Mark Schmit, Ph.D., SHRM-SCP
executive director
SHRM Foundation
Connect Online with this Speaker

Mark J. Schmit, Ph.D., is the Executive Director for the Society for Human Resource Management (SHRM) Foundation. In this capacity he leads the Foundation’s efforts to advance the strategic direction and impact of the HR profession. Dr. Schmit was previously the Vice President of Research for SHRM. Dr. Schmit has more than 25 years of experience in the field of human resources and has also been an academic, applied researcher, HR generalist, and internal and external consultant to both public and private organizations. Dr. Schmit earned a Ph.D. in Industrial and Organizational Psychology from Bowling Green State University in 1994. He has published more than 25 professional journal articles and book chapters and delivered more than 75 presentations at professional meetings on HR and Industrial/Organizational Psychology topics. Dr. Schmit is a Fellow in both the Society for Industrial and Organizational Psychology and the American Psychological Association. He is also certified as a Senior Professional in Human Resources (SPHR).

SESSIONS:
Alexander Alonso, Ph.D., SHRM-SCP
Chief Data & Insights Officer
SHRM
Connect Online with this Speaker

Alexander Alonso, PhD, SHRM-SCP is the Society for Human Resource Management's (SHRM's) Chief Data & Insights Officer leading operations for SHRM's Certified Professional and Senior Certified Professional certifications, research functions, and the SHRM Knowledge Advisor service. He is responsible for all research activities, including the development of the SHRM Competency Model and SHRM credentials.

During his career, he has worked with numerous subject matter experts worldwide with the aim of identifying performance standards, developing competency models, designing organizational assessments, and conducting job analyses. He was also responsible for working on contract task orders involving the development of measurement tools for content areas such as job knowledge (like teacher knowledge of instructional processes) and organizational climates (like organizational climate forecasting in military health care).

Dr. Alonso received his doctorate in Industrial-Organizational Psychology from Florida International University in 2003. His works have been recognized for their contribution to real-world issues. They include being recognized by the Society for Industrial Organizational Psychology (Division 14 of the APA; SIOP) with the 2007 M. Scott Myers Award for Applied Research in the Workplace for the development of the federal standard for medical team training, TeamSTEPPS; being awarded a 2009 Presidential Citation for Innovative Practice by the American Psychological Association for supporting the development of competency model for team triage in emergency medicine; and receiving the 2013 SIOP Distinguished Early Career Contributions for Practice Award.

Throughout his career, he has published works in peer-reviewed journals such as Industrial and Organizational Psychology: Perspectives on Science and Practice, Journal of Applied Psychology, International Journal of Selection and Assessment, People and Strategy, Personality and Individual Differences, Quality and Safety in Health Care, and Human Resources Management Review. He has also authored several chapters on community-based change initiatives in workforce readiness, as well as co-authoring Defining HR Success: A Guide to the SHRM Competency Model in Practice.

Dr. Alonso also served as a columnist analyzing major trends in the workforce for The Industrial Psychologist and HR Magazine. In addition, he has served on several professional society boards including the SIOP and the Personnel Testing Council of Metropolitan Washington.

SESSIONS:
Stephanie Vance
Founder, Advocacy Guru and Author
Advocacy Guru
Connect Online with this Speaker

Stephanie Vance, also known as the “Advocacy Guru”, is author of five books including Citizens in Action: A Guide to Influencing Government and the recently released The Influence Game. She’s a 25 year veteran of the Washington, D.C. political scene and has held positions as a lobbyist, grassroots consultant and Congressional aide.

Stephanie’s experiences as a legislative director and Chief of Staff on Capitol Hill led her to found Advocacy Associates, a firm dedicated to helping individuals and organizations be both heard and agreed with in the legislative environment. To achieve that goal she provides inperson and online trainings for thousands of advocates around the world.

Ms. Vance holds a Master’s Degree in Legislative Affairs from George Washington University and a Master’s Degree in Liberal Studies at Georgetown University. She lives and works in Washington, D.C.

