Lisa Lee, CEBS, FLMI
Lisa Lee is a forms management consultant with over 20 years of experience leading teams to provide effective forms to users via multiple platforms. As manager of forms management for an insurance company she developed the forms management function and supported strategic initiatives. During her tenure she directed and participated in a wide variety of forms projects. Examples of projects she guided include the implementation of a forms database and web app to provide information to company employees, an online tool to generate forms tailored to fit employer coverage plans, Spanish versions of all customer-facing forms, and delivery of binding contract forms via a key vendor platform.
Lisa serves on the boards of the Business Forms Management Association and the BFMA Education Foundation, and is a member of the BFMA certificate committee. She is a recipient of BFMA’s Award of Excellence, a fellow of LOMA, and a Certified Employee Benefits Specialist.
She is certified in the Change Management process in accordance with Prosci methodologies. She is a regular speaker on forms related topics.
Lisa’s interests include the arts and the great outdoors. In her spare time, she enjoys spending time with family, cooking, travel and photography.