Read about my talent for being in the wrong place at the right time.

Free chapter from CRM at the Speed of Light 4th ed: Available for download here

Karl Wabst

Los Angeles, CA

karlwabst@gmail.com

What I Do and Why You Should Care

Organization Change Readiness – Organization Development

Management Consulting – Specialties:

Organizational Change Management – OCM – Change Readiness – ADKAR, Kotter
Organizational Development – OD – Innovation – New Capabilities
Social Business – Customer Trust – Communications
Continuous Improvement – Program Creation – Conflict Resolution– Negotiation
Risk Management – Governance – Security – Compliance – Audit

Greatest Hope for – and Biggest Barrier to Success – People Factors

58% Mindsets & Attitudes • 49% Corporate Culture • 32% Lack of Senior Management Support • Best Organizations 10X More Successful than Worst • Only 40% of Initiatives Meet Schedule, Budget & Quality Goals – Source: IBM – Making Change Work

Transformational Change: Radical Shift in Strategy, Structure, Culture, Processes, Technology • Social Business • Social Media • Inbound vs. Outbound Marketing • Customer Trust • Market / Product Growth M&A, JV, IPO, Outsource, Downsizing • Market Crash, Terrorism, Military, Natural Disasters • Geopolitics

Transitional Change: Replacement • Reorganization, Consolidation • International Compliance, Legal Requirements • New Technology

Human Capital Readiness – ADKAR

Collaborate with Consumers, Investors, Regulators and Employees • Drive Sense of Urgency • Increase Desire to Participate • “Why is Change Necessary?” • “What Is In It for ME?” • Overcome Silo Mentality Resistance • Coach Individuals on How to Change • Personal Accountability • Reward Systems • Share Knowledge to Implement New Skills or Behavior • Celebrate Success • Reinforce Short-Term Wins • Sustain Long-Term Commitment

COMMUNICATIONS PLAN

Awareness / Reinforcement, Audience, Message, Senders, Channels, Timing

COACHING PLAN

Supervisor Interventions & Training, Awareness, Desire, Knowledge, Ability, Reinforcement

RESISTANCE MANAGEMENT

Create Desire to Participate in Change o Employee, Consumer, Vendor Education, Knowledge and Ability to Change

REINFORCEMENT, FEEDBACK & ASSESSMENT OF CHANGE COMPLIANCE

Surveys, Metrics, Reporting Mechanisms o Plan for Corrective Actions

INFORMATION CAPITAL READINESS

Promote Consumer Responsibility / Corporate Accountability o Legitimate Sharing of Sensitive Data o Prevent Missed Opportunity o Manage Risk Appetite o International Business and Legal Interactions o Customized Products / Services o International Standards o Transparency

EXECUTIVE POSITION SUMMARY

ORGANIZATIONAL CHANGE / PRIVACY & SECURITY OFFICER    2007 – Present
INFO SECURITY OFFICER / ORGANIZATIONAL CHANGE EXPERT      2006 – 2007
SR. MANAGER INFO SEC/ ORGANIZATIONAL CHANGE EXPERT     2005 – 2006
IT RISK MANAGEMENT / ORGANIZATIONAL CHANGE EXPERT         2004 – 2005
CEO / ORGANIZATIONAL CHANGE EXPERT   2001 – 2004
CEO / ENGAGEMENT MANAGEMENT / ARCHITECT  1997 – 2001
SALES ENGINEER / PRODUCT DEVELOPMENT / ARCHITECT     1994 – 1997
WALL ST CORP CREDIT ACCOUNT MGMT.| OPERATIONS PM         1986 – 1994

Clients / Employers include: Health Care and Collaborative Product Development: IBM, AT&T, Bell Labs, ACS; JV: Boeing, Lockheed; M&A: Ernst & Young; IPO: MasterCard; IT Governance: DIRECTV, Nokia, TXU, BNSF, Kyocera, Hyundai; Finance: ADP, REUTERS, Exchanges, (e.g. NYSE, NASDAQ), Banks, (e.g. Citi, Chase)

DEGREES

MBA Organizational Leadership; Norwich University; Graduated With Honors
BA Social Sciences / Behavioral Psychology Research; SUNY at Stony Brook

