Terri Poole Email and Phone Number

New Client Onboarding duties:• Deliver new client questionnaires to onboarding clients• Set up new compliance clients, including adding their onboarding information to the New Client SharePoint site• Initiate state registrations (as defined by client in questionnaire, or via direct contact, etc.) for monthly and quarterly tax return filings• Prepare narratives for client (special considerations, contact list, initial registration catalog)Research & Reporting Responsibilities:• Complete sales/use taxability studies as needed for new or existing clients• Complete sales/use nexus studies for new & existing clients• Complete other sales/use special projects/studies for new & existing clients• Complete sales/use tax return filings for newly onboarded clients• Prepare onboarded clients for transition to compliance team after first full-quarter of filings• Complete reporting through first full calendar quarter of filings• Complete sales/use tax returns monthly• Backup compliance team as needed (Generally during first calendar quarter)Customer Service:• Reply to clients timely, follow up on client needs• Allocate customer service requests to the compliance team as needed

Kept up to date with changes to the LMS as part of the release items we were given. Explored existing and new functionality as it became available. Continued to actively participate in Cornerstone regional meetings and annual conferences. Remained active in Suggestion City to promote our ideas for enhancing the system. Provided support as needed for internal and customer LMS related questions/escalations. • Managed the Learning Management System (LMS) (Cornerstone OnDemand) (JHU)• Determined system and functional requirements of the LMS• Responsible for vetting and implementing quarterly enhancements to the LMS• Served as a resource for external and internal customers when questions arise with the LMS• Promoted, managed and implemented the Learning Management Portal (LMP)• Improved implementation process of the LMP• Redesigned the Cross-Product Training Implementation page in JHU with a new format and functionality• Assisted with customer and internal cases as needed• Participated in annual and quarterly Cornerstone OnDemand conferences and regional user groups• Assisted various Jack Henry education groups with their use of JHU• Presented at the Jack Henry Annual Conference (JAC)• Chaired internal “Education Business Liaisons” Team (EBL)• Conducted biweekly EBL meetings• Acted as the main contact between the EBL and Cornerstone OnDemand representatives

Kept up to date with changes to the Learning Management System (LMS) as part of the release items we wanted to implement. Explored existing functionality we may not have been taking advantage of and continued to actively participate in Cornerstone regional meetings and upcoming Community of Practice for Extended Enterprise communities. Became active in Suggestion City to promote our ideas for enhancing the system. Provided support as needed for internal and customer LMS-related escalations. Worked to support ongoing corporate projects impacting our area such as Cross Product Training, Customer Certification, and Education Standardization.• Provided Learning Management System (LMS) support internally and to customers• Implemented the Get Smart certification in Jack Henry University (JHU)• Tracked employee and customer progress in the Get Smart certification• Conducted internal and customer facing training regarding JHU functionality• Implemented our first Learning Management Portal customer, American State Bank, Williston, ND• Redesigned the Welcome Page of JHU for Banking, ProfitStars, and Symitar• Helped Gladiator implement and roll out self-registration pages in JHU• Created documentation for the implementation/creating of self-registration pages • Assisted with customer and internal cases as needed• Participated in annual and quarterly Cornerstone OnDemand conferences and regional user groups• Presented at BEC and manned the Tech Fair booth for Education• Helped Episys education migrate from old Connect • Created documentation and guide aides for JHU functionality for internal and external customers

Instructional design is the creation by which learning products, experiences and materials are designed, developed, and delivered. Resulting in the acquisition and application of knowledge and skills. Learning products can include online courses, pre-recorded eLearning modules, instruction manuals, handouts and guides, video tutorials and simulations.• Involved in researching a learning management system• Involved in the implementing project of the learning management system (Cornerstone OnDemand)• Created eLearning content for clients and internal employees on Jack Henry Banking Core systems (CIF 20/20 and SilverLake)• Acted as a contact for internal groups that needed assistance with eLearning• Worked heavily on training content for the Whitney project• Helped to develop standards and guidelines for eLearning content• Became efficient on Captivate features and functions• Acted as the technical contact for our department as well as other education departments within Jack Henry

Delivered JHA software training courses on the CIF 20/20 and SilverLake systems using established curricula and personal knowledge. Prepared and delivered topic specific training at National User Group meetings. • Trained customers on the Jack Henry Banking CIF 20/20 & SilverLake core software• Traveled to banks to conduct onsite training with various levels of bank personnel• Prepared classroom and user group presentations• Remained aware of Jack Henry product offerings, trends, and acquisitions• Made recommendations pertaining to the quality of training format or procedures