Lisa Tulchin

Current

Principal at CafeFAQ Communications
Freelance ID & Trainer at Nutmeg Business Solutions

Past

Application Trainer at CallWave, Inc
Sr. Training Specialist / Mortgage Performance Consultant at Wachovia Mortgage, FSB
Editorial Assistant, Executive Assistant at Lynne Rienner Publishers

PC Trainer at World Savings
Facilitator at ProSearch
Business Manager at Littlefield Asset Management
Intern at Emory University, Michael C. Carlos Museum
Adjunct Instructor at Spelman College
Library Technician at Library of Congress

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Education

ASTD Golden Gate Chapter
Emory University
Vassar College

Oakham School
Durham Academy

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2 more...

Recommended

7 people have recommended Lisa

Connections

139 connections

Industry

Professional Training & Coaching

Websites

Lisa Tulchin’s Summary

I am both an experienced training specialist who creates a dynamic classroom and a seasoned instructional designer who develops curricula and classes and easy to follow instructional materials and job aids. I get very high reviews when I train because I can work successfully with people who have differing skill levels, from beginner to advanced. My training materials also gain stellar reviews, because my goal is to create a practical document or online tutorial that focuses on real world skills rather than the fancy bells and whistles.

In my working life I have gained solid project management skills as well as familiarity with writing and editing techniques that can easily cross disciplines. I have worked with academics, lawyers, bankers, public policy makers, and technical engineers.

I'm a problem solver at heart, and this translates into helping people find skills they may not have known they had, or helping them refine what they know.

Lisa Tulchin’s Specialties:

technical training, performance-based training, coaching, creating documentation, eLearning, instructional design, change management, adapting to new technology and being able to break processes down to pass on knowledge to others.

Lisa Tulchin’s Experience

Principal

CafeFAQ Communications

(Privately Held; Writing and Editing industry)

2009 — Present (less than a year)

A communications company specializing in Mobile, Personal Finance, Financial Services, Global English, and Emerging Technologies, 2.0.

• User Manuals
• Online Help
• Quick Start Guides
• White Papers

are just some of the documents we can create.
Freelance ID & Trainer

Nutmeg Business Solutions

(Writing and Editing industry)

1997 — Present (12 years )

Founder and sole employee. Current clients:

• Evantec—working as a contract trainer to help roll out Siebel 8.0 to the enterprise via vILT.
• Axway—a global supply chain solution provider. Contracted with the Sales Academy team to design Intro to B2Bi.
• Lawriters—a program that works with attorneys to improve their legal writing skills. As a field editor, this includes working with briefs, memos, and letters.
• Woodrow Wilson International Center for Scholars, Latin American Program—copyedit and translate articles and chapters from Spanish and Portuguese into English. Using Quark Xpress and PageMaker, prepare books and newsletters for publication.
• Social Enterprise Associates—Write for their blog and desktop publish using Adobe Photoshop and Illustrator as required.
Application Trainer

CallWave, Inc

(Professional Training & Coaching industry)

August 2008 — January 2009 (6 months)

• Outline and design training courses.
• Design and then create meaningful instructional materials.
• Design and then create online training classes.
• Partner with marketing and sales and to develop technical learning objectives and requirements.
• Provide internal training as required.
Sr. Training Specialist / Mortgage Performance Consultant

Wachovia Mortgage, FSB

(Public Company; WB; Banking industry)

September 2006 — July 2008 (1 year 11 months)

Sr. Training Specialist
• Partnered with field-based leadership to develop technical learning objectives and requirements.
• Outlined and designed 2 curricula of related courses, and stand-alone courses on an ad hoc basis.
• Created training materials and job aids for training delivered by department.
• Delivered training in the classroom or one-on-one, troubleshooting computers as needs arose during field training.
• Provided Tier II technical support as part of department’s Help Desk.
• Became departmental Subject Matter Expert, testing and learning about all new software or upgrades in order to lead change.
• Coached field employees on a variety of topics.

