Concurrent Session

Steve Mellor is an ICF PCC-certified Executive Coach and has coached high performers for 2 decades such as elite athletes, business owners, executives, and emerging leaders. As the owner of Career Competitor Coaching, Steve oversees coaching and workshop facilitation that ensures clients invest in their optimal selves when pursuing optimal performance. As a speaker, it is Steve’s mission to educate, equip, and empower audiences to make lasting investments into their personal growth, performance mindset, and culture development. An author, a podcast host, a devoted husband, and a committed embarrassing dad to his two children, Steve is the coach who realizes his potential by helping you realize yours

Internationally recognized as an expert in the field, Mr. Kushner is one of the nation's most sought after speakers on HR strategy and employee benefits. He has advised four U.S. Presidents on health care and has testified before the U.S. Senate Finance Committee, the U.S. House Ways and Means Committee and the U.S. House Small Business Committee on employee benefit issues.

A frequent resource to the media, Mr. Kushner contributes to the Wall Street Journal, the New York Times, AP, Knight-Ridder, the Kiplinger Washington Newsletter, CNN News, Fortune, MSNBC and Good Morning America among others. More importantly, he and his wife Tamis have five children and four wonderful (and amazing!) grandchildren.

As a “Recovering HR Manager" Richard Fagerlin, has led Peak Solutions, a leadership development firm for the last 20 years.

Born out of the simple idea that we should love what we do and who we do it with, Peak Solutions is dedicated to helping build wise leaders, strong teams & healthy cultures & has served countless organizations in over 50 countries worldwide. Richard is also a leading authority on the topic of Trust and is the author of Trustology: The Art and Science of Leading High Trust Teams.

Richard is from Fort Collins, Colorado where he enjoys an active lifestyle following the interests and passions of his four boys and making memories and enjoying experiences every step of the way.

.

As a “Recovering HR Manager" Richard Fagerlin, has led Peak Solutions, a leadership development firm for the last 20 years.

Born out of the simple idea that we should love what we do and who we do it with, Peak Solutions is dedicated to helping build wise leaders, strong teams & healthy cultures & has served countless organizations in over 50 countries worldwide. Richard is also a leading authority on the topic of Trust and is the author of Trustology: The Art and Science of Leading High Trust Teams.

Richard is from Fort Collins, Colorado where he enjoys an active lifestyle following the interests and passions of his four boys and making memories and enjoying experiences every step of the way.

.

Jack Gottlieb is a results-driven senior executive with 20 years of experience in transforming and revitalizing organizations. As the CEO of Total Solutions Group, a strategic consulting and results-based training firm, he has a proven track record of aligning culture, strategy, and capability to achieve critical short-term and long-term goals. TSG has generated $3.25 billion in ROI for clients in growth, profitability, innovation, and efficiency, including leading fifteen M&As and ten turnarounds from inception to implementation. 

With extensive experience in the C-Suite and as an HR leader Jack has a deep expertise of how to drive organizational health and performance through an embedded employee experience. Jack has had global roles such as Chief Executive Officer, Chief Strategy Officer, & Chief Culture Officer in banking and currently is the Vice President of Global Capability & Transformation in a market leading test lab in the gaming industry. 
Jack has been one of the top rated speakers and thought leaders for SHRM both at annual and state council conferences. Jack also hosts the successful "L&D Transformation Podcast: How To Lead The Future Of Our Organizations Through Talent Development” which is in its third season with over 100 episodes.

Tiffany Brown serves as the Certification Specialist for SHRM Affiliate Operations and is responsible for working with SHRM local chapters and state councils to develop and implement SHRM Certification initiatives.  Before joining the SHRM Certification department, Tiffany worked with the SHRM Member Relations team as a Member Engagement Associate supporting numerous affiliates across multiple regions in their efforts to achieve their respective membership goals. 

She holds a Bachelor of Arts in Sociology from the University of Maryland - College Park, SHRM-CP, and SHRM People Management Qualification (PMQ).

Eric Knott is a professor at the W. P. Carey School of Business at Arizona State University where he teaches undergraduates and MBAs general management, leadership, human resources, and consulting.  He is the past president of the Society for Human Resource Management of Greater Phoenix and past chairman of the board for the Arizona Small Business Association.  He has over 20 years of HR leadership experience prior to teaching, owns the consulting firm FinePoint HR, and has won awards for his teaching and his impact in the state's business community.

Jodi Glickman is passionate about developing leaders—both seasoned executives and next generation talent. As the CEO and founder of Great on the Job, Jodi and her team have reached hundreds of thousands of the brightest minds across corporate America and academia—with a firm belief that technical skills are a commodity—interpersonal skills are the true superpower of all great leaders.  

 Jodi has appeared on the TEDx stage, she is an author and writer for the Harvard Business Review, a faculty member at the Kellogg School of Management and proud mom of three.  Jodi lives in Chicago, IL. 

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.

Kelly Amato is a vice president and the head of sales for Institutional Fiduciary Solutions, a division of the Private Client Group at Raymond James.  A client-focused investment firm, Raymond James serves client accounts through approximately 8,700 financial advisors in the United States, Canada and abroad. Raymond James has expanded throughout its 60 years of profitable growth to serve corporations, institutions and municipalities through significant capital markets, banking and asset management services.

In her role, Ms. Amato works with institutional, corporate retirement, endowment/foundation, and fiduciary support associates to grow recordkeeping, administration, and investment assets under management.

An industry veteran, prior to assuming her current position in February 2023, Ms. Amato held key roles in the retirement plan space.  She has led revenue growth, client consulting and retention, along with corporate strategy initiatives.  Ms. Amato was a leading advisor in retirement plan and institutional consulting establishing her own practice in 1998.

Ms. Amato earned a Bachelor of Arts degree from the University of Southern Maine and a Juris Doctor degree from Humphreys College School of Law.  She has published several articles centered on stewarding retirement plans and enjoys sharing what she has learned from assisting hundreds of employees to protect their futures.  She has served as an expert witness and as retirement plan specialist to the US Bankruptcy Trustee protecting abandoned plans.  She has also contributed as a valued member of several advisor councils.

Ms. Amato holds the Financial Industry Regulatory Authority (FINRA) Series 6, 26, 63 and 65 licenses, along with a California life and health insurance license.