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Brook Bise
Principal at Customized HR Solutions, LLC
Professional Background
Brook Bise is a seasoned professional specializing in compensation and benefits consulting with a focus on delivering effective retirement plan and payroll advisory services. With years of extensive experience, Brook has honed his expertise in various substantive areas, providing invaluable guidance to organizations navigating the complexities of employee benefits and compensation structures.
Retirement Plan and Payroll Advisory Services
Brook's core expertise lies in evaluating and designing both qualified and nonqualified plans while ensuring compliance with internal revenue and labor regulations. His proficiency extends to conducting thorough operational reviews of plans, enabling organizations to meet compliance standards and optimize plan performance. He possesses deep knowledge in plan correction services, facilitating successful resolutions in accordance with the IRS and Department of Labor (DOL) guidelines, including Voluntary Compliance Program (VCP), DFVC, and VFCP submissions.
Additionally, Brook performs non-discrimination and coverage testing and corrections, essential for safeguarding companies against potential compliance issues. With a well-versed understanding of IRS audits, he supports organizations through the intricate audit processes, providing essential audit support that allows for smooth navigation of any challenges that may arise. His expertise in control group analysis further enhances the strategic planning capabilities for organizations seeking to optimize their employee benefit offerings.
Health and Welfare Advisory Services
Beyond retirement and payroll advisory, Brook also offers comprehensive health and welfare advisory services aimed at shaping effective benefit plans. He is well-versed in health care reform compliance, specifically in relation to the Affordable Care Act. His thorough understanding of HIPAA regulations allows him to conduct audits and training sessions, ensuring organizations remain compliant with sensitive health information regulations. Brook also specializes in human resource outsourcing services, enhancing organizational efficiency and effectiveness through tailored HR solutions. He conducts dependent eligibility audits and nondiscrimination testing, ensuring that health and welfare benefits are administered fairly and transparently.
Brook's role as a Principal at Customized HR Solutions, LLC is a testament to his leadership capabilities and strategic vision within the compensation and benefits arena. He fervently addresses the unique needs of each client, customizing solutions that drive value and compliance throughout their operations. His former experience as Director at Denver Compensation & Benefits, LLC has further solidified his status as a leader in the industry, where he was instrumental in shaping best practices within employee compensation frameworks.
Education and Achievements
Brook Bise’s academic background laid the groundwork for his professional achievements. He earned his Bachelor of Science degree in Business Administration with a concentration in Accounting from Colorado State University. This educational foundation serves as the cornerstone of his extensive knowledge in financial management and regulatory compliance, empowering him to excel in his career.
His career trajectory features significant positions, including his role as Audit Signing Senior Manager at EKS&H and as Director at Anton Collins Mitchell LLP, where he applied his robust analytical skills to ensure regulatory compliance and sound financial practices. Furthermore, as a Manager of Benefits Finance at Media One and an Audit Senior at Arthur Andersen, Brook developed a holistic understanding of both broad-scale financial mechanisms and detailed compliance requirements. Each of these roles has contributed to his extensive knowledge of compensation and benefits, allowing him to address the evolving challenges organizations face in these critical areas.
Achievements
Throughout his career, Brook has demonstrated a strong commitment to enhancing organizational compliance and efficiency in employee benefit plans. His achievements include:
- Leading successful plan evaluations that have improved operational efficiencies for numerous clients.
- Facilitating seamless audits with the IRS and DOL, which has resulted in significant cost savings for organizations.
- Spearheading successful VCP, DFVC, and VFCP filings, helping clients resolve compliance issues while avoiding penalties.
- Providing transformative designs for health and welfare benefit plans that align with current market needs and legal standards.
Brook Bise’s extensive knowledge in compensation and benefits, coupled with his commitment to client success, positions him as a trusted consultant in the industry. His dedication to staying on the pulse of regulatory changes and maintaining compliance exemplifies his professionalism and expertise in the field. Being a principal at Customized HR Solutions, LLC, he continues to empower organizations to navigate the evolving landscape of employee benefits and compensation, helping them thrive in a competitive marketplace.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
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Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.