IAM024 – COO Turned CEO Helps Organizations Achieve Operational Excellence

Bonnie Ortiz formed O2 Consulting Group, a premier professional services firm, in 2017 after spending almost a decade as the Chief Operating Officer for The Partnership Federal Credit Union. A recognized expert in strategy formation, process improvement and project management, Bonnie now provides her clients with a comprehensive operational toolkit, aligning people, process and systems to corporate goals. She has worked with commercial for-profit and non-profit entities across numerous industries and has managed substantial budgets and staff as a leader within organizations of various sizes, from start-ups to multi-billion-dollar firms. Bonnie’s expertise is rooted in the achievement of operational excellence, focusing the organization’s executive team on advancing their priorities and achieving their desired results. Bonnie currently serves as the Commodore of the Herring Bay Yacht Club and as the Vice Chair of the Dream Queen Association Board of Directors, giving her time and expertise to cultivating the next generation of leaders.

• CEO Hack: Mission Control (how to set appointments in your calendar) and Crucial conversations
• CEO Nugget: Avoid Burnout by creating a balance (e.g. going to the beach, volunteering, etc.)
• CEO ReDefined: Both develop the vision and execute it

Website: http://o2consultinggroup.co/
Facebook: https://www.facebook.com/O2-Consulting-Group-301747406986921/
LinkedIn: https://www.linkedin.com/in/bonnie-ortiz-00a59723/

Transcription:

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Intro 0:02

Do you want to learn effective ways to build relationships, generate sales and grow your business from successful entrepreneurs, startups, and CEOs without listening to a long, long, long interview? If so, you've come to the right place, Gresham Harkless values your time and is ready to share with you precisely the information you're in search of. This is the I AM CEO Podcast.

Gresham Harkless 0:28

Hello, hello, hello, this is Gresh from the I AM CEO podcast and I have a very special guest on the show today I have Bonnie Ortiz of O2 Consulting. Bonnie, it's awesome to have you on the show.

Bonnie Ortiz 0:37

Thank you, Gresham.

Gresham Harkless 0:38

Awesome. Well, what I wanted to do was read a little bit more about all the great things that Bonnie has been able to do and accomplish so that you can learn a little bit more about her Bonnie Ortiz formed O2 Consulting Group, a premier professional service firm in 2017. After spending almost a decade as the Chief Operating Officer for the partnership Federal Credit Union, a recognized expert in strategy formation, process improvement, and project management.

Bonnie now provides her clients with a comprehensive operational toolkit, aligning people processes and systems to corporate goals. She has worked with commercial for-profit and not-for-profit. It's used across numerous industries and has managed substantial budgets and staff as a leader with organizations of various sizes from startups to multibillion-dollar firms.

Bonnie's expertise is rooted in the achievement of operational excellence and focusing the organizational organization's executive team on advancing their priorities and achieving their desired results. Bonnie currently serves as the Commodore of the Herring Bay Yacht Club and as the Vice Chair of the Dream Queen Association Board of Directors giving her time and expertise to cultivate the next generation of leaders. Bonnie, are you ready to speak to the I AM CEO community?

Bonnie Ortiz 1:54

Sure am

Gresham Harkless 1:55

Awesome, awesome, awesome. Well, the first question I had was just if there was anything additional, you wanted to kind of let us know about your CEO story and what led you to start your business.