Michael DuBois

Experience

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  ICMA-RC

  Nov 2001 - Sept 2016

  Government Employee Financial Planning: Constructed financial plans with varying focus from simple retirement readiness to detail oriented, comprehensive plans. Collected and analyzed confidential financial documents. Audited and finalized complex financial plans for long-term success by reconciling client goals and risk tolerance with realistic projections. Software Proficiency: quickly learned technical planning software; long-term remote worker familiar with web-based applications such as Ulti-Pro and Office 365; strong attention to detail.Conversant in all aspects of personal finance/benefits: including insurance, taxation, and investments with emphasis in employer-sponsored retirement plans such as pension, 401(k), 457, and 403(b). Show less Subject Matter Expert: Washington State Retirement Plans 2 and 3 for School Employees (SERS), Teachers, (TRS) and Public Employees (PERS) Educational Outreach Administration: In charge of scheduling, web registration, communications, and internal reports for 200+ employers including Bellevue, Issaquah, Federal Way, and Puyallup School Districts; Central Washington University; Cities of Auburn, Bellingham, Federal Way; and Pierce, San Juan Counties.Retirement Plan Education: delivered 1000+ retirement training seminars to public employees across diverse sectors of state and local government covering all aspects of the plan: retirement plan elections, retirement eligibility, underlying investments, federal benefits influence, pension calculation, and beneficiaries.New Employee Orientation: conducted orientation seminars for newly hired employees detailing eligibility, enrollment options, plan features, and benefit calculation.Key Account Management: Key member of presentation team for company’s largest and most sensitive client.Drafted Educational Materials: edited/collaborated on design of both presentations and printed materials for seminars using PowerPoint and Microsoft Word with focus on clarity, engagement, and ease of comprehension while accounting for multiple adult learning styles.Maintained Compliance and Fiduciary Obligations: maintained knowledge of features/rules/and investment regulations by researching proposed legislative changes to retirement plans and passing regular continuing education requirements.Recognized presentation skills: handled sensitive material and highly demanding client requiring tact and diplomacy with employees. Comfortable and customer focused whether one-on-one or large group setting. Self-motivated worker: worked from remote office handling all aspects of assignment. Show less • Retirement Plan Education: Personally delivered retirement training seminars and training programs to hundreds of public sector employees. Result: Dramatically improved overall comprehension and usage of public-sector retirement benefits.• Presentation Development: Co-developed new training materials and presentations for seminars. Result: Focused deliverables on the unique needs, questions, and benefits for each audience. • Broad-Based Public-Sector Education Experience: Personally presented to a wide range of public-sector employees such as major cities and school districts. Result: Ensured compliance with strict Washington State guidelines on educational nature of presentations. • School District Presentations: Personally helped educated employees in some of the largest school districts in Washington State including Bellevue School District, Issaquah School District, Seattle School District, Federal Way School District, Puyallup School District. Result: Increased awareness of benefits and retirement programs for public school employees. • Municipal Government Presentations: Personally presented and educated employees of some of the largest cities in Washington State including the City of Bellingham, City of Auburn, City of Friday Harbor, Port of Tacoma. Result: Drove awareness of retirement benefits for municipal employees. • University Education: Presented benefit education seminars to some of the largest universities in Washington such as the University of Washington and Central Washington University (CWU). Result: Drove awareness among UW employees re: employee/retirement benefits. Show less • Deliverables Development: Consulted on rewrite of educational materials for seminars. Result: Edited handout and revised from 12 pages to 4 pages resulting in printing cost reduced while providing clearer information. • Teamwork: Strong team member covering appointments for teammates when needed and providing feedback on colleagues’ presentations. Result: Improved team cohesiveness and overall quality of presentations. • Continuing Education: Followed legislative updates to plan and maintain knowledge of features/rules/and investments. Result: Ensured compliance with Washington State laws and regulations. • Key Contact/Public Face: Educational contact for 281 employers on ICMA’s largest contract. Result: Considered the go-to employee to manage a critically important client/contract. • Excellent Presentation Skills: Recognized for presentation skills with sensitive material for a highly demanding client. Result: Ensured superior client relations by delivering accurate, on-point presentations. Show less

  • Financial Planning Specialist

    Jul 2015 - Sept 2016

  • Senior Financial Education Specialist

    Jul 2008 - Jul 2015

  • Financial Education Specialist

    Jul 2002 - Jul 2008

  • Financial Education Specialist (Contractor)

    Nov 2001 - Jul 2002
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  OutSmart Office Solutions

  Mar 2017 - Jan 2022

  Project Lead/ Supervisor

  Site Supervision: Ensure product, assembly, and layout meet client specification. Manage team to meet delivery and installation schedule. Inventory Logistics: Cross-check receipt of product with purchase order. Prioritize product receipt, delivery, and storage consistent with time schedule.

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  USI Insurance Services

  Oct 2022 - now

  Employee Benefits Specialist