People & Talent Management

Glean new strategies for engaging and retaining talent by delving into various aspects of the employee lifecycle.

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Jacob Goldstein
Personal Pronouns
He/Him/His
Founder
The Leadership Laboratory
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Jacob Goldstein is the founder of The Leadership Laboratory, and leverages his experiences in education, the performing arts, and corporate learning & development to his work.  As a performer, Jacob has sung as a backup vocalist for musical artists such as Josh Groban, Idina Menzel, and Patti LuPone, as a recording artist for Netflix series Sense8, and at venues including The United Center, The Chicago Theater, and Chicago Symphony Center.  In the education space, Jacob has served as an educator for high school, undergraduate and graduate students throughout the Midwest, and has been a Guest Lecturer at Northwestern University since 2016.  As a Learning & Leadership Development Consultant, Jacob has worked as a one-on-one coach and group workshop facilitator to organizations ranging from startups to Fortune 500 companies in diverse industries, including technology, healthcare, non-profit, and fashion/apparel.  Jacob holds a Bachelor's degree from The University of Illinois at Urbana-Champaign, and a Master's of Science in Communication from Northwestern University.

 

SESSIONS:
Louis Richard Lessig, SHRM-SCP
Personal Pronouns
He/Him/His
Partner
Brown & Connery, LLP
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Louis R. Lessig, Esquire, SHRM-SCP, SPHR is a Partner at the law firm of Brown & Connery, LLP in Westmont, NJ in their labor and employment group.  He regularly counsels clients, conducts training sessions and represents clients in federal and state court as well as before administrative agencies. Also known as The Employment Law Translator®, Mr. Lessig speaks across the country and regularly writes articles that appear in publications nationwide including XpertHR.  In 2018 he won the Delaware Valley HR Consultant of the Year Award. He is a member of the National Speakers Association (NSA) and a Past President of the Philadelphia chapter.  Mr. Lessig is an active volunteer for The Society for Human Resource Management (SHRM) as the Northeast Membership Advisory Council (MAC) Representative.

SESSIONS:
Tuesday, June 25, 2024 - 11:00am to 12:00pm
Holly O'Hern
Personal Pronouns
She/Her/Hers
Owner & Facilitator
Regime Change
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Holly O'Hern (she/her) is a trainer & facilitator with 19+ years experience in DEI, L&D, leadership, teambuilding, & inclusive events - through both virtual & in-person training formats. Her career has spanned many industries and her work is informed by completion of immersive programs on DEI, racial equity, trauma & resiliency, intentional gathering, and Dr. Brené Brown’s Certified Dare to Lead™ Facilitator program. Her style creates space for topics like mental health, power & privilege, and intergenerational dynamics.

SESSIONS:
Monday, June 24, 2024 - 7:30am to 8:30am
Jodi Glickman
CEO and Founder
Great On The Job
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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. 

SESSIONS:
Monday, June 24, 2024 - 7:30am to 8:30am
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.

 

 

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Kevin Crain
Managing Principal
Crain & Associates
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Kevin Crain is an accomplished and highly respected Retirement Services and Financial Wellness Expert with more than 40 years of experience in roles of progressively greater influence and impact in the Retirement Services industry, driving strategic growth, enhancing client engagement, and delivering top-tier retirement research solutions.

The former Chair of the Age Friendly NYC Commission, Kevin is currently an Advisory Council Member with the Global Coalition on Aging Advisory Council and a Visiting Executive for the Gerontological Society of America. He is also an Honorary Member of the Defined Contribution Institutional Investment Association (DCIIA) and Member of their Public Policy committee.

Until August 2023, Kevin was with Bank of America Merrill Lynch for nearly 20 years in senior leadership positions in the Retirement Services sector, culminating in the role of Head of Retirement Research, leading a team of thought leaders and public policy experts focused on retirement and longevity research. The team published many reports including Workplace Benefits, Participant Pulse, Financial Life Benefits Impact, Caregiving briefs, the Longevity Economy, and Retirement Benefits Gender Lens studies. They also championed diversity and inclusion by publishing highly progressive studies such as Menopause & the Workplace, Women’s Financial Well-Being, Financial Wellness of Caregivers, Mental Health & the Workplace, and Neurodiversity in the Workplace.

Prior to this, Kevin was Head of Enterprise Financial Solutions where he spearheaded a team of Enterprise Specialists focused on delivering Bank of America solutions to corporate plan sponsors and employees, working closely with Bankers, Advisors, and local Bank Market Presidents. Solutions included benefits plans, financial wellness programs, banking products, wealth management services and employee education programs. As Head of Workplace Solutions, he created and led a new team of Specialists to partner with Commercial Bankers to deliver retirement benefits and financial wellness to companies and their employees.

Previously, Kevin was Head of Institutional Retirement, leading the Institutional Retirement business for corporate retirement services offered including 401(k), Defined Benefit, Equity Compensation, Non-Qualified Deferred Compensation and Healthcare Savings, servicing over 1,500 corporate clients totaling close to 5 million employees.

SESSIONS:
Kelly C. Amato, J.D.
Vice President and the Head of Sales for Institutional Fiduciary Solutions
Raymond James
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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.

SESSIONS:
Harrison Newman
Vice President, Employee Benefits Consultant
Corporate Synergies
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Harrison Newman has more than 15 years of experience in employee benefits consulting. He specializes in addressing employer benefits and financial requirements through in-depth research, strategic plan design, claims data analysis, and diligent negotiations. His client focus is middle market with both nonprofit and corporate employers. Harrison uses his skills to help clients adapt their benefits strategy and believes culture should be a part of how all his clients approach total compensation.

He partners with Corporate Synergies experts to deploy internal resources to ensure client satisfaction and is an aggressive client advocate. He manages the strategic process, monitors and executes the business plan, coordinates the team and ensures the delivery of exceptional client service. His objective is to simplify benefits for employers and their employees and support all stakeholders in achieving the best possible value for the benefits dollar.

Harrison earned a Bachelor’s degree in Psychology with a minor in Human Resources and Development from Brooklyn College, The City University of New York. He holds licenses in Life and Health and Property & Casualty.

He is an active board member and participant of New York City SHRM, where he co-chairs the Programming team. He also co-hosts the NYSHRM podcast Talk NYC SHRM and serves on Cigna's Digital Producer Advisory Council.

In addition, Harrison is a subject matter expert with articles placed in BenefitsPRO, EBN and more. His article, “Employee resource groups: Building culture around your benefits,” was published by EBN.

SESSIONS:
Dick Finnegan
Personal Pronouns
He/Him/His
Chief Executive Officer
C-Suite Analytics
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Dick Finnegan is THE global turnover expert, having cut turnover by 30% and more for healthcare, manufacturing, logistics, distribution centers, call centers, and other industries…and on all six inhabited continents.

Dick has authored the top-selling SHRM-published book, The Power of Stay Interviews, along with four other books. BusinessWeek magazine has said “Finnegan offers fresh thinking for solving the turnover problem in any economy”. He has been similarly cited by Forbes, Chief Executive Magazine, and Consulting Magazine.

He holds bachelors and graduate degrees from The Pennsylvania State University and lives in Orlando, Florida.

SESSIONS:
Sarah Noll Wilson
Personal Pronouns
She/Her/Hers
President and Founder
Sarah Noll Wilson, Inc.
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Sarah Noll Wilson, Inc. is on a mission to help leaders build and rebuild teams. Our goal is to empower leaders to understand and honor the beautiful complexity of the humans they serve. We create a safe, honest environment, preparing people to deal with real-world conflict, have more meaningful conversations, and create purposeful relationships. Working with organizations that care deeply about their teams and understand the connection between staff development and organizational success, Sarah Noll Wilson, Inc. specializes in transforming relationships from good to great. 

With 15+ years in leadership development, Sarah Noll Wilson earned a Master's Degree from Drake University in Leadership Development and a BA from the University of Northern Iowa in Theatre Performance and Theatre Education. Through her work as an Executive Coach, an in-demand Keynote Speaker, Researcher, Contributor to Harvard Business Review, and Bestselling Author of “Don’t Feed the Elephants”, Sarah helps leaders close the gap between what they intend to do and the actual impact they make. She hosts the podcast “Conversations on Conversations”, is certified in Co-Active Coaching, Conversational Intelligence, and is a frequent guest lecturer at universities. In addition to her work with organizations, Sarah is a passionate advocate for mental health.   

 

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SESSIONS:
Bob Kelleher
CEO
The Employee Engagement Group
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Bob Kelleher is a best-selling author, keynote speaker, and consultant on employee engagement, leadership, and workforce trends. Bob is the author of the bestselling book, LOUDER THAN WORDS: 10 Practical Employee Engagement Steps That Drive Results, CREATIVESHIP, A Novel for Evolving Leaders, EMPLOYEE ENGAGEMENT for Dummies, and I-Engage, Your Personal Engagement Roadmap.   

Bob can be seen or heard on national media (most recently on CNBC, CBS, NBC News, Business Week, Forbes, and Fortune, and has presented to many of the world’s top companies

Bob is also the founder of The Employee Engagement Group, a global survey, products, assessment, consulting firm.  

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Bob Kelleher
CEO
The Employee Engagement Group
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Bob Kelleher is a best-selling author, keynote speaker, and consultant on employee engagement, leadership, and workforce trends. Bob is the author of the bestselling book, LOUDER THAN WORDS: 10 Practical Employee Engagement Steps That Drive Results, CREATIVESHIP, A Novel for Evolving Leaders, EMPLOYEE ENGAGEMENT for Dummies, and I-Engage, Your Personal Engagement Roadmap.   

Bob can be seen or heard on national media (most recently on CNBC, CBS, NBC News, Business Week, Forbes, and Fortune, and has presented to many of the world’s top companies

Bob is also the founder of The Employee Engagement Group, a global survey, products, assessment, consulting firm.  

SESSIONS:
Rob Lawless
Founder
Robs10kFriends
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On a mission to spend 1 hour, 1 on 1, with 10,000 different people, Rob Lawless sees the world from an incredibly unique perspective. Over the last 8 years, he’s met over 6,000 people across 90+ countries, sharing their stories on his Instagram, @robs10kfriends. Rob has been featured on "On Air with Ryan Seacrest," the TODAY Show, and even the Kelly Clarkson Show. Rob's inspiring project showcases the value of intentional human connection and how every human interaction holds the potential to change your life.

SESSIONS:
Sunday, June 23, 2024 - 1:45pm to 2:45pm