Concurrent Session

Jeanne is CFP® and a CPFA with Strategic Retirement Partners. She serves as a retirement plan consultant and financial wellness educator for companies across the country. Jeanne’s goal is to simplify advice in an over-complicated, jargon-filled industry. She has been interviewed by national publications including Forbes Magazine, Time Magazine, USA Today, The New York Times, CNBC News, etc. She brings an energy and simplicity to complicated topics and is known for the original content she posts on social media. Topics range from personal finance to employer-sponsored plans. You can find her using the hashtag #401klady. Jeanne’s accessible way of providing virtual advice and engagement is creating a more collaborative platform for financial professionals to support each other and their clients in the digital age. She and her team live in Bowling Green Kentucky, but serve clients across the country.

Michael Serbinis is the CEO of League, a digital health platform that connects people to a comprehensive network of health services and benefits via its customer base, which includes top brands such as Uber, Shopify and Unilever. He’s also a serial entrepreneur with more than $1B of exits, who has worked alongside Elon Musk at lab42 and founded and/or helped build Kobo, Critical Path, DocSpace, Zip2 and now League. League aims to disrupt the currently outdated “one-size-fits-none” benefits model and fill the white spaces left by traditional insurers through high engagement and personalization. 

Mack Munro is Founder and CEO of Boss Builders and is an experienced consultant, author, and speaker who has worked with executive and management teams in companies of all types, sizes, and industries in the USA and abroad. He is the author of How to Win at Performance Management. 

He holds a MA degree in Organizational Leadership from Chapman University and a BS degree in Health Care Management from Southern Illinois University He is a qualified facilitator of the MBTI® and has also written and developed a number of personality and behavioral assessments and online tools. 

In addition to his latest book on performance management, Mack is also the author of 10 other business books.  He has been featured as a career expert on radio, television, and print, including a monthly column in Men’s Fitness magazine. 

JD Dillon is one of the most prolific authors and speakers in workplace learning today. With his practical approach, JD integrates science, technology, storytelling and pure common sense to enable employees, improve performance and drive business results.

For 20 years, JD has executed strategies for global organizations, including The Walt Disney Company, Kaplan, Brambles, and AMC Theatres. He is the founder of LearnGeek, a corporate advising and education services firm.

JD is also the chief learning architect with Axonify, where he partners with an award-winning team to solve business problems for leading organizations through modern learning practices and cutting-edge technology.

SHRM member Scott Oswald is an accomplished trial lawyer who has brought more than 40 trials to verdict, tallying more than $300 million in judgments and settlements. As managing principal at The Employment Law Group, he represents employees and whistleblowers in matters ranging from wrongful termination to corporate fraud. Mr. Oswald serves as chair of the Federal Bar Association's Qui Tam Section, which focuses on whistleblower law. He earned his law degree at Howard University and is a fellow of the elite College of Labor and Employment Lawyers. He has been recognized by Super Lawyers, Best Lawyers, Lawdragon, and more.

Michele Hester is Senior Manager of Client Services at Berkshire Associates. In her position, Michele is responsible for overseeing, developing, and implementing training and consulting services related to affirmative action and human resources management.

With more than 20 years in the human resource industry, Michele is an expert in HR practices and procedures. This experience allows her to develop and present training sessions to educate clients on the latest affirmative action, applicant management, compensation, and workforce analysis topics and trends. She has a true passion for educating fellow HR professionals, which is why she has been an active speaker throughout the country at conferences and meetings including the Society for Human Resource Management’s (SHRM) Talent Management and Annual Conferences.

Michele has a Masters of Business Administration in Human Resource Management and Management Skills from New York State University at Buffalo. Michele holds both SPHR and SHRM_SCP Certification and is a member of the national Society for Human Resource Management. 

In his global labor and employment practice, Mike assists clients with policy drafting, internal investigations, compliance advice, restructuring, management training, representation before administrative agencies, and, when necessary, litigation. For the past year, Mike has been imbedded with the legal department of a large international company providing global L&E support and leading internal investigations. He also spent six years in executive roles as Senior L&E Counsel and Director for a large public company. In those roles, he oversaw litigation, selected and managed outside counsel, and oversaw part of the company’s compliance function. Additionally, Mike conducted internal investigations and audit responses, trained management, managed a team of HR professionals, served as lead negotiator in collective bargaining, led the diversity and inclusion program, and represented the company before federal administrative agencies including the NLRB, EEOC, DOL, OFCCP, OSHA, and NRC.

Michael Elkon is a partner in the Atlanta office of Fisher Phillips. He helps companies with all manner of employment issues, both by providing advice and also by handling litigation from start to finish. Michael has a number of sub-specialties, including: (1) non-compete and trade secret issues; (2) advice regarding employment agreements; and (3) handling retaliation lawsuits, including under specific whistleblower laws. Michael has been included in Georgia Super Lawyers - Rising Stars or Georgia Super Lawyers every year since 2010. He also worked with the Georgia Legislature regarding the Georgia non-compete statute (HB 173) in the 2009 Legislative Session.

Kevin Fudge is the Director of Consumer Advocacy at ASA.  He works with policy makers, states and non-profit organizations to improve college completion rates and successful student loan management through raising public awareness about the intricacies of the college financing process.  Kevin resolves complex loan situations for members of government and their constituents, and provides research and analysis of student loans to elected officials, secondary school administrators, higher education professionals and employees in the public and private sector.  Kevin is frequently quoted in various media formats on student debt, and he graduated from the University of Virginia and Harvard University.

Dr. Dale J. Albrecht is an expert in business transformation, culture, and human resources.  He is the Executive Vice President of People and Performance for Alonos and a member of the Forbes HR Council.  He’s an Adjunct Professor for the University of Texas and Texas Woman’s University, and he is also the author of the book, “Organizational Design that Sticks!” Dr. Albrecht has fulfilled C-Suite leadership roles as Chief Human Resources and Risk Officer.  He also has experience in general management, operations, and engineering, which enables him to bring a holistic focus to enabling business success.