Meet Dr. Lisa

Strategic Planning +
Tech Strategy

Dr. Lisa helps local nonprofits and family businesses organize their operations and tech strategy so you can turn beloved history into a bright, successful future.

Specializing in "reluctant techies"

Teaching and advising PEOPLE with an open, accessible style

The "Homegirl Helpdesk"

Meeting where you are and helping you get where you want to go


Years Experience

Tech Workshops That Don't Suck

Nobody wants to sit through another boring software demo or death by PowerPoint presentation. Dr. Lisa teaches technology concepts and user strategies in plain English, sprinkled with humor (and sometimes dancing).

Marketing is embedded in every aspect of conducting business online but too many nonprofit leaders & small business owners just don’t get that connection. Or, they go to the other extreme and spend far too much money with no ROI.

The weakest link in a data security plan is the human too busy to select a strong password. Keep your assets covered – make better tech decisions and learn how prevent data breaches that could cost you 5-figures or more.

To keep your business relevant and sustainable in our ever-changing world, you need to keep up with what customers expect from a modern business. Give it to them on your terms.

Let’s conquer the invisible blocks keeping you from taking the steps to become a future-ready business.

Dr. Lisa has edutained audiences for:


Build a foundation for your growth

Do you know how your business and marketing tech tools work together to help your business profit? Sometimes just knowing what you don’t know is the catalyst to moving to bigger and better sales and revenue. 

Let’s get together and talk about your goals and the practical strategies and tools you need to get there from here.


Understand how your day-to-day workflows impact your success. Get your team and your business working smarter.

User & Customer Experience

Enhance how clients and customers feel when they interact with your brand online and in-person.


Ensure everyone has the right information at the optimal time to get their work done and your customers served.

Tech Strategy

Plan how your business can leverage tools to be more profitable today, and continue to grow into the future.

The Process

How It Works

Needs Assessment

We begin with understanding how your organization is working TODAY.

Strategic Planning

We build a roadmap with the steps for getting to your short- and long-term goals.

Active Implementation

We tackle the steps to your next milestone and steadily move forward.

Measure & Recalibrate

Ongoing assessment keeps us from going off track, and lets us shift when needed.

CEO Self-Care

Bizmoon. Because you matter, too.

We all need some uninterrupted time to love on ourselves while working on the future of our organizations and businesses. Bizmoon is the ultimate girls trip for nonprofit leaders and small business owners. Want an invite? Drop your email below for updates on the 2022 excursion.

Connect with me directly (& less formally) via social. While I’m most often on Instagram & LinkedIn, you’ll find me nearly everywhere.
(My TikTok journey may amuse you.)

Subscribe to Everyday BizTech

I help family businesses of various sizes and neighborhood nonprofits get their tech strategy in order so they can turn beloved history into a bright and successful future. – Dr. Lisa

Tech strategy and business advice for small businesses & neighborhood nonprofits every other week.