SESSIONS:
Vicki Blanton
Senior Benefits Counsel
American Airlines
Connect Online with this Speaker

Vicki D. Blanton is the Senior Benefits Counsel practicing ERISA, employee benefits and executive compensation for American Airlines, Inc. In that capacity, she handles the legal issues related to the Company's various union and non-union retirement plans, health and welfare plans, international benefits, and executive compensation plans. She joined American Airlines in August 2008 from JCPenney, where she worked for almost 8 years in a similar capacity with increasing responsibilities. Vicki began her legal career in 1991 at Thompson & Knight as a trial lawyer. In 1995, Vicki became an Assistant City Attorney for the City of Dallas, Texas, where she changed her practice from litigation to employee benefits.

Vicki received a J.D. from the Southern Methodist University School of Law in 1991, and a Bachelor of Journalism from the University of Texas at Austin. During her legal career, Vicki has been named to D Magazine's list of Best Lawyers in 2005 and 2007, as well as Eclipse Magazine's Dynamic Lawyers list. She was also named as one of the Best Corporate Counsel by the Dallas Business Journal. She is the Vice-Chair of the Corporate Counsel Forum of the Employee Benefits Subcommittee of the American Bar Association Tax Section.

SESSIONS:
Lynn Franzoi
Owner
LLF Consulting, LLC
Connect Online with this Speaker

With over thirty years of experience in the benefits field, Lynn Franzoi is recognized as an accomplished Benefits Executive. She has demonstrated a unique ability to interface with employees and executives at all levels, providing quality benefits while controlling costs. Lynn has managed the design, administration and financing of benefits for Fox Entertainment Group, a major global entertainment company, as well as other major Los Angeles-based companies, including American Honda and Whittaker Corporation. Lynn is an accomplished executive who has served on the boards of hospitals and non-profit organizations and who has provided advisory services to public, private and government agencies.

SESSIONS:
Laura Westfall
Senior Associate
King & Spalding
Connect Online with this Speaker

Ms. Westfall represents clients in the employee benefits and executive compensation aspects of mergers and acquisitions, financings, and other types of transactions, including due diligence, negotiations, and post-transaction benefits integration. In addition, she advises clients with respect to the design and operation of equity compensation arrangements, including all forms of stock compensation (such as stock option, restricted stock and phantom stock plans), partnership equity plans and long-term incentive plans, and the implications of Sections 162(m), 280G and 409A of the Internal Revenue Code on such arrangements. Ms. Westfall regularly represents both employers and senior executives in connection with the negotiation and drafting of executive compensation agreements, including employment, change-in-control, retention and severance agreements. Ms. Westfall also counsels investment fund sponsors and investing plans on the fiduciary, prohibited transaction and other implications of ERISA. She provides advice to clients on all aspects of their employee benefit programs, including the design and implementation of tax qualified retirement plans (such as 401(k) plans, defined benefit plans and ESOPs), health, welfare and other fringe benefit plans (including medical, dental, disability, life insurance, cafeteria and consumer-directed health plans), as well as compliance with ERISA, COBRA, HIPAA and the Internal Revenue Code.

Ms. Westfall received her B.A. in International Relations from Mount Holyoke College in May 2003, and her J.D. from Widener University School of Law in May 2006. Ms. Westfall earned her LL.M. in Taxation, with distinction, as well as an Employee Benefits Law Certificate, from Georgetown University Law Center in May 2007.

