Sheri Ann Lowe - record of reducing costs of $1,500,000+ through implementing complex transformation projects. Requirements include agile implementation to align with changing product designs throughout the planning, organizing, executing, and piloting new products within highly regulated industries.

1. SHERI ANN LOWE CAMS, PMI-ACP, PSM, PSPO, and MPH
Chicago, IL 60611
lowesheriann@gmail.com
https://www.linkedin.com/in/sheriannlowe
CAREER SUMMARY
Proven record of reducing costs of an average of $1,500,000+ through implementing complex transformation projects in
financial crime risk management (FCRM). Requirements include agile implementation to align with changing product
designs throughout the planning, organizing, executing, and piloting new products within the FCRM sector.
PROFESSIONAL EXPERIENCE
INTUIT QuickBooks Capital (QBC) (Magnit Consultant), Remote 07/2020- Present
Agile Compliance Training Program Consultant
Designed, developed, and implemented agile training solutions to support new bank products offered on a digital platform,
ensuring compliance with federal, state, and third-party financial services requirements.
Aligned training solutions with regulatory requirements under the United States Sentencing Guidelines for Intuit
QuickBooks Capital and WebBank, facilitating innovative fintech solutions.
Utilized Agile processes to create, design, and build targeted audience-based training resource materials and
developed 16 impactful courses (Storyline 360) that adhered to brand guidelines.
Implemented training on various platforms including Docebo, Litmos, Degreed, FIS' Regulatory University,
Salesforce, and Confluence.
Developed and executed annual compliance training plan and reporting metrics for FCRM program.
Identified business unit requirements, managed assignments, and achieved a 99% on-time completion rate.
BRITISH PETROLEUM (BP) (S3 Consultant), Chicago, IL 01/2020 03/2020 (Ended due to COVID 19)
Agile Scrum Master and Coach
Develop and oversee Agile implementation, training, and project transition from Waterfall to Agile for Training and Trading
Floor Team Leaders.
Facilitated and coached 4 project teams transition to Agile development from waterfall using Agile, organizational
change management strategies, and tools to deliver the desired business outcomes.
HSBC, Arlington Heights, IL 11/2017 06/2019
Assistant Vice President of Financial Crime Compliance and Change Management Project Manager
Facilitated the implementation of OCM projects to support global Governance, Risk, and Compliance (GRC) and Financial
Crimes Risk Management programs for business processes, systems, job roles, and organization structures.
Functioned as the Organizational Change Management Business Champion for 6 GRC/FCRM BSA/AML and IT
system implementations to global audiences (40 - 400). Developed and executed best practices and change
activities: communications, training, employee engagement, and employee adoption.
Consistently exceeded the thresholds of 95% for the FCRM Global Quality Assurance Transaction Monitoring (TM)
program metrics.
management skills and deliver training on new technologies, relevant services, processes, policies, and data needs.
Developed (50+) train the trainer presentations.
Supervised project team of 8 Senior Quality Control Analysts. Identified and prioritized issues and risks, defined
action plans, and led mitigation activities for 400 AML TM analysts.
Designed, developed, and delivered training, newsletters, and impactful presentations, for change sustainability
through a comprehensive multi-faceted program with a multi-cultural end-user audience of 400.

2. SHERI ANN LOWE
PROFESSIONAL EXPERIENCE (continued)
DISCOVER FINANCIAL SERVICES, Riverwoods, IL 12/2015 07/2017
Regulatory Compliance Training and Development Consultant and Change Management Project Manager
Defined and created the training strategy and plan in response to FDIC BSA/AML Training Pillar violation consent
orders. Orchestrated process experts in developing and delivering required comprehensive curriculum with practical and
innovative training materials to mitigate change fatigue and potential resistance.
Effectively reduced training seat time by 30% for 9,500 employees, resulting in substantial annual cost savings
($400,000+).
Led cross-functional teams of business leaders in developing comprehensive compliance training solutions for
Financial Crimes Risk Management.
Conducted thorough evaluations to measure the effectiveness of learning solutions, including buy vs. build
considerations.
Provided oversight for project teams (4-20) consisting of key stakeholders, project managers, Training CoE,
creative arts professionals, instructional designers, and third-party vendors.
Evaluated project outcomes and presented findings with actionable recommendations to the leadership team.
Spearheaded change management and training strategies based on the organization's strategic plan, leveraging
readiness assessments and change impact assessments.
GE CAPITAL, Chicago, IL 9/2012 12/2015
Regulatory Compliance and Financial Crimes Risk Management Project Manager and Training Development Specialist
Built the infrastructure and processes to develop and deliver the newly formed GE Capital Compliance Learning Solutions
and Communications Program to meet regulatory requirements.
Saved $300,000+ by implementing in-house design and development of eLearning. Executed change initiatives,
including; branded communications, content, training materials, and delivery in alignment with the Compliance,
BSA/AML, and Sanctions L & D program plan.
Reduced seat time by 30% by enhanced training assignment process to assigning role-specific training.
Presided over large-scale technology projects as a business OCM IT liaison. Implemented and tested compliance
requirements for the installation of the SumTotal LMS with a record base of 450,000.
Target audience of 30,000+, design, plan, and implement training content to support policies and procedures.
Gather, review, and analyze course mastery quizzes to determine training effectiveness.
Work collaboratively across the organization and PMO to build dashboards and tools to track training, escalation,
and reporting process to ensure on-time completions at 95+%.
Promoted learning curricula, including creative, impactful eLearning, job aids, web-based training, ILT
presentations, gamification, communications, and visual presentation templates for the program. Created
organization-wide presentations on training initiatives, including corporate culture, employee engagement,
end-user adoption, and change sustainability.
Improved the ROI by 40% with reduced seat time, targeted training, and an annual learning plan.
EDUCATION
Master of Public Health - University of Illinois College of Medicine, Chicago, IL
Bachelor of Science - Community Health Education, University of Illinois, Champaign-Urbana, IL
Certificate in Web-Based Course Developer - Oakton Community College, Des Plaines, IL
Certificate in Paralegal Studies - Loyola University, Chicago IL
Certified Anti-Money Laundering Specialist (CAMS) ACAMS.org
Agile Certified Practitioner (PMI-ACP) PMI.org
Certified Professional Scrum Master (PSM) Scrum.org
Certified Professional Scrum Product Owner (PSPO) Scrum.org