Mortgage Performance Consultant:
• Developed a training agenda that would meet learning objectives.
• Designed and then created meaningful instructional materials to accompany the agenda.
• Developed project training schedule.
• Delivered training to originators and leaders of all skill levels.
Editorial Assistant, Executive Assistant

Lynne Rienner Publishers

(Publishing industry)

August 2003 — August 2006 (3 years 1 month)

Lynne Rienner Publishers (LRP) is an independent academic publisher. Collaborated with Lynne to recruit publishing projects from scholars around the world. Helped guide projects from proposal to book, liaising with other departments as needed. In addition:

• Negotiated 30-40 translation and English-language reprint deals annually, including contracts.
• Attended conferences (African Studies and Latin American Studies) to staff LRP booth, this included selling books and recruiting new publishing projects.
PC Trainer

World Savings

(Public Company; 10,001 or more employees; GDW; Banking industry)

June 2002 — July 2003 (1 year 2 months)

Project ensured all loan field employees had a minimum level of technical ability, which allowed WS&L to successfully deploy a new loan origination system across North America.

• Created training materials, including two instructor manuals and web-based post-training exercises, in one month.
• Developed technical skills assessment to judge training needs of field employees.
• Facilitated initial Train the Trainer session and then provided direction and leadership to 15 field trainers in 12 states, including coordinating training logistics for 17 sites in assigned territory.
• Delivered training to a minimum of 1000 employees, including some with no PC experience.
• Acted as UAT tester of ALPS while in development and helped create training documentation.
Facilitator

ProSearch

(Professional Training & Coaching industry)

2001 — 2002 (1 year )

Facilitated mandatory orientation sessions and served as peer coach at ProSearch, an EDD program for professionals searching for work in the Bay Area (an interesting aspect of the program was that it was run by the members).
Business Manager

Littlefield Asset Management

(Investment Management industry)

1997 — 2001 (4 years )

Ran business in order to allow David Littlefield to focus on research and portfolio management. This ranged from creating and documenting basic business practices, to outreach to clients, and generating client reporting.
Intern

Emory University, Michael C. Carlos Museum

(Educational Institution; Higher Education industry)

August 1994 — June 1997 (2 years 11 months)

• Researched objects on display in order to present half hour Food for Thought lectures.
• Worked on the interactive website Odyssey Online for the Education department.
• Verified information in collections database for Registrar. This included research of objects using museum files and other reference materials.
Adjunct Instructor

Spelman College

(Educational Institution; Higher Education industry)

August 1996 — May 1997 (10 months)

Taught the Introduction to Art History survey course and an Art Appreciation course at Spelman College, open to all students at the Atlanta University Complex.

Designed syllabi, chose content for interactive lectures or museum visits, developed exams and essays, and graded all material myself.

Also worked to update slide library for department when possible.
Library Technician

Library of Congress

(Government Agency; 1001-5000 employees; Libraries industry)

August 1991 — August 1993 (2 years 1 month)

The Hispanic Division is a research department at the Library. The collection and outreach focuses on any where in the world where Spanish or Portuguese is written or spoken.

• Planned and organized 3-4 special events each quarter for division outreach to community.
• Led tours of special exhibits at library in English and Spanish for VIP guests
• Created Hispanic serial acquisitions database, which saved money by allowing area specialists to speed up their decision process and eliminating duplication in the collections.

Lisa Tulchin’s Education

ASTD Golden Gate Chapter

certification , Adult Learning , 2002 — 2002
Emory University

MA , Art History , 1993 — 1997

Major field of study Art of the Ancient Americas, with focus on the transition to the Spanish colonial period.

Delivered "Food for Thought" lectures at museum. co-taught "Intro to Art History" and worked on the Odyssey Online art appreciation site.
Vassar College

1987 — 1991

major field of study Latin American Studies. Junior year abroad in Argentina studying at the Universidad de Belgrano.
Oakham School

A-Level , English, History, O-level in Spanish , 1986 — 1987
Durham Academy

Additional Information

Lisa Tulchin’s Websites:

Lisa Tulchin’s Interests:

research, adult learning, elearning, new training technology, reading, knitting, crocheting, snowboarding, hiking (rural and urban), biking, gardening