Health & Benefits Leadership Conference April 4 - 6, 2018 REGISTER
AgendaSessions

[ 2017 Program Materials & Attendee list ]
AGENDA REGISTER
2017 Conference Speakers

Diane Andersen Diana Andersen
Executive Vice President and Corporate Benefits Director, Zions Bancorporation
Diana M. Andersen is Executive Vice President of Human Resources at Zions Bancorporation with a special emphasis in Benefits. Andersen oversees benefits administration for all employees with plan value totaling upwards of $850 million. Additionally, she co-chairs the Benefits Committee made up of the C-suite and other senior executives in the Corporation. Andersen also plays a pivotal role in keeping the C-suite informed of emerging benefit issues and legislative concerns. She provided leadership and education to employees and vendors in Zions’ move to consumer driven health care plans in 2005. Prior to Zion, Andersen worked for Wells Fargo as of VP and Manager of Human Resources where she managed and directed the design of Health & Welfare plans, managed the 401(k), pension and executive plans. She was responsible for negotiating all vendor contracts, performance guarantees and pricing for all insurance products offered in the Health & Welfare plans.

Charlotte Anderson Charlotte Anderson
Vice President of Total Rewards, ABHOW

Charlotte Anderson is the vice president of total rewards for ABHOW, a provider of senior housing and healthcare.  She joined the company in 2005, bringing over 25 years of experience in employee benefits, workers’ compensation, work-life initiatives, and wellness and five years of experience in compensation programs for various industries, including research, technology, consulting and medical devices with such companies as Lawrence Livermore National Laboratory, Maxtor, Silicon Graphics (SGI), Scient and Ocular Sciences.  Her strategic approach is focused on designing and implementing total rewards programs that have a positive impact on costs, reduce absenteeism, and increase productivity, while improving the work and personal lives of employees.  Charlotte received her M.B.A. from Golden Gate University in San Francisco, California and her B.S. from California State University in Hayward, California.

Charlotte is on the advisory council for University Conference Services Retirement & Health Plan Management and Mercer Marketplace, a private healthcare exchange.


Brian Baker Brian Baker
Senior Vice President of Strategy Associate Experience and People Innovation, Walmart
Brian Baker is the Senior Vice President responsible for Global People Strategy, Analytics, Experiences and Innovation. In this role, Brian partners with global leaders across the company to reimagine the impact and competitive advantage of Walmart’s 2.4 million associates. Brian joined Walmart in March 2016 from Accenture, a leading global professional services firm. While there, he led key HR initiatives and developed talent and diversity and inclusion strategies for numerous Fortune 100 companies. Previously, Brian has also led transformational business initiatives while working for Aon Hewitt and internally for Credit Suisse and IBM. Today, Brian is helping transform the Walmart Global People Division from a process and policy-driven team to one that designs experiences that delight, engage and develop the company’s associates. This new approach to the associate experience will create a seamless interaction between associates and the company from the time they are looking for a job at Walmart to the time they retire – and everything in between. Brian has a degree in Business Administration from Northeastern University in Boston, Massachusetts. He is originally from Ohio and is an avid traveler, having visited more than 50 countries.

Paul Barden Paul Barden
CEO, Pacific Resources
Paul Barden is chief executive officer of Pacific Resources and is actively involved in the corporate strategy, client services, legal, finance and operations sectors of the company. Paul is the executive sponsor for Pacific Resources’ largest clients and collaborates with other company team members to ensure that the changing needs of Pacific Resources’ Fortune-ranked client base are consistently met. Over the past 15 years, Paul has played a major role in Pacific Resources’ tremendous growth, increasing revenues by more than 500 percent. Before becoming CEO, Paul served as executive vice president in charge of corporate strategy, client relations, legal and product development. He was a pioneer in the evolution of voluntary benefits, taking them from a traditionally individual model to a group model. Paul started the Executive Benefits practice at Pacific Resources to offer individual supplements to the group plan for life, disability and other voluntary programs. Before joining Pacific Resources, Paul held key positions in strategic business development, product development, senior sales and account management for both individual and group markets at some of the nation’s leading carriers.

Shane Bartling Shane Bartling
Senior Retirement Consultant, Willis Towers Watson
Shane Bartling is a senior consultant in Willis Towers Watson’s San Francisco office. He has over 20 years of experience with Willis Towers Watson. Shane advises clients on financial well-being measurement and design including:
  • workforce diagnostics of financial insecurity and key attributes of employees at-risk
  • design of financial well-being programs to maximize value and impact
  • measurement of retirement readiness
  • behaviour-based retirement plan design
  • tax efficient plan design and savings behaviour
  • executive retirement benefits
  • plan administration and compliance
Shane has worked with clients of across a wide range of industries including utility, aerospace, retail, chemicals, manufacturing, high-tech, telecommunications, and professional sports. Shane also oversees the Willis Towers Watson retirement readiness service offering, FiT AgeSM (Financial Independence Target Age) in the US and contributes to the ongoing research of workforce well-being. Shane is a fellow of the Society of Actuaries, an enrolled actuary under ERISA and a charterholder of the CFA Institute. Shane holds a B.S. degree from the University of Connecticut in actuarial mathematics.

Maureen Beal Maureen Beal
CEO and Chairman, National Van Lines Inc.
Since taking over as CEO for National Van Lines after her father’s passing in 1993, Maureen Beal has seen the organization, started by her grandfather, enjoy steady growth. She plays a vital, hands-on role; maintaining that the company should “never be so large as to lose sight of the personal connection we have with our family of agents and drivers, and of course, our customers.” National Van Lines has been honored as the 21st largest certified woman-owned business in the United States, and 3rd largest in Illinois by DiversityBusiness.com. A recent announcement in Crain’s Chicago Business Magazine places National Van Lines as the 10th largest woman-owned business in Chicago. While National Van Lines has recently become an employee-owned company, Maureen will remain at the helm and continue to support woman-owned and diversity initiatives. Maureen serves on the Board of Directors of the American Moving and Storage Association. Having served as Chairman of The American Cancer Society Board of DuPage County, IL, she is an advocate for women’s health issues. Actively involved in community service, Maureen is the past Chairman of the Board of Aspire, an organization that works with children and adults with developmental disabilities. Currently, Maureen is a member of The Chicago Network, a Trustee for Benedictine University, and a Board Member of the Girls Scouts of Greater Chicago and Northwest Indiana. She also serves as Board President of the Executives Breakfast Club of Oak Brook and Board Chairman of Marianjoy Rehabilitation Hospital. Carrying that spirit of “giving back to the community” to a global level, National Van Lines is a proud sponsor of the environmental artist, Wyland. His larger than life whaling walls can be seen in 69 cities on four continents. Providing transportation services for the Wyland Ocean Challenge, the Clean Water for the 21st Century and Beyond tours, and individual Whaling Wall projects, reinforces the message, “While Wyland protects the oceans, National Van Lines is protecting your memories.” Featured in Margaret Heffernan’s book on successful women, and recognized for her expertise in employee retention and sound business practices; Maureen regularly speaks at industry conventions and is frequently invited to share her approach to management as a conference speaker/panelist. Maureen has three children and five grandchildren and lives with her husband in Broadview, Illinois.

Jennifer Benz Jennifer Benz
Founder and President, Benz Communications®
Jennifer Benz is Founder and CEO of Benz Communications, a boutique consulting and marketing firm, headquartered in San Francisco. Nationally known for her employee benefits and communications expertise, Jen has testified twice about retirement education before the Department of Labor’s ERISA Advisory Council. Workforce magazine named her an industry “Game Changer,” and the International Association of Business Communicators (IABC) and the Profit Sharing Council of America, among other leading industry organizations, have also recognized her visionary work. At Benz Communications, Jen leads a 26-member team that creates results-focused and data-driven benefits communication strategies and campaigns, including custom websites, videos, and print materials. Several Benz clients are Fortune 500 companies, with many ranked among Fortune magazine’s Top 100 Best Companies to Work For.

David Blanchett David Blanchett
Head of Retirement Research, Morningstar
David Blanchett, PhD, CFA, CFP® is the head of retirement research for Morningstar Investment Management LLC. In this role, he works to enhance the group’s consulting and investment services and conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement. His research has been published in a variety of industry and academic journals and received a number of awards, most recently the Journal of Financial Planning’s 2014 and 2015 Montgomery-Warschauer Award and the Financial Analysts Journal’s 2015 Graham and Dodd Scroll Award. He is a frequent speaker at industry conferences and is regularly quoted in the national media. He holds a master‘s degree in financial services from the American College, a master’s degree in business administration from the University of Chicago Booth School of Business, and a doctorate in personal financial planning program from Texas Tech University.

Denise Bober Denise Bober
Vice President of Human Resources, The Breakers
One of the hospitality industry’s most respected HR professionals and innovative workplace specialists, Denise Bober fused her favorite disciplines, HR and the hotel business, into a successful 28-year career at The Breakers Palm Beach, one of America’s most successful hotel companies and Palm Beach Country’s largest private employer. Bober’s responsibilities encompass recruitment, employment, staff relations, training and development, wellbeing, safety and CSR. She helped build an enduring workforce of 2,000 team members in tandem with the company’s focus on employee fulfillment, driving up guest satisfaction, profitability and exceptional retention rates (one of the industry’s highest). Her recruiting strategy: hire good people, then find the best role that suits their talents and competencies instead of simply hiring people to fill positions. Upon her promotion to Director of Human Recourses (1997), Bober began transforming the personnel department to have far-reaching influence throughout organization, while heightening The Breakers’ commitment to social responsibility, something she strives to instill in all team members. She serves on the Board of Palm Healthcare Foundation and its Executive Committee, and the Advisory Committee of the Rinker School of Business for Palm Beach Atlantic University. She is a member of the Human Resources Association of Palm Beach County, Executive Women’s Association of the Palm Beaches, and served as President of the Palm Beach Chamber of Commerce. Bober recently participated in the 2015 Global Wellness Summit as a panelist on Successful Workplace Wellness Programs. Bober holds a degree in Hospitality Management from Nova Southeastern University and a Master’s in Organizational Development from Palm Beach Atlantic University.

Julie Bosnall Julie Bosnall
Workplace Wellbeing Supervisor, Greater Dayton’s Regional Transit Authority
Workplace Wellbeing Supervisor Julie Bonsall is the driving force behind the Greater Dayton RTA’s comprehensive wellness program. Her accomplishments in just 4 short years is testimony to her planning skills, enthusiasm, and her determination to get the bus agency’s employees on the path to better health. In her role as Workplace Wellbeing Supervisor, Bonsall is responsible for training, compliance with regulations, inspections, the safety committee, and overall development and evaluation of safety and employee health programs. Her success at RTA has been recognized through several local and state awards. The transit agency’s health insurance premiums have dropped right along with the collective 1,000 pounds employees drop each year through the program. A 2012 graduate of Wright State University, Bonsall loves the process of setting goals and helping RTA employees achieve them. Over half of RTA’s drivers and support staff are enrolled in at least one aspect of the agency’s multi-faceted wellness program. While the program includes standards like smoking cessation, exercise class, skin cancer awareness and immunizations, employees also have access to special offers such as a free membership to the Dayton Link bike share program.

John Bremen John Bremen
Managing Director, Willis Towers Watson
John Bremen is Managing Director and leader of Willis Towers Watson’s Human Capital & Benefits business segment in North America. Human Capital & Benefits includes the company’s businesses in Retirement, Health & Benefits, and Talent & Rewards. John works with boards and senior executives to align company human capital and benefit strategies and practices with business strategies in order to drive broad-scale organizational performance. John also sits on the Willis Towers Watson Global Human Capital & Benefits leadership team. Previously, he was Managing Director of the Talent & Rewards segment in the Americas, Global Head of Total Rewards, a Global Practice Director in the Compensation Practice, and also founded the company's Sales Effectiveness & Rewards practice. John has helped build and transform companies across many industries, including, financial services, professional services, aerospace and engineering, insurance, hospitality, high technology, life sciences, manufacturing, consumer products, real estate, business services, and transportation. Before joining Willis Towers Watson and its predecessor organizations, John was a Partner at the Center for Workforce Effectiveness, where he developed performance-based organization and reward systems geared toward attracting, retaining, and motivating high-caliber executives and employees. Prior to that, John was employed by the Walt Disney Company where he served a dual role as both a corporate manager and internal compensation and organizational effectiveness consultant. Prior to Disney, John started his career with Johnson & Higgins' Sibson & Company, where he served as a management consultant.

Cynthia Thomas Calvert Cynthia Thomas Calvert
President, Workforce 21C; Senior Advisor, The Center for WorkLife Law
Cynthia Thomas Calvert Cynthia Thomas Calvert is president of Workforce 21C, a consulting firm that helps employers prevent family responsibilities discrimination (FRD) and advance women to leadership positions. Her presentations delve into issues that bedevil HR today, such as how to put the brakes on unconscious biases that stymie women’s careers and cause FRD, manage employees who have family caregiving obligations, comply with the various laws requiring pregnancy accommodation, implement non-stigmatized flexible work arrangements, create inclusive cultures, and engage employees. She also serves as a senior advisor for the Center for WorkLife Law at UC Hastings College of the Law, where she and Joan Williams pioneered the research behind FRD. She was the lead author of FAMILY RESPONSIBILITIES DISCRIMINATION, a legal treatise published by Bloomberg BNA in 2014 and supplemented in 2016. A graduate of the Georgetown University Law Center, she was a partner with the D.C. litigation firm of Miller, Cassidy, Larroca & Lewin (now part of Baker Botts LLP). She practices management-side employment law in Maryland and the District of Columbia.

Jenna Carl Jenna Carl, Ph.D.
Medical Director, Big Health

Jenna R. Carl, PhD is a clinical psychologist who specializes in the research and treatment of anxiety, depression, insomnia, and related difficulties in adults. Dr. Carl has authored numerous peer-reviewed publications, and has presented her research and trainings on evidence-based treatments for anxiety and depression at leading national and international conferences, such as the Association for Behavioral and Cognitive Therapies and the World Congress for Behavioral and Cognitive Therapies.

As the Medical Director for Big Health, she is responsible for developing evidence-based digital programs for mental health that can be used by businesses, health plans, and direct consumers. Dr. Carl is committed to helping advance evidence-based therapies through research, training, and dissemination. She obtained her PhD in clinical psychology from Boston University, with training in the Center for Anxiety and Related Disorders at Boston University, Massachusetts General Hospital/Harvard Medical School, and the VA Palo Alto Health Care System.


Laura Chambers Laura Chambers
Executive Director, Office of Employee Benefits, The University of Texas System
Laura C. Chambers, CGBA, is the Director of the Employee, Retiree and Student Benefit Program for The University of Texas System in the Office of Employee Benefits (OEB). Laura and her team administer the group insurance benefits for over 205,000 UT System employees, retired employees, and dependents as well as the Living Well Program, Optional Retirement Program, and Voluntary Retirement Programs for more than 90,000 employees system-wide. Laura is also responsible for the student health insurance plan offered to over 200,000 students across the UT System. She joined OEB as one of the four original employees in 1994 and has had the pleasure of holding numerous positions within the organization as she managed the diverse products offered to UT employees and retired employees. Laura places a focus on aligning plan design and member services with the mission and goals of each of the fifteen UT System academic and medical campuses to ensure world-class talent is attracted and retained. Laura earned her degree from Texas State University majoring in Business Management with a minor in Marketing. Laura earned her Certified Government Benefits Administrator (CGBA) designation in 2014. She completed the UT System Management and Leadership Program through the UT Austin LBJ School of Public Affairs in 2006. Laura is the 2007 recipient of the Living by the Values Chancellor Award for her work and collaboration within UT System. She is a board member of the State and Local Government Benefits Association (SALGBA), a member of the Public Sector Healthcare Roundtable, the International Foundation of Employee Benefit Plans, CUPA, Chair of the Express Scripts Government Advisory Panel (GAP), member of the Public Policy Quality Improvement Committee for Delta Dental and a member of the Blue Cross Blue Shield Texas Enterprise National Accounts. Laura sits on numerous committees at System Administration and enjoys serving on her children’s PTA and Booster Club boards.

Maayan Cohen Maayan Cohen
Founder of Hello Heart

Maayan Cohen is the founder of Hello Heart, a mobile therapeutics solution empowering 100M Americans dealing with hypertension and heart risk to manage their health. It's a "go-to" mobile solution for all of your health data that helps you understand and improve your health, in real-time.  35% of Hello Heart's users have lowered their blood pressure from hypertension into the normal range and statistically reduced their heart attack risk by over 50% using this solution. Maayan is an experienced strategy and consumer behavior specialist. In her previous position, she ran the consumer goods and retail practice in a leading management consulting firm. She managed several successful new-product launch projects for industry leaders like Hyundai, Nestle and American Express. Maayan holds a B.S.c in Biotech and an MBA.


Meredith Covington Meredith Covington
Project Director Center for Social Development (CSD)

Meredith Covington is a Project Director at the Center for Social Development (CSD). Her work centers on improving financial capability and economic mobility for low- to moderate-income individuals and families through a variety of research initiatives. At CSD, Ms. Covington is primarily responsible for overseeing the Employee Financial Wellness Programs (EFWP) Project, a comprehensive study looking at workplace financial wellness programs throughout the country. Prior to joining CSD, Ms. Covington worked for Southern Bancorp Community Partners, a Community Development Financial Institution in Arkansas, where she served as the Public Policy and Communications Manager and as the Development Associate. At Southern, she advocated for state asset-building policies as a researcher and a lobbyist. Ms. Covington earned a BS in Political Science and Pre-Law at Spring Hill College and an MPA from DePaul University.​​


K. Andrew Crighton Dr. K. Andrew Crighton
Vice President and Chief Medical Officer, Prudential Financial
Dr. K. Andrew Crighton is Chief Medical Officer of Prudential Financial and Vice President of the Prudential Global Health Organization. He is responsible for global health, safety and medical business consultation. He also provides leadership for Prudential’s medical clinics, fitness facilities, and it’s Behavioral Health, Work Life, Return to Work and Accommodation programs. Dr. Crighton serves on the national board of the Arthritis Foundation and chairs its Advocacy and Access Committee. He is a former Chair of the Health Enhancement Research Organization (HERO). A charter board member of the Greater Newark Healthcare Coalition, Dr. Crighton is also a member of the American College of Physicians, American College of Physician Executives, American College of Occupational and Environmental Medicine and American Academy of Insurance Medicine. He is board certified in Internal Medicine and a Certified Physician Executive. During his tenure, Prudential has been recognized with The Health Project’s C. Everett Koop National Health Award and the National Business Group on Health’s Innovation in Addressing Health Disparities Award and the Best Employers for Healthy Lifestyles Award (thrice). Dr. Crighton has held leadership positions within both health care institutions and corporations. In addition to his other responsibilities, he works to increase awareness of the direct and positive relationship between health and performance.

Barry Cross Barry L. Cross
Senior Director of Total Rewards-Compensation, Benefits & Retirement, Michelin North America
Barry L. Cross, Senior Director of Michelin’s North American Benefits, Compensation and Retirement, has responsibilities for Total Rewards strategic activities for Michelin’s Canadian, US and Mexican employees. Mr. Cross joined Michelin in 1979 having served over 35 years. During his service he has held various positions in Corporate and Industry. They include Purchasing, Corporate Accounting, Financial & Industrial Controlling, Industrial Engineering, Production Management and Strategic planning for Industrial semi-finish product line and NA Corporate Personnel. Mr. Cross earned a Bachelor of Arts from the University of South Carolina (1976) and a Master of Business Administration from Clemson University (1993). Along with his duties for Michelin, Mr. Cross serves on the Board of and South Carolina Health Coordinating Council. Michelin remains the global leader in the tire industry, manufacturing tires for every type of vehicle including aircraft, automobiles, bicycles, motorcycles, earthmovers, farm equipment and trucks. The North American operations are more than $10 billion in sales and with over 21,500 employees.

Rosemarie Day Rosemarie Day
President, Day Health Strategies
Rosemarie Day is the President of Day Health Strategies, a consulting firm specializing in the implementation of national health reform (www.dayhealthstrategies.com). Her firm advises company leaders on health reform strategy, and governmental organizations on establishing and operating health insurance exchanges. Ms. Day served as the first Deputy Director and Chief Operating Officer for the Massachusetts Health Connector. In this role, she was responsible for developing the operational strategy to implement much of Massachusetts’ landmark health care reform legislation. Ms. Day has over 16 years of leadership experience in Massachusetts state government. She served as the Chief Operating Officer for the MassHealth program, providing Medicaid coverage to over 1 million people in Massachusetts. She also served as Chief of Staff to the Dean of Harvard’s Kennedy School. Ms. Day currently serves as a Senior Advisor to Health Management Associates and holds a faculty appointment at Northeastern's D'Amore-McKim School of Business. She holds an AB in Public Policy from Stanford University, and a Master in Public Policy from Harvard’s Kennedy.

Chris Diede Chris Diede
Co-founder and head of marketing and product strategy at MPIRICA Health Analytics

Chris Diede is the co-founder and head of marketing and product strategy at MPIRICA Health Analytics, which leverages data, technology, and a team with decades of risk-adjusted medical claims analysis experience to advance healthcare quality transparency. Chris is an Austin-based entrepreneur who has spent the bulk of his career creating cloud-based solutions and digital marketing programs for dozens of clients including healthcare organizations and fortune 500 corporations. At MPIRICA, Chris helped launched a quality metric that rates the surgical outcomes of hospitals and surgeons. This “FICO score for surgery” helps steer healthcare consumers to high-quality providers, and it is integrated into 3rd party platforms as well as MPIRICA’s own cloud-based proprietary enterprise platform. The software allows payers, consultants, and self-insured employers to pinpoint the highest-value providers in any location nationwide, which led the former head of benefits at Tesla to state that MPIRICA “could be a game changer to help payers reduce both risk and cost.” 


Annmarie Fini Annmarie Fini
Senior Vice President of Product Strategy, Benefitfocus
Annmarie Fini is the Senior Vice President of Customer Success for Benefitfocus. In this role she is responsible for the end-to-end customer experience across Professional Services, Configuration, Data Services, Customer Management, Benefits Service Center and the Benefitfocus University. As one of the first employees at Benefitfocus, Fini has been responsible for building and maintaining key client relationships, leading large client implementations and, most recently, Benefitfocus’ overall product strategy. With more than 20 years of experience in the health care and software industries, Fini is an expert in benefits, human resources and payroll, which provides a unique understanding of customer needs. Fini holds a Bachelor of Arts degree in public policy from Trinity College in Hartford, Connecticut.

Melissa Britt Forsgren Melissa Britt Forsgren
Corporate Director of Benefits, Health and Wellbeing, New York-Presbyterian Hospital
Britt is the Corporate Director, Benefits, Health and Wellbeing at NewYork-Presbyterian Hospital. In this role, she develops strategy for providing a comprehensive, company-wide program of employee benefits and services to ensure the attraction, retention and motivation of all employees. This includes the development of NYPBeHealthy, the Employee Health & Wellbeing program. Britt has direct responsibility and oversight for the development and operational management of the program and providing comprehensive integrated programs and services that are proactive, relevant and effective in managing the highly complex, diverse and ever-changing health needs of our workforce. Britt graduated from Colorado State University with a Bachelor’s of Science in Nutrition and Dietetics, completed a dietetic internship at Ball Memorial Hospital in Indiana and is a Registered Dietitian. She later received her Masters of Business Administration from Montclair State University

Kathy Gantz Kathy Gantz
Vice President of HR Operations, Centene Corporation
Kathleen Gantz currently serves as Vice President of HR Operations at Centene Corporation. In this role, Ms. Gantz is responsible for enterprise-wide benefit programs, HRIS, HR Services and employee onsite clinics, pharmacies, day care centers and cafeterias. Kathy was a member of the IMO leading the planning and execution of the Health Net acquisition and played a key role in the integration change management process Before joining Centene, Ms. Gantz was a Senior Director at Mallinckrodt Pharmaceuticals, where she was responsible for the global benefits, retirement and mobility program. Kathy was a member of the Mallinckrodt HR Leadership team. She also was a Senior Vice President with Aon Hewitt responsible for new business development and client strategy and management for large case clients. Kathy was a member of the Aon Hewitt Corporate Compliance, Large Case Strategy and Client Delivery Committees. She also held client strategy and execution, product development, training and sales positions for the Vitality Group, The Principal Financial Group and Blue Cross Blue Shield of Iowa. Ms. Gantz has a Masters in Public Health Administration from the University of Missouri and a Bachelor of Science in Biology from the University of Illinois. She obtained her certified project management professional certification through the International Project Management Association and is a member of the WorldatWork Benefits Advisory Council, St Louis Employee Benefits Association and Business Health Coalition.

Lisa Garrett Lisa M. Garrett
Director of Personnel, County of Los Angeles
On March 30, 2010, Lisa M. Garrett was appointed as Director of Personnel for the County of Los Angeles after serving as Acting Director of the Department of Human Resources (DHR) for nearly one year. Ms. Garrett is a career public servant and has worked in both the City of Los Angeles and the County of Los Angeles. Ms. Garrett was hired into the County in 1994 as a Deputy District Attorney in the District Attorney's Bureau of Family Support Operations. Seven years later, she moved to the Child Support Services Department, where she served as Assistant Division Chief in two large divisions, the Executive Assistant to the Director, and as the Chief Deputy Director and Chief Attorney before being appointed as Acting Director of Personnel. During her tenure in DHR, Ms. Garrett has guided the implementation of many significant initiatives to strengthen the County’s workforce, improve customer service and access, and “automate all things HR.” Ms. Garrett is a graduate of the University of California at Los Angeles with a major in Psychology, and also holds a Juris Doctorate from the Southwestern University School of Law and an MBA from Pepperdine University. Ms. Garrett is designated as an IPMA-HR Certified Professional and holds a certificate in Advanced HR Management from the UCLA Anderson School of Management Executive Program.

Mary Gilmore Mary Gilmore
Principal Analyst – HR, County of Los Angeles
Mary Gilmore received her MBA from Chapman University in 2000 and her Human Resources Certificate from Cal Poly Pomona in 2006. She joined the County of Los Angeles in 2007 after working in the private sector as a Chief Financial Officer and Director of Human Resources in a variety of fields. At the County of Los Angeles, she is a Principal Analyst – HR in the Workplace Programs Division in the Department of Human Resources. Mary administers the Countywide Wellness Program, a program that has grown exponentially during her tenure at the County. In 2010, the Countywide Fitness Challenge was launched as an innovative wellness campaign targeting increased physical activity and achieving a healthy weight. It has won a number of awards over the past seven years, including two IPMA-HR awards and two NACo awards. When not engaged in professional pursuits, Mary enjoys travel, cycling, hiking, yoga, music, theater, and entertaining.

Harry Gottlieb Harry Gottlieb
Founder of Jellyvision

Harry Gottlieb founded Jellyvision in 1989. The company had a different name then, and the international headquarters was in his bedroom, in the corner, over by the closet. Since that time, Jellyvision has expanded into employee communications, making learning and decision-making delightful for scores of people at big companies like, say, Adobe, Comcast, Aetna, and Best Buy. In 2009, employee benefits caught his eye—because, well, it seemed so confusing and boring at the same time (and for Harry, that’s sort of a turn-on…in a “My Fair Lady” kind of way, if you get my drift)—which inspired the birth of ALEX®. Today, companies with more than 14 million total employees use ALEX, something Harry attributes to an ability to take the mystery out of complicated benefits details and give employees personally relevant information they can use to select their best-fit plans.


Whitney Gray Whitney Gray, Ph.D.
Senior Vice President, Business Development, Delos
Dr. Gray is responsible for the oversight of health research and development of innovative design strategies and products that seek to improve human health and wellness through building design. Prior to Delos, Dr. Gray was Health Research and Innovation Director for Cannon Design where she delivered transformative projects to clients, worked to develop and promote new ideas that increased the impact of health research and innovation on the design industry. She is an Adjunct Assistant Professor at the Georgetown School of Nursing & Health Studies, with research interests that include the development of innovative and sustainable design strategies, processes, and products. Dr. Gray co-founded the NIH Health in Buildings Roundtable, and supports AIA, ULI, and EDRA. She received her PhD from The Johns Hopkins Bloomberg School of Public Health, BA in Public Health Studies from The Johns Hopkins University, and was the first public health professional to become LEED AP.

Erin Hoefer Erin Hoefer
Senior Vice President of Consulting Services, Precept
Erin’s more than 15 years of benefits consulting experience with employers of various sizes and industries throughout the country has delivered results that exceeded projections in all areas – from decreasing costs and generating positive impacts on companies’ bottom lines to expanding the perceived value of benefits programs through orchestrated communications strategies. Erin’s strategic solutions provide greater impacts to employer strategies by integrating her actuarial and financial background in all engagements. In 2015, Erin co-authored a widely appreciated white paper, Employer’s Guide to Achievable Health Management, along with several members of Precept’s sister health management services team. Prior to joining Precept in 2010, Erin spent over five years as a health care consultant with Mercer and as a member of Mercer's retirement practice. Erin holds a B.S. in Mathematics from DePaul University and is a licensed California Life and Health Agent.

Matthew Kaiser Matthew Kaiser
Vice President and Managing Director, Lockton Benefits Group, Lockton Companies
In his role as Managing Director of Lockton Benefit Group, Matthew draws from his long-held passion for consulting excellence and decades of experience to support and expand the national strategic consulting practices within Lockton Benefit Group. He oversees vendor vetting and management along with other operations duties such as associate development and event planning to ensure his organization’s effectiveness with employer clients. In his time at Lockton, Matthew also created and led the HR Technology and Outsourcing Practice. In this practice, Matthew and his team supported employer clients with vendor-neutral selection and implementation of the optimal mix of HR technology and business process outsourcing to appropriately size the resources dedicated to their noncore business operations, such as employee benefits, payroll, or talent management. As businesses seek to “do more with less,” Matthew offers insight into vendor management, organizational effectiveness, and risk mitigation.

Heather Kennedy Heather Kennedy
Director of Success, Fitbit Group Health

Heather Kennedy is the Director of Customer Success for Fitbit Group Health, the Fitbit division dedicated to working with employers and strategic partners in the corporate wellness space. Fitbit Group Health enables organizations to run more effective and engaging wellness programs utilizing Fitbit’s world-class technologies & services. Heather is passionate about implementing programs that can drive lasting and positive change. She also cares deeply about customer satisfaction and high-quality delivery. Prior to Fitbit, Heather was the Sr. Director, Professional Services at Castlight Health, the leader in Enterprise Healthcare Management. Heather holds a Bachelor’s Degree from American University and an MBA with a concentration in Healthcare and Strategy from Vanderbilt University. Outside of work, Heather can be found contemplating new real estate investments, taking Bikram Yoga classes and spending time with her husband and their daughter, Tetris.


Randy Keuch Randy Keuch
Head of Total Rewards-Americas, Teva Pharmaceuticals

Randy Keuch joined Teva Pharmaceuticals as Head of Total Rewards , Americas in January 2014. Randy is the lead center of expertise for total rewards for Canada, the US and Latin America.

Prior to joining Teva, Randy served as Vice President, Total Rewards at Heinz and was previously Corporate Director - Strategic Rewards at Pfizer, Inc., in New York.

Randy brings a wealth of experience in all areas of compensation and benefits. Randy has 23 years of experience in Blue Chip corporations and 12 years of experience with compensation and benefits consulting firms.

Randy earned his master’s degree in Applied Psychology in 1981 and his bachelor’s degree in Industrial & Organizational Psychology in 1976, both from Stevens Institute of Technology. He also completed the core requirements for an MBA from George Mason University in 1987 and completed the Executive Education program at the Harvard Business School in 2002. He is the recipient of the WorldAtWork Lifetime Achievement Award and chaired the Executive Rewards Advisory Board for WorldAtWork. He also served on the Board of Directors of NBGH.

Randy and his wife Kathy have eight children and live in the Philadelphia area.


James Klein James Klein
President, American Benefits Council
James A. Klein is President of the American Benefits Council, a trade association based in Washington, D.C. representing primarily large employers. Its members sponsor or administer health and retirement benefits covering millions of Americans. Jim serves on the Corporate Board and the Government Liaison Committee of the International Foundation of Employee Benefit Plans. Jim travels extensively internationally advising public officials and private sector representatives on the development of retirement and health care systems. He appears frequently in the national and benefits media commenting on health and retirement policy developments. Jim previously was Manager of Pension and Health Care Policy for the U.S. Chamber of Commerce, and before that practiced law for a Washington, D.C. firm specializing in employee benefits and worked as a Congressional legislative assistant. Jim graduated magna cum laude from Tufts University with a degree in Bioethics and graduated with honors from George Washington University School of Law.

Brian Klepper Brian Klepper
Founding Principal and CEO, Health Value Direct
Brian is a health care analyst, commentator and entrepreneur who has specialized on health care market dynamics and the drivers of the cost crisis. He is President and CEO of Health Value Direct, a specialized health benefits consulting firm connecting high performance, high impact health care organizations with organizational health care purchasers. He is a former owner and Principal of a worksite clinic/medical risk management firm, and a former CEO of the National Business Coalition on Health (NBCH), representing 52 regional business health coalition and some 5,000 organizational health benefits purchasers. Dr. Klepper is an in-demand speaker who has delivered more than 300 addresses, most of them keynotes, over the past decade. He has written routinely for the physician site Medscape and the business site Employee Benefit News, and has been a regular contributor to The Health Care Blog, The Health Affairs Blog, The Doctor Weighs In, Kevin MD and other expert health care blogs. He is a reviewer for Health Affairs and The Journal of Ambulatory Care Management. The George Washington University Masters in Health Administration program named Care & Cost, the site where Brian archives his columns, the best 2016 health care blog written by a health care professional. Brian is an Advisor to the Lundberg Institute, which tracks major issues related to patient care, the Patient-Centered Primary Care Collaborative, which advocates for medical homes, and Harvard’s Schwartz Center for Compassionate Healthcare, which seeks to re-humanize the health care associated with serious health conditions. He also advises several for-profit health care groups, including Integrated Mechanical Care, which delivers innovative management of musculoskeletal disorders, and the worksite clinic/medical management firm Eden Health. In his spare time, Brian is an offshore sailor.

Jae Kullar Jae Kullar
Manager of Health and Wellbeing, Delta Air Lines Inc.
Jae Kullar is the Manager of Health & Wellbeing at Delta Air Lines. She started her career as an Administrative Dietitian and practiced in both Canada and the US as a Director of Nutrition in healthcare, business and education for 10 years prior to moving to the corporate world in the Human Resources area. She joined Delta Air Lines in July of 2006. In her role at Delta, Jae is responsible for developing and executing initiatives that drive "a culture of health" across Delta globally by translating the Company's strategic health and wellness goals into clearly defined and developed initiatives to impact the health & lifestyle risks of 80,000 employees and their dependents worldwide.

Joe Larocque Joe Larocque
Co-founder and Senior Director of Product Management, GuideSpark

Joe Larocque, co-founder and senior director of Product Management of GuideSpark, Inc., leading the transformation of workplace communications, is focused on building Software-as-a-Service (SaaS) products that deliver high-impact communications and learning for over a decade. Since 2008, Larocque has led GuideSpark’s content product management efforts, working closely with HR leaders to deliver employee communications that are personalized, mobile, measurable and ultimately drive to the right outcomes. Prior to founding GuideSpark, Larocque held product roles at Macromedia and Adobe, where he drove the company’s web conferencing, collaboration and eLearning product, Adobe Connect. He holds a B.S. from Boston College.


Vickie Lee Vickie Lee
Senior Vice President of Human Resources, Tokyo Electron U.S. Holdings Inc. (TEL)
Vickie Lee, Sr. Vice President, Human Resources, Tokyo Electron U.S. Holdings, Inc. (TEL) TEL has 1,700 employees in 14 states. Vickie’s more than 25 years of human resources experience includes 18 in benefits management and nine in finance and operations management. Since assuming her senior leadership role of TEL’s human resources programs, Vickie has transitioned their benefits focus from the cost of doing business to a strategic component of the operation. Her commitment to employee health and wellness is demonstrated through several initiatives, most notably a leading-edge, incentive-based wellness program launched in 2009 that integrates FitBits. By 2011, this initiative expanded to include spouses and domestic partners, and thus enabled TEL to maintain single-digit inflationary costs through 2013, while levelling employee contributions at less than 4% of average compensation. Vickie earned her M.B.A. and M.S. in HR Management from the University of Dallas, Satish & Yasmin Gupta School of Business, and a B.S. in Business Management from Wayland Baptist University.




Ronald S. Leopold Ronald S. Leopold, MD, MBA, MPH
Chief Medical Officer, Lockton Benefits Group, Lockton Companies
As a credentialed and experienced professional, Dr. Leopold brings credibility and a breadth of knowledge as a consultant, partner, and marketplace spokesperson. He is an industry thought leader in employee benefits and health and productivity. He works with Lockton account teams and employers with InfoLock® data to help identify trends and understand the correlation between health and productivity.

Dr. Leopold has expertise on a variety of benefitsrelated topics, including the strategic value of employee benefits, the four generations in the workplace, the value of financial wellness, and the implications of health reform for the benefits community.

His recent book on the future of employee benefits entitled The Benefits Edge: Honing the Competitive Value of Employee Benefits has been described as a blueprint for benefits in the decade of healthcare reform. He is also the author of A Year in the Life of a Million American Workers, an almanac of absence data, in addition to numerous by-lined articles in the benefits media.

Rob Levy Rob Levy
Managing Director, Center for Financial Services Innovation
Rob is a Managing Director on the Program Team. He leads CFSI's financial health initiative, strategically coordinating a multi-pronged effort to bring consumer financial health into the center of how companies do business. He also manages several external consulting projects, providing insights to help develop strategies and products that improve Americans’ financial health. Rob has spent most of his recent career at the intersection of business strategy, financial services, and economic inequality, and is passionate about how making small improvements in someone's financial health can redound to all aspects of a person's life, stress, and happiness. Rob has previously worked in all three sectors: the private sector (at a FinTech startup), government (in the US Senate), and in the nonprofit sector (at CFSI and others). He weaves together these perspectives and experiences to solve problems for financially struggling consumers that serve mission and margin. Rob earned an MBA from the Yale School of Management and a Bachelor of Applied Sciences from the University of Pennsylvania. When not at CFSI, Rob can be found biking around Brooklyn, catching live funk shows from New York to New Orleans, or keeping things quiet at a meditation retreat.

Ennie Lim Ennie Lim
Co-founder of HoneyBee

Ennie Lim is the co-founder of HoneyBee, a social impact fintech startup with the mission to provide an affordable credit alternative to millions of working Americans, the mission is the result of her passion and journey through her own financial challenges. Before HoneyBee, Ennie was the founder of an environmental impact company that benefited underserved children and a Board Member of an early childhood literacy non-profit based in Silicon Valley. Ennie graduated from McGill University and she's a native from Montreal, Canada, she’s passionate about building businesses for a better tomorrow and believes all of us has the potential to become powerful changemakers.  


Molly Loftus Molly Loftus
Partner and Chief Actuary, Mercer
Molly Loftus is a partner and Chief Actuary for Mercer Employee Health & Benefits, US. In this role, she has broad oversight over actuarial talent, tools, and processes, as well as the development of new tools and processes as the health care landscape evolves. Molly is accountable for ensuring that the actuarial services provided to Mercer’s clients are of the highest quality and are performed in accordance with all regulatory and professional standards. Molly also is actively involved in Mercer intellectual capital development. This includes leading a national, cross-functional initiative aimed at building out Mercer’s client solutions in the Value-Based Care arena. Medicine is practiced locally, and understanding the viability of Value-Based Care as a lever to improve cost and quality outcomes requires a focused capabilities assessment at the delivery system level. Through this initiative Molly has worked closely with the carriers in the development and roll out of an extensive RFI, and establishing and implementing a scoring tool applied at the delivery system level. Molly brings deep expertise relative to carrier sponsored value based care solutions. Other recent IC work includes ROI analysis for clinical and advocacy solutions. In addition to her leadership roles, Molly also serves as the Health & Benefits lead consultant for a number of Mercer’s large national clients.

James Lopez James Lopez
Director of HR and Performance Management, City of Kirkland (Wash.)

James Lopez is the Director of Human Resources and Performance Management at the City of Kirkland. As part of his duties with the City, Jim is responsible for the administration of the City’s self-insured health plan and he is one of the architects of the Consumer Driven Medical Home model of care recently put forth by the City. Prior to coming to Kirkland, Jim served as Senior Advisor to Deputy Secretary Ron Sims at the Department of Housing and Urban Development in Washington DC. Prior to his time at HUD, Jim served as Deputy Chief of Staff to then King County Executive Sims, where he played a leading role in the creation of what is now known as the Washington Health Alliance.


Scot Marcotte Scot Marcotte
Client Technology Leader, Conduent Human Resource Services

Scot Marcotte, CEBS, is the client technology leader for Conduent HR Services. For 25 years he has helped organizations solve human resources issues through the strategic use of data, communication and technology.

His team delivers talent engagement solutions for more than 300 clients worldwide. He holds a Certified Employee Benefit Specialist (CEBS) designation, recently co-authored a book on employee engagement, was named Conduent’s HR services innovator of the year and is a regular presenter at global HR conferences.
His clients include Teva Pharmaceuticals, Boeing, Corning, Ford, Lockheed Martin, Microsoft, Unilever and Verizon.

Scot fills his free time leading Northwestern University’s efforts on alumni engagement, and can be heard at Chicago Bears games as the in-house public address announcer.

He lives in the Chicago suburbs with his wife Sarah and keeps current on the latest in technology through his 9 & 11-year-old daughters.


Rhonda Marcucci Rhonda Marcucci, CPA
Vice President, HR & Benefits Technology Consulting Practice Gruppo Marcucci, a division of Gallagher Benefit Services, Inc.
After identifying and bringing to market a number of profitable new business lines for a large national insurance brokerage and risk management company, Rhonda Marcucci opened her own consulting firm, focusing on the HR and Benefits Administration technology outsourcing marketplace. In 2005 she launched Gruppo Marcucci as the industry’s go-to source for anyone wishing to understand, enter or penetrate the benefits administration market. Concentrating on the 25 – 25,000 live organization, Gruppo Marcucci (GPM) is recognized today for its well-researched and unbiased sourcing advice and service provider capability audits, including in the fast-growing exchange marketplace. GPM’s team of high-level consultants work directly with brokers/consultants, employer groups, insurance carriers, service providers, investors and exchange sponsors. A deep working knowledge of the market and its many players, coupled with professional independence, allows GPM to excel at bringing together the right players to provide the right solution for the client’s needs.

Fran Melmed Fran Melmed
Founder & CEO, Context Communications Consulting
Fran Melmed is the founder of context, a communication consulting firm that specializes in workplace wellness and health care consumerism. She founded context in 2003 after working for Hewitt Associates (now Aon Hewitt), a global management consulting firm, in their Communication and Talent and Organizational Change practices in the U.S. and U.K. Prior to Hewitt, Fran worked in the Human Resources and Corporate Communications departments for a financial institution. Fran is a sought-after speaker, having spoken at the Health & Benefits Leadership Conference before as well as at South by Southwest, Health 2.0, The American Psychological Association's Psychologically Healthy Workplace Conference and the WorldatWork's National Conference.

Rick Merritt Rick Merritt
Senior Vice President & Chief Human Resource Officer, OSI Systems Inc.
Rick Merritt is Senior Vice President and Chief Human Resources Officer of the Company. Prior to joining the Company in October 2014, Mr. Merritt held the positions of Global Vice President of Human Resources for Power-One, Inc., a power conversion solution provider, from April 2011 to October 2014 and Global Vice President at International Rectifier Corporation, a publicly-traded power management technology company, from May 2004 to April 2011. Mr. Merritt received a Bachelor of Science degree from Indiana University and a Master of Science degree from California State University, Hayward.

Lauren Metsig Lauren Metsig
Chief Marketing Officer, Maestro Health
As Maestro’s Chief Marketing Officer, Lauren Metsig leads the strategy and execution of our branding, lead generation, PR and sales support. Guiding a team of creative (and awesome!) storytellers, Lauren’s passion to make employee health & benefits "people-friendly” is the driving force behind her strategy. Lauren began her career in the tire & automotive industry taking on key marketing roles at Yokohama Tire Corporation, the 7th largest tire manufacturer in the world. From Yokohama, she took an international business position based in Germany with renowned endurance motorsports team, Farnbacher Racing. As Assistant Team Manager and Marketing Specialist, Lauren directed sponsorship acquisition and marketing strategy. Moving back to her hometown of Chicago, Lauren held various marketing leadership positions at Pure Health Solutions Inc., starting as Product & Marketing Manager and departing as Vice President of Marketing & Sales Operations. As an executive board team member, she helped develop the company’s direct sales model while supporting the expansion of sales branches across the country. Managing four brands for multiple sales distribution channels, Lauren built the marketing strategy and led her teams in executing lead generation, events/PR, branding and sales operations. Oscar Wilde explains her marketing philosophy perfectly: “An idea that is not dangerous is unworthy of being called an idea at all.”

Steven Nyce Brenda Motheral, RPh, MBA, PhD
CEO, Archimedes
Brenda Motheral is a 20-year veteran of the pharmacy benefit management industry who has demonstrated relentless pursuit of healthcare innovation driven by data analytics and evidence-based medicine. Currently, Dr. Motheral is the Co-Founder and CEO of Archimedes, a specialty drug management company that addresses the unprecedented increases in specialty spend through business intelligence, consultation, and technology-based solutions.

From 2011 to 2015, Dr. Motheral launched and led Artemetrx, a data analytics and consulting firm. Dr. Motheral previously held executive positions at Healthways and Express Scripts, where she served as the Senior Vice President of Research and Product. Dr. Motheral has published more than 50 peer-reviewed manuscripts, received several national research awards, and authored numerous seminal industry reports.

Dr. Motheral holds a PhD focused in Health Economics, a Master of Business Administration, and a Bachelor of Science in Pharmacy.

Emily Neff Emily Neff

Emily joined CBRE’s Global Workplace Strategy team in 2011, making her one of the more tenured veterans of the continually growing practice. During her first year on the team, CBRE’s internal Workplace360 program was developed and Emily was brought in to play a key role in the research, development, and implementation of the Workplace360 program in the Americas. From 2014 through 2016, she was the Program Manager for Workplace360 and delivered 20+ new CBRE offices and impacted thousands of her CBRE colleagues around the country. During her time as Program Manager, she oversaw the implementation of the WELL Building Standard at CBRE’s Headquarter office in Los Angeles. Most recently, Emily has shifted her focus to external client engagements in the US, where she brings her passion for people focused workplaces to her clients.


Steven Nyce Steven Nyce
CEO and Principal Analyst, ExcelHRate Research & Advisory Services
Steven A. Nyce is the Director of Willis Towers Watson’s Research and Innovation Center (RIC) in Arlington, VA. Since joining RIC in June of 2000, Steve has written numerous articles and spoken regularly at public and private forums on the design of employer-sponsored benefit programs, specifically retirement and health care programs. His research specializes in global employee attitudes towards their benefit programs and their impact on employee behaviors, workforce productivity and employee well-being. Steve is also focused on the U.S. health care market and the implications of recent plan design trends and workplace initiatives on employer’s costs and utilization of health services. Likewise, his research is focused on the emergence of private health care exchanges and modeling the buying patterns of employees in a consumer-grade environment. Steve has a B.S. degree from LaSalle University in Philadelphia, PA in economics and a M.A. and Ph.D. from the University of Notre Dame in economics.

James Ocampo James Ocampo
Head of Workplace Solutions Strategy and BeneClick!, MassMutual Financial Group
James Ocampo is Head of Strategy and BeneClick! for Workplace Solutions at the MassMutual Financial Group. In this role, James is responsible for leading the strategy and business development functions to support short and long-term growth opportunities for the Worksite and Retirement Services divisions. He is also responsible for achieving the BeneClick! platform’s strategic objectives in the new holistic benefits landscape. Before this role, James worked in the Strategy & Corporate Development office to help shape the long-term enterprise strategy with senior executive leadership. Prior to MassMutual, James served as a Senior Director within Optum, a division within UnitedHealth Group. In addition, James has significant experience in management consulting, serving a variety of Fortune 500 clients in the Communications, Media, Health Care and Life Sciences industries. James graduated from Boston College with Bachelor of Arts & Sciences degrees in both Biology and Psychology and received his MBA from The Wharton School at the University of Pennsylvania with a focus on Finance and Strategy.

Gary Park Gary Park
VP Human Resources, Basic American Foods
Gary Park is the current Vice President, Human Resources for Basic American Foods. He joined the Company in 1992 as a human resources representative at our manufacturing facility in Moses Lake, WA. During his tenure with the company, he has held various positions within human resources in Washington and Idaho prior to relocating to California in 2008. Mr. Park received his B.S. in education and his M. ED. from Hyles-Anderson College in Crown Point, Indiana. Prior to joining Basic American Foods, Mr. Park was with Advanced Silicon Materials and Nestlé Brands Foodservice in human resources, safety and training roles. Mr. Park resides in Walnut Creek, California, along with his wife Karla and has two grown children, Ryan and Kari.

Brent Pawlecki Brent Pawlecki, M.D.
Chief Health Officer, The Goodyear Tire & Rubber Company
Dr. Brent Pawlecki is the Chief Health Officer at The Goodyear Tire & Rubber Co., a position he has held since 2011. His responsibilities in this role include global health strategy, providing leadership for Goodyear’s medical clinics, fitness facilities, health benefits, health improvement and wellness programs, Employee Assistance Programs, and health related emergencies. Prior to his current role, he was the Corporate Medical Director at Pitney Bowes, overseeing all health related issues for the organization, including the Pitney Bowes’ award winning corporate clinics, wellness programs and absence management department, and served as the Chief HIPAA Privacy Officer. During his career, he worked in a private medical practice as well as the Emergency Department. He attended college and medical school at St. Louis University and completed a combined residency in Internal Medicine and Pediatrics from Bridgeport Hospital and Yale University. He also completed the Master of Medical Management Business Degree from the University of Southern California. He is involved with numerous organizations, including the National Business Group on Health, NEHI-The Network for Excellence in Health Innovation, National Committee for Quality Assurance (NCQA), and the Coalition to Transform Advanced Care. His current focus works toward improvements in health quality, advanced illness and end of life care.

Tim Peters Tim K. Peters
Sr. Director, Client Strategy & Growth
Tim serves as a regional vice president in Account Management with HealthFitness. Tim has over 20 years of experience directing comprehensive wellness programming including onsite screenings, health assessments, lifestyle and condition management coaching, injury prevention initiatives, on-site fitness facilities, benefits advocacy and self-care education. Tim has worked with more than 30 companies assisting clients reduce overall health risks, increase participation rates, demonstrate quantitative return-on-investment as well as facilitating the process for clients to be nominated and to receive numerous industry awards. During a previous administration, Tim was appointed by the Tennessee Governor to serve on the board of trustees for the Tennessee Center for Health Improvement and Diabetes Prevention and continues to actively support health initiatives throughout the Appalachian region. Tim volunteers in the community with service on non-profit boards, his church and coaches youth sport teams. Originally from Virginia, Tim earned his bachelor’s degree in sports medicine, exercise physiology from Old Dominion University. Tim now resides with his beautiful wife and wonderful three children in Kingsport, TN.

Ben Pitts Ben Pitts
CEO of myFinancialAnswer

Ben Pitts is the CEO of myFinancialAnswers, a financial well being company that helps employees make sense of their entire financial lives. The company combines compassionate expertise with a unique technology platform to provide employees the financial guidance they need, when they need it most.  From student loans and everyday budgeting to retirement and health savings, no personal financial question is out of bounds. 

Ben started his career in financial services at Goldman Sachs as a wealth manager to ultra high net worth clients.  He left the Wall Street firm to build a successful, boutique financial planning firm where he realized two things: 1) most families in America do not have access to the affordable, high quality, holistic financial guidance that they need and 2) employers have a unique opportunity and great incentive to help these same people move their personal finances forward.

Ben graduated from US Military Academy at West Point and he earned an MBA at the University of Virginia’s Darden School of Business.  He and his wife Leslie are the proud parents of three children and reside near Philadelphia.  


