Business Development & Government Contracting Strategist

Telephone: 616-***-****

Email: ****-********@*********.***

EXPERTISE

Business Development ~ Recruiting & Client Acquisition ~ Community Relations Employee Training & Development ~ Virtual Teams

An expert with a proven track-record of developing and implementing systems, processes and procedures that deliver continued and sustained business and organizational growth. These skills include:

• Client acquisition, community outreach and connections.

• Achieving sales and business results in a challenging economy.

• Developing and implementing systems and strategies for thriving in a global economy.

• Demonstrating exceptional leadership, project management and organizational design skills and competencies.

• Achieving Award-Winning leadership, business and sales results.

• Recruiting, training and developing sales and business professionals that achieve desired results.

• Developing and implementing employment skills and competencies for a non-traditional workforce.

• Delivering professional training, meeting facilitation and strategic planning with follow-up reports/business analysis.

• Building and maintaining cross-functional teams and relationships.

• Developing high performing virtual and face-to-face teams. An expert in federal, state, and municipal contracting. CTI Teaming Strategy for Success in the 21

st

Century provides:

• A proven platform, systems and processes for the success of small and medium size organization.

• Partnerships and collaborative relationships with large/other organizations.

• Small/medium size organizations with a competitive edge in the marketplace. Joan J. Epperson 2

• Organizations with the ability to maximize/leverage talent, resources and expertise across organizational lines.

• Win-Win solutions that “Deliver Desired Results.” RECORD OF EXPERIENCE

Global Business Solutions & Assoc., LLC (GBSA) February 2009 to Present d/b/a Collaborative Team International (CTI)

Details, roles and responsibilities previously listed. American National Insurance June 2014-January 2015 Pennsylvania Growth Director

• Developed the 2014-2017 Pennsylvania Statewide Strategic Growth Plan.

• Developed and implemented a Sales Management recruiting, tracking and monitoring systems, processes and procedures.

• Developed and implemented recruiting materials, letters, postcards and radio ads and other resources.

• Represented the company at national conferences and events.

• Committee Chair for 2015 Annual Leadership meeting. In this role, I developed and implemented the theme; acquired the keynote speaker; developed and implemented the meeting project plan, strategy, systems and processes.

• Met all recruiting goals and business objectives. I was on track to exceed my annual recruiting goal.

• Developed business relationships with chambers of commerce, community organizations, media, and other venues.

• Enhanced the state-wide presence for American National as a premier personal/lines and ag/commercial insurance provider in the state of Pennsylvania.

Global Business Solutions & Assoc., LLC (GBSA) February 2009 to Present d/b/a Collaborative Team International (CTI)

President

Joan J. Epperson 3

GBSA & CTI Business Results

• Won several federal, state and municipal contracts in highly competitive markets

• Won several contracts with colleges and universities in highly competitive markets

• Provides sales coaching and mentoring for insurance agents. Agents increase sales, improve team leadership skills and competencies and achieve other desired business results.

• Profitable business 3 of 5 three consecutive years in business

• Consistently received exceptional performance evaluations from training participants

• Maintains deep and meaningful relations with clients and employees Teaming and Collaboration Expert

• Developed and implemented the “CTI Teaming for Success in the 21 st

Century”

business strategy which includes:

o Systems and process for team member selection, team management, role definition, collaboration, compensation, communication, etc. o Workflows, project management systems, relationship management techniques, and other processes and procedures

o Contracts, non-disclosure agreements, and other team agreements o Systems and process for identifying contracting opportunities, developing bid/grant proposals and delivering winning results!

• This proven strategy:

o Resulted in the award of federal and state contracts o Is designed for small, medium and large businesses o Expands the scope of business opportunities beyond the confines of an individual organization

o Minimizes overhead and maximizes talent/expertise o Allows a small or medium size business to operate like a Fortune 500 company o Will position small, medium, and large business owners to obtain multi- million dollar federal and state contracts

Bid and Grant Contracting Expert

• Expert in developing winning federal, state, and municipal contracts

• Well-defined contracting systems and processes that deliver desired results

• A comprehensive network of resources, tools, and technology for all phases of the contracting process

• Expert in helping companies implement contracting as a revenue stream for their organization

Leadership/Business Development Expert

• Expert in project management and organizational design

• Exceptional mentor, consultant and coach that focuses on leveraging strengths, capitalizing on growth opportunities, and achieving results

