In-person Pass

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:
Kristen Koluch, CFA, CFP
Senior Vice President, Investments
Raymond James
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Kristen has dedicated her career to helping people prepare for the most significant milestone in life – retirement. She helps corporate plan sponsors and their retirement, investment and finance committees meet their fiduciary responsibilities; and strives to help their employees and beneficiaries make meaningful progress toward their financial goals. Kristen is co-head of the investment committee and leads the portfolio research team for her team’s institutional clients.

She also leads her team’s Women & Investing initiative. She understands that female investors often face a complicated financial situation, balancing the roles of mother, daughter, wife, grandmother, colleague and friend – while putting their own needs last. As part of this initiative, she plans and hosts educational events for female investors.

As a Chartered Financial Analyst®, Kristen holds one of the world’s most respected and recognized investment designations, giving her the skills needed for high-level, specialized asset-management responsibilities, including security analysis, portfolio management and business reporting. In 2020, Kristen obtained her CERTIFIED FINANCIAL PLANNERTM certification, demonstrating her commitment to her profession.

Prior to joining Raymond James in 2015, she worked at Merrill Lynch as a financial advisor for over twelve years and has prior experience as an investment banking analyst. Kristen maintains Series 7, 63, 66 and Life, Accident, & Health Insurance licenses.  She graduated magna cum laude from Georgetown University and currently resides in Congers, NY.

SESSIONS:
Monday, June 12, 2023 - 10:30am to 11:30am
Rachel Druckenmiller
Founder and CEO
Unmuted LLC
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With nearly 20 years of experience, Rachel Druckenmiller is a keynote speaker, TEDx speaker, and leadership trainer on a mission to unleash purpose, passion, and potential in people and organizations. By leveraging the power of curiosity, Rachel helps people elevate their clarity, confidence, and courage, so they live and lead with greater intention, influence, and impact at work and in the world. Recognized by Smart Meetings as a 2023 Best of the Stage Speaker, Forbes as a Next1000 Honoree, and Workforce Magazine as a 40 Under 40 Game Changer, Rachel is a trailblazer and thought leader in her field.

SESSIONS:
Rachel Rubino
Managing HR Consultant
Berkshire Associates
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As a Managing Consultant at Berkshire Associates, Rachel Rubino specializes in helping federal contractors and subcontractors of all sizes and industries meet their unique affirmative action needs. With an in-depth understanding of OFCCP regulations and requirements, Rachel provides leading support and guidance to her clients—working to keep them up-to-date and compliant. Rachel is a frequent speaker at local human resources events, and she has also presented at national conferences - SHRM in 2019 and the National Industry Liaison Group in 2022. She is an active member of SHRM and holds the SHRM-SCP Certification. 

SESSIONS:
Rachel Rubino
Managing HR Consultant
Berkshire Associates
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As a Managing Consultant at Berkshire Associates, Rachel Rubino specializes in helping federal contractors and subcontractors of all sizes and industries meet their unique affirmative action needs. With an in-depth understanding of OFCCP regulations and requirements, Rachel provides leading support and guidance to her clients—working to keep them up-to-date and compliant. Rachel is a frequent speaker at local human resources events, and she has also presented at national conferences - SHRM in 2019 and the National Industry Liaison Group in 2022. She is an active member of SHRM and holds the SHRM-SCP Certification. 

SESSIONS:
Bill Curtis-Davidson
Director
Partnership on Employment & Accessible Technology (PEAT)
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Bill Curtis-Davidson is the Director of the Partnership on Employment & Accessible Technology (PEAT), a policy initiative funded by the U.S. Department of Labor’s Office of Disability Employment Policy. PEAT helps to create a future where accessible technology is standard in all workplaces. Bill advocates for equity, inclusion, and accessibility in public and private sector efforts to develop policies, standards, and practices. He advises the Georgia Tech Human-Computer Interaction Degree Program, serves as a ForHumanity Fellow and Certified Auditor in Disability Inclusion & Accessibility, and is a member of the Partnership on AI’s Global Task Force on Inclusive AI.

SESSIONS:
Matt Rimer
Director of Talent Acquisition
Trinity Health
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Matt Rimer is a Talent Acquisition Executive and Entrepreneur with over 20 years of TA experience in two of the largest health systems in the US. He has spent the last 2.5 years at Trinity Health; before that, he spent 17 years at UPMC (University of Pittsburgh Medical Center). In his time at both organizations, Matt has built and led teams across the entire recruitment function - from Sourcers and Recruiters to Marketing and Operations. His early career as a recruiter in technology has led to a passion for software development and a focus on enabling TA teams through smart processes and technology deployments. When Matt is not working or spending time with his wife and two girls, he can be found peddling his road bike or hiking the nearest mountain.

SESSIONS:
Monday, April 17, 2023 - 11:45am to 12:15pm
Matt Rimer
Director of Talent Acquisition
Trinity Health
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Matt Rimer is a Talent Acquisition Executive and Entrepreneur with over 20 years of TA experience in two of the largest health systems in the US. He has spent the last 2.5 years at Trinity Health; before that, he spent 17 years at UPMC (University of Pittsburgh Medical Center). In his time at both organizations, Matt has built and led teams across the entire recruitment function - from Sourcers and Recruiters to Marketing and Operations. His early career as a recruiter in technology has led to a passion for software development and a focus on enabling TA teams through smart processes and technology deployments. When Matt is not working or spending time with his wife and two girls, he can be found peddling his road bike or hiking the nearest mountain.

SESSIONS:
Monday, June 12, 2023 - 12:50pm to 1:20pm
Lorne Epstein, SHRM SCP
Talent Acquisition Leader
Electric Cow LLC
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Lorne Epstein, SHRM-SCP, MSOD, is a social scientist, keynote, and Vistage speaker who consults with senior leaders on improving decision-making outcomes by reducing biases. Over 50,000 professionals have taken his workshops worldwide. He has been quoted in Forbes, Cosmopolitan, Christian Science Monitor, and other publications. His research focuses on improving decision-making and reducing the impacts of unconscious bias in the workplace. Lorne has been leading experiential workshops since 1993. His book, You're Hired! Interview Skills to Get the Job has been downloaded over a half-million times worldwide. Lorne is currently studying cognitive neuroscience at the master’s level at George Mason University. He was admitted to the Phi Kappa Phi Honor Society and Psi Chi, The National Honor Society of Psychology.

I was a talent acquisition leader for 23 years supporting teams in the United States, Brazil and India. Many of my teams won awards for their performance. I wrote the National Talent Acquisition and Diversity Hiring plan for the United States Forest Service.

SESSIONS:
Monday, June 12, 2023 - 7:30am to 8:30am
Meg McCormick Martin, SHRM-SCP
Founder and Principal Consultant
HRMeg LLC
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Meg McCormick Martin, SHRM-SCP, is the founder and principal consultant of HRMeg LLC. After 30 years in a variety of Human Resources roles in and around Washington DC, Meg turned a side hustle into a thriving resume writing business. She has provided individualized service to more than 100 clients of all career stages, helping them transform their resumes and LinkedIn profiles to tell their career story and land interviews for their dream jobs.

Meg considers it a calling of the highest order to help young professionals launch their careers. She has given numerous presentations on resume writing and job searching to groups of college students.

Meg also provides outsourced HR and consulting services to small businesses. In addition to SHRM, she is a member of the Montgomery County, MD SHRM chapter, the American Payroll Association, and the National Resume Writers’ Association, whose certification as an online profile expert she earned in 2022.

When she’s not working, Meg enjoys traveling, bread-baking, knitting, and choral singing. She lives in Gaithersburg, Maryland with her husband and youngest son. Her website is HRMeg.com.

SESSIONS:
James Stevens
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James Abeyta Stevens, a native New Mexican, is originally from Las Vegas, NM and now resides in Albuquerque, NM. He holds a master’s degree in Guidance and Counseling, Professional Counseling, from New Mexico Highlands University, which led him to his professional therapeutic career in 2012. He also holds a bachelor’s degree in marketing from the University of New Mexico and a bachelor’s degree in organizational psychology from the College of Santa Fe. On top of that, he is also a licensed mental health therapist in the state of New Mexico.

In 2021, James retired from his position as Director of Human Resources after a career in the Native American tribal gaming industry that extended over two decades. During this period, his leadership led the organization to earn more than a dozen top honors from the Albuquerque Journal and other companies in categories such as Top Workplaces and Best Places to Work in New Mexico for a large company.

As a therapist, he currently assists those with gambling addictions, bereavement, substance abuse, domestic violence, and career counseling. James recently took over the role of Chief Human Resources Officer for his agency, handling all HR functions for the organization in addition to his role as a therapist.  You can take the person out of Human Resources, but you can never take the Human Resources out of the person. In fact, “Fun” is James’ middle name as he is a corporate culture champion.

James is an instructor in the Substance Abuse Certificate and the Human Services Degree program at Central New Mexico Community College (CNM) in Albuquerque, the largest community college in the state of New Mexico.

James currently serves as the State Council Director for the SHRM New Mexico State Council, the first male in this position in SHRM NM’s history. He also serves on the Membership Advisory Council (MAC), representing ten (10) states in the Southwest Central Region for SHRM, a position he was elected to by his fellow State Council Directors. He will serve a two-year term in a position considered to be the highest level of Volunteer Leadership that SHRM National offers.  James is a driving force to bettering Human Resources support in and around the state of New Mexico, tribal nations, the Southwest Central Region of SHRM, and the country.

SESSIONS:
Tuesday, June 13, 2023 - 3:00pm to 4:00pm