible for liaising with board of directors, partners, and public sector to ensure funding for $20 million

• Work with government agencies, and various to ensure all components of strategy and operation align.

• Run all subsidiary companies under umbrella with simultaneous programs and projects.

• Build, lead and grow high performing teams throughout the organization. CAPTECH CONSULTING 2017 - 2019

Change Management Practice Lead & Senior Consulting Manager Strategic planning, business transformation, business development, project and change management.

• Strategy and OCM lead for North Region responsible for leading practice and large-scale client initiatives.

• Designed, implemented, and launched Captech’s Culture Shift service offering.

• Led large scale change management and culture shift initiative within private and public sectors.

• Responsible for leading CIO and his leadership team through a culture shift initiative with senior leadership.

• Delivered and coached strategic planning workshops for C-suite clients resulting in implemented enterprise plans.

• Re-invent the public sector organization’s mission and vision, design the organizations Town Hall content for 900.

• Co-facilitate Senior Leadership Roadshow content, identified, and aligned key processes that impacting culture shifts. NORTH HIGHLAND WORLDWIDE CONSULTING 2015 - 2017

Business Transformation Lead & Consulting Manager

Strategic planning, business transformation, business development, project and change management.

• North Highland’s Business Transformation Community Lead responsible for building a team to plan new service line.

• Acting internal strategy consultant partnering with other consultants developing North Highland’s market strategy.

• Functional Lead to Coca-Cola for bottling divestiture responsible for North Star Team’s project management while advising PMO and independent bottler to successfully transition on time and within budget.

• Lead Project/Change Manager for the New Jersey Department of Community affairs IT transformation project (Current).

• Led Change Management Team for the State of Illinois Department of Financial and Professional Regulation setting up and implementing department’s change management methodology while authoring a change management playbook.

• Engaged Comcast Business Class responsible for the project management of data and analytics reporting.

• Coached and developed junior consultants for Coca-Cola and the State of Illinois projects. INDEPENDENT CONSULTING 2002 – 2015

Consultant – Strategy, Business Planning, Project Management, Marketing, and Business Architecture Formulate strategic, operational, business, project and change management plans.

• Facilitated transition to an innovative culture around data for AstraZeneca (2019).

• Led and built Cigna Total Health and Network Operating Model team successfully creating a business architecture capability framework and change management methodology for a 5,000 FTE organization.

• Consulted senior leaders and help develop strategic and operating plans

• Consulted Time Warner Cable Business Class on strategic planning and business process standardization across six regions,

• producing approved business processes ready for implementation in new knowledge management system.

• Advised Exelon and Constellation Energy leadership and PMO through merger by facilitating, aligning, and leading project/change management efforts and governance design structure.

• Led Exelon’s business process improvement resulting in documenting current and designing of future state processes, implementing 100% of recommended process changes.

• Engaged direct mail firm developing marketing/financial model accelerating response rates by 133%.

• Advised various clients on planning and execution resulting with an average increase in business of 11%.

• Propelled top line profit for global Biotech firm by 5% through business planning and execution efforts.

• As Interim Director of Reporting for U.S.-based life insurance company, re-engineered client financial reporting system, improving reporting efficiency by 40% while reducing errors by 80% over 2 quarters.

• Transformed partnership between top rated U.S. financial services firm and U.S. resulting in slashed redundancies by 30% and increased bottom line revenue by 4%.

• Advised Covance’s executive team through the development of competitive intelligence market reporting. GAP INTERNATIONAL 2007 – 2009

Management Consultant – Strategy, Organizational Alignment, Project Management, Curriculum Design Consulted industry leading Global 1000 and Fortune 500 companies, advising senior executives in design, development and execution of strategic planning and strategic initiatives.

• Engaged Diageo leadership in Latin America and Asia solidifying and re-engineering corporate strategy to drive performance improvement through planning sessions and metric creation.

• Designed and implemented strategy and leadership development programs for Diageo, aligning the top 800 executives worldwide to new corporate strategy.

• Executive coach to Diageo and Food Lion leadership team developing senior leadership goals and plans.

• Led internal team that developed consultant education strategy, curriculum and performance management.

• Spearheaded annual Senior Executive Conference facilitating all strategic planning sessions.

• Led SharePoint knowledge management team, successfully delivering team workspaces, teaching and learning systems and all communications ahead of plan, with increase productivity by 15% in one quarter.

• Delivered market entry strategy with corresponding, resulting in a successful launch of the Shanghai, China office.

• Oversight of critical situation reports with a 98% success rate of all issues resolved within project parameters.

• Led internal strategic and business planning sessions, executing a 10% increase in revenue within the first quarter. PENN MUTUAL 1999 – 2002

Senior Financial Analyst, Project Management and Decision Support

• Accountable for analysis and reporting of insurance company investment portfolio, project management, board reporting, oversight of junior analysts and representative to North American Securities Valuation Association (NASVA). PILGRIM BAXTER & ASSOCIATE/UAM SSC 1997 – 1999

Senior Institutional Mutual Fund Specialist

• Consulted high dollar clientele (exceeding $1 million) and accountable for all trade tracking and analysis. Authored firms standard operating procedures for mutual fund tracking, analysis, and reporting.

— SPEAKING ENGAGEMENTS AND BOARD AFFILITIONS —

AMERICAN HISTORICAL THEATRE (BOARD CHAIR, CHAIR EMERITUS) 2013 - Current BDRC (NON-PROFIT) – BOARD OF TRUSTEES 2011 - 2013

PMI STRATEGY CONFERENCE – KEYNOTE SPEAKER 2011

ADJUNCT PROFESSOR – DREXEL UNIVERSITY 2010 - 2012

— EDUCATION, CERTIFICATIONS, AWARDS—

Master of Business Administration – Marketing & Organizational Management LeBow College of Business, Drexel University, Philadelphia, Pennsylvania Bachelor of Science – Marketing & Finance

Drexel University, Philadelphia, Pennsylvania

PROSCI®

North Highland, Philadelphia, Pennsylvania

Business Architecture Certification

Business Architecture Center of Excellence, Orlando, Florida Creative Exchange Certificate

Arts and Business Council, Philadelphia, Pennsylvania Washington State Golden Eraser Award for Consulting and Coaching Washington State LNI, Olympia, Washington

North Highland Consulting Award

Award for outstanding project with Coca-Cola Philadelphia, Pennsylvania

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