Jay Charness
Director of Sales
SkillSurvey
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Jay Charness is a sales professional with over 20 years of driving change at organizations of all sizes. He is passionate about working directly with individuals to better understand their talent management and talent acquisition needs to better solve the business challenges they face every day. When not helping clients tackle their business challenges, Jay spends his time teaching self-defense workshops and enjoying the beauty of Colorado with his family.

SESSIONS:
Jay Charness
Director of Sales
SkillSurvey
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Jay Charness is a sales professional with over 20 years of driving change at organizations of all sizes. He is passionate about working directly with individuals to better understand their talent management and talent acquisition needs to better solve the business challenges they face every day. When not helping clients tackle their business challenges, Jay spends his time teaching self-defense workshops and enjoying the beauty of Colorado with his family.

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Starla Sampaco
Forbes Columnist, Emmy-Nominated Journalist and Speaker
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Starla Sampaco joins us again this year to serve as SHRM24's Main Stage host! She is a Filipino-American columnist, host, and international speaker with a background in TV news for Seattle's PBS Channel. She is a contributor to Forbes and Harvard Business Review, where she focuses on teaching women and people of color how to advocate for themselves in the workplace. She also leads keynotes for clients like Microsoft and AT&T. As an extension of this work, Starla taught graduate students as an adjunct faculty member at the University of Washington Communication Leadership Master's Program, where she developed a course on executive presence, public speaking, and communication strategy. Prior to anchoring for PBS, she covered Washington state politics as a legislative reporter and hosted a technology news show.

SESSIONS:
Marshall Chiles
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Marshall Chiles started stand-up comedy in 1999.  After 10 years of being a stand-up comedian and club owner, in 2009 he opened the world famous comedy club called The Laughing Skull Lounge. In 2010, Marshall started The Laughing Skull Comedy Festival which is considered by the industry to be the number one discovery comedy festival in North America.

 

Marshall has also written three books. His first book is called ‘Your Presentation is a Joke: Using Humor to Maximize Impact’ and is currently in use as a textbook at the University of Alabama.

 

His second book is a children’s board book called ‘Cool Kids Share.’ He came up with the concept when his son was four years old playing on a playground. This one kid did not want to share and Marshall’s wife said, “It’s ok that the kid does not want to share.” Marshall said, “No, not really. That kid is being a jerk. Only cool kids share.” And then BAM, 10 years later he wrote the book. 

 

His third book is children’s book for adults called ‘My Colonoscopy & Me: A Love Story.’ He wrote the first version of this book as a poem while sitting in the waiting room of his first colonoscopy. You know, like you do.

 

As you can see, Marshall is building a comedy empire to pass down to his children so they can eventually run it into the ground.

 

SESSIONS:
Jonathan Raymond
CEO at Refound and Author or Award Winning Book, Good Authority
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Jonathan Raymond is the CEO at Refound and author of the award-winning book, Good Authority: How to Become the Leader Your Team is Waiting For. Jonathan advises CEOs in high-growth businesses on how to create a people-first culture that drives results. Refound’s clients range from Fortune 100 companies like Panasonic and McKesson to startups like Niantic and ZipRecruiter. He loves being dad to two amazing girls, SUP-surfing, getting into the backcountry, and he'll never give up on the New York Knicks.

SESSIONS:
Thursday, September 23, 2021 - 12:45pm to 1:45pm
Jonathan Raymond
CEO at Refound and Author or Award Winning Book, Good Authority
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Jonathan Raymond is the CEO at Refound and author of the award-winning book, Good Authority: How to Become the Leader Your Team is Waiting For. Jonathan advises CEOs in high-growth businesses on how to create a people-first culture that drives results. Refound’s clients range from Fortune 100 companies like Panasonic and McKesson to startups like Niantic and ZipRecruiter. He loves being dad to two amazing girls, SUP-surfing, getting into the backcountry, and he'll never give up on the New York Knicks.

SESSIONS:
Claire Wasserman
Founder and Author of Ladies Get Paid
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Claire Wasserman is an educator, author, and founder of Ladies Get Paid, a platform, global community, and book that teaches women to level up professionally and financially. She is also the host of the John Hancock podcast, “Friends Who Talk About Money”. 

A highly sought-after expert for Fortune 500 companies working to improve diversity, equity, inclusion, and belonging, Claire has traveled the country teaching thousands of women how to negotiate millions of dollars in raises, start businesses, and advocate for themselves in the workplace. Claire was chosen as one of Marquis Who's Who 75 Most Influential Financial Leaders of 2021, as well as Entrepreneur Magazine's 100 Most Powerful Women. She has spoken at places such as Harvard Business School, Facebook, NASA, and the United Nations, and has appeared on Good Morning America and in the New York Times, among others. Claire’s book, Ladies Get Paid, is available at ladiesgetpaid.com/book and wherever books are sold. 

Learn more about Claire at clairewasserman.com and follow her on Instagram at @clairegetspaid.

SESSIONS:
Friday, September 24, 2021 - 11:15am to 12:15pm
Claire Wasserman
Founder and Author of Ladies Get Paid
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Claire Wasserman is an educator, author, and founder of Ladies Get Paid, a platform, global community, and book that teaches women to level up professionally and financially. She is also the host of the John Hancock podcast, “Friends Who Talk About Money”. 

A highly sought-after expert for Fortune 500 companies working to improve diversity, equity, inclusion, and belonging, Claire has traveled the country teaching thousands of women how to negotiate millions of dollars in raises, start businesses, and advocate for themselves in the workplace. Claire was chosen as one of Marquis Who's Who 75 Most Influential Financial Leaders of 2021, as well as Entrepreneur Magazine's 100 Most Powerful Women. She has spoken at places such as Harvard Business School, Facebook, NASA, and the United Nations, and has appeared on Good Morning America and in the New York Times, among others. Claire’s book, Ladies Get Paid, is available at ladiesgetpaid.com/book and wherever books are sold. 

