Dylan Lampe Email & Phone Number

Des Moines, Iowa, United States

• Develop and monitor team and individual KPIs, SLAs, and goals that align with the broader divisional and corporate goals.• Continuously evaluate and adjust goals and targets to ensure a culture of high performance and engagement is maintained within the team.• Provide continual coaching and feedback regarding progress, strengths, and areas for development. Assists team members with individual development plans.• Review and analyze systems, processes, and data to improve workflows and increase efficiency.• Effectively leads and manages customer service related issues in an efficient and compliant manner. Encourages feedback from team members on process improvement opportunities.• Support and oversee department level training including procedure documentation and review.• Ensure adherence to compliance, regulatory, and financial controls including SOX controls.• Coordinate, and/or participate in project teams as needed.

West Des Moines, Iowa, United States

Practice Management• Oversaw day-to-day operations, systems, seasonal calendar, and special projects• Maintained policies and processes, with an eye towards improving functionality• Ensure productivity within the team and be on-alert for areas of development and improvement• Direct ongoing employee assessments in collaboration with business owners• Oversee recruitment and training of new employees• Assisted with monthly compliance reports and annual compliance audits; prepare incoming and outgoing correspondence for compliance review• Lead and actively participate in team meetings; provide thoughtful contributions to business issues that ariseOperations• Assisted Managing Partners with overall management and oversight of office• Supervise support team; train and mentor staff to ensure they are aware of their individual role and responsibilities, knowledgeable of all compliance regulations regarding their position, and understandtheir daily tasks; aid and support• Lead all marketing and branding initiatives for the firm; proactively plan and manage marketing strategies• CRM Management• Define, manage, and implement strategic initiatives• Developed and follow-through with professional development goals with-in determined time frame; develop and enhance leadership skills for self-growth and support individual team growthMarketing• Developed the firm’s website in close partnership with external marketing resources,• Served as administrator of all social media outlets; maintained activity on all social media platforms to reach potential and current clients with positive, informative, and proactive engagement while adhering to compliance requirements• Managed and proactively planned client, community, and prospect events

Des Moines, Iowa Area

• Executed marketing plan, public relations strategies, and external events to differentiate organization, improve brand awareness and support achievement of philanthropy goals• Enhanced the organization’s public image through creation of news releases, personal stories, speeches, cause marketing, and social media content • Managed internal communications which accentuated core values and a high-performing culture • Led strategic planning and track progress toward achievement of goals.• Led effort to document key standard operating procedures, assigning procedures to responsible employees and ensuring consistency and accessibility• Oversaw federal and state government advocacy and public affairs efforts • Developed strong relationships with key associations, government officials, media, and community partners• Identified and supported friends of the food bank to extend creation of brand awareness on organization’s behalf throughout service area• Assisted with organizational annual budget and managed department budget

Des Moines, Iowa Area

• Developed and implemented both short and long term plans to attract, maintain, and steward donors, volunteers and friends, increasing the visibility, financial stability, and mission success of the organization• Carried a portfolio of donors with potential to become more prominent supporters or planned giving donors to the organization• Developed an annual budget to attract charitable financial contributions from all sources, including grants, and to grow and sustain the organization’s events and volunteer program• Created policies and procedures that pertain to gift acceptance, volunteer management, and other development best practices that promoted trust and enhance donor confidence while meeting all IRS and other regulatory requirements• Ensured operational systems are in place to manage, support, and track all donations, financial and in-kind, and that such information has strong integrity. Ensured the timely and accurate processing of gifts, receipts, and acknowledgements• Developed a best practice grant program including research and regularly submitting and tracking applications. Created an internal tracking system that fulfills required reports back to the grantor over the course of the grant• Created appropriate and meaningful recognition programs for donors and volunteers

• Successfully managed teams in Des Moines, Sioux Falls, and remote workers comprised of training consultants, process analysts, and quality control specialists • Implemented division-wide standard operating procedure guidelines and reporting requirements using Information Mapping© methodology• Product owner responsible for the development and implementation of a company-wide, external-facing strategic project working with all business units and Agile team to execute• Developed and managed process improvement efforts within the division to comply with regulations and reduce risk • Led expense management initiatives designed to save the company over $250,000 annually • Determined workload, delegated assignments, monitored & evaluated team and individual performance, coached and mentored team members• Oversaw the new hire training programs for company-wide new hires and Administration Division programs

Des Moines, Iowa Area

• Managed the Qualified Markets department to ensure quality services were provided and that all established department turnaround times and standards were met• Created and maintained an environment which emphasized our core values and employee owner culture• Identified and implemented industry best practices related to the processing of TSA service requests• Responsible for maintaining knowledge of current industry and regulatory trends and requirements related to Section 403(b) plans, 501(c)(3) organizations, and church plans• Lead or participated in all Qualified Markets related project development and implementation plans• Conducted regular one-on-one meetings with direct reports to provide coaching and solicit feedback• Drove and reinforced commitment to internal controls processes such as those under Model Audit Rule and Record Information Management• Completed performance reviews and annual merit employee evaluations • Responsible for training and developing individuals in the Team Leader role on employee development and handling of corrective action situations• Responsible for conducting appropriate and quality performance evaluations • Provided consistent updates and reporting to leadership regarding the Qualified Markets department• Conducted the interviewing and hiring of competent and committed employees who demonstrated the required skill set, abilities and desire to achieve a high level of performance

Des Moines, Iowa Area

• Partnered with the manager to supervise personnel, including recommendations for hiring and firing, completing performance evaluations, work allocation, and problem resolution• Partnered with the manager to regulate, monitor, and approve staff PTO and overtime to ensure the department is properly staffed at all times and address any absenteeism patterns that impact the performance of the department and team• Participated in the development of employee skills to meet the needs of the customer and enhance employee personal development while instilling a sense of teamwork• Determined areas of additional training and coaching necessary for team members • Actively participated in development of departmental goals, and developing specific actions plans within the department that contribute to the achievement of these objectives• Performed continual analysis of workflow / procedures. Proposed and supported projects that will advance the knowledge and enhance the work procedures within the department• Assisted with the coordination and review of production elevations. Partnered with the manager on the review and sign-off of project test plans• Identified computer system deficiencies, and worked with department manager in preparing requests for programming updates and modifications

Des Moines, Iowa Area

• Maintained and applied current procedures for all functions of the Client Service Department• Developed product knowledge of current marketing portfolio• Communicated both verbally and written with policyholders, agents and internal support departments in matters relating to the Client Service Department• Acquired and maintained basic system knowledge• Acquired basic tax and compliance information• Assisted management with determining and implementing efficient workflow methods

Greater Pittsburgh Area

• Oversaw fundraising efforts to support The League’s programs• Developed, implemented and monitored progress toward short- and long-term fundraising strategy and goals• Cultivated relationships with current and prospective funders and supporters, especially individual donors• Maintained oversight over all fundraising activities including major giving, grants, special events, direct mail appeals, and corporate partnership initiatives• Managed the implementation of data entry and gift processing via Salesforce • Oversaw organization of special events• Assisted with volunteer management, voter outreach, and field organization

Iowa City, Iowa Area

• Counseled pre-admit patients to determine financial stability and funding sources for care• Verified insurance coverage to estimate patient liability and to set up payment arrangements• Presented at weekly conferences with surgeons, nurses, and social workers regarding insurance coverage and long-term financial stability of patient• Worked with patients to secure payment for services through insurance, private pay or other third party payers• Communicated with patients, payers, insurance carriers, government agencies regarding coverage and payments.• Referred patients to other resources for payment assistance, such as government or internal programs • Responded to patient questions regarding their financial account as needed

Masters, Public Administration

Activities and Societies: Pi Alpha Alpha Honor Society

Bachelor Of Arts, Political Science

Bachelor Of Arts, Journalism & Mass Communication

Academic Internship Semester, Federal Trade Commission - Division Of Advertising Practices