Hi, I'm Sherry.

Learning strategist for financial services.

For over 15 years, I've helped banks and credit unions transform how their teams learn—cutting training time in half while boosting both compliance and customer satisfaction.

I believe the best learning doesn't feel like training. It feels like solving real problems with the right support at the right moment.

"My work sits at the intersection of performance science and business impact—where well-designed learning becomes a competitive advantage."

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What I Do

I'm a performance consultant who designs learning experiences. That means I focus on business outcomes first, then build the training that gets you there.

Performance-Based Design

Scenario-driven learning that mirrors real customer situations. Your teams practice making decisions in context, not just memorizing policies.

Compliance Training That Works

BSA/AML, Trade-Based Money Laundering, regulatory requirements—I make compliance engaging without compromising audit readiness.

Customer Experience Excellence

Translating service standards into coachable behaviors that frontline teams can use every day. The result? Measurable satisfaction gains.

AI-Powered Learning

Strategic use of conversational AI (Zenarate) and generative AI (Jasper) to create realistic practice environments—without losing the human touch.

Featured Work

Projects start with a business challenge. Here's an example.

Credit Union

Building a Coaching Culture: 15% Member Satisfaction Lift

The Challenge: 30+ branches, each with different coaching approaches and service standards. Member satisfaction was inconsistent. Managers lacked a clear framework.

The Approach: Designed an enterprise Sales & Service Certification Program that standardized what "good" looks like. Built practical coaching tools managers could use in real time.

The Impact: Member satisfaction increased 15%. Managers reported more confidence in coaching. Frontline teams had clear expectations for the first time.

+15% Member Satisfaction

30+ Branches Aligned

400+ Employees Certified

Testimonials

"We hired Sherry to do instructional design work for our organization and I cannot possibly recommend her highly enough. Her creativity, attention to detail, quality of work, and swift turnaround time made working with her a wonderful experience! I highly, highly recommend her for instructional design work and hope to work with her again in the future."

Allison M.

Client

"Sherry is a fantastic instructional designer! She always has great ideas about designing and presenting content in various modalities. Sherry demonstrates great attention to detail and never hesitates to share her design expertise with others. So creative, a terrific partner and team member!"

Indu B.

Project Lead

About Me

I didn't start in learning and development—I started as a branch manager at National Bank. That experience taught me what it's really like to balance customer needs, compliance requirements, and team development all at once.

I went back to school for my MA in Learning Design & Technology from San Diego State because I wanted to understand the science behind how people actually learn and perform. Most traditional training completely ignores that science.

Now I'm pursuing advanced certifications in Kirkpatrick evaluation and Training Management because I believe learning professionals should prove their impact, not just claim it. I'm also experimenting with AI tools—not to replace human judgment, but to make learning more efficient and personalized.

When I'm not designing learning, I'm thinking about decision-making under pressure, exploring new educational technology, and advocating for performance-based approaches in the L&D community.

Credentials

MA, Learning Design & Technology, SDSU
Kirkpatrick Bronze Certified
Kirkpatrick Performance Designer