Brookhaven_JulyAug_13 - Military Outreach for Service
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Brookhaven_JulyAug_13 - Military Outreach for Service
W&I offline News for employees - Volume 4 Number 7 Inside this Issue MOS raises funds for charity....2 Brookhaven Inventory Days.....2 Meet René Schwartzman..........3 EPIQ success in AM.................4 Patriot Award winner...............5 HALO winner spotlight...........5 A Day in the Life......................6 Durand works her plan.............7 New managers get FMS training.....................................8 Reaching for the stars...............8 Milestones................................8 Brookhaven Campus July/August 2013 Holtsville • Buffalo • Puerto Rico Brookhaven Accounts Management welcomes new leadership team B rookhaven Accounts Management recently announced selections to the directorship’s Senior Management Leadership Team. BAMC welcomes Patty Gonzalez Patty Gonzalez and Selene Markowitz in their new roles as operation managers and looks forward to Lina Rosa’s move from the Puerto Rico Call Site’s operations manager position to BAMC P&A chief. Patty began her career in 1983 as a data transcriber and worked throughout Submission Processing as a manager and section chief. She was an analyst on the AM P&A staff, and most recently, was an AM department manager. Patty looks forward to helping employees reach their potential in her new role as operations manager. She says, “The aspect of teaching, watching others grow and having employees reach their goals is a big part of why I chose to be a manager.” Patty loves to laugh and besides bringing her sense of humor to the demanding position, she will rely on her extensive knowledge of BAMC to help the directorship achieve its goals. Selene began her IRS career in 1985 in the Accounting Service Center Control File. Since 1987, she has worked in a variety of AM positions including Adjustments tax examiner, toll-free customer service representative and lead. She has been in management for more than 13 years and held the position of department manager for Selene Markowitz Lina Rosa four years. She is a 2012 SMRP graduate. Selene brings her lead by example philosophy to her new role. “I consistently strive to exhibit integrity and sound judgment to inspire my employees to achieve high performance,” she says. According to Selene, one of the greatest benefits of being a leader is being able to mentor and guide employees toward their career goals. “I am inspired when my employees develop initiatives and improvement strategies to enhance service to our taxpayers.” Lina Rosa has been with the IRS for 30 years. She began her career as a clerk in the Collection Branch, which later transitioned to ACS, and later became a contact representative. In 1989, she began her career in management, and in 1995, she was selected for a position in Accounts Management. She has been an operations manager since 2010 and is moving from the Puerto Rico Call Site AM Operation to head the P&A Operation for BAMC. Being from a remote site, Lina tells the W&I offline she is excited to learn more about See BAMC: on Page 5 MOS sponsors Brookhaven fundraiser to help deployed troops overseas B rookhaven Chapter of Military Outreach for Service president Maureen Higgins wanted to do something different this year. For many years, Brookhaven employees have been sending care packages to troops and family members deployed overseas. Maureen found that a good portion of the monies raised for these fundraisers had to be used toward postage and handling fees — not where it was needed — in the supplies that shipped in the packages. That is where the Jacob’s Light Foundation came in. Jacob’s Light is a local charity that sends American deployed military troops the necessities and comforts of home. Due to the huge support the foundation receives from sponsors and the U.S. post office, a bigger percentage of the money collected goes toward the amenities shipped to the troops rather than the fees. Maureen decided to get a committee together and hold a silent auction, where all the proceeds would go directly to the charity. Several operations from different business units throughout the campus donated raffle baskets, with various themes, for the auction. From Summer Fun baskets to a basket filled with gift cards for local eateries — even Acting BAMC Director Charlotte Kieliszek (left) and Brookhaven Campus Compliance Operations Director Randy Swartz were both on hand to draw the raffle winners of the MOS Silent Auction, a fundraiser coordinated by Brookhaven MOS chapter president Maureen Higgins. a bicycle was up for grabs. Employees could bid on something that interested them. The auction lasted two weeks and raised more than $4,200 for the charity. Maureen said with all the tough times lately, she could not be happier with the response. “Campus employees and management put that all aside and still stepped up to help our troops once again.” Brookhaven Inventory Days aim to reduce paper inventory Beginning in May, Brookhaven Accounts Management became part of an enterprisewide effort to reduce paper inventory. IMF Adjustments paper-inventory sites rotated Inventory