Jason Nathaniel Sheffield
National Director of Compliance
Baldwin Risk Partners
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Jason Sheffield is BRPs National Director of Compliance for the Baldwin Regulatory Compliance Collaborative. He oversees the ongoing evolution of our firm's national compliance operations. Jason develops, designs and implements educational programming and compliance assuredness services by creating timely and relevant solutions designed for the benefit of our clients and colleagues, our industry partners, and the general benefits community. Jason has practiced employee benefits law and consulting for nearly two decades, representing individual, corporate, and tribal interests at the local, state, and federal levels. He has advised clients and provided representative services before administrative agencies such as the DOL, the IRS, CMS, OCR, several state-level treasury authorities, and others. He has experience with both qualified and non-qualified retirement plans, executive compensation matters, and extensive experience respecting health and welfare plan matters. Jason received his undergraduate degree from Georgia State University (magna cum laude) and his Juris Doctor from Western New England College School of Law. He is admitted to the State Bar of Georgia.

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Jason Nathaniel Sheffield
National Director of Compliance
Baldwin Risk Partners
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Jason Sheffield is BRPs National Director of Compliance for the Baldwin Regulatory Compliance Collaborative. He oversees the ongoing evolution of our firm's national compliance operations. Jason develops, designs and implements educational programming and compliance assuredness services by creating timely and relevant solutions designed for the benefit of our clients and colleagues, our industry partners, and the general benefits community. Jason has practiced employee benefits law and consulting for nearly two decades, representing individual, corporate, and tribal interests at the local, state, and federal levels. He has advised clients and provided representative services before administrative agencies such as the DOL, the IRS, CMS, OCR, several state-level treasury authorities, and others. He has experience with both qualified and non-qualified retirement plans, executive compensation matters, and extensive experience respecting health and welfare plan matters. Jason received his undergraduate degree from Georgia State University (magna cum laude) and his Juris Doctor from Western New England College School of Law. He is admitted to the State Bar of Georgia.

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Mark Yelich
Partner
BAL
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Mark is a Partner in Berry Appleman & Leiden LLP’s Dallas office. Mark represents clients ranging from startups to Fortune 500 companies in the IT, health and medical research, engineering, transportation, and pharmaceutical industries. He focuses on providing corporations with strategic advice and insight while they seek to hire and retain global talent. As the son of two immigrant parents, Mark uses his family’s experiences to carefully navigate clients through the US immigration system.  

Partnering with corporate HR and legal teams, Mark develops immigration sponsorship and compliance programs, and aligns services with business operations. He advises companies on the impact of corporation reorganizations and mergers and acquisitions. Mark also advises researchers and health care professionals on EB-1, PERM, Physician NIW, and Conrad 30 J-1 waivers. Mark has extensive experience with health care immigration and has represented both institutional clients and individual physicians. 

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Jonathan Nagel
Senior Associate
BAL
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Jonathan is a Senior Associate in BAL’s Boston office. He partners with multinational corporations by providing program management, strategic consulting, and quality control to help companies create best-in-class global immigration programs. He has experience working with companies ranging from start-ups to some of the largest companies in the world across various industries, from retail to defense contracting. Jonathan has a strong interest in mergers and acquisitions, and recently managed the immigration impacts of a $67 billion acquisition.

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Lorraine Cohen
Partner
Deloitte Tax LLP
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Lorraine Cohen is a Partner in the Global Employment Services (GES) practice for Deloitte Tax LLP in San Francisco.  She is the Americas Leader for Deloitte’s Emerging Workforce team which includes both Business Travel Analytics and Remote Work practice offerings.  She has developed the approach and methodology for mitigating risk for business travelers and remote workers for Deloitte Tax globally. 

Lorraine worked with the California Franchise Tax Board to streamline reporting for international inbound travelers to California which resulted in the passage of AB2660, allowing composite filings for international nonresident travelers to California.

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Lori Long
HR Manager
Lehman Daman Construction
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Identifying innovative approaches and improved solutions to business challenges both motivate and drive me. Observation, inspiration, and determination are my foundation for success. My philosophy is that introducing fresh perspectives and new techniques allow businesses to evolve and grow. My goal is to remain on the cutting-edge of advancements. My successes have stemmed from essential skills, including organizational development and employee relations. I have enhanced my collaboration abilities and cultivated a reputation as a major contributor through motivation. I am a team player who is always searching for opportunities to impart valuable insights. With these qualities, I am able to facilitate positive change and impacting outcomes.

SESSIONS:
Wednesday, June 14, 2023 - 10:30am to 11:30am
Edwin G. Foulke
Attorney at Law
Fisher Phillips
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Alessandra Henderson
Co-Founder & CEO
Elektra Health
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Alessandra Henderson is the Co-Founder & CEO of Elektra Health, a next-gen women's healthcare platform on a mission to smash the menopause taboo. Elektra empowers the 50M women navigating menopause in the US – and the millions more abroad – with evidence-based education, care & community. Prior to Elektra, Alessandra spent 10+ years building early stage consumer businesses from the ground up at Artsy, the MIT NYC Startup Studio, and Human Ventures. She holds a B.A. from Vanderbilt University and MBA from Sloan MIT, where she received the Martin Trust Community Fellow Award and the Patrick McGovern Entrepreneurship Award. Her work has been covered by The NY Times, Fast Company, Techcrunch, the Financial Times and more.

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Dr. Tina Opie
Advisory Board
Elektra
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Dr. Tina Opie is an Associate Professor of Management, and an award-winning teacher and researcher, consultant and speaker. She is the founder of Opie Consulting Group LLC, where she advises large firms in the financial services, entertainment, media, beauty, educational, and healthcare industries. Her research has appeared in such outlets as O Magazine, The Washington Post, The Boston Globe, and Harvard Business Review and she has been published in multiple academic journals. She is also a regular commentator on Harvard Business Review’s Women at Work podcast and Greater Boston’s NPR affiliate television station WGBH.

SESSIONS:
Wednesday, June 14, 2023 - 10:30am to 11:30am
Jodi Brandstetter
Founder & Lead Facilitator
By Design Brainery
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Jodi Brandstetter is a Brand Positioning Coach specializing in human design and design thinking, empowering HR business consultants to define their business uniquely. With two decades of HR and business experience, Jodi offers tailored strategies for HR consultants to authentically connect with their ideal customers. As an 8-time Amazon Bestselling Author, Jodi lives outside Cincinnati, Ohio, with her family.

SESSIONS:
Wednesday, June 14, 2023 - 10:30am to 11:30am
Andrea Belk Olson
CEO
Pragmadik
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Andrea began her career building a tech startup from $10k in seed monies to a multi-million-dollar organization in only 8 years. She went onto serve as the first female corporate executive at multiple global companies, and an I-CORPS certified instructor with the University of Iowa’s Startup Incubator. Trained as a behavioral scientist, Andrea founded a customer-centric strategic differentiation firm, serving multi-billion-dollar companies. She is a published author, contributor to Harvard Business Review, and is a TEDx Speaker.

SESSIONS:
Wednesday, June 14, 2023 - 10:30am to 11:30am
Eileen Lohmann
Senior Associate
BAL
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Eileen is a Senior Associate and member of BAL’s Government Strategies team in BAL’s Washington, D.C., office. Eileen graduated from Georgetown University with a B.A. in English and French and a J.D. from American University College of Law. She is a legislative and government policy expert and provides strategic counsel to clients on corporate immigration program compliance and management.

Eileen has expertise advising clients on a wide-range of corporate immigration matters, including Form I-9 and E-Verify compliance, H-1B program obligations and immigration audits.

Her career experience includes appellate work at the U.S. Department of Justice Office of Immigration Litigation and policy engagement with the National Immigrant Women’s Advocacy Project. Eileen is an active member of the American Immigration Lawyers Association and serves on the Verification and Documentation Committee.

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Kelli Duehning
Partner
Berry Appleman & Leiden LLP
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As a Partner and head of the San Francisco office and a vital member of BAL’s Government Strategies team, Kelli is at the forefront of immigration government policy, trailblazing with creative tactics to meet even the most urgent contemporary matters.  From complex cases requiring strategic government interaction to broad policy initiatives that involve sensitive political dynamics, Kelli successfully leverages her extensive background in government, her technical expertise and her passion for advocacy to help U.S. businesses access global talent and remain in compliance with the complicated web of employer immigration obligations.  She keeps clients updated on fast-moving legislative and policy changes, drives immigration program management and advises on complex compliance issues in her role as a leader of the firm’s I-9 and e-verify practice.

Kelli joined BAL after a 17-year career with the Department of Homeland Security, U.S. Citizenship and Immigration Services and the Department of Justice Immigration and Naturalization Service. She managed the Western Law Division of USCIS and was responsible for developing and coordinating all legal strategies in the western United States. She also worked closely with government investigators and federal law enforcement officials and was a close advisor to agency leadership on complex immigration issues.  In addition to her legal duties as a USCIS attorney, Kelli worked as an immigration officer in the overseas refugee program in Nairobi, Kenya; Kuala Lumpur, Malaysia; and various locations in Thailand. She was the acting field office director in Beijing, China and New Delhi, India, as well as an adjudications officer in Bangkok, Thailand.

As USCIS special counsel to Sen. Arlen Specter (R-Penn.), chair of the U.S. Senate Judiciary Committee, she assisted with comprehensive immigration reform during the 2006 legislative session.

Kelli is a prolific advocate for immigration policy. She is a frequent speaker at WERC, SHRM and other venues and is sought after by the media for her immigration expertise. She currently serves as Chair of the Federal Bar Association's Immigration Law Section.

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Kim Ades, MBA
Founder
Frame of Mind Coaching
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Kim Ades is the Founder of Frame of Mind Coaching™ and The Journal That Talks Back™. Recognized as a pioneer in the field of leadership coaching and thought mastery, Kim uses her unique philosophy and quirky coaching style to help leaders identify their blind spots and direct their thinking to achieve extraordinary results. Author, speaker, entrepreneur, coach, and mom of five, Kim’s claim to fame is teaching her powerful coaching process to leaders, executives, and entrepreneurs worldwide. Kim has been featured in a variety of online publications including Forbes and Inc. and has spoken for organizations including Microsoft and SHRM. 

 

SESSIONS:
Tuesday, June 13, 2023 - 2:00pm to 3:00pm