Bachelor of arts in business from Lakeland University, Plymouth, Wisconsin

Diploma in nursing from Confederation College, Thunder Bay, Ontario, Canada 

Lean Manufacturing Certification Program, University of Michigan





Lisa works with organizational leaders and owners to achieve their goals and dreams. With more than 20 years of transformation and leadership experience, she advises senior leaders on mission, vision, values, strategy, and goals to effectively execute plans that drive personal and organizational success. Through training, coaching, and problem solving, she enables people to adopt the mindsets, skills, and behaviors needed to make change and drive business results.

As a certified exit planning advisor, Lisa guides privately held and closely held businesses to develop strategies that address all aspects of a transition to optimize value now and in the future. Previously, Lisa served as a continuous improvement consultant for a community health system and held supply chain and continuous improvement positions of increasing responsibility for a leading global manufacturer of health care and hygiene products.


Technical experience

  • Cultural transformation 
  • Succession and transition planning 
  • Strategic and business lifecycle planning 
  • Leadership development and executive coaching
  • Operations improvement


  • Certified Exit Planning Advisor, Exit Planning Institute
  • IDEO Innovation Certificate, IDEO U 
  • Change Acceleration Coach, General Electric 
  • Franklin Covey Facilitator
  • RightPath Behavioral Assessments

Upcoming speaking engagements

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Resources and event materials

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In the community

Exit Planning Institute - Northeast Wisconsin Chapter, Vice President 

Association for Talent Development (ATD)