Jeffrey P. Tulloch
vice president
MetLife PlanSmart®
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Jeff Tulloch is vice president of MetLife’s PlanSmart®, Workplace Benefits, and Business Advantage organization.  

In this role he is responsible for overseeing PlanSmart, MetLife’s financial education platform which provides education and assistance to meet the diverse financial needs of employees.  More than 170 of the Fortune 500 companies currently rely on PlanSmart to support their financial wellness efforts.

 Jeff is passionate about helping employees improve their financial wellness through education and is committed to empowering them to take action to achieve their financial goals.  He speaks at various seminars on the topic and also works with MetLife leaders globally to bring financial education to international employees of companies located in countries such as India, Japan, and Mexico. 

In addition to PlanSmart, Jeff oversees MetLife’s Business Advantage organization, leading a cross-channel initiative that provides coordinated resources and support to help MetLife firms succeed in the small business owner market. 

Through the Workplace Benefits arm of his organization, Jeff manages a team that provides voluntary benefits to companies. 

Jeff has served in a number of roles with MetLife since joining the company in 1996.  Prior to his current role, he had responsibility for MetLife’s Strategic Alliance group, focused on establishing and managing distribution relationships with associations, affinity groups, and a variety of other distribution organizations. 

Jeff and his wife, Karen, live in Ridgefield, CT, and have two college-aged sons.  When he’s not promoting financial wellness, you can find Jeff on a ski slope, racing slalom, giant slalom, and super-G in the United States Masters division.

SESSIONS:
Jill Lukenovich, CEBS, CMS, SHRM-CP
Retirement Benefits manager
Boehringer Ingelheim USA Corporation
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As the Retirement Benefits Manager for Boehringer Ingelheim USA Corporation, Jill has responsibility for operations, communications and compliance for all retirement benefits for the Company’s domestic workforce.  Jill joined Boehringer Ingelheim in 2006, and brings over 30 years of experience in the benefits industry.  Prior to joining Boehringer Ingelheim, Jill was the Benefits Manager at Schott North America, Inc. and a supervisor at Madison Pension Services, Inc.

 

Over the past few years, Jill has overseen the development of a series of retirement education offerings, tools and resources for Boehringer Ingelheim’s diverse workforce.

  

Jill is a member of the Society for Human Resource Management (SHRM).  She holds the Certified Employee Benefit Specialist (CEBS), Compensation Management Specialist (CMS), PHR and SHRM-CP designations.

SESSIONS:
Monday, June 20, 2016 - 7:00am to 8:15am
Jay M. Kirschbaum
Benefits Compliance - Director and Sr. V.P.
World Insurance Associates
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Jay has more than 30 years of experience as a tax attorney specializing in employee benefits.  Prior to joining World, Jay was a Sr. VP and Senior ERISA Attorney with Lockton was previously the national practice leader for the legal and research team at WT.W

Jay served as a Peace Corps volunteer and business consultant from 1979 to 1982. 

He has an LL.M.  in taxation from New York University School of Law, J.D. with distinction from the University of Arizona College of Law and a BSBA from Washington University in St. Louis.  Jay is the former Chair of the American Benefits Council, an adjunct professor of employee benefits in the LL.M. program at Washington University School of Law.

 

 

 

 

SESSIONS:
Cory Bouck
director of Organizational Development & Learning
Johnsonville Sausage, LLC
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Cory Bouck is the Director of Organizational Development & Learning at Johnsonville Sausage.  He is also an author, keynote speaker, and an expert in building leaders - a reputation he has earned over twenty years of leading in the military, in business, and in politics. He is a graduate of and former leadership instructor at the U.S. Naval Academy and is a former Naval Flight Officer. Cory led brand and event marketing teams at General Mills, Newell-Rubbermaid, and Johnsonville Sausage.  He is also the author of The Lens of Leadership: Being the Leader Others WANT to Follow (2013).

 

SESSIONS:
David A. Lee
principal
HumanNature@Work
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David Lee, the founder of HumanNatureAtWork.com, helps employers improve employee engagement, customer service, and morale, though his work as a consultant, trainer, and executive coach. He is an internationally recognized authority on organizational and managerial practices that optimize employee performance.

David is the author of Managing Employee Stress and Safety, as well as over sixty articles and book chapters on employee and organizational performance that have been published in North America, Europe, India, Australia, and China.

Much of his work involves taking research into human nature from a wide range of scientific disciplines, and then translating these principles into practical strategies for optimizing individual and organizational performance.

Using the popular TV show The Dog Whisperer as an analogy for the difference understanding human nature makes, David’s work helps leaders and managers become “Employee Whisperers.”
SESSIONS:
Richard Schepp
chief administrative officer
Kohl's
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Richard Schepp, chief administrative officer, oversees Kohl's human resources, legal, risk management and compliance, real estate and business development functions.

Schepp joined Kohl’s in 2000 as senior vice president, general counsel/secretary. He was promoted to executive vice president in 2001 and senior executive vice president in 2011. In 2013, he became senior executive vice president, human resources, general counsel/secretary. He was promoted to the principal officer position of chief administrative officer in 2015.

Prior to joining Kohl's, Schepp, a 23-year retail veteran, served as senior vice president, general counsel/secretary for Shopko. He began his career as an attorney for Quarles & Brady, LLP.

SESSIONS:
David Almeda
vice president human resources
Kronos Incorporated
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As vice president of human resources, David Almeda is responsible for overseeing the global human resources function at Kronos.  He serves as a strategic business partner to Kronos’ senior leadership team and drives the human capital management strategy, programs, and initiatives to support Kronos’ continued growth and profitability. Prior to his work at Kronos, Almeda spent 16 years in various human resources functions at Staples, most recently as vice president of global human resources.

Almeda holds a master’s degree in HR management, and a doctoral degree from The University of Pennsylvania’s Wharton School/Graduate School of Education. He is an active member of SHRM; serves on the Board of Directors of the New England Human Resources Association; and is an advisory board member of the Executive Program in Work-based Learning Leadership at the University of Pennsylvania/Wharton. He is a sought-after speaker and expert on HR issues, and has presented at or been published by The Conference Board, Harvard Business School, and CMO Magazine.

 

SESSIONS:
Monday, June 20, 2016 - 7:00am to 8:15am
Maura Cullen
diversity training & Consultant
Cullen & Associates, LLC
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Dr. Maura Cullen is widely considered one of the nation’s foremost authorities on issues of diversity and inclusion. With over 30 years of experience as a trainer and keynote speaker, she received her doctorate in Social Justice and Diversity Education from the University of Massachusetts. Maura is a founding faculty member of the Social Justice Training Institute, Founder of the Diversity Student Summit and author of, 35 Dumb Things Well-Intended People Say: Surprising Things We Say That Widen the Diversity Gap.

 

SESSIONS:
Dr. Loren O. Murfield
CEO
Murfield International, Inc.
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Dr. Loren Murfield is a disruptive thinker who serves as an Executive Coach, Author, Filmmaker, and Speaker. Working with entrepreneurs and organizational leaders, he stretches their thinking to sense and seize cutting-edge opportunities. Dr. Murfield has authored over 30 books, including Pivotal Thinking, Pivotal Leadership, and Pivotal Power. He has also penned eight plays, a screenplay and produced his first movie short in 2020. He holds a Ph.D. in Communication Studies from the University of Nebraska and taught 23 undergraduate and graduate courses in Leadership and Communication.

SESSIONS:
Chris Musselwhite
president and chief executive officer
Discovery Learning, Inc.
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Chris founded Discovery Learning in 1990. As the company’s head product designer, he manages the research and development processes and is always coming up with new ideas to ensure Discovery Learning’s products remain innovative and effective in a changing world. He also works with clients on program and training design to make sure Discovery Learning’s products fit their needs.

Chris served as a Kellogg Fellow (1987-1990) and has worked in organizational and leadership development for more than 30 years. He has developed numerous programs covering leadership development, creativity and innovation, change management and team building for some of the most well known and respected companies in the world. He has designed and delivered programs in North America, Europe, Asia, and Africa, including countries such as The Netherlands, Germany, India, China, Japan, Malaysia and Ethiopia. He has also helped create seven simulations and nine innovative assessment tools.

SESSIONS:
Shayna Helene Balch
partner
Fisher & Phillips, LLP
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Shayna Balch is a partner in both the Phoenix and Los Angeles offices. She represents employers in employment and labor litigation matters before federal and state courts as well as before administrative agencies. She handles matters across all facets of labor and employment law including employment discrimination, sexual harassment, retaliation, wrongful termination, restrictive covenants, preventive counseling, employee training, personnel policies, and employment agreements. Shayna has represented clients before trial and appellate courts, the Equal Employment Opportunity Commission (EEOC), the Arizona Civil Rights Division, and United States Department of Justice Office of Special Counsel (OSC).

SESSIONS:
Pavneet Singh Uppal
partner
Fisher & Phillips, LLP
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Pavneet Singh Uppal is a partner in the Firm’s Phoenix office and has litigated in state and federal courts in Arizona, California, New Mexico and Illinois. He regularly represents national, regional, and local clients in a variety of complex civil litigation matters. As lead trial counsel, Pavneet has litigated employment cases, including class actions, in federal and state trial and appellate courts, at arbitration and before administrative agencies. He focuses his practice on labor and employment disputes with an emphasis on unfair competition, trade secrets, wrongful discharge and equal employment opportunity litigation and arbitration.

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