SESSIONS:
Laura Westfall
Senior Associate
King & Spalding
Connect Online with this Speaker

Ms. Westfall represents clients in the employee benefits and executive compensation aspects of mergers and acquisitions, financings, and other types of transactions, including due diligence, negotiations, and post-transaction benefits integration. In addition, she advises clients with respect to the design and operation of equity compensation arrangements, including all forms of stock compensation (such as stock option, restricted stock and phantom stock plans), partnership equity plans and long-term incentive plans, and the implications of Sections 162(m), 280G and 409A of the Internal Revenue Code on such arrangements. Ms. Westfall regularly represents both employers and senior executives in connection with the negotiation and drafting of executive compensation agreements, including employment, change-in-control, retention and severance agreements. Ms. Westfall also counsels investment fund sponsors and investing plans on the fiduciary, prohibited transaction and other implications of ERISA. She provides advice to clients on all aspects of their employee benefit programs, including the design and implementation of tax qualified retirement plans (such as 401(k) plans, defined benefit plans and ESOPs), health, welfare and other fringe benefit plans (including medical, dental, disability, life insurance, cafeteria and consumer-directed health plans), as well as compliance with ERISA, COBRA, HIPAA and the Internal Revenue Code.

Ms. Westfall received her B.A. in International Relations from Mount Holyoke College in May 2003, and her J.D. from Widener University School of Law in May 2006. Ms. Westfall earned her LL.M. in Taxation, with distinction, as well as an Employee Benefits Law Certificate, from Georgetown University Law Center in May 2007.

SESSIONS:
Vicki Blanton
Senior Benefits Counsel
American Airlines
Connect Online with this Speaker

Vicki D. Blanton is the Senior Benefits Counsel practicing ERISA, employee benefits and executive compensation for American Airlines, Inc. In that capacity, she handles the legal issues related to the Company's various union and non-union retirement plans, health and welfare plans, international benefits, and executive compensation plans. She joined American Airlines in August 2008 from JCPenney, where she worked for almost 8 years in a similar capacity with increasing responsibilities. Vicki began her legal career in 1991 at Thompson & Knight as a trial lawyer. In 1995, Vicki became an Assistant City Attorney for the City of Dallas, Texas, where she changed her practice from litigation to employee benefits.

Vicki received a J.D. from the Southern Methodist University School of Law in 1991, and a Bachelor of Journalism from the University of Texas at Austin. During her legal career, Vicki has been named to D Magazine's list of Best Lawyers in 2005 and 2007, as well as Eclipse Magazine's Dynamic Lawyers list. She was also named as one of the Best Corporate Counsel by the Dallas Business Journal. She is the Vice-Chair of the Corporate Counsel Forum of the Employee Benefits Subcommittee of the American Bar Association Tax Section.

SESSIONS:
Lynn Franzoi
Owner
LLF Consulting, LLC
Connect Online with this Speaker

With over thirty years of experience in the benefits field, Lynn Franzoi is recognized as an accomplished Benefits Executive. She has demonstrated a unique ability to interface with employees and executives at all levels, providing quality benefits while controlling costs. Lynn has managed the design, administration and financing of benefits for Fox Entertainment Group, a major global entertainment company, as well as other major Los Angeles-based companies, including American Honda and Whittaker Corporation. Lynn is an accomplished executive who has served on the boards of hospitals and non-profit organizations and who has provided advisory services to public, private and government agencies.

SESSIONS:
Chatrane Birbal
Vice President, Public Policy
SHRM
Connect Online with this Speaker

Chatrane Birbal is Vice President, Public Policy in SHRM national’s Alexandria, Va. office. In this capacity, she is actively involved in solidifying strategic partnerships and research to address policy issues on Capitol Hill that impact the workplace. In her role, Ms. Birbal lobbies Congress and develops policies and positions in support of workplace public policy issues including workplace healthcare, workforce development, workplace equity, workplace flexibly and leave, workplace immigration and employer-sponsored benefits (retirement, education assistance, unemployment insurance, among others).   

Prior to joining SHRM, Ms. Birbal was the director of government relations at the Council on Foundations, a Washington, D.C.-based nonprofit membership association of some 2,000 grant making foundations and corporations, with assets totaling more than $282 billion. During her tenure at the Council, Ms. Birbal implemented strategies and launches programs in support of the organization’s public policy and government relations work. She lobbied Congress on tax legislation relating to charitable giving, raised the Council’s profile with Congress and other nonprofit organizations, advised members on legislative activities impacting philanthropy and planned and executed the Council’s annual legislative fly-in conference, “Foundations on the Hill.”

Prior to joining the Council, Ms. Birbal was a federal legislative lobbyist at the American Psychiatric Association (APA), an Arlington, Va.-based medical specialty society with over 38,000 U.S. and international member physicians who work together to ensure humane care and effective treatment for all persons with mental disorders, including mental retardation and substance-related disorders. During her tenure at APA, Ms. Birbal lobbied Congress on behalf of psychiatrists, planned and executed the association’s annual advocacy day training session for membership as well as developed the APA’s online advocacy action center to further legislative efforts on behalf of the psychiatry profession.

Chatrane previously served on the Board of Directors for the ACT for Alexandria community foundation.  ACT for Alexandria brings the community together to elevate local philanthropic giving and engagement to new heights, supports local nonprofits working to aid the most vulnerable and develops solutions for the community’s most pressing challenges. During her tenure on the Board Ms. Birbal supported the foundation’s initiatives including ACTion Alexandria, an online civic engagement platform and Spring2ACTion, 24 hours of online giving to support local nonprofits.

Chatrane obtained a Bachelor of Arts degree in political science from the State University at Buffalo in Buffalo, N.Y. and received her graduate degree of public administration and public policy from George Mason University in Fairfax, Va.

 

Ms. Birbal currently serves on the Board of Directors of Women in Government Relations (WGR) - the premier, non-partisan professional society dedicated to advancing and empowering women by fostering professional development and growth opportunities through a community that supports women’s leadership in government relations. She is a member of the Tax Coalition, which provides a forum for the exchange of ideas among professionals in federal tax policymaking to encourage the professional development of women in federal tax policy and Birbal also serves as a Director-at-large on George Mason University’s Alumni Board.

SESSIONS:
Stephanie Vance
Founder, Advocacy Guru and Author
Advocacy Guru
Connect Online with this Speaker

Stephanie Vance, also known as the “Advocacy Guru”, is author of five books including Citizens in Action: A Guide to Influencing Government and the recently released The Influence Game. She’s a 25 year veteran of the Washington, D.C. political scene and has held positions as a lobbyist, grassroots consultant and Congressional aide.

Stephanie’s experiences as a legislative director and Chief of Staff on Capitol Hill led her to found Advocacy Associates, a firm dedicated to helping individuals and organizations be both heard and agreed with in the legislative environment. To achieve that goal she provides inperson and online trainings for thousands of advocates around the world.

Ms. Vance holds a Master’s Degree in Legislative Affairs from George Washington University and a Master’s Degree in Liberal Studies at Georgetown University. She lives and works in Washington, D.C.

SESSIONS:
Tuesday, March 18, 2014 - 2:15pm to 3:45pm
Chatrane Birbal
Vice President, Public Policy
SHRM
Connect Online with this Speaker

Chatrane Birbal is Vice President, Public Policy in SHRM national’s Alexandria, Va. office. In this capacity, she is actively involved in solidifying strategic partnerships and research to address policy issues on Capitol Hill that impact the workplace. In her role, Ms. Birbal lobbies Congress and develops policies and positions in support of workplace public policy issues including workplace healthcare, workforce development, workplace equity, workplace flexibly and leave, workplace immigration and employer-sponsored benefits (retirement, education assistance, unemployment insurance, among others).   

Prior to joining SHRM, Ms. Birbal was the director of government relations at the Council on Foundations, a Washington, D.C.-based nonprofit membership association of some 2,000 grant making foundations and corporations, with assets totaling more than $282 billion. During her tenure at the Council, Ms. Birbal implemented strategies and launches programs in support of the organization’s public policy and government relations work. She lobbied Congress on tax legislation relating to charitable giving, raised the Council’s profile with Congress and other nonprofit organizations, advised members on legislative activities impacting philanthropy and planned and executed the Council’s annual legislative fly-in conference, “Foundations on the Hill.”

Prior to joining the Council, Ms. Birbal was a federal legislative lobbyist at the American Psychiatric Association (APA), an Arlington, Va.-based medical specialty society with over 38,000 U.S. and international member physicians who work together to ensure humane care and effective treatment for all persons with mental disorders, including mental retardation and substance-related disorders. During her tenure at APA, Ms. Birbal lobbied Congress on behalf of psychiatrists, planned and executed the association’s annual advocacy day training session for membership as well as developed the APA’s online advocacy action center to further legislative efforts on behalf of the psychiatry profession.

Chatrane previously served on the Board of Directors for the ACT for Alexandria community foundation.  ACT for Alexandria brings the community together to elevate local philanthropic giving and engagement to new heights, supports local nonprofits working to aid the most vulnerable and develops solutions for the community’s most pressing challenges. During her tenure on the Board Ms. Birbal supported the foundation’s initiatives including ACTion Alexandria, an online civic engagement platform and Spring2ACTion, 24 hours of online giving to support local nonprofits.

Chatrane obtained a Bachelor of Arts degree in political science from the State University at Buffalo in Buffalo, N.Y. and received her graduate degree of public administration and public policy from George Mason University in Fairfax, Va.

 

Ms. Birbal currently serves on the Board of Directors of Women in Government Relations (WGR) - the premier, non-partisan professional society dedicated to advancing and empowering women by fostering professional development and growth opportunities through a community that supports women’s leadership in government relations. She is a member of the Tax Coalition, which provides a forum for the exchange of ideas among professionals in federal tax policymaking to encourage the professional development of women in federal tax policy and Birbal also serves as a Director-at-large on George Mason University’s Alumni Board.

SESSIONS:
Kathleen Coulombe
Senior Advisor, Government Relations
SHRM
Connect Online with this Speaker

Kathleen Coulombe is a Senior Advisor, Government Relations at the Society for Human Resource Management (SHRM).  In this capacity, she is actively involved in tax and benefit public policy issues on Capitol Hill that impact the Human Resource profession.  Prior to working in this capacity, Coulombe served as the State Affairs Specialist where she managed public policy issues on the state level for SHRM. She is based in Alexandria, Va.

SESSIONS:
Rebecca Peters
director, Policy Engagement
SHRM
Connect Online with this Speaker
Mrs. Peters has worked with the Society for Human Resource Management (SHRM) since October 2018. She previously worked for SHRM’s former affiliate the Council for Global Immigration (CFGI) in the Washington DC metro-area for nearly fifteen years, helping to advance high skilled immigration and employment verification reforms with the U.S. Congress, the White House and the federal agencies. She has served as a chair of the policy committee of the Compete America coalition. She also serves on other coalitions and working groups to educate and advance immigration system efficiencies and to ensure critical changes to employer immigration compliance are reasonable.
SESSIONS:
Sunday, March 16, 2014 - 4:00pm to 6:00pm
Leslie Silverman
Shareholder
Fortney & Scott, LLC
Connect Online with this Speaker

Leslie E. Silverman is a shareholder at Fortney & Scott, LLC where she counsels and advises clients on complying with workplace laws, dealing with the Equal Employment Opportunity Commission, other government agencies and Congress, and on a wide range of workplace issues, including employment screening and diversity and recruitment and retention programs.  Ms. Silverman also conducts workplace investigations and represents clients before the EEOC and other government agencies.

SESSIONS:
Elizabeth B. Bradley
Shareholder
Fortney Scott
Connect Online with this Speaker

Elizabeth B. Bradley has over fifteen years of experience representing employers and federal contractors in litigation and mediation matters before state and federal agencies and courts, as well as counseling and training private, public, and non-profit employers in all aspects of employment law.

In addition, Ms. Bradley has extensive knowledge and experience in counseling federal contractors in matters relating to OFCCP. She has represented U.S. corporations in successfully defending against OFCCP’s review of the contractor’s utilization rates and compensation practices. Ms. Bradley also has experience in advising employers on wage and hour compliance under federal and state laws; litigating discrimination and retaliation claims advanced under Title VII, ADA, ADEA, and comparable state and local statutes; conducting internal investigations involving discrimination complaints; performing wage and hour compliance reviews; and drafting and negotiating employment agreements including non-compete and non-solicitation provisions.

Ms. Bradley has a broad-based practice counseling and representing employers on compliance with federal and state workplace laws and regulations and designing and implementing sound employment practices and policies. Ms. Bradley has broad experience in conducting effective investigations of workplace claims and grievances, including misconduct, discrimination, retaliation, harassment and other claims employers typically face. She has been called upon by clients to conduct corporate internal investigations on sensitive employment matters, including allegations of serious misconduct and sexual harassment charges involving executive personnel. In addition to conducting workplace investigations, Ms. Bradley provides guidance and legal advice to clients handling their investigations in-house. Ms. Bradley has drafted investigation policies and procedures, and sexual harassment and other EEO policies for employers and has counseled employers about their responsibilities under Title VII of the Civil Rights Act and other EEO laws.

Prior to joining FortneyScott, Ms. Bradley represented and counseled employers in labor and employment law matters in private practice. She served as a law clerk to the Honorable Ronald L. Buckwalter on the United States District Court for the Eastern District of Pennsylvania after graduating from the University of Pittsburgh School of Law. Ms. Bradley is admitted to practice in Washington, D.C. and Pennsylvania, as well as in various federal courts.

SESSIONS:
Laurel Bellows
Principal and Immediate Past President of the American Bar Association
The Bellows Law Group, P.C.
Connect Online with this Speaker

Laurel G. Bellows is a Principal in The Bellows Law Group, P.C. Ms. Bellows is an experienced business lawyer who counsels senior executives around the world on employment matters such as employment contracts, executive compensation, severance agreements and workplace disputes. She also represents clients in areas ranging from commercial litigation to business startups. Ms. Bellows is licensed to practice in the States of Illinois, Florida and California, as well as in Federal courts throughout the country. She is also admitted and qualified as an Attorney and Counsellor of the Supreme Court of the United States. Ms. Bellows is a mediator, certified through the Institute for Conflict Management.

A respected voice on matters concerning negotiation, business litigation and the advancement of professional women, Ms. Bellows has written and lectured extensively. She has spoken on the subject of negotiation tactics before groups such as the Deloitte and Touche Leadership Conference, the Harvard Club of Chicago and the Women’s Leadership Exchange. She authored a chapter on negotiating in The Communication Coach, a book on business and personal communications and has written or been interviewed for articles on litigation and negotiation in publications such as Your Money, Nation’s Business, Chicago Life, Investment Dealer’s Digest, Time Magazine, The Washington Post, Working Woman and The Chicago Tribune.

Ms. Bellows is a leader in the legal community on the local and national levels. Laurel Bellows is Immediate Past President of the American Bar Association, 2013-2014. She is immediate past Chair of the American Bar Association’s House of Delegates, the ABA’s policy-making body; the second-highest elected office in the ABA. She is past President of the 22,000-member Chicago Bar Association and the National Council of Bar Presidents. American Lawyer Magazine selected Ms. Bellows as one of seven women nationally who contributed most to the advancement of women in the legal profession, Chicago Magazine designated her as a Power Lawyer and Crain’s Chicago Business named her in the Who’s Who in Chicago Business List and as one of Chicago’s 100 Women of Influence. In addition, Ms. Bellows has served on the Standing Civil Reform Act Advisory Committee of the U. S. District Court for the Northern District of Illinois, the Illinois Supreme Court Special Commission on the Administration of Justice and the U. S. Senate Judicial Nominations Commission for the Northern District of Illinois.

 

 

SESSIONS: