Terry Lucas
Board Liasion at Calbright College- Claim this Profile
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Topline Score
Bio
LinkedIn User
Terry is the quintessential collaborator. I worked with Terry at Aetna for 3 years, she has a positive, can do attitude and people genuinely enjoy working with her. Always true to her word, she gets the job done - correctly and on time. Working closely with Terry I came to learn how generous she is with her knowledge, skills, help and encouragement - she is a true team player. I would recommend her for any position that needs someone who follows through and doesn't stop until the project is completed.
Marjorie Dischler
I want to shine a light on Terry Lucas because she has been wonderful to work with. Terry and I began working together when I needed backup on actuarial recruiting. She was a quick study, asked all the right questions and jumped right in. Terry has a great outlook & attitude and everyone that has worked with her has been extremely complementary and loves working with her. I would highly recommend her if you want a dedicated colleague with a great attitude and work ethic.
LinkedIn User
Terry is the quintessential collaborator. I worked with Terry at Aetna for 3 years, she has a positive, can do attitude and people genuinely enjoy working with her. Always true to her word, she gets the job done - correctly and on time. Working closely with Terry I came to learn how generous she is with her knowledge, skills, help and encouragement - she is a true team player. I would recommend her for any position that needs someone who follows through and doesn't stop until the project is completed.
Marjorie Dischler
I want to shine a light on Terry Lucas because she has been wonderful to work with. Terry and I began working together when I needed backup on actuarial recruiting. She was a quick study, asked all the right questions and jumped right in. Terry has a great outlook & attitude and everyone that has worked with her has been extremely complementary and loves working with her. I would highly recommend her if you want a dedicated colleague with a great attitude and work ethic.
LinkedIn User
Terry is the quintessential collaborator. I worked with Terry at Aetna for 3 years, she has a positive, can do attitude and people genuinely enjoy working with her. Always true to her word, she gets the job done - correctly and on time. Working closely with Terry I came to learn how generous she is with her knowledge, skills, help and encouragement - she is a true team player. I would recommend her for any position that needs someone who follows through and doesn't stop until the project is completed.
Marjorie Dischler
I want to shine a light on Terry Lucas because she has been wonderful to work with. Terry and I began working together when I needed backup on actuarial recruiting. She was a quick study, asked all the right questions and jumped right in. Terry has a great outlook & attitude and everyone that has worked with her has been extremely complementary and loves working with her. I would highly recommend her if you want a dedicated colleague with a great attitude and work ethic.
LinkedIn User
Terry is the quintessential collaborator. I worked with Terry at Aetna for 3 years, she has a positive, can do attitude and people genuinely enjoy working with her. Always true to her word, she gets the job done - correctly and on time. Working closely with Terry I came to learn how generous she is with her knowledge, skills, help and encouragement - she is a true team player. I would recommend her for any position that needs someone who follows through and doesn't stop until the project is completed.
Marjorie Dischler
I want to shine a light on Terry Lucas because she has been wonderful to work with. Terry and I began working together when I needed backup on actuarial recruiting. She was a quick study, asked all the right questions and jumped right in. Terry has a great outlook & attitude and everyone that has worked with her has been extremely complementary and loves working with her. I would highly recommend her if you want a dedicated colleague with a great attitude and work ethic.
Credentials
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Learning Zoom
LinkedInSep, 2020- Oct, 2024 -
Diversity Recruiting
LinkedInAug, 2020- Oct, 2024 -
Learning Asana
LinkedInAug, 2020- Oct, 2024 -
Lean Six Sigma Yellow Belt Certification
Aetna, a CVS Health CompanyOct, 2019- Oct, 2024 -
Certified Nutrition Consultant
Bauman College: Holistic Nutrition and Culinary ArtsMay, 2019- Oct, 2024 -
Achieving Business Excellence Yellow Belt
Aetna
Experience
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Calbright College
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Remote/Sacramento
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Board Liasion
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Oct 2020 - Present
A member of the Office of the President, responsible for the day-to-day management of the Board of Trustee operations; supports and tracks outreach and communication with the Board and helps facilitate strategic Board engagement with the President & CEO around critical areas of the college’s start-up efforts. Authored Board correspondence and schedules all Board related meetings on behalf of the College President & CEO. Supports strategic projects and initiatives related to the college, reporting to the Chief of Staff. Acts as chief aide to the Board President: drafts talking points and all supporting documents. Responsible for the planning, scheduling and execution of Board and Executive Committee meetings to include online Board meetings via Zoom webinars. Creates all Board agendas and related materials for distribution and publication; prepares meeting follow-up for President. Drafts and posts Public Board notices adhering to Brown Act legislation. Taking/transcription of meeting minutes, distribution and posting for public view. Plans and manages events and logistics for Board-related (virtual and in-person) events, including venue, meals, travel, IT, vendor and contract management. Partners with the President's Executive Team and external Legal Counsel to formulate agenda items and ensure Board deadlines are met and compliant with Board policies. Partners with Chief Financial and Administrative Officer and V.P. of Human Resources on all Finance and Human Resource agenda items; manages Trustee expense reports. Facilitate movement of projects, providing continuous follow-up and tracking progress, developing workflow systems to increase efficiency and effectiveness, ensuring key milestones are met in order to keep projects moving within the designated timeline. Board portal Administrator: manage internal Board portal, archives, listservs and web content; new Trustee orientation. Conducts Monthly Board Reviews for Executive Team and All Hands Meeting. Show less
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Aetna, a CVS Health Company
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United States
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Wellness and Fitness Services
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700 & Above Employee
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Recruiter
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Nov 2018 - Aug 2020
Conducted life-cycle recruiting for a managed health care company with 50,000+ employees including candidate sourcing, screening, interviewing, offer negotiation and communication. Supported multiple lines of business to include Clinical, Medicaid, Medicare, Commercial, National Accounts, Finance, University, Legal and Actuarial. Interviewed and evaluated candidates utilizing templates and processes to include phone and virtual interviews, leveraging behavior-based interview and assessment techniques. Provided consulting to stakeholders regarding sourcing, screening and securing of talent. Demonstrated diversity awareness and utilized sourcing techniques that reached a diverse population. Created, reviewed, edited and posted job descriptions. Partnered with recruiters and hiring managers to schedule interviews, organize travel, managed onsite interviews, and ensured a seamless overall experience for both the candidate and employee. Consulted with Hiring Manager, Human Resource Business Partner and Finance to create a competitive offer utilizing tools, benefits and compensation. Communicated with internal team (hiring managers, recruiters, management) up-to-date candidate interview/scheduling activities. Managed applicant tracking system to include running reports to track progress and identify processes that can be improved. Monitored background check through onboarding. Participated in virtual job fairs. Provided administrative support to the recruiting team and managed special projects, events, and assignments as needed. Technology: ADP HRBP Payroll, Directors Desk (NASDAQ), Access, Adobe, BrassRing, Certiphi, Concur, Google Suite, HRIS systems, Kenexa, LinkedIn Recruiting, Microsoft Office Suite, Microsoft Teams, Millennium Fundraising Database, Nielsen Sales Applications, PeopleSoft, Project Management, RFD, ReportMart, SAGE Budget, SharePoint, Skype, SmashFly, UltiPro and WebEx Show less
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Executive Assistant to Head of Talent Management/Talent Acquisition/Executive Development/Aetna Univ
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Aug 2014 - Nov 2018
Independent management of complex calendar, preparation of Executive materials. Coordinated internal and external meetings to include: team, quarterly Town Halls, off- site and one-on-one meetings. Planned luncheons and events. Provided financial oversight of activities to ensure accurate accounting of expenditures and liaised with vendors and procurement. Coordinated travel, expense approval/reconciliation. Authority to handle issues in Manager's absence. Drafted and managed correspondence and communications on behalf of VP. Monitored VP’s phone calls and email, re-routed as necessary. Created PowerPoint presentations and Excel spreadsheets for executive meetings. Provided support for the training and development team. Managed the ongoing support and needs for Executive Talent Reviews and content. Created and maintained dashboard and documentation for Executive deliverables (e.g., Executive Committee, Board of Directors, Compensation Committee and CEO Talent Updates). Managed Talent Management Sharepoint sites. Collaborated with executive's peers and direct reports tracking all deliverables and managing emergent issues. Interfaced with employees from other business groups within Aetna, Legal and Senior Executives. ● Co-Created a Talent room with supporting materials within a one month deadline● Managed successful executive roundtable luncheons for Chairman & CEO● Volunteered for Charitable organizations such as Hole in the Wall Gang Camp, Susan Komen Fdn. ● Management of Quarterly Talent Management Town Halls Show less
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UConn Foundation, Inc.
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Storrs, CT
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Board Relations Manager/Assistant to the President
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Oct 2003 - Nov 2013
As member of Senior Management team managed Board of Director operations in support of President. - managed demanding Outlook calendar for President - authored correspondence on behalf of President; assisted with special projects - created powerpoint presentations and talking points for President/Board Chairman - arranged meetings and conference calls; coordinated complex travel schedules/accommodations - created board schedule/timelines - planning, scheduling and execution of Board, Committee, Director Orientation meetings - event planning to include logistics, IT, vendor and contract management - Board liaison (60 directors), chief aide to Board Chairman - formatted and compiled Board materials/distribution - partnered with President/HR Committee fulfilling committee’s oversight responsibilities in relation to compensation, benefits and policies - partnered with all levels of management ensuring project deadlines were met and bylaw compliant - developed agendas and minutes; prepared meeting follow-up for President - managed board budget; accounts payable; expense reports - facilitated movement of projects, providing continuous follow-up and tracked progress ensuring key milestones were met in order to keep projects moving within the designated timeline - recruitment of new directors conducted through research and analysis - managed Director's Annual Review process - staffed/trained/coached administrative support; managed IT support for all meetings - Board portal Administrator, trained directors/staff; managed internal Board portal - communications gatekeeper: managed archives/listservs/web content/donor database/quarterly newsletter -member of employee Safety, Diversity and Wellness Committees -Implemented external board portal increasing efficiency of meeting processes, employee productivity and company’s bottom line resulting in material costs savings of $20k/yr., eliminated shipping costs and served as one of the company’s first “green” initiatives Show less
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SunGard Business Systems LLC
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Worcester, Massachusetts
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Director of Administration
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1999 - 2003
Served as Human Resource Manager and Executive Assistant to the President for Trust Tax Services of America division to include: Interview/recruitment; onboarding/offboarding; broker management; benefits and 401(k) administration; H1B Visa implementation; management of annual review process; implemented and managed training programs; counseled managers and employees on employee relations issues; employee handbook administration to include the creation of new policies and procedures; payroll administration; supervised Financial Administrator; liaison to the Board of Directors; managed President’s calendar; arranged sales, new account, board meetings and conferences; travel coordination; authored correspondence on behalf of President; assisted President with contracts and creation of new policies/procedures. -Successfully sourced specialty trust tax accountants, computer programmers and developers for proprietary tax software in niche industry -Improved the company’s overall health benefits by lowering cost of health insurance and adding Wellness initiatives -Collaborated with Senior Tax Officers to create comprehensive training program ensuring successful assimilation into Specialty Trust Tax environment -Maintained excellent record keeping and archiving of corporate records contributing to 100% Audit compliance and eventual sale of company to SunGard Show less
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Education
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The University of Connecticut
Bachelors, Corporate and Organizational Studies -
2019 -
Bauman College: Holistic Nutrition and Culinary Arts
Certified Nutrition Consultant, Holistic Nutrition Consultant -
Nichols College
Associates, Business Administration
Community
