Concurrent Session

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
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
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:
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
Jeffrey Korzenik
Author and Economist
Fifth Third Bank
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Jeff Korzenik is one of the country's leading experts on the reemployment of people with criminal records. A regular guest on CNBC, Fox Business News and Bloomberg TV, Jeff’s writings on economics and public policy have been published in Barron’s, Forbes, The Chicago Tribune and other periodicals.  He is the author of "Untapped Talent: How Second Chance Hiring Works for Your Business and the Community" (HarperCollins Leadership, April 2021), which shares the business case and best practices of hiring people with criminal records. Jeff earned both a Bachelor of Arts degree in Economics and a Certificate of Proficiency in Near Eastern Studies from Princeton University.

 

SESSIONS:
Saturday, September 11, 2021 - 2:30pm to 3:30pm
Adam Rosenthal
Employment Law Partner
Sheppard Mullin Richter & Hampton, LLP
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Adam Rosenthal is an employment attorney and Partner at Sheppard Mullin based in California.  Adam represents a broad spectrum of companies before federal and state courts and arbitration forums.  In addition to his single plaintiff and class action litigation practice, Adam advises clients throughout the country on compliance matters.  Adam is one of the few attorneys on the SHRM Speakers Bureau.  This is the third year in a row Adam has been invited to lecture at the SHRM Annual Conference.  Adam is also the author of Managing Employees Without Fear: How to Follow the Law, Build a Positive Work Culture, and Avoid Getting Sued.  Adam received his undergraduate degree from UCLA and his law degree from UC Davis.

SESSIONS:
Mary Cheddie, SHRM-SCP
Divisional Director, Membership Community
SHRM
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Mary Cheddie, SHRM-SCP is Divisional Director, Membership Community. 

Cheddie has more than 35 years of domestic and international experience in all aspects of human resources and training. She has extensive experience with strategic planning, M&As, and in starting and turning around businesses.

Prior to joining SHRM, she served as senior vice president of human resources for Interval Leisure Group, Inc. and its affiliated companies. The company was publicly traded on NASDAQ and the leading provider of vacation services with a global consumer membership base of nearly 2 million member families, more than 2,500 member resorts in over 75 countries worldwide, and has oversight for about 14,000 employees. 

Cheddie also served as senior vice president, people with PRC, as well as vice president, human resources, strategic planning, office services, and facilities for The Orvis Company, Inc. in Manchester, VT.

She earned her MBA from Upper Iowa University, a bachelor’s degree from Thomas Edison State College in Trenton, New Jersey, and is certified as a SHRM-Senior Certified Professional.

Cheddie received the HR Award of Excellence, Hospitality in 2016 from South Florida Business & Wealth. Business Leader Magazine named Cheddie one of the 2011 Women Extraordinaire and in 2012 the National Diversity Council awarded her the Glass Ceiling Award.

She serves on the Board of Trustees for Upper Iowa University, Chairs the Human Capital Committee and is a member of the Governance and Advancement Committees, Chaired the Keiser Career College’s Advisory Board, was a member of the Board of Directors for the Society for Human Resource Management (SHRM) from 2003-2008 and chaired SHRM’s governance and compensation committees. Cheddie has more than 35 years of SHRM volunteer leadership experience at the national, regional, state, and local levels.  She also served on the Waldorf College Alumni Board from 2004 through 2008 and was the President of the Dallas HR Association in 2000 (one of the largest affiliated SHRM chapters). She resides in South FL.

SESSIONS:
Gennady Babankov
Manager, Exchange Visitor Program
SHRM
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Gennady Babankov, J.D. is a Manager of SHRM Exchange Visitor (J-1) Program. Babankov oversees two private sector exchange programs for foreign trainees and interns and helps develop, implement, and promote SHRM benefits portfolio for global mobility and immigration members.

Babankov has more than 20 years of experience building and managing global education and training programs for students and professionals. He has experience in teacher training, study abroad, cross-cultural training, and language acquisition, and has directed field operations in Russia, Central Asia, Middle East, and the Caucasus.

Prior to joining SHRM in 2019, Babankov managed several education and training programs sponsored by the federal government, including the Flagship Overseas Language Program (U.S. Department of Defense), Fulbright Teacher Exchange Program (U.S. Department of State), and the Open World Program (Library of Congress).

Babankov earned his J.D. degree from the Antonin Scalia Law School at George Mason University, a master’s degree from the Johns Hopkins University, and a bachelor’s degree from the Lomonosov Moscow State University in Russia.

Babankov has lived in the United States since 1994 and currently resides in Fairfax, VA.

SESSIONS:
Saturday, September 11, 2021 - 11:15am to 12:15pm
Raymond Lee
Founder and CEO
Careerminds
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Raymond Lee is the Founder and President of Careerminds, a global outplacement company based in Wilmington, Delaware. He has over 20 years of human resource, outplacement, and career consulting experience. Raymond pioneered the concept of virtual outplacement after experiencing years of traditional outplacement in a variety of HR roles. He has his bachelor’s in psychology and holds a Master’s Degree in Industrial/Organizational Psychology from Louisiana Tech University. He sits on the Careerminds Board of Director’s and is active in SHRM, HRPS and ATD. Raymond’s been featured on SiriusXM Business Radio, CareerTalk, and the Wall Street Journal and he’s recently published a book titled, Clocking Out: A Stress Free Guide to Career Transitions.

 

SESSIONS:
Saturday, September 11, 2021 - 2:30pm to 3:30pm
Keith Lemer
CEO
WellNet Healthcare
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SESSIONS:
Chris Ourisman
CEO
Ourisman Automotive
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SESSIONS:
John Augustine
SVP Business Development
WellNet Healthcare
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John graduated with a Bachelors degree from Millersville University in 1999.  He is passionate about helping people see their medical and prescription coverage in a whole new light.  He works with employers and consultants to build and optimize self-funded medical and prescription plans that deliver better medical outcomes and lower out of pocket costs for families while simultaneously lowering the cost of medical and prescription claims, leading to lower costs of insurance.  John’s passions outside of healthcare are spending time with his wife and 2 sons, managing his organic food forest, cooking, and playing pickleball.

 

SESSIONS:
Patti P. Phillips, PhD
Chief Executive Officer
ROI Institute
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Patti is the CEO of ROI Institute, Inc., the leading source of ROI competency building, implementation support, networking, and research. She serves as a member of the Board of Trustees of the United Nations Institute for Training and Research (UNITAR); chair of the Institute for Corporate Productivity (i4cp) People Analytics Board; Principal Research Fellow for The Conference Board; board member of the International Federation for Training and Development Organizations (IFTDO); board chair for the Center for Talent Reporting (CTR); and is an Association for Talent Development (ATD) Certification Institute Fellow. She also serves on the faculty of the UN System Staff College in Turin, Italy. Her work has been featured on CNBC, Euronews, and in more than a dozen business journals.

Along with her husband Jack J. Phillips, Patti contributes to a variety of journals and has authored or co-authored more than 75 books about measurement, evaluation, analytics, and ROI. In 2019, she and Jack received the Distinguished Contributor Award from the Center for Talent Reporting for their contribution to the measurement and management of human capital. Additionally, they received the Thinkers50 Marshall Goldsmith Leading Global Coaches Award.

 

SESSIONS:
Elizabeth Pavese, Ph.D.
Senior Behavioral Scientist
Coachhub
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Liz is a Senior Behavioral Scientist at Coachhub, where she marries her expertise in organizational psychology, employee experience, and organizational development to close the gap between coaching research and practice. Prior to Coachhub, Liz worked for two employee experience HRTech companies, Limeade and Qualtrics, where she built global advisory teams to deliver on customer employee experience programs and provide expertise in the design of new product features and solutions.  During her time as Director of Organizational Development at Healthfirst she supported the organization’s transformation toward integrated talent management through: building employee listening strategies, assessing and supporting culture transformation, transforming performance management, delivering 360-degree feedback programs, and designing talent reviews and succession planning. In her early career, Liz was a Consultant for Towers Watson and Paris Phoenix Group, partnering with world-class organizations across industries, her client work ranged from employee engagement, culture assessment and change, competency design and implementation, career architecture, and conducting custom research to address complex business issues. Liz earned her Ph.D. in Industrial-Organizational Psychology from Seattle Pacific University and is an ICF Certified Professional Coach. Liz is an active member of the Society of Industrial-Organizational Psychology (SIOP), International Coaching Federation, and Portland Women in Tech.

SESSIONS: