In-person Pass

Ben Isgur has spent more than 25 years guiding US and global health leaders and decision makers with industry intelligence and research-based perspectives. His work informs business leaders on the interdependencies between the health industry, benefit trends and the employee experience. An author, Ben has written numerous reports, which have been cited by leaders across the health industry. He is frequently interviewed and quoted by journalists from media organizations such as The New York Times, The Wall Street Journal, The Washington Post, The Economist, and Modern Healthcare. Ben also has been a guest on the CNBC Nightly Business Report and NPR’s Marketplace. Ben is an accomplished speaker, and has given keynote addresses on diverse topics, from the drivers of US medical cost trend to the rise of the healthcare consumer’s voice to the importance of social determinants of health. Ben also has led global health trends research and has presented on the findings in Europe, the Middle East and the Americas. Prior to joining Fidelity Investments, Ben founded PwC’s Health Research Institute, where he led a team of industry experts, policy analysts and economists dedicated to developing original and independent thought leadership for the firm and its clients. Ben also developed health policy as a legislative director in the Texas House of Representatives and as a government relations officer for the City of Austin. Ben received a master's degree from the LBJ School of Public Affairs at the University of Texas at Austin where he was a US Department of Defense fellow. Ben is a fellow with the American College of Healthcare Executives and serves as a board member for multiple health-related not-for-profits.

Brandon Phillips developed the concept behind Global HR Research after he recognized the need for better security in corporate human resources. He is responsible for developing and implementing corporate growth strategies, managing the overall operations and resources of the company, overseeing sales and marketing strategy, and acts as the main point of communication between the chairman, investors, and the corporate operations. Mr. Phillips has guided the growth of numerous projects from planning and development to sustainability. He is a recipient of Gulfshore Business magazine's "Top 40 Under 40" for entrepreneurial successes and featured in numerous publications on the subject matter of talent screening and selection. He has led Global HR Research to a top ranking by HRO Today's Magazine of America's leading background screening and assessment providers. Mr. Phillips, a frequent guest speaker, has a proven track record of successfully maximizing cutting-edge business concepts in start-up ventures and possesses a strong understanding of consumer and investor needs. He has grown Global HR Research to host a client base that includes Fortune 500 companies, financial institutions, governmental agencies, and health care among others. Mr. Phillips coaches youth basketball, donates time and expertise to nonprofit organizations and is an active member of multiple chambers and economic development organizations.

Todd Lemmis is an author, organizational architect, musician, lawyer, and impact investor/developer. His diverse background in human resources, music, law, and business leadership affords him a creative, whole-brain perspective and approach to all the adventures he undertakes. 

His seminal work involves transforming organizational design with a simple, natural approach that unlocks the keys to career development and employee retention through his novel, common model. It simplifies organizational architecture, job competencies, career pathing, job descriptions, job families and succession planning, resulting in happier, more stable, productive organizations.

Todd’s current work with Pacific6, Enterprises, a Long Beach, California based investment/development firm involves impact investment and development of hotels, multi-family properties, aquaculture, and HR consulting. Within Pacific6, Todd focuses on human resources, public and government relations, development, consulting and design.

Todd holds a BA in philosophy from UCLA and a JD from Southwestern University School of Law. For fun, he loves writing, music, reading, cooking, entertaining, and designing leather goods and ceramics. In addition to his proprietary works on organizational architecture and human development, he invented a punctuation mark and developed a couple of colognes.

Todd lives in Long Beach, California with his awesome, patient wife and three children. He’s a member of the Society for Human Resource Management, the Friendly Sons of St. Patrick, the US Navy Musician’s Association, and Costco. He also likes cats.

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.

Andrew Greenfield is an immigration attorney with over 25 years of experience advising HR and global mobility professionals on U.S. immigration and nationality law and policy and related corporate compliance programs. He counsels clients across industries on visa and work permit matters and the immigration consequences of mergers and acquisitions and other corporate reorganizations, as well as I-9/E-Verify, H-1B/LCA and PERM compliance, and representation during government audits and investigations. Andrew is the managing partner of Fragomen’s Washington, DC, office and a member of the firm’s executive committee, which directs and manages the firm’s 50+ offices in over 30 countries.