Karen Williams, Cae Email & Phone Number

Chicago, Illinois, United States

Manage the NAR Global Ambassador and Global Coordinator Program and NAR bilateral relationships specifically within Asia Pacific region. Support the Global Alliances Advisory Board, Leonard P. Reaume Foundation, and REALTOR® Fund for Global Assistance in Staff Executive role. Support programming and logistics related to Staff Executive roles at NAR Annual Convention (NAR NXT) and Legislative Meetings.

Responsible for overseeing all SOA professional development programs conducted outside the U.S., working with our international staff in making sure these programs are successfully implemented. This also includes a more prominent role in managing the SOA International Committee's activities and the SOA’s delegation to and relationship with the International Actuarial Association (IAA).

Schaumburg, Il

Assist with the SOA's work with the IAA, the SOA International Committee and various professional development events and projects for our stakeholders outside of North America.

Washington, Dc

Support the functions of the Actuarial Board for Counseling and Discipline (ABCD), the Council on Professionalism (COP) and all of its related committees, and the legal department of the Academy. Manage additional projects as assigned by the General Counsel, Executive Director, and Academy President. Tasks include contract negotiation, assisting with updating Academy governance documents, schedule and conduct conference calls on various projects, plan meetings and take minutes, legal and organizational research projects, work on ethics and professionalism webinars and e-learning modules, preparing and filing LD-2 and LD-203 lobby reports for the Academy, preparing and filing Annual Report for Academy’s not for profit status and related Two-Year Report for Domestic & Foreign Filing Entity, and travel to run professionalism events at industry conferences.

Part-time assistant to the Executive Director. My tasks and projects revolved around streamlining administrative processes and assisting with communications through Constant Contact to enhance member engagement and increase new membership in the organization.

Manage all aspects of the SoMD Expert LLC company, including administration, finances, and supervision of support staff. Create and maintain personnel files, office policies and procedures, and form documents for real estate team. Also assisted in managing company finances and prepared payroll for staff. Daily contact with clients and outside agents on active and pending transactions via phone and e-mail. Also responsible for assisting agents with obtaining paperwork, reviewing contract documents for legal compliance, and ensuring commissions paid to agents accurately and in a timely manner.

Washington, Dc

I worked mainly with the healthcare group, but also assisted on large document projects for the education group. Wide range of administrative assistance, including creating and maintaining files and pleading folders for various litigation and healthcare appeal matters, editing and formatting documents, and scheduling conference calls. Additional duties range from assisting with preparing document productions, fixing technical issues, and drafting correspondence and pleadings.

Washington, Dc

Paralegal with the Franchise & Distribution Group. Review and analyze financial documents that include personal and corporate tax returns, corporate bank statements, and corporate income statements. Prepare subpoenas, complaints, deposition notices, privilege logs, and various other litigation pleadings. Position also includes creating and managing multiple databases in Excel, and working closely with clients and franchisees, attorneys, and administrative staff. Also performed duties for audit client, including logging in documents received, discussing document requests with franchisees, and supplying the client with weekly status updates of audit matters.

Ba With Honors, History

Activities and Societies: Member of Phi Alpha Theta History Honors Fraternity. Member of the Honors Program and graduated with Honors.

Paralegal Certification, With Honors, Law

An ABA accredited accelerated program, I have gained useful legal knowledge and skills in areas pertaining to pre-trial and post-trial.

Education record