IAM024 – COO Turned CEO Helps Organizations Achieve Operational Excellence

Podcast Interview with Bonnie Ortiz of O2 Consulting Group

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 Voce 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


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