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.

Ms. Walters has more than 30 years’ combined experience in management, HR administration, employment law practice, and teaching.

She has presented at conferences across the country, been engaged as an expert witness, and testified before U.S. Congressional and state legislative committees on employment issues.

Her book, “From Hello to Goodbye: Proactive Tips for Maintaining Positive Employee Relations” is in its 2nd edition and was one of the SHRMStore’s “Great 8” best-sellers for eight consecutive years.

Today, Ms. Walters works as an independent consultant doing business as FiveL Company, “Helping Leaders Limit their Liability by Learning the Law.”SM

Jason Sheffield is BRPs National Director of Compliance for the Baldwin Regulatory Compliance Collaborative. He oversees the ongoing evolution of our firm's national compliance operations. Jason develops, designs and implements educational programming and compliance assuredness services by creating timely and relevant solutions designed for the benefit of our clients and colleagues, our industry partners, and the general benefits community. Jason has practiced employee benefits law and consulting for nearly two decades, representing individual, corporate, and tribal interests at the local, state, and federal levels. He has advised clients and provided representative services before administrative agencies such as the DOL, the IRS, CMS, OCR, several state-level treasury authorities, and others. He has experience with both qualified and non-qualified retirement plans, executive compensation matters, and extensive experience respecting health and welfare plan matters. Jason received his undergraduate degree from Georgia State University (magna cum laude) and his Juris Doctor from Western New England College School of Law. He is admitted to the State Bar of Georgia.

Jason Sheffield is BRPs National Director of Compliance for the Baldwin Regulatory Compliance Collaborative. He oversees the ongoing evolution of our firm's national compliance operations. Jason develops, designs and implements educational programming and compliance assuredness services by creating timely and relevant solutions designed for the benefit of our clients and colleagues, our industry partners, and the general benefits community. Jason has practiced employee benefits law and consulting for nearly two decades, representing individual, corporate, and tribal interests at the local, state, and federal levels. He has advised clients and provided representative services before administrative agencies such as the DOL, the IRS, CMS, OCR, several state-level treasury authorities, and others. He has experience with both qualified and non-qualified retirement plans, executive compensation matters, and extensive experience respecting health and welfare plan matters. Jason received his undergraduate degree from Georgia State University (magna cum laude) and his Juris Doctor from Western New England College School of Law. He is admitted to the State Bar of Georgia.

Mark is a Partner in Berry Appleman & Leiden LLP’s Dallas office. Mark represents clients ranging from startups to Fortune 500 companies in the IT, health and medical research, engineering, transportation, and pharmaceutical industries. He focuses on providing corporations with strategic advice and insight while they seek to hire and retain global talent. As the son of two immigrant parents, Mark uses his family’s experiences to carefully navigate clients through the US immigration system.  

Partnering with corporate HR and legal teams, Mark develops immigration sponsorship and compliance programs, and aligns services with business operations. He advises companies on the impact of corporation reorganizations and mergers and acquisitions. Mark also advises researchers and health care professionals on EB-1, PERM, Physician NIW, and Conrad 30 J-1 waivers. Mark has extensive experience with health care immigration and has represented both institutional clients and individual physicians. 

Lorraine Cohen is a Partner in the Global Employment Services (GES) practice for Deloitte Tax LLP in San Francisco.  She is the Americas Leader for Deloitte’s Emerging Workforce team which includes both Business Travel Analytics and Remote Work practice offerings.  She has developed the approach and methodology for mitigating risk for business travelers and remote workers for Deloitte Tax globally. 

Lorraine worked with the California Franchise Tax Board to streamline reporting for international inbound travelers to California which resulted in the passage of AB2660, allowing composite filings for international nonresident travelers to California.

Identifying innovative approaches and improved solutions to business challenges both motivate and drive me. Observation, inspiration, and determination are my foundation for success. My philosophy is that introducing fresh perspectives and new techniques allow businesses to evolve and grow. My goal is to remain on the cutting-edge of advancements. My successes have stemmed from essential skills, including organizational development and employee relations. I have enhanced my collaboration abilities and cultivated a reputation as a major contributor through motivation. I am a team player who is always searching for opportunities to impart valuable insights. With these qualities, I am able to facilitate positive change and impacting outcomes.

Alessandra Henderson is the Co-Founder & CEO of Elektra Health, a next-gen women's healthcare platform on a mission to smash the menopause taboo. Elektra empowers the 50M women navigating menopause in the US – and the millions more abroad – with evidence-based education, care & community. Prior to Elektra, Alessandra spent 10+ years building early stage consumer businesses from the ground up at Artsy, the MIT NYC Startup Studio, and Human Ventures. She holds a B.A. from Vanderbilt University and MBA from Sloan MIT, where she received the Martin Trust Community Fellow Award and the Patrick McGovern Entrepreneurship Award. Her work has been covered by The NY Times, Fast Company, Techcrunch, the Financial Times and more.

Jodi Brandstetter is a Brand Positioning Coach specializing in human design and design thinking, empowering HR business consultants to define their business uniquely. With two decades of HR and business experience, Jodi offers tailored strategies for HR consultants to authentically connect with their ideal customers. As an 8-time Amazon Bestselling Author, Jodi lives outside Cincinnati, Ohio, with her family.

Andrea began her career building a tech startup from $10k in seed monies to a multi-million-dollar organization in only 8 years. She went onto serve as the first female corporate executive at multiple global companies, and an I-CORPS certified instructor with the University of Iowa’s Startup Incubator. Trained as a behavioral scientist, Andrea founded a customer-centric strategic differentiation firm, serving multi-billion-dollar companies. She is a published author, contributor to Harvard Business Review, and is a TEDx Speaker.