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Manager Management

Jacksonville, Florida, United States
August 13, 2018

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Erwin L. Lax, MBA, MAOM

**** ***** ***, ************, ** 32218

Residence 904-***-****

Cell: 904-***-****


Experience includes more than 22 years successful experience providing fiscal, strategic and operations leadership in not-for-profit and public administration environments. SUMMARY OF QUALIFICATIONS

Dynamic, results-oriented leader with a strong track record of performance in turnaround and fast-paced organizations. Utilizes keen analysis and insights to drive organizational improvements and implementation of best practices; Superior interpersonal skills, capable of resolving multiple and complex (sales, human resources, contractual, financial, operational) issues and motivating staff to peak performance; Strong relationships with community leaders.

Organizational Development

Legal & Risk Management

Benefits Administration



Government Relations

Financial Management


Strategic Planning

-Board Management

Volunteer Recruitment

Keen Interpersonal Skills

HR Program/Policies & Procedures

Team Building & Performance Improvement


Project Manager and Facilitator for the development and implementation of new state-of-the art customized computer system to track, place and reconcile employer work-orders, labor dispatch, time and attendance monitoring and collections of all applicable assessments for the Jacksonville Maritime Association/International Longshoremen’s Association Welfare, Pension and Container Royalty Funds 2015

Planned and Directed National Special Event for ILA Local 1408 75th Anniversary attracting more than 2,500 participants 2012

Restructured JMA/ILA Management Processes, Implement New Computer Systems, Financial Accounting Systems and Board Meeting Processes 2006

Planning Chief Mayor John Delaney’s TQM Leadership Team receiving Governor’s Sterling Award 2005

City of Jacksonville Super Bowl Advocacy Team Lead 2004

Managed and Directed Fund Raising Strategies raising more than $50 Million for United Way 1981 – 2003 respectively


Fund Administrator 2004-Present

Jacksonville Maritime Association/ International Longshoremen’s Association Welfare & Pension Administration, Jacksonville, FL

Manage all business and operational activities for JMA/ILA Welfare & Pension Administration consisting of a $1.2 million Container Royalty Fund, a ERISA regulated multiemployer Welfare Fund Funds valued at more than $2.8 million and a ERISA regulated multiemployer Pension Fund valued at $65 million. These ERISA funds provided benefits for 1,200 participants and family members in the greater Jacksonville, FL area.


Ensure federal and state regulatory compliance of the Funds relating to IRS, ERISA, wage/hour and employment laws.

Administer benefits programs pursuant to Master Contracts, Collective Bargaining Agreements and Board of Trustee directives and ERISA regulations.

Direct development of all budgets and monthly financial statements for distribution and approval to the Board of Trustees.

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Erwin L. Lax, MBA, MAOM


F Fund Administrator 2004-Present

Jacksonville Maritime Association/ International Longshoremen’s Association Welfare & Pension Administration, Jacksonville, FL

Manage and schedule Board of Trustees meetings, develop agendas and meeting information, facilitate trustee communications and support.

Acts as the Board’s Chief Liaison with Money Managers, Consultants, Actuary, Auditors, General Councils and other professionals as required

Manage third-party contracts and serve as key contact for all external legal councils, actuaries, insurance consultants, accounting firms and investment custodians.

Direct eligibility and benefits payments for participants receiving Pension, Container Royalty and Disability payments as well as staff payrolls.

Administer employee recruitment and retention, staff development, mediation, conflict resolution, benefits and compensation.

Direct compliance with Trust Agreements, contracts, governance policies, records.

Oversee Investment Consultants activities and schedule investment communications and results to Board of Trustees.

Chief of Strategic Planning 2000-2004

Jacksonville Economic Development Commissions, Jacksonville, FL Served as a member of the Mayor’s cabinet and facilitated the creation, implementation and leadership of the Jacksonville Economic Development Commission’s strategic plan and City of Jacksonville Cross- Functional teams.


Served on the Mayor’s Sterling Leadership Team to implement Total Quality Management throughout the City of Jacksonville as well as provided training for all departments.

Appointed as a City of Jacksonville delegate, successfully leading a six member delegation to Port Elizabeth, South Africa to establish a Sister Cities Program with Jacksonville, developing new foreign trade relations.

Served on a team providing support for the legislative project approvals by lobbying Jacksonville City Council and tracking all proposals and documents.

Performed as supporting manager for preparation of NFL Super Bowl XXXIX Bid Package, which lead to the successful award of a $300 million contract over a four-day event.

Provided leadership for Cross Functional Teams Process Management Training and Strategic Outcomes and Measures.

Vice President Communications/Resource Development (1981-1991), (1998-2000) United Way, (Heart of America, Kansas City, MO; United Way of America, Alexandra, VA; United Way of Northeast Florida, Jacksonville, FL; United Way of Central Florida, Orlando, FL) More than 13 years of experience serving in various roles from support staff to top leadership positions of this not-for-profit organization both at local and national levels. Accountabilities:

Responsible for the planning, supervision and successful execution of Best Campaign Practices to raise more than $50 million for health and human services.

Managed philanthropic fundraising programs in all business sectors, directing various leadership giving clubs and cause-related marketing campaigns at local and national levels. Page 3 of 3

Erwin L. Lax, MBA


Assistant Fund Administrator


Jacksonville Maritime Association/ International Longshoremen’s Association Welfare & Pension Administration, Jacksonville, FL

Managed daily office activities and supervised staff as well as co-managing professional consultants and attorneys.


Experienced in volunteer recruitment, training and management, as well as not-for-profit organizational management and marketing.

Experienced philanthropic advisor to Fortune 500 companies for developments of corporate-wide giving programs

Assisted Fund Administrator in administration of $65 million Pension Fund, $8 million Welfare Fund and $2 million Container Royalty Fund.

Directed all external communications regarding pension and welfare benefits for more than 1,000 members and dependents.

Directly responsible for managing and tracking eligibility of participant benefits, man-hours, handling participant inquires and complaints as well as planning Trustee Board meetings. Assistant Vice President/Community Relations Officer 1995-1997 First Union National Bank (FUNB), Jacksonville, FL Managed Gateway Financial Services Center and its outreach programs and services. Accountabilities:

Developed and implemented financial programs/products targeted for small and micro-business lending as well as provided community outreach.

Co-managed the strategic planning process for creation of statewide corporate outreach initiative while providing direct staff support to Community Development Advisory Council for FUNB and presented quarterly for Suburban Board of Directors.

Developed model for statewide micro business contract lending practices as well as participated in strategic planning for the distribution of corporate contributions. EDUCATION AND CERTIFICATIONS

Masters of Business Administration, University of Phoenix – Finance, 2008 Masters of Arts Organizational Management, University of Phoenix – Human Resources, 2004 Bachelor of Science, Kansas State University – Social Sciences, 1981 Certifications:

Certification of Achievement, AMP Administrators Master’s Program 2015 Process Management, 2002; Total Quality Management, 2002 International Foundation of Employee Benefit Plans Certificate of Attendance (2005-2015) References provided upon request

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