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Malinda Riley
senior principal
Korn Ferry Hay Group
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Malinda Riley works with clients to address a full range of total remuneration and employee benefits challenges.  From day to day issues to long term strategic planning, Malinda partners with her clients to meet their business needs.  Her expertise centers on the design and analysis of benefit and total remuneration programs. 

Malinda understands the employee benefits challenges facing clients today and develops solutions to address escalating costs, administrative inefficiency and employee education. Increasingly, she works with clients across all industry sectors to ensure they have the right mix of compensation and benefit programs that fit the needs and objectives of the organization while maintaining cost and market competitiveness. 

Malinda’s expertise includes the following:

  • Analysis of competitiveness, design, and cost effectiveness of clients total remuneration programs, including in depth analysis of benefits as well as impact analysis of significant plan design changes on total compensation mix
  • Analysis of competitiveness and design of executive retirement plans and perquisites
  • Comparison of the compensation structure, incentive plan design and benefit plan designs against the organization’s Total Remuneration philosophy, and
  • Health & welfare and Retirement plan design.
SESSIONS:
Craig Rowley
senior client partner
Korn Ferry Hay Group
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Craig Rowley is a Senior Client Partner for Korn Ferry Hay Group, based in the firm’s Dallas office.

Mr. Rowley has over 25 years experience developing human resources programs that fit a company's business direction and strategy. This includes the development of programs to guide organization design, performance-based human resources and reward strategy and management. He has worked with some of the leading global companies in these sectors.

Mr. Rowley is a senior leader in the retail and consumer sector providing consulting services to all companies in the consumer products, retail, hospitality and leisure, digital and media sectors.

Mr. Rowley works closely with clients to understand their business from both a strategic and operations viewpoint and assists in the development of approaches to managing people. He works with CEOs and boards to develop human resource strategies and programs that maximize the organization's investment in people.

Mr. Rowley is a frequent speaker on organization, on trends in human resources in consumer. He has presented for The Conference Board, NASPP and WorldatWork. Craig is often cited as a thought leader in publications such as Wall Street Journal, Dow Jones, Associated Press, BusinessWeek, Bloomberg, Forbes and Chain Store Age. In addition, he has also been featured on CNBC, FoxBusiness Live, and CBS Evening News.

 

 

 

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David Scott
EVP and CHRO
Dish Network
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David Scott is the Executive Vice President, Chief Human Resources Officer at DISH Network in Englewood, Colorado.

DISH Network is a connectivity company that has been a disruptive force in the pay TV industry since 1980 and is now planning to disrupt the wireless industry by launching the United States’ first standalone 5G broadband network. 

David leads the Global Human Resources team, with accountability to deliver the human capital to achieve DISH’s business aspirations.  Since joining DISH in 2018, he has driven a full HR revolution, positioning the organization for significant growth as they prepare to enter new business lines. In addition to HR, he oversees other aspects of team member experience, including real estate, construction, travel, and corporate dining.

David began his professional career at Walmart directly after college.  He held levels of increasing responsibility in most HR disciplines through his 20 years in the Company.  David helped form the then-fledgling HR organization, transforming the hiring, diversity and employment practices during his time, as well as leading all major business partner functions. When he left the retail giant, he was serving as the SVP of Talent and Organizational Effectiveness.  David is a graduate of the University of Florida (go Gators!) with a degree in Business.

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Moderator: 
Trent Burner, SHRM-SCP
vice president, Research
SHRM
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Trent serves as the VP of Research at the Society for Human Resource Management (SHRM),  the world’s largest HR professional society, representing more than 300,000 members in more than 165 countries.  In this position, Trent leads a comprehensive research program that identifies workplace needs, conducts research, and develops research-based solutions and products to allow HR and business leaders to further the goals of their organization.  Trent also served as a SHRM Certification Commissioner.  In this position, Trent served as a chief technical advisor for the development of the SHRM competency model and certification exams.  Prior to SHRM, Trent spent 15 years at Walmart Stores, Inc. leading global HR Centers of Expertise and has led large, multinational HR projects in China, India, Japan, Brazil, South Africa, Argentina, Canada, the UK, and the US.  Trent holds a BA in Psychology and a MA in Industrial/Organizational Psychology from the University of Akron.   He is also holds the SHRM-SCP certification. 

