Tracey Reid
Union,KY
Summary
Versatile business leader bringing 25 years of experience as accomplished Consultant. Strategic problem-solver, change manager and visionary executive with success implementing plans to meet current and future needs. Key expertise in Unclaimed Property & Risk Management.
Overview
26
26
years of professional experience
Work History
President
Reid Business Solutions (Reid Unclaimed Prop Svcs)
Union, Kentucky
09.2002 - Current
National business consulting firm specializing in Risk Management and Unclaimed Property Compliance/Audit Defense. Managed multiple consecutive Multistate Audits and negotiated Voluntary Disclosures across dozens of industries, saving clients millions in reduced assessments and asset recovery. Compliance and Audit Management in industries including:
- Health care
- Restaurant
- Manufacturing
- Retail
- Insurance
- Utilities
- Oil & gas
- Educational institutions
- Government
- Banking & credit unions
Manager, Abandoned & Unclaimed Property
Ryan LLC
Indianapolis , IN
01.2023 - 02.2024
Manager in National Abandoned & Unclaimed Property group focused on Delaware Audit Defense and Voluntary Compliance Agreement administration for Fortune 100 companies in variety of industries including manufacturing, health care, retail, construction, banking and transportation.
Manager, National Tax Group
Deloitte
Washington, DC
11.1997 - 01.2002
Member of Management Development Program at Deloitte's National Tax Office, as the first candidate from the State and Local Tax focus area, specializing in analyzing case law and legislation to develop tax saving strategies and products for marketing to Deloitte's clients nationally. Created tax and audit products saving millions in recoverable assets and tax savings across a wide variety of industries.
Education
LL.M. (Legal Masters, Taxation) - Taxation
University of Miami
Miami, FL05.1996
J.D. -
Northern Kentucky University Chase College of Law
Highland Heights, KY05.1995
Bachelor of Arts - History, Pre-Law
Thomas More University
Crestview Hills, KY05.1992
Skills
- Process Improvement
- Organizational Leadership
- Regulatory Compliance
- Industry Expertise
- Opportunity and Risk Assessment
- Effective Communicator and Public Speaker
- Compliance Determination
- Program Management
- Contract Negotiation
- Event Planning
- Remote Team Management
- Articulate Communication
- Creating and Delivering Presentations
- Staff Training
- Strategic Planning
- Sales and Marketing
- Vendor Sourcing and Negotiations
- Professional Integrity
- Improve Policies
- Leadership and People Development
- Balanced Work Ethic
- Consulting
Accomplishments
President, Unclaimed Property Professional Organization (UPPO), Held various elected board positions, including Regional VP, Vice-President & President, specializing in unclaimed property and escheat law, education and networking, Board of Directors leadership and financial management oversight.
Affiliations
The Unclaimed Property Institute: Unclaimed Property Certification Program development and oversight, including curriculum development, project implementation and training for Specialists.
Junior League
American Bar Association
Jane Austen Society of America
Publications
- Unclaimed Property: A Reporting Process and Audit Survival Guide (John Wiley & Sons, 2008), author
- Cost Recovery: Turning Your Accounts Payable Department into a Profit Center (John Wiley & Sons, 2009), contributing author
- Financial Ops, The Official Publication of the Institute of Financial Operations, quarterly contributor (2015)
- Frequent Speaker and Presenter for national continuing education programs including Lorman Education Services, UPPO, Institute of Financial Operations, AP Now & Tomorrow, Ohio Society of CPA's and chambers of commerce.
Timeline
Manager, Abandoned & Unclaimed Property
Ryan LLC
01.2023 - 02.2024
President
Reid Business Solutions (Reid Unclaimed Prop Svcs)
09.2002 - Current
Manager, National Tax Group
Deloitte
11.1997 - 01.2002
LL.M. (Legal Masters, Taxation) - Taxation
University of Miami
J.D. -
Northern Kentucky University Chase College of Law
Bachelor of Arts - History, Pre-Law
Thomas More University
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