Patrick Stephan, SPHR, MAOM, CEBS, CPDM

Bloomington, MN 55437 / acouq5@r.postjobfree.com / 651-***-****

Human Resources

HR-Business Leadership / Total Rewards & Benefits / Integrated

Solutions

Innovative, adaptable, and highly accomplished Human Resources leader with

over 18-years of offering superior HR expertise and business acumen,

including strategic organizational planning and change management, program

and plan design and development, subject matter consulting, and functional

oversight across all key Human Resources generalist and specialist areas of

expertise. Exceptional professional and technical talent, skills &

expertise in diverse human resources, benefits, safety, & integrated

disability programs and plan designs, development, and integration; all

within a strategically focused and an increasingly complex regulatory

landscape and dynamic framework.

Visionary, yet pragmatic execution within global, multinational, or local

markets. Very creative and analytical problem-solver with proven expertise

in delivering creative solutions to complex problems, while effectively

meeting both organizational and stakeholder needs. Solid expertise in

developing integrated solutions. Demonstrated delivery of outstanding

results by aggressively controlling costs, while simultaneously increasing

employee perceived value. Proven communicator providing highly technical

and complex information to diverse individuals in easily understandable

formats; effective negotiator and consensus facilitator with proven

exceptional internal customer service delivery. Reputation for perpetual

optimism & personal empathy, even within challenging conditions by always

focusing on the "human" aspects of HR.

Core competencies include:

Strategic HR & Benefits Global & Local HR Integrated Disability

Program Design & Management & Business Management, Safety Programs

Implementation Partnership & Interventions

Organizational Change & Internal Customer Service Compliance & Legal

Development Initiatives Excellence Oversight

Leveraging Employee Value Budgeting & Expense Collective Bargaining Units

Proposition & Engagement Controls

Metrics Development Consulting & Planning

within a Total Rewards

Framework

Professional Experience

Health & welfare benefits MANAGER (2014)

xcel energy - Minneapolis, MN

Developed strategic vision and thought leadership towards the design and

management of all health and welfare benefits including HDHP w/HSA medical

plan, active and retiree medical, private exchange and health and financial

well-being solutions, wellness programs and incentives, dental, vision,

short and long term disability (STD/LTD) paid time off, and all other work-

life balance benefits for 12,000 employees in 8 states. Lead and manage a

team of 5 exempt level staff. Select accomplishments:

Strategically designed & implemented open enrollment communications.

. Successfully resolved a complex medical provider issue and related

bargaining unit concerns.

. Staffed, managed, and coached a diverse team of individual subject matter

experts to deliver synergistic value to the rest of the organization.

BENEFITS MANAGER, THE AMERICAS (2012-2014)

tennant company - Golden Valley, MN

Developed and implemented strategic vision by designing, refining,

continuously improving, and managing all employee benefits and well-being

programs and plans; including health & welfare, retirement, executive non-

qualified plans, integrated absence/disability management, life & BTA

insurance, and work/life & well-being programs & plans. Benefits

responsibility for 1800 employees throughout the Americas Region: US,

Canada, Mexico and Brazil. Managed all U.S. benefit programs including

health and welfare plans; defined benefit (DB / Pension), defined

contribution (401k, PS, DC), and non-qualified plans (NQP). Developed

multiple cost saving and PPACA (Health Care Reform) compliant strategic

tactics with a focus on overall plan integration and maximizing employee

value proposition within a rapidly changing regulatory environment. Managed

and negotiated cost-effective agreements with vendors and brokers. Crafted,

designed and managed benefit plan communications; compiled, analyzed and

reported results with metrics. Select accomplishments:

. Strategically designed & implemented entirely new HDHP w/HSA health plan

to proactively lower long-term shared cost trending projected to save

several millions (~$4M) in next few years; while lowering employee out-of-

pocket exposure for all participants; added new value-based preventive Rx

design subsidies, and other employee value-added features; while best

positioning employer for upcoming Health Care Reform mandates &

compliance. In brief: A true "win-win".

. Key HR leader, member of Global HR Management team, and talented cost

cutter in identifying, tracking, and reducing benefits related total

variable & fixed costs. Identified and implemented over $1.6M in total

savings.

. Worked across functional and geographical lines to redesign and develop

an entirely new and more fully integrated absence and disability

management program for the US and Canada, integrating five (5) previous

vendors into one.

. Designed and delivered entirely new employee communications resources,

including a new 24/7 benefits site; new media including live webinars; &

partnered to create an entirely new US benefits summary to promote

employer value proposition.

. Successfully delivered an entirely new "Retirement Fair" forum --

providing an integrated employee educational event focused on retirement

readiness; including sessions on planning for both medical and income

needs.

. Provided ongoing leadership and served as a subject matter consultant to

the Americas Retirement Oversight & Global Wellness Committees.

Benefits Manager (2008-2012)

Macalester College - Saint Paul, MN

As one of three HR Managers, managed all health & welfare, retirement, and

disability benefit programs for 650 staff and faculty employees. Designed

or redesigned several new benefit plans and programs, including a new short-

term disability plan, new HSA contribution structures to enhance

participation, and a full suite of employee benefits related educational

content offered through multiple semi-annual all campus training events.

Select accomplishments:

. Supported design and delivery of entirely new compensation program based

upon newly created job families.