Days. Brookhaven referred to the events as Blitz Days and used the opportunity to focus on closing taxpayer write-in cases. On a Brookhaven Blitz Day, the call site directed all toll-free calls (except Practitioner Priority Services) to other sites, and the managers designat- 2 W&I offline • July/August 2013 ed CSRs to work paper inventory. In the five days held at BAMC alone, the site reduced inventory by closing more than 49,000 cases. P&A Operations Manager Tommy Nicolazzi saw how employees took pride in the opportunity to reduce the overall enterprise inventory. “We saw with our results how our employees made a concentrated effort to maximize their efficiency and service as many of the taxpayers who wrote in to have an issue resolved.” According to Maureen, she could not have done it without the support of employees and management who gave generously and the committee members, Karen Esposito, Valerie Augello, Rachel Farrell, Marjorie Felicciardi, Diana Felix, Lesly Galloway, Ted Hollman, Ernest Jackson, Margaret Lauer, Kathleen Ryan, Lesly Schaefer and Herman Tumm, who helped. W&I offline News for employees - Brookhaven Campus If you have a news item or need a photo for a news item, please contact the Communications Office. W&I offline 1040 Waverly Ave Stop 980-A Holtsville, NY 11742 631-654-6424 Communications Office Danielle Dallara Campus Directors Charlotte Kieliszek (Acting AM) Randy Swartz (CS) Snapshot of a Leader: René Schwartzman We asked Business Modernization Office Executive René Schwartzman to tell us a little about herself and her thoughts on growing as a leader. What are the responsibilities of your organization? BMO is responsible for business oversight and implementation of key enterprise-wide information technology solutions. This includes modernization projects like CADE 2, Return Review Program and Account Management Systems; while maintaining the EFDS and IMF legacy systems. We also implement re-engineered business processes to improve the internal and external effectiveness and efficiency of the Service. What are your tips for advancement – within the IRS or in general? These are simple actions that worked for me, and I believe they can work well for others, too. 1.Do the absolute best you can at your current job. It’s good to have a goal in mind, but you need balance. A person should not be so focused looking for their next job that they lose focus on doing their best at their current position. 2.If your performance is exceptional in your current position, you will be recognized for possible advancement opportunities. You won’t have to seek out mentors; people will naturally want to help you advance to achieve your goals. 3.Be willing to take the assignment that others don’t want. That might be taking a detail on another shift or stepping up to be an instructor. Your willingness to do these types of things may get you the positive attention you desire. Sometimes it’s about being in the right place at the right time. How do you sharpen your leadership skills? I do the typical things; take training or participate in workshops, read leadership books or articles. What helps me most is mentoring. My own thinking is sharpened. The questions I’m asked press me to think and articulate my leadership philosophies in fresh ways. I always feel that I have learned more than I have taught. How do you determine or evaluate success? Success is achieving something I didn’t think I could. In 2008, I was asked to take a position in an area in which I felt ill-equipped to be successful. I relied heavily on staff members and colleagues to help me learn quickly and navigate my way through a complex and important project. Ultimately, I felt comfortable in my new environment, and my team and I had great success. Lesson learned — never underestimate yourself. René Schwartz man Business Moder nization Office René’s Close-up Born and Raised in: Clinton, Iowa Family: Married, two daughters Favorite vacation spot: Any place with a beach. Favorite movies: “Remember the Titans.” The movie is about personal victories, team victories and victories over racism — all combined with the victories won while embracing change and finding conflict resolution and the consequences and hardships by not accepting it. Hobbies: I love to cook. Surprising fact about you: My first real job was to detassel corn. It’s hard work, but a “rite of passage” for many Midwestern teens. The pride and work ethic it instills in rural youngsters, like me, benefits us for a lifetime. Prepare for natural disasters by safeguarding tax records W ith the start of hurricane season, the IRS encourages you to safeguard yourself against natural disasters by taking a few simple steps. Create a backup set of records You should keep a backup set of records, such as bank statements, tax returns, insurance policies, etc., in a safe place stored away from the original set. Even if the original records are provided only on paper, they can be scanned into an electronic format and then downloaded to a backup storage device or burned to a CD or DVD. Inventory your valuables Take pictures or videotape the contents of your home, especially items of higher value. The IRS has a disaster loss workbook, Publication 584 that can help you compile a room-by-room list of belongings. A photographic record can help prove the market value of your items for insurance and casualty loss claims. Update emergency plans You should review emergency plans annually. Personal situations change over time, as do preparedness needs. The IRS is ready to help If disaster strikes, call the IRS Disaster Hotline at 866-562-5227 to speak with a specialist trained to handle disaster-related tax issues. For more information, visit the Tax Relief in Disaster Situations page on IRS.gov (http://www.irs.gov/ uac/Tax-Relief-in-Disaster-Situations). W&I offline • July/August 2013 3 Building on success continues in Accounts Management I n Accounts Management, building on the success of improvement initiatives and prioritizing and implementing new ones is a way of life. Whether big or small, improvements make a big impact considering the volume of phone calls, paper correspondence and other work that comes through AM each year. During the 2013 filing season, AM employees answered more than 14 million calls, closed 5.9 million IMF and BMF correspondence cases and scanned more than 2 million documents. Saving a few seconds here and there quickly adds up, but how does AM do this? That’s where the Excellence through Productivity Improvement and Quality program steps in. We asked Paul Wight, supervisory program analyst, about the program to learn more. Q. What is the EPIQ program? A. AM’s Concept of Operations outlines the vision and provides a five-year roadmap for improving service to customers. EPIQ implements these improvements, ensuring that employees have the skills, knowledge and tools they need to provide top-quality service. Q. What are the goals of EPIQ? A. EPIQ focuses on improving the tools, procedures and training for AM employees and managers, while identifying opportunities to deflect customer demand to lower cost delivery channels like telephone automation and IRS.gov. Q. How is EPIQ making a difference in Accounts Management? A. EPIQ is making a difference in several ways, for example: • The Visual Management and Transfer PIN initiatives are decreasing average handle time, influencing both customer and employee satisfaction, positively. • Employee training imThe Accounts provements like the simuManagement Vision: lated training exercises To provide customers with and changes to Continueasy and timely access to ing Professional Educaaccurate and user-friendly tion increase employee tax law and account satisfaction. services delivered through • The IMF Adjustments operational efficient, Screener Process reduces multi-channel contact response time for taxpayer centers. correspondence, increasing customer satisfaction and improving business results. Q. How do you determine EPIQ’s success? A. We focus on improving service to customers. At the same time, we’re really interested in employee and manager feedback to hear how EPIQ initiatives are working. Not all the feedback has been positive. Nevertheless, we want to hear not only about what’s working, but also what’s not. We’re in this together, so it’s only through feedback that we can improve. Q. What has been your most rewarding EPIQ accomplishment? A. EPIQ is all about providing AM employees and managers with tools to accomplish IRS’s mission of providing top-quality service to America’s taxpayers. When we receive feedback that EPIQ has made a positive difference for our employees and managers, such as the development of the AM SERP Portals — it really makes our day. Q. What is in the future for EPIQ? A. EPIQ is looking at the overall approach to customer demand and a comprehensive strategy to address it. For example, we are analyzing our oral authority procedures and identifying opportunities to streamline procedural guidelines, wherever possible. Stay compliant with employee tax obligations Although the 2013 filing season is over, you can still educate and remind yourself about important tax compliance obligations. There is a wealth of information available not only on the Employee Tax Compliance website (http:// hco.web.irs.gov/ETC/index.html), but also with two new resources that are available. One is a handy quick-reference brochure (Doc. 13088, Your Employee Tax Compliance Responsibilities) that details tax compliance responsibilities, how IRS identifies potential employee tax non-compliance and the potential consequences of not meeting tax compliance responsibilities. The brochure also provides general guidance about how you can help yourself. 4 W&I offline • July/August 2013 The second is a 33-minute Centra Employee Tax Compliance course (#53469) that can be accessed via ELMS. The video concisely explains the importance of staying tax compliant and all it entails. By the end of the session, you will know your ETC responsibilities, how you can avoid or minimize tax problems and what to do if you discover you have a tax problem. If you have any questions about how to complete your income tax return, check the 1040 Central website (http:// win.web.irs.gov/taxtime/1040Central.htm), www.irs.gov, call the toll-free IRS number (1-800-829-1040) or consult a professional tax preparer. Brookhaven ACS manager honored with Patriot Award A CS front-line manager Ingrid Allgaier was honored with an Employer Support of the Guard and Reserve Patriot Award. ACS employee and United States Coast Guard reservist Carl Licitra, nominated Ingrid for this award. The Patriot Award recognizes individual supervisors — who are nominated by an employee serving in the National Guard or Reserves — for their support provided directly to the nominating service member. The award reflects the efforts made to support Citizen Warriors through a wide range of measures, including flexible schedules and approved leave — if needed. Ingrid Allgaier was nominated by her employee, Carl Licitra, for the Patriot Award, an award that recognizes supervisors for their support and guidance of employees who serve in the National Guard or Reserves. BAMC spotlights servant leadership with HALO Awards As part of their WILL Servant Leadership Lessons, students from last year’s Brookhaven Accounts Management class created the Helping And Leading Others Awards as a way to recognize employees who embody the values of servant leadership. They continued with the honor this year by awarding six employees who showed a true motivation to serve others. In this special series, BAMC will spotlight a HALO winner monthly in the Brookhaven W&I offline. This month features Kathy Kaziun, a Quality Team tax analyst. In Kathy’s nomination, she is described as a positive person who is generous with her time and knowledge. “She is willing to go the extra mile for the good of her fellow workers, managers, BAMC and the enterprise, as a whole.” This dedication was apparent while she worked to deliver the Injured Spouse training. She used her expertise and prior injured spouse training experi- ence to adapt the training module within the framework of the new headquarters Learning and Education newKathy Kaziun hire Injured Spouse curriculum. She then delivered a train-the-trainer class to BAMC instructors who, in turn, successfully delivered the training to 110 new hires. She made herself available throughout the entire process. Daily, she prepared a rollup of reviews and provided valuable feedback to the training teams and management throughout the entire review process. Kathy is the go-to person for technical advice. According to her nomination, she never looks for a reward. She just likes to help and is passionate about her job. She is a leader among her peers and mentor to all — something that servant leadership is all about. Ingrid’s efforts helped reduce the concerns that Carl and his family had about his leave, pay and benefits regarding his military service. She provided him with information and guidance related to the IRS policies on military leave. She also diligently completed all the Office of Personnel Management mandatory paperwork. According to Carl, “It was with great pleasure that I nominated my supervisor for the ESGR Patriot Award. It is great to be a part of ACS Team 306!” The ESGR presented Ingrid with a certificate of recognition for the award. BAMC: New leadership selected Continued from Page 1 how work is conducted in a campus environment and experience the balancing of the telephone and paper programs. She will rely on her strong communication skills to guide her in her new role. “Open and honest feedback is an important factor as well as accepting feedback constructively and implementing suggestions and recommendations accordingly,” she says. Acting BAMC Director Charlotte Kieliszek looks forward to Patty, Selene and Lina taking on their new leadership roles. “They bring a wonderful balance of knowledge and fresh perspective to the senior leadership team. We welcome them,” she says. W&I offline • July/August 2013 5 S enior tax analyst Stan Hazelgrove is the liaison A Day in the Life ... between Accounts Management and the Business PerStan Hazelgrove formance Lab group in Return Senior Tax Analyst, RICS Integrity and Correspondence Services. He has been with the IRS 29 years and joined RICS through a recent business reorganizaselect a return with a potion. tential identity theft issue, The partnership between AM and the IRS sends the taxpayer a letter. The RICS is vital because the customer taxpayer may attempt to authenticate service and revenue protection the orga- their identity and provide proof they nizations provide, respectively, go a long filed the return in question. They can way toward offering affected taxpayers a do this through an IRS Web application little peace-of-mind and faster account or by calling the IRS using a dedicated resolutions. “My main goal is to protect toll-free line where they may be able to the revenue from going out the door on speak directly with a customer service non-compliant or identity theft returns representative in AM. while minimizing the impact on innoStan reviews the filtered results and cent taxpayers,” said Stan. looks for improvement opportunities Coming from an AM background, and ways to identify new schemes. He Stan understands both sides of the proshares his findings, including trends, cess. He works closely with other RICS with the RICS teams and AM. employees who develop models and “I always knew there were identity filters to detect potential identity theft theft return issues, but I didn’t underschemes. When these models and filters stand the magnitude. Being a part of the RICS organization has opened my eyes to the hard work the IRS does, and RICS has a very important role in that process,” he explained. “Every day is a new challenge as we look for more opportunities to improve our identity theft processes while at the same time help to move and process returns quickly for legitimate taxpayers.” Stan’s favorite part of his job is that it’s challenging, exciting and ever-changing. “It’s a great feeling to know that in the current financial climate our nation faces, we have the opportunity to protect resources efficiently and effectively while being good stewards. “My reward is two-fold — I have the satisfaction of protecting revenue and the satisfaction of knowing that we’ve done all we can to protect taxpayers.” Read about other positions we’ve featured in the A Day in the Life series by visiting http://win.web.irs.gov/offlines/wi_offline_ADITL.htm. Get ready for the Affordable Care Act T he IRS has a limited role right now regarding the Affordable Care Act health care law. While the Department of Health and Human Services has the lead on all ACA health insurance and health care policy provisions, the IRS administers the tax provisions that are part of the law. Some of these tax provisions are in effect now and more tax law provisions — especially those relating to the purchase of health insurance coverage — will go into effect in 2014 and 2015. Online Resources The Affordable Care Act, or Healthcare Law, adds new health insurance coverage and financial assistance options for individuals and families. The new IRS flyer, Healthcare Law Online Resources (Pub 5093), lists internet resources available from our federal agency partners including the Department of Health and Human Services, the Department of Labor and the Small 6 W&I offline • July/August 2013 Business Administration. IRS.gov and HealthCare.gov recently launched new ACA Web pages. HealthCare.gov explains how the Health Insurance Marketplace will work, what choices individuals will have, and how to get ready. Marketplace open enrollment begins Oct. 1, 2013 and runs through March 31, 2014. HealthCare.gov has comprehensive Marketplace information. IRS administers the tax law provisions of ACA. The IRS.gov/aca Web page explains the tax benefits and responsibilities for individuals, families and employers. It also has information about how the health insurance choices you make may affect the tax return you file in 2015. Outreach and Education The ACA Office is responsible for reviewing all ACA content and products. The ACA speaker’s cadre will manage stakeholder outreach and education requests related to ACA tax law implementation during the 2013 Marketplace pre-enrollment and enrollment period. The ACA cadre includes speakers from each business unit. The IRS Nationwide Tax Forum is featuring separate ACA sessions about health care-related tax provisions for individuals and businesses. The sessions are providing details about provisions that may affect taxpayers in 2013 and a preview of 2014. The ACA Office is currently developing an ACA awareness module — including key acronyms — for customer-facing relationship managers and employees. Tell your family or friends to visit Healthcare.gov to learn about obtaining health care coverage or financial assistance to purchase coverage. For the latest information about ACA tax provisions, visit www.irs.gov/aca. Karen Durand plans her work and works her plan P lanning is key to achieving your goals says W&I SPEC supervisory tax consultant Karen Durand. “Developing a Career Development Plan through the Leadership Succession Review ... created a path for me to get where I wanted to go,” she says. “It outlined all the things that I need to accomKaren Durand plish; participate on a team, read self-development books and become familiar with various critical work processes.” Karen’s favorite aspect of the Career Learning Plan is that you can build on it and track your accomplishments. “I love leadership because of the opportunity I get to help develop others. Everyone needs someone to take interest in their career and provide guidance in facilitating their development. Many people helped me, and they continue to do so.” Karen began her IRS career as a student intern in 1980. She has since worked as a revenue agent, a quality reviewer on several teams, been detailed to various positions and became a supervisory RA in 1991. She also served as an EEO counselor for six years. “This was an exceptional experience, because I learned a lot about the Service and the importance of networking with upper-management and executives.” Due to her performance in this position, she received the Commissioner’s Outstanding Employee Award for EEO & Diversity. In 2001, she accepted an analyst position, but soon missed being in a leadership role and the opportunity to facilitate the careers of others. “I freely admit that I didn’t think that I needed to apply to any program,” Karen shared with a smile. “I already had 10 years of management experience.” But, mentors encouraged her to apply to the Senior