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.  

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:
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:
Valerie M. Grubb
Personal Pronouns
She/Her/Hers
Principal
Val Grubb & Associates, Ltd.
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Valerie helps companies improve their bottom line by elevating employees from tactical thinkers to strategic leaders.

She served in senior leadership roles at RollsRoyce Aircraft before helping to found InterActiveCorp, parent company to Expedia, Home Shopping Network and TicketMaster. She then went to work for Oprah Winfrey, helping to found the Oxygen channel which was later sold to NBC Universal.

Valerie obtained her mechanical engineering degree from Kettering University and her MBA from the Indiana University Kelley School of Business. Val’s book, Clash of the Generations: Managing the New Workplace Reality, helps leaders manage multiple generations in the office.

 

SESSIONS:
Erica Young, SHRM-SCP
Enterprise Solutions Architect
SHRM
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Erica started her career designing and facilitating training for social impact organizations. She quickly realized her calling: arming organizations with the capability needed to evolve. Since joining SHRM four years ago, Erica has held three roles. She began her career at SHRM in Research, then moved onto the founding SHRMLabs team. SHRMLabs explores the intersection of work and technology. Now, Erica oversees the enterprise client experience as the Manager of Solution Architecture.

Erica holds a master’s degree in industrial/Organizational Psychology, with a focus in instructional systems design. She earned her SHRM-SCP and consistently speaks on behalf of SHRM on workplace tech, the future of work, DEIB, and upskilling. Outside of work, you can find Erica tending to her indoor and outdoor garden, and giving her cat, Suki, more attention than she wants.    

SESSIONS:
Jennifer Kroll
Sr. Specialist, Workplace Innovation Catalyst, SHRMLabs
SHRM
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Jennifer Kroll is a multi-time founder and understands what it’s like to feel constantly bombarded with learning new technologies. Her career has spanned Marketing, Higher Ed and IT – and wherever she goes she has always been “that person” that brings new technology to the organization to help streamline systems and solve problems.

Now she’s doing that for HR Professionals by building the Workplace Tech Community! The Workplace Tech Community allows HR professionals to learn about the latest technologies, interact with other HR professionals about all-things workplace tech and ultimately enhance overall tech-savviness.

SESSIONS:
Friday, September 10, 2021 - 10:45am to 11:45am
Rick Grimaldi
Author of "Flex" and Partner
Fisher Phillips
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Rick Grimaldi is the author of “Flex” and a partner at Fisher Phillips, one of America’s preeminent labor and employment law firms representing employers, where he works with companies both large and small on solving their most complex workplace challenges. Rick has served employers and employees in Pennsylvania in high-ranking public service positions, worked as a human resources professional, and spent years in private practice partnering with companies to help them adapt to the ever-changing business environment, achieve their workplace goals and become better employers that are ultimately rewarded by the market.

SESSIONS: