Sara Roy Email and Phone Number
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As a Corporate Professional, have you ever thought about starting your own business or going out on your own, but you’re not really sure what that looks like exactly?You know you’re undervalued at work (and sometimes even underappreciated), and you also know you have tons of experience in your industry. But the problem is you’ve worked in that organization or industry for so many years, that you really aren’t sure what the next steps are for making the leap while still sustaining your financial and family obligations during the transition period.And what would you do? Start your own business, buy a business…maybe even look into buying a franchise? What about financing? Where do you find the money for such a large investment?Hi, my name is Sara Roy and as a Speaker & Career Ownership Coach, I work with individuals and corporate professionals, who are looking to get started in entrepreneurship but aren't really sure how to go about it. I provide no cost education, awareness and discovery services to people who are in career transition and have an interest in exploring entrepreneurship as a potential career path or adding passive streams of income to their existing investment or business portfolio.I offer a fresh and unique coaching experience, starting with the basics by helping clients articulate their goals, values and lifestyle preferences for the future. I layer in education and offer resources on multiple pathways that can help them achieve their goals as well as primary business fundamentals and funding options that most clients come short of exploring on their own.Contact me today to begin discovering what's possible!Schedule an introductory call: https://sroy.esourcecoach.com/schedule-a-call/Website: https://sroy.esourcecoach.com/Testimonials: https://sroy.esourcecoach.com/testimonials/
The Entrepreneur'S Source
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- theentrepreneurssource.com
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Career Ownership CoachThe Entrepreneur'S Source Sep 2022 - PresentThe Entrepreneur’s Source is North America's leading Career Ownership Coaching organization, helping people build rewarding careers, take control of their lives and create the Income, Lifestyle, Wealth & Equity they are seeking. Our unique discovery and education experience empowers our Clients to explore alternative career options outside of the traditional job market.
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C-Suite Network Executive LeaderThe C-Suite Network Jul 2023 - PresentKansas City Metropolitan AreaThe C-Suite Network is the world’s most trusted network of C-Suite leaders, with a focus on providing growth, development and networking opportunities for business executives with titles of vice president and above. The C-Suite Network’s mission is to provide a peer community, networking events, relevant content and services to support c-level executives and other entrepreneurs achieve professional success. C-Suite Network offers invitation only events as well as custom-tailored content through all its entities: C-Suite TV, C-Suite Radio, C-Suite Book Club, and C-Suite Network Advisors™. -
Co-Host - The Financial Freedom ShowThriving Women Network, Inc. Nov 2023 - Oct 2024 -
Program Manager - Products, Small BusinessH&R Block Dec 2020 - Aug 2022Owner of TS22 Small Business Products and Tools to include Quarterly Tax Payment Services, Business Tax Audit Support, Year-End Tax Filing Readiness, Consultations, Business Structure Analysis Tool and P&L Creation.Assisted with the enhancement of the TS22 Small Business Certification Program and Field Leader Training curriculum/resources to increase Tax Pro readiness and confidence with offering Small Business Services and Products to our clients and provide our clients with a differentiated experience.Oversaw the development of the Small Business Services Bookkeeping & Payroll Tax Pro Referral Power App and Account Manager Leads Management Power App for TS22, which included over 15 Power Automate Flows. This project spanned 6 months and included cross-collaboration with multiple internal business partners, Microsoft engineers & support teams, development and facilitation of user acceptance testing, and development of training resources for tax pros and account managers.Coordinated with internal business partners the development and completion of 10+ field and executive level reports and dashboards for monitoring key small business metrics and performance.Utilized automated technology for a variety of initiatives including: issuing partnership coupons, engaging partnership referrals, activating and distributing software codes, and responding to Small Business certification exception requests. -
Operational Excellence ConsultantH&R Block Aug 2018 - Dec 2020Kansas City, Missouri AreaCollaborated with field leaders, functional partners and the U.S. Retail Lead Team to improve gaps in operational business drivers to achieve and exceed key business targets. In TS18, the field leaders I consulted achieved a 4% growth rate in Service Quality.Championed internal communications, workflows, and processes that drove teamwork and synergy across the OEC’s four quadrants: Data, Content, Communication and Consultation.Utilized automated technology to drive 90%+ campaign completion of approved consultations and maximize consultation capacity of OEC team members.Assisted field leaders in achieving operational effectiveness through training, development of tools/reporting, and the sharing of national best practices. Certified field leaders in our 5 Standard Operating Procedures prior to each tax season.Facilitated Starting Blocks SOP sessions for new field leaders and reviewed with them their Business Plans for preparation of entering their District with a historic view of district performance.Created engaging communications that drove field consumption and strengthened the image and brand of the OEC.
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Program Manager, Process ImprovementsH&R Block Oct 2017 - Aug 2018Kansas City, Missouri AreaResponsible for leading continuous improvement projects throughout the organization utilizing lean six sigma tools and methodologies.Developed a portfolio of successfully completed process improvement projects.Enhanced leadership skills through building & managing cross-functional project teams, meeting planning & facilitation activities, and presenting project status updates & readouts to senior leaders.Attended an internal Lean Six Sigma training program and earned black belt certification.
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Program Manager, ComplianceH&R Block Jul 2015 - Oct 2017Kansas City, MoExecuted all phases of the Supplier Risk Management Program.Reviewed third-party due diligence documents including, but not limited to: service contracts, vendor security checklists, SSAE-16 SOC2 Reports, PCI–DSS Attestations, and security policies to ensure third-party service providers have adequate confidentiality, privacy, and data security protections in place.Consulted with key stakeholders regarding third-party risk concerns and collectively provide recommendations for remediation.Coordinated onsite assessments and related activities of high risk third-party service providers with the assistance of a third-party onsite assessor. Streamlined and formalized Program processes in collaboration with key stakeholders and senior leadership.
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Senior ParalegalH&R Block Apr 2013 - Jul 2015Kansas City, MoProvided corporate governance and administrative support to the Vice President and Secretary of the company, as well as served as liaison and point of contact for members of other corporate departments in need of information relating to our parent company and its subsidiaries. Drafted and maintained corporate records and legal entity filings for over 80 entities formed in the United States and internationally, including but not limited to the preparation and coordination of execution of Certificates of Formation/Incorporation, ByLaws, Foreign Qualifications, Fictitious Names, Certificates of Incumbency/Secretary Certificates, and Resolutions.Maintained the company’s legal entity web-based repository and generated key legal entity data reports for use by other corporate departments.Prepared and submitted security related disclosures, including but not limited to SEC Section 16 Forms 3, 4, and 5 on behalf of the company’s Board of Directors and Section 16 Officers, and quarterly NYSE shares reporting, and interim / annual CEO written affirmations.Oversaw implementation and execution of the Financial Statement Quarterly Blackout Period and Tax Season Insider Trading Blackout Period pursuant to the company’s Insider Trading Policy.Assisted the Chief Ethics Officer with administration of the company’s Code of Ethics and Business Conduct program and annual certification process.Formalized internal department protocols and procedures with the implementation of checklists and questionnaires.
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Avp, Senior Paralegal, Compliance ServicesLockton Benefit Group Sep 2005 - Apr 2013Kansas City, MoConducted investigative research through numerous electronic resource subscriptions (i.e., Westlaw, RIA, EBIA, and the internet) for providing advice to colleagues and clients concerning a full range of employee benefit issuesEstablished working relationship with senior management, operations support staff, internal associates, and technology staff to develop and maintain a variety of top-notch compliance related tools, policies and procedures and identify best-practices for showcasing those materials on the company intranet, internet, and blogOversaw numerous departmental project management initiatives (small scale and large scale) from conception to completion with limited supervision and time-sensitive deadlinesArticulated internal Compliance Services protocols to associates through checklists, questionnaires, and a structured orientation programExamined forms, contracts, agreements, plan documents and Summary Plan Descriptions related to health and welfare programs, as well as offer recommendations and modifications in accordance with current regulations, policies, and/or proceduresCoordinated the process of outsourcing Form 5500 filings, wrap plans, and currently assisting with a new outsourcing endeavor for HIPAA Privacy & Security policies and proceduresProvided excellent communication skills through multiple written communications and compliance tools, live and recorded seminars, internal associate requested training and client meetings -
Associate ConsultantPalmer & Cay Mar 2003 - Sep 2005Overland Park, KsAssessed and provided advice to colleagues and external clients concerning a full range of employee benefit issues arising under ERISA, the Tax Code, COBRA, HIPAA and certain employment discrimination lawsReviewed, drafted, amended, and restated Plan Documents and Summary Plan Descriptions for health, cafeteria, wrap, and other fringe benefits Facilitated the preparation of Form 5500 filings for health and welfare benefits plansAudited plans and procedures for compliance with the Internal Revenue Code, the Employee Retirement Income Security Act (ERISA), selected federal anti-discrimination rules, other statutes, and regulations issued there under by the Treasury Department, and Labor DepartmentsAuthor of internal and external Special Advisories, Clear for Action Bulletins, Compliance Checklists and other similar articles and summaries on various employee benefit compliance issues
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Document CoordinatorFmh Benefit Services Jul 2000 - Mar 2003Overland Park, KsExpanded knowledge of employee benefits through drafting and amending employee health and welfare Plan Documents and Summary Plan Descriptions Enhanced legal research skills through maintaining over 120 employee health and welfare Plan Documents and Summary Plan Descriptions and ensuring they were compliant with current regulations Executed and maintained departmental procedures for Document SpecialistsCompiled charts, logs, and graphs for tracking of projects and functions within the document departmentSupervised and provided training for Document Specialists Assisted with and attended client meetings and conference calls
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Case Assistant / ParalegalPolsinelli, White, Vardeman, And Shalton Apr 1999 - Jun 2000Kansas City, Missouri AreaPrepared pleadings, discovery requests/responses, and correspondence at the discretion of supervising attorneys. Submitted timely pleadings and correspondence to local court offices and clients; Designed tables, charts, and graphs for organizing client exhibits and other miscellaneous records; Conducted legal research by use of the internet, Premise, and other firm library resources; Learned to work in a fast paced law firm, assisting as many as ten attorneys concentrated in construction contracts and employment law matters.
Sara Roy Skills
Sara Roy Education Details
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General Studies -
Human Resources Management -
Brown Mackie CollegeParalegal Studies
Frequently Asked Questions about Sara Roy
What company does Sara Roy work for?
Sara Roy works for The Entrepreneur's Source
What is Sara Roy's role at the current company?
Sara Roy's current role is Educating Corporate Professionals on How to Become Entrepreneurs | Speaker & Career Ownership Coach | Co-Host of The Financial Freedom Show.
What is Sara Roy's email address?
Sara Roy's email address is sa****@****ock.com
What is Sara Roy's direct phone number?
Sara Roy's direct phone number is (816)-854*****
What schools did Sara Roy attend?
Sara Roy attended University Of Saint Mary, Ottawa University, Brown Mackie College.
What are some of Sara Roy's interests?
Sara Roy has interest in Photography, Scrapbooking, Baking, Gardening.
What skills is Sara Roy known for?
Sara Roy has skills like Employee Benefits, Legal Writing, Employment Law, Legal Research, Health Insurance, Erisa, Cobra, Hipaa, Cafeteria Plans, Health Care Reform, Code Of Ethics And Business Conduct Policies, Insider Trading Policies.
Who are Sara Roy's colleagues?
Sara Roy's colleagues are William Kosman, Brian Reichardt, Andre' Chatelain, Debbie Seeman, Tina M., Cindy Osborn, Jerry Brown.
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Sara Roy
Geotechnical Engineer, Senior Project Manager At Sanborn, Head & Associates, Inc.New Gloucester, Me3ransomenv.com, geosyntec.com, sanbornhead.com1 1207330XXXX
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