Manager Readiness Program through LSR. “This was not an easy feat,” she quipped. “But, the 3rd time was a charm!” Karen offers a few of the lessons she learned through her career planning process: • Be open to the opportunities presented to you. • Take advantage of all training offered — technical, certified instructor, recruitment, workshops, management and leadership training, etc. • Take the chance, even if you are uncertain. • Don’t be discouraged by a process. Sometimes, it takes longer than you expect. She highly recommends reading For Your Improvement – A Guide for Development and Coaching. For more information about career planning, visit the Leadership Development and Succession Planning website (http://win.web.irs.gov/LDSP/LDSP.htm). It’s time for your 2013 Mandatory Briefings T o get started with your Mandatory Briefings, go to ELMS (https://elms.web.irs.gov) and log in. Review your To Do list to find the briefings assigned to you. There are more “testing out” options this year that may save you some time when completing the briefings. Don’t delay. Get your briefings done today! Note: W&I Submission Processing (campus) employees will take their briefings between January and May 2014. Mandatory Briefings Wordsearch Mandatory Briefings are coming. How many of the briefing-related terms can you find? For more information on Mandatory Briefings, visit http://e-learning. web.irs.gov/Briefings/index.html. Y M H T C P Y K X H F P T P S E T A S P H E Y R O E U R A D E E B N O Y N N R D O U N S E N L O H D P R M A G O O E S S G A N L D A O C N L F V B W K G P E D E X T I N E T M N O M N T C L A R T O A E U Y Z R L I O O N C S A R R H P M I D X L P U U E P F J T Y T I G T A I E C T Q C O G N I H S I H P A V L I A J R M A N A G E R I M I C A B L E L O C K P M X R P R Y A R S W T H T I M A X M R D J P D L O H W I G O P Y B N O D J Y E P E G D A B S C Y BADGE CABLELOCK CADE CLEAN DESK DRIVE EDE EEO ENCRYPT FORM IRM JAIL LAPTOP MAILING MANAGER MANDATORY NOFEAR PASSWORD PENALTY PHISHING PII POSH POWEROFATTORNEY SPAM TESTINGOUT THUMB TIGTA UNAX W&I offline • July/August 2013 7 Compliance Dorothy Mirro: Thank you for your assistance. You were very prompt and thorough. Stephen Cohen: Thank you for the incredibly excellent service you provided to me. The process of my offer-incompromise was pleasant because of you. Reaching for the stars Nejla Moore: You are an asset to the IRS customer service group. Julie Stieler: I appreciated the way you provided me service. You were pleasant, polite and knowledgeable. Carmen Sandoval: You provided a detailed explanation to my inquiry in a courteous manner. You are an asset to the Agency. Louis Calderone: You are an excellent customer service representative who went the extra mile to help satisfy my inquiry. Laurie Mindel-Murtagh: I’ve called several times, and no one was able to assist me until I reached you. Emily Frevele: You are not only always pleasant and cordial in your conduct, but also very well prepared with the details of my case Complimentary letters Wanda Oquendo: You whenever I called. You have provided excellent serto employees vice an extensive knowledge of in a clear manner. I IRS code and regulations, was very satisfied with your work. and were never at a loss when it came Aurora Rutzen: I am very appreciative to knowing what documentation was of your excellent work. You were kind required in support of my specific offerand professional throughout my call. in-compromise. Gary Style: You saved me time. You Accounts Management were logical and well organized. Heather Senior: Thank you for resolvRosa Nater: I was very satisfied with the ing my issue in an easygoing manner responses you provided to my inquiry. that did not make me feel stupid. New managers get FMS training Russell Zambito: You were so professional and your customer service skills are great. Chris Cockbill: You were patient and cooperative, and you treated me with respect. 30 Years of Service Patricia Gonzalez, Helen Keane, Rachel McCarthy, Frederick Shear, Mary Szurko 25 Years of Service Diane Arrigo, Madelene Basile, Lisa Doran, Diane Cuomo, Eileen Falco, Dawn Gould, Mary Hale, Stephanie Hanauer, Andrea Hank, Michael Harrington, Angela Leonard, Regina Marchesano, Jeanette McKay, Thomas Meehan, Sally Molina, Gloria Muller, Phyllis Nardella, Rennie Ormandy, Barry Staebell, Cathy Steketee, Patricia Stout, Patricia Vignera 20 Years of Service Francine Ciota, Giorgina Gallagher, Richard Kuchta Jr., Robert Lee, Deborah Novelli, Joseph Panzella, Veronica Sanchez 15 Year of Service The Brookhaven Campus recently held a Fundamental Management Skills class. FMS is a blend of training designed to equip new managers with the knowledge and skills needed to timely and correctly perform the transactional and administrative procedures necessary to maintain a productive and engaged work team. 8 W&I offline • July/August 2013 Ramon Carpena, Deborah DelValle, Jill Dunham, Margaret Fried, Josephine Guerra, Robert Hartfield, Natalie Manuella, Allen Moriarty, Andrea Walek, Sheenu Varghese If we missed your milestone, let us know. Document 11764F (Rev. 7-2013) Catalog Number 54328Z Department of the Treasury Internal Revenue Service publish.no.irs.gov