 

SESSIONS:
Mark Lam
employee benefits compliance
Assurance Agency
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Mark Lam is Vice President, Compliance at Assurance, specializing in creating highly personalized client relationships through consistent communication regarding legislative and regulatory issues. He is responsible for a wide variety of activities, including supporting internal staff and clients with their compliance-related questions and working with Assurance staff on internal compliance projects. Additionally, Mark delivers seminars and webinars on topics that span the complex web of employee benefit regulations, such as Health Care Reform, ERISA, HIPAA, IRS, DOL, EEOC, and other federal and state employee benefit regulations.  

SESSIONS:
Tuesday, June 19, 2018 - 10:45am to 12:00pm
Carol Kivler
president
Kivler Communications
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Carol Kivler, MS (Human Resource Education), CSP, CMT is a nationally recognized professional speaker, author, international executive coach /corporate consultant and President of Kivler Communications. Carol is also a passionate and tireless mental health advocate. She is the Founder and President of Courageous Recovery, Inc. a 501 (c) (3) non-profit organization, whose mission is to promote a mental wellness movement by advancing education, advocating nationally, and eliminating stigma surrounding mental illness. Carol is the survivor of four bouts of treatment resistant depression, has sustained recovery for the past 16 years, and lives a personally fulfilling and professionally thriving life.

SESSIONS:
Monday, June 18, 2018 - 2:00pm to 3:15pm
Norbert J. Alicea
vice president, EAP+Work/Life Services
Health Advocate, Inc.
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Bert Alicea is a Licensed Psychologist with over 27 years of experience in the EAP field. Bert specializes in conducting trainings locally and on a national level on topics including harassment awareness; violence prevention; drug free workplace; DOT compliance training; and supervisor EAP awareness training. Bert also has a specialization with executive coaching; conflict mediation; and management and supervisor consultations in assisting with difficult workplace situations. Bert obtained a Masters of Arts in Industrial Psychology from West Chester University, West Chester, Pa., and he also has his Bachelors of Science in Psychology from St. Joseph’s University, Philadelphia. He is a Certified Employee Assistance Professional (CEAP) and a U.S. Department of Transportation qualified Substance Abuse Professional.

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Raffi Terzian
senior vice president of clinical operations, senior medical director
Health Advocate
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Raffi Terzian is a board certified Emergency Physician with nearly 20 years of clinical and administrative experience. Prior to joining Health Advocate in 2007, Dr. Terzian served as Medical Director of Occupational and Travel Health for Main Line Health System. Previously, he was Director of Medical Student Education in the Department of Emergency Medicine at the University of Pennsylvania and was a member of the leadership team in the Graduate Medical Education program in the Department of Emergency Medicine at Jefferson Medical College and Thomas Jefferson University Hospital. He received his doctor of medicine degree from The George Washington University School of Medicine, where he also received his Master of Public Health degree in administrative medicine.

SESSIONS:
Monday, June 18, 2018 - 10:45am to 12:00pm
Karl Ahlrichs, SHRM-SCP, CSP
Personal Pronouns
He/Him/His
Senior Consultant
Gregory and Appel
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Karl Ahlrichs specializes in helping professionals make order from chaos. He is a national speaker, author, and consultant, presenting on the people issues in all industries, and is often quoted in the local and national media. 

Karl’s experience is ideally suited to times of organizational change as he pulls on risk management and organizational development theories to replace “best practices” with “next practices”. He owes much of his communications mastery to working as a writer and editor in daily media, to on-the-job writing experience and to the process of becoming a published author.

He joined Gregory & Appel in 2010 after serving as a founding partner of ExactHire, bringing his HR, operations, diversity & belonging, and learning & development skills with him. Karl’s affinity for design, composition and learning started at a very young age, by taking and examining thousands of boring pictures with the goal of improving his craft. He loves deploying that practice-to-improve approach with all manner of hobbies including writing haiku, mastering cutting-edge technology and learning Spanish.

In 2003, he was named the SHRM Human Resource Professional of the Year for the State of Indiana. He is on the Boards of several organizations, including the Maryland CPA Society.  He has lived in Scotland and Spain and lives to explore new experiences with his wife and family.

 

SESSIONS:
Pamela Chan
project director, Human Insights
Prosperity Now
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Pamela Chan is Project Director of Human Insights at Prosperity Now, a national non-profit that ensures pathways to financial stability and prosperity for everyone in the U.S.  Ms. Chan works with organizations serving economically disadvantaged communities conduct market research and create human-centered services. Prior to Prosperity Now, Ms. Chan studied how financial products, programs and regulations affect lower-income consumers and managed a national workplace savings pilot at New America. She also advised Fortune 500 companies on new product development at the Nielsen Company. She holds degrees from The University of Texas at Austin, Northwestern Law, and the Harvard Kennedy School.

 

SESSIONS:
Amanda Carney
co-founder and president
Working Credit
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Amanda Carney is Co-Founder and President of Working Credit, a national nonprofit that offers a credit wellness program as an employee benefit. Working Credit’s unique mix of credit building education, counseling and products has strong proof of concept with 68% of participants improving their credit scores within six months and an increasing number using credit as a path to regular savings. As President, Amanda oversees strategic direction, business development, new partnerships, marketing and communications.
 
Amanda received an A.B. from Princeton University and a Masters in Management from Northwestern University’s J.L. Kellogg School of Management.
SESSIONS:
Vishal Jain
financial wellness officer
Prudential’s Workplace Solutions Group
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Vishal Jain is the Financial Wellness Officer for Prudential’s Workplace Solutions Group. He leads the development and delivery of financial wellness solutions for the Workplace Solutions Group’s institutional clients and their participants.

Prior to his current role, Vishal led strategy and financial wellness for Prudential’s Group Insurance business. Vishal joined Group Insurance from Prudential's Strategic Initiatives Group, where he helped lead Prudential's cross-business thought leadership and strategic review efforts from 2008 to 2011. Earlier in his career, he was an engagement manager at McKinsey & Company, where he supported retirement providers, asset managers, and insurers on strategy and marketing issues.
SESSIONS:
Katherine W. Brune
SVP, Well-Being & Benefits
SunTrust Bank
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Katherine Brune has over 15 years of experience working in the Financial Services field.  Her areas of passion and expertise include Employee Well-being, Organizational Purpose, Employee Engagement, Adult Learning, Behavioral Economics, and Project Management.

Katherine joined SunTrust in 2006 and currently leads employee well-being & benefits programs, focused on creating a culture of well-being by delivering leading well-being experiences and competitive benefits for SunTrust employees. Katherine previously led the employee engagement function where she steered the end-to-end employee engagement strategy.

Katherine has received various internal SunTrust awards including Best of the Best for all Corporate Functions in 2015. She currently sits on the Board of Advisors for Georgia Tech’s School of Economics.

Katherine received a B.S. in Economics from the Georgia Institute of Technology and a M.S. in Human Resources Development from Georgia State University.

Katherine lives in Atlanta, GA with her husband and two young children. 

 

SESSIONS:
Susan Simon
senior human resources consultant
Harvard University Campus Services
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Susan Simon is a Senior Human Resources Consultant for Campus Services at Harvard University.  Working as a HR generalist for over 20 years, she developed expertise in HR disciplines such as employee relations, performance management, recruiting and training.  Currently, she is the Training Coordinator for Campus Services, concentrating on designing and implementing responsive training programs for the diverse community of management and service & trades unionized staff.  Susan spearheaded the effort to bring Working Credit’s financial wellness program to Harvard’s dining services staff.  She sits on the board of the Harvard University Employees Credit Union.  Prior to joining Harvard University, she designed playgrounds for schools, community groups and municipalities. Susan holds a Master’s Degree in Leadership Development from Wheelock College.

SESSIONS:
Pamela Samuels-Kater
benefits manager
AutoZone
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Pamela Samuels-Kater is Manager, Benefits, Customer Satisfaction at AutoZone, Inc., where she leads the company’s Benefits Customer Service Center of Excellence, Retirement and Financial Wellness programs. Her creativity and ability to easily engage and connect with people enterprise-wide has allowed her to implement many projects, programs and events successfully. Through her leadership, AutoZone provides a holistic approach to educating employees about the financial wellness tools and resources available to empower them to make life-style changes which may enhance their future well-being. Through a series of onsite seminars provided in partnership with Prudential Retirement and other vendor partners, Pamela is educating employees about how they can take charge of their personal finances – from budgeting to estate planning.

To ensure the success of these programs for the employees, Pamela took the programming to the next level by making financial management a family sport. She offers opportunities to include employees’ spouses and designed a special financial management workshop for employees’ children and teens.

Pamela has more than 20 years of Human Resources (HR) experience and has held various leadership roles.  Areas of expertise include, but are not limited to, Benefits, Compensation, Training and Development, Change and Project Management.


Before joining AutoZone, Pamela led teams at International Paper, xpedx, a subsidiary of International Paper, Quantum Chemical Corporation and Book-of-the-Month Club, a subsidiary of Time, Inc.

Pamela holds a Bachelor of Arts in Humanities and Business from Pennsylvania State University.

She holds a variety of training certifications and continually works to maintain and develop her skills in the ever-changing world of Human Capital Management.

Originally from Pennsylvania, Pamela now calls Memphis, TN home. She has two daughters, and enjoys spending time with her family, reading and preserving precious memories by scrapbooking.

SESSIONS:
Wednesday, June 20, 2018 - 11:30am to 12:45pm
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.

 

 

SESSIONS:
Wednesday, June 20, 2018 - 10:00am to 11:15am
Carisa Miklusak
CEO
tilr corp.
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An inquisitive problem solver by nature, Carisa is an entrepreneur, strategist and speaker by trade. Carisa's start-up endeavors began in marketing and human capital strategy, revealing her fervor for scaling organizations. As CEO & President of tilr (www.tilr.com), Carisa leads the charge in re-engineering the recruitment marketplace, creating improvements for employers and workers. Carisa’s passion is rooted in finding innovative ways to improve the human capital industry with a focus on delivering smart AI to recruitment. She is an educating member of the GLG Consulting Network, Forbes Business Council as well as a contributing author to Entrepreneur and other outlets.
SESSIONS:
Elliot N. Dinkin
President & CEO
Cowden Associates, Inc.
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Elliot is a 35-plus-year veteran of the actuarial, compensation, and employee benefits field. He possesses an exceptional ability to view issues in the framework of a total compensation philosophy, providing clients with a unique perspective as they search for creative ways to address their compensation, benefits, and retirement obligation challenges. Due to his unique understanding of business finance, benefits, retirement plans, and C-suite issues, Elliot frequently acts as an expert witness in legal proceedings on topics ranging from compensation and collective bargaining issues to retirement.

 

 
SESSIONS:
Rachel Carlson
CEO and co-founder
Guild Education
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Sam Worobec
Head of Talent Management, Development & Tech
Red Ventures
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With 15+ years of experience in developing talent at scale across various industries, I have a proven track record of creating robust talent pipelines. My expertise ranges from developing talent for world-famous brands to portfolio holding companies, covering industries such as banking, telecommunications, energy, and food service. Growing up with a blue-collar work ethic and a passion for both the arts and business has given me a unique combination of creativity, work ethic, and business savvy. Leveraging technology to enable organizations, upskilling current workforces, training-as-recruiting, and growing future leaders are my specialty.

SESSIONS:
Josh Bersin
Principal Research Partner
HR People + Strategy
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Josh Bersin founded Bersin & Associates (now Bersin by Deloitte) in 2004 to provide research and advisory services focused on corporate learning, leadership, talent management, and HR technology. Josh is a frequent speaker at industry events and has been quoted on talent management topics in key media, including Harvard Business Review, The Wall Street Journal, Bloomberg, The Financial Times, BBC Radio, CBS Radio and National Public Radio. He is a popular blogger for Forbes.com, a leading LinkedIn influencer, and has been a columnist since 2007 for Chief Learning Officer magazine. Josh spent 25 years in product development, product management, marketing and sales of e-learning and other enterprise technologies at companies including DigitalThink (now Convergys), Arista Knowledge Systems, Sybase, and IBM.  Josh's education includes a B.S. in engineering from Cornell University, an M.S. in engineering from Stanford University, and an MBA from the Haas School of Business at the University of California, Berkeley. 

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Moderator: 
Gayatri Agnew
director of Opportunity
Walmart Foundation
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