JOE BOHLING

adi628@r.postjobfree.com, FRISCO, TX, USA

+1-214-***-****

SUMMARY

EXECUTIVE PARTNER and Human Resources / Business Strategy / Talent Management multi-business Practice Leader, with $35M+ P&L responsibility for a $600M Global Performance Improvement / Advisory Firm. Extensive compensation and benefits, human capital strategy development, talent development, consultancy, and operational experience for Fortune 500 Companies, PE/VC owned organizations, UHNW Family Office run enterprises, major not-for-profit hospital systems, and Higher Ed institutions. Proven executive coaching and facilitation expertise in operationalizing strategy (utilizing leading-edge, data-centric, digital platforms, lean, agile, and dynamic methodologies) to enable change management, compensation and benefits, diversity-inclusion-belonging-equity / cultural advocacy, sales and business development enhancement, staff and front-line team training, process re-engineering, transformational performance improvement, and turnaround. Former Fortune 200 CHRO and practicing attorney.

EXPERIENCE

BERKLEY RESEARCH GROUP, Dallas, San Francisco, NYC, Tokyo, London, and Dubai 2012-present

Managing Director, Member/Owner

Berkeley Research Group, LLC, a $600M annual revenue firm, was founded on the principle of providing exceptional talent and experience to clients in need of insight and advice on complex problems and business decisions. Serving as the Chief Implementation Officer / Interim CHRO / Client Service Executive for major Fortune 500/Global 100, Healthcare Systems, and Higher Education project engagements--while also driving business development, public relations, marketing, and sales for the overall firm. Global practice leader of 3 BRG business lines: HTI, TLA, and DynCap with $35M+ pro forma P&L responsibility

-Currently providing highly bespoke executive coaching and strategic/turnaround advisory services, utilizing BRG’s SPP framework and data-centric DRIVE platform, to 3 global CEO’s; 2 CHRO’s and numerous other C-Suite executives for Fortune 100 companies, mid-market privately held enterprises, and NewCo high tech and bio-science startups;

-Served as the Client Service Executive for a Fortune 50 company providing end-to-end human resources, interim functional leader, Total Rewards, HRIS, executive coaching and training, M&A due diligence/integration, change management/leadership, performance improvement/turnaround, and organizational development and effectiveness services across multiple divisions and functional areas;

-Practice leadership, marketing, and sales efforts grew client engagements 300% over the initial two year period with the firm, doubling consulting revenue, and growing the size of the HPI practice team to over 90 professionals, with overall revenues of $30M+ per annum at 40%+ gross margins;

-Served as the Chief Implementation Officer / Interim CHRO and Operational Executive for a Midwest regional healthcare system that generated P&L improvements for client of $120M to the bottom-line over 3 years. Operational oversight of interim CFO, CNO, and COO positions for the client;

-Personally originated and closed $40M+ in professional fees in Performance Improvement / Turnaround services during 2014-2019;

-Host and facilitator of BRG’s Quarterly Global Chief Strategy Officer Consortium with 50 top strategy officer members from the Fortune 500 and Global 100.

-Host and facilitator of BRG’s Quarterly Global Chief HR Officer Consortium with 30 top HR officer members from the Fortune 500 and Global 100.

AFLAC INCORPORATED, Columbus, Georgia 2011 - 2012

Chief Human Resources Officer

Responsible for strategic and tactical oversight of company’s global human resources, total rewards, learning, development, training divisions. Direct management and oversight of a $200M+ health and welfare benefits budget and $400M+ portfolio of defined benefit and defined contribution plans, managing a team of 160+ professionals with an $80M+ operating budget.

CONCENTRA INC., a HUMANA Company, Addison, Texas 2010 - 2011

Vice President, Human Resources Services and Total Rewards

Welsh, Carson, Anderson, and Stowe, a Private Equity firm, divested Concentra Inc. to Humana Inc., HUM in December of 2010. At the time Concentra had approximately 8,000 colleagues/clinicians, 250+ on-site corporate clinics, and 300+ stand-alone medical centers across the United States, with $800M+ in annual revenue. Assigned as the executive officer responsible for strategic and tactical oversight of the company’s compensation, retirement, health and welfare benefits, wellness initiatives, HRIS, diversity, compliance, and vendor/broker management, with direct management and oversight of a $30M+ health and welfare benefits budget. Serving as Chair of both the company’s Benefits and Wellness and 401K Committees, with Section 321fiduciary responsibility for the latter’s $150M+ investment portfolio.

-Company’s wellness initiatives recognized by Dallas Business Journal listing Concentra as one of “The Healthiest Companies in North Texas”

-Led the integration efforts to move Concentra retirement, health and welfare benefits to a Humana platform/product line

-Redesigned and implemented company’s new management variable incentive program

Executive sponsor of company’s sales effectiveness/compensation reengineering initiative

CITIGROUP, Irving, Texas 2006-2010

Senior Vice President, Human Resources, Citi Holdings;

Senior Vice President, Human Resources, CitiFinancial Auto

Member of the Human Resources senior executive management team for Citi Holdings which consisted of Brokerage Asset Management, Mortgage / Real Estate Lending, Consumer Lending Network Branches, Retail Auto Lending, Private Label Cards, Student Loans and Insurance Services businesses. Assigned as the Senior Human Resources Officer for the North American Auto Lending business with matrix reporting into the Auto Lending Division President/CEO; at its peak, with 5,000+ employees, $1.5B in revenue, $12B in annual loan originations, $300M+ in net income, $22B in managed assets, 178 Loan Production Branches, 10 Regional Buying Centers, an H.R. team of 50+ employees, and a functional H.R. budget of $6M+. Responsible for strategic and tactical H.R. oversight and management including employee relations, compensation and benefits, HRIS, communications, talent management, organizational development and effectiveness, recruiting, staffing, performance development and training.