UNIVERSITY AND CORPORATE TRAINING

Industrial Psychology, Motivation, Personality, handled highly sensitive data during 2 years as a Psychology Research Assistant in studies with human subjects, (Undergraduate University)
Organizational Leadership, Strategic Resource Management, Managerial Finance, Operations Management, Marketing Management, Strategic Management (Graduate University)
Accelerated Value Method: Process Innovation, Collaborative Development, Enterprise Deployment, Transformation Management, and Engagement Management (IBM /Lotus)
Financial Markets, Sales Administration, Customer Relations (Corporate Training Courses)

GOVERNANCE TRAINING

(AHIMA): HIPAA Privacy Rule Practices; HIPAA Security Rule Practices; Managing Access, Amendment, and Disclosure; Organization’s Responsibilities for Privacy and Security
(IAPP): Corporate Privacy Boot Camp; Government Privacy Boot Camp; Integrating Security Into Privacy & Compliance Programs; Enterprise Data Flows and Classifications; Building and Auditing Privacy Programs; Sustaining and Managing Privacy Programs; Third Party Assessments; Breach Notice Laws; Global Perspective on Data Security Breaches and Enforcement; Repercussions of a Breach; Risk Mitigation and Crisis Management
(SANS): ISO 17799, (ISACA) CobiT for SOX

CERTIFICATIONS

CIPP Certified Information Privacy Professional (IAPP)
CISSP Certified Information Systems Security Professional (ISC2)
CISM Certified Information Security Manager (ISACA)
CISA Certified Information Systems Auditor (ISACA)

PUBLICATIONS

Contributor – CRM at the Speed of Light, (4th edition, 2009)
Contributor – CRM at the Speed of Light, (3rd edition, 2004)
Author – Public Officials Guide to eGovernment, (Thompson Publishing 2001)

TRAINING PUBLICATIONS

Author – CLP Fast Track: Lotus Notes/Domino 5 System Administration, (New Riders, 2000)
Author – Administering Domino for Lotus Notes & The Internet, (New Riders, 1999)
Author – Special Edition: Using Lotus Notes 4, (Que, 1995)

TRAINING ADDENDUM

IT GOVERNANCE – SECURITY GOVERNANCE – AUDIT

Facilitate communication between all parties with a stake in use of confidential, private, personal, customer data types. Begin by understanding corporate culture to evolve consensus on ways to customize Organizational Change Methodology with Privacy and Security Governance frameworks. Develop training to educate targeted groups. Raise awareness about customer and investor concerns, and organizational responsibilities when collecting and using real-time data to personalize customer experience.

MARKETING, SALES, LEGAL, PRIVACY, AND AUDIT, DEPARTMENTS

By adopting a Social CRM strategy, the company accepts certain amounts of liability. Counsel organizations on Transparency and Authenticity – be honest and straightforward with the customer about the handling of their data, so they have the information necessary to make intelligent decisions on how interacting with the company.

Introduce clients to the discipline of information privacy

Fundamental concepts – Privacy, Trust & Transparency
Privacy law and compliance – International & US
Workplace privacy
Information security
Online privacy
Data sharing, disclosure and transfer
Contract and vendor management
Program governance

Proactively engage organization employees, consultants, vendors, partners and the customer about their responsibilities, and regulatory change. Raise legal awareness e.g. FCRA, GLBA, PCI, HIPAA, HITECH, GINA, COPPA, OECD, / FTC Fair Info Practices; International Privacy Laws e.g. EU Directives, APEC, PIPEDA and effects on Cross-Border Data Transfers; evolving regulations e.g. Online Behavioral Advertising (OBA), Smart Grid, and ARRA funding, EHR, EMR, or PHR.

Introduce tools including:

Generally Accepted Privacy Principles (GAPP)
Business impact assessment (BIA), privacy impact assessment (PIA), and Risk Assessment (RA)
Privacy Policy
Human Resources – changes to job descriptions to enhance accountability, punishment and reward
Contract Analysis – outsourcing, consultants roles & responsibilities
SDLC Privacy & Security processes
Sensitive Data Inventory
Breach Response

INFORMATION SECURITY, PRIVACY, AUDIT, AND COMPLIANCE DEPARTMENTS

Stop threats to Privacy and Compliance programs by integrating IT and Security Governance frameworks. Optimize IT Security for Privacy.