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06/23/2024

807: Compliance Bootcamp - Fundamentals of HR, Leave and Benefits
06/23/2024 08:00 AM - 12:00 PM Additional Fee and Registration Required
Competencies: Business (Behavioral), People (Technical), Workplace (Technical)

Presenter:
Jay M. Kirschbaum, Benefits Compliance - Director and Sr. V.P., World Insurance Associates
Presenter:
Marina Galatro, SHRM-SCP, Executive HR Consultant, HR Services, Newfront Insurance Services, LLC
Workplace Application:
Attendees will gain sufficient understanding of the structure and purpose of the rules governing HR and Benefits to apply them in different circumstances. 

The rules and regulations governing HR and Benefits are confusing and complex.  It is difficult for many HR professionals to understand how they all fit together as a coherent set of rules so that they can apply them in various situations.  They learn bits and pieces ad hoc as the need arises and that leaves a confusing tangle of seemingly contradictory rules.   This session is designed to provide a high-level overview of the basics of HR and benefits compliance.   This is designed to give attendees and understanding of the structure of the core HR and benefits rules, how they work together, and be able to apply them in specific situations.   Attendees will get a contextual overview and summary of core HR, leave and benefits requirements that all HR professionals should know.  The presenters will give the attendees a structure to bring some order and understanding to the seemingly arbitrary rules associated with HR and Benefits Compliance.   Just knowing the internal structure and logic of individual rules and regulations help to broaden and clarify the rules when applying them to specific instances.

Learning Objectives:

  • Learn the overall structure, organization and methodology (versus just a recitation of specific rules) of ERISA, IRC and other laws and regulations that govern employee benefits.
  • Learn the overall structure, organization and methodology of the core HR rules and requirements.
  • Learn the basics of the various paid leave requirements in the various states and other jurisdictions and how they interact with the federal rules.
  • Learn how the various rules and regulations interact in various situations to understand the overall structure and be able to apply the rules in specific situations.

06/24/2024

Financial Wellness for Women: Meeting The Needs Of Your Female Workforce
06/24/2024 07:30 AM - 08:30 AM N226, North Building - Level 2 (MPCC)
Competencies: Business (Behavioral), People (Technical), Workplace (Technical)

Presenter:
Kristen Koluch, CFA, CFP, Senior Vice President, Investments, Raymond James
Workplace Application:
With financial wellness top of mind for many employers and employees, HR professionals need to understand the nuances their female workforce faces from a career and financial planning point of view. 

Did you know that 90% of women will have sole responsibility for their finances at some point in their lives?  Every investor has a unique life path, one that's dotted with milestones and perhaps a few pitfalls along the way.  However, women often face similar challenges and opportunities thanks to longevity and other trends.  Join this workshop to learn about what makes financial planning for your female employees particularly unique.

Learning Objectives:

  • Understand the stressors that your female workforce may face including diverse career paths and caregiving obligations.
  • Outline the opportunities employers have to deliver custom financial wellness education and resources to meet their employees where they are today.
  • Demonstrate how an employee's current life stage informs their financial planning challenges and opportunities.
  • Recognize that a workforce empowered with sound financial planning fundamentals can reduce stress and enhance productivity at work.
A Good Process = Good Results. Proper Retirement Plan Management
06/24/2024 11:00 AM - 12:00 PM N228, North Building - Level 2 (MPCC)
Competencies: Business (Behavioral), Organization (Technical)

Presenter:
Jeanne J. Sutton, CFP, Managing Director, Strategic Retirement Partners
Presenter:
Bryan Peebles, Financial Benefits Advisor, Strategic Retirement Partners
Workplace Application:
This presentation will demonstrate, with real life examples, how a proper Retirement Plan Committee is ran and what processes your organization needs to provide a strong retirement plan and reduce fiduciary liability. 

Are you responsible for managing your organization's retirement plan? The key to success is a strong process. I know, it sounds boring but this presentation won't be! We will coach you through what proper plan management looks like, ideal fiduciary practices, a sample retirement plan committee meeting, investment monitoring practices, and what partners are necessary to ensure your organization's success. We'll share real life successes and failures that will help you create a successful process for your organization!

Learning Objectives:

  • Understand fiduciary liability and how to mitigate.
  • Establish and run a proper Retirement Plan Committee.
  • Discover what partners to engage to support your retirement plan.
  • Properly monitor investments.
ACA and ERISA Compliance: 11 Steps to Avoid (or Survive) a DOL Audit
06/24/2024 11:00 AM - 12:00 PM S105, South Building - Level 1 (MPCC)
Competencies: Business (Behavioral), Workplace (Technical)

Presenter:
Gary B. Kushner, CBP, Chair and President, Kushner & Company
Workplace Application:
Attendees will learn how to identify common plan design and/or operational problems and fix them, before the DOL shows up. 

After passage of the ACA and updates to it and ERISA, there are even more requirements that employers sponsoring health and other welfare plans need to ensure they are complying correctly. During this fast-moving session, one of SHRM's most highly rated speakers, Gary Kushner, SPHR, CBP will walk through 11 items you'll want to review to make sure you have all of the processes and documentation you'll need if your employer is ever the subject of a DOL audit of your health and welfare plans.

Learning Objectives:

  • Learn what the DOL looks for when they do an audit (and what you can do to be totally prepared)
  • Identify the pitfalls that many employers miss when sponsoring plans that can show up on audit.
  • Understand the rules around electronic SPD and notice disclosures.
Benefits Enrollment and Utilization among Deskless Workers: HR Perspectives and Engagement Strategies
06/24/2024 11:00 AM - 12:00 PM Jackson Park, Level 1 (Hyatt Regency)
Competencies: Business (Behavioral), Interpersonal (Behavioral)

Presenter:
Maryann Kwakwa, Ph.D., Senior Researcher, SHRM
Presenter:
Lydia Aulisi , Ph.D., Director, Workplace Consulting Research & Insights, Fidelity Brokerage Services LLC
Workplace Application:
Attendees will learn about the latest research findings from a SHRM and Fidelity study on deskless workers in the United States, including engagement strategies organizations can use to encourage benefits enrollment, and utilization. 

Although deskless workers, or employees who rarely sit behind a desk to do their job, make up a sizable portion of the U.S. workforce, employers often struggle to find ways to meet these workers’ needs. To better understand the strategies used to encourage benefits enrollment and utilization among this group, SHRM partnered with Fidelity to conduct a survey of HR professionals. Join us as we dive into the results, and examine the best practices currently used within HR to engage deskless workers about their benefits.

Learning Objectives:

  • Primary concerns that HR leaders have about deskless workers’ financial, life, health, and work well-being.
  • The engagement strategies used to increase benefits enrollment, and utilization among deskless workers.
  • Most effective engagement strategies used to increase benefits enrollment, and utilization among deskless workers.
Child Care as a Workforce Solution: Innovative State Policies and How Employers Shape Them
06/24/2024 11:00 AM - 12:00 PM E352, Lakeside Center - Level 3 (MPCC)
Competencies: Business (Behavioral), People (Technical)

Presenter:
Brian Gutman, Director of Government Relations, Learning Care Group
Workplace Application:
Attendees will understand how state child care policies can support or benefit their workforce, and ways they can advance such policies. 

The impact of reliable, safe child care for workers, their employers, and the broader economy is undeniable. As states explore how to help employers make quality care more affordable for their workforce, companies are stepping up, leaning in, and shaping policy.  In this session, explore what is working across the nation to make childcare more accessible and affordable, and the ways that employers are leading the charge.

Learning Objectives:

  • Hear the economic impact and benefit of accessible, reliable care for an employer and the broader economy.
  • Receive examples of how states that are innovating in the employer-sponsored child care space.
  • This includes programs to match employer contributions, tax credits and deductions, and dedicated startup funds to help employers invest in their workforce.
  • Discover the role of businesses in advancing STATE efforts to adopt employer incentive programs using case studies and examples.
Collusion, Antitrust, and Whistleblowing: What HR Pros Need to Know
06/24/2024 11:00 AM - 12:00 PM E351, Lakeside Center - Level 3 (MPCC)
Competencies: Business (Behavioral), Interpersonal (Behavioral), Leadership (Behavioral), Organization (Technical)

Presenter:
Christine V. Walters, JD, MAS, SHRM-SCP, Independent Consultant & Author, FiveL Company
Workplace Application:
This session will provide attendees with practical information to guide their organization within legally defined boundaries in day-to-day activities from hiring, to protect employees' concurrent rights, and avoiding even the appearance of any activities that violate these burgeoning rules and regulations. 

In 2023, we saw a flurry of activity from various federal agencies targeting employment practices. As of this writing, we anticipate publication of the FTC's final rule effectively banning non-compete agreements as a key example.  When published, the rule is likely to face legal challenges. The DOJ and FTC continued to push their 'no poach approach.' Federal rules and guidance are also changing related to employers' sharing of wage and benefits information, M & A's, and more. Join this interactive program as we review the latest news, trends, cases, and pitfalls to avoid throughout the employment cycle from recruitment to separation.

Learning Objectives:

  • Review applicable laws and recent court decisions impacting related policies and practices.
  • Consider the most recent federal agencies' rules and guidance.
  • Consider the legal question of 'Can we do this' balanced with the subjective, 'Should we do this?'
Global Pay Strategies: How to Compensate Your International Employees Effectively and Equitably
06/24/2024 11:00 AM - 12:00 PM N229, North Building - Level 2 (MPCC)
Competencies: Business (Behavioral), Organization (Technical), People (Technical)

Presenter:
John A. Rubino, CCP, CBP, GRP, WLCP, President, Rubino Consulting Services
Workplace Application:
Attendees will learn all of the necessary elements, components and techniques to compensate your international employees effectively and equitably, boosting your organization's global talent pool. 

Developing cohesive global compensation reward programs for your organization that are also appropriately nuanced based on country cultures is a very challenging task! The primary objective is to realize the tried-and-true adage 'Think Globally and Act Locally' and have it embedded as the guiding principle in your organization. To accomplish this, it is imperative to develop and implement effective global compensation programs that are aligned with your organization's human capital strategic plans. In his presentation, John will discuss leading-edge compensation solutions, the factors that impact mobility decisions, and all of the necessary techniques to pay your global workforce equitably. Moreover, you will come away with a real-world 'global schematic' of compensation and total reward perspectives, methodologies and approaches that are practiced in premier international organizations. This will help you to fully optimize the design of your global programs with the result of attracting, retaining, motivating and engaging top performers all over the world.

Learning Objectives:

  • Learn to develop effective compensation, benefits and well-being programs in complex multi-national organizations.
  • Explore how well-being, recognition, and career development can be leveraged to attract, motivate, retain and engage your employees.
  • Identify the challenges of managing international assignments and learn approaches for developing aligned compensation solutions.
  • Understand internal and external influences that affect global compensation design and delivery.
  • Receive a real-world 'global schematic' of compensation and total reward perspectives, methodologies and approaches that are practiced in premier international organizations.
Overview of Cell and Gene Therapy
06/24/2024 11:00 AM - 12:00 PM S402, South Building - Level 4 (MPCC)
Competencies: Business (Behavioral), Organization (Technical), People (Technical)

Presenter:
Lisa Kallenbach MD, Group Medical Director for US Medical Affairs, CAR-T, Johnson + Johnson Innovative Medicine

Provide education to the audience on

1.  What is cell and gene therapy.

2.  The patient journey and experience

3.  What are the benefits to the patients and impact to the patient

 

Learning Objectives:

 

  • Define what cell and gene therapy is?
  • Understanding the current and future state of cell and gene therapy.
  • Understanding the patient journey
  • Look into their employer plans to understand coverage of cell and gene therapy.
10 Current Trends in Total Compensation
06/24/2024 12:30 PM - 01:30 PM N229, North Building - Level 2 (MPCC)
Competencies: Business (Behavioral), People (Technical)

Presenter:
Chris Dohrmann, Executive Director of Strategic Partnerships , Global Shares, a J.P. Morgan Company
Workplace Application:
Attendees will learn about upcoming regulatory changes, their impacts, and how to navigate these. Discussing trends in recruitment strategies will help the audience with their hiring strategies, through the promotion of their equity comp plans and wider total rewards package. We will also discuss additional anticipated trends and how they will affect the audience's HR team and company as a whole. 

Diving into the trends your company needs to be on top of in 2024, we'll discuss regulatory updates including the second year of Pay Versus Performance, the new disclosure requirements for Say on Pay coming into effect July 2024, their impact on your company, and much more. We'll also look at how factors including pay transparency and the promotion of shares in job posts can help beat the competition to attract top talent.

Learning Objectives:

  • Understand how upcoming trends will impact their team/department/company.
  • Implement policies and procedures to adapt to new trends.
  • Enhance their recruitment processes to attract key talent.
Helping Your Employees Fight Identity Fraud in the Digital World
06/24/2024 12:30 PM - 01:30 PM N231, North Building - Level 2 (MPCC)
Competencies: Business (Behavioral), People (Technical)

Presenter:
Ben Erdel, General Manager - Identity Theft Protection, Equifax Workforce Solutions
Workplace Application:
Learn more about how employers who offer identity theft protection as a financial wellness benefit could help protect their employees and their bottom line by reducing financial stress, absenteeism, and lessened productivity of fraud victims. 

Now more than ever, it is important to better protect employee identities and those of their families. Employers who offer identity theft protection as a financial wellness benefit can help attract and retain talent by showing they value their employees' wellbeing as well as the bottom line. Helping mitigate the impact of identity fraud can reduce the financial stress, absenteeism, and lessened productivity of fraud victims.

Learning Objectives:

  • Understand how an identity theft protection benefit can aid your HR team in helping recruit and retain talent by validating your reputation as a more generous and supportive employer.
  • Gain a deeper understanding about how identity fraud can impact employees AND their families, and how demographics and age are not indicators of higher or lower risk.
  • Better understand the links between fraudulent unemployment claims and identity theft.
  • Discover some top tools and steps that can be effective in helping identify and combat fraud.
Traversing the Abortion Landscape: Rights, Restrictions, Options and Alternatives for Plan Sponsors
06/24/2024 12:30 PM - 01:30 PM S106, South Building - Level 1 (MPCC)
Competencies: Interpersonal (Behavioral), Workplace (Technical)

Presenter:
Jason Nathaniel Sheffield, National Director of Compliance, Baldwin Risk Partners
Workplace Application:
Learn and understand the current landscape of abortion-related treatments and services regulation throughout the United States, while exploring alternatives and options for employee benfits plan sponsors relative to employee access restrictions. 

With its holding in Dobbs v. Jackson Healthcare in 2021, the United States Supreme Court newly invigorated the debate as to state-level rights and restrictions respecting abortion related treatments and services. Regardless of individual perspectives on the issue, the Dobbs decision squarely placed the regulation of abortion related treatments and services in the hands of voters and the state legislatures. With this new authority, many states have already expanded and/or further enshrined abortion protections, while several other states have already utilized this newfound authority to restrict or even ban abortion all together.   For the private employee benefit plan sponsor, these state-level legislative activities raise a bounty of legal and regulatory issues due to both a generalized lack of consistency across the nation, as well the many intricacies involved in the operational requirements of a plethora of laws and regulations. Few times in our history have private employers been drawn so robustly into what many individuals perceive to be a personal (and private) medical debate. Nevertheless, here we are today. Employers must now come to terms with an extensive, ever-evolving slate of contrasting state-level rights, restrictions, and other related legal obligations.   Join us for this timely session to examine the current national abortion landscape. We'll explore abortion-related rights and restrictions placed upon both employees and private employers, as well the options and alternatives for those employers seeking compromises and/or alterative solutions to the dilemma of state-level regulation of abortion related treatments and services.  Learn and understand the current landscape of abortion-related treatments and services regulation throughout the United States.

Learning Objectives:

  • Evaluate and understand the current national legal and regulatory landscape affecting individual access to abortion related treatments and services.
  • Explore and understand the potential law enforcement consequences arising from a private employer's failure to abide by national state-level restrictions placed upon abortion-related treatments and services.
  • Learn and understand options and alternative available to private employers seeking to preserve and/or expand an employee's right to access abortion-related treatments and services.
  • Explore employee communication styles, methodologies, and other alternatives for fostering a legal and safe environment for discourse among a private employer's leadership and its workforce related to abortion-related requirements and access issues.
Unlock Global Talent: Successfully Launching and Managing a Global Workforce Expansion
06/24/2024 01:30 PM - 02:00 PM HR Strategy & Innovation Theater, South Building - Level 3, Hall A (MPCC)

Presenter:
Dan Grace, Director, International HR Consulting, IRIS Global Workforce Management
Workplace Application:
International payroll and HR 

Crossing borders to grow your business is an exciting endeavor. But have you considered the complexity it brings to Human Resources?

SHRM invites you to a presentation for HR professionals tasked with successfully spearheading their company's international workforce expansion.

  • When: Monday, June 24 at 1:30pm
  • Where: HR Strategy & Innovation Theater in the SHRM24 Expo Hall

This presentation, delivered by global payroll and HR expert Dan Grace, Director of IRIS Software's world class HR Consulting division, will focus on essential strategies and compliance practices pivotal to your success on the world stage.

  • Building a Skilled Global Workforce: Strategies for building an elite team beyond your home turf. From identifying talent pools to culturally intelligent onboarding methods.
  • Legal Frameworks & Compliance: Navigate through the maze of immigration laws, mandatory benefits, labor laws, and ensure you’re aligned with worldwide employment standards.
  • Employee Compensation Essentials: Tactics for seamless international payroll operations, from precise currency conversion and international payments to handling complex tax withholdings.
  • Global Expansion Best Practices: Tried-and-true methodologies that lay the framework for compliant, effective and scalable growth.

Whether you're on the verge of taking those first steps into international markets or looking to refine existing processes, this session is geared to fill your strategic arsenal with actionable insights and practical tools.

 

Learning Objectives:

  • Getting set up in another country: immigration, legal entity, etc.
  • How to compliantly recruit and hire skilled workers in another country
  • How to navigate the unique and ever evolving employment laws and regulations in another country
  • How to pay global employees accurately, in their own currency, on-time, every time
  • How to access in-country experts to help you comply with providing the mandatory benefits, paying the correct taxes, understand cultural differences, etc.
2024 Annual SHRM Employee Benefits Survey Results
06/24/2024 02:00 PM - 03:00 PM S406B, South Building - Level 4 (MPCC)
Competencies: Business (Behavioral)

Presenter:
Derrick Scheetz, Researcher, SHRM
Presenter:
Calven Engstrom, Specialist, Data Sourcing, SHRM
Workplace Application:
Attendees will learn about results from SHRM's Annual Employee Benefits Survey to better understand the prevalence of benefits provided by employers. 

Results from SHRM's Annual Employee Benefits Survey will be covered, including which employee benefits are offered by employers, their prevalence, societal factors that may be influencing employers to increase or decrease their offerings, and how members can utilize the interactive Employee Benefits Benchmarking Tool to view benefits benchmarking data applicable to their organization's size, location, and industry.

Learning Objectives:

  • Identify which employee benefits are offered most prominently from SHRM member organizations.
  • Interpret increases or decreases in employee benefits offerings based on current societal and workplace factors.
  • Understand how to use SHRM's interactive Employee Benefits Benchmarking Tool.
Advancing Benefits: How a Genetics-based Precision Health Program Can Aid in Improving Employee Outcomes and Contain Costs
06/24/2024 02:00 PM - 03:00 PM S402, South Building - Level 4 (MPCC)
Competencies: Business (Behavioral), Leadership (Behavioral), Organization (Technical), People (Technical), Workplace (Technical), Communication, HR Expertise
Focus Areas:

Presenter:
Darren Rowe, Chief Executive Officer, healthŌme, Inc., HealthŌme, Inc.
Presenter:
Allison Humphreys, Regional Vice President, Chubb Workplace Benefits, Chubb

With the rising cost of health care, it is important to stay informed about advancements to strategically support employees’ health journey, while also being mindful of costs associated with offering a competitive benefits package.

By accessing insights from their DNA, employees can be empowered to make informed decisions about their everyday health and support better outcomes with a precision medicine approach for the treatment of serious diseases such as cancer.

Discover how supplemental benefits and precision medicine can deliver personalized value for your employees while also aiding in medical cost containment for your company.

Executive Benefit Plan Strategy: How to Retain Top Talent and Maintain Legal Compliance
06/24/2024 02:00 PM - 03:00 PM N226, North Building - Level 2 (MPCC)
Competencies: Business (Behavioral), Leadership (Behavioral)

Presenter:
Emily R. Langdon, Partner, Fraser Stryker PC LLO
Workplace Application:
This presentation will dig deeper into the differences between qualified and nonqualified retirement plans. 

Nonqualified plans have become increasingly important in the last 18 to 24 months. Employers need new and inventive ways to attract, retain and incentivize highly compensated and key management employees.  One of the biggest (and most overlooked) differences between qualified and nonqualified plans is the lack of a 'due diligence framework' on the nonqualified plan side. In the world of nonqualified plan, you and your plan committee are required to meet regularly, and to comply with various fee disclosure, notice requirements, etc.   In the world of nonqualified plans, there's a tremendous amount of flexibility, but due diligence is still imperative to make sure plan sponsors comply with applicable law.   The purpose of this presentation is to identify nonqualified plan due diligence needs and develop a related framework and support system.

Learning Objectives:

  • What is a nonqualified deferred compensation plan and how does it defer from a qualified retirement plan?
  • What are the related advantages for employers and employees?
  • What are the due diligence requirements for nonqualified plan sponsors?
  • How can these types of plans provide a significant value add to employers?
  • What are the key due diligence considerations?
Ingredients of the Secret Sauce: Lessons from People Leaders Driving Employee Experience at Top Workplaces
06/24/2024 02:00 PM - 03:00 PM S406A, South Building - Level 4 (MPCC)
Competencies: Business (Behavioral), Interpersonal (Behavioral), Leadership (Behavioral)

Presenter:
Bethany Adams, MA, SHRM-SCP, Associate Director , Villanova University
Presenter:
Anabel Pichler, Vice President, Compensation and Benefit, GlobalFoundries
Presenter:
Todd Corley, SVP of Inclusion, Sustainability and Community, Carhartt
Presenter:
Kyle Ali, MBA, Lead Sr. Program Manager, Code Next, Google
Workplace Application:
In this session you will gain insights on the key elements that contribute to a successful workplace culture and walk away with practical ideas for elevating your organization's employee experience. 

What is the secret sauce for cultivating a top workplace culture?  In this session you will gain valuable insights from a panel of Senior People Leaders from some of the top workplaces in the world.  From championing inclusion to implementing wellness initiatives, discover the key elements that contribute to a successful workplace culture.  You will leave with practical ideas for elevating your organization's employee experience.

Learning Objectives:

  • Understand the key elements that contribute to employee experience.
  • Develop strategies to support employee wellness, culture, and experience.
  • Explore best practices in inclusion & diversity and employee well-being.
The Hidden Stakeholders of Health Benefits: How Engaging Household Members and Doctors Can Help Set Your Health Benefits Apart
06/24/2024 02:00 PM - 03:00 PM S404, South Building - Level 4 (MPCC)
Competencies: Business (Behavioral)

Presenter:
Sarah Haflett, VP Health Care Thought Leadership and Research, Fidelity Health℠

Health benefits are one of the most expensive pieces of the employee benefits package—yet many employers aren’t getting the most from their investment, in part due to lack of participant education and engagement. Based on new research by Fidelity Health℠ Thought Leadership that combines sentiment from benefit leaders, employees and spouses, and the doctors caring for them, this session will discuss how learning from “hidden stakeholders” can help employers move the needle on employee health.

 Learning Objectives:

  • Better understand the importance of getting employees and their spouses in sync about health benefits available to them.
  • Discover the communication, engagement, and incentive strategies that hold the most promise for reaching spouses.
  • Learn practical strategies employers can consider that will help clinicians more effectively treat their patients.
  • Understand what clinicians see as opportunities for employers to improve health benefits equity and employee mental health.

 Additional info: Supporting insights for the session- https://www.fidelityworkplace.com/s/page-resource?cId=engaging_the_household_in_benefits; https://www.fidelityworkplace.com/s/health-benefits

 

Retirement Income for Your Employees: Where to Start
06/24/2024 03:00 PM - 03:30 PM HR Solutions Theater, South Building - Level 3, Hall A (MPCC)
Competencies: Organization (Technical), People (Technical), Workplace (Technical)

Presenter:
Matthew Wolniewicz, President, Income America
Workplace Application:
Employee benefits, 401k plan 

Market volatility. Inflation. Rising medical costs. With more than 4.1 million Americans retiring every year through 2027, the need for guaranteed retirement income is greater than ever before. 

In this discussion, we’ll address the most common challenges head-on, discuss the state of the industry, and predict what’s next in retirement income. If you want to stay on the leading edge of in-plan guaranteed income, this is one session you won’t want to miss. 

Learning Objectives:

1. Challenges to ensuring employees can retire on time and enjoy their golden years
2. What is 401k in-plan retirement income
3. How do I implement a retirement income solution 

 

Coming Out of the Shadows: Recognizing and Effectively Addressing Mental Health Issues in the Workplace
06/24/2024 03:30 PM - 04:30 PM S100BC, South Building - Level 1 (MPCC)
Competencies: Interpersonal (Behavioral), Leadership (Behavioral), Workplace (Technical)

Presenter:
Jim Reidy, Esq., Shareholder, Sheehan Phinney Bass & Green PA
Workplace Application:
Understanding how mental health issues impact employee performance How to discuss mental disabilities with applicants and employees Reviewing steps in the reasonable accommodation process and how that is handled with mental health challenges How to document and properly protect mental health records. 

Mental health issues are largely hidden especially in the workplace. During COVID mental health issues weren't priorities in healthcare treatment triage decisions. In addition, COVID amplified many mental health challenges with isolation, anxiety, depression and self-medication. In the workplace some programs and benefits could help ( e,g, FMLA, sick leave, short term long-term disability benefits and Employee Assistance programs) but because of misunderstanding of mental health issues, possible accommodations and the stigma that attaches to disclosing challenges and seeking help many employees stay in the shadows. This session will discuss EEOC guidance and help HR professionals better understand and address mental health issues and accommodations in the workplace.

Learning Objectives:

  • Understanding mental health protections under disability laws.
  • Applying workplace policies.
  • Walking through medical questions.
  • Guiding through the accommodation process.
  • Documenting important issues.
  • Discussing possible resources ad assistance.
Leading the Conversation: HR's Role in Driving Benefits Strategy
06/24/2024 03:30 PM - 04:30 PM E352, Lakeside Center - Level 3 (MPCC)
Competencies: Business (Behavioral), Organization (Technical), People (Technical)

Presenter:
Melanie Hallenbeck, Chief Growth Officer, Alegeus
Presenter:
Anna Lyons, Chief Talent Officer, Alegeus
Workplace Application:
Learn how different account-based benefits (HSAs, FSAs, LSAs) affect different generations for attracting new and retaining existing talent. 

These days, HR doesn't merely have a seat at the table; it IS the table. The importance of attracting and retaining quality talent has never been higher. Therefore, the impact of offering creative benefits packages that demonstrate a company's culture and values can be significant. In this presentation, Alegeus CTO Anna Lyons and CGO Melanie Hallenbeck explain how account-based benefits can empower HR teams to stand out and excel in the race for talent.

Learning Objectives:

  • Understand the different account-based benefit options available (HSAs, FSAs, HRAs, LSAs, incentives) and their potential cost-savings for employers and employees.
  • Hear real-world examples of creative benefit plan designs and how you can apply the learnings to your own business.
  • Learn how emerging benefit options like lifestyle spending accounts (LSAs) can play a role in demonstrating a company's values.
  • Learn how to work collaboratively with benefits administrators and brokers to diversify your benefits and tell the story of your benefits package in a way that resonates with job candidates and employees.
Medicare, COBRA and More - Welcome to Vipers' Nest
06/24/2024 03:30 PM - 04:30 PM N227, North Building - Level 2 (MPCC)
Competencies: Business (Behavioral), People (Technical), Workplace (Technical)

Presenter:
Melinda A. Caughill, CSA, Co-Founder , 65 Incorporated
Workplace Application:
In this entertaining session (yes, really!), attendees will discover simple tricks and tools to easily navigate the complexities of Medicare, including easy-to-use talking points to drive a basic understanding of Medicare and help employees steer clear of costly Medicare mistakes. 

Repeated on Tuesday at 3:30pm.

Beware! HR professionals, like most people in general, are often unaware of the dangers of Medicare-related mistakes- until one bites them. Unfortunately, just one Medicare mistake can be incredibly costly - or even deadly. In this session, you'll learn the most common Medicare-related mistakes made by HR professionals and how to steer clear of them, with a special emphasis on COBRA, Medicare secondary payer rules and Guaranteed Issue Right.

Learning Objectives:

  • Why Medicare is the primary payer for employees on COBRA after the age of 65.
  • What Guaranteed Issue Right is and why it's important for those on COBRA.
  • Simple, yet powerful, talking points about Medicare to use with employees.
  • Specific strategies to bridge potential gaps in coverage during work transitions.
  • How to integrate Medicare into the broader narrative of employee benefits and healthcare planning.
Women at Work: Actionable Strategies to Support Workplace Well-Being
06/24/2024 03:30 PM - 04:30 PM S101, South Building - Level 1 (MPCC)
Competencies: Business (Behavioral), Interpersonal (Behavioral), Leadership (Behavioral), People (Technical)

Presenter:
Barbara Aloni, Director, Workplace Possibilities, The Standard
Workplace Application:
By attending this session, attendees will understand the factors impacting women in the workplace and learn how to create holistic support around women's health and well-being. 

Repeated on Tuesday at 2:00pm.

Women make up almost 57% of the US workforce. Working women also spend nearly twice as much time as men caring for children or other household responsibilities. What are some of the well-being challenges women are dealing with and what impact could this be having on your business? This session will address unique factors impacting women's health and workplace productivity and what organizations can do to better support, attract and retain this key employee population.

Learning Objectives:

  • Gain a better understanding of the challenges and factors that influence the health outcomes of women.
  • Recognize the importance of providing workplace benefits and programs that support the unique challenges of women.
  • Learn strategies and gain resources to improve women's health, well-being, workplace engagement and productivity.
Ask Me About Happy Breasts or Is Your Workplace Breastfeeding Inclusive?
06/24/2024 04:30 PM - 05:00 PM HR Strategy & Innovation Theater, South Building - Level 3, Hall A (MPCC)
Competencies: Business (Behavioral), Interpersonal (Behavioral), Leadership (Behavioral), Organization (Technical), People (Technical)

Presenter:
Sascha Mayer, Cofounder and Chief Experience Officer (CXO) , Mamava
Workplace Application:
Lactation accommodation, employee retention, and legal requirements to support new parents.  

Sascha Mayer cofounder of Mamava, the inventor of the freestanding lactation pod, shares everything you need to know about legal compliance and designing a supportive workplace culture for breastfeeding parents.  

Learning Objectives:

  • Legal requirements of the Pump Act—and why this federal legislation is the bare minimum for supporting breastfeeding employees.
  • Paid parental leave —and how it’s linked with breastfeeding success.
  • Designing a lactation policy and creating an inclusive workplace culture. 
     

06/25/2024

Beyond a Paycheck: Pay Equity’s Unexpected Impact on Employee Well-Being
06/25/2024 07:30 AM - 08:30 AM S403, South Building - Level 4 (MPCC)
Competencies: Business (Behavioral), Workplace (Technical)

Presenter:
Nicole Armstrong, Founder and CEO, Ellequate
Workplace Application:
Attendees will learn how pay transparency impacts employee well-being, discover policies and practices that can help or hinder the achievement of pay equity, and reflect on how their compensation philosophy aligns with their organization's values. 

While we typically think of pay equity in economic terms, have you considered how pay transparency-a cornerstone of pay equity-impacts employee well-being? We analyzed over 6,000 employee survey responses representing 40 employers from diverse sectors-and the results are eye-opening. Better understand pay transparency and how to effectively implement it, discover actionable insights for promoting pay equity beyond pay practices, and align your compensation philosophy and values to create a workplace that works for everyone.

Learning Objectives:

  • Learn how policies and practices beyond compensation contribute to pay inequity, and what you can do to build a healthier and happier workplace.
  • Understand your 'why,' including how pay equity aligns with your organization's values and how it will help you achieve your larger goals.
  • Access tangible, data-driven strategies to promote pay equity across your own organization.
2023-24 SHRM State of the Workplace
06/25/2024 11:00 AM - 12:00 PM E353, Lakeside Center - Level 3 (MPCC)
Competencies: Business (Behavioral), Organization (Technical), People (Technical), Workplace (Technical)

Presenter:
Kerri Nelson, Ph.D., Director, Policy and Partnership Research, SHRM
Presenter:
Alexander Alonso, Ph.D., SHRM-SCP, Chief Data & Insights Officer, SHRM
Workplace Application:
In this session, attendees will learn about the latest research findings from the 2023-24 SHRM State of the Workplace report as well as research-driven recommendations for navigating 2024 and beyond. 

The 2023-2024 SHRM State of the Workplace report delves into the significant challenges organizations faced in 2023 and what they foresee looking ahead into 2024. Integrating the perspectives of HR professionals and U.S. workers, the research explores topics such as inflation, labor shortages, the state of HR departments and organizations’ adoption of AI. We invite you to join us as we unpack the findings, and share our recommendations for navigating 2024 and beyond.

Learning Objectives:

  • The key issues faced by organizations in 2023.
  • The emerging trends and anticipated challenges for organizations in 2024.
  • The adoption and utilization of AI technologies in HR.
EB in M and A: Understanding Obligations and Identifying Opportunities Arising from Employee Benefits Related Due Diligence Operations in Corporate Transactions
06/25/2024 11:00 AM - 12:00 PM E271, Lakeside Center - Level 2 (MPCC)
Competencies: Business (Behavioral), Organization (Technical)

Presenter:
Jason Nathaniel Sheffield, National Director of Compliance, Baldwin Risk Partners
Presenter:
Nicole L. Fender, Director, Benefits Compliance , Baldwin Risk Partners
Workplace Application:
This program is designed to provide participants with an actionable overview of federal employee benefits related regulatory requirements for assessment in the transactional environment, assuring adequate pre- and post-transactional success in the mergers and acquisitions environment. 

The Patient Protection and Affordable Care Act (the 'ACA'), the Mental Health Parity and Addiction Equity Act ('MHPAEA'), the Health Insurance Portability and Accountability Act ('HIPAA'), the Employer Retirement Security Act ('ERISA'), and other federal laws and regulations, lay out a plethora obligations and requirements for employee benefit plan sponsors. Crisis of contract and organizational security may easily arise to the extent an unknowing or inexperienced transactional team is employed to conduct employee benefits related oversight during due diligence operations conducted in corporate mergers and acquisitions. An unsuspecting buyer might be plagued with post-closing transactional liabilities reaching into the millions of dollars, requiring months or years of negotiations to settle private and federal administrative agency-related enforcement liabilities. To avoid such liabilities, employers must prepare and execute a systematic and comprehensive due diligence operation to catalogue, evaluate, and appraise the relative values and underlying liabilities associated with a seller's performance of a wide range of federal compliance mandates and other regulatory requirements. This program is designed to assist the employer in pre- and post-closing evaluation of employee benefits related due diligence operations arising in the M&A context. Participants will explore foundational aspects of many benefits related laws and regulations, while learning strategies to evaluate, assure and document a seller's current and historical performance of these important legal and regulatory obligations.

Learning Objectives:

  • Learn and understand the basic federal regulatory requirements for employee benefit plan sponsors, including legal responsibilities and other obligations arising in connection with the ACA, ERISA, privacy and security laws and regulations, mental health parity laws and regulations, and others.
  • Understand and learn to administer a successful due diligence operation respecting the evaluation and assessment of performance of employer liabilities arising in the context of a corporate merger or acquisition.
  • Learn strategies for the inventorying of a seller's present and historical performance of certain regulatorily required component tasks underlying satisfaction of the ACA's Employer Shared Responsibility Provisions.
  • Learn and deploy a holistic approach to the identification, assessment, and satisfaction of a seller's historical performance of certain complex transactional requirements, such as substantive compliance with the quantitative and nonquantitative treatment limitation requirements of the Mental Health Parity and Addiction Equity Act ('MHPAEA').
Employers’ Critical Role in the Fight against Obesity
06/25/2024 11:00 AM - 12:00 PM S402, South Building - Level 4 (MPCC)
Competencies: Business (Behavioral), Interpersonal (Behavioral)
Focus Areas:

Presenter:
George Huntley, CEO, Diabetes Leadership Council, Diabetes Leadership Council
Presenter:
Dr. Eden Miller, DO, President/CEO/Chairman, Diabetes Leadership Council
Presenter:
Dr. Mary Himmelstein, Assistant Professor, Department of Psychological Sciences, Kent State University, Diabetes Leadership Council
Workplace Application:
Employee health plan design 

According to the CDC, the U.S. obesity rate was 41.9% as of March 2020. Current projections have this rising to half of all Americans within the next 8 years.  Health experts have declared this a public health crisis, but employers have been slow to recognize their role in fighting this costly chronic disease.

Obesity-related comorbidities including type 2 diabetes, heart disease, stroke and certain types of cancer add significant cost to health plans. The estimated annual medical cost of obesity in the United States was $248 billion in 2020.  The cost of diabetes alone accounts for approximately 1 in 4 health care dollars spent. 

Science has debunked the stigma of obesity being a personal failing of the individual similar to its disproving that substance abuse could be overcome by just saying no.  Today there are several therapies and treatment options that have proven effective in preventing and/or reversing obesity, but outdated mores and coverage protocols stand in the way of patients’ access to improved health. 

Employers play a critical role in the health of Americans.  Approximately half of the country gets their health coverage through an employer related plan.  Any meaningful inroads into the fight against obesity will necessarily require employers to play a leading role.

This webcast will explore the role an employer can play in the fight against obesity and discuss tangible steps for them to consider in reducing obesity rates as well as lowering their overall long term health costs.

Learning Objectives:

  • The scope of the crisis caused by the obesity epidemic
  • The array of new treatment options
  • The importance of access to preventive care including behavioral counseling, medications and nutritional therapy in addition to invasive bariatric surgery
  • The disproportionate impact obesity has on communities of color
  • The importance of chronic disease de-stigmatization around obesity
Market Competitiveness and Internal Equity: Striking the Right Balance in Your Compensation Programs
06/25/2024 11:00 AM - 12:00 PM S106, South Building - Level 1 (MPCC)
Competencies: Business (Behavioral), Organization (Technical), People (Technical)

Presenter:
John A. Rubino, CCP, CBP, GRP, WLCP, President, Rubino Consulting Services
Workplace Application:
Attendees will learn all of the methodologies for striking the right balance between market competitiveness and internal equity in developing your pay programs. 

Balancing market pay and internal equity is a challenge when developing your compensation plans. You must choose aligned survey sources to ensure you are paying market rates. Equally important is to make sure your organization's internal values are represented. After all, the market operates on pure supply and demand, with no inherent 'values'; whereas your organization has values that must be recognized, such as, pay equity, core position identification, and other company-culture considerations. How do you reconcile the two? In his presentation, John Rubino discusses the most important techniques and methodologies to ensure that you strike the right external and internal balance. You will learn how to articulate your organizations compensation philosophy and pay policy, choosing your benchmark jobs, identifying and analyzing survey sources, as well as internal job evaluation and pay equity methodologies, and much more - all to achieve an optimal balance in your compensation programs!

Learning Objectives:

  • Identify and apply the optimal emphasis for your organization between market competitiveness and internal equity, to ensure that your compensation programs are properly equipped to attract, retain and motivate a well-qualified and motivated workforce.
  • Create and articulate your organization's compensation philosophy and pay policy.
  • Identify and analyze your benchmark jobs and valid market survey sources to ensure market competitiveness.
  • Identify and apply the most-aligned internal job evaluation and pay equity methodologies to ensure that your organization's core values are properly represented in your compensation programs.
  • Discuss additional tools and techniques to ensure that you are striking the right balance between market competitiveness and internal equity in your compensation programs.
Non-Qualified Plans - 101
06/25/2024 11:00 AM - 12:00 PM S101, South Building - Level 1 (MPCC)
Competencies: Business (Behavioral), People (Technical)

Presenter:
Jeanne J. Sutton, CFP, Managing Director, Strategic Retirement Partners
Workplace Application:
This session will help HR Professionals learn the basics of a Non Qualified Plan, why an organization would adopt a plan and how it benefits both the employee and the employer. 

Non-Qualified plans like deferred compensation, RSU's, options, and corporate owned life insurance policies are exploding in popularity as employers look for new ways to attract and retain key personnel. This presentation will take you all the way back to the basics. Why do you (or should you) have one of these plans in your benefits package? How do they work and what are the different ways to structure them? How do you evaluate an existing program and determine if it is successful? Here is a crash course in all types of Non-Qualified Plans and how you can maximize their benefits.

Learning Objectives:

  • What is a Non-Qualified Plan?
  • Why are Non-Qualified Plans becoming more popular?
  • How can a Non-Qualified Plan help an organization meet their goals?
  • How to administer your plan to maximize its benefits.

 

Pay Equity Update: EEOC, OFCCP, and What to Expect in a Presidential Election Year
06/25/2024 11:00 AM - 12:00 PM S104, South Building - Level 1 (MPCC)
Competencies: Business (Behavioral), People (Technical)

Presenter:
Joanna Colosimo, Vice President of Workforce Equity and Compliance Strategy, DCI Consulting
Presenter:
Krystal Welland, Lead Statistician, Silberman Law PC
Workplace Application:
Attendees will leave the session with a broader awareness of practices that can expose organizational risk, strategies that will strengthen their pay programs, and comply with EEOC, OFCCP, and state law standards. 

There is a heightened focus on pay equity, pay transparency, and pay reporting and it's growing. This presentation will update the SHRM community on the impact of EEOC and OFCCP enforcement pay trends, ramifications from pay data collection initiatives, and potential implications of the U.S. presidential election on the future of pay equity.  The session will highlight the landscape and leave attendees with strategic and practical tips for analyzing and reporting pay data.

Learning Objectives:

  • Increase your knowledge of legal rules and developments related to pay transparency, discrimination enforcement, and mandatory pay data reporting.
  • Develop skills to evaluate options for assessing your pay equity programs that align to compliance needs.
  • Apply your understanding of contrasting and complex legal requirements and recommend strategies to leadership to enhance your compensation programs.
Pay Equity: The Secret to Getting Pay Right
06/25/2024 12:30 PM - 01:30 PM S404, South Building - Level 4 (MPCC)
Competencies: Interpersonal (Behavioral), Leadership (Behavioral), Organization (Technical), People (Technical)

Presenter:
Kent Plunkett, CEO of Salary.com, Salary.com
Presenter:
Heather Bussing, Employment Attorney & HR Analyst

Join Salary.com’s CEO, Kent Plunkett, and Employment Attorney & HR Analyst, Heather Bussing, for an insightful discussion on getting pay right. Pay equity isn't just about fair compensation—it's about leveling the playing field, ensuring everyone gets what they deserve regardless of factors like gender or race. It's not just a concept; it's a way to address discrepancies and promote real equality in the workplace. Understanding market dynamics is crucial; it helps us ask the right questions and act where needed. To achieve pay equity, we need leadership commitment, job grouping, internal analysis, benchmarking, transparent communication, and ongoing updates. The benefit? A workplace built on fairness, competitiveness, and trust, with reduced risks and a stronger, more inclusive culture. Learn how to get pay right today.

We look forward to seeing you! Bring your questions. 

Learning Objectives:

  • What is pay equity
  • Why pay equity matters
  • How to assess pay equity
  • Rewards of achieving pay equity
The Working Wounded: The Impact of Bereavement and Bereavement Leave on Employee Performance and Wellbeing
06/25/2024 12:30 PM - 01:30 PM E352, Lakeside Center - Level 3 (MPCC)
Competencies: Interpersonal (Behavioral), Organization (Technical), People (Technical)

Presenter:
Diane Bergeron, Ph.D., Senior Research Scientist, Center for Creative Leadership
Workplace Application:
Attendees will learn how bereavement (and bereavement leave) impacts all employees and how HR policy and practices can help to mitigate the negative impacts of bereavement. 

Bereavement (i.e., the loss of someone significant through death) and bereavement leave have a substantial impact in the workplace. Research by the Center for Creative Leadership shows that bereavement impacts job performance, physical wellbeing (e.g., absenteeism), and long-term job attitudes (e.g., engagement). Most employees report insufficient bereavement leave, which is related to lower employee mental wellbeing. This research, along with a supporting framework, will help decision makers establish (or modify) HR policies and practices.

Learning Objectives:

  • Learn the 'basics of bereavement,' including common grief reactions and prevalent misconceptions about bereavement (e.g., the 'five stages of grief' myth);
  • Recognize the subtle ways that bereavement can impact employee and coworker performance and interpersonal interactions;
  • Understand the impact of varying lengths of bereavement leave on bereaved employees and possibilities for structuring more flexible bereavement leave policies;
  • Assess current organizational policies and practices for alignment with a suggested framework;
  • Identify 'small win' ways to support bereaved employees.
Global Pay Equity: A Tour Around the World
06/25/2024 02:00 PM - 03:00 PM S101, South Building - Level 1 (MPCC)
Competencies: Business (Behavioral), People (Technical), Workplace (Technical)

Presenter:
William David Wright, Partner, Fisher & Phillips LLP
Workplace Application:
This presentation helps HR professionals navigate the challenging demands of pay equity laws around the world. 

We will cover the difference between 'pay equity' and 'equal pay for equal work.' Comparisons will be made between the litigation-based North American model and the reporting-based European model by using specific examples from the US, Canada, France, Germany, Switzerland, the UK, Australia, Japan, and China.

Learning Objectives:

  • Understand the difference between 'pay equity' and 'equal pay for equal work'.
  • Understand the difference between North American vs. European models.
  • Understand the complexities of wage and hour issues in myriad international jurisdictions.
How Revolutionary Child Care Benefits are the Key to the Future of Work
06/25/2024 02:00 PM - 03:00 PM S406B, South Building - Level 4 (MPCC)
Competencies: Business (Behavioral), Organization (Technical), People (Technical)

Presenter:
Eric Cutler, Senior Director of Strategic Initiatives, TOOTRiS
Workplace Application:
Attendees will gain dynamic takeaways on how they can increase workforce productivity, retention, and recruiting through a variety of ways that support working parents while also increasing human capital ROI. 

In this groundbreaking session, we'll highlight the pivotal role that Child Care Benefits play in shaping the future of work. As organizations strive to create environments conducive to employee diversity, well-being, and productivity, the spotlight has shifted to comprehensive support systems. Join us to explore how investing in Child Care Benefits isn't just an ethical choice but a strategic imperative for businesses navigating the complexities of the modern workplace. This session promises a fresh perspective, backed by data-driven insights, on why Child Care Benefits are the key to unlocking the absolute potential of the workforce.   In a world where the boundaries between work and life continue to blur, providing robust Child Care Benefits has emerged as a game-changer for businesses aiming to attract, retain, and unleash the full productive power of their workforce. This session will dissect the symbiotic relationship between quality Child Care support and organizational success. Drawing from real-world case studies and industry best practices, we will navigate the strategic landscape, offering actionable insights that transcend traditional HR practices. Attendees can expect a dynamic discussion that transcends rhetoric, providing tangible takeaways for immediate implementation.

Learning Objectives:

  • Understand why child care benefits are not just a perk but a strategic imperative for organizations seeking sustained success in the ever-evolving landscape of work.
  • Explore the direct correlation between child care benefits and employee well-being, mental health, and Job satisfaction, and Learn how this impacts overall productivity.
  • Gain insights into how organizations leveraging robust child care benefits gain a competitive edge in attracting top talent and retaining valuable employees.
  • Delve into the broader economic implications of investing in child care support, from reducing turnover costs to fostering a more inclusive and diverse workforce.
  • Acquire actionable strategies and best practices for implementing and optimizing child care benefits programs within your organization, ensuring they align with both employee needs and business goals.
Leveraging Longevity: The Opportunities and Challenges of an Aging Workforce
06/25/2024 02:00 PM - 03:00 PM Jackson Park, Level 1 (Hyatt Regency)
Competencies: Business (Behavioral), Interpersonal (Behavioral), People (Technical), Workplace (Technical)

Presenter:
Kevin Mahoney, CIMA, Managing Director, Investments and Senior Institutional Consultant, Raymond James
Presenter:
Kevin Crain, Managing Principal, Crain & Associates
Presenter:
Kelly C. Amato, J.D., Vice President and the Head of Sales for Institutional Fiduciary Solutions, Raymond James
Workplace Application:
Hear from a panel of retirement and healthcare industry professionals about how to leverage your aging workforce to enhance productivity. 

Aging populations can be drivers of economic productivity and an asset to employers.  However, a population who cannot afford to retire, not only drives up healthcare expenses but can impact morale.  Consider how to thread the needle between avoiding the proverbial 'brain drain' and empowering your employees to have the financial freedom to choose how and when they work.

Learning Objectives:

  • Outline opportunities for the business community to leverage the resources of an aging workforce.
  • Consider 'journeys' or pathways for the advancement and legacy of older workers so that succession happens effectively and beneficially.
  • Demonstrate how health insurers are underwriting longevity risk and how employers can manage the trend of increased costs.
  • Learn how to utilize your organization's retirement plans to offer meaningful financial planning tools and resources to employees.
  • Consider what the future holds for retirement and healthcare benefit trends.
Unveiling the Secrets of Artificial Intelligence in Total Rewards
06/25/2024 02:00 PM - 03:00 PM N229, North Building - Level 2 (MPCC)
Competencies: Business (Behavioral), People (Technical)

Presenter:
Sharell Thomas-Hodge, Total Rewards Director, YMCA of Metro Atlanta
Workplace Application:
Attendees will have acquired a thorough comprehension of the intricate relationship between artificial intelligence (AI) and Total Rewards, enabling them to discern and leverage AI's potential to enhance and optimize the design, implementation, and management of employee compensation and benefits in their organizational contexts. 

Artificial Intelligence (AI) is having a significant impact on many aspects of our professional and personal lives. This couldn't be more true for you, the HR Leader. According to research, it will revolutionize a number of industries with an incredible growth rate in the next decade. As AI continues to grow it has become more important than ever to understand how it can help you improve your HR operations, processes, and procedures.  This live, interactive event aims to unravel the complexity surrounding artificial intelligence (AI) within the realm of Total Rewards. It will provide clarity and understanding regarding how AI can enhance and optimize the design, implementation, and management of employee compensation and benefits.

Learning Objectives:

  • We'll start with providing an overview of the principles and applications of AI, focusing on its potential to optimize compensation strategies, benefits administration, and overall Total Rewards management.
  • We'll also offer hands-on guidance and best practices to analyze employee data, design customized compensation packages, automate routine tasks, and improve decision-making processes through AI-driven solutions.
  • Finally, we'll discuss ways to foster a culture of responsible and ethical AI adoption within Total Rewards, emphasizing fairness, transparency, and the elimination of biases.
What's your Edge? Compensation, Benefits, and Pay Equity
06/25/2024 02:00 PM - 03:00 PM S102, South Building - Level 1 (MPCC)
Competencies: Business (Behavioral), Interpersonal (Behavioral), People (Technical)

Presenter:
Brenda McChriston, M.A., SHRM-SCP, SPHR, CEO, Owner, Spectrum HR Solutions
Workplace Application:
Learn and apply compensation and pay equity best practices and effective strategies that will help strengthen your pay practices, retain good talent, and maintain your competitiveness within the market. 

This session will delve into the crucial aspects of fair compensation practices within an organization. It will cover the various components of pay philosophy, compensation design,  including salaries, bonuses, and non-monetary benefits. Additionally, the session will explore the concept of pay equity, highlighting the importance of ensuring fairness and parity in wages among employees regardless of gender, race, or other differentiating factors. Strategies to analyze, address, and mitigate pay disparities will also be discussed, emphasizing the significance of creating an inclusive and equitable workplace.

Learning Objectives:

  • Discuss: What is an organizational pay philosophy and why does it matter?
  • Learn: Best practices for sustainable and competitive compensation design.
  • Learn: How to infuse pay equity into your compensation philosophy and plan design. What does pay equity really mean?
  • Backtrack: What should I do now? Discuss ways to mitigate pay disparities to create an equitable workplace, regain trust from your employees, and position the company to acquire and retain top talent.
Women at Work: Actionable Strategies to Support Workplace Well-Being
06/25/2024 02:00 PM - 03:00 PM S405, South Building - Level 4 (MPCC)
Competencies: Business (Behavioral), Interpersonal (Behavioral), Leadership (Behavioral), People (Technical)

Presenter:
Barbara Aloni, Director, Workplace Possibilities, The Standard
Workplace Application:
By attending this session, attendees will understand the factors impacting women in the workplace and learn how to create holistic support around women's health and well-being. 

Repeated from Monday at 3:30pm.

Women make up almost 57% of the US workforce. Working women also spend nearly twice as much time as men caring for children or other household responsibilities. What are some of the well-being challenges women are dealing with and what impact could this be having on your business? This session will address unique factors impacting women's health and workplace productivity and what organizations can do to better support, attract and retain this key employee population.

Learning Objectives:

  • Gain a better understanding of the challenges and factors that influence the health outcomes of women.
  • Recognize the importance of providing workplace benefits and programs that support the unique challenges of women.
  • Learn strategies and gain resources to improve women's health, well-being, workplace engagement and productivity.
Beyond CEO Pay Ratio: The Real Revolution in Compensation Starts with a Living Wage
06/25/2024 03:30 PM - 04:30 PM E271, Lakeside Center - Level 2 (MPCC)
Competencies: Business (Behavioral), Organization (Technical), People (Technical)

Presenter:
Larry Vales, Director of Talent, James Irvine Foundation
Presenter:
Nanci Hibschman, Managing Principal, C3 Nonprofit Consulting Group, A Division of SullivanCotter
Presenter:
Amanda Wethington, Principal, C3 Nonprofit Consulting Group, A Division of SullivanCotter
Presenter:
Diane Samuels, Vice President and Chief People Officer, Ford Foundation
Workplace Application:
Paying a living wage can feel like too big of an undertaking - both operationally and financially; however, most organizations philosophically agree that it's the right thing to do. This session will help organizations understand how to talk about, determine and implement a living wage with those challenges in mind. 

A living wage is an essential component of your JEDI strategy, employee wellbeing, internal equity, and elevating the operational efficiencies of your organization. Organizations often find they are not paying employees a living, let alone a thriving, wage. Learn how two organizations, Ford Foundation and The James Irvine Foundation, had the courage to ask themselves the question and then do something about it, and how you can lead your organization to take the next step.

Learning Objectives:

  • Understand how paying a living wage is part of a comprehensive JEDI program.
  • Learn how to assess whether their organization is paying all employees a living wage.
  • Understand the difference between paying a living and a thriving wage.
  • Navigate the administrative complexities of program design, including financial navigation.
  • Approach leadership to consider a living wage program.
Medicare, COBRA and More - Welcome to Vipers' Nest
06/25/2024 03:30 PM - 04:30 PM N226, North Building - Level 2 (MPCC)
Competencies: Business (Behavioral), People (Technical), Workplace (Technical)

Presenter:
Melinda A. Caughill, CSA, Co-Founder , 65 Incorporated
Workplace Application:
In this entertaining session (yes, really!), attendees will discover simple tricks and tools to easily navigate the complexities of Medicare, including easy-to-use talking points to drive a basic understanding of Medicare and help employees steer clear of costly Medicare mistakes. 

Repeated from Monday at 3:30pm.

Beware! HR professionals, like most people in general, are often unaware of the dangers of Medicare-related mistakes- until one bites them. Unfortunately, just one Medicare mistake can be incredibly costly - or even deadly. In this session, you'll learn the most common Medicare-related mistakes made by HR professionals and how to steer clear of them, with a special emphasis on COBRA, Medicare secondary payer rules and Guaranteed Issue Right.

Learning Objectives:

  • Why Medicare is the primary payer for employees on COBRA after the age of 65.
  • What Guaranteed Issue Right is and why it's important for those on COBRA.
  • Simple, yet powerful, talking points about Medicare to use with employees.
  • Specific strategies to bridge potential gaps in coverage during work transitions.
  • How to integrate Medicare into the broader narrative of employee benefits and healthcare planning.

06/26/2024

Fostering Accountability, Empowerment and Ownership
06/26/2024 10:30 AM - 11:30 AM S100BC, South Building - Level 1 (MPCC)
Competencies: Business (Behavioral), Interpersonal (Behavioral), Organization (Technical)

Presenter:
Dr. David S. Cohen, Founder and Contrarian Consultant, DS Cohen & Associates
Workplace Application:
Getting employees to have a passion and commitment to their work is essential for sustained success. Are your current ways working? You can avoid the potential adverse effects of relying solely on financial rewards for promoting accountability and commitment. 

Join us for an invigorating session on empowerment, accountability & ownership in the workplace.   Learn how to navigate the challenges of fostering accountability when employees are asked to 'do more with less,' working within structures where influence is greater than authority, and all are reporting up through managers with differing goals and agendas. Is it reasonable to expect that all organizational goals align and employees are unified in pursuit of a common agenda?  Explore the delicate balance required between intrinsic and extrinsic motivators to cultivate commitment and accountability. Understand the impact of unnecessary fear in the organizational culture and how it can hinder accountability by promoting excuse management.  Uncover strategies for identifying signs that employees may not be taking accountability and gain insights into whether expecting employees to act as owners is realistic. Explore the nuanced distinction between compliance and commitment. What are the potential pitfalls of relying solely on extrinsic motivators?  Don't miss this opportunity to gain valuable insights and avoid the potential adverse effects of relying solely on financial rewards for promoting accountability and commitment.

Learning Objectives:

  • Actionable accountability strategies to guide your employees toward results.
  • Deepen your understanding of the differences between ownership, accountability, and responsibility.
  • Delve into the intricacies of intrinsic and extrinsic motivators for employees.
  • Explore methods to foster responsibility and accountability through motivation, recognition, and collaboration in the workplace.