Laura Putnam Laura Putnam
CEO of Motion Infusion and author of Workplace Wellness that Works: 10 Steps to Infuse Well-Being and Vitality into Any Organization
Laura Putnam, MA, author of Workplace Wellness That Works (WILEY, 2015), is CEO and founder of Motion Infusion whose work has been covered by MSNBC, The New York Times, US News & World Report, Entrepreneur, Business Insider, American Journal of Health Promotion, NPR, and many others. She is a former urban public high school teacher, international community organizer, dancer, gymnast and now a movement-builder in the world of health and wellness. A leading authority on how organizations can promote well-being at work and how leaders and managers can inspire employees to adopt healthier behaviors, Laura is a sought-after speaker and consultant. She was recently awarded the American Heart Association's "2020 Impact" award as well as the National Wellness Institute’s “Circle of Leadership” award. A graduate of Brown University and Stanford University, Laura lives in San Francisco with her fiancé.

Nate Randall Nate Randall
Founder and President, Ursa Major Consulting
An accomplished leader in the evolving employee benefits space with expertise in benefit plan analytics, compliance, design, innovation, management and strategy. Nate is passionate about engaging consumers and changing employee benefits in meaningful ways through innovation and focusing on the employee experience. Some of Nate’s career highlights include:
  • Involvement in the drafting of several aspects of the Affordable Care Act (Health Reform)
  • Key partner and driver in early development of medical price transparency, reference-based pricing and forward-thinking health outcome initiatives
  • Architect of the Global Benefits and Employee Experience team at the revolutionary Tesla Motors supporting a four year high growth period from 900-13,000 employees expanding to
  • Named a 2014 Game Changer by Workforce Magazine
Nate is the Founder and President of Ursa Major Consulting and is a frequent speaker, advocate, and advisor to the Human Resources industry.

David Reid David Reid

David Reid has over 30 years of experience in the employee benefits and group insurance industry and was one of the earliest adopters of technology as an integral strategy for employers in the late 1990s. 

Mr. Reid started his career as a group sales representative in 1986 with John Alden Life, and after a short period with Lincoln National Corporation, then became a consultant and agent for Unison Benefits Management, a leading provider in the Minneapolis/St. Paul marketplace.  It was here that Mr. Reid became Vice President in 2000 and a partner of Unison, Inc. cultivating over $5 million of annual revenue.  Unison was eventually acquired by Arthur J. Gallagher of Gallagher Benefit Services Inc.

In 1999, Mr. Reid was among the first to venture into the world of online technology designed for employee benefits enrollment and communication, and in 2005 founded Apprize Technology Solutions (www.apprizetechnology.com) and served as President. Today, the company continues as a leader in providing online benefit enrollment solutions for brokers and employers by using industry leading enterprise software solutions.

In 2012, Mr. Reid co-founded EaseCentral (https://www.easecentral.com/) to create a small group solution that provides the robust eligibility management features previously limited to enterprise solutions used by large employers. After just three years, in 2015 EaseCentral was launched on the West Coast and is among the most widely adopted, fastest growing solution for brokers and employers in the area, with over 22,000 employers and nearly 1 million employee users.

Throughout his career, Mr. Reid’s focus has been creating broker-centric solutions that are easy to use and practical to deploy.  Having recently launched the industry’s first ‘real time’ EDI capability, EaseCentral is among the first enrollment solution programs that provides direct ‘real time’ carrier connectivity for groups as small as two employees. 


Aamir Rehman Aamir Rehman, M.D.
Partner, Mercer
Mercer has appointed Dr. Aamir Rehman to the position of Partner and Physician Consultant. In this role, he will act as a national resource to Mercer’s Total Health Management Specialty Practice, sharing his expertise in provider and network consulting with primary support for the Central Market. Dr. Rehman will report to Susan Connolly, US Leader of the Total Health Management Practice. Dr. Rehman has over 17 years of experience in healthcare strategy and operations, serving in corporate and consulting roles with providers, employers and carriers. Most recently, he was a partner with Renaissance Health, LLC, where he focused primarily on health care delivery reform for large employers. Dr. Rehman has also held positions with VHASE, Inc., Navvis Healthways, Saint Peter’s Healthcare System, the Advisory Board Company, and the Harvard School of Public Health. In addition, he worked for Mercer Management Consulting from 1997 until 1999, before it became Oliver Wyman. He received his MBA from Duke University’s Fuqua School of Business and his MB/BS from Aga Khan University Medical College in Karachi, Pakistan.

Keith Robertson Keith Robertson
Vice President and Consultant, Alliant Benefits
Keith Robertson is an Alliant Insurances Services Vice President and Benefits Consultant in the Northwest Region. Keith’s background includes post graduate training in medical management. He served as adjunct faculty and Director of Clinical Psychology Ongoing Professional Education at Seattle Pacific University, independent consultant with Evergreen Hospital Family Maternity Center, and Executive Director of Mental Health Clinic. Keith joined ClearPoint (now Alliant) in 2001 where he has specialized in high efficiency health care purchasing strategies such as (1) self-funding, (2) Employer Sponsored Clinics, (3) Specialty Rx, (4) Oncology Case Management, (5) Reference Price Reimbursement and (6) account based HSA/HRA/VEBA health plans. Keith is married, an alumnus of the University of Washington, has three adult children and enjoys golf, gardening, and bicycling. His favorite saying is, “We could if__________”.

Paul Rogers Paul Rogers
 President & COO, Pacific Resources

As president and COO of Pacific Resources, Paul Rogers shares responsibility for the overall growth of the company with Paul Barden, CEO.

Prior to becoming president, Paul served as executive vice president and headed up new business development, marketing and underwriting at Pacific Resources. He was responsible for a number of product development initiatives, including building the company’s integrated absence management practice, developing the company’s benefit administration & technology consulting practice, and identifying and vetting voluntary benefits products and outsourcing solutions. He also provided operational oversight including ongoing program/plan analysis, financial and risk analysis, funding alternatives, and integration services.

Before joining Pacific Resources, Paul held various management and sales positions at Unum and Liberty Mutual where he spearheaded the development of integrated disability management programs, outcome-based integrated disability reporting, clinical modeling and technology links, and a national accounts service model. A veteran of the financial services industry, Paul worked for State Street Bank & Trust in accounting and management.

Paul is a frequent guest speaker and presenter at employee benefit forums, carrier conferences and other key industry events. He serves on the advisory board of Clearsurance LLC, Cogito Corporation and Professional Disability Associates, as well as the broker advisory board of Gen Re and the board of the New England Chapter of the Disability Management Employer Coalition (DMEC).

Paul holds a B.B.A. from St. Francis Xavier University in Nova Scotia, Canada.


Mari Ryan Mari Ryan
CEO and founder of AdvancingWellness

Mari Ryan, CEO and founder of AdvancingWellness, is an expert in worksite well-being. She leverages over 30 years of business experience in various marketing, consulting and executive roles across a variety of different industries. For the past decade, Ms. Ryan has been creating healthier businesses and impacting the lives of employees, through her consulting work and speaking on worksite well-being. Mari earned a Bachelor Degree from Lesley University, an MBA from Boston University, a Master’s degree in Health Promotion from Nebraska Methodist College, and is a certified Worksite Wellness Consultant.  She is the founder and former Board Chair of the Worksite Wellness Council of Massachusetts and is a member of the Board of Directors of Health Promotion Advocates and Global Women 4 Wellbeing.


Safwan Shah Safwan Shah
Founding CEO of PayActiv

As PayActiv’s founding CEO, Safwan Shah is inspired every day by the transformative impact that PayActiv can bring to the lives of millions of people living paycheck to paycheck. An engineer by training, payments expert by experience and entrepreneur by accident, Safwan’s last job was at TSYS after the acquisition of Infonox, a payments company he founded and bootstrapped. His previous stints include being a rocket scientist at a NASA Center where a number of his experiments were part of the space program. Besides science and entrepreneurship, Safwan has also taught at Haas School of Business, UC Berkeley and Baskin School of Engineering at UC Santa Cruz. Safwan is a graduate of the distinguished Stanford Executive Program (SEP’09) and has an MS/PhD from UC Boulder.


Mim Senft Mim Senft
President and CEO, Motivity Partnerships Inc.
Mim Senft, CWWS, GBA, RYT, AAI has over 25 years of corporate experience in project management, benefits design and wellness program analysis, strategy development and implementation. In addition to being President and CEO of Motivity Partnerships, she serves on the Board of Directors for the National Wellness Institute, is a co-founder of Global Women 4 Wellbeing (GW4W) and a member of the Global Wellness Institute’s Future of Well Work initiative. She is a regular speaker at conferences and roundtables, writer and advocate for evidence and efficacy based solutions for more impact health and wellbeing for companies and communities.

