Robert Massa
Personal Pronouns
He/Him/His
Managing Director of Retirement
Qualified Plan Advisors, LLC
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Robert Massa is the Managing Director of Retirement in Houston, TX for Qualified Plan Advisors (QPA). Rob is a retirement professional with more than 25 years of retirement industry experience. His primary responsibilities include practice management, strategic investment direction and advice, retirement plan design consulting and compliance, employee education and development, financial wellness strategies, client relationship management and SEC compliance. His career has been focused in the investment management and administration of qualified retirement plans in a diverse series of roles including investment advice, trust administration, recordkeeping, plan document drafting, compliance testing, product management, legal and client consultation.

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Dominique Town
Associate Director of Compliance
The Baldwin Group
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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.

SESSIONS:
Dominique Town
Associate Director of Compliance
The Baldwin Group
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SESSIONS:
Robert Massa
Personal Pronouns
He/Him/His
Managing Director of Retirement
Qualified Plan Advisors, LLC
Connect Online with this Speaker

Robert Massa is the Managing Director of Retirement in Houston, TX for Qualified Plan Advisors (QPA). Rob is a retirement professional with more than 25 years of retirement industry experience. His primary responsibilities include practice management, strategic investment direction and advice, retirement plan design consulting and compliance, employee education and development, financial wellness strategies, client relationship management and SEC compliance. His career has been focused in the investment management and administration of qualified retirement plans in a diverse series of roles including investment advice, trust administration, recordkeeping, plan document drafting, compliance testing, product management, legal and client consultation.

SESSIONS:
Michael A. Smoots
General Counsel
Financial Fitness for Life
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SESSIONS:
 
Thursday, April 10, 2025 - 4:00pm to 4:15pm
Anna Tong
Technology Reporter
Reuters
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Anna Tong is a correspondent for Reuters based in San Francisco, where she reports on the technology industry. She joined Reuters in 2023 after working at the San Francisco Standard as a data editor. Tong previously worked at technology startups as a product manager and at Google where she worked in user insights and helped run a call center. Tong graduated from Harvard University.

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Alex Alonso
Chief Data & Analytics Officer
SHRM
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Alexander Alonso, Ph.D., SHRM-SCP, is SHRM's  Chief Data & Analytics Officer leading intelligence, insights, and innovation function. As leader of SHRM’s Research & Insights business units, his total career portfolio has been based upon practical thought leadership designed to make better workplaces and to grow revenue across industry.

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Nichol Bradford
Executive-in-Residence for AI + HI
SHRM
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Nichol Bradford is a futurist, investor, and technology executive
dedicated to amplifying human potential through the thoughtful
integration of AI. As SHRM's AI + HI Executive-in-Residence, she
shapes global strategies impacting 362 million workers through
340,000 HR professionals across 180 countries. She is the Co-Founder
of Niremia Collective, a venture fund investing in the future of human
potential.

With over two decades of experience in technology and human
development, Bradford specializes in strengthening mental, emotional,
and social health (MESH) to drive innovation. She reaches over
100,000 people annually through thought leadership and speaking
engagements, including TEDx talks. Her unique approach combines
psychology, neuroscience, and organizational change to guide
companies through human-centered AI adoption.

Bradford's impressive track record includes operating World of Warcraft
in China, co-founding TransformativeTech.org, and building the largest
global network for human potential technology spanning 450+ cities.
Through her $22.5M venture fund, she targets the $8.5 trillion human
potential market. Her mission is clear: creating a future where AI
enhances human capabilities while strengthening social cohesion and
well-being.

SESSIONS:
Wednesday, April 9, 2025 - 4:15pm to 4:45pm
Kate Price
MD and Managing Director and GH Talent Strategy
BlackRock
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Kate Agresta Price, Managing Director, leads Talent Strategy and Analytics for BlackRock.  She is responsible for designing, assessing, and evolving the firm's talent vision and priorities in partnership with senior leaders throughout HR and the firm. This includes leading the HR Analytics, Insights, and Research (AIR) team, which develops in-depth and impactful analyses, insights, and recommendations that help drive the firm's talent, diversity, employee engagement, and hiring agendas.

Prior to joining BlackRock in 2017, Kate was a member of the executive team at Birchbox, a venture-backed ecommerce company.  Over the course of her time at Birchbox, she led the company's client account management and analytics teams, oversaw the launch of retail operations, and was general manager of the brand's quickly-growing business in Canada.

Kate began her career as a consultant focusing on Organization, Change, and Leadership - starting at Katzenbach Partners, and then becoming a Principal at Booz & Company in NYC.  Kate earned an undergraduate degree in History and Literature from Harvard College and an MBA from Stanford Graduate School of Business.

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Roy Bahat
Head of Bloomberg Beta
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Roy Bahat is the head of Bloomberg Beta, the early-stage venture firm backed by Bloomberg L.P. that invests in startups making work better. Bloomberg Beta treats founders as its customers and was the first venture capital firm to focus on the future of work and the first to focus on artificial intelligence. The firm sees Bloomberg L.P. as an inspiration for startups: founded on a powerful idea, led by its founders for decades, reaching global scale, and embracing technology as part of a strong, transparent company culture. Bloomberg Beta has invested in Replit, MasterClass, Slack, Flexport, Campus, and Weights & Biases, among other companies.

Before starting Bloomberg Beta more than a decade ago, Roy started a venture-backed company, was a corporate executive (at News Corp.), in government (at New York's City Hall), in media, and in academia. He was named one of Fast Company’s Most Creative People in Business.

Roy chairs the Aspen Business Roundtable on Organized Labor, convening "labor open" business leaders to explore new ways of relating to organized labor and worker power. Following work he did with New America to understand the long-term effect of technology on work in America, Roy was a commissioner on the California Governor’s Future of Work Commission. He also created #thisisnotadvice, a community-edited guide on how to work, and hosts the [Going to Work] conference.

Roy teaches at U.C. Berkeley, at the Haas School of Business, including a first-of-its-kind course on organized labor and another on the media industry. He was named one of the favorite MBA professors.

Roy served on the board or as an advisor to several non-profits including the Abundance Network, Stanford's Center on Philanthropy and Civil Society, the Economic Security Project, and the Center for Investigative Reporting. Roy is also a senior fellow (non-resident) at the Brookings Institution, where he writes about AI

Roy graduated from Harvard College and was a Rhodes Scholar at Oxford University.

SESSIONS:
Tina Beaty
Chief Brand & Marketing Officer
SHRM
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Tina Beaty changes the way people think, feel and believe. Using an integrated communications strategy, based on research and audience insights, she deploys omni-channel campaigns to change behaviors in pursuit of better workplaces for a better world. 

SESSIONS:
Alex Alonso
Chief Data & Analytics Officer
SHRM
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Alexander Alonso, Ph.D., SHRM-SCP, is SHRM's  Chief Data & Analytics Officer leading intelligence, insights, and innovation function. As leader of SHRM’s Research & Insights business units, his total career portfolio has been based upon practical thought leadership designed to make better workplaces and to grow revenue across industry.

SESSIONS:
Reid AI
Experimental Digital Twin of Reid Hoffman
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Reid AI is an experimental digital twin of Reid Hoffman, co-founder of LinkedIn, Inflection AI, and Manas AI. Reid AI was created to explore the potential of AI avatars in enhancing human thought and expression. Reid Hoffman (the human) embarked on this project to see how interacting with a digital version of himself could inspire new ways of thinking and connecting ideas. The avatar, developed with technology from Hey Gen for visuals and ElevenLabs for voice cloning, uses a custom chatbot to formulate responses. This chatbot draws from Hoffman's extensive body of work, including his books, speeches, articles, and podcasts from the last 20 years, allowing Reid AI to integrate and reference Hoffman's past ideas.

While there are potentially harmful uses of deep fakes or digital twins, Reid AI is a carefully monitored, responsible digital twin. Its purpose is to act as a reflective tool, offering insights into one's thoughts and personality in a positive way. Reid AI also demonstrates how digital twins can extend human capabilities, such as speaking languages we cannot. Hoffman believes that thoughtfully developed AI avatars can make content more dynamic and accessible, despite potential discomfort.  Reid AI is fluent in over 7,000 languages, proficient in over 600 programming languages, and enjoys long strolls through databases.

SESSIONS:
Nichol Bradford
Executive-in-Residence for AI + HI
SHRM
Connect Online with this Speaker

Nichol Bradford is a futurist, investor, and technology executive
dedicated to amplifying human potential through the thoughtful
integration of AI. As SHRM's AI + HI Executive-in-Residence, she
shapes global strategies impacting 362 million workers through
340,000 HR professionals across 180 countries. She is the Co-Founder
of Niremia Collective, a venture fund investing in the future of human
potential.

With over two decades of experience in technology and human
development, Bradford specializes in strengthening mental, emotional,
and social health (MESH) to drive innovation. She reaches over
100,000 people annually through thought leadership and speaking
engagements, including TEDx talks. Her unique approach combines
psychology, neuroscience, and organizational change to guide
companies through human-centered AI adoption.

Bradford's impressive track record includes operating World of Warcraft
in China, co-founding TransformativeTech.org, and building the largest
global network for human potential technology spanning 450+ cities.
Through her $22.5M venture fund, she targets the $8.5 trillion human
potential market. Her mission is clear: creating a future where AI
enhances human capabilities while strengthening social cohesion and
well-being.

SESSIONS:
Wednesday, April 9, 2025 - 9:00am to 9:10am