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General Announcements Events Wellness Benefits Training Development Compliance HR Tips Optima Cares D I Employee Recognition Growth OFG Wins Employee Engagement February 2023 All the latest news happenings going on at Orange County Phoenix s best company
GENERAL ANNOUNCEMENTS Core Value Uplift We cultivate a positive culture of development and growth Top 10 January 1st January 29th 1 2 3 4 5 6 6 8 8 Opti Rewards Program Give Earn Redeem Want to learn more about our Rewards Program Click Here Email rewards optimtaxrelief com if you have any questions Michael Keeney Suleman Ahmed Anna Maria Manning AZ Ronny Silva Peter Naggar Jessica Jackson Lily Vu Alejandro Casasola Samantha Callif
Optional Day on February 20th We honor the contributions and sacrifices of all generations of African Americans We celebrate black excellence in our past present and future this month and every month
Volunteer Income Tax Assistance VITA PROGRAM Give free tax prep services to those who need it the most in our community Roles Available Greeters Tax Preparers Support Low moderate income individuals Persons with disabilities Elderly Limited English speakers There will be an informational meeting if you would like to learn more about volunteering CLICK HERE TO RSVP
Diversity and Inclusion Presents Opti Grams Cards For Your Opti Friends Show your appreciation for your fellow colleagues by sending them an Opti Gram Click Here To Order Opti Grams are free to order limit 3 Donations are optional and accepted at the end of the form All proceeds will go to the Pretty Precise Step Team in support of Black History Month Let s lift every voice CULTURE CIRCLE PRESENTS BLACK HISTORY MONTH PRESENTATION Come enjoy our virtual presentation including poetry open discussion and a game WEDNESDAY FEBRUARY 15TH Meeting invite coming soon
Growth Story Book Have you been with Optima for 1 years and able to advance in your career during your time with us promotions licenses certifications Be part of our 60 Optimian alumni this year and submit your story Email with more details coming soon January Step Challenge Great job to everyone who has been participating in this challenge Special shoutout to the Optimians who went the extra step to improve their health averaging several thousands of steps a week Elizabeth Garcia Not Fast Just Furious Lina Vartanian AZ Steppers Anna Maria Manning Sole Mates
Wellness Benefits Reducing Your Stress During American Heart Month Prevention CDC heart disease is the leading cause of death in the United States In fact half of all Americans are currently considered at risk for heart disease and that figure continues to rise Due to the prevalence of the disease February is recognized as American Heart Month to raise awareness about heart disease and prevention To celebrate you can focus on dialing down your stress level Know Where to go for the Right Health Care It s important to know where to go when an illness or injury occurs Below is a quick overview to help you better understand when to use the different options available to you as a member of our medical insurance through Blue Shield of CA Click here to learn more Click here to learn more For instructions on how to access your pending documents click here
Training Development UPCOMING EVENTS PROGRAMS Optima s Leadership Accelerator OLA Phase 1 Optima s Leadership Accelerator OLA Phase 2 Shout out to the following Shoutout to the following leaders for taking the leaders for taking the next opportunity to further develop step in their leadership their leadership skills development Dakota Anderson Scott Bowen Maria Cabrera Jeanette Chenevert Phillip Cruz Kristen Bemis Elizabeth Ramos Richard Hamiprodjo Jennifer Sibrian Derek Stroup Andy Torres Junelle Talkington In this month the cohort of leaders will continue Level 1 of the program In this month the cohort of leaders where they will learn to apply the will be in month 2 of the program goals and growth tools by identifying where they will learn models and and implementing a new leadership strategies on how to coach lead their habit that will strengthen teams and manage performance performance Anyone interested in learning more about career advancement and growth opportunities at Optima email careerdevelopment optimataxrelief com