• Provides a comprehensive suite of customized training and development curriculum

• Expert in meeting facilitation, strategic planning with follow-up reports and analysis

Joan J. Epperson 4

Sales and Revenue Expert

• Award-Winning sales, marketing, and business results expert

• Proven processes for diagnosing/analyzing organizational challenges and working with client to deliver desired results

• Consistent track record of developing and implementing systems and processes that deliver sustained sales and revenue increases

• Expert in recruiting, selecting and developing sales professionals State Farm Insurance Companies September 1984 to February 2009 Agency Field Consultant January 2003 to February 2009

• Award-Winning Sales Consultant

• Developed/implemented systems and processes that delivered business results

• Developed and implemented strategic sales, marketing, staffing and business development plans

• Developed and implemented tracking/reporting systems, incentive programs, processes, and procedures

Emerging Markets Liaison October 2001 to January 2003

• Project Manager for cross-functional team that created the enterprise solution for translation, interpretation, and acculturation

• Developed and implemented business strategy for providing marketing and sales material in multiple languages

• COO for enterprise insurance and financial service process improvement team; recommendations resulted in process improvements, expense savings, and operational efficiencies

Director of Regional Services June 2000 to October 2001

• Project Manager for the construction, staffing, and development of a bilingual customer contact center for several hundred employees; project was delivered on-time and under budget

• Collaborated with Customer Contact Centers in a “virtual environment.” Developed and implemented new systems and processes. Ensured that all systems and processes were identical and the customer experience was consistent at all locations

Director of Customer Contact Center June 1998 to June 2000

• Effectively led department of 600 employees including 11 direct reports

• Motivated and worked effectively with people from diverse backgrounds, cultures, and experiences

• Collaborated with internal departments, vendors, and other external resources to achieve exceptional business results

• Extensive leadership experience and success in managing and implementing Organizational Design and Change Management

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• Project Manager for the development and implementation of State Farm Bank

(SFB). SFB is now ranked as one of the Top 10 banks in the United States. Claims Management/Claims Department September 1984 to June 1998

• Led claims department consisting of 100 employees with a management team of 11

• Supervised numerous catastrophe operations in multiple states

• Developed /implemented new processes and procedures for catastrophe claims department

• Managed many complex litigations for injury and physical damage claims

• Testified on behalf of State Farm during court proceedings DEVELOPMENT/ACHIEVEMENTS

Bachelor of Science Degree: Political Science; Texas A & M University Project and Sales Management: Sandler Sales Institute; Six Sigma Green Belt (in progress); Book Yourself Solid Certified Coach; and Sales Cycle Training Leadership/Executive Development: Brookings Institute; Speak Easy; Agency Development Curriculum; Center for Creative Leadership; and Hillsdale Leadership Institute

Insurance and Financial Services Development: Associates in Claims (AIC); five courses toward Chartered Life Underwriters Designation (CLU); and American College curriculum for “Marketing Financial Services to Women” Licenses and Certifications: Property/Casualty and Life/Health License for State of Michigan

Personal Awards and Recognition: 2013 Corp Magazine Entrepreneur of Distinction; Selection Committee for CETUSA International Scholarship; judge for State of Michigan 2011& 2014 DECA Conference; qualified for Ambassador Travel

- six consecutive years; qualified for Great Lakes Leaders Club - four years; qualified as one of the Top 10 Agency Departments; received several Special Achievement Awards; Agency Special Achievement Award Recipient; selected to lead numerous Enterprise Initiatives; Project Leader for numerous Enterprise Initiatives.

Appointments and Elected Positions: Vice-President and Secretary for the Ottawa County Economic Development Corporation; West Michigan Regional Planning Commission and West Michigan Regional Council, Membership Committee Chair and Statewide Membership Committee representative for Inforum. Global Business Solutions & Associates, LLC and Collaborative Team International Awards and Recognition: 2011 Uncommon Greatness Award Joan J. Epperson 6

Nominee and 2011 Diversity Visionary Award Nominee; Selected to attend NASA’s Small Business Conference in Alabama; Selected to attend the Department of Labor Small Business Conference in San Francisco.

PROFESSIONAL ORGANIZATIONS AND AFFILIATIONS

Member of the following organizations: Vice-President of the Ottawa County Brownfield Redevelopment Corporation and Vice-President of the Ottawa County Economic Development Corporation.

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