Stephen B.
Senior Project Manager at Worksystems, Inc.- Claim this Profile
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Bio
Experience
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Worksystems, Inc.
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United States
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Non-profit Organizations
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1 - 100 Employee
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Senior Project Manager
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Jan 2016 - Present
Co-lead $12 million federal grant to train over 1100 Portland workers into health care career tracks. Collaborate with community based organizations and government entities, primarily Oregon Employment Department and the Oregon Department of Human Services. Maintain communication channels with partners.Interpret state and federal regulations as the apply to workforce programs. Draft policies for WorkSource Portland Metro grants and programs. Participate in regional campaigns to increase funding and public support for workforce development programs in Multnomah and Washington County. In November 2018, Launched new child care payment assistance project to provide low-income Portland residents with child care assistance while they pursue occupational skills training. Pilot will run for 2 year and serve 50 participants with child care assistance during and after training.
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Financial Education Specialist/VITA Coordinator
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Nov 2013 - Jan 2016
Promoted, developed and taught financial education and tax classes and curriculums while recruiting and training program volunteers. Managed the VITA free tax preparation service for Goodwill, which included recruiting and training 50 volunteers and overseeing the preparation of over 1K returns for low-income families.Planned and delivered biweekly training classes in financial education to over 700 total students.Trained 100+ volunteers on tax law subjects and TaxWise software and scheduled tax appointments. Wrote monthly and yearly VITA program volunteer reports, as well as an annual program results report. Promoted the county program through local television, newspaper interviews, and public presentations.Planned, promoted, and managed annual one-day tax preparation season kick-off events with up to 60 volunteers providing tax assistance to between 105 and 120 families per event.
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BFET Coordinator
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Nov 2013 - Jan 2016
Managed and oversaw the execution of grants and funding contracts worth up to $300K from state and federal organizations as part of the Workforce Development team.Maintained documentation of public records and public administration of BFET program in EJAS and ETO software systems.Supervised 12 AmeriCorps volunteers and 14 case managers and supervisors overseeing 60 clients eligible for Basic Food Employment and Training (BFET) services. Recruited and hired AmeriCorps team. Created, monitored, and amended BFET budget while monitoring outputs to determine if milestones were being met. Oversaw the submission of quarterly reports, volunteer and client service tracking, and timesheet approval. Reconciled monthly worth up to $15K per month for staff salaries and training programs.Prepared and submitted quarterly AmeriCorps reports documenting the number of Goodwill clients trained or educated by AmeriCorps, as well as general program status and individual success stories.Reduced the error rate in BFET contract audit in the first three months of employment by implementing new training sessions and new procedures for tracking and monitoring BFET participants. Organized monthly service day projects, administered monthly job training and recruited, interviewed, and hired AmeriCorps volunteers.Tracked client enrollment and activities and monitored programs using ETO and EJAS software. Delivered updates on program changes, and upcoming networking opportunities during weekly team and staff meetings.Planned and delivered AmeriCorps informational promotion and recruitment sessions as well as staff trainings with between five and seven attendees.Worked with various internal and external stakeholders.
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Internal Revenue Service
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United States
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Government Administration
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700 & Above Employee
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Tax Representative
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Dec 2012 - Oct 2013
Responsible for resolving taxpayer individual account issues. Interpreted and enforced IRS policies and tax laws. Investigated Identity Theft Claims.Accomplishments•100% Accuracy on all client accounts.•Contributed to and revised IRS Internal Revenue Manual which is used nationwide by IRS Employees. •Trained IRS employees on handling penalty and interest inquiries. Responsible for resolving taxpayer individual account issues. Interpreted and enforced IRS policies and tax laws. Investigated Identity Theft Claims.Accomplishments•100% Accuracy on all client accounts.•Contributed to and revised IRS Internal Revenue Manual which is used nationwide by IRS Employees. •Trained IRS employees on handling penalty and interest inquiries.
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Special Projects Manager
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Jan 2012 - Dec 2012
Run VITA Tax program which returned over $400,000 to local families at no cost. Managed multiple volunteers and scheduling for multiple sites. Collected and reported data on results and demographic information. Expanding program in 2013 to new locations. Prepared grant for 2013 VITA Program. Work alongside creative designer to update CHRC logo, website and overall image. www.homecen.orgRepresented the CHRC in multiple locale and statewide coalitions including the Washington Asset Building Coalition and Bank-On Washington.Successfully wrote Federal Grant to fund VITA program with over $10,000.
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VISTA
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Jan 2012 - Dec 2012
Vista's are placed with a local non-profit organization to assist in management type duties. We also come together as a group for community service and other local events. Vista's are placed with a local non-profit organization to assist in management type duties. We also come together as a group for community service and other local events.
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Attorney
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Sep 2010 - Dec 2011
Attorney for small firm in central Indiana. General practice. Primarily focused on criminal defense and family matters.Drafted motions and discovery matters, attended hearings, handled client intake. Attorney for small firm in central Indiana. General practice. Primarily focused on criminal defense and family matters.Drafted motions and discovery matters, attended hearings, handled client intake.
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Volunteer Judge
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Aug 2010 - May 2011
Danville Teen Court provides an opportunity for minors with commit lesser infractions to avoid the legal system and face the Teen Court instead. It resembles a real court except the "lawyer" and "jurors" are fellow classmates who volunteer or have been through the program. The Teens are "sentenced" to community service and various other rehabilitation outlets. As Judge, I supervised the court proceedings and offered advice or mentored teen offenders. Danville Teen Court provides an opportunity for minors with commit lesser infractions to avoid the legal system and face the Teen Court instead. It resembles a real court except the "lawyer" and "jurors" are fellow classmates who volunteer or have been through the program. The Teens are "sentenced" to community service and various other rehabilitation outlets. As Judge, I supervised the court proceedings and offered advice or mentored teen offenders.
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Lansing Board of Water & Light
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United States
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Utilities
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300 - 400 Employee
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Legal Intern
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Jan 2010 - Apr 2010
Intern for General Counsel. Drafted discover for property damage dispute. Created new employee handbook. Updated and revised online policy database. Updated vendor contracts to implement new HIPPA requirements.Researched and presented findings on new law determining the legality of energy pricing agreements based on uncontrollable changes in cost.Defended organization against property damage dispute. Dispute was dropped prior to trial by plaintiff organization. Intern for General Counsel. Drafted discover for property damage dispute. Created new employee handbook. Updated and revised online policy database. Updated vendor contracts to implement new HIPPA requirements.Researched and presented findings on new law determining the legality of energy pricing agreements based on uncontrollable changes in cost.Defended organization against property damage dispute. Dispute was dropped prior to trial by plaintiff organization.
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Legal Intern
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Jun 2006 - Aug 2006
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Education
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Thomas M. Cooley Law School
Juris Doctor, Administrative and Labor Law -
University of Illinois
Bachelor's Degree, Business Administration