Bruce Sherman Bruce Sherman
Medical Director, Aasonn
Bruce Sherman, MD, FCCP, FACOEM, serves as the Consulting Medical Director for Aasonn, where he supports health management strategy development for the organization’s workforce and family members, and provides strategic support for Aasonn’s commercial service offerings. Dr. Sherman also serves as the Medical Director for the RightOpt private exchange offering for Xerox. In this role, he provides strategic guidance for development, implementation and ongoing management of integrated health management strategies for exchange employer clients. Previously, he was the consulting corporate medical director for Wal-Mart Stores, Inc., Whirlpool Corporation, and Goodyear. Dr. Sherman has particular interests in the business value of investments in population health. Dr. Sherman is a member of the leadership board for the Integrated Benefits Institute, and has leadership committee roles with NCQA and the Population Health Alliance. A speaker at both local and national levels, he has presented workforce health and performance management strategies to diverse audiences, and has published numerous related articles.

Scott Sherman Scott Sherman
Executive VP, Human Resources

Scott currently oversees all aspects of human resources worldwide, including organization development and talent management, compensation and benefits, payroll, learning and development and the Human Resources Information Systems. He joined Ingram Micro in May 2015. Prior to joining Ingram Micro, Scott most recently served as executive vice president of Human Resources and a member of the Executive Committee at Allergan. Earlier in his career, Scott worked for Medtronic and Exxon Company U.S.A. Scott holds a Master of Industrial and Labor Relations from Cornell University’s School of Industrial and Labor Relations, and a Bachelor of Arts in International Affairs with concentrations in Economics and Labor Studies from the George Washington University.


Sandeep Singh Sandeep Singh
Senior Director of Total Rewards, Kellogg Company
Sandeep Singh is the Senior Director of Total Rewards for Kellogg Company. As part of this role, he leads the compensation and benefits functions for Kellogg. Prior to this role, Sandeep’s career has spanned 15 years from consulting to large corporations about benefit plans to investment banking. More importantly, he has had fun creating new solutions and executing different strategies. Sandeep holds a MS degree in mathematics and computer science from the Indian Institute of Technology in Delhi and a MS degree in actuarial science from The University of Iowa.

Carol Sladek Carol Sladek
Partner and Work-Life Consulting Lead, Aon Hewitt
Carol is a Partner in the Consumer Experience practice and the founder and leader of Aon Hewitt’s Work-Life consulting team. Carol specializes in work-life, time off, diversity and emerging workforce strategy, issues, and developments. She joined the firm in 1986. Carol works with clients around the world helping them to attract, motivate, and retain employees through strategic design of time off and work-life solutions. Implementation and communication of time off and work-life programs are an integral part of her consulting assignments. Carol’s recent publications include: “Examining Virtual Work in Today’s Workplace,” “Where is Everyone? The Rise in Workplace Flexibility,” Work/Life: It’s All About Time,” “Developing a Work/Life Strategy,” and “A Guide to Offering Work/Life Benefits.” Carol is frequently quoted in national trade and major newspaper publications throughout the country and has appeared on ABC’s Good Morning America, ABC World News, CBS Evening News, NBC Nightly News, WGN News, CNN and CNBC discussing work-life and time-off issues. She is a frequent speaker for a number of organizations including The Alliance for Work/Life Progress, The Conference Board, Council on Employee Benefits, WorldatWork, and other industry forums. Carol earned a B.S. degree in Finance from the University of Illinois and an M.B.A. degree with a concentration in International Business from Georgetown University.

Randy Spicer Randy Spicer
Vice President of Health and Insurance Services, National Restaurant Association
Randy Spicer currently leads the National Restaurant Association's Health Program, a unique Alliance with Optum & UnitedHealthcare- the country's largest health insurance company, as Vice President, NRA Health and Insurance Services. Randy brings an extensive background in healthcare and financial management, product development, underwriting and service integration strategies within the insurance, Medicare and healthcare industries. In senior leadership positions, Randy has created five regional health plans, started managed dental, workers’ comp and Part D programs and designed Medicare Secondary Payer recovery programs. He has served on a number of boards including The Hospital Center at Orange, Health Partners, LLC and as a director of the Health Industry Council. Randy holds a BSBA and MBA from the University of Arkansas and is a CLU and CPCU.

Gale Tedhams Gale Tedhams
Director of Sustainability, Owens Corning
As director of sustainability for Owens Corning, Ms. Tedhams directs the company's strategic development in greening its products and communicating its sustainability practices. With more than 30 years of experience with Owens Corning, Ms. Tedhams has been responsible for delivering successful results across several of its businesses and functional areas, including manufacturing leadership in both the U.S. and Europe, global diversity leadership and product line leadership in the Insulating Systems business. Ms. Tedhams serves on the board of directors for EEBA (the Energy and Environmental Building Alliance), is a member of the Lucas County, OH Sustainability Commission and is president of LEWAS (Lake Erie Western Alliance for Sustainability). She is a frequent guest speaker at major energy forums, conferences and a regular media spokesperson on the topics of global sustainability. Ms. Tedhams is a graduate of Michigan State University with a BS in Civil Engineering, and resides in Toledo, Ohio.

Rob Thurston Rob Thurston
President, HR Consulting Group

Rob J. Thurston is the President of HR Consulting Group, a top 25 HR/Benefits consulting firm according to Employee Benefit News. He has spoken at more
than 200 conferences on HSAs, Benefits and Human Resources.

Since 1981 he has been heavily involved with human resources and employee
benefits. He designed and implemented some of the first 401k and Section 125
benefits plans in the United States. In 1983 he designed one of the first PC
based administration systems for benefits. He was part of a task force to
implement 401k and new benefits for IBM and was the national Vice President
for James Benefits- the third largest consulting firm in the world. He was
responsible for consulting and implementation of all areas of HR/Benefits
for all 45 offices nationwide.

He has helped create some of the best selling HSA/HRA software, HRIS systems, Section 125, medical claims, Benefits Statements, Voice response, KIOSK, Call Center and now Internet self service software. He has published over 3 books, 4 videos, 20 cassette tapes, and numerous articles in national and international publications.

In 2015 he was inducted into the Worksite Hall of Fame at the Wynn Hotel in Las Vegas. He is currently the President of the Workplace Benefits Association.

He can be reached at hrconsultinggroup@msn.com, www.hrconsultinggroup.com


Shell Walser Shell Walser
Senior Manager of Total Rewards, Consumer Technology Association
Shell Walser is Senior Manager of Total Rewards at the Consumer Technology Association (CTA)TM, the U.S. trade association representing more than 2,200 consumer technology companies and which owns and produces CES® – The Global Stage for Innovation. Shell has 25 years of trade association, program management, analytics, and employee mentoring experience. Currently, she manages CTA’s benefits programs, with an emphasis on financial wellness. In the last two years, she has expanded CTA’s offerings beyond its 401(k) match and mortgage assistance program to include financial education sessions, student loan assistance and 529 college savings plans. Her approach to employee benefits combines data analysis with one-on-one support to retain and attract employees. Shell earned her undergraduate degree in communications from the State University of New York at Buffalo, and is a certified Project Management Professional (PMP). She is active with the HR & Benefits committee for the Northern Virginia Technology Council (NVTC).

Al Zink Rob Whalen
Co-founder and CEO, PTO Exchange

Rob is the co-founder and CEO of PTO Exchange. He is a serial entrepreneur with a BA in accounting from Seattle University with over 25 years selling and developing software and hardware products. His newest venture, PTO Exchange, was founded in 2013 and launched at last year’s HR Tech Conference, garnering press from Bloomberg, The Washington Post, Condé Nast Traveler, and an interview with Maria Bartiromo on Fox Business.


Al Zink Al Zink
Senior Vice President, Human Resources

As Senior Vice President of Human Resources, Al Zink directs all human resources initiatives for the company's employees worldwide, including talent acquisition, total rewards, education and organizational development, policy and HR systems.

With more than 30 years of human resources experience in fast-growing global enterprises, Al was most recently the Vice President of Human Resources at QuantiaMD, which brings physicians together in an online community.

From 2009-2011, Al was Vice President of Human Resources for Boston Power, a leading portable power manufacturer. Before that, he served as Vice President of Human Resources for BirdDog Solutions, as well as Compete Inc., an online market research company. He has also served as Senior Vice President of Human Resources for Upromise and Vice President of Human Resources of Thomson Dialog Worldwide. He helpedestablish human resources functions for NewsEdge Corporation, PictureTel Corporation, Fenwick Partners and Raster Technologies. Al began his career as Director of Personnel for Lowell General Hospital in 1977.

Al holds a B.A. from Boston College and a M. Ed. from Boston University.He has worked with many employees over the years who have struggled to balance work and family with limited resources. He and his wife have one adult son, as well as an elderly parent living with them, and they understand the dynamics of the extended family. Care.com's focus on helping families manage these growing care demands was one of the many things that drew him to the company.

 

 

Well known and experienced speakers from all areas of HR and HCM

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