In preparation for a $3.2B in assets business divesture to Banco Santander, led the turnaround, restructure and downsizing of the Auto Lending business division eliminating 2,000 positions, generating 50% labor/operational cost savings, while turning a -$600M net income loss in 2008 to a positive $250M net income gain in 2010.

-Led the strategic design, reorganization and rollout of the new organizational and operating model for the auto division generating 20%+ originations growth.

-Executive sponsor of the “Employer of Choice” change initiative driving process improvements in employee sourcing, recruiting, staffing, on-boarding, training and development. This work drove voluntary attrition rates down from 16% to 6%, reduced ethic line complaints, while also improving overall employee engagement.

-Selected as a Citi Executive Coach for the BLP/LDP high potential executive leadership development programs.

-Selected as a Faculty/Coach for the “Leading at Citi 3” executive development program.

PEPSICO, Plano, Texas 2004 - 2006

Human Resources Director, Frito Lay N.A. Division; Human Resources Director, PepsiCo Business Solutions Group Held executive responsibilities for Human Resources function for the Frito’s largest intact P&L business region, with $1B in revenue and 5,000 employees; and for PepsiCo’s global I.T. division. Responsible for employee and labor relations, communications, recruiting, staffing, organizational management and development, compensation, safety, and training.

-Led turnaround of company’s worst performing region into 3rd place in the prestigious HW Lay competition, over 106% improvement to Prior Year.

-Improved people metrics (hiring, retention, and safety) from bottom 50% to top 20% results.

-Led the strategic design, restructure and roll-out of the new organizational and operating model for the division to support a global $1.3B SAP Enterprise Resource Planning system transformation.

-Designed and rolled out “Career.Wise,” an I.T. career framework and curriculum to support enhancing employee skill sets and requirements.

-Led the recruiting and staffing of 300+ positions to support new organizational structure and operating model, filling 5 senior executive roles

i2 TECHNOLOGIES, Dallas, Texas 1999-2003

Senior Director of HR; Director of HR; Director of Operations (Office of the C.E.O.)

Managed Company’s overall M&A process and integration efforts. Global HR generalist and strategic support to the Americas, EMEA, Japan, and APAC business regions.

-Helped the company achieve the 2001 Frost & Sullivan market engineering award for merger and acquisition strategy related to operational control and integration of $9B Aspect Development merger (at that time the largest software merger in history), $114M RightWorks, and $100M ecContent/Trade Services acquisitions.

-Redefined and implemented company’s overall M&A integration process. M&A work served as catalyst to grow company from a 2,500 employee, $400M company to a 7,500 employee, $1B Company.

WEST HUDSON CONSULTING, INC., a wholly owned division of CARDINAL HEALTH, Dallas, Texas 1994-1999 (WEST HUDSON CONSULTING acquired by ALLEGIANCE HEALTHCARE, which was subsequently acquired by CARDINAL HEALTH)

Vice President Sales and Marketing; Director Project Management; Lead Consultant

-Implemented organizational development and management cost control systems for Duke University Medical Center, Parkland Medical Center, and Yale New-Haven/Bridgeport hospital systems.

-Integral part of the firm’s Sales and Business Development team that maintained annual consulting revenues of $30M, with average gross profit margins of 40%+.

-Sold project work that ultimately billed over $20M.

Assigned project management work saved healthcare clients in excess of $35M in operational costs.

-Completed all project management assignments in contracted time, resulting in 35-50% gross profit margins for the company.

ADDITIONAL EXPERIENCE

FAIRFIELD AND WOODS, P.C., Denver, Colorado, 1991-1994, Attorney: Represented and advised clients on general business, commercial, and construction litigation. Performed extensive research and writing of trial motions and briefs. Law Clerk: Held responsibility for extensive legal research and writing in the areas of business and commercial litigation, contract, and real estate law.

EDUCATION

-UNIVERSITY OF COLORADO SCHOOL OF LAW, Boulder, Colorado, Juris Doctor, 1993.

-COLORADO STATE UNIVERSITY, Fort Collins, Colorado, B.A., Speech Communication and History, 1990.

BOARD OF DIRECTORS POSITIONS

-Colorado State University Alumni Association Board of Directors, Member & President of the Board, 2008-2017

-Springer Opera House, Member, 2010-2012

-Dallas Children’s Theater Board of Trustees, Trustee, 2003-2010

PUBLICATIONS / PODCASTS

-Is Your Practice Getting the Best Workers’ Compensation Coverage, Medical Office Today, December 2012

-An organization’s True North and Getting It Right, Health Thought Leadership One-to-One, March 2013

-Performance Improvement and Leadership Coaching, ThinkSet Podcast, December 2017, link: https://www.thinkbrg.com/newsroom-multimedia-bohling-thinkset.html

-Retaining Top Talent in the Long Run, ThinkSet, Winter 2017

-Sustaining Peak Performance in Dynamic Leaders, Human Resource Executive, October 2018

PROFESSIONAL AFFILIATIONS

Member, Colorado Bar Association (CBA)—Employment / Labor Law Division

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