Courtney Schultz, CPTD, CPTM, PMP

Learning & Development Manager

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Experience

With over a decade of experience in Learning & Development, Courtney leads the design and implementation of strategic training programs that support the firm’s long-term goals. She drives both internal and external learning initiatives, creating dynamic content across leadership, advisory, soft skills, and technology domains, while ensuring alignment with NASBA compliance standards. Courtney also manages the firm’s learning management system, oversees continuing education and licensing requirements, and partners with department leaders to identify training needs and foster professional growth. Courtney has been with the firm since 2017.

Specialties 

Onboarding and new hire orientation; content development; coaching; and project management

Education & credentials

B.A. in communication, University of Dubuque, Dubuque, Iowa
M.A. in communication, University of Dubuque, Dubuque, Iowa
Certified Professional in Training Management
Certified Professional in Talent Development
Certified Project Management Professional 

Professional affiliations

Association for Talent Development (ATD), National Member
Association of Talent Development (ATD), Hawkeye Chapter, Member

Community involvement 

Sherrill Ambulance, Volunteer EMT 
Holy Cross/North Buena Vista Ambulance, Volunteer EMT
National Education Center for Agricultural Safety, Volunteer
Tom Hancock Grant Committee, Member

Family life & hobbies

Courtney and her husband have two daughters. In her free time, she enjoys helping around the family farm, mastering a new recipe or learning about her latest hyper-fixations (to date she’s covered Stoicism, the Romanov Dynasty, the British Monarchy, and emergency medicine as an EMT).