Learn more about Claire at clairewasserman.com and follow her on Instagram at @clairegetspaid.

SESSIONS:
Danielle Mahoney
VP of Human Resources and Training
Insight Credit Union
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Danielle Mahoney is the Vice President of Human Resources and Training for Insight Credit Union, headquarters in Orlando, FL.  Danielle has 20 years of Human Resources experience with concentration in the Financial Industry sector.  She obtained her Bachelor of Science in Business Management with focus in Human Resources Management from the University of Central Florida, and holds a SHRM-SCP and SPHR certification.  Danielle is experienced in Employee Relations, Talent Acquisition, Compensation and Benefit Analysis, including 401(k) and 457(f) plan review and implementation, and overall strategic Human Resources planning.

SESSIONS:
The Hon. Bradford P. Campbell
Partner
Faegre Drinker Biddle & Reath LLP
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Bradford Campbell, partner at Faegre Drinker Biddle & Reath LLP, advises financial service providers and plan sponsors on ERISA Title I issues, including fiduciary conduct and prohibited transactions.  A nationally-recognized figure in employer-sponsored retirement plans, Brad is the former Assistant Secretary of Labor for Employee Benefits and head of the Employee Benefits Security Administration.  As ERISA’s former “top cop” and primary federal regulator, he provides his clients with insight and knowledge across a broad range of ERISA-plan related issues. He also serves as an expert witness in ERISA litigation. Brad has been listed as one of the 100 Most Influential Persons in Defined Contribution by 401kWire and has been listed as one of the top 15 ERISA attorneys in the country by a poll of the National Association of Plan Advisors.  He has testified before Congress on employee benefits issues 11 times, including testimony before four different Congressional Committees regarding the effects of the Department of Labor’s fiduciary regulation.

SESSIONS:
Brian Nickolenko
Senior Business Development Manager
Transamerica
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Brian joined Transamerica in 2019 as AVP, Business Development and is responsible for overseeing the business development effort for retirement plans across the country. He works on firm-level business planning and implementing business development strategies with Transamerica’s top distribution partners. He has spent the past 24 years in multiple leadership roles in the Retirement industry, from Service and Operations to Sales and Business Development. Brian lives in Hamden, CT with his wife of 22 years, Kim, daughter Abby (17), and son, Tyler (14). Brian enjoys golfing, running, and spending quality time with his family, and he makes maintaining an active lifestyle one of his top priorities.

 

SESSIONS:
Rich Rausser
Senior Vice President, Client Services
Pentegra
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Richard W. Rausser has more than 30 years of experience in the retirement benefits industry. He is Senior Vice President of Thought Leadership at Pentegra, a leading provider of retirement plan and fiduciary outsourcing to organizations nationwide. Rich is responsible for helping to shape and define Pentegra’s viewpoint on workplace retirement plans, plan design strategy, retirement success and employee savings trends. His work is used by employers, employees, advisors, policymakers and the media to produce successful outcomes for American workers.  In addition, Rich is responsible for Pentegra’s Defined Benefit line of business, which includes a team of Actuaries and other retirement plan professionals as well as Pentegra’s BOLI line of business.  He is a frequent speaker on retirement benefit topics; a Certified Pension Consultant (CPC); a Qualified Pension Administrator (QPA); a Qualified 401(k) Administrator (QKA); and a member of the American Society of Pension Professionals and Actuaries (ASPPA). He holds an M.B.A. in Finance from Fairleigh Dickinson University and a B.A. in Economics and Business Administration from Ursinus College.

SESSIONS:
Moderator: 
Kevin Mahoney, CIMA
Managing Director, Investments and Senior Institutional Consultant
Raymond James
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As founder of Corporate Advisors Group, Kevin Mahoney joined Raymond James as a Managing Director, Investments and Senior Institutional Consultant in 2015. Kevin brings over 25 years’ experience in the financial services industry. His areas of expertise include fiduciary risk management, ERISA issues, qualified and non-qualified retirement plans, liability driven investing, philanthropic services, employee education and communication. 

Kevin led the launch of SHRM 401(k) Solutions by Raymond James. SHRM 401(k) Solutions by Raymond James offers fiduciary investment advisory services to SHRM’s ecosystem.  We help employees make meaningful progress towards their financial goals and employers meet their fiduciary responsibilities.

 

 

SESSIONS:
Brian Nickolenko
Senior Business Development Manager
Transamerica
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Brian joined Transamerica in 2019 as AVP, Business Development and is responsible for overseeing the business development effort for retirement plans across the country. He works on firm-level business planning and implementing business development strategies with Transamerica’s top distribution partners. He has spent the past 24 years in multiple leadership roles in the Retirement industry, from Service and Operations to Sales and Business Development. Brian lives in Hamden, CT with his wife of 22 years, Kim, daughter Abby (17), and son, Tyler (14). Brian enjoys golfing, running, and spending quality time with his family, and he makes maintaining an active lifestyle one of his top priorities.

 

SESSIONS:
Matthew P. Mintzer
Exectuive Vice President
Pentegra
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Matthew P. Mintzer is Executive Vice President, Pentegra. He leads Pentegra’s Sales and Marketing, Strategic Development, Client Service and Operations areas, elevating the client experience at every juncture.  He joined the organization in October, 2019. Since then, he has been the driving force in developing new business strategies designed to leverage Pentegra’s 75+ year legacy as an institutional fiduciary.  With more than 30 years of experience in the retirement industry, he is a proven leader, responsible for nearly every facet of the retirement business, including business strategy and execution, retail and institutional sales and sales management, marketing and product development, national accounts structure and management, research and public relations.  

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