Robert Steed Email & Phone Number

Chapel Hill, Nc, Us

Chapel Hill, Nc, Us

Raleigh, North Carolina, United States

I help businesses - especially small businesses - create tax advantaged and tax compliant health care plans for their employees rather than assuming fully insured offerings are all there are.- I help manage the onboarding process of hosts and/or clients- I help ensure tax compliance of AI generated plan documents

Raleigh-Durham-Chapel Hill Area

-Oversee team of tax analysts-Account management

Raleigh-Durham-Chapel Hill Area

Oversee operations, marketing, accounting, as well as some account management, dashboarding, and data manipulation using Domo.--Responsible for helping new clients get up and running with Domo - basic data flows and card building - to be self-sustaining in basic company needs-- Import, clean, transform, and display data----Building cards and performing analysis when needed

Sandy, Utah

I help others learn more about themselves and their relationship with money, increasing the likelihood of their financial success.--Helped create 8 new courses dealing with behavioral finance (dealing with the self, couples finance, and money's relationship with happiness), demographically tailored investment principles, creating certainty in economic uncertainty, and tax--Helped initiate a pilot financial counseling program in 2020 for members and the community. Created data tracking, training, and other processes needed for an established program. In 2021 the Financial Guide is now a formal role/program building on the processes established. I continue to consult on program training, employee development, and organization.--Oversee university education relationships; have increased University involvement to include guest speaking opportunities for our team at USU, UVU, UofU, BYU-I, BSU, and DSU so far.

I coach individuals seeking healing and growth through the ImpactSuite of apps: Fortify, Turn, Lift, and Climb. My focus is on financial health and wellness.

Greater Salt Lake City Area

Created and presented curriculum, programs, assessments, etc. for employee satisfaction and wellness programs in leadership, company culture, benefits, and behavioral financial wellness. --Doubled number of companies on-boarded and retained--Had over 60% of all-time workshop participants sign up for complementary financial coaching session resulting in hundreds of coaching sessions toward an initial goal

Greater Salt Lake City Area

Oversaw on-boarding of small and medium businesses into SaaS operations softwares—creating a cloud-stacked ERP --Evaluate company processes and match softwares to process --Train companies on a variety of SaaS tools: project management, warehouse, accounting, cloud storage--Created custom workflows in project management softwares—Wrike and Asana with Zapier--Supported clients in continued implementation/education--Implemented new solutions when needed or requested--Managed and trained team of remote bookkeepers for on-boarded companies

- Facilitate students' online learning experience in FDREL 200 - Family Foundations using BYU-I's online learning software, Brainhoney - Promote student participation and success in accordance with the BYU-I learning model and purpose

Utah Valley North Area

Oversaw local Institute of Religion programs servicing Young Single Adults (YSA) in northern Utah County.- Coordinated the assignment and service of over 40 volunteers and teachers --> got our programs fully staffed after being understaffed for two years- Observed and trained teachers --> increased training participation by 75%- Oversaw the volunteers in their administrative responsibilities- Assisted in the training of a YSA Institute Student Council for each Stake- Coordinated programs' needs with local YSA leaders - anything from physical facilities to course scheduling to program logistics --> we increased student participation by 25%, especially through leadership training and buy-in- Plan and oversee the accurate spending of program budgets1.5 years as Administrator for Adapted Needs Program serving those with mild to severe cognitive and physical disabilities

Master Of Science (Ms), Human Development And Social Policy

Ba, Psychology

Activities and Societies: Aggie Special Olympics Head of Delegation - 2008-09 A.S.O. Team Athletic Manager - 2007-08 A.S.O. Coach - 2006-09