. Instrumental in development of process design and implementation with

regard to all leave and FMLA requirements, including parental leave, ADA

and ADAA.

. Designed, developed and managed all new benefit plans & programs along

with policies and procedures, including implementation of HDHP w/HSA

consumer driven health plan, new short-term disability plan, and commuter

benefit plan.

. Successfully shepherded organization from fully insured to a self-funded

health platform. Designed creative solutions for retiree health provision

leveraging Medicare for maximum cost savings.

. Created high-quality employee education and benefits information forums

and content, delivered excellent internal customer service, and leveraged

aggressive vendor negotiations to maximize the overall employee value

proposition in all benefit programs.

. Served in leadership positions in 5 campus committees and served on the

executive board of MN College and University Professionals in Human

Resources (MN CUPA-HR).

Benefits Analyst / Member Services (2007-2008 Temp)

ELCA Board of Pensions - Minneapolis, MN

Offered subject matter expertise, guidance, and counsel to 50,000 benefit

eligible members in all health & welfare, 403bretirement and disability

benefit plans programs. Designated subject-matter expert in disability,

ADA/ADAAA, and FMLA. Selected to represent the entire customer service call

center business unit on the Organizational Change Readiness Committee.

Selected as one of two individuals out of eight temporary employees to be

offered a full-time position. Select accomplishments:

. Instrumental in developing and co-leader in implementing newly created

health and dependent-care FSA plans.

. Key member of change management team tasked with planning and

facilitating organizational restructuring plan.

. Designated subject matter expert on all member disability issues,

benefits, and legal matters.

Management, professional & technical Recruiter (2005-2006)

California Pacific Medical Center - San Francisco, CA

Aggressively sourced, screened, and staffed all health care executive,

management, professional and technical positions in a 6,000 employee

multiple campus hospital. Lead outplacement program for all displaced

employees due to M&A. Select accomplishments:

. Successfully staffed over 150 hard-to-fill positions requiring rare

expertise with consistently high quality talent.

. Utilized cost-effective sourcing and other techniques to craft

quantifiable sourcing and recruiting metrics, including best return on

investment (ROI) per hire.

. Developed and directed internal project to create career resource center

offering support for displaced workers.

HR Disability Manager (2002-2005)

Kaiser Permanente Medical Center - San Francisco, CA

Managed all integrated absence and disability benefits and programs,

including return to work programs & workers' comp for a 4,000 employee

integrated medical clinic/hospital. Responsible for managing between 100

and 250 employees in a temporary modified work program allowing

injured/disabled employees to remain gainfully employed and saving the

facility in lost productivity recharges. Select accomplishments:

. Key HR leader and organizational management's representative and

consultant to the Labor-Management Partnership's Workplace Safety

Committee bringing 23 bargaining units to forge a consensus driven

Workplace Safety Program, which reduced work related injuries by 50% over

5 years.

. Crafted, implemented, and managed organization's return-to-work programs,

supervising up to 200 participants at once.

. Saved $1.3+MM in FY2004 by aggressive management of modified work /

return-to-work programs and dramatically reducing lost work-day

recharges.

Regional Human Resources Manager (2000-2002)

Gilbane Building Company- San Francisco, CA

Multi-state HR Manager creating and leading the entire function for a start-

up region with an established $5 Billion private construction management

company. Select accomplishments:

. Strategic HR leader and part of core regional executive team, responsible

for strategic planning and all HR functional expertise and business

partnership to achieve key business objectives and expansion, including

employee relations, succession planning, and supported regional market

compensation programs.

. Delivered several strategic initiatives, including leading all regional

talent acquisition & development.

. Developed new regional 24/7 employee online educational portal (i.e.

"Gilbane University").

prior experience (1996-2000)

HR Manager for Project Management Associates in San Francisco, CA (M&A)

. Delivered total human resources generalist and specialty solutions in

all key HR functional areas of expertise and sole HR expert and

business partner for 120 employees.

HR Coordinator for Pasqua Coffee in San Francisco/Los Angeles, CA, and New

York, NY (M&A)

. Delivered single-source solutions in all key HR functional areas of

expertise as sole HR expert for 500 employees.

Education & Credentials

Degrees:

. Master of Arts, Organizational Management / Leadership (MAOM), 2010 -

Ashford University, Forbes School of Business, Clinton, IA (GPA:

3.82/4.00)

. Bachelor of Arts (BA), Psychology / Urban Studies, 1996 - University of

Minnesota, Minneapolis, MN

Professional Certifications:

. Certified Employee Benefits Specialist (CEBS) (IFEBP & Wharton School of

Business at University of PA, 2014)

Including: Group Benefits Associate (GBA) & Compensation Management

Specialist (CMS) Specialty Certificates

. Senior Professional in Human Resources Management (SPHR) (HRCI, 2009)

. Certified Professional in Disability Management (CPDM) (IEA, 2002)

. Professional Certificate in Human Resources Management (San Francisco

State University, 2000)

. Certificate in Global Benefit Management (IFEBP, June, 2013)

. Certificate in Canadian Benefit Plans (IFEBP, October, 2012)

Software:

Internet, Word, Excel, PowerPoint, Outlook, Access, Acrobat, Captivate,

Slideshare, Banner, SAP, HRIS

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