CA C OMM UNIT Y AC PAR T T I N ON E Pac R S k AHIP Box ev Feb 17 Sign Up H ere vent supp ortin g OC senio rs Feb 22 Sign Up H ere
o t g n i tt you e G Tammie Talarico know My name is Tammie Talarico I am originally from Orange County CA but now call San Antonio Texas home I started my career right out of High School with Bank of America Worked there for several years until it was time to be a stay at home mom After a few small jobs here and there I started at Cox Communications in their Retention Sales Department I was with them until the department relocated out of state Thanks to a friend I made at Cox I was referred to Optima Best career decision ever Thank you Jonathan My husband Bruce and I celebrated our 35th wedding anniversary in August We have 1 adult daughter Samantha a former OTR employee She and her husband Kevin have blessed us with 3 grandsons Shane Tanner and Braedy They are the reasons we are now in Texas Being their Mimi is pretty much the best thing ever Those that know me will tell you my hobbies include attending concerts and Angels Baseball Ball games are a bit few and far between since moving to Texas but I always try to plan a trip to California during baseball season My bucket list is to see all the MLB Stadiums I have seen 18 out of 30 I enjoy traveling to different parts of the country to attend concerts Nashville being my 1 destination In my downtime I enjoy a good binge watch My current addictions are Yellowstone and 1923 If all else fails I can re watch Friends and Schitts Creek over and over
Employee Recognition Anniversaries 13 years Art Fedich 9 years Cristina Abiertas Ching Sau 8 years Fady Attia Luiz Crespo Elizabeth Elias Matthew Larsen Fahad Nizami Letty Palafox 7 years 4 years Jessica Blanchard Nick Hashimi Michael Keeney Albert Manzo Lanette Nguyen Anthony Moffitt Juan Pantaleon Cameron Pinpherk Trista Rodas 6 years 3 years Eydalid Barboza Kayla Jacobson 5 years Sarahi Garcia Serica Gomez Marissa Marin Happy Birthdays Albert Duenas Jennifer Espinoza Elizabeth Garcia Brian Huynh Danielle Macias Erminda Placencio Armando Rojas 2 years Briana Amador John Burns Jack Carlino Kimberly Cortez Keyla Marroquin Angelique Martinez Elizabeth Negron Ian Rongvilla 1 year Natalie Estrada Ashley Gregory Katie Lopez Alan McEneaney Jackie Olvera Samantha Rios Kathy Rodriguez Kimberly Vega Employee Growth New Hires Marvin Valle Client Relations Associate Jonathan Workanah Client Relations Associate Promotions Transfers CLICK ON THE BIRTHDAY BEAR Isaac Cornejo Tax Prep Support Specialist Robert Williams Tax Prep Support Specialist Kayla Douglas Client Relations Associate Rella O Connor Retention Agent 2 Cynthia Valadez Customer Service Rep III Zyprin Vega ACS Case Manager Team Lead
Leadership Fun Facts Maria Cabrera Do you have any pets I am a Dog mom to my beagle mix Cooper He shows unconditional love towards me and my family He loves car rides and new toys to play with What is your most irrational fear My most irrational fear is being shocked by electricity What is your favorite sports team My favorite sports team is the Lakers What is your favorite meal My favorite meal would be some good tacos from a taco stand What is your favorite hobby My favorite hobby is traveling and hiking I love exploring new places and being outdoors
Anna Maria Manning TRAINING DEVELOPMENT SPECIALIST Anna Maria is always smiling every time I see her She provides great training and is just a pleasant person to be around Very pleased with the service Was easy to upload the documents needed for my case The team members were very knowledgeable and informative I would recommend their services to anyone Excellent customer service Dylan Townley was a great help throughout my final stages of resolution These are the tax people to contact to relieve the fears of the IRS To anyone having restless nights thinking of when the IRS going to knock on your door and demand payment for yesteryear s mistakes these are the people to contact I highly recommend Optima Tax Relief
Employee Enter your answer to our monthly question in the link below by no later than February 15th Anyone who participates will receive FIVE Optima Rewards Points You will also be entered in a raffle for a chance to win a 25 gift certificate Congrats to Yarely Elizalde for winning last month s Employee Engagement question 25 gift card coming your way Last Month s Answer 917